John Rogers's BWA Position Overview
John Rogers (via Ariel Investments, LLC) currently holds 64,987 shares of BorgWarner Inc. (BWA) worth $3.53 M, representing 0.04% of the portfolio. First purchased in 2016-Q1, this long-term strategic position has been held for 41 quarters.
Based on 13F filings since 2013, John Rogers has maintained a long-term strategic position in BWA, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2016, adding 1.21 M shares. Largest reduction occurred in Q2 2025, reducing 621,015 shares.
Analysis based on 13F filings available since 2013 Q2
John Rogers's BorgWarner (BWA) Holding Value Over Time
Track share changes against reported price movement
Quarterly BorgWarner (BWA) Trades by John Rogers
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2025 | -621,015 | Reduce 90.53% | 64,987 | $33.48 |
| Q1 2025 | -315,641 | Reduce 31.51% | 686,002 | $28.65 |
| Q4 2024 | -62,552 | Reduce 5.88% | 1 M | $31.79 |
| Q3 2024 | +138,024 | Add 14.90% | 1.06 M | $36.29 |
| Q2 2024 | -76,619 | Reduce 7.64% | 926,171 | $32.24 |
| Q1 2024 | -176,211 | Reduce 14.95% | 1 M | $34.74 |
| Q4 2023 | -95,442 | Reduce 7.49% | 1.18 M | $35.85 |
| Q3 2023 | -61,176 | Reduce 4.58% | 1.27 M | $40.37 |
| Q2 2023 | -278,588 | Reduce 17.26% | 1.34 M | $48.91 |
| Q1 2023 | -69,898 | Reduce 4.15% | 1.61 M | $49.11 |
| Q4 2022 | -144,943 | Reduce 7.92% | 1.68 M | $40.25 |
| Q3 2022 | -56,207 | Reduce 2.98% | 1.83 M | $31.40 |
| Q2 2022 | +111,555 | Add 6.29% | 1.89 M | $33.37 |
| Q1 2022 | +41,849 | Add 2.42% | 1.77 M | $38.90 |
| Q4 2021 | +5,497 | Add 0.32% | 1.73 M | $45.07 |
| Q3 2021 | +157,593 | Add 10.05% | 1.73 M | $43.21 |
| Q2 2021 | -19,672 | Reduce 1.24% | 1.57 M | $48.54 |
| Q1 2021 | -153,527 | Reduce 8.81% | 1.59 M | $46.36 |
| Q4 2020 | -119,801 | Reduce 6.43% | 1.74 M | $38.64 |
| Q3 2020 | -223,773 | Reduce 10.73% | 1.86 M | $38.74 |
| Q2 2020 | -79,570 | Reduce 3.68% | 2.09 M | $35.30 |
| Q1 2020 | +177,225 | Add 8.92% | 2.17 M | $24.37 |
| Q4 2019 | +15,535 | Add 0.79% | 1.99 M | $43.38 |
| Q3 2019 | +8,285 | Add 0.42% | 1.97 M | $36.68 |
| Q2 2019 | +239,506 | Add 13.89% | 1.96 M | $41.98 |
| Q1 2019 | -10,376 | Reduce 0.60% | 1.72 M | $38.41 |
| Q4 2018 | +38,759 | Add 2.29% | 1.73 M | $34.74 |
| Q3 2018 | -666 | Reduce 0.04% | 1.7 M | $42.78 |
| Q2 2018 | -17,820 | Reduce 1.04% | 1.7 M | $43.16 |
| Q1 2018 | +124,199 | Add 7.81% | 1.71 M | $50.23 |
| Q4 2017 | -130,652 | Reduce 7.59% | 1.59 M | $51.09 |
| Q3 2017 | -6,482 | Reduce 0.38% | 1.72 M | $51.23 |
| Q2 2017 | -21,387 | Reduce 1.22% | 1.73 M | $42.36 |
| Q1 2017 | -3,735 | Reduce 0.21% | 1.75 M | $41.79 |
| Q4 2016 | +83,935 | Add 5.03% | 1.75 M | $39.44 |
| Q3 2016 | +342,062 | Add 25.78% | 1.67 M | $35.18 |
| Q2 2016 | +1.21 M | Add 1062.10% | 1.33 M | $29.52 |
| Q1 2016 | +114,165 | New Buy | 114,165 | $38.40 |
John Rogers's BorgWarner Investment FAQs
John Rogers first purchased BorgWarner Inc. (BWA) in Q1 2016, acquiring 114,165 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Rogers has held BorgWarner Inc. (BWA) for 41 quarters since Q1 2016.
John Rogers's largest addition to BorgWarner Inc. (BWA) was in Q2 2016, adding 1,326,716 shares worth $39.16 M.
According to the latest 13F filing for Q1 2026, John Rogers's firm, Ariel Investments, LLC, owns 64,987 shares of BorgWarner Inc. (BWA), valued at approximately $3.53 M.
As of the Q1 2026 filing, BorgWarner Inc. (BWA) represents approximately 0.04% of John Rogers's publicly disclosed stock portfolio, making it one of their key holdings.
John Rogers's peak holding in BorgWarner Inc. (BWA) was 2,165,104 shares, as reported at the end of Q1 2020.