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 |
|---|---|---|---|---|---|
| Parkside Financial Bank & Trust | 837 | $30.4K | 0.00% | −647−43.6% | Reduced |
| Quarry LP | 867 | $31.5K | 0.01% | −2,121−71.0% | Reduced |
| Skopos Labs, Inc. | 879 | $31.9K | 0.01% | +879 | New |
| Sound Income Strategies, LLC | 904 | $32.8K | 0.00% | +3+0.3% | Added |
| State of Wyoming | 935 | $33.9K | 0.00% | +935 | New |
| Spire Wealth Management | 961 | $34.9K | 0.00% | −4−0.4% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 984 | $35.7K | 0.00% | +984 | New |
| Harel Insurance Investments & Financial Services Ltd. | 984 | $36.0K | 0.00% | −132−11.8% | Reduced |
| Sentry Investment Management LLC | 1,003 | $36.0K | 0.02% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 993 | $36.0K | 0.03% | +40+4.2% | Added |
| TD Private Client Wealth LLC | 1,051 | $38.1K | 0.00% | −257−19.6% | Reduced |
| True Wealth Design, LLC | 1,051 | $38.1K | 0.01% | +1,051 | New |
| Harbour Investments, Inc. | 1,070 | $38.8K | 0.00% | +399+59.5% | Added |
| Olistico Wealth, LLC | 1,081 | $39.3K | 0.02% | +3+0.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,093 | $39.7K | 0.00% | −615−36.0% | Reduced |
| Hilltop National Bank | 1,126 | $40.9K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 1,131 | $41.0K | 0.00% | +1,131 | New |
| Resona Asset Management Co.,Ltd. | 1,182 | $43.4K | 0.00% | +206+21.1% | Added |
| Acuitas Investments, LLC | 1,200 | $43.5K | 0.02% | +300+33.3% | Added |
| Principal Securities, Inc. | 1,219 | $44.2K | 0.00% | −12−1.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,225 | $44.5K | 0.00% | +499+68.7% | Added |
| Global Retirement Partners, LLC | 1,366 | $49.6K | 0.00% | −104−7.1% | Reduced |
| Trust Co of Vermont | 1,377 | $50.0K | 0.00% | +645+88.1% | Added |
| JFS Wealth Advisors, LLC | 1,394 | $50.6K | 0.00% | +8+0.6% | Added |
| Central Trust Co | 1,429 | $51.9K | 0.00% | +23+1.6% | Added |
| Catalyst Funds Management Pty Ltd | 1,500 | $54.4K | 0.01% | +1,100+275.0% | Added |
| Whittier Trust Co | 1,508 | $54.7K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,550 | $56.3K | 0.01% | −150−8.8% | Reduced |
| Rosenberg Matthew Hamilton | 1,550 | $56.3K | 0.01% | 00.0% | Unchanged |
| Walleye Trading LLC | 1,642 | $59.6K | 0.00% | −23,136−93.4% | Reduced |
| Bryn Mawr Trust Co | 1,699 | $61.7K | 0.00% | +1,699 | New |
| Farther Finance Advisors, LLC | 1,731 | $62.9K | 0.00% | +68+4.1% | Added |
| Vista Private Wealth Partners. LLC | 1,741 | $63.2K | 0.02% | +29+1.7% | Added |
| Estabrook Capital Management | 1,888 | $68.5K | 0.01% | −6−0.3% | Reduced |
| Quent Capital, LLC | 2,036 | $74.0K | 0.01% | −283−12.2% | Reduced |
| Anchor Investment Management, LLC | 2,100 | $76.2K | 0.01% | −200−8.7% | Reduced |
| Capital Performance Advisors LLP | 2,136 | $77.5K | 0.02% | +2,136 | New |
| Whittier Trust Co of Nevada Inc | 2,302 | $83.5K | 0.00% | +1,200+108.9% | Added |
| Quadrant Capital Group LLC | 2,332 | $84.6K | 0.01% | −221−8.7% | Reduced |
| Parallel Advisors, LLC | 2,375 | $86.2K | 0.00% | −618−20.6% | Reduced |
| Ameritas Investment Partners, Inc. | 2,485 | $90.2K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 2,516 | $91.3K | 0.01% | +1,940+336.8% | Added |
| CIBC Private Wealth Group, LLC | 2,607 | $94.6K | 0.00% | −413−13.7% | Reduced |
| Huntington National Bank | 2,785 | $101.1K | 0.00% | +906+48.2% | Added |
| Studio Investment Management LLC | 2,813 | $102.1K | 0.02% | +310+12.4% | Added |
| Covestor Ltd | 2,953 | $108.0K | 0.07% | −75−2.5% | Reduced |
| Signaturefd, LLC | 3,017 | $109.5K | 0.00% | −19−0.6% | Reduced |
| Global Trust Asset Management, LLC | 3,056 | $110.9K | 0.04% | −50−1.6% | Reduced |
| Horizon Investments, LLC | 3,090 | $112.1K | 0.00% | −1,298−29.6% | Reduced |
| Proequities, Inc. | 3,243 | $117.7K | 0.01% | +72+2.3% | Added |
| Truvestments Capital LLC | 3,397 | $123.3K | 0.03% | +3,397 | New |
| Smartleaf Asset Management LLC | 3,358 | $123.4K | 0.01% | +535+19.0% | Added |
| Capital Analysts, LLC | 3,715 | $135.0K | 0.01% | +3+0.1% | Added |
| First Horizon Advisors, Inc. | 4,340 | $157.5K | 0.00% | −140−3.1% | Reduced |
| Asset Management One Co.,Ltd. | 4,348 | $157.8K | 0.00% | +863+24.8% | Added |
| Ci Investments Inc. | 4,678 | $170.0K | 0.00% | +748+19.0% | Added |
| Paradigm Asset Management Co LLC | 4,700 | $170.6K | 0.04% | 00.0% | Unchanged |
| GAMMA Investing LLC | 4,881 | $177.1K | 0.02% | +2,075+73.9% | Added |
| Credit Agricole S A | 5,071 | $184.0K | 0.00% | −14,825−74.5% | Reduced |
| Dynamic Wealth Strategies, LLC | 5,299 | $192.0K | 0.16% | −401−7.0% | Reduced |
| Rothschild Investment LLC | 5,495 | $199.4K | 0.01% | −1,075−16.4% | Reduced |
| Applied Finance Capital Management, LLC | 5,578 | $202.4K | 0.01% | +5,578 | New |
| Frank, Rimerman Advisors LLC | 5,635 | $204.5K | 0.01% | +5,635 | New |
| Geller Advisors LLC | 5,829 | $211.5K | 0.01% | +5,829 | New |
| Blackston Financial Advisory Group, LLC | 5,914 | $214.6K | 0.11% | +5,914 | New |
| Beacon Pointe Advisors, LLC | 5,985 | $217.2K | 0.00% | −641−9.7% | Reduced |
| Eagle Rock Investment Company, LLC | 6,000 | $217.7K | 0.04% | +6,000 | New |
| Squarepoint Ops LLC | 6,131 | $222.5K | 0.00% | −19,830−76.4% | Reduced |
| Paragon Capital Management Ltd | 6,249 | $226.8K | 0.04% | −1,128−15.3% | Reduced |
| First Community Trust NA | 6,309 | $229.0K | 0.19% | −600−8.7% | Reduced |
| Tower Research Capital LLC (TRC) | 6,382 | $231.6K | 0.01% | −55,326−89.7% | Reduced |
| Westhampton Capital, LLC | 6,400 | $232.3K | 0.12% | 00.0% | Unchanged |
| Forum Financial Management, LP | 6,442 | $233.8K | 0.00% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 6,671 | $242.1K | 0.02% | +6,671 | New |
| Marshall Wace, LLP | 6,697 | $243.0K | 0.00% | −2,460−26.9% | Reduced |
| Dark Forest Capital Management LP | 6,705 | $243.3K | 0.03% | −5,358−44.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 6,744 | $244.7K | 0.02% | −605−8.2% | Reduced |
| Jefferies Financial Group Inc. | 6,745 | $244.8K | 0.00% | −1,674−19.9% | Reduced |
| Nomura Asset Management Co Ltd | 6,784 | $246.2K | 0.00% | +671+11.0% | Added |
| Trajan Wealth LLC | 6,824 | $247.6K | 0.01% | +6,824 | New |
| Leonteq Securities AG | 7,040 | $255.5K | 0.03% | −9,016−56.2% | Reduced |
| Private Advisor Group, LLC | 7,050 | $255.8K | 0.00% | +549+8.4% | Added |
| Paloma Partners Management Co | 7,086 | $257.2K | 0.01% | −66,007−90.3% | Reduced |
| Pine Valley Investments Ltd Liability Co | 7,100 | $257.7K | 0.02% | +550+8.4% | Added |
| Clarus Wealth Advisors | 7,414 | $259.6K | 0.13% | +667+9.9% | Added |
| Journey Advisory Group, LLC | 8,074 | $260.3K | 0.03% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 7,196 | $261.1K | 0.00% | +7,196 | New |
| Northwestern Mutual Investment Management Company, LLC | 7,218 | $261.9K | 0.01% | −33−0.5% | Reduced |
| Pallas Capital Advisors LLC | 7,938 | $265.5K | 0.01% | +7,938 | New |
| Massmutual Trust Co FSB | 7,336 | $266.2K | 0.01% | −326−4.3% | Reduced |
| Penserra Capital Management LLC | 7,367 | $267.0K | 0.01% | +7,367 | New |
| MainStreet Investment Advisors LLC | 7,381 | $267.9K | 0.04% | −2,090−22.1% | Reduced |
| City Center Advisors, LLC | 7,400 | $268.5K | 0.30% | −100−1.3% | Reduced |
| Park Avenue Securities LLC | 7,422 | $269.0K | 0.00% | −604−7.5% | Reduced |
| Valeo Financial Advisors, LLC | 7,419 | $269.8K | 0.01% | −236−3.1% | Reduced |
| Innealta Capital, LLC | 7,461 | $270.8K | 0.11% | +190+2.6% | Added |
| Veriti Management LLC | 7,500 | $272.2K | 0.01% | −213−2.8% | Reduced |
| XTX Topco Ltd | 7,550 | $274.0K | 0.02% | −6,572−46.5% | Reduced |
| Fort Washington Investment Advisors Inc | 7,611 | $276.2K | 0.00% | −171−2.2% | Reduced |
| Colony Group, LLC | 7,679 | $278.7K | 0.00% | +7,679 | New |