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 |
|---|---|---|---|---|---|
| Trustmark National Bank Trust Department | 12,049 | $486.4K | 0.05% | +500+4.3% | Added |
| Hanson & Doremus Investment Management | 12,001 | $484.0K | 0.10% | −2,890−19.4% | Reduced |
| Regions Financial Corp | 11,948 | $482.3K | 0.00% | +1,156+10.7% | Added |
| Valeo Financial Advisors, LLC | 11,839 | $477.9K | 0.02% | −772−6.1% | Reduced |
| Ieq Capital, LLC | 11,744 | $474.1K | 0.01% | +3,605+44.3% | Added |
| Prudential PLC | 11,636 | $469.7K | 0.01% | −3,171−21.4% | Reduced |
| Burney Co | 11,464 | $462.8K | 0.02% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 11,368 | $458.9K | 0.14% | −11,496−50.3% | Reduced |
| Moneta Group Investment Advisors LLC | 11,281 | $455.4K | 0.01% | −1,342−10.6% | Reduced |
| South Dakota Investment Council | 11,237 | $454.0K | 0.01% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 11,216 | $453.0K | 0.01% | +747+7.1% | Added |
| MRP Capital Investments, LLC | 23,555 | $449.9K | 0.50% | +23,355+11,677.5% | Added |
| Eqis Capital Management, Inc. | 11,036 | $445.5K | 0.05% | +245+2.3% | Added |
| Smith, Moore & Co. | 10,888 | $439.5K | 0.06% | +10,888 | New |
| Vontobel Holding Ltd. | 10,855 | $438.2K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 10,843 | $437.0K | 0.00% | −47,502−81.4% | Reduced |
| Wealthspire Advisors, LLC | 10,698 | $431.9K | 0.01% | +1,214+12.8% | Added |
| D. E. Shaw & Co., Inc. | 10,442 | $421.5K | 0.00% | +1,000+10.6% | Added |
| Thrivent Financial for Lutherans | 10,313 | $416.0K | 0.00% | −97−0.9% | Reduced |
| Argyle Capital Management Inc. | 10,100 | $407.7K | 0.15% | 00.0% | Unchanged |
| Rothschild Investment Corp | 10,085 | $407.0K | 0.03% | +390+4.0% | Added |
| Private Management Group Inc | 10,000 | $403.7K | 0.02% | 00.0% | Unchanged |
| Savant Capital, LLC | 9,910 | $400.1K | 0.01% | +111+1.1% | Added |
| Van Hulzen Asset Management, LLC | 9,900 | $400.0K | 0.03% | +300+3.1% | Added |
| TD Private Client Wealth LLC | 9,873 | $398.6K | 0.02% | +3,594+57.2% | Added |
| Raymond James Trust N.A. | 9,736 | $393.0K | 0.01% | +924+10.5% | Added |
| Metropolitan Life Insurance Co | 9,725 | $392.6K | 0.02% | −488−4.8% | Reduced |
| First Pacific Financial | 9,606 | $387.8K | 0.17% | −347−3.5% | Reduced |
| HB Wealth Management, LLC | 9,454 | $381.7K | 0.01% | −3,638−27.8% | Reduced |
| Advisors Asset Management, Inc. | 9,406 | $379.7K | 0.01% | +922+10.9% | Added |
| Miracle Mile Advisors, LLC | 9,391 | $379.1K | 0.01% | +390+4.3% | Added |
| Great Valley Advisor Group, Inc. | 9,297 | $375.3K | 0.02% | −67−0.7% | Reduced |
| PFG Investments, LLC | 9,287 | $374.9K | 0.07% | +43+0.5% | Added |
| Vantage Consulting Group Inc | 9,227 | $372.5K | 0.25% | +1,228+15.4% | Added |
| Syntax Advisors, LLC | 9,227 | $372.5K | 0.33% | +1,228+15.4% | Added |
| First Community Trust NA | 9,209 | $371.8K | 0.43% | −200−2.1% | Reduced |
| APG Asset Management N.V. | 9,039 | $364.9K | 0.00% | −600−6.2% | Reduced |
| CWM Advisors, LLC | 9,023 | $364.3K | 0.05% | +881+10.8% | Added |
| Wellington Shields & Co., LLC | 9,000 | $363.3K | 0.09% | +9,000 | New |
| MainStreet Investment Advisors LLC | 8,940 | $360.9K | 0.04% | −90−1.0% | Reduced |
| FDx Advisors, Inc. | 8,836 | $357.0K | 0.03% | −150−1.7% | Reduced |
| Norinchukin Bank, The | 8,771 | $354.1K | 0.01% | −8,084−48.0% | Reduced |
| Symmetry Partners, LLC | 8,703 | $351.0K | 0.02% | 00.0% | Unchanged |
| Ossiam | 8,578 | $346.3K | 0.01% | +8,578 | New |
| Metis Global Partners, LLC | 8,557 | $345.4K | 0.02% | +1,521+21.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 8,520 | $344.0K | 0.03% | +107+1.3% | Added |
| Independent Advisor Alliance | 8,421 | $340.0K | 0.02% | −41−0.5% | Reduced |
| Alpha Omega Wealth Management LLC | 8,404 | $339.3K | 0.06% | +1,121+15.4% | Added |
| Assenagon Asset Management S.A. | 8,371 | $337.9K | 0.00% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 8,253 | $333.2K | 0.02% | +1,265+18.1% | Added |
| NorthCrest Asset Manangement, LLC | 8,248 | $333.0K | 0.01% | −300−3.5% | Reduced |
| Truvestments Capital LLC | 8,177 | $330.1K | 0.17% | +1,191+17.0% | Added |
| Empirical Finance, LLC | 8,124 | $328.0K | 0.02% | +833+11.4% | Added |
| Massmutual Trust Co FSB | 8,091 | $326.6K | 0.01% | −140−1.7% | Reduced |
| Guyasuta Investment Advisors Inc | 8,000 | $323.0K | 0.03% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 7,959 | $321.3K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 7,947 | $320.8K | 0.17% | +138+1.8% | Added |
| CWM, LLC | 7,880 | $318.0K | 0.00% | +1,033+15.1% | Added |
| Bokf, NA | 8,570 | $316.2K | 0.01% | −479−5.3% | Reduced |
| ISAM Funds (UK) Ltd | 7,779 | $314.0K | 0.20% | −237−3.0% | Reduced |
| Fortis Advisors, LLC | 7,750 | $312.9K | 0.24% | +600+8.4% | Added |
| Mengis Capital Management, Inc. | 7,750 | $312.9K | 0.07% | 00.0% | Unchanged |
| American Trust | 7,690 | $310.4K | 0.02% | +886+13.0% | Added |
| Kovack Advisors, Inc. | 7,659 | $309.2K | 0.04% | −417−5.2% | Reduced |
| Wesbanco Bank Inc | 7,656 | $309.1K | 0.01% | +636+9.1% | Added |
| Tectonic Advisors LLC | 7,566 | $305.4K | 0.03% | +7,566 | New |
| Monument Capital Management | 7,496 | $302.6K | 0.10% | +2,942+64.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,420 | $299.5K | 0.01% | +27+0.4% | Added |
| ABN AMRO Bank N.V. | 7,240 | $292.1K | 0.01% | +2,040+39.2% | Added |
| RMR Wealth Builders | 7,229 | $291.8K | 0.05% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 7,133 | $288.0K | 0.00% | +7,133 | New |
| CenterBook Partners LP | 7,058 | $284.9K | 0.04% | +7,058 | New |
| SYSTM Wealth Solutions LLC | 7,036 | $284.1K | 0.04% | +681+10.7% | Added |
| Prospera Financial Services Inc | 7,020 | $283.4K | 0.01% | −72−1.0% | Reduced |
| Coldstream Capital Management Inc | 7,010 | $283.0K | 0.01% | +69+1.0% | Added |
| Qube Research & Technologies Ltd | 6,898 | $278.5K | 0.00% | −276,329−97.6% | Reduced |
| Atlas Capital Advisors LLC | 6,803 | $274.6K | 0.05% | +279+4.3% | Added |
| HGK Asset Management Inc | 6,785 | $274.0K | 0.09% | +6,785 | New |
| Nilsine Partners, LLC | 6,685 | $269.9K | 0.04% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 6,684 | $269.8K | 0.02% | −3,874−36.7% | Reduced |
| Old National Bancorp | 6,675 | $269.5K | 0.01% | +2,065+44.8% | Added |
| Simplex Trading, LLC | 6,671 | $269.0K | 0.01% | +6,671 | New |
| Harbour Capital Advisors, LLC | 6,575 | $265.4K | 0.08% | +6,575 | New |
| Seven Eight Capital, LP | 6,573 | $265.4K | 0.03% | +6,573 | New |
| CX Institutional | 6,477 | $261.5K | 0.01% | +578+9.8% | Added |
| Forum Financial Management, LP | 6,447 | $260.3K | 0.01% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 6,439 | $259.9K | 0.00% | −32,475−83.5% | Reduced |
| Fort Washington Investment Advisors Inc | 6,420 | $259.2K | 0.00% | +6,420 | New |
| Westhampton Capital, LLC | 6,400 | $258.4K | 0.17% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 6,372 | $257.2K | 0.04% | −118,699−94.9% | Reduced |
| Greenleaf Trust | 6,352 | $256.4K | 0.00% | −69−1.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 6,326 | $255.4K | 0.03% | +1,855+41.5% | Added |
| Veriti Management LLC | 6,325 | $255.3K | 0.03% | +67+1.1% | Added |
| Petrus Trust Company, LTA | 6,313 | $254.9K | 0.03% | +1,253+24.8% | Added |
| Redwood Financial Network Corp | 6,256 | $252.5K | 0.27% | +6+0.1% | Added |
| NewEdge Wealth, LLC | 6,206 | $250.5K | 0.01% | +339+5.8% | Added |
| Independent Financial Group, LLC | 6,115 | $246.9K | 0.02% | +6,115 | New |
| Kestra Private Wealth Services, LLC | 6,075 | $245.2K | 0.01% | +6,075 | New |
| Psagot Value Holdings Ltd. / (Israel) | 6,000 | $244.0K | 0.12% | −45−0.7% | Reduced |
| Eagle Rock Investment Company, LLC | 6,000 | $242.2K | 0.05% | 00.0% | Unchanged |