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 |
|---|---|---|---|---|---|
| Montag A & Associates Inc | 1,900 | $92.9K | 0.01% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 21,437 | $88.5K | 0.01% | +330+1.6% | Added |
| Exchange Traded Concepts, LLC | 1,734 | $84.8K | 0.00% | +1,734 | New |
| UniSuper Management Pty Ltd | 1,700 | $83.1K | 0.00% | +1,700 | New |
| Bay Harbor Wealth Management, LLC | 1,678 | $82.1K | 0.03% | +95+6.0% | Added |
| FinTrust Capital Advisors, LLC | 1,966 | $79.1K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,610 | $78.7K | 0.03% | −190−10.6% | Reduced |
| ICA Group Wealth Management, LLC | 1,610 | $78.7K | 0.02% | +1,610 | New |
| Sentry Investment Management LLC | 1,512 | $74.0K | 0.03% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,506 | $73.0K | 0.00% | +1,506 | New |
| GHP Investment Advisors, Inc. | 1,767 | $72.0K | 0.00% | +1,582+855.1% | Added |
| Harbour Investments, Inc. | 1,470 | $71.9K | 0.00% | +240+19.5% | Added |
| JFS Wealth Advisors, LLC | 1,406 | $68.8K | 0.01% | −1−0.1% | Reduced |
| Nkcfo LLC | 1,540 | $66.0K | 0.03% | 00.0% | Unchanged |
| Park Place Capital Corp | 1,329 | $65.0K | 0.02% | +539+68.2% | Added |
| Evermay Wealth Management LLC | 1,300 | $63.6K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,255 | $61.4K | 0.01% | +21+1.7% | Added |
| Quent Capital, LLC | 1,236 | $60.4K | 0.01% | +1+0.1% | Added |
| Hantz Financial Services, Inc. | 1,195 | $58.0K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,213 | $56.7K | 0.04% | +332+37.7% | Added |
| Wolff Wiese Magana LLC | 1,054 | $51.6K | 0.04% | −48−4.4% | Reduced |
| Lindbrook Capital, LLC | 1,051 | $51.4K | 0.01% | +46+4.6% | Added |
| Grove Bank & Trust | 1,046 | $51.2K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,021 | $50.0K | 0.01% | +13+1.3% | Added |
| Whittier Trust Co of Nevada Inc | 1,009 | $49.3K | 0.00% | +2+0.2% | Added |
| Cary Street Partner Investment Advisory LLC | 1,000 | $48.9K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 997 | $48.8K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 965 | $47.2K | 0.01% | +53+5.8% | Added |
| Huntington National Bank | 941 | $46.0K | 0.00% | +435+86.0% | Added |
| Spire Wealth Management | 909 | $44.5K | 0.00% | +3+0.3% | Added |
| Ronald Blue Trust, Inc. | 824 | $40.0K | 0.00% | −6,689−89.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 816 | $39.9K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 795 | $39.0K | 0.02% | +98+14.1% | Added |
| Acuitas Investments, LLC | 700 | $34.2K | 0.02% | +700 | New |
| Westside Investment Management, Inc. | 640 | $31.3K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 629 | $31.0K | 0.02% | −242−27.8% | Reduced |
| AdvisorNet Financial, Inc | 604 | $29.6K | 0.00% | −5−0.8% | Reduced |
| Column Capital Advisors, LLC | 549 | $26.9K | 0.00% | +329+149.5% | Added |
| Glassman Wealth Services | 533 | $26.1K | 0.00% | +64+13.6% | Added |
| GeoWealth Management, LLC | 526 | $26.0K | 0.00% | +91+20.9% | Added |
| Baker Avenue Asset Management, LP | 519 | $25.4K | 0.00% | −8,018−93.9% | Reduced |
| Allworth Financial LP | 518 | $25.3K | 0.00% | −9−1.7% | Reduced |
| EverSource Wealth Advisors, LLC | 514 | $25.1K | 0.00% | −51−9.0% | Reduced |
| Assetmark, Inc | 504 | $24.7K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 500 | $24.5K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 500 | $24.5K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 495 | $24.2K | 0.00% | +1+0.2% | Added |
| Asset Dedication, LLC | 505 | $24.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 458 | $22.4K | 0.00% | +69+17.7% | Added |
| MV Capital Management, Inc. | 414 | $20.2K | 0.00% | +25+6.4% | Added |
| Bartlett & Co. LLC | 400 | $20.0K | 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 |
| Larson Financial Group LLC | 387 | $18.9K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 375 | $18.3K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 366 | $17.9K | 0.00% | 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 |
| TSFG, LLC | 336 | $16.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 312 | $15.2K | 0.00% | +1+0.3% | Added |
| MCF Advisors LLC | 311 | $15.2K | 0.00% | +30+10.7% | Added |
| Clear Street Markets LLC | 307 | $15.0K | 0.01% | −154−33.4% | Reduced |
| AlphaMark Advisors, LLC | 300 | $15.0K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 304 | $14.9K | 0.00% | −8−2.6% | Reduced |
| Sittner & Nelson, LLC | 300 | $14.7K | 0.01% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 289 | $14.0K | 0.00% | +289 | New |
| 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 |
| Webster Bank, N. A. | 250 | $12.2K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 242 | $11.8K | 0.00% | +52+27.4% | Added |
| First Personal Financial Services | 225 | $11.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 222 | $10.8K | 0.00% | −197−47.0% | Reduced |
| Hillsdale Investment Management Inc. | 210 | $10.3K | 0.00% | −8,400−97.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 200 | $9.78K | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 200 | $9.78K | 0.01% | +200 | New |
| CVA Family Office, LLC | 195 | $9.54K | 0.00% | +10+5.4% | Added |
| Lee Financial Co | 188 | $9.20K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 186 | $9.10K | 0.00% | +186 | New |
| 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 |
| Proffitt & Goodson Inc | 164 | $8.02K | 0.00% | −118−41.8% | Reduced |
| Mechanics Financial Corp | 160 | $7.83K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 145 | $7.09K | 0.00% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 145 | $7.09K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 113 | $6.00K | 0.00% | +113 | New |
| Coppell Advisory Solutions LLC | 120 | $5.78K | 0.00% | +120 | New |
| First Capital Advisors Group, LLC. | 112 | $5.48K | 0.00% | +112 | New |
| Acima Private Wealth, LLC | 110 | $5.38K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 109 | $5.33K | 0.00% | +10+10.1% | Added |
| Capital Advisors, Ltd. LLC | 94 | $5.00K | 0.00% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 100 | $4.89K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 100 | $4.89K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 90 | $4.40K | 0.00% | +90 | New |
| SJS Investment Consulting Inc. | 64 | $3.13K | 0.00% | −10−13.5% | Reduced |
| Red Tortoise LLC | 63 | $3.08K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 64 | $3.00K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 65 | $3.00K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 58 | $2.90K | 0.00% | +58 | New |
| Key Financial Inc | 53 | $2.59K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 52 | $2.54K | 0.00% | 00.0% | Unchanged |