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 |
|---|---|---|---|---|---|
| Riverview Trust Co | 875 | $28.2K | 0.03% | 00.0% | Unchanged |
| Montag A & Associates Inc | 900 | $29.0K | 0.00% | −1,000−52.6% | Reduced |
| Acuitas Investments, LLC | 900 | $29.0K | 0.02% | −400−30.8% | Reduced |
| Sound Income Strategies, LLC | 901 | $29.1K | 0.00% | −25−2.7% | Reduced |
| LRI Investments, LLC | 947 | $30.5K | 0.00% | +913+2,685.3% | Added |
| Bruce G. Allen Investments, LLC | 953 | $30.7K | 0.03% | −33−3.3% | Reduced |
| Mather Group, LLC. | 885 | $30.7K | 0.00% | −352−28.5% | Reduced |
| Spire Wealth Management | 965 | $31.1K | 0.00% | +35+3.8% | Added |
| Resona Asset Management Co.,Ltd. | 976 | $31.2K | 0.00% | −77,481−98.8% | Reduced |
| TD Waterhouse Canada Inc. | 1,000 | $31.5K | 0.00% | −68−6.4% | Reduced |
| Sentry Investment Management LLC | 1,003 | $32.0K | 0.01% | +1,003 | New |
| Lindbrook Capital, LLC | 995 | $32.1K | 0.00% | +315+46.3% | Added |
| Olistico Wealth, LLC | 1,078 | $34.8K | 0.02% | +1,078 | New |
| Whittier Trust Co of Nevada Inc | 1,102 | $35.5K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 1,116 | $36.0K | 0.00% | −71−6.0% | Reduced |
| Hilltop National Bank | 1,126 | $36.3K | 0.01% | +112+11.0% | Added |
| Gradient Investments LLC | 1,205 | $38.8K | 0.00% | +1,106+1,117.2% | Added |
| Principal Securities, Inc. | 1,231 | $39.7K | 0.00% | +249+25.4% | Added |
| TD Private Client Wealth LLC | 1,308 | $42.2K | 0.00% | +283+27.6% | Added |
| Family Firm, Inc. | 1,361 | $43.9K | 0.01% | +1,361 | New |
| JFS Wealth Advisors, LLC | 1,386 | $44.7K | 0.00% | +4+0.3% | Added |
| Central Trust Co | 1,406 | $45.3K | 0.00% | −724−34.0% | Reduced |
| Global Retirement Partners, LLC | 1,470 | $47.4K | 0.00% | −30−2.0% | Reduced |
| Parkside Financial Bank & Trust | 1,484 | $47.8K | 0.01% | +65+4.6% | Added |
| Whittier Trust Co | 1,508 | $48.6K | 0.00% | −902−37.4% | Reduced |
| Rosenberg Matthew Hamilton | 1,550 | $48.8K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,663 | $52.4K | 0.00% | +20+1.2% | Added |
| Evermay Wealth Management LLC | 1,700 | $54.8K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,708 | $55.1K | 0.00% | +1,450+562.0% | Added |
| Vista Private Wealth Partners. LLC | 1,712 | $55.2K | 0.02% | +1,712 | New |
| Huntington National Bank | 1,879 | $60.6K | 0.00% | +90+5.0% | Added |
| Estabrook Capital Management | 1,894 | $61.1K | 0.01% | −17−0.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,127 | $68.6K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,300 | $74.2K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,319 | $74.8K | 0.01% | +73+3.3% | Added |
| Ameritas Investment Partners, Inc. | 2,485 | $80.1K | 0.00% | 00.0% | Unchanged |
| Studio Investment Management LLC | 2,503 | $80.7K | 0.02% | +757+43.4% | Added |
| Quadrant Capital Group LLC | 2,553 | $82.3K | 0.01% | −121−4.5% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 2,630 | $84.8K | 0.00% | +1,000+61.3% | Added |
| Smartleaf Asset Management LLC | 2,823 | $90.3K | 0.01% | +65+2.4% | Added |
| GAMMA Investing LLC | 2,806 | $90.5K | 0.01% | +1,217+76.6% | Added |
| Ashton Thomas Private Wealth, LLC | 2,871 | $92.6K | 0.01% | +2,871 | New |
| CIBC Private Wealth Group, LLC | 3,020 | $94.9K | 0.00% | +764+33.9% | Added |
| Quarry LP | 2,988 | $96.3K | 0.04% | +2,988 | New |
| Parallel Advisors, LLC | 2,993 | $96.5K | 0.00% | +502+20.2% | Added |
| Signaturefd, LLC | 3,036 | $97.9K | 0.00% | +7+0.2% | Added |
| Covestor Ltd | 3,028 | $98.0K | 0.06% | −20−0.7% | Reduced |
| Global Trust Asset Management, LLC | 3,106 | $100.1K | 0.04% | −1,020−24.7% | Reduced |
| Proequities, Inc. | 3,171 | $102.2K | 0.01% | +585+22.6% | Added |
| Asset Management One Co.,Ltd. | 3,485 | $112.4K | 0.00% | −81,235−95.9% | Reduced |
| Capital Analysts, LLC | 3,712 | $120.0K | 0.01% | −1,128−23.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 3,774 | $122.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 3,806 | $123.0K | 0.05% | +3,806 | New |
| Ci Investments Inc. | 3,930 | $127.0K | 0.00% | −591−13.1% | Reduced |
| Redwood Wealth Management Group, LLC | 4,121 | $132.9K | 0.10% | +4,121 | New |
| SYSTM Wealth Solutions LLC | 4,335 | $139.8K | 0.03% | 00.0% | Unchanged |
| Horizon Investments, LLC | 4,388 | $141.5K | 0.00% | +12+0.3% | Added |
| First Horizon Advisors, Inc. | 4,480 | $144.4K | 0.00% | +44+1.0% | Added |
| Paradigm Asset Management Co LLC | 4,700 | $151.5K | 0.04% | +4,700 | New |
| Wahed Invest LLC | 5,101 | $164.5K | 0.03% | +553+12.2% | Added |
| Oakworth Capital, Inc. | 5,529 | $178.3K | 0.01% | +728+15.2% | Added |
| Castleark Management LLC | 5,574 | $179.7K | 0.01% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 5,700 | $184.0K | 0.16% | +19+0.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 5,748 | $185.0K | 0.00% | −15,844−73.4% | Reduced |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | 6,011 | $194.0K | 0.00% | +6,011 | New |
| Nomura Asset Management Co Ltd | 6,113 | $197.1K | 0.00% | −58,713−90.6% | Reduced |
| Foster & Motley Inc | 6,363 | $205.0K | 0.01% | −1,212−16.0% | Reduced |
| Westhampton Capital, LLC | 6,400 | $206.3K | 0.11% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 6,409 | $206.6K | 0.15% | +6,409 | New |
| Financial Strategies Group, Inc. | 6,534 | $206.9K | 0.05% | +6,534 | New |
| Forum Financial Management, LP | 6,442 | $207.7K | 0.00% | +5+0.1% | Added |
| Private Advisor Group, LLC | 6,501 | $209.6K | 0.00% | −522−7.4% | Reduced |
| Rakuten Investment Management, Inc. | 6,567 | $210.1K | 0.00% | +343+5.5% | Added |
| Pine Valley Investments Ltd Liability Co | 6,550 | $211.2K | 0.02% | −350−5.1% | Reduced |
| Rothschild Investment LLC | 6,570 | $211.8K | 0.01% | +85+1.3% | Added |
| Beacon Pointe Advisors, LLC | 6,626 | $213.6K | 0.00% | −9−0.1% | Reduced |
| Clarus Wealth Advisors | 6,747 | $216.5K | 0.12% | +253+3.9% | Added |
| Ariadne Wealth Management, LP | 4,700 | $218.6K | 0.19% | +4,700 | New |
| Jones Financial Companies LLLP | 6,790 | $218.9K | 0.00% | +6,789+678,900.0% | Added |
| DoubleLine ETF Adviser LP | 6,827 | $220.1K | 0.06% | +6,827 | New |
| First Community Trust NA | 6,909 | $222.7K | 0.19% | 00.0% | Unchanged |
| IFG Advisory, LLC | 6,916 | $223.0K | 0.01% | +6,916 | New |
| NEOS Investment Management LLC | 7,076 | $228.1K | 0.01% | +7,076 | New |
| Nebula Research & Development LLC | 7,180 | $231.5K | 0.04% | +7,180 | New |
| EntryPoint Capital, LLC | 7,240 | $233.4K | 0.11% | +5,604+342.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,251 | $233.8K | 0.01% | −41−0.6% | Reduced |
| Innealta Capital, LLC | 7,271 | $234.4K | 0.08% | −30−0.4% | Reduced |
| RMR Wealth Builders | 7,288 | $235.0K | 0.03% | −9−0.1% | Reduced |
| Independent Advisor Alliance | 7,340 | $236.6K | 0.01% | −909−11.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 7,349 | $236.9K | 0.02% | −234−3.1% | Reduced |
| Paragon Capital Management Ltd | 7,377 | $237.9K | 0.04% | +7,377 | New |
| Greenleaf Trust | 7,384 | $238.1K | 0.00% | +1,247+20.3% | Added |
| Valeo Financial Advisors, LLC | 7,655 | $246.8K | 0.01% | −654−7.9% | Reduced |
| United Capital Financial Advisers, LLC | 7,659 | $246.9K | 0.00% | −153−2.0% | Reduced |
| Massmutual Trust Co FSB | 7,662 | $247.0K | 0.01% | −559−6.8% | Reduced |
| Veriti Management LLC | 7,713 | $248.7K | 0.02% | +344+4.7% | Added |
| Mengis Capital Management, Inc. | 7,750 | $249.9K | 0.05% | −400−4.9% | Reduced |
| Fortis Advisors, LLC | 7,750 | $249.9K | 0.18% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 7,782 | $250.9K | 0.00% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 7,869 | $253.7K | 0.00% | −2,623−25.0% | Reduced |