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, Q3 2024
Institutional positions in Borgwarner Inc as of Sep 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
- 610
- −23 vs. Q2 2024
- Shares held
- 215.6M
- +9.58M (+4.6%) vs. Q2 2024
- Total value
- $7.82B
- +$1.18B (+17.7%) vs. Q2 2024
- New holders
- 71
- 204 more added
- Sold out
- 94
- 256 more reduced
4 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Borgwarner Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 15 | $0 | 0.00% | −11−42.3% | Reduced |
| WestEnd Advisors, LLC | 2 | $73 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 5 | $181 | 0.00% | +5 | New |
| NVWM, LLC | 5 | $181 | 0.00% | +5 | New |
| Claris Advisors, LLC | 9 | $327 | 0.00% | +9 | New |
| Valued Wealth Advisors LLC | 11 | $400 | 0.00% | −32−74.4% | Reduced |
| Carolinas Wealth Consulting LLC | 14 | $509 | 0.00% | −5−26.3% | Reduced |
| CVA Family Office, LLC | 15 | $544 | 0.00% | +15 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 16 | $580 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 19 | $690 | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 22 | $798 | 0.00% | −22−50.0% | Reduced |
| Provenance Wealth Advisors, LLC | 22 | $798 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 22 | $799 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 23 | $835 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 41 | $1.00K | 0.00% | +20+95.2% | Added |
| SJS Investment Consulting Inc. | 31 | $1.13K | 0.00% | −14−31.1% | Reduced |
| Glen Eagle Advisors, LLC | 34 | $1.22K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 39 | $1.42K | 0.00% | −1−2.5% | Reduced |
| AdvisorNet Financial, Inc | 41 | $1.50K | 0.00% | −551−93.1% | Reduced |
| Proffitt & Goodson Inc | 47 | $1.71K | 0.00% | −62−56.9% | Reduced |
| Key Financial Inc | 50 | $1.81K | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 50 | $1.81K | 0.00% | +50 | New |
| PrairieView Partners, LLC | 64 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 59 | $2.06K | 0.00% | −113−65.7% | Reduced |
| LRI Investments, LLC | 60 | $2.07K | 0.00% | −887−93.7% | Reduced |
| Grove Bank & Trust | 59 | $2.14K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 65 | $2.36K | 0.00% | +1+1.6% | Added |
| Semmax Financial Advisors Inc. | 74 | $2.61K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 76 | $2.76K | 0.00% | −67−46.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 80 | $2.92K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 82 | $2.98K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 96 | $3.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 88 | $3.19K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 92 | $3.33K | 0.00% | +87+1,740.0% | Added |
| Chilton Capital Management LLC | 93 | $3.38K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 106 | $3.85K | 0.00% | +6+6.0% | Added |
| CoreCap Advisors, LLC | 109 | $3.96K | 0.00% | +109 | New |
| Hantz Financial Services, Inc. | 119 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 124 | $4.50K | 0.00% | −88−41.5% | Reduced |
| Washington Trust Co | 124 | $4.52K | 0.00% | +6+5.1% | Added |
| Sachetta, LLC | 132 | $4.79K | 0.00% | +27+25.7% | Added |
| M&R Capital Management Inc | 141 | $5.13K | 0.00% | +141 | New |
| Farmers & Merchants Investments Inc | 145 | $5.26K | 0.00% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 152 | $5.52K | 0.00% | +152 | New |
| SRS Capital Advisors, Inc. | 152 | $5.52K | 0.00% | +31+25.6% | Added |
| Raleigh Capital Management Inc. | 154 | $5.59K | 0.00% | −66−30.0% | Reduced |
| Talon Private Wealth, LLC | 157 | $5.70K | 0.00% | +157 | New |
| Versant Capital Management, Inc | 158 | $5.73K | 0.00% | −25−13.7% | Reduced |
| Addison Advisors LLC | 159 | $5.77K | 0.00% | +159 | New |
| IAG Wealth Partners, LLC | 160 | $5.81K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 171 | $6.00K | 0.00% | +54+46.2% | Added |
| Hemington Wealth Management | 190 | $6.00K | 0.00% | +190 | New |
| AlphaMark Advisors, LLC | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 200 | $7.26K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 204 | $7.40K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 210 | $7.62K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 221 | $8.02K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 225 | $8.17K | 0.00% | 00.0% | Unchanged |
| Peterson Financial Group, Inc. | 226 | $8.19K | 0.03% | +226 | New |
| Coppell Advisory Solutions LLC | 225 | $8.27K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 239 | $8.67K | 0.00% | +10+4.4% | Added |
| Aspire Private Capital, LLC | 240 | $8.73K | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 255 | $9.25K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 281 | $10.2K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 300 | $10.9K | 0.00% | −71−19.1% | Reduced |
| Sittner & Nelson, LLC | 300 | $10.9K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 310 | $11.3K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 313 | $11.4K | 0.00% | −4−1.3% | Reduced |
| Dunhill Financial, LLC | 314 | $11.4K | 0.01% | +23+7.9% | Added |
| Ashton Thomas Securities, LLC | 346 | $12.6K | 0.00% | +346 | New |
| Harbor Investment Advisory, LLC | 366 | $13.3K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 380 | $13.8K | 0.00% | −9−2.3% | Reduced |
| MV Capital Management, Inc. | 393 | $14.3K | 0.00% | −109−21.7% | Reduced |
| McMahon Financial Advisors, LLC | 408 | $14.8K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 412 | $15.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 429 | $15.6K | 0.00% | −34−7.3% | Reduced |
| Sunbelt Securities, Inc. | 430 | $15.6K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 430 | $15.6K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 450 | $16.3K | 0.00% | +450 | New |
| Assetmark, Inc | 468 | $17.0K | 0.00% | −1−0.2% | Reduced |
| Wolff Wiese Magana LLC | 474 | $17.2K | 0.01% | +474 | New |
| Geneos Wealth Management Inc. | 486 | $17.6K | 0.00% | +153+45.9% | Added |
| Asset Dedication, LLC | 499 | $18.1K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 504 | $18.3K | 0.00% | +10+2.0% | Added |
| Riverview Trust Co | 565 | $20.5K | 0.02% | −310−35.4% | Reduced |
| Hanson & Doremus Investment Management | 611 | $22.0K | 0.00% | −7,278−92.3% | Reduced |
| Picton Mahoney Asset Management | 627 | $22.0K | 0.00% | +375+148.8% | Added |
| Westside Investment Management, Inc. | 640 | $23.2K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 668 | $24.2K | 0.00% | −130−16.3% | Reduced |
| Venturi Wealth Management, LLC | 672 | $24.4K | 0.00% | +390+138.3% | Added |
| Cromwell Holdings LLC | 682 | $24.8K | 0.02% | +176+34.8% | Added |
| Matrix Trust Co | 693 | $25.0K | 0.00% | +693 | New |
| Oarsman Capital, Inc. | 692 | $25.1K | 0.00% | +692 | New |
| Lindbrook Capital, LLC | 693 | $25.1K | 0.00% | −302−30.4% | Reduced |
| Optimum Investment Advisors | 698 | $25.3K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 728 | $26.4K | 0.00% | −4,801−86.8% | Reduced |
| Deseret Mutual Benefit Administrators | 762 | $27.7K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 796 | $28.9K | 0.00% | −25−3.0% | Reduced |
| Mather Group, LLC. | 824 | $29.9K | 0.00% | −61−6.9% | Reduced |
| NBC Securities, Inc. | 834 | $30.0K | 0.00% | −4−0.5% | Reduced |