Who holds BWAticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

BORGWARNER INC · COM · quarter ended 2026-03-31 · 8 members disclosed BWA ↗

562

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$9.8B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

263

addsholders whose share count rose or who opened the position (new + add), by shares

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of BWA ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$1.5B	27,024,218	−6,313,754	trim
2	VANGUARD PORTFOLIO MANAGEMENT LLC	$734M	13,518,484	—	no prior
3	DIMENSIONAL FUND ADVISORS LP	$647M	11,926,322	−35,160	trim
4	VANGUARD CAPITAL MANAGEMENT LLC	$504M	9,287,383	—	no prior
5	AQR CAPITAL MANAGEMENT LLC	$389M	7,224,564	−1,997,788	trim
6	STATE STREET CORP	$378M	6,975,144	−66,096	trim
7	GEODE CAPITAL MANAGEMENT, LLC	$261M	4,806,106	+508,389	add
8	VICTORY CAPITAL MANAGEMENT INC	$252M	4,651,889	−2,160,598	trim
9	FULLER & THALER ASSET MANAGEMENT, INC.	$224M	4,122,005	−2,426,879	trim
10	EARNEST PARTNERS LLC	$205M	3,778,669	−140,705	trim
11	BANK OF AMERICA CORP /DE/	$205M	3,774,056	+68,802	add
12	ALLIANCEBERNSTEIN L.P.	$161M	3,563,101	+68,228	add
13	Swedbank AB	$159M	2,933,151	+150,144	add
14	MILLENNIUM MANAGEMENT LLC	$157M	2,893,362	+792,547	add
15	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	$156M	2,884,062	+2,884,062	new
16	SEI INVESTMENTS CO	$146M	2,687,263	−129,080	trim
17	AMERICAN CENTURY COMPANIES INC	$128M	2,356,993	−211,552	trim
18	MORGAN STANLEY	$124M	2,293,168	−530,549	trim
19	Invesco Ltd.	$118M	2,178,501	+1,374,242	add
20	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	$114M	2,103,232	−97,842	trim
21	FMR LLC	$107M	1,967,322	−119,689	trim
22	Robeco Institutional Asset Management B.V.	$105M	1,943,762	+108,425	add
23	NORTHERN TRUST CORP	$105M	1,930,831	+17,921	add
24	Bank of New York Mellon Corp	$96.8M	1,784,363	−18,388	trim
25	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$95.2M	1,754,820	−122,071	trim
26	Qube Research & Technologies Ltd	$92.3M	1,700,826	−1,293,632	trim
27	PANAGORA ASSET MANAGEMENT INC	$91.2M	1,681,386	−564,494	trim
28	AMERIPRISE FINANCIAL INC	$79.3M	1,460,557	+112,482	add
29	UBS Group AG	$77.1M	1,420,570	−1,106,980	trim
30	VANGUARD FIDUCIARY TRUST CO	$69.7M	1,284,375	—	no prior
31	ROYAL LONDON ASSET MANAGEMENT LTD	$68.2M	1,265,960	+1,265,960	new
32	D. E. Shaw & Co., Inc.	$58.5M	1,077,520	+946,029	add
33	Gotham Asset Management, LLC	$57.9M	1,066,526	+188,790	add
34	BALYASNY ASSET MANAGEMENT L.P.	$57.6M	1,061,787	+1,061,787	new
35	SEB Asset Management AB	$50.9M	938,638	—	no prior
36	Freestone Grove Partners LP	$47.9M	882,867	+882,867	new
37	Mawer Investment Management Ltd.	$45.3M	834,274	−40,183	trim
38	Nuveen, LLC	$43.6M	803,593	+117,070	add
39	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$40.7M	750,434	+750,434	new
40	HSBC HOLDINGS PLC	$40.6M	754,432	−2,052,544	trim
41	TODD ASSET MANAGEMENT LLC	$39.1M	719,837	−243,681	trim
42	Alyeska Investment Group, L.P.	$38.3M	704,941	+704,941	new
43	GREAT LAKES ADVISORS, LLC	$36.5M	672,634	−349,166	trim
44	DANSKE BANK A/S	$35.4M	652,985	+160,786	add
45	Bridgewater Associates, LP	$35.3M	649,769	−251,915	trim
46	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$33.5M	616,562	+9,224	add
47	JANE STREET GROUP, LLC	$33.3M	614,560	−1,642,074	trim
48	SCHRODER INVESTMENT MANAGEMENT GROUP	$31.1M	591,607	+276,353	add
49	IEQ CAPITAL, LLC	$30.0M	552,666	+37,909	add
50	FIRST TRUST ADVISORS LP	$29.5M	544,485	+231,242	add
51	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$28.9M	532,927	+58,960	add
52	DEUTSCHE BANK AG\	$27.2M	501,566	+438,145	add
53	ADAGE CAPITAL PARTNERS GP, L.L.C.	$27.1M	500,000	−50,000	trim
54	Leith Wheeler Investment Counsel Ltd.	$26.7M	492,802	−44,361	trim
55	WELLS FARGO & COMPANY/MN	$25.1M	462,361	+79,095	add
56	PRINCIPAL FINANCIAL GROUP INC	$25.1M	462,207	+2,143	add
57	Grantham, Mayo, Van Otterloo & Co. LLC	$24.4M	449,600	−23,135	trim
58	Oribel Capital Management, LP	$23.3M	429,100	+429,100	new
59	Swiss National Bank	$23.0M	423,284	−2,700	trim
60	STOREBRAND ASSET MANAGEMENT AS	$22.9M	421,891	—	no prior
61	MACQUARIE GROUP LTD	$22.6M	417,195	+417,195	new
62	FRANKLIN RESOURCES INC	$22.3M	411,708	+212,434	add
63	Man Group plc	$22.0M	404,582	+13,563	add
64	CANADA PENSION PLAN INVESTMENT BOARD	$21.3M	393,400	−35,300	trim
65	Quantinno Capital Management LP	$20.7M	381,449	+14,957	add
66	Empowered Funds, LLC	$19.9M	365,999	+365,999	new
67	Mitsubishi UFJ Trust & Banking Corp	$19.6M	360,943	−184,429	trim
68	Aventail Capital Group, LP	$19.3M	355,404	+355,404	new
69	Quantedge Capital Pte Ltd	$19.1M	351,800	−11,600	trim
70	NEW YORK STATE COMMON RETIREMENT FUND	$19.0M	349,509	−76,184	trim
71	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	$18.9M	348,616	−16,876	trim
72	Vivaldi Capital Management LP	$18.6M	343,010	−25,403	trim
73	Legal & General Group Plc	$17.6M	323,667	−42,932	trim
74	Amundi	$17.5M	322,961	−178,856	trim
75	RAYMOND JAMES FINANCIAL INC	$17.4M	323,772	+171,292	add
76	PRUDENTIAL FINANCIAL INC	$17.3M	318,909	+127,518	add
77	BNP Paribas Asset Management Holding S.A.	$16.9M	311,352	−193,215	trim
78	Distillate Capital Partners LLC	$16.8M	309,292	+309,292	new
79	Cerity Partners LLC	$16.2M	299,195	+6,482	add
80	JUPITER ASSET MANAGEMENT LTD	$15.3M	282,052	−112,380	trim
81	Universal- Beteiligungs- und Servicegesellschaft mbH	$15.2M	279,532	+15,239	add
82	ENVESTNET ASSET MANAGEMENT INC	$14.9M	275,490	+18,242	add
83	COOKSON PEIRCE & CO INC	$14.1M	259,165	+65,687	add
84	Retirement Systems of Alabama	$13.8M	253,831	−2,917	trim
85	CWM, LLC	$12.9M	237,630	+5,681	add
86	Walleye Trading LLC	$12.7M	234,254	+226,898	add
87	STATE OF WISCONSIN INVESTMENT BOARD	$12.2M	224,286	+115,736	add
88	CITADEL ADVISORS LLC	$12.1M	223,788	+155,027	add
89	HARRIS ASSOCIATES L P	$12.0M	222,073	−1,151,851	trim
90	UniSuper Management Pty Ltd	$11.6M	214,430	0	no change
91	WEDGE CAPITAL MANAGEMENT L L P/NC	$11.3M	207,922	−38,369	trim
92	Creative Planning	$11.2M	206,478	+57,905	add
93	Mariner, LLC	$10.8M	198,653	−52,496	trim
94	VANGUARD ASSET MANAGEMENT, Ltd	$10.5M	192,674	—	no prior
95	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$9.9M	182,041	−41,587	trim
96	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$9.7M	178,353	−5,315	trim
97	Cambria Investment Management, L.P.	$9.5M	175,805	+161,063	add
98	ROYAL BANK OF CANADA	$9.5M	174,514	−73,280	trim
99	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$8.8M	162,042	−169,197	trim
100	Albar Capital Partners LLP	$8.5M	157,541	+157,541	new
101	MAC Alpha Capital Management, LP	$8.4M	155,558	−33,724	trim
102	Covalis Capital LLP	$8.3M	152,701	+152,701	new
103	CITIGROUP INC	$8.2M	150,842	−322,626	trim
104	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$8.1M	170,517	+14,783	add
105	CASTLEARK MANAGEMENT LLC	$8.1M	148,506	−8,830	trim
106	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$7.9M	145,858	−7,876	trim
107	VOYA INVESTMENT MANAGEMENT LLC	$7.7M	142,721	−17,235	trim
108	Illinois Municipal Retirement Fund	$7.7M	142,704	+38,887	add
109	Bank Julius Baer & Co. Ltd, Zurich	$7.5M	138,000	−12,477	trim
110	Boston Partners	$7.5M	137,583	+137,583	new
111	TOWLE & CO	$7.5M	137,353	−86,404	trim
112	Holocene Advisors, LP	$7.4M	137,237	+137,237	new
113	Vanguard Global Advisers, LLC	$7.4M	136,103	—	no prior
114	Crossmark Global Holdings, Inc.	$6.9M	126,797	—	no prior
115	AIA Group Ltd	$6.9M	126,357	−113,430	trim
116	Leeward Investments, LLC - MA	$6.6M	121,339	−4,206	trim
117	Kopion Asset Management, LLC	$6.6M	121,014	−77,313	trim
118	MACKENZIE FINANCIAL CORP	$6.4M	117,667	+117,667	new
119	MERCER GLOBAL ADVISORS INC /ADV	$6.4M	117,639	+52	add
120	ExodusPoint Capital Management, LP	$6.3M	115,189	+115,189	new
121	Arbor Wealth Advisors LLC	$5.9M	108,718	0	no change
122	Hillsdale Investment Management Inc.	$5.7M	105,500	+4,100	add
123	BARCLAYS PLC	$5.6M	102,357	−648,010	trim
124	MetLife Investment Management, LLC	$5.5M	101,937	−2,566	trim
125	Drum Hill Capital, LLC	$5.4M	99,964	−1,724	trim
126	Arbejdsmarkedets Tillaegspension	$5.3M	98,518	+98,518	new
127	FIFTH THIRD BANCORP	$5.3M	97,074	+70,057	add
128	Allspring Global Investments Holdings, LLC	$5.2M	95,939	+5,426	add
129	Janus Henderson Group Ltd.	$5.2M	95,850	0	no change
130	Genus Capital Management Inc.	$5.0M	91,250	+1,150	add
131	CWA Asset Management Group, LLC	$4.9M	90,968	+5,837	add
132	Cullen Capital Management, LLC	$4.9M	90,223	+1,412	add
133	Zurcher Kantonalbank (Zurich Cantonalbank)	$4.8M	88,273	+88,273	new
134	Barnes Dennig Private Wealth Management LLC	$4.7M	86,024	−3,875	trim
135	WELLINGTON MANAGEMENT GROUP LLP	$4.7M	85,960	+14,859	add
136	US BANCORP \DE\	$4.7M	85,902	+294	add
137	Carrera Capital Advisors	$4.6M	85,553	+85,553	new
138	Verition Fund Management LLC	$4.5M	82,579	+70,809	add
139	BOOTHBAY FUND MANAGEMENT, LLC	$4.3M	80,000	+60,766	add
140	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$4.3M	79,347	−9,683	trim
141	IMC-Chicago, LLC	$4.2M	76,955	+52,197	add
142	Howard Capital Management, LLC	$4.1M	76,278	0	no change
143	Brevan Howard Capital Management LP	$4.1M	75,214	−8,484	trim
144	RITHOLTZ WEALTH MANAGEMENT	$4.0M	73,601	+23,509	add
145	CAMBIAR INVESTORS LLC	$4.0M	72,958	−49,753	trim
146	KLP KAPITALFORVALTNING AS	$4.0M	72,800	−3,800	trim
147	TEACHER RETIREMENT SYSTEM OF TEXAS	$3.9M	72,409	−25,720	trim
148	State of New Jersey Common Pension Fund D	$3.9M	72,283	−8,075	trim
149	NISA INVESTMENT ADVISORS, LLC	$3.9M	71,828	−57	trim
150	Schonfeld Strategic Advisors LLC	$3.9M	71,245	+39,058	add
151	MMCAP International Inc. SPC	$3.9M	71,075	−14,063	trim
152	Pathstone Holdings, LLC	$3.8M	70,634	−732	trim
153	Federation des caisses Desjardins du Quebec	$3.6M	66,869	+4,747	add
154	YOUSIF CAPITAL MANAGEMENT, LLC	$3.6M	66,404	−5,680	trim
155	LPL Financial LLC	$3.6M	66,284	+32,891	add
156	WORLDQUANT MILLENNIUM ADVISORS LLC	$3.6M	65,764	+43,247	add
157	ARIEL INVESTMENTS, LLC	$3.5M	64,987	0	no change
158	Assenagon Asset Management S.A.	$3.5M	64,304	+64,304	new
159	WINTON GROUP Ltd	$3.4M	62,541	+62,541	new
160	INTECH INVESTMENT MANAGEMENT LLC	$3.3M	60,699	−52,020	trim
161	Elo Mutual Pension Insurance Co	$3.3M	60,349	+5,988	add
162	XTX Topco Ltd	$3.3M	59,905	−54,778	trim
163	TWO SIGMA INVESTMENTS, LP	$3.2M	59,281	+59,281	new
164	LAZARD ASSET MANAGEMENT LLC	$3.2M	59,173	+37,454	add
165	Arizona State Retirement System	$3.2M	58,762	−1,570	trim
166	Kestra Investment Management, LLC	$3.1M	57,129	+57,129	new
167	Kendall Capital Management	$3.1M	57,090	+8,045	add
168	Ethic Inc.	$3.0M	55,517	−27,086	trim
169	Vanguard Investments Australia, Ltd.	$2.9M	54,060	—	no prior
170	CHICAGO TRUST Co NA	$2.9M	53,693	−2,599	trim
171	Merit Financial Group, LLC	$2.8M	52,410	+1,830	add
172	PRUDENTIAL PLC	$2.8M	52,226	−8,521	trim
173	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$2.8M	51,877	−1,657	trim
174	AMG National Trust Bank	$2.8M	51,612	−1,275	trim
175	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$2.8M	51,346	−98,108	trim
176	Focus Partners Wealth	$2.8M	50,931	−2,940	trim
177	Hudson Bay Capital Management LP	$2.8M	50,786	+26,786	add
178	STATE OF MICHIGAN RETIREMENT SYSTEM	$2.7M	49,800	−800	trim
179	EDMP, INC.	$2.6M	48,442	+1,688	add
180	Sumitomo Mitsui Trust Group, Inc.	$2.6M	47,843	−4,613	trim
181	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$2.5M	46,385	−1,478	trim
182	Twelve Points Wealth Management LLC	$2.5M	45,928	−2,595	trim
183	BRIDGEWAY CAPITAL MANAGEMENT, LLC	$2.4M	44,700	+44,700	new
184	CLARK ESTATES INC/NY	$2.3M	43,000	0	no change
185	Zurich Insurance Group Ltd/FI	$2.3M	42,700	0	no change
186	Asset Management One Co., Ltd.	$2.3M	42,557	+7,258	add
187	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$2.3M	42,500	0	no change
188	BANK OF MONTREAL /CAN/	$2.3M	42,466	+5,521	add
189	Havemeyer Place LP	$2.3M	41,702	+27,354	add
190	POWER WEALTH MANAGEMENT LLC	$2.2M	40,604	−3,734	trim
191	CAISSE DES DEPOTS ET CONSIGNATIONS	$2.2M	40,168	0	no change
192	SummitTX Capital, L.P.	$2.2M	39,636	+39,636	new
193	QRG CAPITAL MANAGEMENT, INC.	$2.1M	39,446	−13,190	trim
194	OPPENHEIMER ASSET MANAGEMENT INC.	$2.1M	39,375	+39,375	new
195	CHOREO, LLC	$2.1M	39,310	+7,304	add
196	PICTON MAHONEY ASSET MANAGEMENT	$2.1M	38,412	+19,693	add
197	Ameritas Investment Partners, Inc.	$2.1M	38,143	−1,063	trim
198	ACORN FINANCIAL ADVISORY SERVICES INC /ADV	$2.0M	37,593	−426	trim
199	Vanguard Personalized Indexing Management, LLC	$2.0M	37,294	+6,953	add
200	Ethos Capital Management, Inc.	$2.0M	37,251	+5,445	add
201	Daiwa Securities Group Inc.	$2.0M	36,900	+9,100	add
202	Black Creek Investment Management Inc.	$2.0M	36,000	−21,000	trim
203	QUADRANT CAPITAL GROUP LLC	$1.9M	35,379	+841	add
204	Pictet Asset Management Holding SA	$1.9M	35,344	+4,022	add
205	Arjuna Capital	$1.9M	34,959	+27	add
206	ONTARIO TEACHERS PENSION PLAN BOARD	$1.9M	34,872	+34,872	new
207	EFG International AG	$1.9M	34,718	+289	add
208	Engineers Gate Manager LP	$1.9M	34,699	−144,819	trim
209	Krilogy Financial LLC	$1.8M	34,349	+285	add
210	SCOTIA CAPITAL INC.	$1.8M	32,707	−13,306	trim
211	Focus Partners Advisor Solutions, LLC	$1.7M	31,803	−1,133	trim
212	CITIZENS FINANCIAL GROUP INC/RI	$1.7M	31,562	+2,133	add
213	MEEDER ASSET MANAGEMENT INC	$1.7M	31,561	+6,174	add
214	Jefferies Financial Group Inc.	$1.7M	30,694	−2,478	trim
215	IQ EQ FUND MANAGEMENT (IRELAND) Ltd	$1.6M	30,207	+60	add
216	Summit Trail Advisors, LLC	$1.6M	30,031	+3,798	add
217	OCCUDO QUANTITATIVE STRATEGIES LP	$1.6M	28,543	+28,543	new
218	OSAIC HOLDINGS, INC.	$1.6M	29,282	+4,155	add
219	New Age Alpha Advisors, LLC	$1.6M	29,089	−739	trim
220	Cetera Investment Advisers	$1.6M	28,826	−6,865	trim
221	XPONANCE LLC	$1.5M	28,431	+5,474	add
222	Convergence Investment Partners, LLC	$1.5M	28,345	+4,813	add
223	Johnson Financial Group, Inc.	$1.5M	27,362	−2,310	trim
224	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$1.5M	26,974	+7,945	add
225	NFSG Corp	$1.5M	26,818	+16,434	add
226	FLPUTNAM INVESTMENT MANAGEMENT CO	$1.5M	26,733	−2,400	trim
227	HighTower Advisors, LLC	$1.4M	26,649	+6,680	add
228	Baron Wealth Management LLC	$1.4M	26,607	+759	add
229	MML INVESTORS SERVICES, LLC	$1.4M	25,806	−6,143	trim
230	Caprock Group, LLC	$1.4M	25,785	+3,816	add
231	OP Asset Management Ltd	$1.4M	25,594	—	no prior
232	Sequoia Financial Advisors, LLC	$1.4M	25,076	+686	add
233	LECAP ASSET MANAGEMENT LTD	$1.3M	24,112	+4,659	add
234	Ensign Peak Advisors, Inc	$1.2M	22,922	+4,231	add
235	COMMONWEALTH EQUITY SERVICES, LLC	$1.2M	22,886	+2,450	add
236	&PARTNERS	$1.2M	21,519	+13,915	add
237	Artemis Investment Management LLP	$1.2M	22,721	−27,285	trim
238	Pallas Capital Advisors LLC	$1.2M	22,340	−5,401	trim
239	Callan Family Office, LLC	$1.2M	21,797	−371	trim
240	Tidal Investments LLC	$1.2M	21,673	−4,440	trim
241	OPPENHEIMER & CO INC	$1.2M	21,599	+21,599	new
242	Mutual Advisors, LLC	$1.1M	20,515	−101	trim
243	Savant Capital, LLC	$1.1M	20,479	+2,355	add
244	FEDERATED HERMES, INC.	$1.1M	20,223	−600	trim
245	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$1.1M	20,102	−637	trim
246	COMMERCE BANK	$1.1M	20,013	+149	add
247	Advisors Asset Management, Inc.	$1.1M	19,645	+46	add
248	Family Manage LLC	$1.1M	19,550	+2,633	add
249	Bull Harbor Capital LLC	$1.1M	19,453	—	no prior
250	Atria Investments, Inc	$1.1M	19,401	−5,939	trim
251	Corient Private Wealth LLC	$1.0M	19,901	−16,577	trim
252	Morningstar Investment Management LLC	$1.0M	18,625	−3,993	trim
253	EVERGREEN CAPITAL MANAGEMENT LLC	$1.0M	18,596	+975	add
254	Swiss Life Asset Management Ltd	$1.0M	18,572	+2,616	add
255	GLOBEFLEX CAPITAL L P	$982K	18,098	−20,016	trim
256	Blue Trust, Inc.	$962K	17,733	+1,377	add
257	CSS LLC/IL	$960K	17,696	−13,830	trim
258	Financiere des Professionnels - Fonds d'investissement inc.	$958K	17,654	−4,322	trim
259	HB Wealth Management, LLC	$956K	17,611	+2,678	add
260	TRUIST FINANCIAL CORP	$947K	17,451	−194	trim
261	SIMPLEX TRADING, LLC	$943K	17,384	+16,695	add
262	Lido Advisors, LLC	$942K	17,366	+3,496	add
263	PINNACLE ASSOCIATES LTD	$937K	17,275	−32	trim
264	NorthCrest Asset Manangement, LLC	$904K	17,113	−6,739	trim
265	Frec Markets, Inc.	$899K	16,562	+16,562	new
266	Alpha Omega Wealth Management LLC	$898K	16,551	−10,263	trim
267	Baird Financial Group, Inc.	$885K	16,312	+16,312	new
268	Inspire Investing, LLC	$877K	16,155	+8,932	add
269	SECURIAN ASSET MANAGEMENT, INC	$828K	15,261	−329	trim
270	WINCAP FINANCIAL LLC	$821K	15,124	+490	add
271	Valmark Advisers, Inc.	$810K	14,934	+14,934	new
272	EVOLVE PRIVATE WEALTH, LLC	$809K	14,916	+248	add
273	BAILARD, INC.	$806K	14,847	+47	add
274	Chicago Partners Investment Group LLC	$797K	14,275	−900	trim
275	EP Wealth Advisors, LLC	$776K	14,308	−2,052	trim
276	Polymer Capital Management (US) LLC	$767K	14,131	−11,217	trim
277	Chesley Taft & Associates LLC	$757K	13,958	+1,466	add
278	Vise Technologies, Inc.	$730K	16,205	0	no change
279	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$730K	13,446	+13,446	new
280	CAXTON ASSOCIATES LLP	$728K	13,413	−49,761	trim
281	Sivia Capital Partners, LLC	$715K	13,183	−6,247	trim
282	Qtron Investments LLC	$713K	13,132	+13,132	new
283	Caerus Investment Advisors, LLC	$695K	12,811	−3,513	trim
284	Baker Ellis Asset Management LLC	$694K	12,790	0	no change
285	Independent Advisor Alliance	$683K	12,582	−4,930	trim
286	Sterling Capital Management LLC	$673K	12,403	−8,158	trim
287	HIGHLAND CAPITAL MANAGEMENT, LLC	$672K	12,385	+4,051	add
288	Prudent Man Advisors, LLC	$662K	12,205	+4,146	add
289	MAI Capital Management	$658K	12,130	+57	add
290	NOMURA HOLDINGS INC	$655K	12,070	−9,687	trim
291	TECTONIC ADVISORS LLC	$649K	11,955	−5,205	trim
292	Centiva Capital, LP	$638K	11,753	+5,624	add
293	DnB Asset Management AS	$634K	11,693	+11,693	new
294	Prospera Financial Services Inc	$632K	11,643	−284	trim
295	FOX RUN MANAGEMENT, L.L.C.	$623K	11,861	+7,410	add
296	Utah Retirement Systems	$611K	11,256	0	no change
297	AVIVA PLC	$605K	11,159	+11,159	new
298	Parallax Volatility Advisers, L.P.	$604K	11,033	+11,033	new
299	WADDELL & ASSOCIATES, LLC	$602K	11,096	0	no change
300	Brooklyn Investment Group	$597K	11,007	+11,007	new
301	ALTFEST L J & CO INC	$587K	10,820	+10,820	new
302	Mitsubishi UFJ Asset Management Co., Ltd.	$581K	10,711	+106	add
303	M&T BANK CORP	$578K	10,651	+973	add
304	AE Wealth Management LLC	$577K	10,629	−353	trim
305	Diversified Trust Co	$573K	10,567	−13,674	trim
306	NewEdge Advisors, LLC	$558K	10,293	+10,293	new
307	Manske Wealth Management	$553K	10,192	−401	trim
308	Eurizon Capital SGR S.p.A.	$553K	10,265	+7,733	add
309	Maryland State Retirement & Pension System	$552K	10,178	0	no change
310	Compound Planning, Inc.	$550K	10,141	+1,514	add
311	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$549K	10,125	−269,649	trim
312	Cresset Asset Management, LLC	$543K	10,003	+49	add
313	PRIVATE MANAGEMENT GROUP INC	$543K	10,000	0	no change
314	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$528K	9,732	−53,080	trim
315	Waverly Advisors, LLC	$518K	9,544	+731	add
316	PAX Financial Group, LLC	$518K	9,540	−1,218	trim
317	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$517K	9,521	−10,414	trim
318	Kestra Advisory Services, LLC	$515K	9,487	+1,139	add
319	JACKSON THORNTON WEALTH MANAGEMENT, LLC	$514K	9,427	−2,781	trim
320	GATEWAY INVESTMENT ADVISERS LLC	$505K	9,300	+9,300	new
321	Horst & Graben Wealth Management LLC	$498K	8,991	+8,991	new
322	Machina Capital S.A.S.	$492K	9,069	+2,701	add
323	Point72 Asset Management, L.P.	$488K	9,000	+9,000	new
324	PRELUDE CAPITAL MANAGEMENT, LLC	$483K	8,894	+2,286	add
325	Kera Capital Partners, Inc.	$482K	8,882	−46	trim
326	Parcion Private Wealth LLC	$476K	8,770	−37	trim
327	GUGGENHEIM CAPITAL LLC	$472K	8,692	−165	trim
328	COLDSTREAM CAPITAL MANAGEMENT INC	$468K	8,624	+1,030	add
329	Allworth Financial LP	$467K	8,611	+1,267	add
330	Tower Research Capital LLC (TRC)	$464K	8,544	+1,540	add
331	Allianz Asset Management GmbH	$463K	8,536	+1,943	add
332	First Pacific Financial	$458K	8,437	−31	trim
333	ProShare Advisors LLC	$451K	8,303	−276	trim
334	Perigon Wealth Management, LLC	$450K	8,293	−1,859	trim
335	Empirical Finance, LLC	$444K	8,188	−107	trim
336	waypoint wealth counsel	$443K	8,173	−963	trim
337	Wealthfront Advisers LLC	$442K	8,139	−231	trim
338	GUYASUTA INVESTMENT ADVISORS INC	$434K	8,000	0	no change
339	Central Pacific Bank - Trust Division	$434K	8,000	0	no change
340	Beacon Pointe Advisors, LLC	$425K	7,840	+1,396	add
341	EVOKE WEALTH, LLC	$422K	7,772	−246	trim
342	ROYCE & ASSOCIATES LP	$412K	7,602	−39	trim
343	BURNEY CO/	$400K	7,370	0	no change
344	PFG Investments, LLC	$397K	7,315	+22	add
345	CIBC Asset Management Inc	$397K	7,312	0	no change
346	Verdad Advisers, LP	$394K	7,269	−13,571	trim
347	Goelzer Investment Management, Inc.	$393K	7,235	−30	trim
348	RMR Wealth Builders	$392K	7,230	0	no change
349	Twin Tree Management, LP	$389K	7,166	+7,166	new
350	Fifth Third Wealth Advisors LLC	$383K	7,064	+216	add
351	SHELTON CAPITAL MANAGEMENT	$383K	7,054	+7,054	new
352	EXCHANGE TRADED CONCEPTS, LLC	$381K	7,013	+1,142	add
353	OMERS ADMINISTRATION Corp	$379K	6,979	0	no change
354	Curi Capital, LLC	$378K	6,967	−1,771	trim
355	TORONTO DOMINION BANK	$377K	6,938	−550	trim
356	VIRTUS ADVISERS, LLC	$372K	6,850	−7,241	trim
357	Columbia Bank	$369K	6,800	+33	add
358	Journey Advisory Group, LLC	$366K	6,752	0	no change
359	RHS Financial, LLC	$365K	6,733	−2,161	trim
360	Claro Advisors Inc.	$363K	6,694	+6,694	new
361	JOURNEY STRATEGIC WEALTH LLC	$361K	6,652	+6,652	new
362	Old North State Wealth Management, LLC	$360K	6,632	−80,708	trim
363	GeoWealth Management, LLC	$357K	6,573	−7,612	trim
364	LSV ASSET MANAGEMENT	$350K	6,451,864	+5,323	add
365	Westhampton Capital, LLC	$347K	6,400	0	no change
366	Beverly Hills Private Wealth, LLC	$346K	6,381	−263	trim
367	Pine Valley Investments Ltd Liability Co	$346K	6,375	0	no change
368	111 Capital	$345K	6,361	+1,787	add
369	LifePlan Financial, LLC	$342K	6,306	−874	trim
370	State of Wyoming	$339K	6,241	−12,719	trim
371	North Dakota State Investment Board	$337K	6,204	−1,514	trim
372	Paragon Capital Management Ltd	$336K	6,195	−307	trim
373	Atom Investors LP	$333K	6,132	+6,132	new
374	Fortis Advisors, LLC	$331K	6,100	0	no change
375	Baker Avenue Asset Management, LP	$324K	5,972	+617	add
376	Ariadne Wealth Management, LP	$323K	5,958	+218	add
377	Frank, Rimerman Advisors LLC	$323K	5,950	+46	add
378	Clearstead Advisors, LLC	$317K	5,842	−977	trim
379	Rockefeller Capital Management L.P.	$312K	5,754	−1,579	trim
380	Savvy Advisors, Inc.	$312K	5,747	+131	add
381	Advisory Alpha, LLC	$310K	5,703	+1,093	add
382	STIFEL FINANCIAL CORP	$309K	5,686	−1,792	trim
383	Cornell Pochily Investment Advisors, Inc.	$308K	5,672	−128	trim
384	Rothschild Wealth LLC	$304K	5,602	−8	trim
385	Graham Capital Management, L.P.	$303K	5,583	+5,583	new
386	NAVELLIER & ASSOCIATES INC	$302K	5,565	0	no change
387	Olympiad Research LP	$292K	5,376	+5,376	new
388	Bell Bank	$282K	5,202	0	no change
389	MONETA GROUP INVESTMENT ADVISORS LLC	$281K	5,182	+20	add
390	Magnetar Financial LLC	$278K	5,294	+5,294	new
391	Pinnacle Wealth Planning Services, Inc.	$276K	5,083	+2,142	add
392	FIDUCIARY TRUST CO	$275K	5,077	−1	trim
393	Probity Advisors, Inc.	$274K	5,043	−186	trim
394	PDS Planning, Inc	$272K	5,014	−12	trim
395	FIDUCIARY FINANCIAL GROUP, LLC	$265K	4,888	+19	add
396	QTR Family Wealth, LLC	$262K	4,889	0	no change
397	EARNED WEALTH ADVISORS, LLC	$262K	4,822	−240	trim
398	Meiji Yasuda Asset Management Co Ltd.	$262K	4,820	−89	trim
399	KNIGHTSBRIDGE ASSET MANAGEMENT, LLC	$261K	4,818	—	no prior
400	Vinva Investment Management Ltd	$261K	3,404	−15,035	trim
401	CAPSTONE INVESTMENT ADVISORS, LLC	$260K	4,797	−4,030	trim
402	Modern Wealth Management, LLC	$257K	4,718	+4,718	new
403	FSM Wealth Advisors, LLC	$256K	4,712	+113	add
404	DV Trading LLC	$255K	4,705	+3,905	add
405	SAGE RHINO CAPITAL LLC	$251K	4,630	−3,093	trim
406	Ballentine Partners, LLC	$250K	4,602	+4,602	new
407	Harvest Investment Services, LLC	$248K	4,565	+89	add
408	Vident Advisory, LLC	$246K	4,530	−1,164	trim
409	Everhart Financial Group, Inc.	$245K	4,508	+4,508	new
410	Optas, LLC	$243K	4,485	−298	trim
411	RIVERSEDGE ADVISORS, LLC	$241K	4,443	0	no change
412	Corient IA LLC	$241K	4,442	+4,442	new
413	MONECO ADVISORS, LLC	$237K	4,371	−106	trim
414	Alvarez & Marsal Private Wealth Partners, LLC	$237K	4,360	+4,360	new
415	Traub Capital Management LLC	$235K	4,327	−930	trim
416	Abundance Wealth Counselors	$234K	4,309	+4,309	new
417	Flatrock Wealth Partners LLC	$234K	4,308	—	no prior
418	CIDEL ASSET MANAGEMENT INC	$224K	4,125	+4,125	new
419	FRONTIER CAPITAL MANAGEMENT CO LLC	$217K	4,003	+4,003	new
420	Principle Wealth Partners LLC	$217K	4,000	−2,500	trim
421	Cove Private Wealth, LLC	$217K	4,000	+4,000	new
422	Envestnet Portfolio Solutions, Inc.	$216K	3,976	−7,137	trim
423	COMPASS CAPITAL CORP /MA/ /ADV	$215K	3,635	+3,635	new
424	TRILLIUM ASSET MANAGEMENT, LLC	$215K	3,959	−8,039	trim
425	CIBC Bancorp USA Inc.	$213K	3,934	—	no prior
426	Leonteq Securities AG	$213K	3,929	−356	trim
427	Trajan Wealth LLC	$213K	3,920	−808	trim
428	Kaufman Rossin Wealth, LLC	$210K	3,862	+3,862	new
429	Venture Visionary Partners LLC	$206K	3,804	+3,804	new
430	PROFUND ADVISORS LLC	$204K	3,767	+3,767	new
431	SIGNATUREFD, LLC	$204K	3,765	+944	add
432	Laird Norton Wetherby Trust Company, LLC	$203K	3,742	+3,742	new
433	CHILDRESS CAPITAL ADVISORS, LLC	$203K	3,741	+3,741	new
434	180 WEALTH ADVISORS, LLC	$202K	3,726	+3,726	new
435	SEEDS INVESTOR LLC	$202K	3,761	−1,325	trim
436	Allegiance Financial Group Advisory Services LLC	$202K	3,718	+3,718	new
437	NOMURA ASSET MANAGEMENT CO LTD	$151K	2,790	−1,220	trim
438	Generali Asset Management SPA SGR	$115K	2,111	0	no change
439	Mirae Asset Global Investments Co., Ltd.	$113K	2,084	+191	add
440	True Wealth Design, LLC	$111K	2,050	+14	add
441	Arax Advisory Partners	$109K	1,995	+1,045	add
442	UMB Bank, n.a.	$108K	1,993	+284	add
443	Global Trust Asset Management, LLC	$106K	1,962	0	no change
444	TD Waterhouse Canada Inc.	$104K	1,900	0	no change
445	Deseret Mutual Benefit Administrators	$95.8K	1,765	+806	add
446	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	$92.5K	1,704	−239	trim
447	Atlantic Union Bankshares Corp	$86.4K	1,592	0	no change
448	JFS WEALTH ADVISORS, LLC	$83.9K	1,547	+26	add
449	Capula Management Ltd	$71.2K	1,312	+1,312	new
450	CENTRAL TRUST Co	$68.9K	1,270	−8	trim
451	Hilltop National Bank	$68.0K	1,254	+46	add
452	WPG Advisers, LLC	$63.5K	1,170	−92	trim
453	CFG Wealth Management Services, Inc.	$60.4K	1,113	—	no prior
454	Steward Partners Investment Advisory, LLC	$56.5K	1,042	0	no change
455	Walleye Capital LLC	$52.9K	975	−3,204	trim
456	MATHER GROUP, LLC.	$50.0K	922	+922	new
457	Addison Advisors LLC	$47.0K	866	0	no change
458	NATIXIS ADVISORS, LLC	$45.8K	844,179	+37,253	add
459	Plato Investment Management Ltd	$43.7K	805	+805	new
460	Parkside Financial Bank & Trust	$34.9K	644	+135	add
461	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	$29.8K	549,959	−167,000	trim
462	PROSPERITY BANCSHARES INC	$28.3K	522	−292	trim
463	JONES FINANCIAL COMPANIES LLLP	$27.6K	508	+159	add
464	CVA Family Office, LLC	$23.6K	435	+375	add
465	Destiny Wealth Partners, LLC	$22.8K	420	+420	new
466	Clearstead Trust, LLC	$22.6K	417	0	no change
467	Richardson Capital Management LLC	$20.9K	385	0	no change
468	ASSETMARK, INC	$20.6K	380	−536	trim
469	Larson Financial Group LLC	$17.6K	324	+5	add
470	Mechanics Financial Corp	$16.8K	310	0	no change
471	SITTNER & NELSON, LLC	$16.3K	300	0	no change
472	Cromwell Holdings LLC	$15.4K	284	+11	add
473	Smartleaf Asset Management LLC	$15.4K	293	+52	add
474	WealthCollab, LLC	$15.3K	282	+212	add
475	MCF Advisors LLC	$15.2K	281	—	no prior
476	Tacita Capital Inc	$15.2K	281	+281	new
477	SJS Investment Consulting Inc.	$14.6K	269	+12	add
478	PEREGRINE CAPITAL MANAGEMENT LLC	$13.8K	255	0	no change
479	ROGCO, LP	$12.0K	221	0	no change
480	Bernard Wealth Management Corp.	$11.7K	215	+215	new
481	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	$11.3K	207,362	−8,362	trim
482	Arlington Trust Co LLC	$11.0K	203	+203	new
483	CANADA LIFE ASSURANCE Co	$10.9K	200,967	−2,674	trim
484	Wilmington Savings Fund Society, FSB	$10.9K	200	0	no change
485	Activest Wealth Management	$10.8K	199	+108	add
486	Itau Unibanco Holding S.A.	$10.5K	194	0	no change
487	Intentional Wealth Strategies, LLC	$10.5K	194	—	no prior
488	KBC Group NV	$10.4K	191,855	−114,285	trim
489	FARMERS & MERCHANTS INVESTMENTS INC	$10.0K	185	−30	trim
490	Private Wealth Management Group, LLC	$10.0K	184	0	no change
491	Quest 10 Wealth Builders, Inc.	$9.7K	179	0	no change
492	ALGERT GLOBAL LLC	$9.5K	174,975	−127,901	trim
493	Asset Dedication, LLC	$9.3K	172	0	no change
494	WOLFF WIESE MAGANA LLC	$9.1K	168	0	no change
495	Geneos Wealth Management Inc.	$9.1K	168	−21	trim
496	MANNING & NAPIER ADVISORS LLC	$9.1K	173	+75	add
497	United Financial Planning Group LLC	$8.8K	163	+163	new
498	VAN ECK ASSOCIATES CORP	$8.6K	159,287	+5,743	add
499	Cairn Investment Group, Inc.	$8.6K	158,725	−1,015	trim
500	Dogwood Wealth Management LLC	$8.6K	158	+36	add

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · BWA

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 1 Gotham Asset Management $57.9M held
Trimming: 2 Bridgewater Associates, Caxton Associates $36.0M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · BORGWARNER INC

Merged timeline of congressional filings and notable-manager moves on BWA
Date	Who	Change	Size
2026-05-15	Gotham Asset Management 13F	add	+188,790 sh
2026-05-15	Bridgewater Associates 13F	trim	−251,915 sh
2026-05-14	Caxton Associates 13F	trim	−49,761 sh

3 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

8 members of Congress disclosed BWA — the congressional view ↗