Guru Ownership Trend
Guru Analysis for BorgWarner Inc. (BWA)
BorgWarner Inc. (BWA), a key player in the Consumer Discretionary sector, continues to attract institutional attention.
As of Q4 2025, a total of 12 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $762.86 M.
Top institutional holders include Cliff Asness and HOTCHKIS & WILEY.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $68.61 M net inflow during the quarter.
Recent activity highlights Manning & Napier Group who opened a new position. Conversely, Jeremy Grantham reduced exposure by 11.3%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for BorgWarner Inc. (BWA)
Major holders include Cliff Asness ($415.56 M), HOTCHKIS & WILEY ($99.18 M), Ray Dalio ($40.63 M). According to the latest reported data, 12 tracked investment managers collectively hold approximately 14.52 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $68.61 M, with 7 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited BWA. The total reported sell value was $22.97 M.
Yes, 1 managers opened new positions in BWA, and 6 increased their existing holdings. The total reported buy value was $91.58 M.
