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 |
|---|---|---|---|---|---|
| Beacon Investment Advisory Services, Inc. | 5,647 | $202.4K | 0.01% | +14+0.2% | Added |
| J. W. Coons Advisors, LLC | 5,600 | $200.8K | 0.05% | 00.0% | Unchanged |
| Castleark Management LLC | 5,574 | $199.8K | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 5,543 | $199.0K | 0.01% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 5,373 | $192.6K | 0.00% | −19,661−78.5% | Reduced |
| Globeflex Capital L P | 5,130 | $183.9K | 0.02% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 4,805 | $172.3K | 0.01% | −29,542−86.0% | Reduced |
| Oakworth Capital, Inc. | 4,801 | $172.1K | 0.01% | 00.0% | Unchanged |
| DAGCO, Inc. | 4,797 | $172.0K | 0.16% | +4,797 | New |
| Dynamic Wealth Strategies, LLC | 4,797 | $172.0K | 0.16% | +4,797 | New |
| Umb Bank N A | 4,768 | $170.9K | 0.00% | −184−3.7% | Reduced |
| Ronald Blue Trust, Inc. | 4,215 | $170.0K | 0.00% | +530+14.4% | Added |
| First Horizon Advisors, Inc. | 4,611 | $165.3K | 0.01% | +20.0% | Added |
| Capital Analysts, LLC | 4,512 | $162.0K | 0.01% | +509+12.7% | Added |
| Global Trust Asset Management, LLC | 4,128 | $148.0K | 0.06% | −10.0% | Reduced |
| Wahed Invest LLC | 3,980 | $142.7K | 0.04% | +402+11.2% | Added |
| Horizon Investments, LLC | 3,838 | $137.6K | 0.00% | +14+0.4% | Added |
| UniSuper Management Pty Ltd | 3,719 | $133.3K | 0.00% | +2,019+118.8% | Added |
| Sheets Smith Wealth Management | 17,429 | $125.1K | 0.02% | +17,429 | New |
| Ci Investments Inc. | 3,297 | $118.0K | 0.00% | −487−12.9% | Reduced |
| HM Payson & Co | 3,276 | $117.4K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 3,260 | $116.9K | 0.00% | −369−10.2% | Reduced |
| Ameritas Investment Partners, Inc. | 2,948 | $105.7K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,850 | $102.6K | 0.03% | +2,850 | New |
| Whittier Trust Co | 2,649 | $94.9K | 0.00% | −2,955−52.7% | Reduced |
| Proequities, Inc. | 2,502 | $89.7K | 0.01% | −521−17.2% | Reduced |
| Brown, Lisle/Cummings, Inc. | 2,500 | $89.6K | 0.03% | +2,000+400.0% | Added |
| Parallel Advisors, LLC | 2,476 | $88.8K | 0.00% | −375−13.2% | Reduced |
| Quent Capital, LLC | 2,399 | $86.0K | 0.01% | +958+66.5% | Added |
| Anchor Investment Management, LLC | 2,300 | $82.5K | 0.01% | −100−4.2% | Reduced |
| GAMMA Investing LLC | 2,355 | $79.8K | 0.02% | +2,355 | New |
| Quadrant Capital Group LLC | 2,217 | $79.5K | 0.01% | −3,255−59.5% | Reduced |
| Central Trust Co | 2,093 | $75.0K | 0.00% | +87+4.3% | Added |
| United Community Bank | 2,079 | $74.5K | 0.03% | +2,079 | New |
| EntryPoint Capital, LLC | 2,065 | $74.0K | 0.07% | +2,065 | New |
| Covestor Ltd | 2,070 | $74.0K | 0.05% | +589+39.8% | Added |
| Estabrook Capital Management | 1,919 | $68.8K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,900 | $68.1K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 1,854 | $66.5K | 0.01% | +1,854 | New |
| Jones Financial Companies LLLP | 1,751 | $62.8K | 0.00% | +39+2.3% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,680 | $60.2K | 0.00% | +1,425+558.8% | Added |
| Rosenberg Matthew Hamilton | 1,550 | $55.6K | 0.02% | −60−3.7% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,414 | $51.0K | 0.00% | −9−0.6% | Reduced |
| JFS Wealth Advisors, LLC | 1,414 | $50.7K | 0.00% | +4+0.3% | Added |
| Global Retirement Partners, LLC | 1,464 | $48.5K | 0.00% | −1,336−47.7% | Reduced |
| Acuitas Investments, LLC | 1,300 | $46.6K | 0.02% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,279 | $45.9K | 0.00% | +1,279 | New |
| Farther Finance Advisors, LLC | 1,259 | $45.1K | 0.00% | +376+42.6% | Added |
| Evermay Wealth Management LLC | 1,200 | $43.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,155 | $41.4K | 0.01% | +50+4.5% | Added |
| Quest Partners LLC | 1,129 | $40.5K | 0.01% | +1,129 | New |
| Huntington National Bank | 1,128 | $40.4K | 0.00% | −293−20.6% | Reduced |
| Grove Bank & Trust | 1,105 | $39.6K | 0.01% | +59+5.6% | Added |
| Studio Investment Management LLC | 1,101 | $39.5K | 0.01% | −1,189−51.9% | Reduced |
| Penserra Capital Management LLC | 1,068 | $38.0K | 0.00% | −228−17.6% | Reduced |
| Operose Advisors LLC | 1,054 | $37.8K | 0.02% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,005 | $36.0K | 0.03% | 00.0% | Unchanged |
| Optimum Investment Advisors | 959 | $34.4K | 0.02% | +1+0.1% | Added |
| NBC Securities, Inc. | 976 | $34.0K | 0.00% | −298−23.4% | Reduced |
| Bruce G. Allen Investments, LLC | 929 | $33.3K | 0.03% | +929 | New |
| Global X Japan Co., Ltd. | 910 | $32.6K | 0.02% | +910 | New |
| Harbour Investments, Inc. | 897 | $32.1K | 0.00% | −87−8.8% | Reduced |
| Sound Income Strategies, LLC | 895 | $32.1K | 0.00% | +895 | New |
| Spire Wealth Management | 934 | $30.7K | 0.00% | +16+1.7% | Added |
| Lindbrook Capital, LLC | 842 | $30.2K | 0.00% | −117−12.2% | Reduced |
| EdgeRock Capital LLC | 868 | $29.6K | 0.02% | +868 | New |
| Deseret Mutual Benefit Administrators | 762 | $27.3K | 0.02% | −195−20.4% | Reduced |
| Rogco, LP | 671 | $24.1K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 661 | $23.7K | 0.00% | −217−24.7% | Reduced |
| Westside Investment Management, Inc. | 640 | $22.9K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 609 | $21.8K | 0.00% | +15+2.5% | Added |
| Rakuten Investment Management, Inc. | 582 | $20.9K | 0.00% | +582 | New |
| Allworth Financial LP | 542 | $19.4K | 0.00% | −100−15.6% | Reduced |
| Assetmark, Inc | 532 | $19.1K | 0.00% | +146+37.8% | Added |
| Asset Dedication, LLC | 499 | $18.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 481 | $17.2K | 0.00% | −5−1.0% | Reduced |
| Atlas Capital Advisors LLC | 456 | $16.3K | 0.00% | −6,347−93.3% | Reduced |
| Princeton Global Asset Management LLC | 430 | $15.4K | 0.00% | +430 | New |
| GWM Advisors LLC | 428 | $15.3K | 0.00% | +175+69.2% | Added |
| Zions Bancorporation, N.A. | 410 | $14.7K | 0.00% | −39−8.7% | Reduced |
| MV Capital Management, Inc. | 393 | $14.1K | 0.00% | −33−7.7% | Reduced |
| RFP Financial Group LLC | 367 | $13.2K | 0.01% | +367 | New |
| Harbor Investment Advisory, LLC | 366 | $13.1K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 351 | $12.6K | 0.00% | −18−4.9% | Reduced |
| Sandy Spring Bank | 350 | $12.5K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 343 | $12.3K | 0.00% | +343 | New |
| Aspire Private Capital, LLC | 334 | $12.0K | 0.00% | +1+0.3% | Added |
| Geneos Wealth Management Inc. | 332 | $11.9K | 0.00% | +20+6.4% | Added |
| MCF Advisors LLC | 331 | $11.9K | 0.00% | +20+6.4% | Added |
| JJJ Advisors Inc. | 301 | $10.8K | 0.00% | −23−7.1% | Reduced |
| Sittner & Nelson, LLC | 300 | $10.8K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 300 | $10.8K | 0.00% | 00.0% | Unchanged |
| Vima LLC | 280 | $10.0K | 0.02% | +280 | New |
| TSFG, LLC | 273 | $10.0K | 0.00% | −63−18.8% | Reduced |
| Peregrine Capital Management LLC | 255 | $9.14K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 240 | $9.00K | 0.00% | −4,551−95.0% | Reduced |
| AlphaMark Advisors, LLC | 250 | $9.00K | 0.00% | −50−16.7% | Reduced |
| Webster Bank, N. A. | 250 | $8.96K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 234 | $8.39K | 0.00% | +46+24.5% | Added |
| First Personal Financial Services | 225 | $8.07K | 0.00% | 00.0% | Unchanged |