Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ4 2023: 679 institutions
Q1 2021: 595 institutionsQ2 2021: 632 institutionsQ3 2021: 587 institutionsQ4 2021: 634 institutionsQ1 2022: 613 institutionsQ2 2022: 614 institutionsQ3 2022: 602 institutionsQ4 2022: 651 institutionsQ1 2023: 711 institutionsQ2 2023: 733 institutionsQ3 2023: 684 institutionsQ4 2023: 679 institutionsQ1 2024: 655 institutionsQ2 2024: 637 institutionsQ3 2024: 610 institutionsQ4 2024: 631 institutionsQ1 2025: 569 institutionsQ2 2025: 594 institutionsQ3 2025: 643 institutionsQ4 2025: 673 institutionsQ1 2026: 716 institutionsQ2 2026: 818 institutions
Value heldQ4 2023: $7.94B
Q1 2021: $10.5BQ2 2021: $10.9BQ3 2021: $9.71BQ4 2021: $9.91BQ1 2022: $8.61BQ2 2022: $7.32BQ3 2022: $6.82BQ4 2022: $8.70BQ1 2023: $10.7BQ2 2023: $10.8BQ3 2023: $9.05BQ4 2023: $7.94BQ1 2024: $7.75BQ2 2024: $7.14BQ3 2024: $7.82BQ4 2024: $6.98BQ1 2025: $6.33BQ2 2025: $7.28BQ3 2025: $9.36BQ4 2025: $9.74BQ1 2026: $11.2BQ2 2026: $14.2B
Institutions holding BWA and their total value by quarter
QuarterHoldersValue
Q2 2026818$14.2B
Q1 2026716$11.2B
Q4 2025673$9.74B
Q3 2025643$9.36B
Q2 2025594$7.28B
Q1 2025569$6.33B
Q4 2024631$6.98B
Q3 2024610$7.82B
Q2 2024637$7.14B
Q1 2024655$7.75B
Q4 2023679$7.94B
Q3 2023684$9.05B
Q2 2023733$10.8B
Q1 2023711$10.7B
Q4 2022651$8.70B
Q3 2022602$6.82B
Q2 2022614$7.32B
Q1 2022613$8.61B
Q4 2021634$9.91B
Q3 2021587$9.71B
Q2 2021632$10.9B
Q1 2021595$10.5B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Borgwarner Inc; share changes are against Q3 2023.

Institutions holding BWA in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Turtle Creek Wealth Advisors, LLC220$7.89K0.00%+220New
Pineridge Advisors LLC219$7.85K0.00%+219New
Bell Investment Advisors, Inc216$7.74K0.00%−69−24.2%Reduced
Frazier Financial Advisors, LLC204$7.31K0.01%+204New
GPS Wealth Strategies Group, LLC200$7.17K0.00%00.0%Unchanged
GW&K Investment Management, LLC185$7.00K0.00%+66+55.5%Added
Carolinas Wealth Consulting LLC195$7.00K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.185$6.63K0.00%−1,582−89.5%Reduced
Raleigh Capital Management Inc.183$6.57K0.00%+30+19.6%Added
Nemes Rush Group LLC179$6.42K0.00%00.0%Unchanged
Proffitt & Goodson Inc177$6.35K0.00%+13+7.9%Added
Hantz Financial Services, Inc.166$6.00K0.00%+28+20.3%Added
Pinnacle Bancorp, Inc.162$5.81K0.00%+162New
Mechanics Financial Corp160$5.74K0.00%00.0%Unchanged
CVA Family Office, LLC160$5.74K0.00%+160New
IAG Wealth Partners, LLC160$5.74K0.00%+160New
Farmers & Merchants Investments Inc145$5.20K0.00%00.0%Unchanged
FSA Wealth Management LLC150$5.00K0.00%+150New
Salem Investment Counselors Inc130$4.66K0.00%+130New
Towarzystwo Funduszy Inwestycyjnych Pzu SA130$4.66K0.00%+130New
Coppell Advisory Solutions LLC125$4.48K0.00%+25+25.0%Added
Financial Management Professionals, Inc.107$4.00K0.00%−69−39.2%Reduced
Gradient Investments LLC99$3.55K0.00%−10−9.2%Reduced
Washington Trust Co96$3.45K0.00%+96New
Kayne Anderson Rudnick Investment Management LLC94$3.38K0.00%+56+147.4%Added
Sachetta, LLC93$3.33K0.00%+93New
Prestige Wealth Management Group LLC91$3.26K0.00%−5,447−98.4%Reduced
Fortitude Family Office, LLC88$3.15K0.00%+88New
Arlington Trust Co LLC82$2.94K0.00%+82New
Field & Main Bank75$2.69K0.00%−13,970−99.5%Reduced
FinTrust Capital Advisors, LLC64$2.29K0.00%−1,570−96.1%Reduced
Red Tortoise LLC63$2.26K0.00%00.0%Unchanged
SJS Investment Consulting Inc.56$2.01K0.00%−10−15.2%Reduced
PrairieView Partners, LLC64$2.00K0.00%00.0%Unchanged
VisionPoint Advisory Group, LLC54$1.94K0.00%+54New
Bay Harbor Wealth Management, LLC54$1.94K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC52$1.86K0.00%00.0%Unchanged
Key Financial Inc50$1.79K0.00%−3−5.7%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC50$1.79K0.00%00.0%Unchanged
Eagle Bay Advisors LLC49$1.76K0.00%00.0%Unchanged
WealthCollab, LLC49$1.76K0.00%+49New
Private Wealth Management Group, LLC46$1.65K0.00%+46New
Baystate Wealth Management LLC43$1.58K0.00%00.0%Unchanged
Versant Capital Management, Inc41$1.47K0.00%+28+215.4%Added
USA Financial Portformulas Corp39$1.40K0.00%−15,737−99.8%Reduced
Abich Financial Wealth Management LLC38$1.36K0.00%+38New
DiNuzzo Private Wealth, Inc.37$1.33K0.00%+37New
Tennessee Valley Asset Management Partners37$1.32K0.00%+37New
Venturi Wealth Management, LLC34$1.22K0.00%−9−20.9%Reduced
First Manhattan Co34$1.22K0.00%+34New
Glen Eagle Advisors, LLC34$1.21K0.00%−17−33.3%Reduced
SRS Capital Advisors, Inc.31$1.12K0.00%+17+121.4%Added
Sunbelt Securities, Inc.30$1.08K0.00%00.0%Unchanged
Rakuten Securities, Inc.30$1.08K0.00%+30New
Capital Advisors, Ltd. LLC25$1.00K0.00%−69−73.4%Reduced
Birchbrook, Inc.24$8680.00%+24New
Chilton Capital Management LLC24$8610.00%+24New
Raffa Wealth Management, LLC23$8250.00%00.0%Unchanged
Provenance Wealth Advisors, LLC22$7890.00%00.0%Unchanged
Clearstead Advisors, LLC22$7890.00%+22New
Toth Financial Advisory Corp22$7890.00%+22New
Mark Sheptoff Financial Planning, LLC18$6450.00%00.0%Unchanged
Dunhill Financial, LLC18$6410.00%+18New
TFC Financial Management16$5740.00%00.0%Unchanged
Creative Financial Designs Inc13$4660.00%−905−98.6%Reduced
Valued Wealth Advisors LLC11$4450.00%+11New
Abound Wealth Management12$4350.00%00.0%Unchanged
Beacon Capital Management, LLC10$4140.00%00.0%Unchanged
Delos Wealth Advisors, LLC11$3950.00%00.0%Unchanged
Tfo-TDC, LLC11$3940.00%00.0%Unchanged
True Wealth Design, LLC10$3590.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc9$3220.00%−1,000−99.1%Reduced
Sofos Investments, Inc.5$2440.00%00.0%Unchanged
Larson Financial Group LLC5$1710.00%+2+66.7%Added
Voisard Asset Management Group, Inc.4$1440.00%+4New
Trust Co of Vermont2$720.00%−980−99.8%Reduced
Motco2$720.00%00.0%Unchanged
WestEnd Advisors, LLC1$360.00%00.0%Unchanged
Wetzel Investment Advisors, Inc.10$00.00%+10New
Cookson Peirce & Co Inc0$00.00%−553,621−100.0%Sold out
Albar Capital Ltd0$00.00%−269,430−100.0%Sold out
Foundry Partners, LLC0$00.00%−191,652−100.0%Sold out
Unigestion Holding SA0$00.00%−165,885−100.0%Sold out
Greenland Capital Management LP0$00.00%−109,828−100.0%Sold out
Adage Capital Partners GP, L.L.C.0$00.00%−83,706−100.0%Sold out
Integrated Advisors Network LLC0$00.00%−83,151−100.0%Sold out
Azzad Asset Management Inc0$00.00%−75,400−100.0%Sold out
Genus Capital Management Inc.0$00.00%−74,900−100.0%Sold out
Catalyst Capital Advisors LLC0$00.00%−67,175−100.0%Sold out
Horizon Investment Services, LLC0$00.00%−63,285−100.0%Sold out
Van Leeuwen & Company, LLC0$00.00%−62,677−100.0%Sold out
L2 Asset Management, LLC0$00.00%−1,095−100.0%Sold out
Investment Management Corp of Ontario0$00.00%−51,474−100.0%Sold out
Polar Asset Management Partners Inc.0$00.00%−51,121−100.0%Sold out
Stanley-Laman Group, Ltd.0$00.00%−50,669−100.0%Sold out
Lazard Freres Gestion S.A.S.0$00.00%−49,320−100.0%Sold out
Jupiter Asset Management Ltd0$00.00%−48,823−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−44,995−100.0%Sold out
La Banque Postale Asset Management SA0$00.00%−37,657−100.0%Sold out
LMCG Investments, LLC0$00.00%−37,286−100.0%Sold out