BorgWarner Inc.
DE ˙ DB ˙ US0997241064
65,30 € ↑0,96 (1,49%)
2026-06-04
AKTIENPREIS
SecurityDE:BGW / BorgWarner Inc.
InstitutionCreative Planning
Latest Disclosed Ownership206,478 shares
Latest Disclosed Value $ 11,203,477
Creative Planning reports 38.97% increase in ownership of BGW / BorgWarner Inc.

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 206,478 shares of BorgWarner Inc. (DE:BGW) valued at $9,462,887 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 148,573 shares of BorgWarner Inc.. This represents a change in shares of 38.97% during the quarter. The current value of the position is $13,483,013 USD.

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 206,478 57,905 38.97 11,203 67.36 0.0076
2026-02-17 2025-12-31 13F BORGWARNER COM 099724106 148,573 43,175 40.96 6,695 44.49 0.0048
2025-11-14 2025-09-30 13F BORGWARNER COM 099724106 105,398 68,288 184.02 4,633 273.03 0.0035
2025-08-08 2025-06-30 13F BORGWARNER COM 099724106 37,110 12,855 53.00 1,242 78.96 0.0011
2025-05-15 2025-03-31 13F BORGWARNER COM 099724106 24,255 2,883 13.49 695 2.21 0.0007
2025-02-14 2024-12-31 13F BORGWARNER COM 099724106 21,372 -3,662 -14.63 679 -25.22 0.0007
2024-10-11 2024-09-30 13F BORGWARNER COM 099724106 25,034 -1,607 -6.03 908 5.83 0.0009
2024-08-15 2024-06-30 13F BORGWARNER COM 099724106 26,641 1,246 4.91 859 -2.72 0.0009
2024-05-13 2024-03-31 13F BORGWARNER COM 099724106 25,395 -1,475 -5.49 882 -8.41 0.0010
2024-02-14 2023-12-31 13F BORGWARNER COM 099724106 26,870 -3,172 -10.56 963 -20.54 0.0018
2023-11-16 2023-09-30 13F BORGWARNER COM 099724106 30,042 5,697 23.40 1,213 1.85 0.0016
2023-07-21 2023-06-30 13F BORGWARNER COM 099724106 24,345 2,145 9.66 1,191 9.17 0.0016
2023-05-15 2023-03-31 13F BORGWARNER COM 099724106 22,200 2,173 10.85 1,090 35.24 0.0016
2023-02-10 2022-12-31 13F BORGWARNER COM 099724106 20,027 5,328 36.25 806 74.46 0.0012
2022-11-03 2022-09-30 13F BORGWARNER COM 099724106 14,699 -481 -3.17 462 -8.88 0.0008
2022-08-15 2022-06-30 13F BORGWARNER COM 099724106 15,180 1,781 13.29 507 -2.69 0.0008
2022-05-16 2022-03-31 13F BORGWARNER COM 099724106 13,399 500 3.88 521 -10.33 0.0008
2022-02-11 2021-12-31 13F BORGWARNER COM 099724106 12,899 -91,869 -87.69 581 -87.17 0.0009
2021-11-10 2021-09-30 13F BORGWARNER COM 099724106 104,768 9,183 9.61 4,527 -2.44 0.0080
2021-08-04 2021-06-30 13F BORGWARNER COM 099724106 95,585 39,239 69.64 4,640 77.64 0.0082
2021-04-30 2021-03-31 13F CreativePlanning COM 099724106 56,346 -14,358 -20.31 2,612 -4.39 0.0053
2021-01-29 2020-12-31 13F BORGWARNER COM 099724106 70,704 70,704 2,732 0.0060
2020-05-05 2020-03-31 13F BORGWARNER COM 099724106 0 -5,071 -100.00 0 -100.00
2020-01-30 2019-12-31 13F BORGWARNER COM 099724106 5,071 -451 -8.17 220 8.37 0.0007
2019-11-01 2019-09-30 13F BORGWARNER COM 099724106 5,522 -1,204 -17.90 203 -28.01 0.0007
2019-07-26 2019-06-30 13F BORGWARNER COM 099724106 6,726 1,082 19.17 282 29.95 0.0009
2019-04-24 2019-03-31 13F BORGWARNER COM 099724106 5,644 -1,929 -25.47 217 -17.49 0.0008
2019-02-12 2018-12-31 13F/A-1 BORGWARNER COM 099724106 7,573 202 2.74 263 -16.51 0.0011
2019-02-01 2018-12-31 13F BORGWARNER COM 099724106 7,573 202 263
2018-10-25 2018-09-30 13F BORGWARNER COM 099724106 7,371 -81 -1.09 315 -2.17 0.0012
2018-07-20 2018-06-30 13F BORGWARNER COM 099724106 7,452 1,518 25.58 322 8.05 0.0013
2018-04-18 2018-03-31 13F BORGWARNER COM 099724106 5,934 914 18.21 298 16.41 0.0012
2018-01-17 2017-12-31 13F BORGWARNER COM 099724106 5,020 -8,005 -61.46 256 -61.62 0.0011
2017-10-17 2017-09-30 13F BORGWARNER COM 099724106 13,025 -1,531 -10.52 667 8.10 0.0031
2017-07-12 2017-06-30 13F BORGWARNER COM 099724106 14,556 -760 -4.96 617 -3.59 0.0031
2017-04-07 2017-03-31 13F BORGWARNER COM 099724106 15,316 8,769 133.94 640 148.06 0.0035
2017-01-09 2016-12-31 13F BORGWARNER COM 099724106 6,547 100 1.55 258 13.66 0.0016
2016-10-12 2016-09-30 13F BORGWARNER COM 099724106 6,447 1,220 23.34 227 47.40 0.0014
2016-07-12 2016-06-30 13F BORGWARNER COM 099724106 5,227 -253 -4.62 154 -26.67 0.0011
2016-04-08 2016-03-31 13F BORGWARNER COM 099724106 5,480 -144 -2.56 210 -13.58 0.0016
2016-01-11 2015-12-31 13F BORGWARNER COM 099724106 5,624 -6,810 -54.77 243 -53.00 0.0020
2015-10-09 2015-09-30 13F BORGWARNER COM 099724106 12,434 -820 -6.19 517 -31.34 0.0046
2015-07-09 2015-06-30 13F BORGWARNER COM 099724106 13,254 80 0.61 753 -5.52 0.0068
2015-04-13 2015-03-31 13F BORGWARNER COM 099724106 13,174 13,174 0.00 797 0.0075
2015-01-29 2014-12-31 13F BORGWARNER COM 099724106 0 -10,466 -100.00 0 -100.00
2014-10-10 2014-09-30 13F BORGWARNER COM 099724106 10,466 1,055 11.21 551 -10.26 0.0064
2014-08-20 2014-06-30 13F BORGWARNER COM 099724106 9,411 -63 -0.66 614 5.50 0.0080
2014-04-11 2014-03-31 13F BORGWARNER COM 099724106 9,474 5,316 127.85 582 150.86 0.0088
2014-01-06 2013-12-31 13F BORGWARNER COM 099724106 4,158 2,226 115.22 232 18.37 0.0040
2013-10-10 2013-09-30 13F BORGWARNER COM 099724106 1,932 473 32.42 196 55.56 0.0039
2013-07-09 2013-06-30 13F BORGWARNER COM 099724106 1,459 1,459 126 0.0029
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.