BWAIndustrialsTransportation Equipment

BORGWARNER INC

Funds holding it
542
N-PORT 2026Q1
Superinvestors
1 of 36
13F 2026-03-31
Fund-held value
$4.49B
across 542 funds
Bond issues
5
of its debt, held by funds

The business

BorgWarner Inc. (NYSE: BWA) is a global automotive supplier headquartered in Auburn Hills, Michigan, and operates through its website at www.borgwarner.com. The company designs, manufactures, and sells clean and efficient technology solutions for combustion, hybrid, and electric vehicles worldwide, serving nearly every major automotive original equipment manufacturer globally.

The company operates through four reportable segments. Turbos & Thermal Technologies, which generated approximately 40 percent of net sales in 2025, develops turbochargers, eBoosters, eTurbos, emissions systems, thermal management solutions, and powertrain sensors. Drivetrain & Morse Systems, representing approximately 40 percent of sales, produces hydraulic controls, friction and mechanical clutch products for automatic transmissions, torque management systems, chain systems, and variable camshaft phasing products. PowerDrive Systems, accounting for approximately 16 percent of revenue, provides power electronics including inverters, onboard chargers, DC/DC converters, electric motors, generators, and integrated drive modules for electric and hybrid vehicles. Battery & Charging Systems, representing approximately 4 percent of sales, manufactures lithium-ion battery systems for electrified buses, trucks, and off-highway applications, though the company decided to exit its charging business in February 2025.

BorgWarner generated net sales of approximately $14.3 billion in 2025, with approximately 82 percent derived from light-vehicle applications, 10 percent from commercial vehicles, 5 percent from off-highway vehicles, and 3 percent from aftermarket distributors. The company maintains a global workforce of approximately 37,500 employees across manufacturing facilities in Europe, the Americas, and Asia. Approximately 16 percent of sales are generated in the United States, with 84 percent from international markets. Major customers include Volkswagen and Ford, which represented 13 percent and 12 percent of consolidated net sales respectively in 2025. The company's eProducts revenue, encompassing all electric vehicle-related technologies, reached approximately $2.6 billion in 2025, representing 18 percent of total revenue, while Foundational products for internal combustion engines generated $11.7 billion or 82 percent of sales. BorgWarner maintains approximately 5,000 active domestic and foreign patents and owns valuable trademarks including the BorgWarner brand name.

Sector
Industrials
Industry
Transportation Equipment
HQ
AUBURN HILLS, MI
FY end
12/31
CIK
0000908255
SIC
3714

Ownership

Who holds BORGWARNER INC · N-PORT 2026Q1 · 13F 2026-03-31

Top fund holders

Fund% of fundValue
iShares Core S&P Mid-Cap ETF
IJH · iShares Trust
0.35%$371.96M
VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.02%$355.82M
VANGUARD SMALL-CAP INDEX FUND
VB · VANGUARD INDEX FUNDS
0.16%$259.04M
FULLERTHALER BEHAVIORAL SMALL CAP EQUITY
FTHNX · Capitol Series Trust
1.89%$211.15M
Victory Sycamore Established Value Fund
VETAX · Victory Portfolios
1.12%$168.15M

Superinvestors in BORGWARNER INC

Bill NygrenDECREASED -83.8%
Harris Associates (Oakmark)
<0.1%

Share of each manager's reported 13F portfolio.

Fund ownership is a subset of institutional 13F ownership — the two describe overlapping populations and must not be added together.

15 years of BORGWARNER INC's financials

Income statement, balance sheet and cash flow across 15 years, every filing with its disclosures, and each number traceable to the filing it came from — free with an account, no card required.

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