BorgWarner Inc.
MX ˙ BMV ˙ US0997241064
SecurityMX:BWA / BorgWarner Inc.
InstitutionPrincipal Financial Group Inc
Latest Disclosed Ownership462,207 shares
Latest Disclosed Value $ 25,079,353
Principal Financial Group Inc reports 0.47% increase in ownership of BWA / BorgWarner Inc.

On May 4, 2026 - Principal Financial Group Inc filed a 13F-HR form disclosing ownership of 462,207 shares of BorgWarner Inc. (MX:BWA) valued at $25,079,353 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 460,064 shares of BorgWarner Inc.. This represents a change in shares of 0.47% 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)
2026-05-04 2026-03-31 13F BORGWARNER COM 099724106 462,207 2,143 0.47 25,079 20.98 0.0134
2026-02-02 2025-12-31 13F BORGWARNER COM 099724106 460,064 -577,780 -55.67 20,730 -54.56 0.0106
2025-11-04 2025-09-30 13F BORGWARNER COM 099724106 1,037,844 -45,672 -4.22 45,624 25.77 0.0230
2025-08-08 2025-06-30 13F BORGWARNER COM 099724106 1,083,516 -1,633 -0.15 36,276 16.68 0.0192
2025-04-28 2025-03-31 13F BORGWARNER COM 099724106 1,085,149 837,668 338.48 31,090 295.18 0.0174
2025-01-31 2024-12-31 13F BORGWARNER COM 099724106 247,481 -14,359 -5.48 7,867 -17.21 0.0043
2024-10-31 2024-09-30 13F BORGWARNER COM 099724106 261,840 7,559 2.97 9,502 15.91 0.0052
2024-07-29 2024-06-30 13F BORGWARNER COM 099724106 254,281 -8,908 -3.38 8,198 -10.34 0.0049
2024-04-29 2024-03-31 13F BORGWARNER COM 099724106 263,189 -6,170 -2.29 9,143 -5.31 0.0054
2024-02-07 2023-12-31 13F BORGWARNER COM 099724106 269,359 -14,685 -5.17 9,657 -15.79 0.0062
2023-11-02 2023-09-30 13F BORGWARNER COM 099724106 284,044 -15,244 -5.09 11,467 -21.67 0.0082
2023-08-07 2023-06-30 13F BORGWARNER COM 099724106 299,288 -30,156 -9.15 14,638 -9.52 0.0100
2023-05-09 2023-03-31 13F BORGWARNER COM 099724106 329,444 31,936 10.73 16,179 35.11 0.0116
2023-02-09 2022-12-31 13F BORGWARNER COM 099724106 297,508 -25,873 -8.00 11,975 17.92 0.0090
2022-11-09 2022-09-30 13F BORGWARNER COM 099724106 323,381 -42,745 -11.67 10,154 -16.89 0.0081
2022-08-10 2022-06-30 13F BORGWARNER COM 099724106 366,126 70,747 23.95 12,218 6.34 0.0090
2022-05-09 2022-03-31 13F BORGWARNER COM 099724106 295,379 4,407 1.51 11,490 -12.38 0.0046
2022-05-09 2022-03-31 13F BORGWARNER COM 099724106 272,108 10,585
2022-02-09 2021-12-31 13F BORGWARNER COM 099724106 290,972 -10,879 -3.60 13,114 0.54 0.0078
2021-11-09 2021-09-30 13F BORGWARNER COM 099724106 301,851 -29,130 -8.80 13,043 -18.82 0.0085
2021-08-10 2021-06-30 13F BORGWARNER COM 099724106 330,981 6,375 1.96 16,066 6.76 0.0104
2021-05-10 2021-03-31 13F BORGWARNER COM 099724106 324,606 -30,008 -8.46 15,049 9.83 0.0106
2021-02-23 2020-12-31 13F/A-1 BORGWARNER COM 099724106 354,614 59,698 20.24 13,702 19.93 0.0101
2021-02-08 2020-12-31 13F BORGWARNER COM 099724106 354,614 59,698 13,702 5,390.5780
2020-11-06 2020-09-30 13F BORGWARNER COM 099724106 294,916 -139,570 -32.12 11,425 -25.51 0.0096
2020-08-05 2020-06-30 13F BORGWARNER COM 099724106 434,486 21,469 5.20 15,337 52.38 0.0136
2020-05-12 2020-03-31 13F BORGWARNER COM 099724106 413,017 -1,387 -0.33 10,065 -44.01 0.0111
2020-02-05 2019-12-31 13F BORGWARNER COM 099724106 414,404 -12,244 -2.87 17,977 14.88 0.0150
2019-11-13 2019-09-30 13F BORGWARNER COM 099724106 426,648 33,361 8.48 15,649 -5.22 0.0138
2019-08-12 2019-06-30 13F BORGWARNER COM 099724106 393,287 4,988 1.28 16,510 10.69 0.0148
2019-05-10 2019-03-31 13F BORGWARNER COM 099724106 388,299 57,226 17.29 14,915 29.68 0.0139
2019-02-14 2018-12-31 13F BORGWARNER COM 099724106 331,073 8,169 2.53 11,501 -16.74 0.0123
2018-11-14 2018-09-30 13F BORGWARNER COM 099724106 322,904 17,995 5.90 13,814 4.97 0.0122
2018-08-13 2018-06-30 13F BORGWARNER COM 099724106 304,909 -8,200 -2.62 13,160 -16.32 0.0121
2018-05-14 2018-03-31 13F BORGWARNER COM 099724106 313,109 -1,216 -0.39 15,727 -2.07 0.0151
2018-02-12 2017-12-31 13F BORGWARNER COM 099724106 314,325 4,212 1.36 16,059 1.08 0.0148
2017-11-02 2017-09-30 13F BORGWARNER COM 099724106 310,113 -10,909 -3.40 15,887 16.82 0.0154
2017-08-08 2017-06-30 13F BORGWARNER COM 099724106 321,022 -39,278 -10.90 13,599 -9.68 0.0136
2017-05-11 2017-03-31 13F BORGWARNER COM 099724106 360,300 32,165 9.80 15,057 16.35 0.0181
2017-02-13 2016-12-31 13F BORGWARNER COM 099724106 328,135 2,487 0.76 12,941 12.96 0.0164
2016-11-10 2016-09-30 13F BORGWARNER COM 099724106 325,648 -7,813 -2.34 11,456 16.38 0.0151
2016-08-09 2016-06-30 13F BORGWARNER COM 099724106 333,461 7,300 2.24 9,844 -21.41 0.0137
2016-05-10 2016-03-31 13F BORGWARNER COM 099724106 326,161 1,591 0.49 12,525 -10.74 0.0182
2016-02-09 2015-12-31 13F BORGWARNER COM 099724106 324,570 3,159 0.98 14,032 4.97 0.0208
2015-11-12 2015-09-30 13F/A-1 BORGWARNER COM 099724106 321,411 1,844 0.58 13,367 -26.41 0.0210
2015-11-09 2015-09-30 13F BORGWARNER COM 099724106 321,411 13,367
2015-08-10 2015-06-30 13F BORGWARNER COM 099724106 319,567 7,279 2.33 18,164 -3.83 0.0271
2015-05-14 2015-03-31 13F/A-1 BORGWARNER COM 099724106 312,288 -5,683 -1.79 18,888 8.10 0.0281
2015-05-12 2015-03-31 13F BORGWARNER COM 099724106 312,288 18,887
2015-02-12 2014-12-31 13F BORGWARNER COM 099724106 317,971 6,576 2.11 17,472 6.65 0.0271
2014-11-13 2014-09-30 13F BORGWARNER COM 099724106 311,395 -2,960 -0.94 16,382 -20.06 0.0278
2014-08-12 2014-06-30 13F BORGWARNER COM 099724106 314,355 -1,110 -0.35 20,493 5.68 0.0345
2014-05-13 2014-03-31 13F BORGWARNER COM 099724106 315,465 -122,729 -28.01 19,392 -20.85 0.0346
2014-02-12 2013-12-31 13F BORGWARNER COM 099724106 438,194 280,376 177.66 24,499 53.11 0.0457
2013-11-05 2013-09-30 13F BORGWARNER COM 099724106 157,818 -5,860 -3.58 16,001 13.47 0.0330
2013-08-12 2013-06-30 13F BORGWARNER COM 099724106 163,678 163,678 14,101 0.0312
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.