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 |
|---|---|---|---|---|---|
| XTX Topco Ltd | 7,781 | $270.3K | 0.04% | −348−4.3% | Reduced |
| Fort Washington Investment Advisors Inc | 7,782 | $270.3K | 0.00% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 7,812 | $271.4K | 0.00% | −6,063−43.7% | Reduced |
| Norinchukin Bank, The | 7,871 | $273.4K | 0.01% | −279−3.4% | Reduced |
| Prelude Capital Management, LLC | 7,888 | $274.0K | 0.02% | +7,888 | New |
| Williams Jones Wealth Management, LLC. | 7,959 | $276.5K | 0.00% | 00.0% | Unchanged |
| AXS Investments LLC | 7,970 | $276.9K | 0.07% | +7,970 | New |
| Polar Capital Holdings Plc | 8,000 | $277.9K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 8,006 | $278.0K | 0.00% | −54−0.7% | Reduced |
| Park Avenue Securities LLC | 8,020 | $279.0K | 0.00% | −1,552−16.2% | Reduced |
| Valeo Financial Advisors, LLC | 8,309 | $279.2K | 0.01% | −1,569−15.9% | Reduced |
| Central Pacific Bank - Trust Division | 8,000 | $280.3K | 0.03% | +8,000 | New |
| CX Institutional | 8,086 | $280.9K | 0.01% | +1,952+31.8% | Added |
| L2 Asset Management, LLC | 8,093 | $281.2K | 0.09% | +8,093 | New |
| Horan Securities, Inc. | 8,119 | $282.1K | 0.13% | −8−0.1% | Reduced |
| Mengis Capital Management, Inc. | 8,150 | $283.1K | 0.04% | +400+5.2% | Added |
| HB Wealth Management, LLC | 8,170 | $283.8K | 0.00% | −499−5.8% | Reduced |
| Quadrature Capital Ltd | 8,214 | $285.3K | 0.00% | +8,214 | New |
| Massmutual Trust Co FSB | 8,221 | $285.6K | 0.01% | −366−4.3% | Reduced |
| Assenagon Asset Management S.A. | 8,243 | $286.4K | 0.00% | −912−10.0% | Reduced |
| NorthCrest Asset Manangement, LLC | 8,248 | $286.5K | 0.01% | −30.0% | Reduced |
| Independent Advisor Alliance | 8,249 | $286.6K | 0.01% | −525−6.0% | Reduced |
| Guyasuta Investment Advisors Inc | 8,000 | $286.8K | 0.02% | 00.0% | Unchanged |
| Empirical Finance, LLC | 8,456 | $293.8K | 0.02% | +285+3.5% | Added |
| Tokio Marine Asset Management Co Ltd | 8,655 | $300.7K | 0.02% | +402+4.9% | Added |
| MainStreet Investment Advisors LLC | 8,789 | $305.3K | 0.04% | −1,129−11.4% | Reduced |
| Smith, Moore & Co. | 8,841 | $307.1K | 0.03% | −2,002−18.5% | Reduced |
| American Trust | 8,945 | $310.7K | 0.03% | +3,092+52.8% | Added |
| Cullen Investment Group, Ltd. | 8,979 | $311.9K | 0.05% | −442−4.7% | Reduced |
| Paloma Partners Management Co | 9,049 | $314.4K | 0.05% | +9,049 | New |
| Savant Capital, LLC | 9,204 | $319.8K | 0.00% | +2,282+33.0% | Added |
| Blair William & Co | 9,212 | $320.0K | 0.00% | −153,759−94.3% | Reduced |
| Metropolitan Life Insurance Co | 9,266 | $321.9K | 0.01% | −301−3.1% | Reduced |
| Hanson & Doremus Investment Management | 9,300 | $323.0K | 0.06% | −1,844−16.5% | Reduced |
| First Pacific Financial | 9,423 | $327.4K | 0.09% | −189−2.0% | Reduced |
| Verdence Capital Advisors LLC | 9,459 | $328.6K | 0.03% | +343+3.8% | Added |
| PFG Investments, LLC | 9,617 | $334.1K | 0.02% | +1,979+25.9% | Added |
| APG Asset Management N.V. | 10,398 | $334.5K | 0.00% | −500−4.6% | Reduced |
| Beverly Hills Private Wealth, LLC | 9,668 | $335.9K | 0.08% | +2,862+42.1% | Added |
| E. Ohman J:or Asset Management AB | 9,700 | $337.0K | 0.01% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 9,802 | $341.0K | 0.00% | −403−3.9% | Reduced |
| Bridgefront Capital, LLC | 9,878 | $343.2K | 0.26% | +1,205+13.9% | Added |
| Fiduciary Trust Co | 9,908 | $344.2K | 0.01% | −5,595−36.1% | Reduced |
| Walleye Capital LLC | 9,914 | $344.4K | 0.00% | +9,914 | New |
| Private Management Group Inc | 10,000 | $347.4K | 0.01% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 10,030 | $348.4K | 0.32% | −325−3.1% | Reduced |
| Advisors Asset Management, Inc. | 10,135 | $352.1K | 0.01% | −512−4.8% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 10,170 | $353.3K | 0.21% | +1,510+17.4% | Added |
| Swiss Life Asset Management Ltd | 10,492 | $364.5K | 0.01% | −3,337−24.1% | Reduced |
| Prospera Financial Services Inc | 10,688 | $371.3K | 0.01% | +2,528+31.0% | Added |
| Burney Co | 10,700 | $371.7K | 0.01% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 10,878 | $377.9K | 0.03% | +1,624+17.5% | Added |
| Moneta Group Investment Advisors LLC | 10,981 | $381.5K | 0.01% | +97+0.9% | Added |
| Vantage Consulting Group Inc | 11,124 | $386.4K | 0.25% | +453+4.2% | Added |
| Diligent Investors, LLC | 11,150 | $387.4K | 0.10% | −1,200−9.7% | Reduced |
| Kestra Advisory Services, LLC | 11,223 | $389.9K | 0.00% | −2,563−18.6% | Reduced |
| Lazard Asset Management LLC | 11,362 | $393.0K | 0.00% | −192−1.7% | Reduced |
| Mirabella Financial Services LLP | 11,429 | $397.4K | 0.03% | +11,429 | New |
| Prudent Man Advisors, LLC | 11,484 | $399.0K | 0.15% | −1,140−9.0% | Reduced |
| Aigen Investment Management, LP | 11,642 | $404.4K | 0.09% | −7,552−39.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 11,702 | $406.5K | 0.00% | −10,279−46.8% | Reduced |
| Ritholtz Wealth Management | 11,766 | $408.7K | 0.01% | −18,310−60.9% | Reduced |
| New Mexico Educational Retirement Board | 11,850 | $412.0K | 0.01% | −300−2.5% | Reduced |
| Tritonpoint Wealth, LLC | 11,689 | $413.7K | 0.04% | +140+1.2% | Added |
| Johnson Investment Counsel Inc | 12,005 | $417.1K | 0.00% | −3,459−22.4% | Reduced |
| Logan Capital Management Inc | 12,076 | $419.5K | 0.02% | 00.0% | Unchanged |
| William Blair Investment Management, LLC | 12,321 | $428.0K | 0.00% | +470+4.0% | Added |
| Catalyst Funds Management Pty Ltd | 12,600 | $437.7K | 0.12% | +12,600 | New |
| Arkadios Wealth Advisors | 12,669 | $440.1K | 0.03% | +2,721+27.4% | Added |
| Allianz Asset Management GmbH | 12,669 | $440.1K | 0.00% | −5,661−30.9% | Reduced |
| CWM Advisors, LLC | 12,747 | $442.8K | 0.05% | +359+2.9% | Added |
| Mackenzie Financial Corp | 12,764 | $443.4K | 0.00% | −453−3.4% | Reduced |
| Johnson Financial Group, Inc. | 12,788 | $444.3K | 0.02% | +2,193+20.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 12,814 | $445.0K | 0.00% | −3,357−20.8% | Reduced |
| 180 Wealth Advisors, LLC | 12,985 | $451.1K | 0.08% | −1,669−11.4% | Reduced |
| Rockefeller Capital Management L.P. | 13,275 | $461.2K | 0.00% | +13,275 | New |
| Louisiana State Employees Retirement System | 13,400 | $465.5K | 0.01% | −800−5.6% | Reduced |
| Panagora Asset Management Inc | 13,446 | $467.1K | 0.00% | −1,705−11.3% | Reduced |
| MAI Capital Management | 13,465 | $467.8K | 0.00% | +2,379+21.5% | Added |
| Securian Asset Management, Inc | 13,533 | $470.1K | 0.01% | −1,298−8.8% | Reduced |
| Trillium Asset Management, LLC | 13,788 | $479.0K | 0.01% | +283+2.1% | Added |
| Murphy Pohlad Asset Management LLC | 13,985 | $485.8K | 0.19% | −1,005−6.7% | Reduced |
| Advisory Services Network, LLC | 13,995 | $486.2K | 0.01% | −9,654−40.8% | Reduced |
| CSS LLC | 14,000 | $486.4K | 0.04% | +3,000+27.3% | Added |
| Personal Cfo Solutions, LLC | 14,213 | $493.8K | 0.08% | +523+3.8% | Added |
| Sherbrooke Park Advisers LLC | 14,611 | $507.6K | 0.10% | +14,611 | New |
| Waterloo Capital, L.P. | 14,650 | $509.0K | 0.07% | −1,568−9.7% | Reduced |
| Tower Research Capital LLC (TRC) | 14,759 | $512.7K | 0.01% | −29,433−66.6% | Reduced |
| Wealthfront Advisers LLC | 14,808 | $514.4K | 0.00% | −40,900−73.4% | Reduced |
| Unison Advisors LLC | 14,810 | $514.5K | 0.05% | +45+0.3% | Added |
| Hartford Investment Management Co | 14,849 | $515.9K | 0.02% | −1,033−6.5% | Reduced |
| Everence Capital Management Inc | 14,870 | $517.0K | 0.03% | 00.0% | Unchanged |
| Jade Capital Advisors, LLC | 15,000 | $521.1K | 0.39% | +15,000 | New |
| Ieq Capital, LLC | 15,028 | $522.1K | 0.01% | +5,581+59.1% | Added |
| Moran Wealth Management, LLC | 15,111 | $525.0K | 0.02% | −2,179−12.6% | Reduced |
| M&T Bank Corp | 15,141 | $525.6K | 0.00% | −4,373−22.4% | Reduced |
| Alpha Omega Wealth Management LLC | 15,681 | $544.8K | 0.10% | +7,472+91.0% | Added |
| D.A. Davidson & Co. | 15,755 | $547.3K | 0.00% | −28,758−64.6% | Reduced |
| Pinnacle Associates Ltd | 15,788 | $548.5K | 0.01% | −18,797−54.4% | Reduced |
| Schroder Investment Management Group | 15,888 | $551.9K | 0.00% | +9,165+136.3% | Added |