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 |
|---|---|---|---|---|---|
| Diligent Investors, LLC | 11,150 | $387.4K | 0.10% | −1,200−9.7% | Reduced |
| Vantage Consulting Group Inc | 11,124 | $386.4K | 0.25% | +453+4.2% | Added |
| Moneta Group Investment Advisors LLC | 10,981 | $381.5K | 0.01% | +97+0.9% | Added |
| Tectonic Advisors LLC | 10,878 | $377.9K | 0.03% | +1,624+17.5% | Added |
| Burney Co | 10,700 | $371.7K | 0.01% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 10,688 | $371.3K | 0.01% | +2,528+31.0% | Added |
| Swiss Life Asset Management Ltd | 10,492 | $364.5K | 0.01% | −3,337−24.1% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 10,170 | $353.3K | 0.21% | +1,510+17.4% | Added |
| Advisors Asset Management, Inc. | 10,135 | $352.1K | 0.01% | −512−4.8% | Reduced |
| MeadowBrook Investment Advisors LLC | 10,030 | $348.4K | 0.32% | −325−3.1% | Reduced |
| Private Management Group Inc | 10,000 | $347.4K | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 9,914 | $344.4K | 0.00% | +9,914 | New |
| Fiduciary Trust Co | 9,908 | $344.2K | 0.01% | −5,595−36.1% | Reduced |
| Bridgefront Capital, LLC | 9,878 | $343.2K | 0.26% | +1,205+13.9% | Added |
| Thrivent Financial for Lutherans | 9,802 | $341.0K | 0.00% | −403−3.9% | Reduced |
| E. Ohman J:or Asset Management AB | 9,700 | $337.0K | 0.01% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 9,668 | $335.9K | 0.08% | +2,862+42.1% | Added |
| APG Asset Management N.V. | 10,398 | $334.5K | 0.00% | −500−4.6% | Reduced |
| PFG Investments, LLC | 9,617 | $334.1K | 0.02% | +1,979+25.9% | Added |
| Verdence Capital Advisors LLC | 9,459 | $328.6K | 0.03% | +343+3.8% | Added |
| First Pacific Financial | 9,423 | $327.4K | 0.09% | −189−2.0% | Reduced |
| Hanson & Doremus Investment Management | 9,300 | $323.0K | 0.06% | −1,844−16.5% | Reduced |
| Metropolitan Life Insurance Co | 9,266 | $321.9K | 0.01% | −301−3.1% | Reduced |
| Blair William & Co | 9,212 | $320.0K | 0.00% | −153,759−94.3% | Reduced |
| Savant Capital, LLC | 9,204 | $319.8K | 0.00% | +2,282+33.0% | Added |
| Paloma Partners Management Co | 9,049 | $314.4K | 0.05% | +9,049 | New |
| Cullen Investment Group, Ltd. | 8,979 | $311.9K | 0.05% | −442−4.7% | Reduced |
| American Trust | 8,945 | $310.7K | 0.03% | +3,092+52.8% | Added |
| Smith, Moore & Co. | 8,841 | $307.1K | 0.03% | −2,002−18.5% | Reduced |
| MainStreet Investment Advisors LLC | 8,789 | $305.3K | 0.04% | −1,129−11.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 8,655 | $300.7K | 0.02% | +402+4.9% | Added |
| Empirical Finance, LLC | 8,456 | $293.8K | 0.02% | +285+3.5% | Added |
| Guyasuta Investment Advisors Inc | 8,000 | $286.8K | 0.02% | 00.0% | Unchanged |
| Independent Advisor Alliance | 8,249 | $286.6K | 0.01% | −525−6.0% | Reduced |
| NorthCrest Asset Manangement, LLC | 8,248 | $286.5K | 0.01% | −30.0% | Reduced |
| Assenagon Asset Management S.A. | 8,243 | $286.4K | 0.00% | −912−10.0% | Reduced |
| Massmutual Trust Co FSB | 8,221 | $285.6K | 0.01% | −366−4.3% | Reduced |
| Quadrature Capital Ltd | 8,214 | $285.3K | 0.00% | +8,214 | New |
| HB Wealth Management, LLC | 8,170 | $283.8K | 0.00% | −499−5.8% | Reduced |
| Mengis Capital Management, Inc. | 8,150 | $283.1K | 0.04% | +400+5.2% | Added |
| Horan Securities, Inc. | 8,119 | $282.1K | 0.13% | −8−0.1% | Reduced |
| L2 Asset Management, LLC | 8,093 | $281.2K | 0.09% | +8,093 | New |
| CX Institutional | 8,086 | $280.9K | 0.01% | +1,952+31.8% | Added |
| Central Pacific Bank - Trust Division | 8,000 | $280.3K | 0.03% | +8,000 | New |
| Valeo Financial Advisors, LLC | 8,309 | $279.2K | 0.01% | −1,569−15.9% | Reduced |
| Park Avenue Securities LLC | 8,020 | $279.0K | 0.00% | −1,552−16.2% | Reduced |
| CWM, LLC | 8,006 | $278.0K | 0.00% | −54−0.7% | Reduced |
| Polar Capital Holdings Plc | 8,000 | $277.9K | 0.00% | 00.0% | Unchanged |
| AXS Investments LLC | 7,970 | $276.9K | 0.07% | +7,970 | New |
| Williams Jones Wealth Management, LLC. | 7,959 | $276.5K | 0.00% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 7,888 | $274.0K | 0.02% | +7,888 | New |
| Norinchukin Bank, The | 7,871 | $273.4K | 0.01% | −279−3.4% | Reduced |
| United Capital Financial Advisers, LLC | 7,812 | $271.4K | 0.00% | −6,063−43.7% | Reduced |
| Fort Washington Investment Advisors Inc | 7,782 | $270.3K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 7,781 | $270.3K | 0.04% | −348−4.3% | Reduced |
| Fortis Advisors, LLC | 7,750 | $269.2K | 0.18% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 7,667 | $266.4K | 0.03% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 7,583 | $263.4K | 0.02% | −791−9.4% | Reduced |
| Foster & Motley Inc | 7,575 | $263.0K | 0.02% | −11,077−59.4% | Reduced |
| Gsa Capital Partners LLP | 7,523 | $261.0K | 0.02% | −3,215−29.9% | Reduced |
| City Center Advisors, LLC | 7,500 | $260.6K | 0.31% | +7,500 | New |
| Metis Global Partners, LLC | 7,474 | $259.6K | 0.01% | −275−3.5% | Reduced |
| Veriti Management LLC | 7,369 | $256.0K | 0.02% | +196+2.7% | Added |
| Innealta Capital, LLC | 7,301 | $253.6K | 0.11% | +7,301 | New |
| RMR Wealth Builders | 7,297 | $253.5K | 0.03% | +68+0.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,292 | $253.3K | 0.01% | −148−2.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 7,104 | $246.8K | 0.00% | −3,059−30.1% | Reduced |
| Wellington Shields & Co., LLC | 7,100 | $246.7K | 0.08% | −300−4.1% | Reduced |
| Private Advisor Group, LLC | 7,023 | $244.0K | 0.00% | −5,683−44.7% | Reduced |
| Phoenix Holdings Ltd. | 7,000 | $242.5K | 0.00% | +7,000 | New |
| National Asset Management, Inc. | 5,975 | $241.2K | 0.01% | +5,975 | New |
| CAPROCK Group, Inc. | 6,916 | $240.3K | 0.01% | −800−10.4% | Reduced |
| First Community Trust NA | 6,909 | $240.0K | 0.23% | −400−5.5% | Reduced |
| Pine Valley Investments Ltd Liability Co | 6,900 | $239.7K | 0.02% | +6,900 | New |
| Handelsinvest Investeringsforvaltning | 6,875 | $239.0K | 0.11% | −3,570−34.2% | Reduced |
| Beacon Pointe Advisors, LLC | 6,635 | $230.5K | 0.00% | +30.0% | Added |
| Clarus Wealth Advisors | 6,494 | $226.2K | 0.13% | +6,494 | New |
| Rothschild Investment LLC | 6,485 | $225.3K | 0.02% | −3,075−32.2% | Reduced |
| Forum Financial Management, LP | 6,437 | $223.6K | 0.00% | −30.0% | Reduced |
| Westhampton Capital, LLC | 6,400 | $222.3K | 0.12% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 6,224 | $216.2K | 0.00% | +5,642+969.4% | Added |
| Spirepoint Private Client, LLC | 6,208 | $215.7K | 0.03% | +6,208 | New |
| Corton Capital Inc. | 6,149 | $213.6K | 0.08% | +6,149 | New |
| Coldstream Capital Management Inc | 6,147 | $213.5K | 0.01% | +480+8.5% | Added |
| Greenleaf Trust | 6,137 | $213.2K | 0.00% | +6,137 | New |
| Eagle Rock Investment Company, LLC | 6,000 | $208.4K | 0.04% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 5,977 | $208.0K | 0.00% | −4,797−44.5% | Reduced |
| Lido Advisors, LLC | 5,931 | $206.0K | 0.00% | −44−0.7% | Reduced |
| Siemens Fonds Invest GmbH | 5,779 | $200.8K | 0.02% | 00.0% | Unchanged |
| Greenfield Savings Bank | 5,773 | $200.6K | 0.11% | +5,773 | New |
| Dynamic Wealth Strategies, LLC | 5,681 | $197.0K | 0.17% | +884+18.4% | Added |
| Ronald Blue Trust, Inc. | 5,610 | $194.9K | 0.00% | +1,395+33.1% | Added |
| Castleark Management LLC | 5,574 | $193.6K | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 5,467 | $190.0K | 0.01% | −76−1.4% | Reduced |
| Shell Asset Management Co | 5,376 | $173.0K | 0.01% | −8,816−62.1% | Reduced |
| Capital Analysts, LLC | 4,840 | $168.0K | 0.01% | +328+7.3% | Added |
| Oakworth Capital, Inc. | 4,801 | $166.8K | 0.01% | 00.0% | Unchanged |
| Wahed Invest LLC | 4,548 | $158.0K | 0.04% | +568+14.3% | Added |
| Ci Investments Inc. | 4,521 | $157.0K | 0.00% | +1,224+37.1% | Added |
| First Horizon Advisors, Inc. | 4,436 | $154.1K | 0.00% | −175−3.8% | Reduced |