Institutional Ownership Borgwarner Inc (BWA)
This table provides information about the institutional ownership of Borgwarner Inc (BWA). We have compiled data on the 642 institutions that hold shares in the stock, with a total of 200 Million shares, which have been reported (via 13F filing form) to have a value of $7.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
94
shares
|
$3,322
0.0% of portfolio
|
Q1 2025
Reduced 99.9%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
90
shares
|
$3,181
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
84
shares
|
$2,969
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
May 16, 2025 Q1 2025 |
83
shares
|
$2,934
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
83
shares
|
$2,934
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
82
shares
|
$2,898
0.0% of portfolio
|
Q1 2025
Reduced 45.33%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
82
shares
|
$2,898
0.0% of portfolio
|
Q1 2025
Added 164.52%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
82
shares
|
$2,898
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
80
shares
|
$2,828
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
78
shares
|
$2,757
0.0% of portfolio
|
Q2 2025
Reduced 11.36%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
78
shares
|
$2,757
0.0% of portfolio
|
Q1 2025
Reduced 68.92%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
76
shares
|
$2,686
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
76
shares
|
$2,686
0.0% of portfolio
|
Q3 2024
Reduced 46.85%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
75
shares
|
$2,651
0.0% of portfolio
|
Q2 2025
Reduced 48.28%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
75
shares
|
$2,651
0.0% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
70
shares
|
$2,474
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
70
shares
|
$2,474
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
68
shares
|
$2,403
0.0% of portfolio
|
Q1 2025
Reduced 34.62%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
65
shares
|
$2,297
0.0% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
64
shares
|
$2,262
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
63
shares
|
$2,227
0.0% of portfolio
|
Q1 2025
Added 110.0%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
60
shares
|
$2,121
0.0% of portfolio
|
Q1 2025
Reduced 94.29%
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
60
shares
|
$2,121
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
56
shares
|
$1,979
0.0% of portfolio
|
Q1 2025
Reduced 11.11%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
55
shares
|
$1,944
0.0% of portfolio
|
Q2 2025
New holding
|