BorgWarner Inc (BWA) Ownership

31.64 ↑0.08 (0.25%)

As of August 30, 2024, 4:00pm 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 36 institutional holders of BWA own 82.04% of the company with a total of 187.4 million shares.

In the latest ownership report on June 30th 2024, the top 36 institutional holders increased their combined ownership of BWA by 5.1 million shares. 9 institutions bought 9,815,320 total additional shares and increased their ownership by an average of 92.54%. However 5 institutions sold 4,737,141 total shares and decreased their ownership by an average of 11.39%.

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 5,078,179 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	11.645%	-0.775%	26,524,135	-207,085	2024-06-30
BlackRock Inc	6.772%	-14.851%	15,424,835	-2,690,172	2024-06-30
Victory Capital Management Inc.	5.701%	-0.815%	12,984,292	-106,649	2024-06-30
Harris Associates L.P.	4.664%	0.201%	10,623,235	21,343	2024-06-30
Dimensional Fund Advisors, Inc.	3.788%	23.475%	8,628,733	1,640,503	2024-06-30
Balyasny Asset Management LLC	2.092%	336.568%	4,763,848	3,672,645	2024-06-30
Earnest Partners LLC	1.747%	20.212%	3,979,776	669,137	2024-06-30
Millennium Management LLC	1.722%	89.547%	3,921,324	1,852,533	2024-06-30
Turtle Creek Asset Management Inc.	1.713%	-10.182%	3,900,780	-442,200	2024-06-30
LSV Asset Management	1.496%	0.188%	3,406,305	6,400	2024-06-30
American Century Companies Inc	1.302%	-30.326%	2,966,198	-1,291,035	2024-06-30
Point72 Asset Management, L.P.	1.076%	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	11.645%	-0.775%	26,524,135	-207,085	2024-06-30
BlackRock Inc	6.772%	-14.851%	15,424,835	-2,690,172	2024-06-30
Victory Capital Management Inc.	5.701%	-0.815%	12,984,292	-106,649	2024-06-30
Harris Associates L.P.	4.664%	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.	3.788%	23.475%	8,628,733	1,640,503	2024-06-30
Amvescap Plc.	2.647%	21.064%	6,029,445	1,049,061	2024-03-31
Geode Capital Management, LLC	2.635%	11.677%	6,001,447	627,520	2024-03-31
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
Boston Partners Global Investors, Inc	2.292%	58.865%	5,267,500	1,951,783	2023-09-30
AllianceBernstein L.P.	2.136%	345.483%	4,865,853	3,773,588	2024-03-31
Balyasny Asset Management LLC	2.092%	336.568%	4,763,848	3,672,645	2024-06-30
Earnest Partners LLC	1.747%	20.212%	3,979,776	669,137	2024-06-30
Morgan Stanley - Brokerage Accounts	1.732%	-1.473%	3,944,565	-58,952	2024-03-31
Millennium Management LLC	1.722%	89.547%	3,921,324	1,852,533	2024-06-30
Turtle Creek Asset Management Inc.	1.713%	-10.182%	3,900,780	-442,200	2024-06-30
Nuveen Asset Management, LLC	1.504%	11.808%	3,424,793	361,689	2024-03-31
LSV Asset Management	1.496%	0.188%	3,406,305	6,400	2024-06-30
American Century Companies Inc	1.302%	-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.	1.076%	361.111%	2,450,696	1,919,219	2024-06-30
Citadel Advisors Llc	1.057%	30,585.700%	2,441,353	2,433,397	2023-09-30
Goldman Sachs Group Inc	1.066%	101.008%	2,429,746	1,220,964	2023-12-31
Bank of America Corp	1.055%	-40.457%	2,403,020	-1,632,748	2024-03-31
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 9.1 million shares. Combined, the top 39 mutual fund holders of BWA own 53.52% of the company with a total of 123.2 million shares.

In the latest ownership report on July 31st 2024, the top 39 fund holders increased their combined ownership of BWA by 13 thousand shares. 4 funds bought 88,781 total additional shares and increased their ownership by an average of 0.41%. However 4 funds sold 75,543 total shares and decreased their ownership by an average of 0.74%.

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 13,238 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	3.165%	-0.198%	7,209,317	-14,332	2024-07-31
Vanguard Institutional 500 Index Trust	2.594%	0.925%	5,909,261	54,142	2024-07-31
Vanguard Small Cap Index	2.523%	0.353%	5,747,354	20,193	2024-07-31
Vanguard Small Cap Value Index Inv	1.698%	0.333%	3,867,246	12,830	2024-07-31
Invesco S&P 500® Equal Weight ETF	1.547%	0.046%	3,523,603	1,616	2024-07-31
SPDR® S&P 500® ETF Trust	1.230%	-1.232%	2,802,420	-34,965	2024-07-31
iShares Core S&P 500 ETF	1.083%	0.000%	2,466,090	0	2024-07-31
EARNEST Partners Smid Cap Core Founders	0.744%	-1.443%	1,694,530	-24,804	2024-07-31
Vanguard Institutional Index I	0.645%	-0.098%	1,469,159	-1,442	2024-07-31
Dimensional US Targeted Value ETF	0.610%	0.000%	1,388,190	0	2024-07-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Victory Sycamore Established Value R	4.008%	0.000%	9,130,000	0	2024-06-30
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	3.165%	-0.198%	7,209,317	-14,332	2024-07-31
Oakmark Investor	2.907%	0.000%	6,620,000	0	2024-06-30
Vanguard Institutional 500 Index Trust	2.594%	0.925%	5,909,261	54,142	2024-07-31
Vanguard Small Cap Index	2.523%	0.353%	5,747,354	20,193	2024-07-31
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
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	1.698%	0.333%	3,867,246	12,830	2024-07-31
Invesco S&P 500® Equal Weight ETF	1.547%	0.046%	3,523,603	1,616	2024-07-31
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
SPDR® S&P 500® ETF Trust	1.230%	-1.232%	2,802,420	-34,965	2024-07-31
Fidelity 500 Index	1.223%	-0.436%	2,785,014	-12,195	2024-06-30
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
Diamond Hill Large Cap Inv	1.091%	0.000%	2,520,167	0	2024-02-29
iShares Core S&P 500 ETF	1.083%	0.000%	2,466,090	0	2024-07-31
Harris Assoc. Oakmark Eq & Inc CIT	0.966%	0.000%	2,199,298	0	2024-06-30
Oakmark Equity And Income Investor	0.966%	0.000%	2,199,298	0	2024-06-30
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 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
Vanguard Windsor™ II Inv	0.753%	0.000%	1,715,700	0	2024-06-30
EARNEST Partners Smid Cap Core Founders	0.744%	-1.443%	1,694,530	-24,804	2024-07-31
DFA US Targeted Value I	0.742%	-2.567%	1,689,731	-44,510	2024-06-30
Vanguard Institutional Index I	0.645%	-0.098%	1,469,159	-1,442	2024-07-31
American Century Mid Cap Value Inv	0.621%	-35.435%	1,414,711	-776,440	2024-06-30
American Century U.S. Mid Cap Value	0.621%	-35.435%	1,414,711	-776,440	2024-06-30
Dimensional US Targeted Value ETF	0.610%	0.000%	1,388,190	0	2024-07-31
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
CREF Stock R1	0.584%	30.309%	1,330,301	309,422	2024-06-30
Consumer Discret Sel Sect SPDR® ETF	0.539%	-0.046%	1,245,731	-572	2024-03-31