BorgWarner Inc.
MX ˙ BMV ˙ US0997241064
SecurityMX:BWA / BorgWarner Inc.
InstitutionLPL Financial LLC
Latest Disclosed Ownership66,284 shares
Latest Disclosed Value $ 3,596,593
LPL Financial LLC reports 98.50% increase in ownership of BWA / BorgWarner Inc.

On May 6, 2026 - LPL Financial LLC filed a 13F-HR form disclosing ownership of 66,284 shares of BorgWarner Inc. (MX:BWA) valued at $3,596,593 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 33,393 shares of BorgWarner Inc.. This represents a change in shares of 98.50% 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)
2026-05-06 2026-03-31 13F BORGWARNER COM 099724106 66,284 32,891 98.50 3,597 139.10 0.0010
2026-02-11 2025-12-31 13F BORGWARNER COM 099724106 33,393 -2,238 -6.28 1,505 -3.96 0.0004
2025-11-12 2025-09-30 13F BORGWARNER COM 099724106 35,631 4,829 15.68 1,566 51.89 0.0005
2025-08-12 2025-06-30 13F BORGWARNER COM 099724106 30,802 -13,486 -30.45 1,031 -18.69 0.0003
2025-05-07 2025-03-31 13F BORGWARNER COM 099724106 44,288 -1,696 -3.69 1,269 -13.21 0.0005
2025-02-11 2024-12-31 13F BORGWARNER COM 099724106 45,984 -13,807 -23.09 1,462 -32.64 0.0006
2024-11-08 2024-09-30 13F BORGWARNER COM 099724106 59,791 10,803 22.05 2,170 37.37 0.0010
2024-08-07 2024-06-30 13F BORGWARNER COM 099724106 48,988 -5,524 -10.13 1,579 -16.59 0.0008
2024-05-10 2024-03-31 13F BORGWARNER COM 099724106 54,512 4,243 8.44 1,894 5.05 0.0010
2024-02-14 2023-12-31 13F BORGWARNER COM 099724106 50,269 -21,069 -29.53 1,802 -37.41 0.0011
2023-11-13 2023-09-30 13F BORGWARNER COM 099724106 71,338 12,134 20.50 2,880 -0.55 0.0020
2023-07-31 2023-06-30 13F BORGWARNER COM 099724106 59,204 9,156 18.29 2,896 17.83 0.0021
2023-05-10 2023-03-31 13F BORGWARNER COM 099724106 50,048 10,227 25.68 2,458 53.37 0.0019
2023-02-07 2022-12-31 13F BORGWARNER COM 099724106 39,821 -3,405 -7.88 1,603 18.05 0.0014
2022-11-14 2022-09-30 13F BORGWARNER COM 099724106 43,226 6,121 16.50 1,357 9.61 0.0013
2022-08-12 2022-06-30 13F BORGWARNER COM 099724106 37,105 7,892 27.02 1,238 8.98 0.0012
2022-05-16 2022-03-31 13F BORGWARNER COM 099724106 29,213 -1,605 -5.21 1,136 -18.21 0.0010
2022-02-14 2021-12-31 13F BORGWARNER COM 099724106 30,818 2,588 9.17 1,389 13.85 0.0012
2021-11-15 2021-09-30 13F BORGWARNER COM 099724106 28,230 -41,088 -59.27 1,220 -63.74 0.0011
2021-08-13 2021-06-30 13F BORGWARNER COM 099724106 69,318 7,150 11.50 3,365 16.76 0.0034
2021-05-14 2021-03-31 13F BORGWARNER COM 099724106 62,168 -111,711 -64.25 2,882 -57.11 0.0033
2021-02-12 2020-12-31 13F BORGWARNER COM 099724106 173,879 144,762 497.17 6,719 495.66 0.0087
2020-11-09 2020-09-30 13F BORGWARNER COM 099724106 29,117 3,510 13.71 1,128 24.78 0.0018
2020-08-13 2020-06-30 13F BORGWARNER COM 099724106 25,607 5,698 28.62 904 86.39 0.0016
2020-05-14 2020-03-31 13F BORGWARNER COM 099724106 19,909 -2,722 -12.03 485 -50.61 0.0010
2020-02-14 2019-12-31 13F BORGWARNER COM 099724106 22,631 3,926 20.99 982 43.15 0.0018
2019-11-13 2019-09-30 13F BORGWARNER COM 099724106 18,705 9,351 99.97 686 74.55 0.0014
2019-08-09 2019-06-30 13F BORGWARNER COM 099724106 9,354 -5,191 -35.69 393 -29.70 0.0008
2019-05-08 2019-03-31 13F BORGWARNER COM 099724106 14,545 2,222 18.03 559 30.61 0.0013
2019-02-07 2018-12-31 13F BORGWARNER COM 099724106 12,323 12,323 428 0.0011
2018-11-14 2018-09-30 13F BORGWARNER COM 099724106 0 -7,575 -100.00 0 -100.00
2018-08-14 2018-06-30 13F BORGWARNER COM 099724106 7,575 -5,819 -43.44 327 -51.41 0.0009
2018-05-15 2018-03-31 13F BORGWARNER COM 099724106 13,394 -518 -3.72 673 -5.34 0.0019
2018-02-14 2017-12-31 13F BORGWARNER COM 099724106 13,912 1,706 13.98 711 13.76 0.0022
2017-11-14 2017-09-30 13F BORGWARNER COM 099724106 12,206 1,387 12.82 625 36.46 0.0022
2017-08-14 2017-06-30 13F BORGWARNER COM 099724106 10,819 10,819 458 0.0017
2016-08-15 2016-06-30 13F BORG WARNER COM 099724106 0 -12,448 -100.00 0 -100.00
2016-05-16 2016-03-31 13F BORG WARNER COM 099724106 12,448 -9,019 -42.01 448 -50.11 0.0012
2016-02-12 2015-12-31 13F BORG WARNER COM 099724106 21,467 -9,479 -30.63 898 -32.63 0.0025
2015-11-13 2015-09-30 13F BORG WARNER COM 099724106 30,946 4,655 17.71 1,333 -10.78 0.0073
2015-08-14 2015-06-30 13F BORG WARNER COM 099724106 26,291 -15,599 -37.24 1,494 -40.64 0.0076
2015-05-14 2015-03-31 13F BORG WARNER COM 099724106 41,890 -9,386 -18.30 2,517 -10.68 0.0129
2015-02-13 2014-12-31 13F BORG WARNER COM 099724106 51,276 -2,121 -3.97 2,818 -1.05 0.0154
2014-11-10 2014-09-30 13F BORG WARNER COM 099724106 53,397 5,101 10.56 2,848 -9.53 0.0170
2014-08-05 2014-06-30 13F/A-1 BORG WARNER COM 099724106 48,296 -945 -1.92 3,148 4.00 0.0183
2014-08-05 2014-06-30 13F BORG WARNER COM 099724106 48,296 1,693
2014-05-12 2014-03-31 13F BORG WARNER COM 099724106 49,241 -8,967 -15.41 3,027 -6.98 0.0186
2014-02-13 2013-12-31 13F BORG WARNER COM 099724106 58,208 31,409 117.20 3,254 17.90 0.0203
2013-11-04 2013-09-30 13F BORG WARNER COM 099724106 26,799 1,975 7.96 2,760 29.03 0.0184
2013-08-15 2013-06-30 13F BORG WARNER COM 099724106 24,824 24,824 2,139 0.0154
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.