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, Q4 2023
Institutional positions in Borgwarner Inc as of Dec 31, 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
- 679
- +4 vs. Q3 2023
- Shares held
- 221.6M
- −2.11M (−0.9%) vs. Q3 2023
- Total value
- $7.94B
- −$1.10B (−12.2%) vs. Q3 2023
- New holders
- 112
- 213 more added
- Sold out
- 108
- 278 more reduced
9 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Borgwarner Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GWM Advisors LLC | 428 | $15.3K | 0.00% | +175+69.2% | Added |
| Princeton Global Asset Management LLC | 430 | $15.4K | 0.00% | +430 | New |
| Atlas Capital Advisors LLC | 456 | $16.3K | 0.00% | −6,347−93.3% | Reduced |
| EverSource Wealth Advisors, LLC | 481 | $17.2K | 0.00% | −5−1.0% | Reduced |
| Asset Dedication, LLC | 499 | $18.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 532 | $19.1K | 0.00% | +146+37.8% | Added |
| Allworth Financial LP | 542 | $19.4K | 0.00% | −100−15.6% | Reduced |
| Rakuten Investment Management, Inc. | 582 | $20.9K | 0.00% | +582 | New |
| AdvisorNet Financial, Inc | 609 | $21.8K | 0.00% | +15+2.5% | Added |
| Westside Investment Management, Inc. | 640 | $22.9K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 661 | $23.7K | 0.00% | −217−24.7% | Reduced |
| Rogco, LP | 671 | $24.1K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 762 | $27.3K | 0.02% | −195−20.4% | Reduced |
| EdgeRock Capital LLC | 868 | $29.6K | 0.02% | +868 | New |
| Lindbrook Capital, LLC | 842 | $30.2K | 0.00% | −117−12.2% | Reduced |
| Spire Wealth Management | 934 | $30.7K | 0.00% | +16+1.7% | Added |
| Sound Income Strategies, LLC | 895 | $32.1K | 0.00% | +895 | New |
| Harbour Investments, Inc. | 897 | $32.1K | 0.00% | −87−8.8% | Reduced |
| Global X Japan Co., Ltd. | 910 | $32.6K | 0.02% | +910 | New |
| Bruce G. Allen Investments, LLC | 929 | $33.3K | 0.03% | +929 | New |
| NBC Securities, Inc. | 976 | $34.0K | 0.00% | −298−23.4% | Reduced |
| Optimum Investment Advisors | 959 | $34.4K | 0.02% | +1+0.1% | Added |
| Wolff Wiese Magana LLC | 1,005 | $36.0K | 0.03% | 00.0% | Unchanged |
| Operose Advisors LLC | 1,054 | $37.8K | 0.02% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,068 | $38.0K | 0.00% | −228−17.6% | Reduced |
| Studio Investment Management LLC | 1,101 | $39.5K | 0.01% | −1,189−51.9% | Reduced |
| Grove Bank & Trust | 1,105 | $39.6K | 0.01% | +59+5.6% | Added |
| Huntington National Bank | 1,128 | $40.4K | 0.00% | −293−20.6% | Reduced |
| Quest Partners LLC | 1,129 | $40.5K | 0.01% | +1,129 | New |
| Parkside Financial Bank & Trust | 1,155 | $41.4K | 0.01% | +50+4.5% | Added |
| Evermay Wealth Management LLC | 1,200 | $43.0K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,259 | $45.1K | 0.00% | +376+42.6% | Added |
| Principal Securities, Inc. | 1,279 | $45.9K | 0.00% | +1,279 | New |
| Acuitas Investments, LLC | 1,300 | $46.6K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,464 | $48.5K | 0.00% | −1,336−47.7% | Reduced |
| JFS Wealth Advisors, LLC | 1,414 | $50.7K | 0.00% | +4+0.3% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,414 | $51.0K | 0.00% | −9−0.6% | Reduced |
| Rosenberg Matthew Hamilton | 1,550 | $55.6K | 0.02% | −60−3.7% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,680 | $60.2K | 0.00% | +1,425+558.8% | Added |
| Jones Financial Companies LLLP | 1,751 | $62.8K | 0.00% | +39+2.3% | Added |
| ICA Group Wealth Management, LLC | 1,854 | $66.5K | 0.01% | +1,854 | New |
| Montag A & Associates Inc | 1,900 | $68.1K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 1,919 | $68.8K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 2,070 | $74.0K | 0.05% | +589+39.8% | Added |
| EntryPoint Capital, LLC | 2,065 | $74.0K | 0.07% | +2,065 | New |
| United Community Bank | 2,079 | $74.5K | 0.03% | +2,079 | New |
| Central Trust Co | 2,093 | $75.0K | 0.00% | +87+4.3% | Added |
| Quadrant Capital Group LLC | 2,217 | $79.5K | 0.01% | −3,255−59.5% | Reduced |
| GAMMA Investing LLC | 2,355 | $79.8K | 0.02% | +2,355 | New |
| Anchor Investment Management, LLC | 2,300 | $82.5K | 0.01% | −100−4.2% | Reduced |
| Quent Capital, LLC | 2,399 | $86.0K | 0.01% | +958+66.5% | Added |
| Parallel Advisors, LLC | 2,476 | $88.8K | 0.00% | −375−13.2% | Reduced |
| Brown, Lisle/Cummings, Inc. | 2,500 | $89.6K | 0.03% | +2,000+400.0% | Added |
| Proequities, Inc. | 2,502 | $89.7K | 0.01% | −521−17.2% | Reduced |
| Whittier Trust Co | 2,649 | $94.9K | 0.00% | −2,955−52.7% | Reduced |
| Smartleaf Asset Management LLC | 2,850 | $102.6K | 0.03% | +2,850 | New |
| Ameritas Investment Partners, Inc. | 2,948 | $105.7K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 3,260 | $116.9K | 0.00% | −369−10.2% | Reduced |
| HM Payson & Co | 3,276 | $117.4K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 3,297 | $118.0K | 0.00% | −487−12.9% | Reduced |
| Sheets Smith Wealth Management | 17,429 | $125.1K | 0.02% | +17,429 | New |
| UniSuper Management Pty Ltd | 3,719 | $133.3K | 0.00% | +2,019+118.8% | Added |
| Horizon Investments, LLC | 3,838 | $137.6K | 0.00% | +14+0.4% | Added |
| Wahed Invest LLC | 3,980 | $142.7K | 0.04% | +402+11.2% | Added |
| Global Trust Asset Management, LLC | 4,128 | $148.0K | 0.06% | −10.0% | Reduced |
| Capital Analysts, LLC | 4,512 | $162.0K | 0.01% | +509+12.7% | Added |
| First Horizon Advisors, Inc. | 4,611 | $165.3K | 0.01% | +20.0% | Added |
| Ronald Blue Trust, Inc. | 4,215 | $170.0K | 0.00% | +530+14.4% | Added |
| Umb Bank N A | 4,768 | $170.9K | 0.00% | −184−3.7% | Reduced |
| DAGCO, Inc. | 4,797 | $172.0K | 0.16% | +4,797 | New |
| Dynamic Wealth Strategies, LLC | 4,797 | $172.0K | 0.16% | +4,797 | New |
| Oakworth Capital, Inc. | 4,801 | $172.1K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 4,805 | $172.3K | 0.01% | −29,542−86.0% | Reduced |
| Globeflex Capital L P | 5,130 | $183.9K | 0.02% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 5,373 | $192.6K | 0.00% | −19,661−78.5% | Reduced |
| Vestcor Inc | 5,543 | $199.0K | 0.01% | 00.0% | Unchanged |
| Castleark Management LLC | 5,574 | $199.8K | 0.01% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 5,600 | $200.8K | 0.05% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 5,647 | $202.4K | 0.01% | +14+0.2% | Added |
| Coldstream Capital Management Inc | 5,667 | $203.2K | 0.01% | −1,343−19.2% | Reduced |
| Quantbot Technologies LP | 5,713 | $204.8K | 0.01% | +5,713 | New |
| Benjamin F. Edwards & Company, Inc. | 5,714 | $205.0K | 0.00% | +3,725+187.3% | Added |
| Siemens Fonds Invest GmbH | 5,779 | $207.2K | 0.02% | +5,779 | New |
| TD Private Client Wealth LLC | 5,821 | $208.7K | 0.01% | −4,052−41.0% | Reduced |
| IFG Advisory, LLC | 5,832 | $209.1K | 0.02% | −7,755−57.1% | Reduced |
| American Trust | 5,853 | $209.8K | 0.02% | −1,837−23.9% | Reduced |
| SYSTM Wealth Solutions LLC | 5,878 | $210.7K | 0.03% | −1,158−16.5% | Reduced |
| Wedbush Securities Inc | 5,966 | $214.0K | 0.01% | +5,966 | New |
| Lido Advisors, LLC | 5,975 | $214.2K | 0.00% | +5,975 | New |
| Eagle Rock Investment Company, LLC | 6,000 | $215.1K | 0.04% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 6,000 | $215.1K | 0.02% | +2,000+50.0% | Added |
| Marshall Wace, LLP | 6,047 | $216.8K | 0.00% | −47,713−88.8% | Reduced |
| ISAM Funds (UK) Ltd | 6,126 | $219.6K | 0.16% | −1,653−21.2% | Reduced |
| CX Institutional | 6,134 | $219.9K | 0.01% | −343−5.3% | Reduced |
| SG Americas Securities, LLC | 6,159 | $221.0K | 0.00% | −15,926−72.1% | Reduced |
| MQS Management LLC | 6,229 | $223.3K | 0.12% | +6,229 | New |
| Westhampton Capital, LLC | 6,400 | $229.4K | 0.14% | 00.0% | Unchanged |
| Forum Financial Management, LP | 6,440 | $230.9K | 0.00% | −7−0.1% | Reduced |
| Beacon Pointe Advisors, LLC | 6,632 | $237.7K | 0.00% | −501−7.0% | Reduced |
| Schroder Investment Management Group | 6,723 | $241.0K | 0.00% | −310,545−97.9% | Reduced |