BorgWarner Inc.
MX ˙ BMV ˙ US0997241064
SecurityMX:BWA / BorgWarner Inc.
InstitutionFirst Trust Advisors Lp
Latest Disclosed Ownership544,485 shares
Latest Disclosed Value $ 29,543,779
First Trust Advisors Lp reports 73.82% increase in ownership of BWA / BorgWarner Inc.

On May 13, 2026 - First Trust Advisors Lp filed a 13F-HR form disclosing ownership of 544,485 shares of BorgWarner Inc. (MX:BWA) valued at $29,543,779 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 313,243 shares of BorgWarner Inc.. This represents a change in shares of 73.82% during the quarter.

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)
2026-05-13 2026-03-31 13F BORGWARNER COM 099724106 544,485 231,242 73.82 29,544 109.32 0.0211
2026-02-13 2025-12-31 13F BORGWARNER COM 099724106 313,243 -630 -0.20 14,115 2.30 0.0103
2025-11-12 2025-09-30 13F BORGWARNER COM 099724106 313,873 -289,607 -47.99 13,798 -31.71 0.0103
2025-08-13 2025-06-30 13F BORGWARNER COM 099724106 603,480 -72,057 -10.67 20,205 4.39 0.0162
2025-05-14 2025-03-31 13F BORGWARNER COM 099724106 675,537 -246,622 -26.74 19,354 -33.98 0.0171
2025-02-13 2024-12-31 13F BORGWARNER COM 099724106 922,159 255,586 38.34 29,315 21.19 0.0258
2024-11-13 2024-09-30 13F BORGWARNER COM 099724106 666,573 115,616 20.98 24,190 36.18 0.0230
2024-08-13 2024-06-30 13F BORGWARNER COM 099724106 550,957 27,183 5.19 17,763 -2.38 0.0181
2024-05-13 2024-03-31 13F BORGWARNER COM 099724106 523,774 -93,478 -15.14 18,196 -17.77 0.0185
2024-02-13 2023-12-31 13F BORGWARNER COM 099724106 617,252 59,675 10.70 22,128 -1.69 0.0241
2023-11-13 2023-09-30 13F BORGWARNER COM 099724106 557,577 -47,612 -7.87 22,509 -23.95 0.0267
2023-08-14 2023-06-30 13F BORGWARNER COM 099724106 605,189 -110,024 -15.38 29,600 -15.73 0.0337
2023-05-15 2023-03-31 13F BORGWARNER COM 099724106 715,213 480,484 204.70 35,124 271.80 0.0406
2023-02-09 2022-12-31 13F BORGWARNER COM 099724106 234,729 -32,106 -12.03 9,448 12.75 0.0112
2022-11-14 2022-09-30 13F BORGWARNER COM 099724106 266,835 -1,477 -0.55 8,379 -6.42 0.0109
2022-08-12 2022-06-30 13F BORGWARNER COM 099724106 268,312 -284,715 -51.48 8,954 -58.38 0.0111
2022-05-13 2022-03-31 13F BORGWARNER COM 099724106 553,027 -1,166,078 -67.83 21,513 -72.23 0.0220
2022-02-08 2021-12-31 13F BORGWARNER COM 099724106 1,719,105 661,125 62.49 77,480 69.48 0.0754
2021-11-15 2021-09-30 13F BORGWARNER COM 099724106 1,057,980 -834,003 -44.08 45,715 -50.22 0.0492
2021-10-12 2021-06-30 13F/A-1 BORGWARNER COM 099724106 1,891,983 365,102 23.91 91,837 29.74 0.0994
2021-08-16 2021-06-30 13F BORGWARNER COM 099724106 1,891,983 365,102 91,837 0.0947
2021-05-14 2021-03-31 13F BORGWARNER COM 099724106 1,526,881 320,094 26.52 70,786 51.80 0.0857
2021-02-02 2020-12-31 13F BORGWARNER COM 099724106 1,206,787 103,244 9.36 46,630 9.07 0.0618
2020-11-05 2020-09-30 13F BORGWARNER COM 099724106 1,103,543 735,407 199.77 42,751 228.98 0.0685
2020-07-22 2020-06-30 13F BORGWARNER COM 099724106 368,136 200,284 119.32 12,995 217.65 0.0225
2020-05-06 2020-03-31 13F BORGWARNER COM 099724106 167,852 -72,401 -30.14 4,091 -60.75 0.0093
2020-02-03 2019-12-31 13F BORGWARNER COM 099724106 240,253 32,322 15.54 10,422 36.65 0.0178
2019-11-04 2019-09-30 13F BORGWARNER COM 099724106 207,931 -51,076 -19.72 7,627 -29.85 0.0144
2019-07-30 2019-06-30 13F BORGWARNER COM 099724106 259,007 -123,315 -32.25 10,873 -25.96 0.0205
2019-06-19 2019-03-31 13F/A-1 BORGWARNER COM 099724106 382,322 -47,272 -11.00 14,685 -1.60 0.0292
2019-05-09 2019-03-31 13F BORGWARNER COM 099724106 382,322 -47,272 14,685
2019-02-07 2018-12-31 13F BORGWARNER COM 099724106 429,594 121,560 39.46 14,924 13.25 0.0354
2018-10-25 2018-09-30 13F BORGWARNER COM 099724106 308,034 144,399 88.24 13,178 86.60 0.0245
2018-08-02 2018-06-30 13F BORGWARNER COM 099724106 163,635 5,914 3.75 7,062 -10.86 0.0146
2018-04-23 2018-03-31 13F BORGWARNER COM 099724106 157,721 15,795 11.13 7,922 9.25 0.0182
2018-02-08 2017-12-31 13F BORGWARNER COM 099724106 141,926 27,801 24.36 7,251 24.01 0.0173
2017-10-24 2017-09-30 13F BORGWARNER COM 099724106 114,125 32,227 39.35 5,847 68.55 0.0150
2017-08-02 2017-06-30 13F BORGWARNER COM 099724106 81,898 -123,315 -60.09 3,469 -59.55 0.0093
2017-05-02 2017-03-31 13F BORGWARNER COM 099724106 205,213 -120,699 -37.03 8,576 -33.28 0.0238
2017-02-06 2016-12-31 13F BORGWARNER COM 099724106 325,912 -933,342 -74.12 12,854 -70.98 0.0383
2016-11-01 2016-09-30 13F BORGWARNER COM 099724106 1,259,254 918,008 269.02 44,301 339.76 0.1323
2016-08-04 2016-06-30 13F BORGWARNER COM 099724106 341,246 80,674 30.96 10,074 0.68 0.0317
2016-05-10 2016-03-31 13F BORGWARNER COM 099724106 260,572 -34,538 -11.70 10,006 -21.57 0.0321
2016-05-04 2015-12-31 13F/A-1 BORGWARNER COM 099724106 295,110 165,157 127.09 12,758 136.04 0.0331
2016-02-03 2015-12-31 13F BORGWARNER COM 099724106 295,110 12,758
2015-11-05 2015-09-30 13F BORGWARNER COM 099724106 129,953 -223,111 -63.19 5,405 -73.07 0.0157
2015-08-04 2015-06-30 13F BORGWARNER COM 099724106 353,064 123,236 53.62 20,068 44.37 0.0521
2015-05-04 2015-03-31 13F BORGWARNER COM 099724106 229,828 216,144 1,579.54 13,900 1,748.40 0.0408
2015-02-13 2014-12-31 13F BORGWARNER COM 099724106 13,684 -326,256 -95.97 752 -95.80 0.0025
2014-11-12 2014-09-30 13F BORGWARNER COM 099724106 339,940 23,671 7.48 17,884 -13.26 0.0703
2014-08-11 2014-06-30 13F BORGWARNER COM 099724106 316,269 124,406 64.84 20,618 74.82 0.0857
2014-05-12 2014-03-31 13F BORGWARNER COM 099724106 191,863 -78,048 -28.92 11,794 -21.85 0.0518
2014-08-08 2013-12-31 13F/A-1 BORGWARNER COM 099724106 269,911 175,032 184.48 15,091 56.87 0.0732
2014-02-13 2013-12-31 13F BORGWARNER COM 099724106 269,911 15,091
2013-11-12 2013-09-30 13F BORGWARNER COM 099724106 94,879 72,980 333.26 9,620 409.80 0.0521
2013-08-12 2013-06-30 13F BORGWARNER COM 099724106 21,899 21,899 1,887 0.0123
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.