BorgWarner Inc.
MX ˙ BMV ˙ US0997241064
SecurityMX:BWA / BorgWarner Inc.
InstitutionJohnson Financial Group, Inc.
Latest Disclosed Ownership27,362 shares
Latest Disclosed Value $ 1,484,664
Johnson Financial Group, Inc. reports 7.79% decrease in ownership of BWA / BorgWarner Inc.

On May 7, 2026 - Johnson Financial Group, Inc. filed a 13F-HR form disclosing ownership of 27,362 shares of BorgWarner Inc. (MX:BWA) valued at $1,484,664 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 29,672 shares of BorgWarner Inc.. This represents a change in shares of -7.79% 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)
2026-05-07 2026-03-31 13F BORGWARNER COM 099724106 27,362 -2,310 -7.79 1,485 10.99 0.0538
2026-02-12 2025-12-31 13F BORGWARNER COM 099724106 29,672 3,926 15.25 1,337 18.21 0.0500
2025-11-13 2025-09-30 13F BORGWARNER COM 099724106 25,746 -283 -1.09 1,132 29.85 0.0425
2025-08-13 2025-06-30 13F BORGWARNER COM 099724106 26,029 -13,301 -33.82 871 -22.65 0.0392
2025-05-15 2025-03-31 13F BORGWARNER COM 099724106 39,330 -665 -1.66 1,127 -11.69 0.0551
2025-02-14 2024-12-31 13F BORGWARNER COM 099724106 39,995 -1,048 -2.55 1,276 -14.37 0.0603
2024-11-13 2024-09-30 13F BORGWARNER COM 099724106 41,043 1,502 3.80 1,489 16.88 0.0680
2024-08-14 2024-06-30 13F BORGWARNER COM 099724106 39,541 26,753 209.20 1,275 186.94 0.0618
2024-05-14 2024-03-31 13F BORGWARNER COM 099724106 12,788 2,193 20.70 444 17.15 0.0239
2024-02-09 2023-12-31 13F/A-1 BORGWARNER COM 099724106 10,595 -4,414 -29.41 380 -37.36 0.0208
2024-02-09 2023-12-31 13F BORGWARNER COM 099724106 10,595 -4,414 380 0.0125
2023-11-14 2023-09-30 13F BORGWARNER COM 099724106 15,009 908 6.44 606 -12.19 0.0421
2023-08-14 2023-06-30 13F BORGWARNER COM 099724106 14,101 2,178 18.27 690 17.78 0.0477
2023-05-12 2023-03-31 13F BORGWARNER COM 099724106 11,923 1,531 14.73 586 39.95 0.0417
2023-02-13 2022-12-31 13F BORGWARNER COM 099724106 10,392 570 5.80 418 13.90 0.0332
2022-11-14 2022-09-30 13F BORGWARNER COM 099724106 9,822 946 10.66 367 23.99 0.0338
2022-08-15 2022-06-30 13F BORGWARNER COM 099724106 8,876 -98 -1.09 296 -15.19 0.0212
2022-05-16 2022-03-31 13F BORGWARNER COM 099724106 8,974 0 0.00 349 -13.61 0.0247
2022-02-14 2021-12-31 13F BORGWARNER COM 099724106 8,974 -277 -2.99 404 1.00 0.0256
2021-11-12 2021-09-30 13F BORG WARNER COM 099724106 9,251 -61 -0.66 400 -11.50 0.0272
2021-08-13 2021-06-30 13F BORGWARNER COM 099724106 9,312 615 7.07 452 12.16 0.0296
2021-05-14 2021-03-31 13F BORG WARNER COM 099724106 8,697 344 4.12 403 24.77 0.0271
2021-02-12 2020-12-31 13F BORGWARNER COM 099724106 8,353 460 5.83 323 5.56 0.0276
2020-11-12 2020-09-30 13F BORG WARNER AUTOMOTIVE COM 099724106 7,893 5,415 218.52 306 251.72 0.0313
2020-08-11 2020-06-30 13F BORG WARNER AUTOMOTIVE COM 099724106 2,478 -13,938 -84.90 87 -78.20 0.0093
2020-05-14 2020-03-31 13F BORG WARNER AUTOMOTIVE COM 099724106 16,416 8,471 106.62 399 15.65 0.0477
2020-02-14 2019-12-31 13F BORG WARNER AUTOMOTIVE COM 099724106 7,945 7,945 345 0.0312
2019-08-09 2019-06-30 13F BORG WARNER AUTOMOTIVE COM 099724106 0 -581 -100.00 0 -100.00
2019-05-13 2019-03-31 13F BORG WARNER AUTOMOTIVE COM 099724106 581 581 22 0.0020
2018-08-07 2018-06-30 13F BORG WARNER AUTOMOTIVE COM 099724106 0 -14 -100.00 0 -100.00
2018-05-07 2018-03-31 13F BORG WARNER AUTOMOTIVE COM 099724106 14 14 1 0.0001
2017-02-07 2016-12-31 13F/A-1 BORG WARNER AUTOMOTIVE COM 099724106 0 -92 -100.00 0 -100.00
2016-11-14 2016-09-30 13F BORG WARNER AUTOMOTIVE COM 099724106 92 0 0.00 3 0.00 0.0004
2016-08-12 2016-06-30 13F BORG WARNER AUTOMOTIVE COM 099724106 92 0 0.00 3 -25.00 0.0004
2016-05-09 2016-03-31 13F BORG WARNER AUTOMOTIVE COM 099724106 92 -102 -52.58 4 -50.00 0.0008
2016-02-08 2015-12-31 13F BORG WARNER AUTOMOTIVE COM 099724106 194 -1,513 -88.64 8 -88.73 0.0017
2015-11-02 2015-09-30 13F BORG WARNER AUTOMOTIVE COM 099724106 1,707 33 1.97 71 -25.26 0.0155
2015-08-11 2015-06-30 13F BORG WARNER AUTOMOTIVE COM 099724106 1,674 13 0.78 95 -5.94 0.0197
2015-05-12 2015-03-31 13F BORG WARNER AUTOMOTIVE COM 099724106 1,661 0 0.00 101 10.99 0.0217
2015-02-10 2014-12-31 13F BORG WARNER AUTOMOTIVE COM 099724106 1,661 23 1.40 91 5.81 0.0211
2014-11-14 2014-09-30 13F BORG WARNER AUTOMOTIVE COM 099724106 1,638 0 0.00 86 -18.87 0.0224
2014-08-06 2014-06-30 13F BORGWARNER COM 099724106 1,638 1,588 3,176.00 106 3,433.33 0.0279
2014-05-14 2014-03-31 13F BORGWARNER COM 099724106 50 -6 -10.71 3 0.00 0.0009
2014-02-11 2013-12-31 13F BORGWARNER COM 099724106 56 -779 -93.29 3 -96.47 0.0009
2013-11-14 2013-09-30 13F BORGWARNER COM 099724106 835 0 0.00 85 18.06 0.0258
2013-08-14 2013-06-30 13F BORGWARNER COM 099724106 835 835 72 0.0200
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.