BorgWarner Inc.
MX ˙ BMV ˙ US0997241064
SecurityMX:BWA / BorgWarner Inc.
InstitutionGlobal Retirement Partners, LLC
Latest Disclosed Ownership5,582 shares
Latest Disclosed Value $ 251,525
Global Retirement Partners, LLC reports 933.70% increase in ownership of BWA / BorgWarner Inc.

On February 6, 2026 - Global Retirement Partners, LLC filed a 13F-HR form disclosing ownership of 5,582 shares of BorgWarner Inc. (MX:BWA) valued at $251,525 USD as of December 31, 2025. The entity filed a previous 13F-HR on October 21, 2025 disclosing 540 shares of BorgWarner Inc.. This represents a change in shares of 933.70% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-02-06 2025-12-31 13F BORGWARNER COM 099724106 5,582 5,042 933.70 252 991.30 0.0045
2025-10-21 2025-09-30 13F BORGWARNER COM 099724106 540 -42 -7.22 24 21.05 0.0005
2025-08-12 2025-06-30 13F BORGWARNER COM 099724106 582 -71 -10.87 19 -5.00 0.0005
2025-01-31 2024-12-31 13F BORGWARNER COM 099724106 653 -713 -52.20 21 -59.18 0.0006
2024-10-16 2024-09-30 13F BORGWARNER COM 099724106 1,366 -104 -7.07 50 4.26 0.0015
2024-07-23 2024-06-30 13F BORGWARNER COM 099724106 1,470 -30 -2.00 47 -9.62 0.0015
2024-04-23 2024-03-31 13F BORGWARNER COM 099724106 1,500 36 2.46 52 8.33 0.0019
2024-01-18 2023-12-31 13F BORGWARNER COM 099724106 1,464 -1,336 -47.71 48 -55.96 0.0020
2023-10-13 2023-09-30 13F BORGWARNER COM 099724106 2,800 353 14.43 110 -8.40 0.0055
2023-07-20 2023-06-30 13F BORGWARNER COM 099724106 2,447 6 0.25 120 5.31 0.0058
2023-05-08 2023-03-31 13F BORGWARNER COM 099724106 2,441 997 69.04 113 94.83 0.0060
2023-02-13 2022-12-31 13F BORGWARNER COM 099724106 1,444 208 16.83 58 26.09 0.0040
2022-11-03 2022-09-30 13F BORGWARNER COM 099724106 1,236 38 3.17 46 15.00 0.0035
2022-07-15 2022-06-30 13F BORGWARNER COM 099724106 1,198 -64 -5.07 40 -14.89 0.0032
2022-07-14 2022-03-31 13F BORGWARNER COM 099724106 1,262 1,262 47 0.0037
2022-01-21 2021-12-31 13F BORGWARNER COM 099724106 0 -433 -100.00 0 -100.00
2021-10-22 2021-09-30 13F BORGWARNER COM 099724106 433 178 69.80 19 58.33 0.0019
2021-07-15 2021-06-30 13F BORGWARNER COM 099724106 255 135 112.50 12 100.00 0.0012
2021-04-14 2021-03-31 13F BORGWARNER COM 099724106 120 -197 -62.15 6 -50.00 0.0007
2021-01-13 2020-12-31 13F BORGWARNER COM 099724106 317 69 27.82 12 20.00 0.0015
2020-10-09 2020-09-30 13F BORGWARNER COM 099724106 248 0 0.00 10 11.11 0.0015
2020-07-13 2020-06-30 13F BORGWARNER COM 099724106 248 -309 -55.48 9 -35.71 0.0014
2020-04-28 2020-03-31 13F BORGWARNER COM 099724106 557 2 0.36 14 -41.67 0.0026
2020-01-23 2019-12-31 13F BORGWARNER COM 099724106 555 -21 -3.65 24 14.29 0.0037
2019-11-19 2019-09-30 13F BORGWARNER COM 099724106 576 -4 -0.69 21 -12.50 0.0035
2019-11-19 2019-06-30 13F BORGWARNER COM 099724106 580 1 0.17 24 9.09 0.0046
2019-05-07 2019-03-31 13F BORGWARNER COM 099724106 579 2 0.35 22 10.00 0.0053
2019-02-22 2018-12-31 13F BORGWARNER COM 099724106 577 210 57.22 20 25.00 0.0051
2018-10-17 2018-09-30 13F BORGWARNER COM 099724106 367 0 0.00 16 0.00 0.0036
2018-08-13 2018-06-30 13F BORGWARNER COM 099724106 367 133 56.84 16 33.33 0.0040
2018-08-10 2018-03-31 13F BORGWARNER COM 099724106 234 0 0.00 12 0.00 0.0033
2018-08-13 2017-12-31 13F BORGWARNER COM 099724106 234 -19 -7.51 12 -7.69 0.0033
2018-08-10 2017-09-30 13F BORGWARNER COM 099724106 253 -2 -0.78 13 18.18 0.0054
2018-08-10 2017-06-30 13F BORGWARNER COM 099724106 255 0 0.00 11 0.00 0.0052
2018-08-10 2017-03-31 13F BORGWARNER COM 099724106 255 0 0.00 11 10.00 0.0061
2018-08-10 2016-12-31 13F BORGWARNER COM 099724106 255 255 10 0.0067
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.