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 |
|---|---|---|---|---|---|
| MAI Capital Management | 11,086 | $397.4K | 0.01% | −3,496−24.0% | Reduced |
| CSS LLC | 11,000 | $394.4K | 0.03% | +11,000 | New |
| Moneta Group Investment Advisors LLC | 10,884 | $390.2K | 0.01% | −397−3.5% | Reduced |
| Vontobel Holding Ltd. | 10,855 | $389.2K | 0.00% | 00.0% | Unchanged |
| Smith, Moore & Co. | 10,843 | $388.7K | 0.05% | −45−0.4% | Reduced |
| Regions Financial Corp | 10,824 | $388.0K | 0.00% | −1,124−9.4% | Reduced |
| Teacher Retirement System of Texas | 10,774 | $386.0K | 0.00% | −7,385−40.7% | 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 |
| Burney Co | 10,700 | $383.6K | 0.02% | −764−6.7% | Reduced |
| Vantage Consulting Group Inc | 10,671 | $382.6K | 0.26% | +1,444+15.6% | Added |
| Advisors Asset Management, Inc. | 10,647 | $381.7K | 0.01% | +1,241+13.2% | Added |
| Johnson Financial Group, Inc. | 10,595 | $379.8K | 0.02% | −4,414−29.4% | Reduced |
| Kingsview Wealth Management, LLC | 10,528 | $377.4K | 0.01% | −5,512−34.4% | Reduced |
| Handelsinvest Investeringsforvaltning | 10,445 | $374.0K | 0.15% | +10,445 | New |
| MeadowBrook Investment Advisors LLC | 10,355 | $371.2K | 0.35% | +10,355 | New |
| Truvestments Capital LLC | 10,294 | $369.0K | 0.17% | +2,117+25.9% | Added |
| Thrivent Financial for Lutherans | 10,205 | $366.0K | 0.00% | −108−1.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 10,163 | $364.4K | 0.00% | −1,904−15.8% | Reduced |
| Boothbay Fund Management, LLC | 10,154 | $364.0K | 0.01% | −2,623−20.5% | Reduced |
| Wealthspire Advisors, LLC | 10,151 | $363.9K | 0.01% | −547−5.1% | Reduced |
| Raymond James Trust N.A. | 10,137 | $363.4K | 0.01% | +401+4.1% | Added |
| Private Management Group Inc | 10,000 | $358.5K | 0.01% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 9,948 | $356.6K | 0.03% | +4,586+85.5% | Added |
| MainStreet Investment Advisors LLC | 9,918 | $355.6K | 0.04% | +978+10.9% | Added |
| Valeo Financial Advisors, LLC | 9,878 | $354.1K | 0.01% | −1,961−16.6% | Reduced |
| APG Asset Management N.V. | 10,898 | $353.7K | 0.00% | +1,859+20.6% | Added |
| E. Ohman J:or Asset Management AB | 9,700 | $347.7K | 0.01% | −2,900−23.0% | Reduced |
| First Pacific Financial | 9,612 | $344.6K | 0.11% | +6+0.1% | Added |
| Park Avenue Securities LLC | 9,572 | $343.0K | 0.00% | −1,644−14.7% | Reduced |
| Metropolitan Life Insurance Co | 9,567 | $343.0K | 0.02% | −158−1.6% | Reduced |
| Rothschild Investment LLC | 9,560 | $342.7K | 0.03% | +9,560 | New |
| Ieq Capital, LLC | 9,447 | $338.7K | 0.01% | −2,297−19.6% | Reduced |
| Cullen Investment Group, Ltd. | 9,421 | $337.7K | 0.06% | +9,421 | New |
| Tectonic Advisors LLC | 9,254 | $331.8K | 0.03% | +1,688+22.3% | Added |
| Assenagon Asset Management S.A. | 9,155 | $328.2K | 0.00% | +784+9.4% | Added |
| Verdence Capital Advisors LLC | 9,116 | $326.8K | 0.03% | +9,116 | New |
| Great Valley Advisor Group, Inc. | 9,108 | $326.4K | 0.01% | −189−2.0% | Reduced |
| Blueshift Asset Management, LLC | 9,095 | $326.1K | 0.17% | +9,095 | New |
| Independent Advisor Alliance | 8,774 | $314.5K | 0.01% | +353+4.2% | Added |
| FDx Advisors, Inc. | 8,727 | $313.0K | 0.02% | −109−1.2% | Reduced |
| Bridgefront Capital, LLC | 8,673 | $310.9K | 0.23% | +8,673 | New |
| HB Wealth Management, LLC | 8,669 | $310.8K | 0.00% | −785−8.3% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 8,660 | $310.5K | 0.17% | +8,660 | New |
| Massmutual Trust Co FSB | 8,587 | $307.8K | 0.01% | +496+6.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 8,374 | $300.2K | 0.02% | −146−1.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 8,253 | $295.9K | 0.02% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 8,251 | $295.8K | 0.01% | +30.0% | Added |
| Alpha Omega Wealth Management LLC | 8,209 | $294.3K | 0.05% | −195−2.3% | Reduced |
| Empirical Finance, LLC | 8,171 | $292.9K | 0.02% | +47+0.6% | Added |
| Prospera Financial Services Inc | 8,160 | $292.5K | 0.01% | +1,140+16.2% | Added |
| Norinchukin Bank, The | 8,150 | $292.2K | 0.01% | −621−7.1% | Reduced |
| XTX Topco Ltd | 8,129 | $291.4K | 0.06% | +8,129 | New |
| Horan Securities, Inc. | 8,127 | $291.3K | 0.15% | +180+2.3% | Added |
| CWM, LLC | 8,060 | $289.0K | 0.00% | +180+2.3% | Added |
| Entropy Technologies, LP | 8,050 | $288.6K | 0.05% | +8,050 | New |
| 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 |
| Williams Jones Wealth Management, LLC. | 7,959 | $285.3K | 0.00% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 7,807 | $279.9K | 0.02% | +7,807 | New |
| Fort Washington Investment Advisors Inc | 7,782 | $279.0K | 0.00% | +1,362+21.2% | Added |
| Fortis Advisors, LLC | 7,750 | $277.8K | 0.20% | 00.0% | Unchanged |
| Mengis Capital Management, Inc. | 7,750 | $277.8K | 0.05% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 7,749 | $277.8K | 0.01% | −808−9.4% | Reduced |
| CAPROCK Group, Inc. | 7,716 | $276.6K | 0.02% | +7,716 | New |
| Kovack Advisors, Inc. | 7,667 | $274.9K | 0.03% | +8+0.1% | Added |
| PFG Investments, LLC | 7,638 | $273.8K | 0.05% | −1,649−17.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,440 | $266.7K | 0.01% | +20+0.3% | Added |
| Wellington Shields & Co., LLC | 7,400 | $265.3K | 0.10% | −1,600−17.8% | Reduced |
| Jefferies Financial Group Inc. | 7,329 | $262.7K | 0.00% | −6,938−48.6% | Reduced |
| First Community Trust NA | 7,309 | $262.0K | 0.28% | −1,900−20.6% | Reduced |
| Bokf, NA | 7,275 | $260.8K | 0.01% | −1,295−15.1% | Reduced |
| RMR Wealth Builders | 7,229 | $259.2K | 0.04% | 00.0% | Unchanged |
| Veriti Management LLC | 7,173 | $257.1K | 0.02% | +848+13.4% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 7,000 | $252.0K | 0.11% | +1,000+16.7% | Added |
| Savant Capital, LLC | 6,922 | $248.2K | 0.00% | −2,988−30.2% | Reduced |
| Beverly Hills Private Wealth, LLC | 6,806 | $244.0K | 0.06% | −4,562−40.1% | Reduced |
| Nilsine Partners, LLC | 6,786 | $243.3K | 0.04% | +101+1.5% | Added |
| Power Wealth Management LLC | 6,775 | $242.9K | 0.18% | +6,775 | New |
| Schroder Investment Management Group | 6,723 | $241.0K | 0.00% | −310,545−97.9% | Reduced |
| Beacon Pointe Advisors, LLC | 6,632 | $237.7K | 0.00% | −501−7.0% | Reduced |
| Forum Financial Management, LP | 6,440 | $230.9K | 0.00% | −7−0.1% | Reduced |
| Westhampton Capital, LLC | 6,400 | $229.4K | 0.14% | 00.0% | Unchanged |
| MQS Management LLC | 6,229 | $223.3K | 0.12% | +6,229 | New |
| SG Americas Securities, LLC | 6,159 | $221.0K | 0.00% | −15,926−72.1% | Reduced |
| CX Institutional | 6,134 | $219.9K | 0.01% | −343−5.3% | Reduced |
| ISAM Funds (UK) Ltd | 6,126 | $219.6K | 0.16% | −1,653−21.2% | Reduced |
| Marshall Wace, LLP | 6,047 | $216.8K | 0.00% | −47,713−88.8% | Reduced |
| 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 |
| Lido Advisors, LLC | 5,975 | $214.2K | 0.00% | +5,975 | New |
| Wedbush Securities Inc | 5,966 | $214.0K | 0.01% | +5,966 | New |
| SYSTM Wealth Solutions LLC | 5,878 | $210.7K | 0.03% | −1,158−16.5% | Reduced |
| American Trust | 5,853 | $209.8K | 0.02% | −1,837−23.9% | Reduced |
| IFG Advisory, LLC | 5,832 | $209.1K | 0.02% | −7,755−57.1% | Reduced |
| TD Private Client Wealth LLC | 5,821 | $208.7K | 0.01% | −4,052−41.0% | Reduced |
| Siemens Fonds Invest GmbH | 5,779 | $207.2K | 0.02% | +5,779 | New |
| Benjamin F. Edwards & Company, Inc. | 5,714 | $205.0K | 0.00% | +3,725+187.3% | Added |
| Quantbot Technologies LP | 5,713 | $204.8K | 0.01% | +5,713 | New |
| Coldstream Capital Management Inc | 5,667 | $203.2K | 0.01% | −1,343−19.2% | Reduced |