BorgWarner Inc.
MX ˙ BMV ˙ US0997241064
SecurityMX:BWA / BorgWarner Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership11,284,040 shares
Ownership 5.20%
Dimensional Fund Advisors Lp ownership in BWA / BorgWarner Inc.

2025-01-23 - Dimensional Fund Advisors Lp has filed an SCHEDULE 13G form with the Securities and Exchange Commission (SEC) disclosing ownership of 11,284,040 shares of BorgWarner Inc. (MX:BWA). This represents 5.2 percent ownership of the company.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2025-01-23 2025-01-23 13G 11,284,040 5.20

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F BORGWARNER COM 099724106 11,926,322 -35,160 -0.29 647,098 20.06 0.1344
2026-02-12 2025-12-31 13F BORGWARNER COM 099724106 11,961,482 178,853 1.52 538,996 4.06 0.1131
2025-11-12 2025-09-30 13F BORGWARNER COM 099724106 11,782,629 155,871 1.34 517,960 33.06 0.1111
2025-08-12 2025-06-30 13F BORGWARNER COM 099724106 11,626,758 58,131 0.50 389,269 17.45 0.0901
2025-05-13 2025-03-31 13F BORGWARNER COM 099724106 11,568,627 284,587 2.52 331,429 -7.61 0.0824
2025-02-13 2024-12-31 13F BORGWARNER COM 099724106 11,284,040 753,344 7.15 358,720 -6.13 0.0862
2024-11-07 2024-09-30 13F BORGWARNER COM 099724106 10,530,696 1,901,963 22.04 382,164 37.38 0.0927
2024-08-09 2024-06-30 13F BORGWARNER COM 099724106 8,628,733 1,640,503 23.48 278,190 14.59 0.0727
2024-05-10 2024-03-31 13F BORGWARNER COM 099724106 6,988,230 181,636 2.67 242,771 -0.51 0.0657
2024-02-07 2023-12-31 13F BORGWARNER COM 099724106 6,806,594 -327,989 -4.60 244,019 -15.28 0.0713
2023-11-09 2023-09-30 13F BORGWARNER COM 099724106 7,134,583 -8,386 -0.12 288,030 -17.55 0.0945
2023-08-09 2023-06-30 13F BORGWARNER COM 099724106 7,142,969 51,385 0.72 349,358 0.32 0.1113
2023-05-12 2023-03-31 13F BORGWARNER COM 099724106 7,091,584 67,706 0.96 348,258 123,395.74 0.1173
2023-02-09 2022-12-31 13F BORGWARNER COM 099724106 7,023,878 174,934 2.55 283 -99.87 0.0835
2022-11-10 2022-09-30 13F BORGWARNER COM 099724106 6,848,944 204,210 3.07 215,062 -3.02 0.0826
2022-08-12 2022-06-30 13F BORGWARNER COM 099724106 6,644,734 150,344 2.31 221,748 -12.23 0.0795
2022-05-13 2022-03-31 13F BORGWARNER COM 099724106 6,494,390 184,060 2.92 252,641 -11.17 0.0778
2022-02-09 2021-12-31 13F BORGWARNER COM 099724106 6,310,330 -7,844 -0.12 284,402 4.17 0.0860
2021-11-12 2021-09-30 13F BORGWARNER COM 099724106 6,318,174 22,749 0.36 273,023 -10.65 0.0879
2021-08-12 2021-06-30 13F BORGWARNER COM 099724106 6,295,425 -61,704 -0.97 305,576 3.68 0.0967
2021-05-14 2021-03-31 13F BORGWARNER COM 099724106 6,357,129 104,001 1.66 294,719 21.97 0.0975
2021-03-08 2020-12-31 13F/A-2 BORGWARNER COM 099724106 6,253,128 208,441 3.45 241,630 3.20 0.0873
2021-02-11 2020-12-31 13F BORGWARNER COM 099724106 6,253,128 208,441 241,630 87,263.9127
2020-11-12 2020-09-30 13F BORGWARNER COM 099724106 6,044,687 47,076 0.78 234,148 10.60 0.0993
2020-08-13 2020-06-30 13F BORGWARNER COM 099724106 5,997,611 445,713 8.03 211,708 56.47 0.0931
2020-05-14 2020-03-31 13F BORGWARNER COM 099724106 5,551,898 567,185 11.38 135,301 -37.43 0.0705
2020-02-14 2019-12-31 13F BORGWARNER COM 099724106 4,984,713 163,305 3.39 216,238 22.28 0.0788
2019-11-12 2019-09-30 13F BORGWARNER COM 099724106 4,821,408 354,266 7.93 176,844 -5.70 0.0687
2019-08-13 2019-06-30 13F BORGWARNER COM 099724106 4,467,142 416,081 10.27 187,540 20.53 0.0728
2019-08-12 2019-03-31 13F/A-2 BORGWARNER COM 099724106 4,051,061 414,322 11.39 155,592 23.15 0.0620
2019-05-10 2019-03-31 13F BORGWARNER COM 099724106 4,051,061 414,322 155,592
2019-02-26 2018-12-31 13F/A-1 BORGWARNER COM 099724106 3,636,739 879,547 31.90 126,343 7.11 0.0572
2019-02-13 2018-12-31 13F BORGWARNER COM 099724106 3,636,739 879,547 126,343
2018-11-13 2018-09-30 13F BORGWARNER COM 099724106 2,757,192 220,684 8.70 117,951 7.73 0.0449
2018-08-10 2018-06-30 13F BORGWARNER COM 099724106 2,536,508 73,548 2.99 109,489 -11.50 0.0436
2018-05-11 2018-03-31 13F BORGWARNER COM 099724106 2,462,960 -5,936 -0.24 123,714 -1.93 0.0516
2018-02-12 2017-12-31 13F BORGWARNER COM 099724106 2,468,896 -13,877 -0.56 126,155 -0.80 0.0523
2017-11-13 2017-09-30 13F BORGWARNER COM 099724106 2,482,773 -66,568 -2.61 127,178 17.78 0.0556
2017-08-11 2017-06-30 13F BORGWARNER COM 099724106 2,549,341 -16,607 -0.65 107,976 0.69 0.0499
2017-05-12 2017-03-31 13F BORGWARNER COM 099724106 2,565,948 496,065 23.97 107,231 31.35 0.0512
2017-02-09 2016-12-31 13F BORGWARNER COM 099724106 2,069,883 92,446 4.68 81,639 17.38 0.0408
2016-11-10 2016-09-30 13F BORGWARNER COM 099724106 1,977,437 240,266 13.83 69,553 35.64 0.0376
2016-08-09 2016-06-30 13F BORGWARNER COM 099724106 1,737,171 341,926 24.51 51,279 -4.28 0.0295
2016-05-13 2016-03-31 13F BORGWARNER COM 099724106 1,395,245 342,360 32.52 53,572 17.69 0.0321
2016-02-10 2015-12-31 13F BORGWARNER COM 099724106 1,052,885 77,188 7.91 45,519 12.18 0.0284
2015-11-13 2015-09-30 13F BORGWARNER COM 099724106 975,697 91,934 10.40 40,576 -19.23 0.0266
2015-08-14 2015-06-30 13F BORGWARNER COM 099724106 883,763 142,674 19.25 50,238 12.09 0.0308
2015-05-14 2015-03-31 13F BORGWARNER COM 099724106 741,089 22,921 3.19 44,821 13.57 0.0283
2015-02-06 2014-12-31 13F BORGWARNER COM 099724106 718,168 123,448 20.76 39,466 26.11 0.0259
2014-11-13 2014-09-30 13F BORGWARNER COM 099724106 594,720 178,576 42.91 31,296 15.36 0.0222
2014-08-08 2014-06-30 13F BORGWARNER COM 099724106 416,144 7,062 1.73 27,129 7.92 0.0189
2014-05-14 2014-03-31 13F BORGWARNER COM 099724106 409,082 592 0.14 25,139 10.07 0.0188
2014-02-12 2013-12-31 13F BORGWARNER COM 099724106 408,490 203,147 98.93 22,839 9.71 0.0178
2013-11-13 2013-09-30 13F BORGWARNER COM 099724106 205,343 21,066 11.43 20,818 31.13 0.0180
2013-08-15 2013-06-30 13F BORGWARNER COM 099724106 184,277 184,277 15,876 0.0150
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.