Institutional Ownership Borgwarner Inc (BWA)
This table provides information about the institutional ownership of Borgwarner Inc (BWA). We have compiled data on the 651 institutions that hold shares in the stock, with a total of 210 Million shares, which have been reported (via 13F filing form) to have a value of $6.91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
698
shares
|
$22,266
0.01% of portfolio
|
Q1 2024
Reduced 27.22%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
693
shares
|
$22,106
0.0% of portfolio
|
Q3 2024
Reduced 30.35%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
692
shares
|
$22,074
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2024 Q3 2024 |
682
shares
|
$21,755
0.02% of portfolio
|
Q3 2024
Added 34.78%
|
|
|
Altshuler Shaham LTD
|
Nov 14, 2024 Q3 2024 |
668
shares
|
$21,309
0.0% of portfolio
|
Q3 2024
Reduced 16.29%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
653
shares
|
$20,830
0.0% of portfolio
|
Q4 2024
Reduced 52.2%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
644
shares
|
$20,543
0.0% of portfolio
|
Q4 2024
Added 105.75%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
640
shares
|
$20,416
0.0% of portfolio
|
Q2 2022
Reduced 23.81%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
582
shares
|
$18,565
0.0% of portfolio
|
Q4 2024
Added 19.75%
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
565
shares
|
$18,023
0.02% of portfolio
|
Q3 2024
Reduced 35.43%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
554
shares
|
$17,672
0.01% of portfolio
|
Q3 2023
Added 91.7%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
549
shares
|
$17,513
0.0% of portfolio
|
Q2 2023
Added 149.55%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
504
shares
|
$16,077
0.0% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
499
shares
|
$15,918
0.0% of portfolio
|
Q3 2023
Reduced 1.19%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
474
shares
|
$15,120
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
468
shares
|
$14,929
0.0% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
466
shares
|
$14,865
0.01% of portfolio
|
Q1 2022
Reduced 16.34%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
450
shares
|
$14,355
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
430
shares
|
$13,717
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
430
shares
|
$13,717
0.0% of portfolio
|
Q1 2024
Added 1333.33%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
429
shares
|
$13,685
0.0% of portfolio
|
Q3 2024
Reduced 7.34%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
412
shares
|
$13,142
0.0% of portfolio
|
Q2 2024
Added 0.49%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
393
shares
|
$12,536
0.0% of portfolio
|
Q3 2024
Reduced 21.71%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Jan 28, 2025 Q4 2024 |
392
shares
|
$12,504
0.0% of portfolio
|
Q4 2024
Added 30.67%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
380
shares
|
$12,122
0.0% of portfolio
|
Q3 2024
Reduced 2.31%
|