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, Q4 2024
Institutional positions in Borgwarner Inc as of Dec 31, 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
- 631
- +31 vs. Q3 2024
- Shares held
- 219.6M
- +4.82M (+2.2%) vs. Q3 2024
- Total value
- $6.98B
- −$809.5M (−10.4%) vs. Q3 2024
- New holders
- 104
- 219 more added
- Sold out
- 73
- 238 more reduced
10 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Borgwarner Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Westside Investment Management, Inc. | 640 | $20.3K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 644 | $20.5K | 0.00% | +331+105.8% | Added |
| Global Retirement Partners, LLC | 653 | $20.8K | 0.00% | −713−52.2% | Reduced |
| Optimum Investment Advisors | 698 | $22.2K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 728 | $23.1K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 745 | $23.7K | 0.00% | +77+11.5% | Added |
| Skopos Labs, Inc. | 748 | $23.8K | 0.01% | −131−14.9% | Reduced |
| Harbour Investments, Inc. | 769 | $24.4K | 0.00% | −301−28.1% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 772 | $25.0K | 0.00% | −212−21.5% | Reduced |
| Meeder Asset Management Inc | 849 | $27.0K | 0.00% | −1,667−66.3% | Reduced |
| Sentry Investment Management LLC | 863 | $27.0K | 0.01% | −140−14.0% | Reduced |
| Umb Bank N A | 891 | $28.3K | 0.00% | +95+11.9% | Added |
| Sound Income Strategies, LLC | 907 | $28.8K | 0.00% | +3+0.3% | Added |
| Oarsman Capital, Inc. | 911 | $29.0K | 0.01% | +219+31.6% | Added |
| Deseret Mutual Benefit Administrators | 959 | $30.5K | 0.01% | +197+25.9% | Added |
| LRI Investments, LLC | 969 | $30.8K | 0.00% | +909+1,515.0% | Added |
| Parkside Financial Bank & Trust | 980 | $31.2K | 0.00% | +143+17.1% | Added |
| Bruce G. Allen Investments, LLC | 999 | $31.8K | 0.03% | +6+0.6% | Added |
| Mather Group, LLC. | 1,040 | $33.1K | 0.00% | +216+26.2% | Added |
| True Wealth Design, LLC | 1,051 | $33.4K | 0.01% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 1,085 | $34.5K | 0.02% | +4+0.4% | Added |
| Steward Partners Investment Advisory, LLC | 1,091 | $34.7K | 0.00% | −134−10.9% | Reduced |
| GeoWealth Management, LLC | 1,118 | $35.5K | 0.00% | −13−1.1% | Reduced |
| Hilltop National Bank | 1,126 | $35.8K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,218 | $39.0K | 0.00% | −2,497−67.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,302 | $41.4K | 0.00% | −1,000−43.4% | Reduced |
| Quent Capital, LLC | 1,320 | $42.0K | 0.00% | −716−35.2% | Reduced |
| Central Trust Co | 1,406 | $44.7K | 0.00% | −23−1.6% | Reduced |
| JFS Wealth Advisors, LLC | 1,412 | $44.9K | 0.00% | +18+1.3% | Added |
| Resona Asset Management Co.,Ltd. | 1,404 | $45.2K | 0.00% | +222+18.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,435 | $45.6K | 0.00% | +342+31.3% | Added |
| Quadrant Capital Group LLC | 1,441 | $45.8K | 0.00% | −891−38.2% | Reduced |
| Acuitas Investments, LLC | 1,500 | $47.7K | 0.04% | +300+25.0% | Added |
| Kapitalo Investimentos Ltda | 1,505 | $47.8K | 0.03% | +1,505 | New |
| Whittier Trust Co | 1,508 | $47.9K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,550 | $49.3K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,558 | $49.5K | 0.00% | −173−10.0% | Reduced |
| WPG Advisers, LLC | 1,597 | $50.8K | 0.05% | +1,597 | New |
| Smartleaf Asset Management LLC | 1,681 | $53.2K | 0.01% | −1,677−49.9% | Reduced |
| Bryn Mawr Trust Co | 1,699 | $54.0K | 0.00% | 00.0% | Unchanged |
| Vista Private Wealth Partners. LLC | 1,700 | $54.1K | 0.02% | −41−2.4% | Reduced |
| Quarry LP | 1,826 | $58.0K | 0.01% | +959+110.6% | Added |
| Generali Asset Management SPA SGR | 1,863 | $59.2K | 0.00% | +1,863 | New |
| Principal Securities, Inc. | 1,939 | $61.6K | 0.00% | +720+59.1% | Added |
| Anchor Investment Management, LLC | 2,100 | $66.8K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,131 | $67.7K | 0.00% | −354−14.2% | Reduced |
| CIBC Private Wealth Group, LLC | 2,222 | $70.1K | 0.00% | −385−14.8% | Reduced |
| Global Trust Asset Management, LLC | 2,256 | $71.7K | 0.03% | −800−26.2% | Reduced |
| TD Private Client Wealth LLC | 2,377 | $75.6K | 0.00% | +1,326+126.2% | Added |
| Parallel Advisors, LLC | 2,727 | $86.7K | 0.00% | +352+14.8% | Added |
| Platinum Investment Management Ltd | 2,750 | $87.4K | 0.01% | +2,750 | New |
| Ci Investments Inc. | 2,779 | $88.0K | 0.00% | −1,899−40.6% | Reduced |
| Strengthening Families & Communities, LLC | 2,880 | $92.0K | 0.05% | −51,688−94.7% | Reduced |
| Covestor Ltd | 2,903 | $93.0K | 0.06% | −50−1.7% | Reduced |
| Huntington National Bank | 2,954 | $93.9K | 0.00% | +169+6.1% | Added |
| Proequities, Inc. | 3,053 | $97.1K | 0.01% | −190−5.9% | Reduced |
| Horizon Investments, LLC | 3,115 | $99.0K | 0.00% | +25+0.8% | Added |
| Studio Investment Management LLC | 3,132 | $99.6K | 0.02% | +319+11.3% | Added |
| MUFG Securities Americas Inc. | 3,229 | $102.7K | 0.01% | +3,229 | New |
| Truvestments Capital LLC | 3,268 | $103.9K | 0.03% | −129−3.8% | Reduced |
| Rothschild Investment LLC | 3,675 | $116.8K | 0.01% | −1,820−33.1% | Reduced |
| Signaturefd, LLC | 3,989 | $126.8K | 0.00% | +972+32.2% | Added |
| First Horizon Advisors, Inc. | 4,419 | $140.5K | 0.00% | +79+1.8% | Added |
| Bayforest Capital Ltd | 4,497 | $143.0K | 0.18% | +4,497 | New |
| Massmutual Trust Co FSB | 4,758 | $151.3K | 0.00% | −2,578−35.1% | Reduced |
| Raiffeisen Bank International AG | 4,988 | $157.8K | 0.00% | +4,988 | New |
| GAMMA Investing LLC | 5,162 | $164.1K | 0.01% | +281+5.8% | Added |
| Venturi Wealth Management, LLC | 5,215 | $165.8K | 0.01% | +4,543+676.0% | Added |
| SG Americas Securities, LLC | 5,239 | $167.0K | 0.00% | −25,191−82.8% | Reduced |
| Asset Management One Co.,Ltd. | 5,211 | $167.7K | 0.00% | +863+19.8% | Added |
| Twin Tree Management, LP | 5,633 | $179.1K | 0.00% | −34,617−86.0% | Reduced |
| Picton Mahoney Asset Management | 5,716 | $183.0K | 0.01% | +5,089+811.6% | Added |
| Neo Ivy Capital Management | 5,928 | $188.0K | 0.04% | +5,928 | New |
| Matrix Trust Co | 6,055 | $192.0K | 0.03% | +5,362+773.7% | Added |
| Principle Wealth Partners LLC | 6,300 | $200.3K | 0.01% | +6,300 | New |
| Westhampton Capital, LLC | 6,400 | $203.5K | 0.10% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 6,404 | $203.6K | 0.10% | +490+8.3% | Added |
| denkapparat Operations GmbH | 6,456 | $205.2K | 0.30% | +6,456 | New |
| Fiduciary Trust Co | 6,490 | $206.3K | 0.00% | +6,490 | New |
| 180 Wealth Advisors, LLC | 6,493 | $206.4K | 0.03% | −1,666−20.4% | Reduced |
| 111 Capital | 6,494 | $206.4K | 0.04% | +6,494 | New |
| Vise Technologies, Inc. | 6,523 | $207.4K | 0.02% | +6,523 | New |
| GTS Securities LLC | 6,539 | $207.9K | 0.01% | −4,920−42.9% | Reduced |
| MainStreet Investment Advisors LLC | 6,746 | $214.5K | 0.03% | −635−8.6% | Reduced |
| Spire Wealth Management | 6,838 | $217.4K | 0.01% | +5,877+611.6% | Added |
| IFG Advisory, LLC | 6,916 | $219.9K | 0.01% | +6,916 | New |
| Highland Capital Management, LLC | 6,927 | $220.2K | 0.01% | +6,927 | New |
| Northwestern Mutual Investment Management Company, LLC | 6,944 | $220.8K | 0.00% | −274−3.8% | Reduced |
| Pine Valley Investments Ltd Liability Co | 7,000 | $222.5K | 0.01% | −100−1.4% | Reduced |
| First Community Trust NA | 7,079 | $225.0K | 0.16% | +770+12.2% | Added |
| Clarus Wealth Advisors | 7,236 | $228.6K | 0.11% | −178−2.4% | Reduced |
| Nomura Holdings Inc | 7,201 | $228.9K | 0.00% | +7,201 | New |
| Acadian Asset Management LLC | 7,256 | $230.0K | 0.00% | −15,805−68.5% | Reduced |
| Nomura Asset Management Co Ltd | 7,338 | $233.3K | 0.00% | +554+8.2% | Added |
| PEAK6 LLC | 7,410 | $235.6K | 0.01% | +7,410 | New |
| Diametric Capital, LP | 7,411 | $235.6K | 0.16% | +7,411 | New |
| Beverly Hills Private Wealth, LLC | 7,431 | $236.2K | 0.05% | −473−6.0% | Reduced |
| Innealta Capital, LLC | 7,461 | $237.2K | 0.12% | 00.0% | Unchanged |
| Quantessence Capital LLC | 7,539 | $239.7K | 0.10% | +7,539 | New |
| Trajan Wealth LLC | 7,625 | $242.4K | 0.01% | +801+11.7% | Added |