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 |
|---|---|---|---|---|---|
| Trust Co of Vermont | 982 | $39.6K | 0.00% | +980+49,000.0% | Added |
| Harbour Investments, Inc. | 984 | $39.7K | 0.00% | −486−33.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,000 | $40.4K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,005 | $40.6K | 0.03% | −49−4.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,009 | $40.7K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,046 | $42.2K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 1,054 | $42.5K | 0.02% | −8,182−88.6% | Reduced |
| Parkside Financial Bank & Trust | 1,105 | $44.6K | 0.01% | −150−12.0% | Reduced |
| Evermay Wealth Management LLC | 1,200 | $48.4K | 0.01% | −100−7.7% | Reduced |
| AllSquare Wealth Management LLC | 1,213 | $49.0K | 0.03% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,274 | $51.0K | 0.01% | +1,274 | New |
| Penserra Capital Management LLC | 1,296 | $52.0K | 0.00% | −210−13.9% | Reduced |
| Acuitas Investments, LLC | 1,300 | $52.5K | 0.03% | +600+85.7% | Added |
| ING Groep NV | 1,310 | $52.9K | 0.00% | +1,310 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 1,347 | $54.0K | 0.00% | −28,427−95.5% | Reduced |
| Sentry Investment Management LLC | 1,381 | $56.0K | 0.03% | −131−8.7% | Reduced |
| JFS Wealth Advisors, LLC | 1,410 | $56.9K | 0.01% | +4+0.3% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,423 | $57.0K | 0.00% | −1,878−56.9% | Reduced |
| Huntington National Bank | 1,421 | $57.4K | 0.00% | +480+51.0% | Added |
| Quent Capital, LLC | 1,441 | $58.2K | 0.01% | +205+16.6% | Added |
| Covestor Ltd | 1,481 | $60.0K | 0.05% | +852+135.5% | Added |
| Nkcfo LLC | 1,540 | $62.0K | 0.03% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,610 | $65.0K | 0.02% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,634 | $66.0K | 0.01% | −332−16.9% | Reduced |
| GHP Investment Advisors, Inc. | 1,767 | $68.4K | 0.00% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 1,700 | $68.6K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,712 | $69.1K | 0.00% | +1,712 | New |
| Montag A & Associates Inc | 1,900 | $76.7K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 1,919 | $77.5K | 0.01% | −10−0.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,989 | $80.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 2,006 | $81.0K | 0.00% | −909−31.2% | Reduced |
| AlphaCentric Advisors LLC | 2,246 | $90.7K | 0.05% | −234−9.4% | Reduced |
| Studio Investment Management LLC | 2,290 | $92.4K | 0.03% | +2,290 | New |
| Anchor Investment Management, LLC | 2,400 | $96.9K | 0.01% | 00.0% | Unchanged |
| BluePath Capital Management, LLC | 2,437 | $98.4K | 0.09% | +2,437 | New |
| Global Retirement Partners, LLC | 2,800 | $109.8K | 0.01% | +353+14.4% | Added |
| Parallel Advisors, LLC | 2,851 | $115.1K | 0.00% | −687−19.4% | Reduced |
| International Assets Investment Management, LLC | 22,470 | $116.1K | 0.02% | +1,033+4.8% | Added |
| Ameritas Investment Partners, Inc. | 2,948 | $119.0K | 0.00% | 00.0% | Unchanged |
| Westpac Banking Corp | 2,979 | $120.3K | 0.01% | −34,600−92.1% | Reduced |
| Proequities, Inc. | 3,023 | $122.0K | 0.01% | −332−9.9% | Reduced |
| HM Payson & Co | 3,276 | $132.3K | 0.00% | 00.0% | Unchanged |
| Wahed Invest LLC | 3,578 | $144.4K | 0.05% | +222+6.6% | Added |
| Signaturefd, LLC | 3,629 | $146.5K | 0.00% | −40−1.1% | Reduced |
| Ci Investments Inc. | 3,784 | $153.0K | 0.00% | +83+2.2% | Added |
| Horizon Investments, LLC | 3,824 | $154.4K | 0.00% | −122−3.1% | Reduced |
| North Star Investment Management Corp. | 4,000 | $161.5K | 0.01% | +4,000 | New |
| Capital Analysts, LLC | 4,003 | $162.0K | 0.01% | +1,052+35.6% | Added |
| Global Trust Asset Management, LLC | 4,129 | $166.7K | 0.08% | −66−1.6% | Reduced |
| Ronald Blue Trust, Inc. | 3,685 | $180.0K | 0.00% | +2,861+347.2% | Added |
| Ancora Advisors, LLC | 4,470 | $180.5K | 0.00% | +4,470 | New |
| First Horizon Advisors, Inc. | 4,609 | $186.1K | 0.01% | −7−0.2% | Reduced |
| Smithfield Trust Co | 4,791 | $192.0K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 4,801 | $193.8K | 0.02% | −184−3.7% | Reduced |
| Umb Bank N A | 4,952 | $199.9K | 0.00% | +327+7.1% | Added |
| Financial Security Advisor, Inc. | 4,997 | $201.7K | 0.09% | +4,997 | New |
| Intrepid Financial Planning Group LLC | 5,054 | $204.0K | 0.11% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 5,070 | $204.7K | 0.06% | +5,070 | New |
| Globeflex Capital L P | 5,130 | $207.1K | 0.02% | −3,053−37.3% | Reduced |
| Navellier & Associates Inc | 5,177 | $209.0K | 0.04% | +5,177 | New |
| Bell Bank | 5,213 | $210.4K | 0.02% | +827+18.9% | Added |
| CIBC World Markets Inc. | 5,222 | $211.0K | 0.00% | −548−9.5% | Reduced |
| LGT Fund Management Co Ltd. | 5,300 | $211.3K | 0.10% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 5,250 | $211.9K | 0.09% | −9,573−64.6% | Reduced |
| SFMG, LLC | 5,260 | $212.3K | 0.02% | +191+3.8% | Added |
| Riverwater Partners LLC | 5,280 | $213.2K | 0.19% | −300−5.4% | Reduced |
| Arkadios Wealth Advisors | 5,362 | $216.5K | 0.02% | +961+21.8% | Added |
| DoubleLine ETF Adviser LP | 5,395 | $217.8K | 0.08% | +174+3.3% | Added |
| Quadrant Capital Group LLC | 5,472 | $220.9K | 0.02% | +3,106+131.3% | Added |
| Buckley Wealth Management, LLC | 5,533 | $223.4K | 0.08% | −6,261−53.1% | Reduced |
| Prestige Wealth Management Group LLC | 5,538 | $223.6K | 0.06% | +195+3.6% | Added |
| Vestcor Inc | 5,543 | $224.0K | 0.01% | 00.0% | Unchanged |
| Invesco, LLC | 5,556 | $224.3K | 0.11% | −44−0.8% | Reduced |
| One Wealth Advisors, LLC | 5,560 | $224.5K | 0.05% | +1,011+22.2% | Added |
| Wealth Alliance | 5,570 | $224.9K | 0.04% | −614−9.9% | Reduced |
| Castleark Management LLC | 5,574 | $225.0K | 0.01% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 5,600 | $226.1K | 0.07% | 00.0% | Unchanged |
| Whittier Trust Co | 5,604 | $226.2K | 0.00% | −206−3.5% | Reduced |
| Beacon Investment Advisory Services, Inc. | 5,633 | $227.4K | 0.01% | +43+0.8% | Added |
| Boston Private Wealth LLC | 5,721 | $231.0K | 0.01% | −2,031−26.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 5,748 | $232.0K | 0.00% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 5,855 | $236.0K | 0.01% | −500−7.9% | Reduced |
| Gateway Investment Advisers LLC | 5,917 | $238.9K | 0.00% | −582−9.0% | Reduced |
| National Asset Management, Inc. | 5,975 | $241.2K | 0.01% | −5,559−48.2% | Reduced |
| Eagle Rock Investment Company, LLC | 6,000 | $242.2K | 0.05% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 6,000 | $244.0K | 0.12% | −45−0.7% | Reduced |
| Kestra Private Wealth Services, LLC | 6,075 | $245.2K | 0.01% | +6,075 | New |
| Independent Financial Group, LLC | 6,115 | $246.9K | 0.02% | +6,115 | New |
| NewEdge Wealth, LLC | 6,206 | $250.5K | 0.01% | +339+5.8% | Added |
| Redwood Financial Network Corp | 6,256 | $252.5K | 0.27% | +6+0.1% | Added |
| Petrus Trust Company, LTA | 6,313 | $254.9K | 0.03% | +1,253+24.8% | Added |
| Veriti Management LLC | 6,325 | $255.3K | 0.03% | +67+1.1% | Added |
| Mount Yale Investment Advisors, LLC | 6,326 | $255.4K | 0.03% | +1,855+41.5% | Added |
| Greenleaf Trust | 6,352 | $256.4K | 0.00% | −69−1.1% | Reduced |
| Mirabella Financial Services LLP | 6,372 | $257.2K | 0.04% | −118,699−94.9% | Reduced |
| Westhampton Capital, LLC | 6,400 | $258.4K | 0.17% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 6,420 | $259.2K | 0.00% | +6,420 | New |
| Ontario Teachers Pension Plan Board | 6,439 | $259.9K | 0.00% | −32,475−83.5% | Reduced |
| Forum Financial Management, LP | 6,447 | $260.3K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 6,477 | $261.5K | 0.01% | +578+9.8% | Added |