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 |
|---|---|---|---|---|---|
| Gsa Capital Partners LLP | 7,694 | $279.0K | 0.02% | −17,611−69.6% | Reduced |
| Horan Securities, Inc. | 7,735 | $280.7K | 0.11% | −385−4.7% | Reduced |
| Mengis Capital Management, Inc. | 7,750 | $281.2K | 0.06% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 7,750 | $281.2K | 0.18% | 00.0% | Unchanged |
| FORA Capital, LLC | 7,826 | $284.0K | 0.03% | +7,826 | New |
| CWM Advisors, LLC | 7,844 | $284.7K | 0.03% | −322−3.9% | Reduced |
| Beverly Hills Private Wealth, LLC | 7,904 | $286.8K | 0.06% | −1,604−16.9% | Reduced |
| Financial Strategies Group, Inc. | 8,104 | $287.1K | 0.07% | +1,570+24.0% | Added |
| Williams Jones Wealth Management, LLC. | 7,959 | $288.8K | 0.00% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 8,000 | $290.3K | 0.02% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 8,000 | $290.3K | 0.04% | 00.0% | Unchanged |
| Empirical Finance, LLC | 8,037 | $291.7K | 0.02% | +152+1.9% | Added |
| United Capital Financial Advisers, LLC | 8,067 | $292.7K | 0.00% | +408+5.3% | Added |
| MAI Capital Management | 8,078 | $293.2K | 0.00% | −4,098−33.7% | Reduced |
| Omers Administration Corp | 8,152 | $295.8K | 0.00% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 8,159 | $296.1K | 0.05% | −2,730−25.1% | Reduced |
| Coldstream Capital Management Inc | 8,490 | $307.6K | 0.01% | −1,882−18.1% | Reduced |
| NEOS Investment Management LLC | 8,700 | $315.7K | 0.01% | +1,624+23.0% | Added |
| RMR Wealth Builders | 8,776 | $318.5K | 0.03% | +1,488+20.4% | Added |
| iA Global Asset Management Inc. | 8,812 | $320.0K | 0.01% | +8,812 | New |
| Rakuten Investment Management, Inc. | 8,739 | $321.2K | 0.00% | +2,172+33.1% | Added |
| Cullen Investment Group, Ltd. | 8,901 | $323.0K | 0.05% | −97−1.1% | Reduced |
| MBB Public Markets I LLC | 9,090 | $329.9K | 0.03% | +9,090 | New |
| Norinchukin Bank, The | 9,099 | $330.2K | 0.01% | +1,180+14.9% | Added |
| Mackenzie Financial Corp | 9,173 | $332.9K | 0.00% | −2,494−21.4% | Reduced |
| Sterling Capital Management LLC | 9,307 | $337.8K | 0.00% | +9,307 | New |
| Diligent Investors, LLC | 9,350 | $339.3K | 0.08% | −1,100−10.5% | Reduced |
| Capstone Investment Advisors, LLC | 9,377 | $340.3K | 0.01% | +9,377 | New |
| PFG Investments, LLC | 9,435 | $342.4K | 0.02% | +414+4.6% | Added |
| Stratos Wealth Partners, LTD. | 9,568 | $347.2K | 0.01% | +9,568 | New |
| Ronald Blue Trust, Inc. | 10,926 | $352.3K | 0.00% | +732+7.2% | Added |
| CX Institutional | 9,750 | $353.8K | 0.02% | +199+2.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 9,765 | $354.4K | 0.00% | +1,321+15.6% | Added |
| MeadowBrook Investment Advisors LLC | 9,870 | $358.2K | 0.32% | −130−1.3% | Reduced |
| Verition Fund Management LLC | 9,875 | $358.4K | 0.00% | −128,522−92.9% | Reduced |
| Belpointe Asset Management LLC | 9,912 | $359.7K | 0.02% | +9,912 | New |
| EP Wealth Advisors, LLC | 9,984 | $362.3K | 0.00% | +9,984 | New |
| HB Wealth Management, LLC | 9,996 | $362.8K | 0.00% | −40.0% | Reduced |
| Private Management Group Inc | 10,000 | $362.9K | 0.01% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 10,094 | $366.3K | 0.00% | +7,967+374.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 10,127 | $368.0K | 0.00% | −61−0.6% | Reduced |
| Sequoia Financial Advisors, LLC | 10,199 | $370.1K | 0.00% | −461,195−97.8% | Reduced |
| Shell Asset Management Co | 10,224 | $371.0K | 0.02% | +10,224 | New |
| First Pacific Financial | 10,327 | $374.8K | 0.09% | +564+5.8% | Added |
| Rockefeller Capital Management L.P. | 10,357 | $375.9K | 0.00% | −3,394−24.7% | Reduced |
| Banque Cantonale Vaudoise | 10,353 | $376.0K | 0.02% | +1,726+20.0% | Added |
| Johnson Investment Counsel Inc | 10,402 | $377.5K | 0.00% | −308−2.9% | Reduced |
| Daiwa Securities Group Inc. | 10,506 | $381.0K | 0.00% | +1,345+14.7% | Added |
| American Trust | 10,654 | $386.6K | 0.03% | −443−4.0% | Reduced |
| Inspire Advisors, LLC | 10,683 | $387.7K | 0.05% | +10,683 | New |
| Burney Co | 10,700 | $388.3K | 0.01% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 10,798 | $391.9K | 0.01% | +2,517+30.4% | Added |
| CSS LLC | 11,000 | $399.2K | 0.02% | +1,000+10.0% | Added |
| New Mexico Educational Retirement Board | 11,150 | $405.0K | 0.01% | −700−5.9% | Reduced |
| Aigen Investment Management, LP | 11,343 | $411.6K | 0.08% | +11,343 | New |
| GTS Securities LLC | 11,459 | $415.8K | 0.01% | +11,459 | New |
| Murphy Pohlad Asset Management LLC | 11,480 | $416.6K | 0.17% | −2,505−17.9% | Reduced |
| Quest Partners LLC | 11,499 | $417.3K | 0.04% | −19,902−63.4% | Reduced |
| Arkadios Wealth Advisors | 11,639 | $422.4K | 0.02% | +596+5.4% | Added |
| CIBC World Markets Inc. | 11,762 | $427.0K | 0.00% | +288+2.5% | Added |
| Prospera Financial Services Inc | 11,892 | $431.6K | 0.01% | +787+7.1% | Added |
| Logan Capital Management Inc | 12,076 | $438.2K | 0.02% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 12,173 | $441.8K | 0.18% | +12,173 | New |
| Advisory Services Network, LLC | 13,941 | $449.5K | 0.01% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 12,560 | $455.8K | 0.01% | −540−4.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 12,670 | $460.0K | 0.00% | −9,375−42.5% | Reduced |
| Louisiana State Employees Retirement System | 12,800 | $464.5K | 0.01% | −100−0.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 12,960 | $470.3K | 0.00% | −5,873−31.2% | Reduced |
| Tectonic Advisors LLC | 13,049 | $473.5K | 0.03% | +1,110+9.3% | Added |
| Avantax Advisory Services, Inc. | 13,055 | $473.7K | 0.00% | +269+2.1% | Added |
| Personal Cfo Solutions, LLC | 13,100 | $475.4K | 0.07% | −213−1.6% | Reduced |
| M&T Bank Corp | 13,114 | $475.9K | 0.00% | −3,266−19.9% | Reduced |
| Maryland State Retirement & Pension System | 13,133 | $476.6K | 0.01% | −4,670−26.2% | Reduced |
| Trillium Asset Management, LLC | 13,298 | $483.0K | 0.01% | −953−6.7% | Reduced |
| Renasant Bank | 13,417 | $486.9K | 0.32% | −5,726−29.9% | Reduced |
| Merit Financial Group, LLC | 13,661 | $495.8K | 0.01% | −5,813−29.9% | Reduced |
| Park Place Capital Corp | 13,867 | $503.2K | 0.14% | −5,726−29.2% | Reduced |
| Wealthfront Advisers LLC | 13,894 | $504.2K | 0.00% | −351−2.5% | Reduced |
| Marex Group plc | 14,331 | $520.1K | 0.01% | +14,331 | New |
| Point72 (DIFC) Ltd | 14,412 | $523.0K | 0.04% | −88,643−86.0% | Reduced |
| Hartford Investment Management Co | 14,485 | $525.7K | 0.02% | −170−1.2% | Reduced |
| CAPROCK Group, Inc. | 14,528 | $527.2K | 0.02% | −2,279−13.6% | Reduced |
| Truist Financial Corp | 14,724 | $534.3K | 0.00% | −1,231−7.7% | Reduced |
| Mizuho Securities USA LLC | 14,770 | $536.0K | 0.01% | −2,796−15.9% | Reduced |
| Everence Capital Management Inc | 14,870 | $540.0K | 0.03% | 00.0% | Unchanged |
| Unison Advisors LLC | 14,908 | $541.0K | 0.07% | +51+0.3% | Added |
| Cornercap Investment Counsel Inc | 15,252 | $553.5K | 0.16% | +15,252 | New |
| Jones Financial Companies LLLP | 15,177 | $557.7K | 0.00% | +8,387+123.5% | Added |
| Bayesian Capital Management, LP | 15,400 | $558.9K | 0.07% | +15,400 | New |
| Vestcor Inc | 15,626 | $567.0K | 0.02% | +15,626 | New |
| Fuller & Thaler Asset Management, Inc. | 15,770 | $572.3K | 0.00% | +13,140+499.6% | Added |
| Petrus Trust Company, LTA | 15,792 | $573.1K | 0.06% | +15,792 | New |
| Kentucky Retirement Systems | 15,868 | $575.9K | 0.02% | −1,301−7.6% | Reduced |
| Neuberger Berman Group LLC | 15,916 | $577.6K | 0.00% | −1,599−9.1% | Reduced |
| Prudent Man Advisors, LLC | 15,968 | $579.5K | 0.19% | +4,220+35.9% | Added |
| IFP Advisors, Inc | 16,149 | $586.0K | 0.02% | −1,201−6.9% | Reduced |
| HighTower Advisors, LLC | 16,118 | $587.0K | 0.00% | −11,066−40.7% | Reduced |
| Kestra Advisory Services, LLC | 16,362 | $593.8K | 0.00% | +6,617+67.9% | Added |
| Alpha Omega Wealth Management LLC | 16,599 | $602.4K | 0.11% | +350+2.2% | Added |
| Cornell Pochily Investment Advisors, Inc. | 16,674 | $605.1K | 0.21% | −4,507−21.3% | Reduced |