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 |
|---|---|---|---|---|---|
| Sentry Investment Management LLC | 1,003 | $36.0K | 0.02% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 984 | $35.7K | 0.00% | +984 | New |
| Spire Wealth Management | 961 | $34.9K | 0.00% | −4−0.4% | Reduced |
| State of Wyoming | 935 | $33.9K | 0.00% | +935 | New |
| Sound Income Strategies, LLC | 904 | $32.8K | 0.00% | +3+0.3% | Added |
| Skopos Labs, Inc. | 879 | $31.9K | 0.01% | +879 | New |
| Quarry LP | 867 | $31.5K | 0.01% | −2,121−71.0% | Reduced |
| Parkside Financial Bank & Trust | 837 | $30.4K | 0.00% | −647−43.6% | Reduced |
| NBC Securities, Inc. | 834 | $30.0K | 0.00% | −4−0.5% | Reduced |
| Mather Group, LLC. | 824 | $29.9K | 0.00% | −61−6.9% | Reduced |
| Umb Bank N A | 796 | $28.9K | 0.00% | −25−3.0% | Reduced |
| Deseret Mutual Benefit Administrators | 762 | $27.7K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 728 | $26.4K | 0.00% | −4,801−86.8% | Reduced |
| Optimum Investment Advisors | 698 | $25.3K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 693 | $25.1K | 0.00% | −302−30.4% | Reduced |
| Oarsman Capital, Inc. | 692 | $25.1K | 0.00% | +692 | New |
| Matrix Trust Co | 693 | $25.0K | 0.00% | +693 | New |
| Cromwell Holdings LLC | 682 | $24.8K | 0.02% | +176+34.8% | Added |
| Venturi Wealth Management, LLC | 672 | $24.4K | 0.00% | +390+138.3% | Added |
| Altshuler Shaham Ltd | 668 | $24.2K | 0.00% | −130−16.3% | Reduced |
| Westside Investment Management, Inc. | 640 | $23.2K | 0.00% | 00.0% | Unchanged |
| 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 |
| Riverview Trust Co | 565 | $20.5K | 0.02% | −310−35.4% | Reduced |
| Clearstead Advisors, LLC | 504 | $18.3K | 0.00% | +10+2.0% | Added |
| Asset Dedication, LLC | 499 | $18.1K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 486 | $17.6K | 0.00% | +153+45.9% | Added |
| Wolff Wiese Magana LLC | 474 | $17.2K | 0.01% | +474 | New |
| Assetmark, Inc | 468 | $17.0K | 0.00% | −1−0.2% | Reduced |
| Hillsdale Investment Management Inc. | 450 | $16.3K | 0.00% | +450 | New |
| Sunbelt Securities, Inc. | 430 | $15.6K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 430 | $15.6K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 429 | $15.6K | 0.00% | −34−7.3% | Reduced |
| Zions Bancorporation, N.A. | 412 | $15.0K | 0.00% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 408 | $14.8K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 393 | $14.3K | 0.00% | −109−21.7% | Reduced |
| EverSource Wealth Advisors, LLC | 380 | $13.8K | 0.00% | −9−2.3% | Reduced |
| Harbor Investment Advisory, LLC | 366 | $13.3K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 346 | $12.6K | 0.00% | +346 | New |
| Dunhill Financial, LLC | 314 | $11.4K | 0.01% | +23+7.9% | Added |
| Allworth Financial LP | 313 | $11.4K | 0.00% | −4−1.3% | Reduced |
| Mechanics Financial Corp | 310 | $11.3K | 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 |
| MCF Advisors LLC | 281 | $10.2K | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 255 | $9.25K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 240 | $8.73K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 239 | $8.67K | 0.00% | +10+4.4% | Added |
| Coppell Advisory Solutions LLC | 225 | $8.27K | 0.00% | 00.0% | Unchanged |
| Peterson Financial Group, Inc. | 226 | $8.19K | 0.03% | +226 | New |
| First Personal Financial Services | 225 | $8.17K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 221 | $8.02K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 210 | $7.62K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 204 | $7.40K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 200 | $7.26K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 200 | $7.00K | 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 |
| IAG Wealth Partners, LLC | 160 | $5.81K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 159 | $5.77K | 0.00% | +159 | New |
| Versant Capital Management, Inc | 158 | $5.73K | 0.00% | −25−13.7% | Reduced |
| Talon Private Wealth, LLC | 157 | $5.70K | 0.00% | +157 | New |
| Raleigh Capital Management Inc. | 154 | $5.59K | 0.00% | −66−30.0% | Reduced |
| SRS Capital Advisors, Inc. | 152 | $5.52K | 0.00% | +31+25.6% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 152 | $5.52K | 0.00% | +152 | New |
| Farmers & Merchants Investments Inc | 145 | $5.26K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 141 | $5.13K | 0.00% | +141 | New |
| Sachetta, LLC | 132 | $4.79K | 0.00% | +27+25.7% | Added |
| Washington Trust Co | 124 | $4.52K | 0.00% | +6+5.1% | Added |
| Bell Investment Advisors, Inc | 124 | $4.50K | 0.00% | −88−41.5% | Reduced |
| Hantz Financial Services, Inc. | 119 | $4.00K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 109 | $3.96K | 0.00% | +109 | New |
| Brown Brothers Harriman & Co | 106 | $3.85K | 0.00% | +6+6.0% | Added |
| Chilton Capital Management LLC | 93 | $3.38K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 92 | $3.33K | 0.00% | +87+1,740.0% | Added |
| Fortitude Family Office, LLC | 88 | $3.19K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 96 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 82 | $2.98K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 80 | $2.92K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 76 | $2.76K | 0.00% | −67−46.9% | Reduced |
| Semmax Financial Advisors Inc. | 74 | $2.61K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 65 | $2.36K | 0.00% | +1+1.6% | Added |
| Grove Bank & Trust | 59 | $2.14K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 60 | $2.07K | 0.00% | −887−93.7% | Reduced |
| Bokf, NA | 59 | $2.06K | 0.00% | −113−65.7% | Reduced |
| PrairieView Partners, LLC | 64 | $2.00K | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 50 | $1.81K | 0.00% | +50 | New |
| Key Financial Inc | 50 | $1.81K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 47 | $1.71K | 0.00% | −62−56.9% | Reduced |
| AdvisorNet Financial, Inc | 41 | $1.50K | 0.00% | −551−93.1% | Reduced |
| DiNuzzo Private Wealth, Inc. | 39 | $1.42K | 0.00% | −1−2.5% | Reduced |
| Glen Eagle Advisors, LLC | 34 | $1.22K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 31 | $1.13K | 0.00% | −14−31.1% | Reduced |
| Capital Advisors, Ltd. LLC | 41 | $1.00K | 0.00% | +20+95.2% | Added |
| Raffa Wealth Management, LLC | 23 | $835 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 22 | $799 | 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 |
| Pineridge Advisors LLC | 19 | $690 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 16 | $580 | 0.00% | 00.0% | Unchanged |