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BorgWarner Inc.

BWA Consumer Discretionary
$61.07 $-0.25 (-0.41%)
Market Cap: $12.44 B
Gurus Holding
13
Popularity Rank
#191
% of Shares Held
5.86%
Net Activity (Q2 2026)
+$698,476.61

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 Q2 2026, a total of 13 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $728.42 M.

Top institutional holders include Cliff Asness and Steven Cohen.

Institutional sentiment is currently Bullish. This is evidenced by a $698,476.61 net inflow during the quarter.

Recent activity highlights Steven Cohen who dramatically increased their stake. Conversely, Jefferies Group reduced exposure by 58.5%.

Key Holders

Top 5 by Value

$380.05 M
$142.9 M
$117.16 M
$63.1 M
$41.4 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$143.8 M
Total Buy Value
New Buys 2
Additions 1
-$143.1 M
Total Sell Value
Reductions 9
Sold Out 0

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
9
Net Buyers
3

FAQs for BorgWarner Inc. (BWA)

Major holders include Cliff Asness ($380.05 M), Steven Cohen ($142.9 M), HOTCHKIS & WILEY ($117.16 M). According to the latest reported data, 13 tracked investment managers collectively hold approximately 11.93 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $698,476.61, with 3 managers increasing positions and 9 managers reducing holdings.

During the most recent reporting period, 9 managers trimmed their positions, while 0 fully exited BWA. The total reported sell value was $143.1 M.

Yes, 2 managers opened new positions in BWA, and 1 increased their existing holdings. The total reported buy value was $143.8 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.13% Reduce -20.4% 5,749,595 $380.05 M Q2 2026
0.16% Add 23812.7% 2,152,141 $142.9 M Q2 2026
0.34% Reduce -16.1% 1,764,422 $117.16 M Q2 2026
0.15% Reduce -10.9% 950,255 $63.1 M Q2 2026
0.17% Reduce -4.1% 623,455 $41.4 M Q2 2026
0.19% Reduce -0.6% 315,900 $20.98 M Q2 2026
0.04% Reduce -39.1% 274,001 $18.19 M Q2 2026
0.04% Reduce -15.3% 55,049 $3.66 M Q2 2026
0.02% New Buy 19,400 $1.29 M Q2 2026
0.01% Reduce -58.5% 12,725 $844,940 Q2 2026
0.00% 7,602 $504,773 Q2 2026
0.00% New Buy 3,050 $202,574 Q2 2026
0.00% Reduce -38.7% 106 $6,984 Q2 2026
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SEC Form