BWA · Company research
BorgWarner Inc. (BWA): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableConsumer Discretionary
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Family Manage LLC | 1539947 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21061 | 1398450 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| TWO SIGMA SECURITIES, LLC | 1450144 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4506 | 299198 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| TWO SIGMA INVESTMENTS, LP | 1179392 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 41437 | 2751417 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Parallel Advisors, LLC | 1690010 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8142 | 540680 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| RIVERSEDGE ADVISORS, LLC | 1787663 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4443 | 295015 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Clean Yield Group | 1525865 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 72057 | 4784585 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Prudent Man Advisors, LLC | 1817174 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13573 | 901247 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Bayforest Capital Ltd | 2048423 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3797 | 252121 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| VOYA INVESTMENT MANAGEMENT LLC | 1068837 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 122763 | 8151463 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| AlphaGrep UK Ltd | 2148988 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7418 | 492555 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| KBC Group NV | 1411133 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 112848 | 7493 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| CITIZENS FINANCIAL GROUP INC/RI | 759944 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 38315 | 2544113 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Swedbank AB | 946431 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2923101 | 194093907 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| UniSuper Management Pty Ltd | 1989400 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 210714 | 13991410 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Westhampton Capital, LLC | 1639997 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6400 | 424960 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| ExodusPoint Capital Management, LP | 1736225 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 185778 | 12335659 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SHELTON CAPITAL MANAGEMENT | 1002784 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6765 | 449196 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| RITHOLTZ WEALTH MANAGEMENT | 1698218 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 84797 | 5630506 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Williams Jones Wealth Management, LLC. | 1788587 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8032 | 533325 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Atom Investors LP | 1738902 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12171 | 808154 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Y-Intercept (Hong Kong) Ltd | 1772875 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26855 | 1783172 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| MAI Capital Management | 1040197 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12743 | 846136 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Parkside Investments, LLC | 1706248 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 118820 | 7889668 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8365 | 555450 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| TRANSCEND CAPITAL ADVISORS, LLC | 1776082 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8237 | 546937 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| SYM FINANCIAL Corp | 764739 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3381 | 224498 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| SCOPUS ASSET MANAGEMENT, L.P. | 1317583 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100000 | 6640000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Olistico Wealth, LLC | 1962695 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1108 | 73550 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Advisors Asset Management, Inc. | 1297376 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19199 | 1274814 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Venture Visionary Partners LLC | 1792283 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3733 | 247905 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| PRINCIPAL SECURITIES, INC. | 12600 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14335 | 951831 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| HANTZ FINANCIAL SERVICES, INC. | 1071061 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10584 | 703 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CHILTON CAPITAL MANAGEMENT LLC | 1056859 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 890 | 59096 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 1015308 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 177322 | 11774181 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| FIRST COMMUNITY TRUST NA | 1130344 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8163 | 542023 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Vanguard Investments Australia, Ltd. | 1550100 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 54060 | 3589584 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Journey Advisory Group, LLC | 1840085 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6752 | 448333 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Cullen Capital Management, LLC | 1362535 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 74351 | 4936906 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Revolve Wealth Partners, LLC | 1808992 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14400 | 956160 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Inspire Investing, LLC | 1670139 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 48445 | 3216748 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| WINCAP FINANCIAL LLC | 2064588 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15812 | 1049923 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| State of New Jersey Common Pension Fund D | 1483066 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 66726 | 4430606 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Vanguard Global Advisers, LLC | 1811242 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 126468 | 8397475 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Marquette Asset Management, LLC | 1395067 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16 | 1063 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Compound Planning, Inc. | 1978879 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8025 | 532889 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Grove Bank & Trust | 1662212 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1013 | 67263 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Pine Valley Investments Ltd Liability Co | 1975417 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6475 | 429940 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Covestor Ltd | 1909846 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 324 | 22 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Chesley Taft & Associates LLC | 1164632 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14100 | 936240 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| TRUST CO OF VERMONT | 1134008 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 116 | 7702 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| OSAIC HOLDINGS, INC. | 1677044 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 963 | 63943 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| McMillan Office, Inc. | 2109205 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18000 | 1195200 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Assenagon Asset Management S.A. | 1546007 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 45887 | 3046897 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Frec Markets, Inc. | 2111359 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20667 | 1372289 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| PensionDanmark Pensionsforsikringsaktieselskab | 1897090 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 60620 | 4025168 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| NORTHERN TRUST CORP | 73124 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1358 | 90171 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| FIL Ltd | 318989 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5176 | 343686 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Quest 10 Wealth Builders, Inc. | 2035215 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 179 | 11886 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| 180 WEALTH ADVISORS, LLC | 1730817 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3726 | 247428 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Private Wealth Asset Management, LLC | 1883006 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 604 | 40106 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| SIGNATUREFD, LLC | 1456048 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4890 | 324700 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Verition Fund Management LLC | 1454027 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18000 | 1195200 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 922127 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 76143 | 5055895 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| POWER WEALTH MANAGEMENT LLC | 2001039 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31571 | 2096331 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Hill City Capital, LP | 1837343 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 802170 | 53264088 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Global Trust Asset Management, LLC | 1729672 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1791 | 118922 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| GAMMA Investing LLC | 2010235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9413 | 625023 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Smartleaf Asset Management LLC | 2010393 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 293 | 19310 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| ATLAS CAPITAL ADVISORS INC. | 1434165 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17406 | 944449 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Kopion Asset Management, LLC | 1728689 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 69428 | 4610019 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Longaeva Partners L.P. | 2054122 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43256 | 2872198 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CITIGROUP INC | 831001 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 158733 | 10539871 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| AMALGAMATED BANK | 919192 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 91775 | 6094 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| MACKENZIE FINANCIAL CORP | 919859 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 439159 | 29160158 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CAPSTONE INVESTMENT ADVISORS, LLC | 1426196 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3226 | 214206 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 314969 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 204139 | 13555 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1644956 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3784707 | 251304551 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Belvedere Trading LLC | 1632341 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5500 | 365200 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| PROFUND ADVISORS LLC | 1129919 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3827 | 254113 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Callan Family Office, LLC | 1938970 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20370 | 1352566 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.