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 |
|---|---|---|---|---|---|
| Optimum Investment Advisors | 698 | $24.2K | 0.01% | −261−27.2% | Reduced |
| Trust Co of Vermont | 732 | $25.4K | 0.00% | +730+36,500.0% | Added |
| Deseret Mutual Benefit Administrators | 762 | $26.5K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 837 | $29.0K | 0.00% | −139−14.2% | Reduced |
| Altshuler Shaham Ltd | 857 | $29.8K | 0.00% | +857 | New |
| Umb Bank N A | 872 | $30.3K | 0.00% | −3,896−81.7% | Reduced |
| Riverview Trust Co | 875 | $30.4K | 0.02% | +875 | New |
| Sound Income Strategies, LLC | 926 | $32.2K | 0.00% | +31+3.5% | Added |
| Spire Wealth Management | 930 | $32.3K | 0.00% | −4−0.4% | Reduced |
| Principal Securities, Inc. | 982 | $34.1K | 0.00% | −297−23.2% | Reduced |
| Bruce G. Allen Investments, LLC | 986 | $34.3K | 0.03% | +57+6.1% | Added |
| Hilltop National Bank | 1,014 | $35.2K | 0.01% | +1,014 | New |
| TD Private Client Wealth LLC | 1,025 | $35.6K | 0.00% | −4,796−82.4% | Reduced |
| TD Waterhouse Canada Inc. | 1,068 | $37.3K | 0.00% | +1,068 | New |
| Whittier Trust Co of Nevada Inc | 1,102 | $38.3K | 0.00% | +1,093+12,144.4% | Added |
| Grove Bank & Trust | 1,105 | $38.4K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 1,187 | $41.0K | 0.00% | −227−16.1% | Reduced |
| Meeder Asset Management Inc | 1,200 | $41.7K | 0.00% | −3,605−75.0% | Reduced |
| Mather Group, LLC. | 1,237 | $44.3K | 0.00% | +1,237 | New |
| Acuitas Investments, LLC | 1,300 | $45.2K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,382 | $48.0K | 0.00% | −32−2.3% | Reduced |
| Parkside Financial Bank & Trust | 1,419 | $49.3K | 0.01% | +264+22.9% | Added |
| Global Retirement Partners, LLC | 1,500 | $52.1K | 0.00% | +36+2.5% | Added |
| Rosenberg Matthew Hamilton | 1,550 | $54.3K | 0.02% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,589 | $55.2K | 0.01% | −766−32.5% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,630 | $56.6K | 0.00% | −50−3.0% | Reduced |
| EntryPoint Capital, LLC | 1,636 | $56.8K | 0.05% | −429−20.8% | Reduced |
| Farther Finance Advisors, LLC | 1,643 | $57.6K | 0.00% | +384+30.5% | Added |
| Evermay Wealth Management LLC | 1,700 | $59.1K | 0.01% | +500+41.7% | Added |
| AlphaCentric Advisors LLC | 1,742 | $60.5K | 0.04% | +1,742 | New |
| Studio Investment Management LLC | 1,746 | $60.7K | 0.01% | +645+58.6% | Added |
| Huntington National Bank | 1,789 | $62.1K | 0.00% | +661+58.6% | Added |
| Montag A & Associates Inc | 1,900 | $66.0K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 1,911 | $66.4K | 0.01% | −8−0.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,127 | $73.9K | 0.00% | −191,134−98.9% | Reduced |
| Central Trust Co | 2,130 | $74.0K | 0.00% | +37+1.8% | Added |
| Quent Capital, LLC | 2,246 | $78.0K | 0.01% | −153−6.4% | Reduced |
| CIBC Private Wealth Group, LLC | 2,256 | $79.1K | 0.00% | +2,256 | New |
| HM Payson & Co | 2,276 | $79.1K | 0.00% | −1,000−30.5% | Reduced |
| Anchor Investment Management, LLC | 2,300 | $79.9K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 2,410 | $83.7K | 0.00% | −239−9.0% | Reduced |
| Ameritas Investment Partners, Inc. | 2,485 | $86.3K | 0.00% | −463−15.7% | Reduced |
| Parallel Advisors, LLC | 2,491 | $86.5K | 0.00% | +15+0.6% | Added |
| Proequities, Inc. | 2,586 | $89.8K | 0.01% | +84+3.4% | Added |
| Quadrant Capital Group LLC | 2,674 | $92.9K | 0.01% | +457+20.6% | Added |
| Smartleaf Asset Management LLC | 2,758 | $95.7K | 0.02% | −92−3.2% | Reduced |
| Signaturefd, LLC | 3,029 | $105.2K | 0.00% | −231−7.1% | Reduced |
| Covestor Ltd | 3,048 | $106.0K | 0.07% | +978+47.2% | Added |
| Penserra Capital Management LLC | 3,642 | $126.0K | 0.00% | +2,574+241.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 3,774 | $131.0K | 0.00% | −1,940−34.0% | Reduced |
| Global Trust Asset Management, LLC | 4,126 | $143.3K | 0.06% | −20.0% | Reduced |
| Truvestments Capital LLC | 4,323 | $150.2K | 0.06% | −5,971−58.0% | Reduced |
| SYSTM Wealth Solutions LLC | 4,335 | $150.6K | 0.02% | −1,543−26.3% | Reduced |
| Capstone Investment Advisors, LLC | 4,366 | $151.7K | 0.00% | +4,366 | New |
| Horizon Investments, LLC | 4,376 | $152.0K | 0.00% | +538+14.0% | Added |
| First Horizon Advisors, Inc. | 4,436 | $154.1K | 0.00% | −175−3.8% | Reduced |
| Ci Investments Inc. | 4,521 | $157.0K | 0.00% | +1,224+37.1% | Added |
| Wahed Invest LLC | 4,548 | $158.0K | 0.04% | +568+14.3% | Added |
| Oakworth Capital, Inc. | 4,801 | $166.8K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 4,840 | $168.0K | 0.01% | +328+7.3% | Added |
| Shell Asset Management Co | 5,376 | $173.0K | 0.01% | −8,816−62.1% | Reduced |
| Vestcor Inc | 5,467 | $190.0K | 0.01% | −76−1.4% | Reduced |
| Castleark Management LLC | 5,574 | $193.6K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 5,610 | $194.9K | 0.00% | +1,395+33.1% | Added |
| Dynamic Wealth Strategies, LLC | 5,681 | $197.0K | 0.17% | +884+18.4% | Added |
| Greenfield Savings Bank | 5,773 | $200.6K | 0.11% | +5,773 | New |
| Siemens Fonds Invest GmbH | 5,779 | $200.8K | 0.02% | 00.0% | Unchanged |
| Lido Advisors, LLC | 5,931 | $206.0K | 0.00% | −44−0.7% | Reduced |
| Teacher Retirement System of Texas | 5,977 | $208.0K | 0.00% | −4,797−44.5% | Reduced |
| Eagle Rock Investment Company, LLC | 6,000 | $208.4K | 0.04% | 00.0% | Unchanged |
| Greenleaf Trust | 6,137 | $213.2K | 0.00% | +6,137 | New |
| Coldstream Capital Management Inc | 6,147 | $213.5K | 0.01% | +480+8.5% | Added |
| Corton Capital Inc. | 6,149 | $213.6K | 0.08% | +6,149 | New |
| Spirepoint Private Client, LLC | 6,208 | $215.7K | 0.03% | +6,208 | New |
| Rakuten Investment Management, Inc. | 6,224 | $216.2K | 0.00% | +5,642+969.4% | Added |
| Westhampton Capital, LLC | 6,400 | $222.3K | 0.12% | 00.0% | Unchanged |
| Forum Financial Management, LP | 6,437 | $223.6K | 0.00% | −30.0% | Reduced |
| Rothschild Investment LLC | 6,485 | $225.3K | 0.02% | −3,075−32.2% | Reduced |
| Clarus Wealth Advisors | 6,494 | $226.2K | 0.13% | +6,494 | New |
| Beacon Pointe Advisors, LLC | 6,635 | $230.5K | 0.00% | +30.0% | Added |
| Handelsinvest Investeringsforvaltning | 6,875 | $239.0K | 0.11% | −3,570−34.2% | Reduced |
| Pine Valley Investments Ltd Liability Co | 6,900 | $239.7K | 0.02% | +6,900 | New |
| First Community Trust NA | 6,909 | $240.0K | 0.23% | −400−5.5% | Reduced |
| CAPROCK Group, Inc. | 6,916 | $240.3K | 0.01% | −800−10.4% | Reduced |
| National Asset Management, Inc. | 5,975 | $241.2K | 0.01% | +5,975 | New |
| Phoenix Holdings Ltd. | 7,000 | $242.5K | 0.00% | +7,000 | New |
| Private Advisor Group, LLC | 7,023 | $244.0K | 0.00% | −5,683−44.7% | Reduced |
| Wellington Shields & Co., LLC | 7,100 | $246.7K | 0.08% | −300−4.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 7,104 | $246.8K | 0.00% | −3,059−30.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,292 | $253.3K | 0.01% | −148−2.0% | Reduced |
| RMR Wealth Builders | 7,297 | $253.5K | 0.03% | +68+0.9% | Added |
| Innealta Capital, LLC | 7,301 | $253.6K | 0.11% | +7,301 | New |
| Veriti Management LLC | 7,369 | $256.0K | 0.02% | +196+2.7% | Added |
| Metis Global Partners, LLC | 7,474 | $259.6K | 0.01% | −275−3.5% | Reduced |
| City Center Advisors, LLC | 7,500 | $260.6K | 0.31% | +7,500 | New |
| Gsa Capital Partners LLP | 7,523 | $261.0K | 0.02% | −3,215−29.9% | Reduced |
| Foster & Motley Inc | 7,575 | $263.0K | 0.02% | −11,077−59.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 7,583 | $263.4K | 0.02% | −791−9.4% | Reduced |
| Kovack Advisors, Inc. | 7,667 | $266.4K | 0.03% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 7,750 | $269.2K | 0.18% | 00.0% | Unchanged |