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 |
|---|---|---|---|---|---|
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,435 | $45.6K | 0.00% | +342+31.3% | Added |
| Resona Asset Management Co.,Ltd. | 1,404 | $45.2K | 0.00% | +222+18.8% | Added |
| JFS Wealth Advisors, LLC | 1,412 | $44.9K | 0.00% | +18+1.3% | Added |
| Central Trust Co | 1,406 | $44.7K | 0.00% | −23−1.6% | Reduced |
| Quent Capital, LLC | 1,320 | $42.0K | 0.00% | −716−35.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,302 | $41.4K | 0.00% | −1,000−43.4% | Reduced |
| Capital Analysts, LLC | 1,218 | $39.0K | 0.00% | −2,497−67.2% | Reduced |
| Hilltop National Bank | 1,126 | $35.8K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 1,118 | $35.5K | 0.00% | −13−1.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,091 | $34.7K | 0.00% | −134−10.9% | Reduced |
| Olistico Wealth, LLC | 1,085 | $34.5K | 0.02% | +4+0.4% | Added |
| True Wealth Design, LLC | 1,051 | $33.4K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,040 | $33.1K | 0.00% | +216+26.2% | Added |
| Bruce G. Allen Investments, LLC | 999 | $31.8K | 0.03% | +6+0.6% | Added |
| Parkside Financial Bank & Trust | 980 | $31.2K | 0.00% | +143+17.1% | Added |
| LRI Investments, LLC | 969 | $30.8K | 0.00% | +909+1,515.0% | Added |
| Deseret Mutual Benefit Administrators | 959 | $30.5K | 0.01% | +197+25.9% | Added |
| Oarsman Capital, Inc. | 911 | $29.0K | 0.01% | +219+31.6% | Added |
| Sound Income Strategies, LLC | 907 | $28.8K | 0.00% | +3+0.3% | Added |
| Umb Bank N A | 891 | $28.3K | 0.00% | +95+11.9% | Added |
| Sentry Investment Management LLC | 863 | $27.0K | 0.01% | −140−14.0% | Reduced |
| Meeder Asset Management Inc | 849 | $27.0K | 0.00% | −1,667−66.3% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 772 | $25.0K | 0.00% | −212−21.5% | Reduced |
| Harbour Investments, Inc. | 769 | $24.4K | 0.00% | −301−28.1% | Reduced |
| Skopos Labs, Inc. | 748 | $23.8K | 0.01% | −131−14.9% | Reduced |
| Altshuler Shaham Ltd | 745 | $23.7K | 0.00% | +77+11.5% | Added |
| Oakworth Capital, Inc. | 728 | $23.1K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 698 | $22.2K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 653 | $20.8K | 0.00% | −713−52.2% | Reduced |
| Allworth Financial LP | 644 | $20.5K | 0.00% | +331+105.8% | Added |
| Westside Investment Management, Inc. | 640 | $20.3K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 618 | $19.6K | 0.00% | +238+62.6% | Added |
| Greenline Partners, LLC | 600 | $19.1K | 0.00% | +600 | New |
| Geneos Wealth Management Inc. | 582 | $18.5K | 0.00% | +96+19.8% | Added |
| Riverview Trust Co | 565 | $18.0K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 540 | $17.2K | 0.00% | +72+15.4% | Added |
| Penserra Capital Management LLC | 553 | $17.0K | 0.00% | −6,814−92.5% | Reduced |
| Clearstead Advisors, LLC | 513 | $16.3K | 0.00% | +9+1.8% | Added |
| Asset Dedication, LLC | 499 | $15.9K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 474 | $15.1K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 440 | $14.0K | 0.00% | +28+6.8% | Added |
| Princeton Global Asset Management LLC | 430 | $13.7K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 430 | $13.6K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 415 | $13.2K | 0.00% | +256+161.0% | Added |
| Lindbrook Capital, LLC | 407 | $12.9K | 0.00% | −286−41.3% | Reduced |
| HM Payson & Co | 404 | $12.8K | 0.00% | −25−5.8% | Reduced |
| Global X Japan Co., Ltd. | 392 | $12.5K | 0.00% | +92+30.7% | Added |
| SBI Securities Co., Ltd. | 389 | $12.4K | 0.00% | +389 | New |
| Cromwell Holdings LLC | 348 | $11.1K | 0.01% | −334−49.0% | Reduced |
| Versant Capital Management, Inc | 330 | $10.5K | 0.00% | +172+108.9% | Added |
| Estabrook Capital Management | 316 | $10.0K | 0.00% | −1,572−83.3% | Reduced |
| Mechanics Financial Corp | 310 | $9.86K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 300 | $9.54K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 281 | $8.93K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 264 | $8.39K | 0.00% | +264 | New |
| Eagle Bay Advisors LLC | 259 | $8.23K | 0.01% | +55+27.0% | Added |
| Peregrine Capital Management LLC | 255 | $8.11K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 283 | $8.00K | 0.00% | +93+48.9% | Added |
| Sierra Ocean, LLC | 251 | $7.99K | 0.01% | +251 | New |
| TCTC Holdings, LLC | 251 | $7.98K | 0.00% | +251 | New |
| Private Wealth Management Group, LLC | 238 | $7.57K | 0.00% | −1−0.4% | Reduced |
| Golden State Wealth Management, LLC | 230 | $7.31K | 0.00% | +230 | New |
| MV Capital Management, Inc. | 228 | $7.25K | 0.00% | −165−42.0% | Reduced |
| Coppell Advisory Solutions LLC | 225 | $7.12K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 221 | $7.03K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 200 | $6.36K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ossiam | 178 | $5.66K | 0.00% | +178 | New |
| Bell Investment Advisors, Inc | 170 | $5.41K | 0.00% | +46+37.1% | Added |
| Financially Speaking Inc | 164 | $5.21K | 0.00% | +164 | New |
| IAG Wealth Partners, LLC | 160 | $5.09K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 161 | $5.00K | 0.00% | −10−5.8% | Reduced |
| Bokf, NA | 150 | $4.66K | 0.00% | +91+154.2% | Added |
| Farmers & Merchants Investments Inc | 145 | $4.61K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 139 | $4.41K | 0.00% | +47+51.1% | Added |
| Rakuten Securities, Inc. | 135 | $4.29K | 0.00% | +135 | New |
| Hantz Financial Services, Inc. | 119 | $4.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 120 | $3.81K | 0.00% | −4−3.2% | Reduced |
| MRP Capital Investments, LLC | 20 | $3.54K | 0.00% | −30−60.0% | Reduced |
| CoreCap Advisors, LLC | 105 | $3.34K | 0.00% | −4−3.7% | Reduced |
| High Note Wealth, LLC | 104 | $3.31K | 0.00% | +104 | New |
| Van Hulzen Asset Management, LLC | 100 | $3.18K | 0.00% | +100 | New |
| TSFG, LLC | 96 | $3.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 88 | $2.80K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 82 | $2.61K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 80 | $2.56K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 76 | $2.42K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 70 | $2.23K | 0.00% | +70 | New |
| Semmax Financial Advisors Inc. | 74 | $2.19K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 66 | $2.10K | 0.00% | −300−82.0% | Reduced |
| PrairieView Partners, LLC | 64 | $2.00K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 63 | $2.00K | 0.00% | −251−79.9% | Reduced |
| Sachetta, LLC | 61 | $1.94K | 0.00% | −71−53.8% | Reduced |
| Grove Bank & Trust | 59 | $1.88K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 52 | $1.65K | 0.00% | −54−50.9% | Reduced |
| Key Financial Inc | 50 | $1.59K | 0.00% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 50 | $1.59K | 0.00% | +50 | New |
| Raleigh Capital Management Inc. | 49 | $1.56K | 0.00% | −105−68.2% | Reduced |
| Proffitt & Goodson Inc | 47 | $1.50K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 47 | $1.49K | 0.00% | +47 | New |