DaveManuel.com · Institutional Ownership · Who Owns It
BORGWARNER INC (BWA)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
827
Reporting holders
$14.5B
Reported value
105.7%
Of shares outstanding
1.2%
Calls
0.7%
Puts
+102
Holder change
Institutions report 215,183,255 shares against 203,666,354 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Over 100% because an adviser and a sub-adviser can both report the same shares, and both are counted.
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 |
|---|---|---|---|---|---|
| BlackRock, Inc. | $1.7B | 25,273,906 | 0.02% | 8q | -6.5%-$116.2M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $838.7M | 12,630,285 | 0.04% | 2q | -6.6%-$59.0M |
| DIMENSIONAL FUND ADVISORS LP | $783.3M | 11,796,622 | 0.14% | 31q | -1.1%-$8.6M |
| VANGUARD CAPITAL MANAGEMENT LLC | $616.0M | 9,276,681 | 0.01% | 2q | HELD |
| STATE STREET CORP | $453.8M | 6,834,391 | 0.01% | 31q | -2.0%-$9.3M |
| LSV ASSET MANAGEMENT | $436.7M | 6,576,464 | 0.79% | 31q | +1.9%+$8.3M |
| AQR CAPITAL MANAGEMENT LLC | $380.0M | 5,749,595 | 0.13% | 31q | -20.4%-$97.5M |
| VICTORY CAPITAL MANAGEMENT INC | $324.0M | 4,880,034 | 0.18% | 31q | +4.9%+$15.1M |
| GEODE CAPITAL MANAGEMENT, LLC | $315.9M | 4,756,723 | 0.02% | 31q | -1.0%-$3.3M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $251.3M | 3,784,707 | 0.76% | 2q | +31.2%+$59.8M |
| BANK OF AMERICA CORP /DE/ | $250.6M | 3,774,361 | 0.02% | 31q | HELD |
| FULLER & THALER ASSET MANAGEMENT, INC. | $247.1M | 3,720,883 | 0.67% | 15q | -9.7%-$26.6M |
| EARNEST PARTNERS LLC | $245.8M | 3,702,143 | 0.89% | 31q | -2.0%-$5.1M |
| ALLIANCEBERNSTEIN L.P. | $201.4M | 3,712,420 | 0.07% | 31q | +4.2%+$8.1M |
| Invesco Ltd. | $197.2M | 2,969,629 | 0.02% | 31q | +36.3%+$52.5M |
| Swedbank AB | $194.1M | 2,923,101 | 0.17% | 21q | HELD |
| SEI INVESTMENTS CO | $178.7M | 2,691,182 | 0.16% | 31q | HELD |
| NORGES BANK | $175.6M | 2,644,244 | 0.02% | 32q | -24.0%-$55.5M |
| JPMORGAN CHASE & CO | $172.6M | 2,609,534 | 0.01% | 31q | +68.4%+$70.1M |
| GOLDMAN SACHS GROUP INC | $168.1M | 2,531,719 | 0.01% | 31q | -50.7%-$172.8M |
| MORGAN STANLEY | $157.7M | 2,375,283 | 0.01% | 35q | +3.6%+$5.5M |
| AMERICAN CENTURY COMPANIES INC | $156.5M | 2,357,624 | 0.07% | 31q | HELD |
| Point72 Asset Management, L.P. | $142.9M | 2,152,141 | 0.16% | 2q | +23812.7%+$142.3M |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $139.0M | 2,093,717 | 0.91% | 31q | -12.0%-$19.0M |
| NORTHERN TRUST CORP | $130.7M | 1,968,567 | 0.02% | 31q | +2.0%+$2.5M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $128.3M | 1,932,072 | 0.01% | 31q | +843.7%+$114.7M |
| MILLENNIUM MANAGEMENT LLC | $127.4M incl. $664.0K options CALL | 1,909,423 | 0.05% | 26q | -34.0%-$65.7M |
| SAMLYN CAPITAL, LLC | $127.3M | 1,917,390 | 2.07% | new | NEW |
| Robeco Institutional Asset Management B.V. | $119.8M | 1,803,708 | 0.15% | 38q | -7.2%-$9.3M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $117.2M | 1,764,422 | 0.34% | 13q | -16.1%-$22.5M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $113.2M | 1,704,628 | 0.02% | 31q | -2.9%-$3.3M |
| Bank of New York Mellon Corp | $112.3M | 1,691,149 | 0.02% | 31q | -5.2%-$6.2M |
| Qube Research & Technologies Ltd | $109.1M | 1,642,520 | 0.10% | 17q | -3.4%-$3.9M |
| PANAGORA ASSET MANAGEMENT INC | $105.8M | 1,592,903 | 0.32% | 4q | -5.3%-$5.9M |
| ROYAL LONDON ASSET MANAGEMENT LTD | $98.8M | 1,487,868 | 0.18% | 2q | +17.5%+$14.7M |
| MENORA MIVTACHIM HOLDINGS LTD. | $95.6M | 1,440,000 | 0.37% | new | NEW |
| BNP PARIBAS FINANCIAL MARKETS | $88.3M | 1,329,973 | 0.03% | 31q | +2215.9%+$84.5M |
| Alyeska Investment Group, L.P. | $87.4M | 1,316,321 | 0.22% | 2q | +86.7%+$40.6M |
| VANGUARD FIDUCIARY TRUST CO | $86.1M | 1,296,778 | 0.02% | 2q | +1.0%+$823.6K |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $84.7M | 1,275,000 | 0.12% | 9q | +155.0%+$51.5M |
| Zurich Insurance Group Ltd/FI | $82.2M | 1,238,590 | 0.57% | 6q | +2800.7%+$79.4M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $80.6M incl. $66.6M options CALL+PUT | 210,863 | 0.01% | 31q | +1982.6%+$76.8M |
| AMERIPRISE FINANCIAL INC | $78.7M | 1,185,100 | 0.02% | 31q | -18.9%-$18.3M |
| JANE STREET GROUP, LLC | $76.5M incl. $31.9M options CALL+PUT | 671,536 | 0.01% | 27q | +9.3%+$6.5M |
| FMR LLC | $70.0M | 1,054,386 | 0.00% | 31q | -46.4%-$60.6M |
| UBS Group AG | $69.5M | 1,046,968 | 0.01% | 31q | -26.3%-$24.8M |
| Gotham Asset Management, LLC | $63.1M | 950,255 | 0.15% | 19q | -10.9%-$7.7M |
| Clark Capital Management Group, Inc. | $62.2M | 937,373 | 0.34% | new | NEW |
| Oribel Capital Management, LP | $60.9M incl. $30.4M options PUT | 458,300 | 1.85% | 2q | +6.8%+$3.9M |
| JONES FINANCIAL COMPANIES LLLP | $57.2M | 839,428 | 0.02% | 12q | +4.2%+$2.3M |
| Polar Capital Holdings Plc | $57.1M | 860,516 | 0.13% | new | NEW |
| TODD ASSET MANAGEMENT LLC | $56.1M | 844,851 | 1.00% | 13q | +17.4%+$8.3M |
| Nuveen, LLC | $55.9M | 841,976 | 0.01% | 6q | +4.8%+$2.5M |
| RHUMBLINE ADVISERS | $54.6M | 822,355 | 0.04% | 31q | +34.9%+$14.1M |
| NATIXIS ADVISORS, LLC | $53.6M | 880,671 | 0.06% | 31q | +4.3%+$2.2M |
| Hill City Capital, LP | $53.3M | 802,170 | 1.24% | new | NEW |
| Merewether Investment Management, LP | $53.2M | 801,595 | 1.00% | new | NEW |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $47.0M | 707,784 | 0.07% | 3q | -5.7%-$2.8M |
| Castle Hook Partners LP | $46.0M | 693,016 | 0.21% | new | NEW |
| FIRST TRUST ADVISORS LP | $42.8M | 644,368 | 0.03% | 31q | +18.3%+$6.6M |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | $42.5M | 639,599 | 0.29% | 30q | +16.3%+$6.0M |
| Bridgewater Associates, LP | $41.4M | 623,455 | 0.17% | 14q | -4.0%-$1.7M |
| ACK Asset Management LLC | $39.8M | 600,000 | 4.65% | new | NEW |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $39.6M | 596,334 | 0.01% | 14q | -3.3%-$1.3M |
| Schonfeld Strategic Advisors LLC | $39.0M | 587,016 | 0.14% | 11q | +723.9%+$34.2M |
| HSBC HOLDINGS PLC | $35.8M | 540,280 | 0.01% | 31q | -28.4%-$14.2M |
| Leith Wheeler Investment Counsel Ltd. | $35.3M | 531,201 | 2.68% | 6q | +7.8%+$2.5M |
| GREAT LAKES ADVISORS, LLC | $34.8M | 524,466 | 0.26% | 31q | -22.0%-$9.8M |
| California Public Employees Retirement System | $34.5M | 519,996 | 0.02% | 31q | -2.4%-$858.6K |
| Covalis Capital LLP | $34.1M | 514,287 | 1.93% | 2q | +236.8%+$24.0M |
| BARCLAYS PLC | $34.0M incl. $22.1M options CALL | 180,299 | 0.01% | 31q | +76.1%+$14.7M |
| J. Goldman & Co LP | $34.0M incl. $6.4M options CALL | 414,992 | 0.88% | new | NEW |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $32.8M | 497,366 | 0.02% | 31q | -15.9%-$6.2M |
| SEB Asset Management AB | $31.6M | 475,853 | 0.12% | 2q | -49.3%-$30.7M |
| WELLS FARGO & COMPANY/MN | $31.4M | 473,480 | 0.01% | 31q | +2.4%+$738.3K |
| PRINCIPAL FINANCIAL GROUP INC | $30.9M | 465,696 | 0.02% | 31q | +0.8%+$231.7K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $30.3M | 457,059 | 0.11% | 7q | +18.0%+$4.6M |
| ENVESTNET ASSET MANAGEMENT INC | $29.6M | 445,609 | 0.01% | 31q | +61.8%+$11.3M |
| STOREBRAND ASSET MANAGEMENT AS | $29.4M | 442,603 | 0.07% | 26q | +4.9%+$1.4M |
| MACKENZIE FINANCIAL CORP | $29.2M | 439,159 | 0.03% | 2q | +273.2%+$21.3M |
| CITADEL ADVISORS LLC | $29.1M CALL+PUT | options only | 0.00% | 31q | OPTIONS |
| PEAK6 LLC | $28.4M CALL | options only | 0.06% | 7q | OPTIONS |
| MACQUARIE GROUP LTD | $28.4M | 427,194 | 0.12% | 2q | +2.4%+$663.9K |
| IEQ CAPITAL, LLC | $28.2M | 424,655 | 0.13% | 15q | -23.2%-$8.5M |
| Freestone Grove Partners LP | $28.0M | 422,272 | 0.18% | 2q | -52.2%-$30.6M |
| Quantinno Capital Management LP | $28.0M | 422,066 | 0.03% | 19q | +10.6%+$2.7M |
| Swiss National Bank | $27.5M | 413,484 | 0.01% | 31q | -2.3%-$650.7K |
| SG Americas Securities, LLC | $27.4M | 413,109 | 0.02% | 31q | -50.5%-$28.0M |
| Driehaus Capital Management LLC | $26.1M | 392,776 | 0.15% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $25.7M | 387,704 | 0.01% | 7q | +19.7%+$4.2M |
| FRANKLIN RESOURCES INC | $24.7M | 372,661 | 0.01% | 31q | -9.5%-$2.6M |
| Arbejdsmarkedets Tillaegspension | $24.7M | 371,600 | 0.54% | 2q | +277.2%+$18.1M |
| NEW YORK STATE COMMON RETIREMENT FUND | $22.7M | 341,850 | 0.03% | 31q | -2.2%-$508.6K |
| Balyasny Asset Management L.P. | $21.7M | 326,209 | 0.03% | 2q | -69.3%-$48.8M |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | $21.6M | 325,109 | 0.09% | new | NEW |
| GAMCO INVESTORS, INC. ET AL | $21.0M | 315,900 | 0.19% | 31q | -0.6%-$119.5K |
| Legal & General Group Plc | $20.8M | 313,690 | 0.00% | 31q | -3.1%-$662.5K |
| Nishkama Capital, LLC | $20.2M | 304,949 | 0.62% | new | NEW |
| Mawer Investment Management Ltd. | $19.6M | 295,797 | 0.13% | 13q | -64.5%-$35.8M |
| Cerity Partners LLC | $18.6M | 280,557 | 0.02% | 24q | -6.2%-$1.2M |
Showing the largest 100 of 827 reported holders.
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 | 227 | $607.2M | 10,117,282 | 29 | 76 | 64 | 0.0% |
| Q2 2026 | 827 | $14.5B | 215,183,255 | 170 | 228 | 284 | 2.0% |
| Q1 2026 | 725 | $11.5B | 207,949,400 | 109 | 217 | 252 | 1.9% |
| Q4 2025 | 677 | $10.0B | 220,753,681 | 78 | 216 | 231 | 0.8% |
| Q3 2025 | 647 | $9.5B | 213,330,239 | 120 | 195 | 214 | 1.6% |
| Q2 2025 | 597 | $7.4B | 217,782,396 | 98 | 192 | 221 | 1.1% |
| Q1 2025 | 572 | $6.4B | 220,305,022 | 69 | 196 | 212 | 1.0% |
| Q4 2024 | 637 | $7.0B | 219,648,652 | 73 | 210 | 225 | 0.6% |
| Q3 2024 | 612 | $7.9B | 216,487,321 | 63 | 194 | 240 | 1.0% |
| Q2 2024 | 643 | $7.3B | 223,307,163 | 85 | 200 | 230 | 1.2% |
| Q1 2024 | 663 | $8.1B | 231,805,267 | 67 | 216 | 269 | 1.1% |
| Q4 2023 | 686 | $8.2B | 226,862,441 | 75 | 195 | 269 | 1.4% |
| Q3 2023 | 691 | $9.1B | 224,281,240 | 57 | 244 | 236 | 0.7% |
| Q2 2023 | 729 | $10.8B | 221,498,971 | 91 | 258 | 226 | 0.4% |
| Q1 2023 | 713 | $11.0B | 226,092,962 | 118 | 246 | 208 | 0.5% |
| Q4 2022 | 657 | $8.8B | 218,599,282 | 108 | 204 | 211 | 0.7% |
| Q3 2022 | 580 | $22.1B | 698,818,004 | 54 | 213 | 194 | 0.3% |
| Q2 2022 | 597 | $22.9B | 673,698,804 | 68 | 216 | 208 | 0.3% |
| Q1 2022 | 596 | $23.2B | 591,955,655 | 59 | 237 | 201 | 0.3% |
| Q4 2021 | 622 | $26.4B | 584,609,234 | 82 | 193 | 195 | 0.3% |
| Q3 2021 | 574 | $29.4B | 675,557,287 | 42 | 192 | 218 | 0.2% |
| Q2 2021 | 620 | $24.8B | 509,128,777 | 86 | 204 | 197 | 0.3% |
| Q1 2021 | 581 | $21.6B | 585,580,670 | 99 | 188 | 194 | 0.3% |
| Q4 2020 | 551 | $12.6B | 482,728,517 | 74 | 248 | 133 | 0.4% |
| Q3 2020 | 523 | $26.7B | 833,325,990 | 76 | 164 | 181 | 0.2% |
| Q2 2020 | 502 | $34.7B | 1,095,438,806 | 88 | 163 | 165 | 0.2% |
| Q1 2020 | 478 | $30.5B | 1,341,620,640 | 69 | 175 | 152 | 0.1% |
| Q4 2019 | 515 | $21.4B | 492,478,528 | 63 | 163 | 157 | 0.2% |
| Q3 2019 | 487 | $17.1B | 465,383,573 | 40 | 181 | 165 | 0.4% |
| Q2 2019 | 514 | $17.8B | 422,552,108 | 56 | 165 | 174 | 0.5% |
| Q1 2019 | 525 | $19.1B | 494,812,698 | 60 | 174 | 182 | 0.3% |
| Q4 2018 | 524 | $16.6B | 521,302,567 | 8 | 11 | 12 | 0.1% |