BWA — Borgwarner Inc Institutional Holders · Q3 2026

Name: Who Owns BWA? 26 Institutions Hold $16.4M (Q3 2026)
Creator: ko.io

Who owns Borgwarner Inc (BWA)? 26 institutions reported holding $16.38M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Arbor Wealth Advisors LLC ($6.5M), Kopion Asset Management, LLC ($4.0M), First Community Trust Na ($708,697).

Rank	Institution	Value	Shares	Change
1	Arbor Wealth Advisors LLC	$6.5M	108,718	Hold
2	Kopion Asset Management, LLC	$4.0M	67,249	Trimmed
3	FIRST COMMUNITY TRUST NA	$708,697	11,790	Added
4	Artemis Investment Management LLP	$701,965	11,678	Hold
5	Farther Finance Advisors, LLC	$618,528	10,290	Added
6	GAMMA Investing LLC	$594,128	9,884	Added
7	Central Pacific Bank - Trust Division	$480,880	8,000	Hold
8	Valeo Financial Advisors, LLC	$382,780	6,364	Added
9	CX Institutional	$342,000	5,691	Added
10	RIVERSEDGE ADVISORS, LLC	$293,697	4,886	Added
11	Venture Visionary Partners LLC	$275,644	4,585	Added
12	Everhart Financial Group, Inc.	$270,976	4,508	Hold
13	Paragon Capital Management Ltd	$258,389	4,299	Trimmed
14	Apella Capital, LLC	$251,747	4,037	New
15	Versant Capital Management, Inc	$251,620	4,186	Added
16	MassMutual Private Wealth & Trust, FSB	$219,462	3,651	Added
17	Olistico Wealth, LLC	$66,756	1,111	Added
18	Grove Bank & Trust	$60,891	1,013	Hold
19	ELEVATION WEALTH PARTNERS, LLC	$14,667	244	Added
20	GoalVest Advisory LLC	$5,530	92	New
21	CoreCap Advisors, LLC	$3,066	51	Trimmed
22	GILPIN WEALTH MANAGEMENT, LLC	$2,705	45	Hold
23	Marquette Asset Management, LLC	$962	16	Hold
24	Planning Strategies Inc.	$180	3	Added
25	Monument Capital Management	$0	0	Exited

Source: SEC Form 13F filings · as of 2026-09-30