BorgWarner Inc.
MX ˙ BMV ˙ US0997241064
SecurityMX:BWA / BorgWarner Inc.
InstitutionGeode Capital Management, Llc
Latest Disclosed Ownership4,806,106 shares
Latest Disclosed Value $ 260,829,890
Geode Capital Management, Llc reports 11.83% increase in ownership of BWA / BorgWarner Inc.

On May 15, 2026 - Geode Capital Management, Llc filed a 13F-HR form disclosing ownership of 4,806,106 shares of BorgWarner Inc. (MX:BWA) valued at $260,829,890 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 4,297,717 shares of BorgWarner Inc.. This represents a change in shares of 11.83% 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)
2026-05-15 2026-03-31 13F BORGWARNER COM 099724106 4,806,106 508,389 11.83 260,830 34.66 0.0087
2026-02-09 2025-12-31 13F BORGWARNER COM 099724106 4,297,717 423,933 10.94 193,695 13.72 0.0120
2025-11-12 2025-09-30 13F BORGWARNER COM 099724106 3,873,784 48,025 1.26 170,323 32.95 0.0109
2025-08-08 2025-06-30 13F BORGWARNER COM 099724106 3,825,759 2,855 0.07 128,107 16.93 0.0090
2025-05-13 2025-03-31 13F BORGWARNER COM 099724106 3,822,904 -1,605,191 -29.57 109,560 -36.44 0.0086
2025-02-12 2024-12-31 13F BORGWARNER COM 099724106 5,428,095 -956,271 -14.98 172,367 -25.50 0.0134
2024-11-12 2024-09-30 13F BORGWARNER COM 099724106 6,384,366 217,050 3.52 231,376 16.49 0.0187
2024-08-09 2024-06-30 13F BORGWARNER COM 099724106 6,167,316 165,869 2.76 198,621 -4.52 0.0174
2024-05-13 2024-03-31 13F BORGWARNER COM 099724106 6,001,447 627,520 11.68 208,030 8.25 0.0192
2024-02-13 2023-12-31 13F BORGWARNER COM 099724106 5,373,927 112,549 2.14 192,174 -9.33 0.0201
2023-11-13 2023-09-30 13F BORGWARNER COM 099724106 5,261,378 127,304 2.48 211,957 -15.38 0.0252
2023-08-11 2023-06-30 13F BORGWARNER COM 099724106 5,134,074 120,021 2.39 250,471 1.94 0.0294
2023-05-15 2023-03-31 13F BORGWARNER COM 099724106 5,014,053 82,471 1.67 245,705 123,993.43 0.0319
2023-02-13 2022-12-31 13F BORGWARNER COM 099724106 4,931,582 54,766 1.12 198 -99.87 0.0278
2022-11-14 2022-09-30 13F BORGWARNER COM 099724106 4,876,816 46,842 0.97 152,958 -4.93 0.0232
2022-08-12 2022-06-30 13F BORGWARNER COM 099724106 4,829,974 46,177 0.97 160,892 -13.34 0.0236
2022-05-13 2022-03-31 13F BORGWARNER COM 099724106 4,783,797 200,875 4.38 185,665 -9.89 0.0232
2022-02-11 2021-12-31 13F BORGWARNER COM 099724106 4,582,922 103,871 2.32 206,033 6.73 0.0248
2021-11-12 2021-09-30 13F BORGWARNER COM 099724106 4,479,051 122,537 2.81 193,045 -8.46 0.0260
2021-08-13 2021-06-30 13F BORGWARNER COM 099724106 4,356,514 36,779 0.85 210,897 5.58 0.0291
2021-05-12 2021-03-31 13F BORGWARNER COM 099724106 4,319,735 -14,812 -0.34 199,758 19.52 0.0306
2021-02-12 2020-12-31 13F BORGWARNER COM 099724106 4,334,547 491,364 12.79 167,129 12.42 0.0281
2020-11-13 2020-09-30 13F BORGWARNER COM 099724106 3,843,183 -989 -0.03 148,669 9.73 0.0291
2020-08-13 2020-06-30 13F BORGWARNER COM 099724106 3,844,172 141,335 3.82 135,483 50.39 0.0290
2020-05-14 2020-03-31 13F BORGWARNER COM 099724106 3,702,837 -328,506 -8.15 90,087 -48.40 0.0235
2020-02-20 2019-12-31 13F/A-1 BORGWARNER COM 099724106 4,031,343 199,878 5.22 174,594 24.39 0.0365
2020-02-13 2019-12-31 13F BORGWARNER COM 099724106 4,031,343 199,878 174,594 22,250.4744
2019-11-12 2019-09-30 13F BORGWARNER COM 099724106 3,831,465 404,775 11.81 140,359 -2.28 0.0328
2019-08-14 2019-06-30 13F BORGWARNER COM 099724106 3,426,690 275,241 8.73 143,634 18.85 0.0348
2019-05-14 2019-03-31 13F BORGWARNER COM 099724106 3,151,449 -38,929 -1.22 120,855 9.20 0.0313
2019-03-06 2018-12-31 13F/A-1 BORGWARNER COM 099724106 3,190,378 219,190 7.38 110,671 -12.79 0.0342
2019-02-13 2018-12-31 13F BORGWARNER COM 099724106 3,190,378 219,190 110,671
2018-11-13 2018-09-30 13F BORGWARNER COM 099724106 2,971,188 116,823 4.09 126,901 3.18 0.0358
2018-08-14 2018-06-30 13F BORGWARNER COM 099724106 2,854,365 263,892 10.19 122,985 -5.27 0.0378
2018-05-15 2018-03-31 13F BORGWARNER COM 099724106 2,590,473 175,527 7.27 129,824 5.42 0.0423
2018-02-13 2017-12-31 13F BORGWARNER COM 099724106 2,414,946 157,162 6.96 123,155 6.66 0.0418
2017-11-14 2017-09-30 13F BORGWARNER COM 099724106 2,257,784 55,457 2.52 115,461 23.95 0.0426
2017-08-14 2017-06-30 13F BORGWARNER COM 099724106 2,202,327 44,752 2.07 93,149 3.44 0.0366
2017-06-21 2017-03-31 13F/A-1 BORG WARNER INC COM COM 099724106 2,157,575 143,927 7.15 90,048 13.51 0.0369
2017-05-12 2017-03-31 13F BORG WARNER INC COM COM 099724106 2,157,575 90,048
2017-02-14 2016-12-31 13F BORG WARNER INC COM COM 099724106 2,013,648 52,637 2.68 79,331 15.16 0.0369
2016-11-10 2016-09-30 13F BORG WARNER INC COM COM 099724106 1,961,011 -40,543 -2.03 68,889 16.77 0.0347
2016-08-12 2016-06-30 13F BORG WARNER INC COM COM 099724106 2,001,554 -54,199 -2.64 58,994 -25.14 0.0321
2016-05-13 2016-03-31 13F BORG WARNER INC COM COM 099724106 2,055,753 292,756 16.61 78,802 3.62 0.0418
2016-02-12 2015-12-31 13F BORG WARNER INC COM COM 099724106 1,762,997 5,416 0.31 76,050 4.25 0.0433
2015-11-13 2015-09-30 13F BORG WARNER INC COM COM 099724106 1,757,581 24,431 1.41 72,951 -25.80 0.0442
2015-08-14 2015-06-30 13F BORG WARNER INC COM COM 099724106 1,733,150 -47,516 -2.67 98,313 -8.57 0.0561
2015-05-14 2015-03-31 13F BORG WARNER INC COM COM 099724106 1,780,666 31,420 1.80 107,526 12.01 0.0615
2015-02-12 2014-12-31 13F BORG WARNER INC COM COM 099724106 1,749,246 143,412 8.93 95,998 13.78 0.0571
2014-11-14 2014-09-30 13F BORG WARNER INC COM COM 099724106 1,605,834 -15,933 -0.98 84,370 -20.15 0.0547
2014-08-13 2014-06-30 13F BORG WARNER INC COM COM 099724106 1,621,767 -31,442 -1.90 105,657 4.02 0.0683
2014-05-14 2014-03-31 13F BORG WARNER INC COM COM 099724106 1,653,209 8,295 0.50 101,578 10.48 0.0681
2014-02-14 2013-12-31 13F BORG WARNER INC COM COM 099724106 1,644,914 856,046 108.52 91,939 14.98 0.0637
2013-11-14 2013-09-30 13F BORG WARNER INC COM COM 099724106 788,868 17,009 2.20 79,963 20.28 0.0641
2013-08-14 2013-06-30 13F BORG WARNER INC COM COM 099724106 771,859 771,859 66,481 0.0584
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.