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 |
|---|---|---|---|---|---|
| Power Wealth Management LLC | 6,775 | $242.9K | 0.18% | +6,775 | New |
| Nilsine Partners, LLC | 6,786 | $243.3K | 0.04% | +101+1.5% | Added |
| Beverly Hills Private Wealth, LLC | 6,806 | $244.0K | 0.06% | −4,562−40.1% | Reduced |
| Savant Capital, LLC | 6,922 | $248.2K | 0.00% | −2,988−30.2% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 7,000 | $252.0K | 0.11% | +1,000+16.7% | Added |
| Veriti Management LLC | 7,173 | $257.1K | 0.02% | +848+13.4% | Added |
| RMR Wealth Builders | 7,229 | $259.2K | 0.04% | 00.0% | Unchanged |
| Bokf, NA | 7,275 | $260.8K | 0.01% | −1,295−15.1% | Reduced |
| First Community Trust NA | 7,309 | $262.0K | 0.28% | −1,900−20.6% | Reduced |
| Jefferies Financial Group Inc. | 7,329 | $262.7K | 0.00% | −6,938−48.6% | Reduced |
| Wellington Shields & Co., LLC | 7,400 | $265.3K | 0.10% | −1,600−17.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,440 | $266.7K | 0.01% | +20+0.3% | Added |
| PFG Investments, LLC | 7,638 | $273.8K | 0.05% | −1,649−17.8% | Reduced |
| Kovack Advisors, Inc. | 7,667 | $274.9K | 0.03% | +8+0.1% | Added |
| CAPROCK Group, Inc. | 7,716 | $276.6K | 0.02% | +7,716 | New |
| Metis Global Partners, LLC | 7,749 | $277.8K | 0.01% | −808−9.4% | Reduced |
| Mengis Capital Management, Inc. | 7,750 | $277.8K | 0.05% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 7,750 | $277.8K | 0.20% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 7,782 | $279.0K | 0.00% | +1,362+21.2% | Added |
| Landscape Capital Management, L.L.C. | 7,807 | $279.9K | 0.02% | +7,807 | New |
| Williams Jones Wealth Management, LLC. | 7,959 | $285.3K | 0.00% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 8,000 | $286.8K | 0.02% | 00.0% | Unchanged |
| Polar Capital Holdings Plc | 8,000 | $286.8K | 0.00% | +8,000 | New |
| Entropy Technologies, LP | 8,050 | $288.6K | 0.05% | +8,050 | New |
| CWM, LLC | 8,060 | $289.0K | 0.00% | +180+2.3% | Added |
| Horan Securities, Inc. | 8,127 | $291.3K | 0.15% | +180+2.3% | Added |
| XTX Topco Ltd | 8,129 | $291.4K | 0.06% | +8,129 | New |
| Norinchukin Bank, The | 8,150 | $292.2K | 0.01% | −621−7.1% | Reduced |
| Prospera Financial Services Inc | 8,160 | $292.5K | 0.01% | +1,140+16.2% | Added |
| Empirical Finance, LLC | 8,171 | $292.9K | 0.02% | +47+0.6% | Added |
| Alpha Omega Wealth Management LLC | 8,209 | $294.3K | 0.05% | −195−2.3% | Reduced |
| NorthCrest Asset Manangement, LLC | 8,251 | $295.8K | 0.01% | +30.0% | Added |
| Tokio Marine Asset Management Co Ltd | 8,253 | $295.9K | 0.02% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 8,374 | $300.2K | 0.02% | −146−1.7% | Reduced |
| Massmutual Trust Co FSB | 8,587 | $307.8K | 0.01% | +496+6.1% | Added |
| Asahi Life Asset Management Co., Ltd. | 8,660 | $310.5K | 0.17% | +8,660 | New |
| HB Wealth Management, LLC | 8,669 | $310.8K | 0.00% | −785−8.3% | Reduced |
| Bridgefront Capital, LLC | 8,673 | $310.9K | 0.23% | +8,673 | New |
| FDx Advisors, Inc. | 8,727 | $313.0K | 0.02% | −109−1.2% | Reduced |
| Independent Advisor Alliance | 8,774 | $314.5K | 0.01% | +353+4.2% | Added |
| Blueshift Asset Management, LLC | 9,095 | $326.1K | 0.17% | +9,095 | New |
| Great Valley Advisor Group, Inc. | 9,108 | $326.4K | 0.01% | −189−2.0% | Reduced |
| Verdence Capital Advisors LLC | 9,116 | $326.8K | 0.03% | +9,116 | New |
| Assenagon Asset Management S.A. | 9,155 | $328.2K | 0.00% | +784+9.4% | Added |
| Tectonic Advisors LLC | 9,254 | $331.8K | 0.03% | +1,688+22.3% | Added |
| Cullen Investment Group, Ltd. | 9,421 | $337.7K | 0.06% | +9,421 | New |
| Ieq Capital, LLC | 9,447 | $338.7K | 0.01% | −2,297−19.6% | Reduced |
| Rothschild Investment LLC | 9,560 | $342.7K | 0.03% | +9,560 | New |
| Metropolitan Life Insurance Co | 9,567 | $343.0K | 0.02% | −158−1.6% | Reduced |
| Park Avenue Securities LLC | 9,572 | $343.0K | 0.00% | −1,644−14.7% | Reduced |
| First Pacific Financial | 9,612 | $344.6K | 0.11% | +6+0.1% | Added |
| E. Ohman J:or Asset Management AB | 9,700 | $347.7K | 0.01% | −2,900−23.0% | Reduced |
| APG Asset Management N.V. | 10,898 | $353.7K | 0.00% | +1,859+20.6% | Added |
| Valeo Financial Advisors, LLC | 9,878 | $354.1K | 0.01% | −1,961−16.6% | Reduced |
| MainStreet Investment Advisors LLC | 9,918 | $355.6K | 0.04% | +978+10.9% | Added |
| Arkadios Wealth Advisors | 9,948 | $356.6K | 0.03% | +4,586+85.5% | Added |
| Private Management Group Inc | 10,000 | $358.5K | 0.01% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 10,137 | $363.4K | 0.01% | +401+4.1% | Added |
| Wealthspire Advisors, LLC | 10,151 | $363.9K | 0.01% | −547−5.1% | Reduced |
| Boothbay Fund Management, LLC | 10,154 | $364.0K | 0.01% | −2,623−20.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 10,163 | $364.4K | 0.00% | −1,904−15.8% | Reduced |
| Thrivent Financial for Lutherans | 10,205 | $366.0K | 0.00% | −108−1.0% | Reduced |
| Truvestments Capital LLC | 10,294 | $369.0K | 0.17% | +2,117+25.9% | Added |
| MeadowBrook Investment Advisors LLC | 10,355 | $371.2K | 0.35% | +10,355 | New |
| Handelsinvest Investeringsforvaltning | 10,445 | $374.0K | 0.15% | +10,445 | New |
| Kingsview Wealth Management, LLC | 10,528 | $377.4K | 0.01% | −5,512−34.4% | Reduced |
| Johnson Financial Group, Inc. | 10,595 | $379.8K | 0.02% | −4,414−29.4% | Reduced |
| Advisors Asset Management, Inc. | 10,647 | $381.7K | 0.01% | +1,241+13.2% | Added |
| Vantage Consulting Group Inc | 10,671 | $382.6K | 0.26% | +1,444+15.6% | Added |
| Burney Co | 10,700 | $383.6K | 0.02% | −764−6.7% | Reduced |
| Van Hulzen Asset Management, LLC | 10,750 | $385.0K | 0.03% | +850+8.6% | Added |
| Gsa Capital Partners LLP | 10,738 | $385.0K | 0.03% | +10,738 | New |
| Teacher Retirement System of Texas | 10,774 | $386.0K | 0.00% | −7,385−40.7% | Reduced |
| Regions Financial Corp | 10,824 | $388.0K | 0.00% | −1,124−9.4% | Reduced |
| Smith, Moore & Co. | 10,843 | $388.7K | 0.05% | −45−0.4% | Reduced |
| Vontobel Holding Ltd. | 10,855 | $389.2K | 0.00% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 10,884 | $390.2K | 0.01% | −397−3.5% | Reduced |
| CSS LLC | 11,000 | $394.4K | 0.03% | +11,000 | New |
| MAI Capital Management | 11,086 | $397.4K | 0.01% | −3,496−24.0% | Reduced |
| Hanson & Doremus Investment Management | 11,144 | $400.0K | 0.08% | −857−7.1% | Reduced |
| South Dakota Investment Council | 11,237 | $403.0K | 0.01% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 11,328 | $406.1K | 0.03% | +11,328 | New |
| Ossiam | 11,370 | $407.6K | 0.01% | +2,792+32.5% | Added |
| Lazard Asset Management LLC | 11,554 | $413.0K | 0.00% | +711+6.6% | Added |
| Tritonpoint Wealth, LLC | 11,549 | $414.0K | 0.04% | +11,549 | New |
| Prudential PLC | 11,586 | $415.4K | 0.00% | −50−0.4% | Reduced |
| William Blair Investment Management, LLC | 11,851 | $424.9K | 0.00% | +11,851 | New |
| Logan Capital Management Inc | 12,076 | $432.9K | 0.02% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 12,150 | $436.0K | 0.02% | 00.0% | Unchanged |
| Searle & Co. | 12,300 | $441.0K | 0.12% | −8,900−42.0% | Reduced |
| Diligent Investors, LLC | 12,350 | $442.7K | 0.12% | −3,100−20.1% | Reduced |
| CWM Advisors, LLC | 12,388 | $444.1K | 0.05% | +3,365+37.3% | Added |
| Prudent Man Advisors, LLC | 12,624 | $452.6K | 0.17% | −756−5.7% | Reduced |
| Private Advisor Group, LLC | 12,706 | $455.5K | 0.00% | −1,266−9.1% | Reduced |
| HITE Hedge Asset Management LLC | 12,736 | $456.6K | 0.05% | +12,736 | New |
| Edgestream Partners, L.P. | 12,800 | $458.9K | 0.03% | +6,116+91.5% | Added |
| Inceptionr LLC | 12,852 | $460.7K | 0.33% | +12,852 | New |
| Agf Management Ltd | 12,956 | $464.5K | 0.00% | +12,956 | New |
| Integrated Wealth Concepts LLC | 13,007 | $466.3K | 0.01% | −3,467−21.0% | Reduced |
| Advanced Portfolio Management, LLC | 13,213 | $473.7K | 0.50% | +13,213 | New |