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, Q1 2024
Institutional positions in Borgwarner Inc as of Mar 31, 2024. 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
- 655
- −20 vs. Q4 2023
- Shares held
- 223.1M
- +1.71M (+0.8%) vs. Q4 2023
- Total value
- $7.75B
- −$180.8M (−2.3%) vs. Q4 2023
- New holders
- 79
- 220 more added
- Sold out
- 99
- 282 more reduced
4 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Borgwarner Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Jones Financial Companies LLLP | 1 | $35 | 0.00% | −1,750−99.9% | Reduced |
| WestEnd Advisors, LLC | 1 | $35 | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 3 | $104 | 0.00% | −35−92.1% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 3 | $105 | 0.00% | +3 | New |
| Voisard Asset Management Group, Inc. | 4 | $139 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 5 | $166 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 8 | $278 | 0.00% | +8 | New |
| Tfo-TDC, LLC | 11 | $382 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 12 | $417 | 0.00% | +2+20.0% | Added |
| Abound Wealth Management | 12 | $423 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 13 | $452 | 0.00% | −3−18.8% | Reduced |
| Creative Financial Designs Inc | 13 | $452 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 14 | $486 | 0.00% | −181−92.8% | Reduced |
| Quest Partners LLC | 16 | $556 | 0.00% | −1,113−98.6% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 18 | $625 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 19 | $660 | 0.00% | −200−91.3% | Reduced |
| Dunhill Financial, LLC | 21 | $737 | 0.00% | +3+16.7% | Added |
| Provenance Wealth Advisors, LLC | 22 | $764 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 22 | $765 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 23 | $799 | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 24 | $834 | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 24 | $844 | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 30 | $1.00K | 0.00% | −155−83.8% | Reduced |
| Capital Advisors, Ltd. LLC | 33 | $1.00K | 0.00% | +8+32.0% | Added |
| DiNuzzo Private Wealth, Inc. | 32 | $1.11K | 0.00% | −5−13.5% | Reduced |
| Glen Eagle Advisors, LLC | 34 | $1.17K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 34 | $1.18K | 0.00% | +34 | New |
| WR Wealth Planners, LLC | 34 | $1.18K | 0.00% | +34 | New |
| Rakuten Securities, Inc. | 40 | $1.39K | 0.00% | +10+33.3% | Added |
| Westend Capital Management, LLC | 40 | $1.39K | 0.00% | +40 | New |
| SJS Investment Consulting Inc. | 41 | $1.43K | 0.00% | −15−26.8% | Reduced |
| Private Wealth Management Group, LLC | 47 | $1.63K | 0.00% | +1+2.2% | Added |
| Valued Wealth Advisors LLC | 47 | $1.63K | 0.00% | +36+327.3% | Added |
| Key Financial Inc | 50 | $1.74K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 51 | $1.77K | 0.00% | +51 | New |
| Sofos Investments, Inc. | 59 | $2.04K | 0.00% | +54+1,080.0% | Added |
| Red Tortoise LLC | 63 | $2.19K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 64 | $2.22K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 74 | $2.57K | 0.00% | −130−63.7% | Reduced |
| Prestige Wealth Management Group LLC | 76 | $2.64K | 0.00% | −15−16.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 80 | $2.79K | 0.00% | −14−14.9% | Reduced |
| Ancora Advisors, LLC | 82 | $2.85K | 0.00% | +82 | New |
| TSFG, LLC | 96 | $3.00K | 0.00% | −177−64.8% | Reduced |
| PrairieView Partners, LLC | 64 | $3.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 88 | $3.06K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 94 | $3.25K | 0.00% | −2−2.1% | Reduced |
| Sachetta, LLC | 93 | $3.33K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 99 | $3.44K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 100 | $3.47K | 0.00% | +100 | New |
| CoreCap Advisors, LLC | 108 | $3.75K | 0.00% | +108 | New |
| Hantz Financial Services, Inc. | 119 | $4.00K | 0.00% | −47−28.3% | Reduced |
| Valley National Advisers Inc | 135 | $4.00K | 0.00% | +135 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 130 | $4.52K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 145 | $5.04K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 160 | $5.56K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 183 | $6.36K | 0.00% | +142+346.3% | Added |
| GHP Investment Advisors, Inc. | 185 | $6.43K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 185 | $6.43K | 0.00% | +2+1.1% | Added |
| RFP Financial Group LLC | 188 | $6.53K | 0.00% | −179−48.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 200 | $6.95K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 200 | $7.00K | 0.00% | −50−20.0% | Reduced |
| Eagle Bay Advisors LLC | 204 | $7.09K | 0.00% | +155+316.3% | Added |
| Proffitt & Goodson Inc | 209 | $7.26K | 0.00% | +32+18.1% | Added |
| Crewe Advisors LLC | 210 | $7.30K | 0.00% | −133−38.8% | Reduced |
| First Personal Financial Services | 225 | $7.82K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 226 | $7.85K | 0.00% | +10+4.6% | Added |
| CVA Family Office, LLC | 230 | $7.99K | 0.00% | +70+43.8% | Added |
| ICA Group Wealth Management, LLC | 244 | $8.48K | 0.00% | −1,610−86.8% | Reduced |
| Peregrine Capital Management LLC | 255 | $8.86K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 258 | $8.96K | 0.00% | +208+416.0% | Added |
| MV Capital Management, Inc. | 267 | $9.28K | 0.00% | −126−32.1% | Reduced |
| Vima LLC | 280 | $9.73K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 281 | $9.76K | 0.00% | −50−15.1% | Reduced |
| Bokf, NA | 282 | $9.88K | 0.00% | −6,993−96.1% | Reduced |
| Mechanics Financial Corp | 285 | $9.90K | 0.01% | +125+78.1% | Added |
| Smithfield Trust Co | 289 | $10.0K | 0.00% | +49+20.4% | Added |
| Highlander Capital Management, LLC | 300 | $10.4K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 300 | $10.4K | 0.01% | 00.0% | Unchanged |
| Rogco, LP | 321 | $11.2K | 0.00% | −350−52.2% | Reduced |
| Aspire Private Capital, LLC | 336 | $11.7K | 0.00% | +2+0.6% | Added |
| JJJ Advisors Inc. | 364 | $12.6K | 0.00% | +63+20.9% | Added |
| Geneos Wealth Management Inc. | 365 | $12.7K | 0.00% | +33+9.9% | Added |
| Zions Bancorporation, N.A. | 410 | $14.2K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 416 | $14.5K | 0.00% | +50+13.7% | Added |
| Princeton Global Asset Management LLC | 430 | $14.9K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 430 | $14.9K | 0.00% | +400+1,333.3% | Added |
| Global X Japan Co., Ltd. | 431 | $15.0K | 0.00% | −479−52.6% | Reduced |
| Brown, Lisle/Cummings, Inc. | 450 | $15.6K | 0.01% | −2,050−82.0% | Reduced |
| Assetmark, Inc | 476 | $16.5K | 0.00% | −56−10.5% | Reduced |
| Asset Dedication, LLC | 499 | $17.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 536 | $18.6K | 0.00% | −6−1.1% | Reduced |
| AdvisorNet Financial, Inc | 585 | $20.3K | 0.00% | −24−3.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 635 | $22.1K | 0.00% | −26−3.9% | Reduced |
| Westside Investment Management, Inc. | 640 | $22.2K | 0.01% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 642 | $22.3K | 0.01% | +642 | New |
| EverSource Wealth Advisors, LLC | 697 | $22.8K | 0.00% | +216+44.9% | Added |
| Partnership Wealth Management, LLC | 660 | $22.9K | 0.02% | +660 | New |
| Front Row Advisors LLC | 669 | $23.2K | 0.01% | +669 | New |
| Harbour Investments, Inc. | 669 | $23.3K | 0.00% | −228−25.4% | Reduced |
| Lindbrook Capital, LLC | 680 | $23.6K | 0.00% | −162−19.2% | Reduced |