BorgWarner Ownership | Who Owns BorgWarner?
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 4.05% 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 | 59.80% | 12.55% | 27.65% |
Industry | Auto Parts Stocks | 61.85% | 9.60% | 28.54% |
Idea | Electric Vehicle Stocks List | 21.46% | 16.47% | 62.08% |
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 |
Pacer advisors | 5.25M | 2.35% | $167.00M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Kopion asset management | 339.13K | 7.57% | $10.78M |
Biechele royce advisors | 441.27K | 4.80% | $14.23M |
Turtle creek asset management | 3.90M | 3.24% | $125.76M |
Arbor wealth advisors | 107.41K | 3.04% | $3.41M |
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 |
Edmp | 47.41K | 1.43% | $1.51M |
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 |
Nvwm | -5.00 |
Financial gravity asset management | -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 | 8.86M | 4.05% | -40.00K |
Vanguard Total Stock Mkt Idx Inv | 6.86M | 3.14% | -308.41K |
Oakmark Investor | 6.62M | 3.03% | - |
Vanguard Institutional 500 Index Trust | 5.92M | 2.71% | -205.11K |
Vanguard Small Cap Index | 5.57M | 2.55% | -175.96K |
Pacer US Cash Cows 100 ETF | 5.22M | 2.39% | - |
Invesco S&P 500® Equal Weight ETF | 4.28M | 1.96% | 4.68K |
Vanguard Small Cap Value Index Inv | 3.70M | 1.69% | -187.59K |
DFA US Small Cap Value I | 2.82M | 1.29% | 167.05K |
Fidelity 500 Index | 2.81M | 1.29% | 19.15K |
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
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