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 |
|---|---|---|---|---|---|
| Studio Investment Management LLC | 2,503 | $80.7K | 0.02% | +757+43.4% | Added |
| Ameritas Investment Partners, Inc. | 2,485 | $80.1K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,319 | $74.8K | 0.01% | +73+3.3% | Added |
| Anchor Investment Management, LLC | 2,300 | $74.2K | 0.01% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,127 | $68.6K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 1,894 | $61.1K | 0.01% | −17−0.9% | Reduced |
| Huntington National Bank | 1,879 | $60.6K | 0.00% | +90+5.0% | Added |
| Vista Private Wealth Partners. LLC | 1,712 | $55.2K | 0.02% | +1,712 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,708 | $55.1K | 0.00% | +1,450+562.0% | Added |
| Evermay Wealth Management LLC | 1,700 | $54.8K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,663 | $52.4K | 0.00% | +20+1.2% | Added |
| Rosenberg Matthew Hamilton | 1,550 | $48.8K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 1,508 | $48.6K | 0.00% | −902−37.4% | Reduced |
| Parkside Financial Bank & Trust | 1,484 | $47.8K | 0.01% | +65+4.6% | Added |
| Global Retirement Partners, LLC | 1,470 | $47.4K | 0.00% | −30−2.0% | Reduced |
| Central Trust Co | 1,406 | $45.3K | 0.00% | −724−34.0% | Reduced |
| JFS Wealth Advisors, LLC | 1,386 | $44.7K | 0.00% | +4+0.3% | Added |
| Family Firm, Inc. | 1,361 | $43.9K | 0.01% | +1,361 | New |
| TD Private Client Wealth LLC | 1,308 | $42.2K | 0.00% | +283+27.6% | Added |
| Principal Securities, Inc. | 1,231 | $39.7K | 0.00% | +249+25.4% | Added |
| Gradient Investments LLC | 1,205 | $38.8K | 0.00% | +1,106+1,117.2% | Added |
| Hilltop National Bank | 1,126 | $36.3K | 0.01% | +112+11.0% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,116 | $36.0K | 0.00% | −71−6.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,102 | $35.5K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 1,078 | $34.8K | 0.02% | +1,078 | New |
| Lindbrook Capital, LLC | 995 | $32.1K | 0.00% | +315+46.3% | Added |
| Sentry Investment Management LLC | 1,003 | $32.0K | 0.01% | +1,003 | New |
| TD Waterhouse Canada Inc. | 1,000 | $31.5K | 0.00% | −68−6.4% | Reduced |
| Resona Asset Management Co.,Ltd. | 976 | $31.2K | 0.00% | −77,481−98.8% | Reduced |
| Spire Wealth Management | 965 | $31.1K | 0.00% | +35+3.8% | Added |
| Mather Group, LLC. | 885 | $30.7K | 0.00% | −352−28.5% | Reduced |
| Bruce G. Allen Investments, LLC | 953 | $30.7K | 0.03% | −33−3.3% | Reduced |
| LRI Investments, LLC | 947 | $30.5K | 0.00% | +913+2,685.3% | Added |
| Sound Income Strategies, LLC | 901 | $29.1K | 0.00% | −25−2.7% | Reduced |
| 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 |
| Riverview Trust Co | 875 | $28.2K | 0.03% | 00.0% | Unchanged |
| NBC Securities, Inc. | 838 | $27.0K | 0.00% | +1+0.1% | Added |
| Umb Bank N A | 821 | $26.5K | 0.00% | −51−5.8% | Reduced |
| Altshuler Shaham Ltd | 798 | $25.7K | 0.00% | −59−6.9% | Reduced |
| Deseret Mutual Benefit Administrators | 762 | $24.6K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 732 | $23.6K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 726 | $23.4K | 0.00% | +91+14.3% | Added |
| Optimum Investment Advisors | 698 | $22.5K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 671 | $21.6K | 0.00% | +2+0.3% | Added |
| Front Row Advisors LLC | 669 | $21.6K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 640 | $20.6K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 592 | $19.1K | 0.00% | +7+1.2% | Added |
| Meeder Asset Management Inc | 576 | $18.6K | 0.00% | −624−52.0% | Reduced |
| Cromwell Holdings LLC | 506 | $16.3K | 0.01% | +506 | New |
| MV Capital Management, Inc. | 502 | $16.2K | 0.00% | +235+88.0% | Added |
| Asset Dedication, LLC | 499 | $16.1K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 494 | $15.9K | 0.00% | +494 | New |
| Assetmark, Inc | 469 | $15.1K | 0.00% | −7−1.5% | Reduced |
| HM Payson & Co | 463 | $14.9K | 0.00% | −1,813−79.7% | 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 |
| EverSource Wealth Advisors, LLC | 389 | $13.7K | 0.00% | −308−44.2% | Reduced |
| Zions Bancorporation, N.A. | 412 | $13.3K | 0.00% | +2+0.5% | Added |
| McMahon Financial Advisors, LLC | 408 | $13.2K | 0.00% | +408 | New |
| Catalyst Funds Management Pty Ltd | 400 | $12.9K | 0.00% | −12,200−96.8% | Reduced |
| Partnership Wealth Management, LLC | 390 | $12.6K | 0.01% | −270−40.9% | Reduced |
| Global X Japan Co., Ltd. | 371 | $12.0K | 0.00% | −60−13.9% | Reduced |
| Harbor Investment Advisory, LLC | 366 | $11.8K | 0.00% | −50−12.0% | Reduced |
| JJJ Advisors Inc. | 356 | $11.5K | 0.00% | −8−2.2% | Reduced |
| Geneos Wealth Management Inc. | 333 | $10.7K | 0.00% | −32−8.8% | Reduced |
| Allworth Financial LP | 317 | $10.3K | 0.00% | −219−40.9% | Reduced |
| Mechanics Financial Corp | 310 | $9.99K | 0.01% | +25+8.8% | Added |
| Sittner & Nelson, LLC | 300 | $9.67K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 291 | $9.37K | 0.01% | +270+1,285.7% | Added |
| Venturi Wealth Management, LLC | 282 | $9.09K | 0.00% | +282 | New |
| MCF Advisors LLC | 281 | $9.06K | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 255 | $8.22K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 252 | $8.00K | 0.00% | +252 | New |
| Aspire Private Capital, LLC | 240 | $7.73K | 0.00% | −96−28.6% | Reduced |
| Private Wealth Management Group, LLC | 229 | $7.38K | 0.00% | +182+387.2% | Added |
| First Personal Financial Services | 225 | $7.25K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 225 | $7.25K | 0.00% | +225 | New |
| Rogco, LP | 221 | $7.13K | 0.00% | −100−31.2% | Reduced |
| Raleigh Capital Management Inc. | 220 | $7.09K | 0.00% | +35+18.9% | Added |
| Bell Investment Advisors, Inc | 212 | $6.83K | 0.00% | −14−6.2% | Reduced |
| Crewe Advisors LLC | 210 | $6.77K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 204 | $6.58K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 200 | $6.45K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 188 | $6.06K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 185 | $5.96K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 183 | $5.90K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 172 | $5.54K | 0.00% | −110−39.0% | Reduced |
| IAG Wealth Partners, LLC | 160 | $5.16K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 145 | $4.67K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 143 | $4.61K | 0.00% | +67+88.2% | Added |
| 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 |
| SRS Capital Advisors, Inc. | 121 | $3.90K | 0.00% | +121 | New |
| Washington Trust Co | 118 | $3.81K | 0.00% | +24+25.5% | Added |
| Proffitt & Goodson Inc | 109 | $3.52K | 0.00% | −100−47.8% | Reduced |
| Sachetta, LLC | 105 | $3.41K | 0.00% | +12+12.9% | Added |
| Brown Brothers Harriman & Co | 100 | $3.22K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 94 | $3.03K | 0.00% | +94 | New |