BorgWarner Inc (BWA) Ownership

34.12 ↑0.36 (1.07%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of BorgWarner Inc (BWA), owning a total of 26.5 million shares. Combined, the top 37 institutional holders of BWA own 92.52% of the company with a total of 205.2 million shares.

In the latest ownership report on June 30th 2024, the top 37 institutional holders increased their combined ownership of BWA by 9.1 million shares. 15 institutions bought 15,580,903 total additional shares and increased their ownership by an average of 69.20%. However 7 institutions sold 6,476,233 total shares and decreased their ownership by an average of 11.69%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of BorgWarner increased by a net total of 9,104,670 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	12.128%	-0.775%	26,524,135	-207,085	2024-06-30
BlackRock Inc	7.053%	-14.851%	15,424,835	-2,690,172	2024-06-30
Victory Capital Management Inc.	5.937%	-0.815%	12,984,292	-106,649	2024-06-30
Harris Associates L.P.	4.857%	0.201%	10,623,235	21,343	2024-06-30
Dimensional Fund Advisors, Inc.	3.946%	23.475%	8,628,733	1,640,503	2024-06-30
State Street Corp	3.853%	-13.937%	8,426,427	-1,364,590	2024-06-30
Morgan Stanley - Brokerage Accounts	3.829%	6.138%	8,373,334	484,204	2024-06-30
Geode Capital Management, LLC	2.820%	2.764%	6,167,316	165,869	2024-06-30
Amvescap Plc.	2.804%	1.721%	6,133,181	103,736	2024-06-30
AllianceBernstein L.P.	2.505%	12.580%	5,477,958	612,105	2024-06-30
Bank of America Corp	2.289%	108.348%	5,006,640	2,603,620	2024-06-30
Balyasny Asset Management LLC	2.178%	336.568%	4,763,848	3,672,645	2024-06-30
Citadel Advisors Llc	1.938%	73.568%	4,237,402	1,796,049	2024-06-30
Earnest Partners LLC	1.820%	20.212%	3,979,776	669,137	2024-06-30
Millennium Management LLC	1.793%	89.547%	3,921,324	1,852,533	2024-06-30
Turtle Creek Asset Management Inc.	1.784%	-10.182%	3,900,780	-442,200	2024-06-30
LSV Asset Management	1.558%	0.188%	3,406,305	6,400	2024-06-30
Nuveen Asset Management, LLC	1.395%	-10.935%	3,050,291	-374,502	2024-06-30
American Century Companies Inc	1.356%	-30.326%	2,966,198	-1,291,035	2024-06-30
Point72 Asset Management, L.P.	1.121%	361.111%	2,450,696	1,919,219	2024-06-30
Hotchkis & Wiley Capital Management LLC	1.018%	0.121%	2,318,563	2,800	2024-06-30
Charles Schwab Investment Management Inc	0.960%	1.426%	2,186,334	30,740	2024-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	12.128%	-0.775%	26,524,135	-207,085	2024-06-30
BlackRock Inc	7.053%	-14.851%	15,424,835	-2,690,172	2024-06-30
Victory Capital Management Inc.	5.937%	-0.815%	12,984,292	-106,649	2024-06-30
Harris Associates L.P.	4.857%	0.201%	10,623,235	21,343	2024-06-30
State Street Corporation	4.299%	-8.044%	9,791,017	-856,474	2024-03-31
Dimensional Fund Advisors, Inc.	3.946%	23.475%	8,628,733	1,640,503	2024-06-30
State Street Corp	3.853%	-13.937%	8,426,427	-1,364,590	2024-06-30
Morgan Stanley - Brokerage Accounts	3.829%	6.138%	8,373,334	484,204	2024-06-30
Geode Capital Management, LLC	2.820%	2.764%	6,167,316	165,869	2024-06-30
Amvescap Plc.	2.804%	1.721%	6,133,181	103,736	2024-06-30
Diamond Hill Capital Management Inc	2.552%	6.421%	5,814,316	350,829	2023-12-31
Macquarie Group Ltd	2.528%	6.306%	5,808,312	344,560	2023-09-30
AllianceBernstein L.P.	2.505%	12.580%	5,477,958	612,105	2024-06-30
Boston Partners Global Investors, Inc	2.292%	58.865%	5,267,500	1,951,783	2023-09-30
Bank of America Corp	2.289%	108.348%	5,006,640	2,603,620	2024-06-30
Balyasny Asset Management LLC	2.178%	336.568%	4,763,848	3,672,645	2024-06-30
Citadel Advisors Llc	1.938%	73.568%	4,237,402	1,796,049	2024-06-30
Earnest Partners LLC	1.820%	20.212%	3,979,776	669,137	2024-06-30
Millennium Management LLC	1.793%	89.547%	3,921,324	1,852,533	2024-06-30
Turtle Creek Asset Management Inc.	1.784%	-10.182%	3,900,780	-442,200	2024-06-30
LSV Asset Management	1.558%	0.188%	3,406,305	6,400	2024-06-30
Nuveen Asset Management, LLC	1.395%	-10.935%	3,050,291	-374,502	2024-06-30
American Century Companies Inc	1.356%	-30.326%	2,966,198	-1,291,035	2024-06-30
Envestnet Asset Management Inc	1.258%	1,080.750%	2,956,068	2,705,713	2023-03-31
FMR Inc	1.220%	-13.480%	2,779,687	-433,089	2023-12-31
Fidelity Management and Research Company	1.220%	92,656,100.000%	2,779,687	2,779,684	2023-12-31
Amundi	1.073%	-25.518%	2,522,453	-864,201	2023-03-31
Grantham, Mayo, Van Otterloo & Co., LLC	1.089%	-6.842%	2,480,476	-182,177	2024-03-31
Northern Trust Corp	1.088%	-4.453%	2,477,660	-115,465	2024-03-31
Point72 Asset Management, L.P.	1.121%	361.111%	2,450,696	1,919,219	2024-06-30
Goldman Sachs Group Inc	1.066%	101.008%	2,429,746	1,220,964	2023-12-31
Silvercrest Asset Management Group LLC	0.993%	0.224%	2,327,611	5,197	2022-12-31
Hotchkis & Wiley Capital Management LLC	1.018%	0.121%	2,318,563	2,800	2024-06-30
NORGES BANK	0.980%	-1.985%	2,296,397	-46,506	2022-12-31
Wayne Hummer Asset Mgmt Company	0.972%	10.688%	2,276,759	219,850	2022-09-30
Bank of New York Mellon Corp	0.949%	0.003%	2,221,293	73	2022-09-30
Charles Schwab Investment Management Inc	0.960%	1.426%	2,186,334	30,740	2024-06-30

Mutual Fund Ownership

Victory Sycamore Established Value R is the biggest individual fund holder of BorgWarner Inc (BWA), owning a total of 8.9 million shares. Combined, the top 41 mutual fund holders of BWA own 58.72% of the company with a total of 132 million shares.

In the latest ownership report on October 31st 2024, the top 41 fund holders increased their combined ownership of BWA by 26 thousand shares. 3 funds bought 36,747 total additional shares and increased their ownership by an average of 0.38%. However 2 funds sold 11,195 total shares and decreased their ownership by an average of 0.28%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding BorgWarner increased by a net total of 25,552 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Pacer US Cash Cows 100 ETF	2.123%	-0.057%	4,643,390	-2,645	2024-10-31
Invesco S&P 500® Equal Weight ETF	1.845%	0.457%	4,034,817	18,360	2024-10-31
SPDR® S&P 500® ETF Trust	1.270%	0.524%	2,776,608	14,472	2024-10-31
iShares Core S&P 500 ETF	1.160%	0.155%	2,536,318	3,915	2024-10-31
EARNEST Partners Smid Cap Core Founders	0.761%	-0.511%	1,663,920	-8,550	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Victory Sycamore Established Value R	4.070%	-2.519%	8,900,000	-230,000	2024-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr	3.082%	1.716%	7,243,963	122,182	2023-03-31
Vanguard Total Stock Mkt Idx Inv	3.307%	0.071%	7,231,393	5,125	2024-09-30
Oakmark Investor	3.027%	0.000%	6,620,000	0	2024-09-30
Vanguard Institutional 500 Index Trust	2.728%	0.203%	5,965,843	12,061	2024-09-30
Vanguard Small Cap Index	2.607%	-1.052%	5,700,563	-60,577	2024-09-30
Vanguard 500 Index Investor	2.399%	0.489%	5,639,610	27,466	2023-08-31
Sapphire Star Capital Small Cap Growth	2.122%	0.000%	4,988,755	4,988,755	2023-06-30
Pacer US Cash Cows 100 ETF	2.123%	-0.057%	4,643,390	-2,645	2024-10-31
Diamond Hill Large Cap Equity	1.868%	1.713%	4,313,686	72,651	2024-02-29
Invesco S&P 500® Equal Weight ETF	1.845%	0.457%	4,034,817	18,360	2024-10-31
BNY Mellon Absolute Ret Bd EUR W Acc	1.666%	0.000%	3,900,000	0	2022-09-30
Vanguard Small Cap Value Index Inv	1.765%	-0.161%	3,860,668	-6,235	2024-09-30
Delaware Ivy Mid Cap Growth A	1.360%	0.000%	3,197,467	0	2023-09-30
SPDR® S&P 500 ETF Trust	1.234%	0.682%	2,810,868	19,040	2024-05-30
Fidelity 500 Index	1.280%	-0.248%	2,799,980	-6,953	2024-09-30
SPDR® S&P 500® ETF Trust	1.270%	0.524%	2,776,608	14,472	2024-10-31
Fidelity® 500 Index	1.165%	0.641%	2,739,151	17,435	2023-11-30
Vanguard Mid Cap Index Institutional	1.136%	-0.098%	2,669,590	-2,615	2023-11-30
DFA US Small Cap Value I	1.162%	35.583%	2,540,760	666,802	2024-09-30
iShares Core S&P 500 ETF	1.160%	0.155%	2,536,318	3,915	2024-10-31
Diamond Hill Large Cap Inv	1.091%	0.000%	2,520,167	0	2024-02-29
CREF Stock R1	1.086%	2.473%	2,375,738	57,326	2024-08-31
Oakmark Equity And Income Investor	1.006%	0.000%	2,199,298	0	2024-09-30
Harris Assoc. Oakmark Eq & Inc CIT	1.006%	0.000%	2,199,298	0	2024-09-30
Nuveen Core Equity R6	0.950%	-1.156%	2,163,136	-25,307	2024-05-31
CI Global Leaders Fund D	0.925%	0.000%	2,162,877	0	2022-06-30
TIAA-CREF Growth & Income Instl	0.915%	14.085%	2,112,663	260,831	2024-02-29
Nuveen Core Equity Instl	0.927%	14.085%	2,112,663	260,831	2024-02-29
Vanguard Windsor™ II Inv	0.965%	23.034%	2,110,900	395,200	2024-09-30
Vanguard Value Index Inv	0.872%	0.153%	2,048,761	3,136	2023-08-31
Vanguard Mid-Cap Value ETF	0.851%	-0.778%	2,000,275	-15,692	2023-07-31
DFA US Targeted Value I	0.770%	0.000%	1,684,556	0	2024-09-30
EARNEST Partners Smid Cap Core Founders	0.761%	-0.511%	1,663,920	-8,550	2024-10-31
Vanguard Institutional Index I	0.662%	-0.849%	1,448,133	-12,403	2024-09-30
Dimensional US Targeted Value ETF	0.610%	0.000%	1,388,190	0	2024-07-31
American Century U.S. Mid Cap Value	0.601%	-3.291%	1,368,160	-46,551	2024-09-30
American Century Mid Cap Value Inv	0.626%	-3.291%	1,368,160	-46,551	2024-09-30
Principal MidCap Value I Inst	0.597%	2.079%	1,359,928	27,697	2024-04-30
Sycamore Mid Cap Value Comp	0.592%	34.397%	1,348,000	345,000	2024-03-31
Consumer Discret Sel Sect SPDR® ETF	0.539%	-0.046%	1,245,731	-572	2024-03-31