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, Q2 2024
Institutional positions in Borgwarner Inc as of Jun 30, 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
- 637
- −10 vs. Q1 2024
- Shares held
- 221.5M
- −803.2K (−0.4%) vs. Q1 2024
- Total value
- $7.14B
- −$583.0M (−7.5%) vs. Q1 2024
- New holders
- 92
- 223 more added
- Sold out
- 102
- 244 more reduced
8 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Borgwarner Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 26 | $0 | 0.00% | +26 | New |
| WestEnd Advisors, LLC | 2 | $64 | 0.00% | +1+100.0% | Added |
| Abich Financial Wealth Management LLC | 3 | $97 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 5 | $154 | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 7 | $226 | 0.00% | +7 | New |
| Lynx Investment Advisory | 8 | $269 | 0.00% | +8 | New |
| Unique Wealth Strategies, LLC | 10 | $347 | 0.00% | +10 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 16 | $515 | 0.00% | +16 | New |
| Mark Sheptoff Financial Planning, LLC | 18 | $580 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 19 | $613 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 19 | $613 | 0.00% | +5+35.7% | Added |
| Cypress Capital, LLC | 20 | $645 | 0.00% | +20 | New |
| Provenance Wealth Advisors, LLC | 22 | $709 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 22 | $710 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 23 | $742 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 60 | $1.00K | 0.00% | −75−55.6% | Reduced |
| Capital Advisors, Ltd. LLC | 21 | $1.00K | 0.00% | −12−36.4% | Reduced |
| Glen Eagle Advisors, LLC | 34 | $1.08K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 34 | $1.10K | 0.00% | +34 | New |
| TFC Financial Management | 35 | $1.13K | 0.00% | +22+169.2% | Added |
| DiNuzzo Private Wealth, Inc. | 40 | $1.29K | 0.00% | +8+25.0% | Added |
| Valued Wealth Advisors LLC | 43 | $1.39K | 0.00% | −4−8.5% | Reduced |
| Financial Network Wealth Advisors LLC | 44 | $1.43K | 0.00% | +44 | New |
| SJS Investment Consulting Inc. | 45 | $1.45K | 0.00% | +4+9.8% | Added |
| Key Financial Inc | 50 | $1.61K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 59 | $1.90K | 0.00% | −1,046−94.7% | Reduced |
| PrairieView Partners, LLC | 64 | $2.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 64 | $2.06K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 74 | $2.36K | 0.00% | +74 | New |
| Frazier Financial Advisors, LLC | 74 | $2.39K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 79 | $2.55K | 0.00% | +79 | New |
| Kayne Anderson Rudnick Investment Management LLC | 80 | $2.59K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 82 | $2.64K | 0.00% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 86 | $2.77K | 0.00% | +86 | New |
| Fortitude Family Office, LLC | 88 | $2.84K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 93 | $3.00K | 0.00% | +69+287.5% | Added |
| TSFG, LLC | 96 | $3.00K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 94 | $3.03K | 0.00% | +94 | New |
| Brown Brothers Harriman & Co | 100 | $3.22K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 105 | $3.41K | 0.00% | +12+12.9% | Added |
| Proffitt & Goodson Inc | 109 | $3.52K | 0.00% | −100−47.8% | Reduced |
| Washington Trust Co | 118 | $3.81K | 0.00% | +24+25.5% | Added |
| SRS Capital Advisors, Inc. | 121 | $3.90K | 0.00% | +121 | New |
| Hantz Financial Services, Inc. | 119 | $4.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 117 | $4.00K | 0.00% | +87+290.0% | Added |
| Prestige Wealth Management Group LLC | 143 | $4.61K | 0.00% | +67+88.2% | Added |
| Farmers & Merchants Investments Inc | 145 | $4.67K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 160 | $5.16K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 172 | $5.54K | 0.00% | −110−39.0% | Reduced |
| Versant Capital Management, Inc | 183 | $5.90K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 185 | $5.96K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 188 | $6.06K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 200 | $6.45K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 204 | $6.58K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 210 | $6.77K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 212 | $6.83K | 0.00% | −14−6.2% | Reduced |
| Raleigh Capital Management Inc. | 220 | $7.09K | 0.00% | +35+18.9% | Added |
| Rogco, LP | 221 | $7.13K | 0.00% | −100−31.2% | Reduced |
| First Personal Financial Services | 225 | $7.25K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 225 | $7.25K | 0.00% | +225 | New |
| Private Wealth Management Group, LLC | 229 | $7.38K | 0.00% | +182+387.2% | Added |
| Aspire Private Capital, LLC | 240 | $7.73K | 0.00% | −96−28.6% | Reduced |
| Picton Mahoney Asset Management | 252 | $8.00K | 0.00% | +252 | New |
| Peregrine Capital Management LLC | 255 | $8.22K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 281 | $9.06K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 282 | $9.09K | 0.00% | +282 | New |
| Dunhill Financial, LLC | 291 | $9.37K | 0.01% | +270+1,285.7% | Added |
| Sittner & Nelson, LLC | 300 | $9.67K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 310 | $9.99K | 0.01% | +25+8.8% | Added |
| Allworth Financial LP | 317 | $10.3K | 0.00% | −219−40.9% | Reduced |
| Geneos Wealth Management Inc. | 333 | $10.7K | 0.00% | −32−8.8% | Reduced |
| JJJ Advisors Inc. | 356 | $11.5K | 0.00% | −8−2.2% | Reduced |
| Harbor Investment Advisory, LLC | 366 | $11.8K | 0.00% | −50−12.0% | Reduced |
| Global X Japan Co., Ltd. | 371 | $12.0K | 0.00% | −60−13.9% | Reduced |
| Partnership Wealth Management, LLC | 390 | $12.6K | 0.01% | −270−40.9% | Reduced |
| Catalyst Funds Management Pty Ltd | 400 | $12.9K | 0.00% | −12,200−96.8% | Reduced |
| McMahon Financial Advisors, LLC | 408 | $13.2K | 0.00% | +408 | New |
| Zions Bancorporation, N.A. | 412 | $13.3K | 0.00% | +2+0.5% | Added |
| EverSource Wealth Advisors, LLC | 389 | $13.7K | 0.00% | −308−44.2% | Reduced |
| Sunbelt Securities, Inc. | 430 | $13.9K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 430 | $13.9K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 463 | $14.9K | 0.00% | −1,813−79.7% | Reduced |
| Assetmark, Inc | 469 | $15.1K | 0.00% | −7−1.5% | Reduced |
| Clearstead Advisors, LLC | 494 | $15.9K | 0.00% | +494 | New |
| Asset Dedication, LLC | 499 | $16.1K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 502 | $16.2K | 0.00% | +235+88.0% | Added |
| Cromwell Holdings LLC | 506 | $16.3K | 0.01% | +506 | New |
| Meeder Asset Management Inc | 576 | $18.6K | 0.00% | −624−52.0% | Reduced |
| AdvisorNet Financial, Inc | 592 | $19.1K | 0.00% | +7+1.2% | Added |
| Westside Investment Management, Inc. | 640 | $20.6K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 669 | $21.6K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 671 | $21.6K | 0.00% | +2+0.3% | Added |
| Optimum Investment Advisors | 698 | $22.5K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 726 | $23.4K | 0.00% | +91+14.3% | Added |
| Trust Co of Vermont | 732 | $23.6K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 762 | $24.6K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 798 | $25.7K | 0.00% | −59−6.9% | Reduced |
| Umb Bank N A | 821 | $26.5K | 0.00% | −51−5.8% | Reduced |
| NBC Securities, Inc. | 838 | $27.0K | 0.00% | +1+0.1% | Added |