BorgWarner Inc.
MX ˙ BMV ˙ US0997241064
SecurityMX:BWA / BorgWarner Inc.
InstitutionEP Wealth Advisors, Inc.
Latest Disclosed Ownership14,308 shares
Latest Disclosed Value $ 776,342
EP Wealth Advisors, Inc. reports 12.54% decrease in ownership of BWA / BorgWarner Inc.

On May 14, 2026 - EP Wealth Advisors, Inc. filed a 13F-HR form disclosing ownership of 14,308 shares of BorgWarner Inc. (MX:BWA) valued at $776,342 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 16,360 shares of BorgWarner Inc.. This represents a change in shares of -12.54% 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)
2026-05-14 2026-03-31 13F BORGWARNER COM 099724106 14,308 -2,052 -12.54 776 5.29 0.0038
2026-02-18 2025-12-31 13F BORGWARNER COM 099724106 16,360 4,899 42.74 737 92.43 0.0038
2025-08-14 2025-06-30 13F BORGWARNER COM 099724106 11,461 -1,253 -9.86 384 5.22 0.0025
2025-05-15 2025-03-31 13F BORGWARNER COM 099724106 12,714 2,152 20.37 364 8.66 0.0029
2025-02-14 2024-12-31 13F BORGWARNER COM 099724106 10,562 578 5.79 336 -7.46 0.0027
2024-11-15 2024-09-30 13F BORGWARNER COM 099724106 9,984 9,984 362 0.0031
2015-11-17 2015-09-30 13F Borg Warner Common 099724106 0 -182,550 -100.00 0 -100.00
2015-08-14 2015-06-30 13F Borg Warner Common 099724106 182,550 8,691 5.00 10,376 -1.31 1.9445
2015-05-15 2015-03-31 13F Borg Warner Common 099724106 173,859 71,292 69.51 10,515 86.55 1.9772
2015-02-17 2014-12-31 13F Borg Warner Common 099724106 102,567 -61,828 -37.61 5,636 -34.84 0.9288
2014-11-12 2014-09-30 13F Borg Warner Common 099724106 164,395 11,818 7.75 8,649 -13.04 1.4006
2014-07-25 2014-06-30 13F Borg Warner Common 099724106 152,577 9,412 6.57 9,946 13.02 2.3113
2014-05-15 2014-03-31 13F BorgWarnerInc Common 099724106 143,165 143,165 8,800 2.4069
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.