Borgwarner Inc (BWA) 13F Investor Activity Report (Q2 2026)

BWA ranks #632 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

823 institutions disclose a position in BWA, but none treat it as a major bet — even Samlyn Capital, LLC, its most concentrated holder, allocates just 2.1% of its own portfolio to it.

Bailard, Inc. has added to its BWA position for two straight quarters, increasing it by $2.1M to reach $2.9M today.

Kopion Asset Management, LLC has trimmed its BWA position for two straight quarters, cutting it by $2.5M while still holding $4.0M.

BWA is down 0.9% today, but institutions show net buying of $1.7B this quarter — a divergence between today's price move and the underlying institutional flow.

BWA posted net income of $415.0M over the trailing twelve months, and currently trades at a P/E of 30.3.

• Profitable — net income of $415.0M over the trailing twelve months
• Revenue grew 2.2% year over year
• Net income improved year over year, from $210.0M to $415.0M
• Generated $1.6B in positive operating cash flow
• Current ratio of 2.07x — enough short-term assets to cover short-term liabilities
• Liabilities run 1.50x equity — within a conventional range