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 |
|---|---|---|---|---|---|
| Horizon Investments, LLC | 4,376 | $152.0K | 0.00% | +538+14.0% | Added |
| Capstone Investment Advisors, LLC | 4,366 | $151.7K | 0.00% | +4,366 | New |
| SYSTM Wealth Solutions LLC | 4,335 | $150.6K | 0.02% | −1,543−26.3% | Reduced |
| Truvestments Capital LLC | 4,323 | $150.2K | 0.06% | −5,971−58.0% | Reduced |
| Global Trust Asset Management, LLC | 4,126 | $143.3K | 0.06% | −20.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 3,774 | $131.0K | 0.00% | −1,940−34.0% | Reduced |
| Penserra Capital Management LLC | 3,642 | $126.0K | 0.00% | +2,574+241.0% | Added |
| Covestor Ltd | 3,048 | $106.0K | 0.07% | +978+47.2% | Added |
| Signaturefd, LLC | 3,029 | $105.2K | 0.00% | −231−7.1% | Reduced |
| Smartleaf Asset Management LLC | 2,758 | $95.7K | 0.02% | −92−3.2% | Reduced |
| Quadrant Capital Group LLC | 2,674 | $92.9K | 0.01% | +457+20.6% | Added |
| Proequities, Inc. | 2,586 | $89.8K | 0.01% | +84+3.4% | Added |
| Parallel Advisors, LLC | 2,491 | $86.5K | 0.00% | +15+0.6% | Added |
| Ameritas Investment Partners, Inc. | 2,485 | $86.3K | 0.00% | −463−15.7% | Reduced |
| Whittier Trust Co | 2,410 | $83.7K | 0.00% | −239−9.0% | Reduced |
| Anchor Investment Management, LLC | 2,300 | $79.9K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 2,276 | $79.1K | 0.00% | −1,000−30.5% | Reduced |
| CIBC Private Wealth Group, LLC | 2,256 | $79.1K | 0.00% | +2,256 | New |
| Quent Capital, LLC | 2,246 | $78.0K | 0.01% | −153−6.4% | Reduced |
| Central Trust Co | 2,130 | $74.0K | 0.00% | +37+1.8% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,127 | $73.9K | 0.00% | −191,134−98.9% | Reduced |
| Estabrook Capital Management | 1,911 | $66.4K | 0.01% | −8−0.4% | Reduced |
| Montag A & Associates Inc | 1,900 | $66.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,789 | $62.1K | 0.00% | +661+58.6% | Added |
| Studio Investment Management LLC | 1,746 | $60.7K | 0.01% | +645+58.6% | Added |
| AlphaCentric Advisors LLC | 1,742 | $60.5K | 0.04% | +1,742 | New |
| Evermay Wealth Management LLC | 1,700 | $59.1K | 0.01% | +500+41.7% | Added |
| Farther Finance Advisors, LLC | 1,643 | $57.6K | 0.00% | +384+30.5% | Added |
| EntryPoint Capital, LLC | 1,636 | $56.8K | 0.05% | −429−20.8% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,630 | $56.6K | 0.00% | −50−3.0% | Reduced |
| GAMMA Investing LLC | 1,589 | $55.2K | 0.01% | −766−32.5% | Reduced |
| Rosenberg Matthew Hamilton | 1,550 | $54.3K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,500 | $52.1K | 0.00% | +36+2.5% | Added |
| Parkside Financial Bank & Trust | 1,419 | $49.3K | 0.01% | +264+22.9% | Added |
| JFS Wealth Advisors, LLC | 1,382 | $48.0K | 0.00% | −32−2.3% | Reduced |
| Acuitas Investments, LLC | 1,300 | $45.2K | 0.02% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,237 | $44.3K | 0.00% | +1,237 | New |
| Meeder Asset Management Inc | 1,200 | $41.7K | 0.00% | −3,605−75.0% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,187 | $41.0K | 0.00% | −227−16.1% | Reduced |
| Grove Bank & Trust | 1,105 | $38.4K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,102 | $38.3K | 0.00% | +1,093+12,144.4% | Added |
| TD Waterhouse Canada Inc. | 1,068 | $37.3K | 0.00% | +1,068 | New |
| TD Private Client Wealth LLC | 1,025 | $35.6K | 0.00% | −4,796−82.4% | Reduced |
| Hilltop National Bank | 1,014 | $35.2K | 0.01% | +1,014 | New |
| Bruce G. Allen Investments, LLC | 986 | $34.3K | 0.03% | +57+6.1% | Added |
| Principal Securities, Inc. | 982 | $34.1K | 0.00% | −297−23.2% | Reduced |
| Spire Wealth Management | 930 | $32.3K | 0.00% | −4−0.4% | Reduced |
| Sound Income Strategies, LLC | 926 | $32.2K | 0.00% | +31+3.5% | Added |
| Riverview Trust Co | 875 | $30.4K | 0.02% | +875 | New |
| Umb Bank N A | 872 | $30.3K | 0.00% | −3,896−81.7% | Reduced |
| Altshuler Shaham Ltd | 857 | $29.8K | 0.00% | +857 | New |
| NBC Securities, Inc. | 837 | $29.0K | 0.00% | −139−14.2% | Reduced |
| Deseret Mutual Benefit Administrators | 762 | $26.5K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 732 | $25.4K | 0.00% | +730+36,500.0% | Added |
| Optimum Investment Advisors | 698 | $24.2K | 0.01% | −261−27.2% | Reduced |
| Lindbrook Capital, LLC | 680 | $23.6K | 0.00% | −162−19.2% | Reduced |
| Harbour Investments, Inc. | 669 | $23.3K | 0.00% | −228−25.4% | Reduced |
| Front Row Advisors LLC | 669 | $23.2K | 0.01% | +669 | New |
| Partnership Wealth Management, LLC | 660 | $22.9K | 0.02% | +660 | New |
| EverSource Wealth Advisors, LLC | 697 | $22.8K | 0.00% | +216+44.9% | Added |
| Fernwood Investment Management, LLC | 642 | $22.3K | 0.01% | +642 | New |
| Westside Investment Management, Inc. | 640 | $22.2K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 635 | $22.1K | 0.00% | −26−3.9% | Reduced |
| AdvisorNet Financial, Inc | 585 | $20.3K | 0.00% | −24−3.9% | Reduced |
| Allworth Financial LP | 536 | $18.6K | 0.00% | −6−1.1% | Reduced |
| Asset Dedication, LLC | 499 | $17.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 476 | $16.5K | 0.00% | −56−10.5% | Reduced |
| Brown, Lisle/Cummings, Inc. | 450 | $15.6K | 0.01% | −2,050−82.0% | Reduced |
| Global X Japan Co., Ltd. | 431 | $15.0K | 0.00% | −479−52.6% | Reduced |
| 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 |
| Harbor Investment Advisory, LLC | 416 | $14.5K | 0.00% | +50+13.7% | Added |
| Zions Bancorporation, N.A. | 410 | $14.2K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 365 | $12.7K | 0.00% | +33+9.9% | Added |
| JJJ Advisors Inc. | 364 | $12.6K | 0.00% | +63+20.9% | Added |
| Aspire Private Capital, LLC | 336 | $11.7K | 0.00% | +2+0.6% | Added |
| Rogco, LP | 321 | $11.2K | 0.00% | −350−52.2% | Reduced |
| Highlander Capital Management, LLC | 300 | $10.4K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 300 | $10.4K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 289 | $10.0K | 0.00% | +49+20.4% | Added |
| Mechanics Financial Corp | 285 | $9.90K | 0.01% | +125+78.1% | Added |
| Bokf, NA | 282 | $9.88K | 0.00% | −6,993−96.1% | Reduced |
| MCF Advisors LLC | 281 | $9.76K | 0.00% | −50−15.1% | Reduced |
| Vima LLC | 280 | $9.73K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 267 | $9.28K | 0.00% | −126−32.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 258 | $8.96K | 0.00% | +208+416.0% | Added |
| Peregrine Capital Management LLC | 255 | $8.86K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 244 | $8.48K | 0.00% | −1,610−86.8% | Reduced |
| CVA Family Office, LLC | 230 | $7.99K | 0.00% | +70+43.8% | Added |
| Bell Investment Advisors, Inc | 226 | $7.85K | 0.00% | +10+4.6% | Added |
| First Personal Financial Services | 225 | $7.82K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 210 | $7.30K | 0.00% | −133−38.8% | Reduced |
| Proffitt & Goodson Inc | 209 | $7.26K | 0.00% | +32+18.1% | Added |
| Eagle Bay Advisors LLC | 204 | $7.09K | 0.00% | +155+316.3% | Added |
| AlphaMark Advisors, LLC | 200 | $7.00K | 0.00% | −50−20.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 200 | $6.95K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 188 | $6.53K | 0.00% | −179−48.8% | Reduced |
| 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 |
| Versant Capital Management, Inc | 183 | $6.36K | 0.00% | +142+346.3% | Added |