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 4.05% of its assets in BorgWarner shares.

BWA Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockBorgWarner93.67%0.67%5.66%
SectorConsumer Cyclical Stocks 59.80%12.55%27.65%
IndustryAuto Parts Stocks 61.85%9.60%28.54%
IdeaElectric Vehicle Stocks List21.46%16.47%62.08%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group26.52M11.65%$855.14M
Blackrock15.42M6.77%$497.30M
Victory capital management12.98M5.70%$418.61M
Harris associates l p10.62M4.67%$342.49M
Dimensional fund advisors lp8.63M3.79%$278.19M
State street8.43M3.70%$271.67M
Geode capital management6.17M2.71%$198.62M
Invesco6.13M2.69%$197.73M
Alliancebernstein5.48M2.41%$176.61M
Pacer advisors5.25M2.35%$167.00M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Kopion asset management339.13K7.57%$10.78M
Biechele royce advisors441.27K4.80%$14.23M
Turtle creek asset management3.90M3.24%$125.76M
Arbor wealth advisors107.41K3.04%$3.41M
683 capital management1.10M2.68%$35.46M
Moon capital management lp95.89K2.62%$3.09M
Keene & associates97.24K2.56%$3.14M
Covalis capital llp553.18K2.42%$17.83M
Ballast asset management, lp97.98K1.71%$3.16M
Edmp47.41K1.43%$1.51M

Top Buyers

HolderShares% AssetsChange
Balyasny asset management4.76M0.27%3.67M
Bank of america corp /de/5.01M0.01%2.60M
Norges bank2.05M0.01%2.05M
Point72 asset management2.45M0.21%1.92M
Dimensional fund advisors lp8.63M0.07%1.64M

Top Sellers

HolderShares% AssetsChange
Blackrock15.42M0.01%-2.69M
Nordea investment management ab---1.91M
State street8.43M0.01%-1.36M
American century companies2.97M0.06%-1.29M
Grantham, mayo, van otterloo1.61M0.18%-867.45K

New Positions

HolderShares% AssetsChangeValue
Norges bank2.05M0.01%2.05M$65.97M
Deprince race & zollo576.55K0.41%576.55K$18.59M
Covalis capital llp553.18K2.42%553.18K$17.83M
Adage capital partners gp468.51K0.03%468.51K$15.10M
Cambria investment management367.98K0.73%367.98K$11.86M

Sold Out

HolderChange
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


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 2024614-5.25%208,986,857-4.97%930.99%264-15.38%2504.60%
Jun 30, 2024636-4.79%219,483,4481.10%961.06%3041.33%236-15.41%
Mar 31, 2024668-3.05%217,094,992-1.15%951.06%300-7.98%2791.82%
Dec 31, 2023689-0.14%219,628,873-0.50%941.06%3261.24%2749.60%
Sep 30, 2023690-6.25%220,737,9480.23%941.06%322-14.36%2500.40%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Victory Sycamore Established Value R8.86M4.05%-40.00K
Vanguard Total Stock Mkt Idx Inv6.86M3.14%-308.41K
Oakmark Investor6.62M3.03%-
Vanguard Institutional 500 Index Trust5.92M2.71%-205.11K
Vanguard Small Cap Index5.57M2.55%-175.96K
Pacer US Cash Cows 100 ETF5.22M2.39%-
Invesco S&P 500® Equal Weight ETF4.28M1.96%4.68K
Vanguard Small Cap Value Index Inv3.70M1.69%-187.59K
DFA US Small Cap Value I2.82M1.29%167.05K
Fidelity 500 Index2.81M1.29%19.15K

Recent Insider Transactions


DateNameRoleActivityValue
Nov 27, 2024Demmerle Stefan Vice PresidentSell$704.15K
Nov 14, 2024Demmerle Stefan Vice PresidentSell$748.08K
Nov 11, 2024Weng Volker Vice PresidentSell$690.79K
Nov 11, 2024McKenzie Isabelle Vice PresidentSell$197.33K
Nov 11, 2024Farrell Paul Arthur EVP & Chief Strategy OfficerSell$698.54K

Insider Transactions Trends


DateBuySell
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 7.57% of its assets in 339.13K BorgWarner shares, valued at 10.78M$.

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 4.05% of its total shares outstanding invested in 8.86M BorgWarner shares.

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