BorgWarner Inc.
MX ˙ BMV ˙ US0997241064
SecurityMX:BWA / BorgWarner Inc.
InstitutionMercer Global Advisors Inc /adv
Latest Disclosed Ownership117,639 shares
Latest Disclosed Value $ 6,383,109
Mercer Global Advisors Inc /adv reports 0.04% increase in ownership of BWA / BorgWarner Inc.

On May 15, 2026 - Mercer Global Advisors Inc /adv filed a 13F-HR form disclosing ownership of 117,639 shares of BorgWarner Inc. (MX:BWA) valued at $6,383,109 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 117,587 shares of BorgWarner Inc.. This represents a change in shares of 0.04% 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 117,639 52 0.04 6,383 20.48 0.0094
2026-02-17 2025-12-31 13F BORGWARNER COM 099724106 117,587 693 0.59 5,298 3.11 0.0081
2025-11-14 2025-09-30 13F BORGWARNER COM 099724106 116,894 64,251 122.05 5,139 191.60 0.0086
2025-08-14 2025-06-30 13F BORGWARNER COM 099724106 52,643 14,332 37.41 1,762 60.62 0.0036
2025-05-15 2025-03-31 13F BORGWARNER COM 099724106 38,311 -5,008 -11.56 1,098 -20.33 0.0025
2025-02-14 2024-12-31 13F BORGWARNER COM 099724106 43,319 43,319 1,377 0.0034
2024-05-15 2024-03-31 13F BORGWARNER COM 099724106 0 -102,851 -100.00 0 -100.00
2024-02-15 2023-12-31 13F BORGWARNER COM 099724106 102,851 3,444 3.46 4 -25.00 0.0111
2023-11-15 2023-09-30 13F/A-1 BORGWARNER COM 099724106 99,407 -1,929 -1.90 4 0.00 0.0152
2023-11-14 2023-09-30 13F BORGWARNER COM 099724106 99,407 -1,929 4 0.0152
2023-08-14 2023-06-30 13F BORGWARNER COM 099724106 101,336 11,765 13.13 5 0.00 0.0197
2023-05-16 2023-03-31 13F BORGWARNER COM 099724106 89,571 37,017 70.44 4 100.00 0.0200
2023-02-09 2022-12-31 13F BORGWARNER COM 099724106 52,554 3,107 6.28 2 -99.87 0.0106
2022-11-15 2022-09-30 13F BORGWARNER COM 099724106 49,447 1,461 3.04 1,553 -3.00 0.0092
2022-08-10 2022-06-30 13F BORGWARNER COM 099724106 47,986 -3,395 -6.61 1,601 -19.91 0.0098
2022-05-10 2022-03-31 13F BORGWARNER COM 099724106 51,381 -1,323 -2.51 1,999 -15.83 0.0118
2022-02-04 2021-12-31 13F BORGWARNER COM 099724106 52,704 3,734 7.63 2,375 12.24 0.0147
2021-11-10 2021-09-30 13F BORGWARNER COM 099724106 48,970 -2,043 -4.00 2,116 -14.54 0.0148
2021-08-10 2021-06-30 13F BORGWARNER COM 099724106 51,013 1,350 2.72 2,476 7.56 0.0190
2021-08-10 2021-03-31 13F/A-1 BORGWARNER COM 099724106 49,663 -35,062 -41.38 2,302 -29.69 0.0209
2021-05-11 2021-03-31 13F BORGWARNER COM 099724106 49,007 -35,718 2,272 0.0218
2021-02-12 2020-12-31 13F BORGWARNER COM 099724106 84,725 -181 -0.21 3,274 -0.46 0.0409
2020-12-10 2020-09-30 13F BORGWARNER COM 099724106 84,906 36,336 74.81 3,289 91.78 0.0495
2020-08-10 2020-06-30 13F BORGWARNER COM 099724106 48,570 16,765 52.71 1,715 121.29 0.0311
2020-05-18 2020-03-31 13F BORGWARNER COM 099724106 31,805 13,784 76.49 775 -0.90 0.0171
2020-02-13 2019-12-31 13F BORGWARNER INC COM COM 099724106 18,021 1,180 7.01 782 26.74 0.0156
2019-11-12 2019-09-30 13F BORGWARNER INC COM COM 099724106 16,841 866 5.42 617 -8.05 0.0145
2019-08-14 2019-06-30 13F BORGWARNER INC COM COM 099724106 15,975 -4,360 -21.44 671 -14.08 0.0178
2019-04-23 2019-03-31 13F/A-1 BORGWARNER INC COM COM 099724106 20,335 20,335 781 0.0281
2019-04-12 2019-03-31 13F BORGWARNER INC COM COM 099724106 20,131 699 0.0373
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.