BorgWarner Ownership | Who Owns BorgWarner?

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BorgWarner Ownership Summary

BorgWarner is owned by 93.67% institutional investors, 0.67% insiders, and 5.66% retail investors. Vanguard group is the largest institutional shareholder, holding 11.65% of BWA shares. Victory Sycamore Established Value R is the top mutual fund, with 3.91% of its assets in BorgWarner shares.

BWA Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	BorgWarner	93.67%	0.67%	5.66%
Sector	Consumer Cyclical Stocks	59.40%	12.64%	27.96%
Industry	Auto Parts Stocks	61.85%	9.60%	28.54%
Idea	Electric Vehicle Stocks List	18.64%	14.87%	66.49%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	26.52M	11.65%	$855.14M
Blackrock	15.42M	6.77%	$497.30M
Victory capital management	12.98M	5.70%	$418.61M
Harris associates l p	10.62M	4.67%	$342.49M
Dimensional fund advisors lp	8.63M	3.79%	$278.19M
State street	8.43M	3.70%	$271.67M
Geode capital management	6.17M	2.71%	$198.62M
Invesco	6.13M	2.69%	$197.73M
Alliancebernstein	5.48M	2.41%	$176.61M
Bank of america corp /de/	5.01M	2.20%	$161.41M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Kopion asset management	358.26K	8.20%	$11.55M
Biechele royce advisors	441.27K	4.80%	$14.23M
Arbor wealth advisors	107.91K	3.43%	$3.48M
Turtle creek asset management	3.90M	3.24%	$125.76M
683 capital management	1.10M	2.68%	$35.46M
Moon capital management lp	95.89K	2.62%	$3.09M
Keene & associates	97.24K	2.56%	$3.14M
Covalis capital llp	553.18K	2.42%	$17.83M
Ballast asset management, lp	97.98K	1.71%	$3.16M
Lipe & dalton	80.73K	1.40%	$2.60M

Top Buyers

Holder	Shares	% Assets	Change
Balyasny asset management	4.76M	0.27%	3.67M
Bank of america corp /de/	5.01M	0.01%	2.60M
Norges bank	2.05M	0.01%	2.05M
Point72 asset management	2.45M	0.21%	1.92M
Dimensional fund advisors lp	8.63M	0.07%	1.64M

Top Sellers

Holder	Shares	% Assets	Change
Blackrock	15.42M	0.01%	-2.69M
Nordea investment management ab	-	-	-1.91M
State street	8.43M	0.01%	-1.36M
American century companies	2.97M	0.06%	-1.29M
Grantham, mayo, van otterloo	1.61M	0.18%	-867.45K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	2.05M	0.01%	2.05M	$65.97M
Deprince race & zollo	576.55K	0.41%	576.55K	$18.59M
Covalis capital llp	553.18K	2.42%	553.18K	$17.83M
Adage capital partners gp	468.51K	0.03%	468.51K	$15.10M
Cambria investment management	367.98K	0.73%	367.98K	$11.86M

Sold Out

Holder	Change
Abich financial wealth management	-3.00
Mine & arao wealth creation & management, llc.	-3.00
Voisard asset management group	-4.00
Financial gravity asset management	-7.00
Opal wealth advisors	-7.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	614	-5.25%	208,986,857	-4.97%	93	0.99%	264	-15.38%	250	4.60%
Jun 30, 2024	636	-4.79%	219,483,448	1.10%	96	1.06%	304	1.33%	236	-15.41%
Mar 31, 2024	668	-3.05%	217,094,992	-1.15%	95	1.06%	300	-7.98%	279	1.82%
Dec 31, 2023	689	-0.14%	219,628,873	-0.50%	94	1.06%	326	1.24%	274	9.60%
Sep 30, 2023	690	-6.25%	220,737,948	0.23%	94	1.06%	322	-14.36%	250	0.40%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Victory Sycamore Established Value R	8.90M	3.91%	-230.00K
Vanguard Total Stock Mkt Idx Inv	7.21M	3.30%	-23.71K
Oakmark Investor	6.62M	2.91%	-
Vanguard Institutional 500 Index Trust	6.04M	2.76%	69.98K
Vanguard Small Cap Index	5.71M	2.61%	11.20K
Pacer US Cash Cows 100 ETF	4.64M	2.12%	-2.65K
Invesco S&P 500® Equal Weight ETF	4.03M	1.84%	18.36K
Vanguard Small Cap Value Index Inv	3.86M	1.76%	-1.33K
Fidelity 500 Index	2.80M	1.28%	-6.95K
SPDR® S&P 500® ETF Trust	2.76M	1.26%	938.00

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 27, 2024	Demmerle Stefan	Vice President	Sell	$704.15K
Nov 14, 2024	Demmerle Stefan	Vice President	Sell	$748.08K
Nov 11, 2024	Weng Volker	Vice President	Sell	$690.79K
Nov 11, 2024	McKenzie Isabelle	Vice President	Sell	$197.33K
Nov 11, 2024	Farrell Paul Arthur	EVP & Chief Strategy Officer	Sell	$698.54K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	6
2024 Q3	-	4
2024 Q2	-	-
2024 Q1	-	5
2023 Q3	-	-

BWA Ownership FAQ

Who Owns BorgWarner?

BorgWarner shareholders are primarily institutional investors at 93.67%, followed by 0.67% insiders and 5.66% retail investors. The average institutional ownership in BorgWarner's industry, Auto Parts Stocks , is 61.85%, which BorgWarner exceeds.

Who owns the most shares of BorgWarner?

BorgWarner’s largest shareholders are Vanguard group (26.52M shares, 11.65%), Blackrock (15.42M shares, 6.77%), and Victory capital management (12.98M shares, 5.70%). Together, they hold 24.13% of BorgWarner’s total shares outstanding.

Does Blackrock own BorgWarner?

Yes, BlackRock owns 6.77% of BorgWarner, totaling 15.42M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 497.3M$. In the last quarter, BlackRock decreased its holdings by -2.69M shares, a -14.85% change.

Who is BorgWarner’s biggest shareholder by percentage of total assets invested?

Kopion asset management is BorgWarner’s biggest shareholder by percentage of total assets invested, with 8.20% of its assets in 358.26K BorgWarner shares, valued at 11.55M$.

Who is the top mutual fund holder of BorgWarner shares?

Victory Sycamore Established Value R is the top mutual fund holder of BorgWarner shares, with 3.91% of its total shares outstanding invested in 8.9M BorgWarner shares.

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