BORGWARNER INC (BWA)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Arbor Wealth Advisors LLC | $6.5M | 108,718 | 4.07% | 12q | HELD |
| Kopion Asset Management, LLC | $4.0M | 67,249 | 2.58% | 28q | -3.1%-$131.0K |
| FIRST COMMUNITY TRUST NA | $708.7K | 11,790 | 0.24% | 20q | +44.4%+$218.0K |
| Artemis Investment Management LLP | $702.0K | 11,678 | 0.01% | 4q | HELD |
| Farther Finance Advisors, LLC | $618.5K | 10,290 | 0.00% | 16q | +7.3%+$42.3K |
| GAMMA Investing LLC | $594.1K | 9,884 | 0.02% | 12q | +5.0%+$28.3K |
| Central Pacific Bank - Trust Division | $480.9K | 8,000 | 0.05% | 11q | HELD |
| Valeo Financial Advisors, LLC | $382.8K | 6,364 | 0.01% | 5q | +4.1%+$14.9K |
| RIVERSEDGE ADVISORS, LLC | $293.7K | 4,886 | 0.04% | 4q | +10.0%+$26.6K |
| Venture Visionary Partners LLC | $275.6K | 4,585 | 0.01% | 3q | +22.8%+$51.2K |
| Everhart Financial Group, Inc. | $271.0K | 4,508 | 0.02% | 3q | HELD |
| Paragon Capital Management Ltd | $258.4K | 4,299 | 0.05% | 6q | HELD |
| Apella Capital, LLC | $251.7K | 4,037 | 0.00% | new | NEW |
| Versant Capital Management, Inc | $251.6K | 4,186 | 0.02% | 17q | +1.3%+$3.1K |
| MassMutual Private Wealth & Trust, FSB | $219.5K | 3,651 | 0.01% | 24q | HELD |
| Olistico Wealth, LLC | $66.8K | 1,111 | 0.03% | 4q | HELD |
| Grove Bank & Trust | $60.9K | 1,013 | 0.01% | 16q | HELD |
| ELEVATION WEALTH PARTNERS, LLC | $14.7K | 244 | 0.00% | 3q | +125.9%+$8.2K |
| GoalVest Advisory LLC | $5.5K | 92 | 0.00% | new | NEW |
| CoreCap Advisors, LLC | $3.1K | 51 | 0.00% | 9q | -10.5% |
| GILPIN WEALTH MANAGEMENT, LLC | $2.7K | 45 | 0.00% | 4q | HELD |
| Marquette Asset Management, LLC | $962 | 16 | 0.00% | 3q | HELD |
| CX Institutional | $342 | 5,691 | 0.01% | 7q | +2.0% |
| Planning Strategies Inc. | $180 | 3 | 0.00% | 2q | +50.0% |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-17 | CALAWAY TONIT M | EVP, CAO, Gen Counsel & Sec | Sold | 44,000 | $3.1M ×2 |
| 2026-05-13 | Fadool Joseph F. | President and CEO | Sold | 29,000 | $2.0M |
| 2026-08-24 | CALAWAY TONIT M | EVP, CAO, Gen Counsel & Sec | Sold | 22,000 | $1.5M |
| 2026-05-08 | Demmerle Stefan | Vice President | Sold | 20,000 | $1.2M |
| 2026-08-19 | Kalathur Rajesh | Director | Bought | 7,407 | $500.7K |
| 2026-08-17 | McAlmont Shaun | Director | Sold | 7,000 | $485.5K |
| 2026-06-05 | Shankar Sailaja | Director | Sold | 5,000 | $365.4K |
| 2026-05-28 | Weng Volker | Vice President | Sold | 5,000 | $361.8K |
| 2026-05-11 | Weng Volker | Vice President | Sold | 5,606 | $345.6K |
| 2026-05-14 | Weng Volker | Vice President | Sold | 5,000 | $338.5K |
| 2026-08-28 | Hanley Michael S | Director | Sold | 5,000 | $327.6K |
| 2026-05-13 | Demmerle Stefan | Vice President | Sold | 5,000 | $325.0K |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 23 | $16.0M | 266,700 | 2 | 9 | 2 | 0.0% |
| Q2 2026 | 823 | $15.2B | 225,611,006 | 172 | 231 | 278 | 2.1% |
| Q1 2026 | 717 | $11.5B | 209,042,385 | 109 | 214 | 251 | 1.9% |
| Q4 2025 | 674 | $10.0B | 221,092,308 | 78 | 215 | 230 | 0.8% |
| Q3 2025 | 644 | $9.5B | 213,489,549 | 119 | 195 | 212 | 1.6% |
| Q2 2025 | 595 | $7.4B | 217,682,595 | 98 | 191 | 220 | 1.1% |
| Q1 2025 | 570 | $6.4B | 219,918,945 | 69 | 195 | 212 | 1.0% |
| Q4 2024 | 635 | $7.0B | 219,128,376 | 73 | 210 | 224 | 0.6% |
| Q3 2024 | 611 | $7.9B | 215,840,065 | 63 | 194 | 239 | 1.0% |
| Q2 2024 | 642 | $7.3B | 222,558,574 | 85 | 200 | 229 | 1.2% |
| Q1 2024 | 661 | $8.1B | 230,853,084 | 67 | 216 | 267 | 1.1% |
| Q4 2023 | 685 | $8.2B | 225,884,240 | 75 | 194 | 268 | 1.4% |
| Q3 2023 | 689 | $9.1B | 223,394,722 | 56 | 243 | 236 | 0.7% |
| Q2 2023 | 728 | $10.8B | 220,674,298 | 91 | 257 | 226 | 0.4% |
| Q1 2023 | 712 | $11.0B | 225,278,666 | 118 | 246 | 207 | 0.5% |
| Q4 2022 | 656 | $8.7B | 217,766,558 | 108 | 214 | 194 | 0.7% |
| Q3 2022 | 594 | $6.9B | 216,676,661 | 55 | 219 | 198 | 0.8% |
| Q2 2022 | 607 | $7.4B | 218,826,927 | 68 | 218 | 217 | 1.0% |
| Q1 2022 | 606 | $8.7B | 221,038,750 | 59 | 244 | 204 | 0.8% |
| Q4 2021 | 629 | $10.0B | 219,849,766 | 82 | 196 | 200 | 0.8% |
| Q3 2021 | 581 | $9.8B | 223,979,005 | 42 | 192 | 224 | 0.7% |
| Q2 2021 | 627 | $11.1B | 225,688,721 | 86 | 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% |