BorgWarner Inc.
MX ˙ BMV ˙ US0997241064
SecurityMX:BWA / BorgWarner Inc.
InstitutionPinnacle Associates Ltd
Latest Disclosed Ownership17,275 shares
Latest Disclosed Value $ 937,334
Pinnacle Associates Ltd reports 0.18% decrease in ownership of BWA / BorgWarner Inc.

On April 21, 2026 - Pinnacle Associates Ltd filed a 13F-HR form disclosing ownership of 17,275 shares of BorgWarner Inc. (MX:BWA) valued at $937,334 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 17,307 shares of BorgWarner Inc.. This represents a change in shares of -0.18% 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)
2026-04-21 2026-03-31 13F BORGWARNER COM 099724106 17,275 -32 -0.18 937 20.28 0.0120
2026-02-05 2025-12-31 13F BORGWARNER COM 099724106 17,307 4,936 39.90 780 43.46 0.0100
2025-11-13 2025-09-30 13F BORGWARNER COM 099724106 12,371 -600 -4.63 544 25.12 0.0072
2025-08-04 2025-06-30 13F BORGWARNER COM 099724106 12,971 -524 -3.88 434 12.44 0.0063
2025-05-06 2025-03-31 13F BORGWARNER COM 099724106 13,495 -1,498 -9.99 387 -18.91 0.0057
2025-02-14 2024-12-31 13F BORGWARNER COM 099724106 14,993 -19,592 -56.65 477 -61.58 0.0065
2024-10-25 2024-09-30 13F BORGWARNER COM 099724106 34,585 19,389 127.59 1,240 153.37 0.0211
2024-07-30 2024-06-30 13F BORGWARNER COM 099724106 15,196 -592 -3.75 490 -10.77 0.0077
2024-04-26 2024-03-31 13F BORGWARNER COM 099724106 15,788 -18,797 -54.35 548 -55.77 0.0086
2024-01-19 2023-12-31 13F BORGWARNER COM 099724106 34,585 -666 -1.89 1,240 -12.93 0.0209
2023-10-24 2023-09-30 13F BORGWARNER COM 099724106 35,251 -384 -1.08 1,423 -18.31 0.0265
2023-07-27 2023-06-30 13F BORGWARNER COM 099724106 35,635 17,988 101.93 1,743 101.15 0.0302
2023-05-05 2023-03-31 13F BORGWARNER COM 099724106 17,647 -44 -0.25 867 21.63 0.0177
2023-02-01 2022-12-31 13F/A-1 BORGWARNER COM 099724106 17,691 -108 -0.61 712 27.37 0.0155
2023-01-25 2022-12-31 13F BORGWARNER COM 099724106 17,925 126 757 0.0000
2022-11-01 2022-09-30 13F BORGWARNER COM 099724106 17,799 153 0.87 559 -5.09 0.0128
2022-08-02 2022-06-30 13F BORGWARNER COM 099724106 17,646 -4,942 -21.88 589 -32.99 0.0128
2022-05-05 2022-03-31 13F BORGWARNER COM 099724106 22,588 -899 -3.83 879 -17.00 0.0156
2022-02-02 2021-12-31 13F BORGWARNER COM 099724106 23,487 -13,825 -37.05 1,059 -34.31 0.0183
2021-10-19 2021-09-30 13F BORGWARNER COM 099724106 37,312 252 0.68 1,612 -10.39 0.0297
2021-08-02 2021-06-30 13F BORGWARNER COM 099724106 37,060 -36,028 -49.29 1,799 -46.90 0.0325
2021-05-12 2021-03-31 13F BORGWARNER COM 099724106 73,088 6,912 10.44 3,388 32.50 0.0646
2021-01-26 2020-12-31 13F BORGWARNER COM 099724106 66,176 46,120 229.96 2,557 229.09 0.0519
2020-10-23 2020-09-30 13F BORGWARNER COM 099724106 20,056 -1,148 -5.41 777 3.88 0.0185
2020-08-14 2020-06-30 13F BORGWARNER COM 099724106 21,204 -1,197 -5.34 748 37.00 0.0184
2020-05-13 2020-03-31 13F BORGWARNER COM 099724106 22,401 -546 -2.38 546 -45.13 0.0166
2020-02-03 2019-12-31 13F BORGWARNER COM 099724106 22,947 -447 -1.91 995 15.97 0.0218
2019-11-08 2019-09-30 13F BORGWARNER COM 099724106 23,394 -997 -4.09 858 -16.21 0.0202
2019-08-05 2019-06-30 13F BORGWARNER COM 099724106 24,391 203 0.84 1,024 10.23 0.0240
2019-05-10 2019-03-31 13F BORGWARNER COM 099724106 24,188 -230 -0.94 929 9.55 0.0210
2019-02-05 2018-12-31 13F BORGWARNER COM 099724106 24,418 -346 -1.40 848 -19.92 0.0219
2018-11-09 2018-09-30 13F BORGWARNER COM 099724106 24,764 -1,189 -4.58 1,059 -5.45 0.0220
2018-08-08 2018-06-30 13F BORGWARNER COM 099724106 25,953 3 0.01 1,120 -14.04 0.0230
2018-05-11 2018-03-31 13F BORGWARNER COM 099724106 25,950 96 0.37 1,303 -1.36 0.0255
2018-02-12 2017-12-31 13F BORGWARNER COM 099724106 25,854 -1,388 -5.10 1,321 -5.37 0.0254
2017-11-13 2017-09-30 13F BORGWARNER COM 099724106 27,242 -248 -0.90 1,396 19.93 0.0257
2017-08-09 2017-06-30 13F BORGWARNER COM 099724106 27,490 -797 -2.82 1,164 -1.52 0.0224
2017-05-09 2017-03-31 13F BORGWARNER COM 099724106 28,287 -386 -1.35 1,182 4.51 0.0226
2017-02-10 2016-12-31 13F BORGWARNER COM 099724106 28,673 -1,122 -3.77 1,131 7.92 0.0228
2016-11-14 2016-09-30 13F BORGWARNER COM 099724106 29,795 -755 -2.47 1,048 16.19 0.0210
2016-08-15 2016-06-30 13F BORGWARNER COM 099724106 30,550 -1,217 -3.83 902 -26.07 0.0194
2016-05-13 2016-03-31 13F BORGWARNER COM 099724106 31,767 -847 -2.60 1,220 -13.48 0.0261
2016-02-11 2015-12-31 13F/A-1 BORGWARNER COM 099724106 32,614 -152 -0.46 1,410 3.45 0.0296
2016-02-09 2015-12-31 13F BORGWARNER COM 099724106 32,614 -152 1,410 0.0301
2015-11-10 2015-09-30 13F BORGWARNER COM 099724106 32,766 -548 -1.64 1,363 -28.04 0.0302
2015-08-12 2015-06-30 13F BORGWARNER COM 099724106 33,314 -655 -1.93 1,894 -7.79 0.0352
2015-05-15 2015-03-31 13F BorgWarner COM 099724106 33,969 1,676 5.19 2,054 15.78 0.0383
2015-02-12 2014-12-31 13F BorgWarner COM 099724106 32,293 -373 -1.14 1,774 3.20 0.0348
2014-11-12 2014-09-30 13F BorgWarner COM 099724106 32,666 -1,324 -3.90 1,719 -22.43 0.0350
2014-08-14 2014-06-30 13F BorgWarner COM 099724106 33,990 -1,613 -4.53 2,216 1.23 0.0433
2014-05-14 2014-03-31 13F BorgWarner COM 099724106 35,603 -1,623 -4.36 2,189 5.19 0.0427
2014-02-12 2013-12-31 13F BorgWarner COM 099724106 37,226 16,609 80.56 2,081 -0.43 0.0406
2013-11-14 2013-09-30 13F BorgWarner COM 099724106 20,617 -1,334 -6.08 2,090 10.52 0.0432
2013-08-13 2013-06-30 13F BorgWarner COM 099724106 21,951 21,951 1,891 0.0425
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.