BorgWarner Inc.
MX ˙ BMV ˙ US0997241064
SecurityMX:BWA / BorgWarner Inc.
InstitutionAE Wealth Management LLC
Latest Disclosed Ownership10,629 shares
Latest Disclosed Value $ 576,760
AE Wealth Management LLC reports 3.21% decrease in ownership of BWA / BorgWarner Inc.

On May 13, 2026 - AE Wealth Management LLC filed a 13F-HR form disclosing ownership of 10,629 shares of BorgWarner Inc. (MX:BWA) valued at $576,760 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 10,982 shares of BorgWarner Inc.. This represents a change in shares of -3.21% 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)
2026-05-13 2026-03-31 13F BORGWARNER COM 099724106 10,629 -353 -3.21 577 16.60 0.0001
2026-01-26 2025-12-31 13F BORGWARNER COM 099724106 10,982 -405,623 -97.36 495 -97.30 0.0028
2025-11-03 2025-09-30 13F BORGWARNER COM 099724106 416,605 -5,176 -1.23 18,314 29.69 0.1167
2025-08-06 2025-06-30 13F BORGWARNER COM 099724106 421,781 10,502 2.55 14,121 19.84 0.1032
2025-05-06 2025-03-31 13F BORGWARNER COM 099724106 411,279 12,062 3.02 11,783 -7.15 0.0991
2025-02-13 2024-12-31 13F BORGWARNER COM 099724106 399,217 21,244 5.62 12,691 -7.47 0.1077
2024-11-14 2024-09-30 13F BORGWARNER COM 099724106 377,973 31,496 9.09 13,717 22.79 0.1244
2024-08-12 2024-06-30 13F BORGWARNER COM 099724106 346,477 30,714 9.73 11,170 1.83 0.1117
2024-05-15 2024-03-31 13F BORGWARNER COM 099724106 315,763 33,011 11.67 10,970 13.63 0.1240
2024-02-14 2023-12-31 13F BORGWARNER COM 099724106 282,752 52,312 22.70 9,653 3.77 0.0493
2023-10-11 2023-09-30 13F BORGWARNER COM 099724106 230,440 7,675 3.45 9,303 -14.62 0.0556
2023-07-10 2023-06-30 13F BORGWARNER COM 099724106 222,765 109,017 95.84 10,895 95.04 0.0655
2023-04-14 2023-03-31 13F BORGWARNER COM 099724106 113,748 25,753 29.27 5,586 57.75 0.0360
2023-01-31 2022-12-31 13F BORGWARNER COM 099724106 87,995 223 0.25 3,542 28.48 0.0256
2022-10-25 2022-09-30 13F BORGWARNER COM 099724106 87,772 7,885 9.87 2,756 3.38 0.0219
2022-08-03 2022-06-30 13F BORGWARNER COM 099724106 79,887 -4,838 -5.71 2,666 -19.11 0.0213
2022-04-18 2022-03-31 13F BORGWARNER COM 099724106 84,725 19,802 30.50 3,296 12.65 0.0226
2022-01-20 2021-12-31 13F BORGWARNER COM 099724106 64,923 -2,689 -3.98 2,926 0.14 0.0204
2021-11-01 2021-09-30 13F BORGWARNER COM 099724106 67,612 -20,816 -23.54 2,922 -31.92 0.0241
2021-07-21 2021-06-30 13F BORGWARNER COM 099724106 88,428 9,146 11.54 4,292 16.76 0.0375
2021-04-27 2021-03-31 13F BORGWARNER COM 099724106 79,282 6,206 8.49 3,676 30.17 0.0371
2021-02-01 2020-12-31 13F BORGWARNER COM 099724106 73,076 3,292 4.72 2,824 4.48 0.0320
2020-11-06 2020-09-30 13F BORGWARNER COM 099724106 69,784 5,449 8.47 2,703 19.02 0.0386
2020-08-05 2020-06-30 13F BORGWARNER COM 099724106 64,335 -5,921 -8.43 2,271 32.65 0.0351
2020-05-07 2020-03-31 13F BORGWARNER COM 099724106 70,256 11,503 19.58 1,712 -32.84 0.0393
2020-01-15 2019-12-31 13F BORGWARNER COM 099724106 58,753 7,501 14.64 2,549 35.59 0.0553
2019-11-05 2019-09-30 13F BORGWARNER COM 099724106 51,252 4,182 8.88 1,880 -4.86 0.0543
2019-07-22 2019-06-30 13F BORGWARNER COM 099724106 47,070 47,070 1,976 0.0594
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.