# BORGWARNER INC (BWA)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/BWA/

- Reporting holders: 23
- Reported value: $16.0M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Arbor Wealth Advisors LLC](https://holderbook.com/funds/2009890-arbor-wealth-advisors-llc/) | $6.5M | 108,718 | 4.1% | 12 |
| [Kopion Asset Management, LLC](https://holderbook.com/funds/1728689-kopion-asset-management-llc/) | $4.0M | 67,249 | 2.6% | 28 |
| [FIRST COMMUNITY TRUST NA](https://holderbook.com/funds/1130344-first-community-trust-na/) | $708.7K | 11,790 | 0.2% | 20 |
| [Artemis Investment Management LLP](https://holderbook.com/funds/1535385-artemis-investment-management-llp/) | $702.0K | 11,678 | 0.0% | 4 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $618.5K | 10,290 | 0.0% | 16 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $594.1K | 9,884 | 0.0% | 12 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $480.9K | 8,000 | 0.1% | 11 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $382.8K | 6,364 | 0.0% | 5 |
| [RIVERSEDGE ADVISORS, LLC](https://holderbook.com/funds/1787663-riversedge-advisors-llc/) | $293.7K | 4,886 | 0.0% | 4 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $275.6K | 4,585 | 0.0% | 3 |
| [Everhart Financial Group, Inc.](https://holderbook.com/funds/1852858-everhart-financial-group-inc/) | $271.0K | 4,508 | 0.0% | 3 |
| [Paragon Capital Management Ltd](https://holderbook.com/funds/1569765-paragon-capital-management-ltd/) | $258.4K | 4,299 | 0.0% | 6 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $251.7K | 4,037 | 0.0% | 1 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $251.6K | 4,186 | 0.0% | 17 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $219.5K | 3,651 | 0.0% | 24 |
| [Olistico Wealth, LLC](https://holderbook.com/funds/1962695-olistico-wealth-llc/) | $66.8K | 1,111 | 0.0% | 4 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $60.9K | 1,013 | 0.0% | 16 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $14.7K | 244 | 0.0% | 3 |
| [GoalVest Advisory LLC](https://holderbook.com/funds/1839307-goalvest-advisory-llc/) | $5.5K | 92 | 0.0% | 1 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $3.1K | 51 | 0.0% | 9 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $2.7K | 45 | 0.0% | 4 |
| [Marquette Asset Management, LLC](https://holderbook.com/funds/1395067-marquette-asset-management-llc/) | $962 | 16 | 0.0% | 3 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $342 | 5,691 | 0.0% | 7 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $180 | 3 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 23 | $16.0M |
| Q2 2026 | 823 | $15.2B |
| Q1 2026 | 717 | $11.5B |
| Q4 2025 | 674 | $10.0B |
| Q3 2025 | 644 | $9.5B |
| Q2 2025 | 595 | $7.4B |
| Q1 2025 | 570 | $6.4B |
| Q4 2024 | 635 | $7.0B |
| Q3 2024 | 611 | $7.9B |
| Q2 2024 | 642 | $7.3B |
| Q1 2024 | 661 | $8.1B |
| Q4 2023 | 685 | $8.2B |