BorgWarner Inc.
MX ˙ BMV ˙ US0997241064
SecurityMX:BWA / BorgWarner Inc.
InstitutionStifel Financial Corp
Latest Disclosed Ownership5,686 shares
Latest Disclosed Value $ 308,543
Stifel Financial Corp reports 23.96% decrease in ownership of BWA / BorgWarner Inc.

On May 12, 2026 - Stifel Financial Corp filed a 13F-HR form disclosing ownership of 5,686 shares of BorgWarner Inc. (MX:BWA) valued at $308,543 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 7,478 shares of BorgWarner Inc.. This represents a change in shares of -23.96% 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)
2026-05-12 2026-03-31 13F BORGWARNER COM 099724106 5,686 -1,792 -23.96 309 -8.33 0.0001
2026-02-13 2025-12-31 13F BORGWARNER COM 099724106 7,478 -28 -0.37 337 2.13 0.0003
2025-11-12 2025-09-30 13F BORGWARNER COM 099724106 7,506 -15,910 -67.94 330 -57.98 0.0003
2025-08-14 2025-06-30 13F BORGWARNER COM 099724106 23,416 913 4.06 784 21.58 0.0008
2025-05-14 2025-03-31 13F BORGWARNER COM 099724106 22,503 -4,605 -16.99 645 -25.20 0.0007
2025-02-13 2024-12-31 13F BORGWARNER COM 099724106 27,108 -9,257 -25.46 862 -34.72 0.0009
2024-11-14 2024-09-30 13F BORGWARNER COM 099724106 36,365 3,337 10.10 1,320 23.97 0.0014
2024-08-13 2024-06-30 13F BORGWARNER COM 099724106 33,028 -6,627 -16.71 1,065 -22.73 0.0012
2024-05-14 2024-03-31 13F BORGWARNER COM 099724106 39,655 -93,570 -70.23 1,378 -71.17 0.0016
2024-02-12 2023-12-31 13F BORGWARNER COM 099724106 133,225 -11,886 -8.19 4,776 -18.47 0.0060
2023-11-13 2023-09-30 13F BORGWARNER COM 099724106 145,111 -11,004 -7.05 5,858 -23.27 0.0082
2023-08-14 2023-06-30 13F BORGWARNER COM 099724106 156,115 3,835 2.52 7,636 2.10 0.0104
2023-05-12 2023-03-31 13F BORGWARNER COM 099724106 152,280 33,220 27.90 7,479 56.05 0.0107
2023-02-13 2022-12-31 13F BORGWARNER COM 099724106 119,060 10,784 9.96 4,792 40.98 0.0072
2022-11-14 2022-09-30 13F BORGWARNER COM 099724106 108,276 -1,117 -1.02 3,399 -6.88 0.0056
2022-08-15 2022-06-30 13F BORGWARNER COM 099724106 109,393 -1,983 -1.78 3,650 -15.78 0.0057
2022-05-13 2022-03-31 13F BORGWARNER COM 099724106 111,376 1,752 1.60 4,334 -12.28 0.0059
2022-02-14 2021-12-31 13F BORGWARNER COM 099724106 109,624 -14,268 -11.52 4,941 -7.71 0.0065
2021-11-15 2021-09-30 13F BORGWARNER COM 099724106 123,892 -30,731 -19.87 5,354 -28.65 0.0079
2021-08-13 2021-06-30 13F BORGWARNER COM 099724106 154,623 -4,953 -3.10 7,504 1.43 0.0112
2021-05-14 2021-03-31 13F BORGWARNER COM 099724106 159,576 -151,137 -48.64 7,398 -38.39 0.0122
2021-02-12 2020-12-31 13F BORGWARNER COM 099724106 310,713 6,284 2.06 12,007 1.81 0.0214
2020-11-16 2020-09-30 13F BORGWARNER COM 099724106 304,429 -101,212 -24.95 11,793 -17.64 0.0243
2020-08-14 2020-06-30 13F BORGWARNER COM 099724106 405,641 -18,793 -4.43 14,319 38.41 0.0329
2020-05-14 2020-03-31 13F BORGWARNER COM 099724106 424,434 1,219 0.29 10,345 -43.68 0.0286
2020-02-13 2019-12-31 13F BORGWARNER COM 099724106 423,215 -32,712 -7.17 18,368 9.80 0.0383
2019-11-19 2019-09-30 13F/A-1 BORGWARNER COM 099724106 455,927 -106,751 -18.97 16,728 -29.19 0.0427
2019-11-13 2019-09-30 13F BORGWARNER COM 099724106 455,927 -106,751 16,728 9,376.8824
2019-08-14 2019-06-30 13F BORGWARNER COM 099724106 562,678 4,630 0.83 23,624 10.22 0.0609
2019-05-14 2019-03-31 13F BORGWARNER COM 099724106 558,048 -8,822 -1.56 21,434 8.82 0.0606
2019-02-13 2018-12-31 13F BORGWARNER COM 099724106 566,870 -27,451 -4.62 19,696 -22.52 0.0637
2018-11-13 2018-09-30 13F BORGWARNER COM 099724106 594,321 -43,981 -6.89 25,421 -7.71 0.0728
2018-08-14 2018-06-30 13F BORGWARNER COM 099724106 638,302 -25,030 -3.77 27,546 -17.35 0.0845
2018-05-11 2018-03-31 13F BORGWARNER COM 099724106 663,332 -7,782 -1.16 33,327 -2.83 0.1052
2018-02-14 2017-12-31 13F BORGWARNER COM 099724106 671,114 -23,403 -3.37 34,297 -3.60 0.1087
2017-11-13 2017-09-30 13F BORGWARNER COM 099724106 694,517 18,227 2.70 35,579 24.22 0.1235
2017-08-14 2017-06-30 13F BORGWARNER COM 099724106 676,290 26,561 4.09 28,643 5.49 0.1064
2017-05-10 2017-03-31 13F BORGWARNER COM 099724106 649,729 47,157 7.83 27,152 14.25 0.1051
2017-02-16 2016-12-31 13F BORGWARNER COM 099724106 602,572 -4,896 -0.81 23,765 11.21 0.1009
2016-11-15 2016-09-30 13F BORGWARNER COM 099724106 607,468 -8,482 -1.38 21,369 17.52 0.0961
2016-08-17 2016-06-30 13F BORGWARNER COM 099724106 615,950 -22,918 -3.59 18,184 -25.87 0.0841
2016-05-16 2016-03-31 13F BORGWARNER COM 099724106 638,868 17,167 2.76 24,531 -8.77 0.1307
2016-03-21 2015-12-31 13F/A-2 BORGWARNER COM 099724106 621,701 -384,785 -38.23 26,888 -35.70 0.1400
2016-02-26 2015-12-31 13F/A-1 BORGWARNER COM 099724106 672,819 51,118 28,657 0.1498
2016-02-16 2015-12-31 13F BORGWARNER COM 099724106 660,376 28,151
2015-11-16 2015-09-30 13F BORGWARNER COM 099724106 1,006,486 -168,818 -14.36 41,815 -37.41 0.2349
2015-08-17 2015-06-30 13F/A-1 BORGWARNER COM 099724106 1,175,304 33,037 2.89 66,807 -3.32 0.3454
2015-08-17 2015-06-30 13F BORGWARNER COM 099724106 1,175,028 66,793
2015-05-14 2015-03-31 13F BORGWARNER COM 099724106 1,142,267 152,626 15.42 69,099 27.27 0.3782
2015-02-13 2014-12-31 13F BORGWARNER COM 099724106 989,641 960,592 3,306.80 54,293 3,453.21 0.3017
2014-11-13 2014-09-30 13F BORGWARNER COM 099724106 29,049 5,044 21.01 1,528 -2.36 0.0134
2014-08-14 2014-06-30 13F BORGWARNER COM 099724106 24,005 12,493 108.52 1,565 121.05 0.0141
2014-05-15 2014-03-31 13F BORGWARNER COM 099724106 11,512 11,512 708 0.0068
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.