BorgWarner Inc.
MX ˙ BMV ˙ US0997241064
SecurityMX:BWA / BorgWarner Inc.
InstitutionCWM Advisors, LLC
Latest Disclosed Ownership9,884 shares
Latest Disclosed Value $ 536,306
CWM Advisors, LLC reports 36.84% increase in ownership of BWA / BorgWarner Inc.

On May 13, 2026 - CWM Advisors, LLC filed a 13F-HR/A form disclosing ownership of 9,884 shares of BorgWarner Inc. (MX:BWA) valued at $536,306 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 7,223 shares of BorgWarner Inc.. This represents a change in shares of 36.84% 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/A-1 BORGWARNER COM 099724106 9,884 2,661 36.84 536 64.92 0.1076
2026-04-23 2026-03-31 13F BORGWARNER COM 099724106 6,271 -952 340 0.0280
2026-02-17 2025-12-31 13F BORGWARNER COM 099724106 7,223 195 2.77 325 5.52 0.0293
2025-10-15 2025-09-30 13F BORGWARNER COM 099724106 7,028 -1,432 -16.93 309 8.83 0.0301
2025-07-24 2025-06-30 13F BORGWARNER COM 099724106 8,460 -2,592 -23.45 283 -10.44 0.0309
2025-06-03 2025-03-31 13F BORGWARNER COM 099724106 11,052 2,902 35.61 317 22.01 0.0376
2025-01-17 2024-12-31 13F BORGWARNER COM 099724106 8,150 306 3.90 259 -8.80 0.0290
2024-10-10 2024-09-30 13F BORGWARNER COM 099724106 7,844 -322 -3.94 285 7.98 0.0291
2024-08-12 2024-06-30 13F BORGWARNER COM 099724106 8,166 -4,581 -35.94 263 -40.50 0.0303
2024-05-07 2024-03-31 13F BORGWARNER COM 099724106 12,747 359 2.90 443 -0.45 0.0453
2024-02-12 2023-12-31 13F BORGWARNER COM 099724106 12,388 3,365 37.29 444 21.98 0.0488
2023-10-26 2023-09-30 13F BORGWARNER COM 099724106 9,023 881 10.82 364 -8.54 0.0465
2023-07-31 2023-06-30 13F BORGWARNER COM 099724106 8,142 8,142 398 0.0482
2023-04-24 2023-03-31 13F BORGWARNER COM 099724106 0 -35,047 -100.00 0 -100.00
2023-01-26 2022-12-31 13F BORGWARNER COM 099724106 35,047 12,708 56.89 1,411 101.14 0.1815
2022-11-07 2022-09-30 13F BORGWARNER COM 099724106 22,339 1,294 6.15 701 -0.14 0.0990
2022-08-10 2022-06-30 13F BORGWARNER COM 099724106 21,045 -842 -3.85 702 -17.51 0.0931
2022-04-21 2022-03-31 13F BORGWARNER COM 099724106 21,887 2,659 13.83 851 -1.85 0.0985
2022-02-14 2021-12-31 13F/A-1 BORGWARNER COM 099724106 19,228 2,282 13.47 867 18.44 0.0994
2021-11-09 2021-09-30 13F BORGWARNER COM 099724106 16,946 -13,736 -44.77 732 -50.84 0.0925
2021-08-10 2021-06-30 13F BORGWARNER COM 099724106 30,682 5,417 21.44 1,489 27.16 0.1959
2021-04-30 2021-03-31 13F BORGWARNER COM 099724106 25,265 6,875 37.38 1,171 64.70 0.1796
2021-02-12 2020-12-31 13F BORGWARNER COM 099724106 18,390 3,181 20.92 711 20.71 0.1572
2020-11-16 2020-09-30 13F BORGWARNER COM 099724106 15,209 5,181 51.67 589 66.38 0.1621
2020-08-12 2020-06-30 13F BORGWARNER COM 099724106 10,028 -4,084 -28.94 354 2.91 0.1223
2020-05-08 2020-03-31 13F BORGWARNER COM 099724106 14,112 1,572 12.54 344 -36.76 0.1374
2020-01-24 2019-12-31 13F BORGWARNER COM 099724106 12,540 532 4.43 544 23.64 0.1951
2019-11-13 2019-09-30 13F BORGWARNER COM 099724106 12,008 -3,042 -20.21 440 -30.38 0.1678
2019-07-16 2019-06-30 13F BORGWARNER COM 099724106 15,050 -449 -2.90 632 6.22 0.2658
2019-05-16 2019-03-31 13F BORGWARNER COM 099724106 15,499 4,626 42.55 595 57.41 0.2763
2019-02-21 2018-12-31 13F/A-1 BORGWARNER COM 099724106 10,873 1,611 17.39 378 -4.55 0.2542
2019-02-21 2018-09-30 13F/A-1 BORGWARNER COM 099724106 9,262 1,004 12.16 396 11.24 0.2440
2018-11-07 2018-09-30 13F BORGWARNER COM 099724106 6,420 6,420 275
2019-02-21 2018-06-30 13F/A-1 BORGWARNER COM 099724106 8,258 1,210 17.17 356 0.56 0.2530
2019-02-22 2018-03-31 13F/A-1 BORGWARNER COM 099724106 7,048 3,601 104.47 354 101.14 0.3607
2019-02-21 2017-12-31 13F/A-1 BORGWARNER COM 099724106 3,447 3,447 176 0.1496
2018-02-15 2017-12-31 13F Borg Warner COM 099724106 15 1 0.0008
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.