Who holds ticker 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 ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 562 holders are listed, largest first: 562
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $9.8B
holders whose share count rose or who opened the position (new + add), by shares: 263
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 75

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

Newest 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 2026-07-03 → 2026-10-01 · 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 · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

8 members of Congress disclosed BWA — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).