BorgWarner Inc.
MX ˙ BMV ˙ US0997241064
SecurityMX:BWA / BorgWarner Inc.
InstitutionWhittier Trust Co
Latest Disclosed Ownership1,201 shares
Latest Disclosed Value $ 63,725
Whittier Trust Co ownership in BWA / BorgWarner Inc.

On April 28, 2026 - Whittier Trust Co filed a 13F-HR form disclosing ownership of 1,201 shares of BorgWarner Inc. (MX:BWA) valued at $63,725 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 1,201 shares of BorgWarner Inc.. This represents a change in shares of 0.00% 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)
2026-04-28 2026-03-31 13F BORG common 099724106 1,201 0 0.00 64 10.53 0.0007
2026-01-26 2025-12-31 13F BORG common 099724106 1,201 0 0.00 58 7.55 0.0006
2025-10-31 2025-09-30 13F BORGWARNER common 099724106 1,201 -307 -20.36 54 6.00 0.0006
2025-07-30 2025-06-30 13F BORGWARNER INC COM US MID-CAP EQUITIES 099724106 1,508 0 0.00 50 16.28 0.0006
2025-05-02 2025-03-31 13F BORGWARNER INC COM US MID-CAP EQUITIES 099724106 1,508 0 0.00 43 -8.51 0.0006
2025-02-11 2024-12-31 13F BORGWARNER INC COM US MID-CAP EQUITIES 099724106 1,508 0 0.00 48 -12.96 0.0006
2024-10-21 2024-09-30 13F BORGWARNER INC COM US MID-CAP EQUITIES 099724106 1,508 0 0.00 55 12.50 0.0007
2024-07-29 2024-06-30 13F BORGWARNER INC COM US MID-CAP EQUITIES 099724106 1,508 -902 -37.43 49 -42.17 0.0007
2024-05-02 2024-03-31 13F BORGWARNER INC COM US MID-CAP EQUITIES 099724106 2,410 -239 -9.02 84 -11.70 0.0012
2024-01-11 2023-12-31 13F BORGWARNER INC COM US MID-CAP EQUITIES 099724106 2,649 -2,955 -52.73 95 -58.41 0.0015
2023-10-27 2023-09-30 13F BORGWARNER INC COM US MID-CAP EQUITIES 099724106 5,604 -206 -3.55 226 -20.42 0.0040
2023-07-24 2023-06-30 13F BORGWARNER INC COM US MID-CAP EQUITIES 099724106 5,810 155 2.74 284 2.53 0.0049
2023-04-21 2023-03-31 13F BORGWARNER INC COM US MID-CAP EQUITIES 099724106 5,655 4,110 266.02 278 346.77 0.0051
2023-01-25 2022-12-31 13F BORGWARNER INC COM US MID-CAP EQUITIES 099724106 1,545 0 0.00 62 29.17 0.0012
2022-10-21 2022-09-30 13F BORGWARNER INC COM US MID-CAP EQUITIES 099724106 1,545 0 0.00 48 -7.69 0.0010
2022-07-28 2022-06-30 13F BORGWARNER INC COM US MID-CAP EQUITIES 099724106 1,545 -1,454 -48.48 52 -55.56 0.0011
2022-04-29 2022-03-31 13F BORGWARNER INC COM US MID-CAP EQUITIES 099724106 2,999 925 44.60 117 25.81 0.0020
2022-01-19 2021-12-31 13F BORGWARNER INC COM US MID-CAP EQUITIES 099724106 2,074 0 0.00 93 3.33 0.0015
2021-11-01 2021-09-30 13F BORGWARNER INC COM US MID-CAP EQUITIES 099724106 2,074 -136 -6.15 90 -15.89 0.0016
2021-07-29 2021-06-30 13F BORGWARNER INC COM US MID-CAP EQUITIES 099724106 2,210 525 31.16 107 37.18 0.0019
2021-04-26 2021-03-31 13F BORGWARNER INC COM US MID-CAP EQUITIES 099724106 1,685 -1,685 -50.00 78 -40.00 0.0015
2021-01-29 2020-12-31 13F BORGWARNER INC COM US MID-CAP EQUITIES 099724106 3,370 1,736 106.24 130 106.35 0.0028
2020-10-30 2020-09-30 13F BORGWARNER INC COM US MID-CAP EQUITIES 099724106 1,634 -55 -3.26 63 5.00 0.0015
2020-07-10 2020-06-30 13F BORGWARNER INC COM US MID-CAP EQUITIES 099724106 1,689 0 0.00 60 46.34 0.0017
2020-04-27 2020-03-31 13F BORGWARNER INC COM US MID-CAP EQUITIES 099724106 1,689 55 3.37 41 -42.25 0.0013
2020-01-31 2019-12-31 13F BORGWARNER INC COM US MID-CAP EQUITIES 099724106 1,634 0 0.00 71 18.33 0.0019
2019-10-18 2019-09-30 13F BORGWARNER INC COM US MID-CAP EQUITIES 099724106 1,634 0 0.00 60 -13.04 0.0017
2019-07-23 2019-06-30 13F BORGWARNER INC COM US MID-CAP EQUITIES 099724106 1,634 0 0.00 69 9.52 0.0020
2019-04-29 2019-03-31 13F BORGWARNER INC COM US MID-CAP EQUITIES 099724106 1,634 0 0.00 63 10.53 0.0019
2019-02-07 2018-12-31 13F BORGWARNER INC COM US MID-CAP EQUITIES 099724106 1,634 0 0.00 57 -18.57 0.0020
2018-10-23 2018-09-30 13F BORGWARNER INC COM US MID-CAP EQUITIES 099724106 1,634 0 0.00 70 -1.41 0.0022
2018-07-27 2018-06-30 13F/A-1 BORGWARNER INC COM US MID-CAP EQUITIES 099724106 1,634 -189 -10.37 71 -22.83 0.0023
2018-07-20 2018-06-30 13F BORGWARNER INC COM US LARGE CAP EQUITIES 099724106 3,478 1,655 227
2018-05-01 2018-03-31 13F BORGWARNER INC COM US MID-CAP EQUITIES 099724106 1,823 0 0.00 92 -1.08 0.0031
2018-02-07 2017-12-31 13F BORGWARNER INC COM US MID-CAP EQUITIES 099724106 1,823 0 0.00 93 0.00 0.0032
2017-10-23 2017-09-30 13F BORGWARNER INC COM US MID-CAP EQUITIES 099724106 1,823 -1,342 -42.40 93 -30.60 0.0034
2017-07-20 2017-06-30 13F BORGWARNER INC COM US MID-CAP EQUITIES 099724106 3,165 0 0.00 134 1.52 0.0052
2017-04-26 2017-03-31 13F BORGWARNER US LARGE CAP EQUITIES 099724106 3,165 189 6.35 132 12.82 0.0053
2017-01-18 2016-12-31 13F BORGWARNER INC COM US LARGE CAP EQUITIES 099724106 2,976 0 0.00 117 11.43 0.0050
2016-11-10 2016-09-30 13F BORGWARNER INC COM US LARGE CAP EQUITIES 099724106 2,976 0 0.00 105 19.32 0.0046
2016-07-28 2016-06-30 13F BORGWARNER INC COM US LARGE CAP EQUITIES 099724106 2,976 0 0.00 88 -22.81 0.0039
2016-04-28 2016-03-31 13F BORGWARNER INC COM US LARGE CAP EQUITIES 099724106 2,976 -1,657 -35.77 114 -43.00 0.0050
2016-02-10 2015-12-31 13F BORGWARNER INC COM US LARGE CAP EQUITIES 099724106 4,633 1,657 55.68 200 61.29 0.0091
2015-11-12 2015-09-30 13F BORGWARNER INC COM US LARGE CAP EQUITIES 099724106 2,976 -502 -14.43 124 -37.37 0.0060
2015-08-13 2015-06-30 13F BORGWARNER INC COM US LARGE CAP EQUITIES 099724106 3,478 0 0.00 198 -5.71 0.0088
2015-05-05 2015-03-31 13F BORGWARNER INC COM US LARGE CAP EQUITIES 099724106 3,478 3,478 0.00 210 0.0096
2015-02-04 2014-12-31 13F BORGWARNER INC COM US LARGE CAP EQUITIES 099724106 0 -3,478 -100.00 0 -100.00
2014-11-07 2014-09-30 13F BORGWARNER INC COM US LARGE CAP EQUITIES 099724106 3,478 0 0.00 183 -19.38 0.0089
2014-08-04 2014-06-30 13F BORGWARNER INC COM US LARGE CAP EQUITIES 099724106 3,478 0 0.00 227 6.07 0.0112
2014-05-01 2014-03-31 13F BORGWARNER INC COM US LARGE CAP EQUITIES 099724106 3,478 0 0.00 214 10.31 0.0110
2014-02-05 2013-12-31 13F BORGWARNER INC COM US SMALL AND MID-CAP EQUITIES 099724106 3,478 1,739 100.00 194 10.23 0.0099
2013-11-18 2013-09-30 13F BORGWARNER COM 099724106 1,739 -512 -22.75 176 -9.28 0.0095
2013-08-14 2013-06-30 13F BORGWARNER COM 099724106 2,251 2,251 194 0.0109
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.