BORGWARNER INC (BWA)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
Institutions report 205,369,053 shares against 203,666,354 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Over 100% because an adviser and a sub-adviser can both report the same shares, and both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $1.7B | 25,273,906 | 0.02% | 8q | -6.5%-$116.2M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $838.7M | 12,630,285 | 0.04% | 2q | -6.6%-$59.0M |
| DIMENSIONAL FUND ADVISORS LP | $783.3M | 11,796,622 | 0.14% | 31q | -1.1%-$8.6M |
| VANGUARD CAPITAL MANAGEMENT LLC | $616.0M | 9,276,681 | 0.01% | 2q | HELD |
| STATE STREET CORP | $453.8M | 6,834,391 | 0.01% | 31q | -2.0%-$9.3M |
| AQR CAPITAL MANAGEMENT LLC | $380.0M | 5,749,595 | 0.13% | 31q | -20.4%-$97.5M |
| VICTORY CAPITAL MANAGEMENT INC | $324.0M | 4,880,034 | 0.18% | 31q | +4.9%+$15.1M |
| GEODE CAPITAL MANAGEMENT, LLC | $315.9M | 4,756,723 | 0.02% | 31q | -1.0%-$3.3M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $251.3M | 3,784,707 | 0.76% | 2q | +31.2%+$59.8M |
| BANK OF AMERICA CORP /DE/ | $250.6M | 3,774,361 | 0.02% | 31q | HELD |
| FULLER & THALER ASSET MANAGEMENT, INC. | $247.1M | 3,720,883 | 0.67% | 15q | -9.7%-$26.6M |
| EARNEST PARTNERS LLC | $245.8M | 3,702,143 | 0.89% | 31q | -2.0%-$5.1M |
| ALLIANCEBERNSTEIN L.P. | $201.4M | 3,712,420 | 0.07% | 31q | +4.2%+$8.1M |
| Invesco Ltd. | $197.2M | 2,969,629 | 0.02% | 31q | +36.3%+$52.5M |
| Swedbank AB | $194.1M | 2,923,101 | 0.17% | 21q | HELD |
| SEI INVESTMENTS CO | $178.7M | 2,691,182 | 0.16% | 31q | HELD |
| NORGES BANK | $175.6M | 2,644,244 | 0.02% | 32q | -24.0%-$55.5M |
| JPMORGAN CHASE & CO | $172.6M | 2,609,534 | 0.01% | 31q | +68.4%+$70.1M |
| GOLDMAN SACHS GROUP INC | $168.1M | 2,531,719 | 0.01% | 31q | -50.7%-$172.8M |
| MORGAN STANLEY | $157.7M | 2,375,283 | 0.01% | 35q | +3.6%+$5.5M |
| AMERICAN CENTURY COMPANIES INC | $156.5M | 2,357,624 | 0.07% | 31q | HELD |
| Point72 Asset Management, L.P. | $142.9M | 2,152,141 | 0.16% | 2q | +23812.7%+$142.3M |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $139.0M | 2,093,717 | 0.91% | 31q | -12.0%-$19.0M |
| NORTHERN TRUST CORP | $130.7M | 1,968,567 | 0.02% | 31q | +2.0%+$2.5M |
| MILLENNIUM MANAGEMENT LLC | $127.4M | 1,909,423 | 0.05% | 26q | -34.0%-$65.7M |
| SAMLYN CAPITAL, LLC | $127.3M | 1,917,390 | 2.07% | new | NEW |
| Robeco Institutional Asset Management B.V. | $119.8M | 1,803,708 | 0.15% | 38q | -7.2%-$9.3M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $117.2M | 1,764,422 | 0.34% | 13q | -16.1%-$22.5M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $113.2M | 1,704,628 | 0.02% | 31q | -2.9%-$3.3M |
| Sixth Street Partners Management Company, L.P. | $113.2M | 1,704,628 | 0.02% | new | NEW |
| Bank of New York Mellon Corp | $112.3M | 1,691,149 | 0.02% | 31q | -5.2%-$6.2M |
| Qube Research & Technologies Ltd | $109.1M | 1,642,520 | 0.10% | 17q | -3.4%-$3.9M |
| Hill City Capital, LP | $106.5M | 1,604,340 | 1.30% | new | NEW |
| PANAGORA ASSET MANAGEMENT INC | $105.8M | 1,592,903 | 0.32% | 4q | -5.3%-$5.9M |
| ROYAL LONDON ASSET MANAGEMENT LTD | $98.8M | 1,487,868 | 0.18% | 2q | +17.5%+$14.7M |
| MENORA MIVTACHIM HOLDINGS LTD. | $95.6M | 1,440,000 | 0.37% | new | NEW |
| BNP PARIBAS FINANCIAL MARKETS | $88.3M | 1,329,973 | 0.03% | 31q | +2215.9%+$84.5M |
| Alyeska Investment Group, L.P. | $87.4M | 1,316,321 | 0.22% | 2q | +86.7%+$40.6M |
| VANGUARD FIDUCIARY TRUST CO | $86.1M | 1,296,778 | 0.02% | 2q | +1.0%+$823.6K |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $84.7M | 1,275,000 | 0.12% | 9q | +155.0%+$51.5M |
| Zurich Insurance Group Ltd/FI | $82.2M | 1,238,590 | 0.57% | 6q | +2800.7%+$79.4M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $80.6M | 210,863 | 0.01% | 31q | +1982.6%+$76.8M |
| AMERIPRISE FINANCIAL INC | $78.7M | 1,185,100 | 0.02% | 31q | -59.4%-$115.3M |
| JANE STREET GROUP, LLC | $76.5M | 671,536 | 0.01% | 27q | +9.3%+$6.5M |
| FMR LLC | $70.0M | 1,054,386 | 0.00% | 31q | -46.4%-$60.6M |
| UBS Group AG | $69.5M | 1,046,968 | 0.01% | 31q | -26.3%-$24.8M |
| Gotham Asset Management, LLC | $63.1M | 950,255 | 0.15% | 19q | -10.9%-$7.7M |
| Clark Capital Management Group, Inc. | $62.2M | 937,373 | 0.34% | new | NEW |
| Oribel Capital Management, LP | $60.9M | 458,300 | 1.85% | 2q | +6.8%+$3.9M |
| JONES FINANCIAL COMPANIES LLLP | $57.2M | 839,428 | 0.02% | 12q | +4.2%+$2.3M |
| Polar Capital Holdings Plc | $57.1M | 860,516 | 0.13% | new | NEW |
| TODD ASSET MANAGEMENT LLC | $56.1M | 844,851 | 1.00% | 13q | +17.4%+$8.3M |
| Nuveen, LLC | $55.9M | 841,976 | 0.01% | 6q | +4.8%+$2.5M |
| RHUMBLINE ADVISERS | $54.6M | 822,355 | 0.04% | 31q | +34.9%+$14.1M |
| Merewether Investment Management, LP | $53.2M | 801,595 | 1.00% | new | NEW |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $47.0M | 707,784 | 0.07% | 3q | -5.7%-$2.8M |
| Castle Hook Partners LP | $46.0M | 693,016 | 0.21% | new | NEW |
| FIRST TRUST ADVISORS LP | $42.8M | 644,368 | 0.03% | 31q | +18.3%+$6.6M |
| Bridgewater Associates, LP | $41.4M | 623,455 | 0.17% | 14q | -4.0%-$1.7M |
| ACK Asset Management LLC | $39.8M | 600,000 | 4.65% | new | NEW |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $39.6M | 596,334 | 0.01% | 14q | -3.3%-$1.3M |
| Schonfeld Strategic Advisors LLC | $39.0M | 587,016 | 0.14% | 11q | +723.9%+$34.2M |
| HSBC HOLDINGS PLC | $35.8M | 540,280 | 0.01% | 31q | -28.4%-$14.2M |
| Leith Wheeler Investment Counsel Ltd. | $35.3M | 531,201 | 2.68% | 6q | +7.8%+$2.5M |
| GREAT LAKES ADVISORS, LLC | $34.8M | 524,466 | 0.26% | 31q | -22.0%-$9.8M |
| California Public Employees Retirement System | $34.5M | 519,996 | 0.02% | 31q | -2.4%-$858.6K |
| Covalis Capital LLP | $34.1M | 514,287 | 1.93% | 2q | +236.8%+$24.0M |
| BARCLAYS PLC | $34.0M | 180,299 | 0.01% | 31q | +76.1%+$14.7M |
| J. Goldman & Co LP | $34.0M | 414,992 | 0.88% | new | NEW |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $32.8M | 497,366 | 0.02% | 31q | -15.9%-$6.2M |
| SEB Asset Management AB | $31.6M | 475,853 | 0.12% | 2q | -49.3%-$30.7M |
| WELLS FARGO & COMPANY/MN | $31.4M | 473,480 | 0.01% | 31q | -48.8%-$30.0M |
| PRINCIPAL FINANCIAL GROUP INC | $30.9M | 465,696 | 0.02% | 31q | +0.8%+$231.7K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $30.3M | 457,059 | 0.11% | 7q | +18.0%+$4.6M |
| ENVESTNET ASSET MANAGEMENT INC | $29.6M | 445,609 | 0.01% | 31q | +61.8%+$11.3M |
| STOREBRAND ASSET MANAGEMENT AS | $29.4M | 442,603 | 0.07% | 3q | +4.9%+$1.4M |
| MACKENZIE FINANCIAL CORP | $29.2M | 439,159 | 0.03% | 2q | +273.2%+$21.3M |
| CITADEL ADVISORS LLC | $29.1M | options only | 0.00% | 31q | OPTIONS |
| PEAK6 LLC | $28.4M | options only | 0.06% | 7q | OPTIONS |
| MACQUARIE GROUP LTD | $28.4M | 427,194 | 0.12% | 2q | +2.4%+$663.9K |
| IEQ CAPITAL, LLC | $28.2M | 424,655 | 0.13% | 15q | -23.2%-$8.5M |
| Freestone Grove Partners LP | $28.0M | 422,272 | 0.18% | 2q | -52.2%-$30.6M |
| Quantinno Capital Management LP | $28.0M | 422,066 | 0.03% | 19q | +10.6%+$2.7M |
| Swiss National Bank | $27.5M | 413,484 | 0.01% | 31q | -2.3%-$650.7K |
| Driehaus Capital Management LLC | $26.1M | 392,776 | 0.15% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $25.7M | 387,704 | 0.01% | 7q | +19.7%+$4.2M |
| FRANKLIN RESOURCES INC | $24.7M | 372,661 | 0.01% | 31q | -9.5%-$2.6M |
| Arbejdsmarkedets Tillaegspension | $24.7M | 371,600 | 0.54% | 2q | +277.2%+$18.1M |
| NEW YORK STATE COMMON RETIREMENT FUND | $22.7M | 341,850 | 0.03% | 31q | -2.2%-$508.6K |
| Balyasny Asset Management L.P. | $21.7M | 326,209 | 0.03% | 2q | -69.3%-$48.8M |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | $21.6M | 325,109 | 0.09% | new | NEW |
| GAMCO INVESTORS, INC. ET AL | $21.0M | 315,900 | 0.19% | 31q | -0.6%-$119.5K |
| Legal & General Group Plc | $20.8M | 313,690 | 0.00% | 31q | -3.1%-$662.5K |
| Nishkama Capital, LLC | $20.2M | 304,949 | 0.62% | new | NEW |
| Mawer Investment Management Ltd. | $19.6M | 295,797 | 0.13% | 13q | -64.5%-$35.8M |
| Cerity Partners LLC | $18.6M | 280,557 | 0.02% | 24q | -6.2%-$1.2M |
| Empowered Funds, LLC | $18.6M | 279,723 | 0.10% | 2q | -23.6%-$5.7M |
| Erste Asset Management GmbH | $18.3M | 278,110 | 0.14% | 22q | -1.9%-$352.5K |
| Grantham, Mayo, Van Otterloo & Co. LLC | $18.2M | 274,001 | 0.04% | 31q | -39.1%-$11.7M |
| GABELLI FUNDS LLC | $18.1M | 272,500 | 0.12% | 31q | HELD |
Showing the largest 100 of 821 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 776 | $13.9B | 205,369,053 | 165 | 211 | 265 | 2.0% |
| Q1 2026 | 674 | $10.9B | 197,923,873 | 107 | 200 | 232 | 2.0% |
| Q4 2025 | 626 | $9.5B | 209,094,996 | 77 | 199 | 211 | 0.8% |
| Q3 2025 | 589 | $9.0B | 202,518,090 | 111 | 176 | 195 | 1.6% |
| Q2 2025 | 543 | $7.0B | 207,409,608 | 91 | 166 | 207 | 1.1% |
| Q1 2025 | 519 | $6.1B | 210,020,249 | 63 | 173 | 195 | 0.9% |
| Q4 2024 | 573 | $6.7B | 210,257,060 | 69 | 185 | 201 | 0.6% |
| Q3 2024 | 547 | $7.6B | 207,152,107 | 57 | 166 | 224 | 1.0% |
| Q2 2024 | 572 | $7.0B | 214,128,796 | 75 | 179 | 204 | 1.1% |
| Q1 2024 | 588 | $7.7B | 220,549,625 | 62 | 195 | 229 | 1.1% |
| Q4 2023 | 604 | $7.8B | 215,535,819 | 66 | 170 | 231 | 1.4% |
| Q3 2023 | 598 | $8.6B | 211,581,877 | 49 | 214 | 203 | 0.7% |
| Q2 2023 | 619 | $10.2B | 208,638,267 | 79 | 208 | 201 | 0.4% |
| Q1 2023 | 597 | $10.2B | 209,305,456 | 103 | 203 | 173 | 0.5% |
| Q4 2022 | 508 | $7.6B | 188,999,394 | 88 | 165 | 152 | 0.8% |
| Q3 2022 | 594 | $6.9B | 216,676,661 | 55 | 219 | 198 | 0.8% |
| Q2 2022 | 607 | $7.4B | 218,826,927 | 68 | 218 | 216 | 1.0% |
| Q1 2022 | 605 | $8.7B | 221,036,750 | 59 | 243 | 204 | 0.8% |
| Q4 2021 | 629 | $10.0B | 219,849,766 | 82 | 196 | 199 | 0.8% |
| Q3 2021 | 580 | $9.8B | 223,977,005 | 42 | 192 | 224 | 0.7% |
| Q2 2021 | 626 | $11.1B | 225,686,721 | 85 | 206 | 201 | 0.7% |
| Q1 2021 | 589 | $10.5B | 225,655,809 | 100 | 191 | 197 | 0.7% |
| Q4 2020 | 557 | $9.0B | 230,374,360 | 75 | 252 | 133 | 0.6% |
| Q3 2020 | 526 | $8.3B | 212,988,015 | 76 | 164 | 183 | 0.8% |
| Q2 2020 | 505 | $8.0B | 223,713,071 | 88 | 163 | 167 | 0.9% |
| Q1 2020 | 480 | $5.3B | 214,316,146 | 69 | 177 | 152 | 0.8% |
| Q4 2019 | 521 | $8.6B | 196,165,909 | 64 | 165 | 159 | 0.5% |
| Q3 2019 | 492 | $7.1B | 192,797,289 | 40 | 182 | 167 | 1.0% |
| Q2 2019 | 519 | $8.1B | 191,607,615 | 56 | 167 | 177 | 1.2% |
| Q1 2019 | 530 | $7.3B | 189,288,481 | 61 | 176 | 184 | 0.7% |
| Q4 2018 | 526 | $6.8B | 194,234,563 | 8 | 11 | 13 | 0.4% |