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 |
|---|---|---|---|---|---|
| Financial Strategies Group, Inc. | 8,104 | $287.1K | 0.07% | +1,570+24.0% | Added |
| Beverly Hills Private Wealth, LLC | 7,904 | $286.8K | 0.06% | −1,604−16.9% | Reduced |
| CWM Advisors, LLC | 7,844 | $284.7K | 0.03% | −322−3.9% | Reduced |
| FORA Capital, LLC | 7,826 | $284.0K | 0.03% | +7,826 | New |
| Fortis Advisors, LLC | 7,750 | $281.2K | 0.18% | 00.0% | Unchanged |
| Mengis Capital Management, Inc. | 7,750 | $281.2K | 0.06% | 00.0% | Unchanged |
| Horan Securities, Inc. | 7,735 | $280.7K | 0.11% | −385−4.7% | Reduced |
| Gsa Capital Partners LLP | 7,694 | $279.0K | 0.02% | −17,611−69.6% | Reduced |
| Colony Group, LLC | 7,679 | $278.7K | 0.00% | +7,679 | New |
| Fort Washington Investment Advisors Inc | 7,611 | $276.2K | 0.00% | −171−2.2% | Reduced |
| XTX Topco Ltd | 7,550 | $274.0K | 0.02% | −6,572−46.5% | Reduced |
| Veriti Management LLC | 7,500 | $272.2K | 0.01% | −213−2.8% | Reduced |
| Innealta Capital, LLC | 7,461 | $270.8K | 0.11% | +190+2.6% | Added |
| Valeo Financial Advisors, LLC | 7,419 | $269.8K | 0.01% | −236−3.1% | Reduced |
| Park Avenue Securities LLC | 7,422 | $269.0K | 0.00% | −604−7.5% | Reduced |
| City Center Advisors, LLC | 7,400 | $268.5K | 0.30% | −100−1.3% | Reduced |
| MainStreet Investment Advisors LLC | 7,381 | $267.9K | 0.04% | −2,090−22.1% | Reduced |
| Penserra Capital Management LLC | 7,367 | $267.0K | 0.01% | +7,367 | New |
| Massmutual Trust Co FSB | 7,336 | $266.2K | 0.01% | −326−4.3% | Reduced |
| Pallas Capital Advisors LLC | 7,938 | $265.5K | 0.01% | +7,938 | New |
| Northwestern Mutual Investment Management Company, LLC | 7,218 | $261.9K | 0.01% | −33−0.5% | Reduced |
| Gateway Investment Advisers LLC | 7,196 | $261.1K | 0.00% | +7,196 | New |
| Journey Advisory Group, LLC | 8,074 | $260.3K | 0.03% | 00.0% | Unchanged |
| Clarus Wealth Advisors | 7,414 | $259.6K | 0.13% | +667+9.9% | Added |
| Pine Valley Investments Ltd Liability Co | 7,100 | $257.7K | 0.02% | +550+8.4% | Added |
| Paloma Partners Management Co | 7,086 | $257.2K | 0.01% | −66,007−90.3% | Reduced |
| Private Advisor Group, LLC | 7,050 | $255.8K | 0.00% | +549+8.4% | Added |
| Leonteq Securities AG | 7,040 | $255.5K | 0.03% | −9,016−56.2% | Reduced |
| Trajan Wealth LLC | 6,824 | $247.6K | 0.01% | +6,824 | New |
| Nomura Asset Management Co Ltd | 6,784 | $246.2K | 0.00% | +671+11.0% | Added |
| Jefferies Financial Group Inc. | 6,745 | $244.8K | 0.00% | −1,674−19.9% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 6,744 | $244.7K | 0.02% | −605−8.2% | Reduced |
| Dark Forest Capital Management LP | 6,705 | $243.3K | 0.03% | −5,358−44.4% | Reduced |
| Marshall Wace, LLP | 6,697 | $243.0K | 0.00% | −2,460−26.9% | Reduced |
| Sage Mountain Advisors LLC | 6,671 | $242.1K | 0.02% | +6,671 | New |
| Forum Financial Management, LP | 6,442 | $233.8K | 0.00% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 6,400 | $232.3K | 0.12% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 6,382 | $231.6K | 0.01% | −55,326−89.7% | Reduced |
| First Community Trust NA | 6,309 | $229.0K | 0.19% | −600−8.7% | Reduced |
| Paragon Capital Management Ltd | 6,249 | $226.8K | 0.04% | −1,128−15.3% | Reduced |
| Squarepoint Ops LLC | 6,131 | $222.5K | 0.00% | −19,830−76.4% | Reduced |
| Eagle Rock Investment Company, LLC | 6,000 | $217.7K | 0.04% | +6,000 | New |
| Beacon Pointe Advisors, LLC | 5,985 | $217.2K | 0.00% | −641−9.7% | Reduced |
| Blackston Financial Advisory Group, LLC | 5,914 | $214.6K | 0.11% | +5,914 | New |
| Geller Advisors LLC | 5,829 | $211.5K | 0.01% | +5,829 | New |
| Frank, Rimerman Advisors LLC | 5,635 | $204.5K | 0.01% | +5,635 | New |
| Applied Finance Capital Management, LLC | 5,578 | $202.4K | 0.01% | +5,578 | New |
| Rothschild Investment LLC | 5,495 | $199.4K | 0.01% | −1,075−16.4% | Reduced |
| Dynamic Wealth Strategies, LLC | 5,299 | $192.0K | 0.16% | −401−7.0% | Reduced |
| Credit Agricole S A | 5,071 | $184.0K | 0.00% | −14,825−74.5% | Reduced |
| GAMMA Investing LLC | 4,881 | $177.1K | 0.02% | +2,075+73.9% | Added |
| Paradigm Asset Management Co LLC | 4,700 | $170.6K | 0.04% | 00.0% | Unchanged |
| Ci Investments Inc. | 4,678 | $170.0K | 0.00% | +748+19.0% | Added |
| Asset Management One Co.,Ltd. | 4,348 | $157.8K | 0.00% | +863+24.8% | Added |
| First Horizon Advisors, Inc. | 4,340 | $157.5K | 0.00% | −140−3.1% | Reduced |
| Capital Analysts, LLC | 3,715 | $135.0K | 0.01% | +3+0.1% | Added |
| Smartleaf Asset Management LLC | 3,358 | $123.4K | 0.01% | +535+19.0% | Added |
| Truvestments Capital LLC | 3,397 | $123.3K | 0.03% | +3,397 | New |
| Proequities, Inc. | 3,243 | $117.7K | 0.01% | +72+2.3% | Added |
| Horizon Investments, LLC | 3,090 | $112.1K | 0.00% | −1,298−29.6% | Reduced |
| Global Trust Asset Management, LLC | 3,056 | $110.9K | 0.04% | −50−1.6% | Reduced |
| Signaturefd, LLC | 3,017 | $109.5K | 0.00% | −19−0.6% | Reduced |
| Covestor Ltd | 2,953 | $108.0K | 0.07% | −75−2.5% | Reduced |
| Studio Investment Management LLC | 2,813 | $102.1K | 0.02% | +310+12.4% | Added |
| Huntington National Bank | 2,785 | $101.1K | 0.00% | +906+48.2% | Added |
| CIBC Private Wealth Group, LLC | 2,607 | $94.6K | 0.00% | −413−13.7% | Reduced |
| Meeder Asset Management Inc | 2,516 | $91.3K | 0.01% | +1,940+336.8% | Added |
| Ameritas Investment Partners, Inc. | 2,485 | $90.2K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,375 | $86.2K | 0.00% | −618−20.6% | Reduced |
| Quadrant Capital Group LLC | 2,332 | $84.6K | 0.01% | −221−8.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 2,302 | $83.5K | 0.00% | +1,200+108.9% | Added |
| Capital Performance Advisors LLP | 2,136 | $77.5K | 0.02% | +2,136 | New |
| Anchor Investment Management, LLC | 2,100 | $76.2K | 0.01% | −200−8.7% | Reduced |
| Quent Capital, LLC | 2,036 | $74.0K | 0.01% | −283−12.2% | Reduced |
| Estabrook Capital Management | 1,888 | $68.5K | 0.01% | −6−0.3% | Reduced |
| Vista Private Wealth Partners. LLC | 1,741 | $63.2K | 0.02% | +29+1.7% | Added |
| Farther Finance Advisors, LLC | 1,731 | $62.9K | 0.00% | +68+4.1% | Added |
| Bryn Mawr Trust Co | 1,699 | $61.7K | 0.00% | +1,699 | New |
| Walleye Trading LLC | 1,642 | $59.6K | 0.00% | −23,136−93.4% | Reduced |
| 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 |
| Whittier Trust Co | 1,508 | $54.7K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 1,500 | $54.4K | 0.01% | +1,100+275.0% | Added |
| Central Trust Co | 1,429 | $51.9K | 0.00% | +23+1.6% | Added |
| JFS Wealth Advisors, LLC | 1,394 | $50.6K | 0.00% | +8+0.6% | Added |
| Trust Co of Vermont | 1,377 | $50.0K | 0.00% | +645+88.1% | Added |
| Global Retirement Partners, LLC | 1,366 | $49.6K | 0.00% | −104−7.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,225 | $44.5K | 0.00% | +499+68.7% | Added |
| Principal Securities, Inc. | 1,219 | $44.2K | 0.00% | −12−1.0% | Reduced |
| Acuitas Investments, LLC | 1,200 | $43.5K | 0.02% | +300+33.3% | Added |
| Resona Asset Management Co.,Ltd. | 1,182 | $43.4K | 0.00% | +206+21.1% | Added |
| GeoWealth Management, LLC | 1,131 | $41.0K | 0.00% | +1,131 | New |
| Hilltop National Bank | 1,126 | $40.9K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,093 | $39.7K | 0.00% | −615−36.0% | Reduced |
| Olistico Wealth, LLC | 1,081 | $39.3K | 0.02% | +3+0.3% | Added |
| Harbour Investments, Inc. | 1,070 | $38.8K | 0.00% | +399+59.5% | 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 |
| Bruce G. Allen Investments, LLC | 993 | $36.0K | 0.03% | +40+4.2% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 984 | $36.0K | 0.00% | −132−11.8% | Reduced |