Institutional Ownership Borgwarner Inc (BWA)
This table provides information about the institutional ownership of Borgwarner Inc (BWA). We have compiled data on the 724 institutions that hold shares in the stock, with a total of 193 Million shares, which have been reported (via 13F filing form) to have a value of $8.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
14,575
shares
|
$652,960
0.0% of portfolio
|
Q3 2025
Added 55.02%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
14,300
shares
|
$640,640
0.02% of portfolio
|
Q3 2025
Added 4.23%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2025 Q3 2025 |
14,298
shares
|
$640,550
0.0% of portfolio
|
Q3 2025
Reduced 79.63%
|
|
|
Css LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
14,270
shares
|
$639,296
0.07% of portfolio
|
Q3 2025
Reduced 51.22%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
13,991
shares
|
$626,796
0.0% of portfolio
|
Q3 2025
Reduced 10.79%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 13, 2025 Q3 2025 |
13,838
shares
|
$619,942
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Xponance, Inc.
|
Nov 10, 2025 Q3 2025 |
13,731
shares
|
$615,148
0.0% of portfolio
|
Q3 2025
Reduced 51.89%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
13,709
shares
|
$614,163
0.02% of portfolio
|
Q3 2025
Added 4.12%
|
|
|
Ccm Investment Group, LLC
Northfield, MN |
May 12, 2025 Q1 2025 |
13,544
shares
|
$606,771
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
13,374
shares
|
$599,155
0.0% of portfolio
|
Q2 2023
Reduced 47.26%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
13,362
shares
|
$598,617
0.0% of portfolio
|
Q3 2025
Added 17.81%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
13,043
shares
|
$584,326
0.0% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
13,027
shares
|
$583,609
0.02% of portfolio
|
Q3 2023
Reduced 5.25%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
12,960
shares
|
$580,608
0.0% of portfolio
|
Q3 2024
Reduced 31.18%
|
|
|
Jackson Thornton Asset Management, LLC
|
Oct 29, 2025 Q3 2025 |
12,901
shares
|
$577,964
0.06% of portfolio
|
Q3 2025
Added 92.75%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
12,829
shares
|
$574,739
0.01% of portfolio
|
Q3 2022
Reduced 1.22%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 04, 2025 Q3 2025 |
12,806
shares
|
$573,708
0.11% of portfolio
|
Q3 2025
Reduced 12.18%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
12,798
shares
|
$573,350
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Baker Ellis Asset Management LLC
|
Oct 23, 2025 Q3 2025 |
12,790
shares
|
$572,992
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Nov 13, 2025 Q3 2025 |
12,638
shares
|
$566,182
0.44% of portfolio
|
Q3 2025
Reduced 47.46%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Oct 23, 2025 Q3 2025 |
12,586
shares
|
$563,852
0.02% of portfolio
|
Q3 2025
Reduced 26.41%
|
|
|
Chesley Taft & Associates LLC
|
Jan 14, 2026 Q4 2025 |
12,492
shares
|
$559,641
0.02% of portfolio
|
Q4 2025
Added 21.0%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
12,466
shares
|
$558,476
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
12,389
shares
|
$555,027
0.0% of portfolio
|
Q3 2025
Added 63.4%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
12,384
shares
|
$554,803
0.0% of portfolio
|
Q3 2025
New holding
|
|