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, Q3 2023
Institutional positions in Borgwarner Inc as of Sep 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
- 684
- −42 vs. Q2 2023
- Shares held
- 223.8M
- +1.83M (+0.8%) vs. Q2 2023
- Total value
- $9.05B
- −$1.74B (−16.2%) vs. Q2 2023
- New holders
- 60
- 261 more added
- Sold out
- 102
- 251 more reduced
7 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Borgwarner Inc; share changes are against Q2 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% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $40 | 0.00% | +1 | New |
| Motco | 2 | $81 | 0.00% | −24−92.3% | Reduced |
| Larson Financial Group LLC | 3 | $112 | 0.00% | −384−99.2% | Reduced |
| Sofos Investments, Inc. | 5 | $250 | 0.00% | −44−89.8% | Reduced |
| Brown Brothers Harriman & Co | 8 | $323 | 0.00% | −38−82.6% | Reduced |
| True Wealth Design, LLC | 10 | $404 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 11 | $449 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 12 | $488 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 10 | $502 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 13 | $525 | 0.00% | −5−27.8% | Reduced |
| Tfo-TDC, LLC | 11 | $538 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 14 | $566 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 16 | $646 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 18 | $725 | 0.00% | +18 | New |
| Mark Sheptoff Financial Planning, LLC | 18 | $727 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 22 | $888 | 0.00% | +22 | New |
| Raffa Wealth Management, LLC | 23 | $929 | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 30 | $1.21K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 38 | $1.53K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 43 | $1.74K | 0.00% | +29+207.1% | Added |
| Baystate Wealth Management LLC | 43 | $1.77K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 44 | $1.78K | 0.00% | −7,093−99.4% | Reduced |
| Eagle Bay Advisors LLC | 49 | $1.98K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 49 | $1.98K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 64 | $2.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 50 | $2.02K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 51 | $2.06K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 52 | $2.10K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 53 | $2.14K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 54 | $2.18K | 0.00% | −1,624−96.8% | Reduced |
| Global Financial Private Client, LLC | 58 | $2.31K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 63 | $2.54K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 66 | $2.67K | 0.00% | +2+3.1% | Added |
| Richard W. Paul & Associates, LLC | 67 | $2.71K | 0.00% | −7,592−99.1% | Reduced |
| Capital Advisors, Ltd. LLC | 94 | $4.00K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 100 | $4.03K | 0.00% | −20−16.7% | Reduced |
| Independence Bank of Kentucky | 100 | $4.04K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 104 | $4.20K | 0.00% | +53+103.9% | Added |
| Gradient Investments LLC | 109 | $4.40K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 110 | $4.44K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 117 | $4.72K | 0.00% | +117 | New |
| GW&K Investment Management, LLC | 119 | $5.00K | 0.00% | +6+5.3% | Added |
| Fisher Asset Management, LLC | 145 | $5.85K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 145 | $5.85K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 138 | $6.00K | 0.00% | −1,057−88.5% | Reduced |
| Raleigh Capital Management Inc. | 153 | $6.18K | 0.00% | −5,088−97.1% | Reduced |
| Mechanics Financial Corp | 160 | $6.46K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 164 | $6.62K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 165 | $6.66K | 0.01% | +165 | New |
| Financial Management Professionals, Inc. | 176 | $7.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 179 | $7.00K | 0.00% | +179 | New |
| Carolinas Wealth Consulting LLC | 195 | $7.20K | 0.00% | −27−12.2% | Reduced |
| Nemes Rush Group LLC | 179 | $7.23K | 0.00% | +179 | New |
| Lee Financial Co | 188 | $7.59K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 200 | $8.07K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 225 | $9.08K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 250 | $10.1K | 0.01% | +250 | New |
| Webster Bank, N. A. | 250 | $10.1K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 253 | $10.2K | 0.00% | −242−48.9% | Reduced |
| Peregrine Capital Management LLC | 255 | $10.3K | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 255 | $10.3K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 285 | $11.5K | 0.00% | +43+17.8% | Added |
| AlphaMark Advisors, LLC | 300 | $12.0K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 300 | $12.0K | 0.00% | +300 | New |
| Sittner & Nelson, LLC | 300 | $12.1K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 311 | $12.6K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 312 | $12.6K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 324 | $13.1K | 0.00% | +20+6.6% | Added |
| Baker Avenue Asset Management, LP | 331 | $13.4K | 0.00% | −188−36.2% | Reduced |
| Aspire Private Capital, LLC | 333 | $13.5K | 0.00% | −14,232−97.7% | Reduced |
| TSFG, LLC | 336 | $14.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 350 | $14.1K | 0.00% | +350 | New |
| Harbor Investment Advisory, LLC | 366 | $14.8K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 369 | $14.9K | 0.00% | −164−30.8% | Reduced |
| Riverview Trust Co | 375 | $15.1K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 386 | $15.6K | 0.00% | −118−23.4% | Reduced |
| MV Capital Management, Inc. | 426 | $17.2K | 0.00% | +12+2.9% | Added |
| Zions Bancorporation, N.A. | 449 | $18.1K | 0.00% | −9−2.0% | Reduced |
| EverSource Wealth Advisors, LLC | 486 | $19.6K | 0.00% | −28−5.4% | Reduced |
| Asset Dedication, LLC | 499 | $20.0K | 0.00% | −6−1.2% | Reduced |
| Brown, Lisle/Cummings, Inc. | 500 | $20.2K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 500 | $20.2K | 0.01% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 554 | $22.0K | 0.01% | +265+91.7% | Added |
| Column Capital Advisors, LLC | 549 | $22.2K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 594 | $24.0K | 0.00% | −10−1.7% | Reduced |
| Westside Investment Management, Inc. | 640 | $25.8K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 642 | $25.9K | 0.00% | +124+23.9% | Added |
| Rogco, LP | 671 | $27.1K | 0.01% | +671 | New |
| Headlands Technologies LLC | 692 | $27.9K | 0.01% | +692 | New |
| Steward Partners Investment Advisory, LLC | 878 | $35.4K | 0.00% | +62+7.6% | Added |
| Farther Finance Advisors, LLC | 883 | $35.7K | 0.01% | −82−8.5% | Reduced |
| Front Row Advisors LLC | 894 | $36.1K | 0.02% | +99+12.5% | Added |
| Spire Wealth Management | 918 | $37.1K | 0.00% | +9+1.0% | Added |
| Creative Financial Designs Inc | 918 | $37.1K | 0.00% | −103−10.1% | Reduced |
| Deseret Mutual Benefit Administrators | 957 | $38.6K | 0.02% | −40−4.0% | Reduced |
| Optimum Investment Advisors | 958 | $38.7K | 0.02% | −1,029−51.8% | Reduced |
| Lindbrook Capital, LLC | 959 | $38.7K | 0.00% | −92−8.8% | Reduced |