Borgwarner Inc
BWA- Exchange
- NYSE
- Industry
- Motor Vehicle Parts & Accessories
- SEC CIK
- 0000908255
In the last 90 days, Borgwarner Inc insiders filed 1 open-market purchase and 7 sales; 818 institutions reported holding it in 13F filings for Q2 2026, worth $14.2B in total; superinvestors Harris Associates (Oakmark) and Soros Fund Management hold it.
13F holders, Q2 2023
Institutional positions in Borgwarner Inc as of Jun 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 733
- +24 vs. Q1 2023
- Shares held
- 222.2M
- +914.7K (+0.4%) vs. Q1 2023
- Total value
- $10.8B
- +$57.3M (+0.5%) vs. Q1 2023
- New holders
- 97
- 287 more added
- Sold out
- 73
- 248 more reduced
2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BWA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 818 | $14.2B |
| Q1 2026 | 716 | $11.2B |
| Q4 2025 | 673 | $9.74B |
| Q3 2025 | 643 | $9.36B |
| Q2 2025 | 594 | $7.28B |
| Q1 2025 | 569 | $6.33B |
| Q4 2024 | 631 | $6.98B |
| Q3 2024 | 610 | $7.82B |
| Q2 2024 | 637 | $7.14B |
| Q1 2024 | 655 | $7.75B |
| Q4 2023 | 679 | $7.94B |
| Q3 2023 | 684 | $9.05B |
| Q2 2023 | 733 | $10.8B |
| Q1 2023 | 711 | $10.7B |
| Q4 2022 | 651 | $8.70B |
| Q3 2022 | 602 | $6.82B |
| Q2 2022 | 614 | $7.32B |
| Q1 2022 | 613 | $8.61B |
| Q4 2021 | 634 | $9.91B |
| Q3 2021 | 587 | $9.71B |
| Q2 2021 | 632 | $10.9B |
| Q1 2021 | 595 | $10.5B |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding Borgwarner Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Centerpoint Advisors, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 11 | $0 | 0.00% | +11 | New |
| Comerica Bank | 663,973 | $1 | 0.00% | +663,973 | New |
| Trust Co of Vermont | 2 | $98 | 0.00% | −35−94.6% | Reduced |
| True Wealth Design, LLC | 10 | $490 | 0.00% | +2+25.0% | Added |
| Beacon Capital Management, LLC | 10 | $502 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 11 | $517 | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 11 | $538 | 0.00% | −55,853−100.0% | Reduced |
| Hexagon Capital Partners LLC | 11 | $538 | 0.00% | −29−72.5% | Reduced |
| Tfo-TDC, LLC | 11 | $538 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 11 | $539 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 12 | $590 | 0.00% | +12 | New |
| SRS Capital Advisors, Inc. | 14 | $685 | 0.00% | −42−75.0% | Reduced |
| Venturi Wealth Management, LLC | 14 | $685 | 0.00% | +14 | New |
| TFC Financial Management | 16 | $783 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 49 | $820 | 0.00% | +49 | New |
| Mark Sheptoff Financial Planning, LLC | 18 | $880 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 18 | $880 | 0.00% | +5+38.5% | Added |
| Cassady Schiller Wealth Management, LLC | 20 | $978 | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 18 | $1.00K | 0.00% | +9+100.0% | Added |
| iA Global Asset Management Inc. | 29 | $1.00K | 0.00% | +29 | New |
| Raffa Wealth Management, LLC | 23 | $1.13K | 0.00% | 00.0% | Unchanged |
| Motco | 26 | $1.27K | 0.00% | +26 | New |
| Sunbelt Securities, Inc. | 30 | $1.47K | 0.00% | −45−60.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 38 | $1.86K | 0.00% | +24+171.4% | Added |
| Baystate Wealth Management LLC | 43 | $2.14K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 46 | $2.25K | 0.00% | −6−11.5% | Reduced |
| Disciplined Investments, LLC | 48 | $2.35K | 0.00% | −2−4.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 49 | $2.40K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 49 | $2.40K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 50 | $2.44K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 51 | $2.49K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 51 | $2.50K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 52 | $2.54K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 53 | $2.59K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 58 | $2.90K | 0.00% | +58 | New |
| PrairieView Partners, LLC | 64 | $3.00K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 65 | $3.00K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 63 | $3.08K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 64 | $3.13K | 0.00% | −10−13.5% | Reduced |
| BDO Wealth Advisors, LLC | 90 | $4.40K | 0.00% | +90 | New |
| Piershale Financial Group, Inc. | 100 | $4.89K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 100 | $4.89K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 94 | $5.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 109 | $5.33K | 0.00% | +10+10.1% | Added |
| Acima Private Wealth, LLC | 110 | $5.38K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 112 | $5.48K | 0.00% | +112 | New |
| Coppell Advisory Solutions LLC | 120 | $5.78K | 0.00% | +120 | New |
| GW&K Investment Management, LLC | 113 | $6.00K | 0.00% | +113 | New |
| Fisher Asset Management, LLC | 145 | $7.09K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 145 | $7.09K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 160 | $7.83K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 164 | $8.02K | 0.00% | −118−41.8% | Reduced |
| Financial Management Professionals, Inc. | 176 | $9.00K | 0.00% | +46+35.4% | Added |
| Cutler Group LP | 200 | $9.00K | 0.00% | +100+100.0% | Added |
| Private Trust Co NA | 186 | $9.10K | 0.00% | +186 | New |
| Lee Financial Co | 188 | $9.20K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 195 | $9.54K | 0.00% | +10+5.4% | Added |
| GPS Wealth Strategies Group, LLC | 200 | $9.78K | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 200 | $9.78K | 0.01% | +200 | New |
| Hillsdale Investment Management Inc. | 210 | $10.3K | 0.00% | −8,400−97.6% | Reduced |
| Carolinas Wealth Consulting LLC | 222 | $10.8K | 0.00% | −197−47.0% | Reduced |
| First Personal Financial Services | 225 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 242 | $11.8K | 0.00% | +52+27.4% | Added |
| Webster Bank, N. A. | 250 | $12.2K | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 255 | $12.5K | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 255 | $12.5K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 289 | $14.0K | 0.00% | +289 | New |
| Sittner & Nelson, LLC | 300 | $14.7K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 304 | $14.9K | 0.00% | −8−2.6% | Reduced |
| Clear Street Markets LLC | 307 | $15.0K | 0.01% | −154−33.4% | Reduced |
| AlphaMark Advisors, LLC | 300 | $15.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 311 | $15.2K | 0.00% | +30+10.7% | Added |
| Geneos Wealth Management Inc. | 312 | $15.2K | 0.00% | +1+0.3% | Added |
| TSFG, LLC | 336 | $16.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 350 | $17.1K | 0.01% | −700−66.7% | Reduced |
| Fiduciary Alliance LLC | 350 | $17.1K | 0.00% | +350 | New |
| Harbor Investment Advisory, LLC | 366 | $17.9K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 375 | $18.3K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 387 | $18.9K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 400 | $19.6K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 400 | $19.6K | 0.00% | +400 | New |
| Bartlett & Co. LLC | 400 | $20.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 414 | $20.2K | 0.00% | +25+6.4% | Added |
| Zions Bancorporation, N.A. | 458 | $22.4K | 0.00% | +69+17.7% | Added |
| Asset Dedication, LLC | 505 | $24.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 495 | $24.2K | 0.00% | +1+0.2% | Added |
| Brown, Lisle/Cummings, Inc. | 500 | $24.5K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 500 | $24.5K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 504 | $24.7K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 514 | $25.1K | 0.00% | −51−9.0% | Reduced |
| Allworth Financial LP | 518 | $25.3K | 0.00% | −9−1.7% | Reduced |
| Baker Avenue Asset Management, LP | 519 | $25.4K | 0.00% | −8,018−93.9% | Reduced |
| GeoWealth Management, LLC | 526 | $26.0K | 0.00% | +91+20.9% | Added |
| Glassman Wealth Services | 533 | $26.1K | 0.00% | +64+13.6% | Added |
| Column Capital Advisors, LLC | 549 | $26.9K | 0.00% | +329+149.5% | Added |
| AdvisorNet Financial, Inc | 604 | $29.6K | 0.00% | −5−0.8% | Reduced |
| Covestor Ltd | 629 | $31.0K | 0.02% | −242−27.8% | Reduced |
| Westside Investment Management, Inc. | 640 | $31.3K | 0.01% | 00.0% | Unchanged |
| Acuitas Investments, LLC | 700 | $34.2K | 0.02% | +700 | New |