BorgWarner Inc.· BWA

🇺🇸 US · LargeSP400NYSE

Consumer Cyclical Auto - Parts Website

Price: $63.32
Day: -0.69%
Mkt Cap: $12.99B
52W Range: $40.50 – $78.82
Volume: 5.98M
Beta: 1.10

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 4.0 / 5 (Bullish), from 3 of 3 components
Institutions Q2 2026: 854 institutions hold; 418 added, 298 reduced
Insiders Q3 2026: 1 purchase ($500.7K), 8 sales ($5.9M)

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BorgWarner Inc.

BWA|Consumer Cyclical|Auto - Parts

Current price: $63

Smart Money

Dimension 5 of 5

Insider selling pace · Q3 2026

1.2x

quarter in progress, filings still arriving

Seller breadth · Q3 2026

6 sellers

vs 4.3 avg per quarter

Institutional net breadth · Q2 2026

+221

596 adding vs 375 reducing

Institutional ownership · Q2 2026

N/A

overlapping 13F filings

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

BLACKROCK, INC.

25.3M

-6.0%

VANGUARD PORTFOLIO MANAGEMENT LLC

12.6M

-6.1%

DIMENSIONAL FUND ADVISORS LP

11.8M

-0.6%

VANGUARD CAPITAL MANAGEMENT LLC

9.3M

+0.4%

STATE STREET CORP

6.8M

-1.5%

STATE STREET CORP

6.8M

-2.0%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

192

116

73 buying192 unchanged116 selling

381 funds held BWA in Q2 2026, holding 105.4M shares between them, up 0.8% on the quarter.

Largest fund holders

VANGUARD INDEX FUNDS16.5M sh

iSHARES TRUST10.4M sh

DFA INVESTMENT DIMENSIONS GROUP INC6.3M sh

Notable Insider Transactions, Q3 2026

Largest open-market purchases and sales by value in the last eight quarters

Sale · Nov 11

Lissalde Frederic

$5.3M

Sale · May 13

Fadool Joseph F.

$2.0M

Sale · Aug 17

CALAWAY TONIT M

$1.8M

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

Explore BWA on stockoscope.com→

Generated September 22, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

BWA Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

4.0/5

Bullish

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

+46

Institutional Flow

50% weight

+66

Fund Flow

10% weight

-25

Overall Smart Money sentiment of 4.0/5 (Bullish) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 21, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for BWA

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Bullish Signal

Insider buying in Q3 2026

Meaningful: 1 purchase totaling $500.7K (7.4K shares)

8 sales totaling $5.9M (86.4K shares)

No prior buying history, this is a new signal

6 different insiders sold this quarter

Buying is rare, only seen in 0 of 15 quarters

Steady selling pace across recent quarters

1.2x

Selling pace

quarter in progress, filings still arriving

3.06%

Stake sold

of active insiders' holdings

6 sellers

Seller breadth

vs 4.3 avg per quarter

$500.7K

Insider buying

1 buyer in Q3 2026

Notable Recent Transactions, BWA

Top 8 highest-value insider trades from the last 8 quarters

Lissalde Frederic

CEO

Sell

154,000 shares at $34.61

≈37.2% of their stake at the time

Nov 11, 2024$5.33M

Fadool Joseph F.

CEO

Sell

29,000 shares at $67.31

≈6.7% of their stake at the time

May 13, 2026$1.95M

CALAWAY TONIT M

EVP, CAO, Gen Counsel & Sec

Sell

26,624 shares at $69.44

≈21.7% of their stake at the time

Aug 17, 2026$1.85M

CALAWAY TONIT M

EVP, CAO, Gen Counsel & Sec

Sell

22,000 shares at $66.26

≈23.0% of their stake at the time

Aug 24, 2026$1.46M

CALAWAY TONIT M

EVP, CAO, Gen Counsel & Sec

Sell

17,376 shares at $69.97

≈12.4% of their stake at the time

Aug 17, 2026$1.22M

Demmerle Stefan

Sell

20,000 shares at $59.26

≈8.6% of their stake at the time

May 8, 2026$1.19M

Wingfield Tania

EVP & Chro

Sell

17,867 shares at $63.43

≈28.2% of their stake at the time

Feb 13, 2026$1.13M

CALAWAY TONIT M

EVP, CAO, Gen Counsel & Sec

Sell

16,000 shares at $65.08

≈6.2% of their stake at the time

Feb 13, 2026$1.04M

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for BWA

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Very Bullish

Institutions accumulating in Q2 2026

13F filings cover more than 100% of shares this quarter (overlapping reports), so ownership and share-flow figures are unreliable

Moderate accumulation: 596 adding vs 375 reducing

Momentum improving from prior quarter

+221

Net breadth

596 adding vs 375 reducing

Accumulating

1.59

Add / reduce ratio

in Q2 2026

+101

New − closed

178 initiated, 77 exited

3 of 10

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+596 growing-375 shrinkingNet: +221

178

418

298

New (178)

Increased (418)

Reduced (298)

Closed (77)

Top Institutional Holders, BWA

Largest 8 institutional positions by ownership percentage as of Q2 2026

BLACKROCK, INC.

25.3M

$1.7B

Ownership

12.38%

-6.0%

VANGUARD PORTFOLIO MANAGEMENT LLC

12.6M

$838.7M

Ownership

6.19%

-6.1%

DIMENSIONAL FUND ADVISORS LP

11.8M

$783.3M

Ownership

5.78%

-0.6%

VANGUARD CAPITAL MANAGEMENT LLC

9.3M

$616.0M

Ownership

4.54%

+0.4%

STATE STREET CORP

6.8M

$453.8M

Ownership

3.35%

-1.5%

STATE STREET CORP

6.8M

$453.8M

Ownership

3.33%

-2.0%

LSV ASSET MANAGEMENT

6.6M

$436.7M

Ownership

3.22%

+2.5%

AQR CAPITAL MANAGEMENT LLC

5.7M

$380.0M

Ownership

2.82%

-20.0%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 381 ETFs and mutual funds reporting

73 buying116 sellingNet: -43

192

116

Buying (73)

Unchanged (192)

Selling (116)

In total, funds bought 5.1M shares and sold 4.3M this quarter. Each fund counts once in the bar above, whatever the size of its move.

Bearish Signal

Funds distributing in Q2 2026

381 ETFs and mutual funds reporting

116 funds selling vs 73 buying

Top Fund Holders, BWA

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

VANGUARD INDEX FUNDS

16.5M

Weight

3.18%

Jun 30, 2026Decreased

iSHARES TRUST

10.4M

Weight

0.03%

Jun 30, 2026Increased

DFA INVESTMENT DIMENSIONS GROUP INC

6.3M

Weight

0.27%

Apr 30, 2026Increased

Dimensional ETF Trust

3.8M

Weight

0.16%

Apr 30, 2026Increased

Capitol Series Trust

3.6M

Weight

25.11%

Jun 30, 2026Decreased

VICTORY PORTFOLIOS

3.4M

Weight

2.52%

Jun 30, 2026Increased

DIAMOND HILL FUNDS

2.9M

Weight

2.80%

Jun 30, 2026No change

SPDR S&P 500 ETF TRUST

2.7M

Weight

6.20%

Jun 30, 2026No change

BorgWarner Inc.· BWA

Holdings Analysis

Insider Trading Activity

1.3Transaction History116Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings151Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details433Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History116Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings151Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details433Most recent ETF and mutual fund holdings with share counts and weights