BorgWarner Inc (BWA) Ownership

33.65 ↑0.31 (0.93%)

As of April 24, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of BorgWarner Inc (BWA), owning a total of 27.1 million shares. Combined, the top 30 institutional holders of BWA own 71.59% of the company with a total of 165.6 million shares.

In the latest ownership report on December 31st 2023, the top 30 institutional holders increased their combined ownership of BWA by 3 million shares. 10 institutions bought 5,303,997 total additional shares and increased their ownership by an average of 11.84%. However 9 institutions sold 2,311,233 total shares and decreased their ownership by an average of 5.69%.

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 2,992,764 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	11.754%	1.236%	27,147,545	331,401	2023-12-31
BlackRock Inc	7.627%	-1.342%	17,615,315	-239,659	2023-12-31
Harris Associates L.P.	4.747%	8.946%	10,962,891	900,228	2023-12-31
State Street Corporation	4.610%	-0.092%	10,647,491	-9,788	2023-12-31
Victory Capital Management Inc.	4.186%	10.879%	9,668,438	948,659	2023-12-31
Dimensional Fund Advisors, Inc.	2.947%	-4.597%	6,806,594	-327,989	2023-12-31
Diamond Hill Capital Management Inc	2.518%	6.421%	5,814,316	350,829	2023-12-31
Geode Capital Management, LLC	2.327%	2.139%	5,373,927	112,549	2023-12-31
Amvescap Plc.	2.156%	13.214%	4,980,384	581,300	2023-12-31
American Century Companies Inc	2.054%	13.251%	4,744,706	555,165	2023-12-31
Bank of America Corp	1.747%	-16.019%	4,035,768	-769,803	2023-12-31
Morgan Stanley - Brokerage Accounts	1.734%	-4.198%	4,003,517	-175,410	2023-12-31
LSV Asset Management	1.500%	-4.037%	3,464,373	-145,728	2023-12-31
Earnest Partners LLC	1.418%	10.786%	3,274,930	318,836	2023-12-31
Turtle Creek Asset Management Inc.	1.377%	33.580%	3,180,210	799,450	2023-12-31
Nuveen Asset Management, LLC	1.326%	-0.719%	3,063,104	-22,197	2023-12-31
FMR Inc	1.204%	-13.480%	2,779,687	-433,089	2023-12-31
Grantham, Mayo, Van Otterloo & Co., LLC	1.153%	17.969%	2,662,653	405,580	2023-12-31
Northern Trust Corp	1.123%	-6.745%	2,593,125	-187,570	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	11.754%	1.236%	27,147,545	331,401	2023-12-31
BlackRock Inc	7.627%	-1.342%	17,615,315	-239,659	2023-12-31
Harris Associates L.P.	4.747%	8.946%	10,962,891	900,228	2023-12-31
State Street Corporation	4.610%	-0.092%	10,647,491	-9,788	2023-12-31
Victory Capital Management Inc.	4.186%	10.879%	9,668,438	948,659	2023-12-31
Dimensional Fund Advisors, Inc.	2.947%	-4.597%	6,806,594	-327,989	2023-12-31
Diamond Hill Capital Management Inc	2.518%	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
Geode Capital Management, LLC	2.327%	2.139%	5,373,927	112,549	2023-12-31
Boston Partners Global Investors, Inc	2.292%	58.865%	5,267,500	1,951,783	2023-09-30
Amvescap Plc.	2.156%	13.214%	4,980,384	581,300	2023-12-31
American Century Companies Inc	2.054%	13.251%	4,744,706	555,165	2023-12-31
Bank of America Corp	1.747%	-16.019%	4,035,768	-769,803	2023-12-31
Morgan Stanley - Brokerage Accounts	1.734%	-4.198%	4,003,517	-175,410	2023-12-31
LSV Asset Management	1.500%	-4.037%	3,464,373	-145,728	2023-12-31
Earnest Partners LLC	1.418%	10.786%	3,274,930	318,836	2023-12-31
Turtle Creek Asset Management Inc.	1.377%	33.580%	3,180,210	799,450	2023-12-31
Nuveen Asset Management, LLC	1.326%	-0.719%	3,063,104	-22,197	2023-12-31
Envestnet Asset Management Inc	1.258%	1,080.750%	2,956,068	2,705,713	2023-03-31
FMR Inc	1.204%	-13.480%	2,779,687	-433,089	2023-12-31
Grantham, Mayo, Van Otterloo & Co., LLC	1.153%	17.969%	2,662,653	405,580	2023-12-31
Millennium Management LLC	1.127%	-14.511%	2,648,516	-449,559	2023-06-30
Northern Trust Corp	1.123%	-6.745%	2,593,125	-187,570	2023-12-31
Amundi	1.073%	-25.518%	2,522,453	-864,201	2023-03-31
Citadel Advisors Llc	1.057%	30,585.700%	2,441,353	2,433,397	2023-09-30
Silvercrest Asset Management Group LLC	0.993%	0.224%	2,327,611	5,197	2022-12-31
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	0.857%	1.783%	2,007,567	35,168	2022-09-30

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of BorgWarner Inc (BWA), owning a total of 7.4 million shares. Combined, the top 32 mutual fund holders of BWA own 47.70% of the company with a total of 110.8 million shares.

In the latest ownership report on March 31st 2024, the top 32 fund holders increased their combined ownership of BWA by 37 thousand shares. 1 funds bought 59,479 total additional shares and increased their ownership by an average of 4.78%. However 2 funds sold 22,060 total shares and decreased their ownership by an average of 0.4%.

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 37,419 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
SPDR® S&P 500 ETF Trust	1.228%	-0.752%	2,836,708	-21,488	2024-03-31
EARNEST Partners Smid Cap Core Founders	0.564%	4.781%	1,303,481	59,479	2024-03-31
Consumer Discret Sel Sect SPDR® ETF	0.539%	-0.046%	1,245,731	-572	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	3.194%	-0.194%	7,377,424	-14,360	2024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr	3.082%	1.716%	7,243,963	122,182	2023-03-31
Victory Sycamore Established Value R	2.908%	9.543%	6,715,000	585,000	2023-12-31
Oakmark Investor	2.793%	7.500%	6,450,000	450,000	2023-12-31
Vanguard Small Cap Index	2.625%	1.032%	6,061,325	61,920	2024-02-29
Vanguard Institutional 500 Index Trust	2.543%	1.027%	5,873,458	59,683	2024-02-29
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
Diamond Hill Large Cap Equity	1.868%	1.713%	4,313,686	72,651	2024-02-29
Vanguard Small Cap Value Index Inv	1.790%	0.541%	4,133,884	22,259	2024-02-29
BNY Mellon Absolute Ret Bd EUR W Acc	1.666%	0.000%	3,900,000	0	2022-09-30
Invesco S&P 500® Equal Weight ETF	1.433%	0.250%	3,309,068	8,240	2024-03-28
Delaware Ivy Mid Cap Growth A	1.360%	0.000%	3,197,467	0	2023-09-30
SPDR® S&P 500 ETF Trust	1.228%	-0.752%	2,836,708	-21,488	2024-03-31
Fidelity 500 Index	1.221%	1.016%	2,819,109	28,355	2024-02-29
Fidelity® 500 Index	1.165%	0.641%	2,739,151	17,435	2023-11-30
American Century U.S. Mid Cap Value	1.157%	9.452%	2,673,192	230,852	2023-12-31
American Century Mid Cap Value Inv	1.157%	9.452%	2,673,192	230,852	2023-12-31
Vanguard Mid Cap Index Institutional	1.136%	-0.098%	2,669,590	-2,615	2023-11-30
Diamond Hill Large Cap Inv	1.091%	0.000%	2,520,167	0	2024-02-29
iShares Core S&P 500 ETF	1.031%	0.742%	2,382,102	17,536	2024-03-28
Oakmark Equity And Income Investor	0.952%	0.000%	2,199,298	0	2023-12-31
Harris Assoc. Oakmark Eq & Inc CIT	0.952%	0.000%	2,199,298	0	2023-12-31
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
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	0.751%	0.000%	1,734,241	0	2024-02-29
Vanguard Windsor™ II Inv	0.743%	44.541%	1,715,700	528,700	2023-12-31
Vanguard Institutional Index I	0.671%	-0.580%	1,549,123	-9,035	2024-02-29
EARNEST Partners Smid Cap Core Founders	0.564%	4.781%	1,303,481	59,479	2024-03-31
Consumer Discret Sel Sect SPDR® ETF	0.539%	-0.046%	1,245,731	-572	2024-03-31