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BWA BORGWARNER INC

2026Q2 · CUSIP 099724106 · Sector: Industrials

Piling in

Net holder growth ranks near the top of the market

Funds that own it
800
Institutions that reported holding it to the SEC
Net increase in holders
+89
Last quarter 711 → now 800
How unusual is that
Top 5%
Stronger buying than 98% of US stocks
What the filings say, in one paragraph

800 funds held BWA at the end of 2026Q2, up 89 from the quarter before. That is stronger buying than 97.8% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $14.3B(YoY +2.2%), the P/E is 32.1x, return on equity is 7.4%. BWA has had 24 buying rushes in its history, and the price moved +7.3% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Industrials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=429 2013Q4: holders=453 2014Q1: holders=464 2014Q2: holders=495 2014Q3: holders=488 2014Q4: holders=524 2015Q1: holders=512 2015Q2: holders=506 2015Q3: holders=446 2015Q4: holders=440 2016Q1: holders=430 2016Q2: holders=418 2016Q3: holders=465 2016Q4: holders=501 2017Q1: holders=530 2017Q2: holders=515 2017Q3: holders=552 2017Q4: holders=608 2018Q1: holders=582 2018Q2: holders=588 2018Q3: holders=552 2018Q4: holders=522 2019Q1: holders=521 2019Q2: holders=511 2019Q3: holders=494 2019Q4: holders=518 2020Q1: holders=478 2020Q2: holders=500 2020Q3: holders=521 2020Q4: holders=559 2021Q1: holders=591 2021Q2: holders=629 2021Q3: holders=586 2021Q4: holders=631 2022Q1: holders=612 2022Q2: holders=615 2022Q3: holders=601 2022Q4: holders=651 2023Q1: holders=710 2023Q2: holders=726 2023Q3: holders=680 2023Q4: holders=677 2024Q1: holders=654 2024Q2: holders=637 2024Q3: holders=607 2024Q4: holders=630 2025Q1: holders=573 2025Q2: holders=592 2025Q3: holders=639 2025Q4: holders=672 2026Q1: holders=711 2026Q2: holders=800 -89 -44.5 +0 +44.5 +89 376608840 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 24 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 5% — —
2026Q1 Top 10% — —
2025Q4 Top 20% +4.7% —
2025Q3 Top 5% +39.4% +46.0%
2025Q2 Top 20% +7.9% +49.2%
2023Q2 Top 20% -15.7% -20.5%
2023Q1 Top 1% in the market +1.2% -12.1%
2022Q4 Top 10% -10.3% -9.9%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
272
Change in large funds
+27
Total value they hold
$14.2B
Funds buying for the first time
179
Funds that sold out entirely
90
Price change that quarter
+5.7%
Funds holding puts (bearish)
14
Funds holding calls (bullish)
23

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
32.1
EPS (TTM)
$2.03
EPS YoY
+101.0%
Revenue (TTM)
$14.3B
Revenue YoY
+2.2%
Net margin
2.9%
ROE
7.4%
Debt ratio
58.4%
FCF (TTM)
—
Dividend (TTM)
$0.68
Quarterly Revenue & EPS
2021-09-30: EPS 0.40 2021-12-31: EPS 0.54 2022-03-31: EPS 0.84 2022-06-30: EPS 0.91 2022-09-30: EPS 1.15 2022-12-31: EPS 1.09 2023-03-31: EPS 0.93 2023-06-30: EPS 0.87 2023-09-30: EPS 0.21 2023-12-31: EPS 0.66 2024-03-31: EPS 0.90 2024-06-30: EPS 1.34 2024-09-30: EPS 1.04 2024-12-31: EPS -1.78 2025-03-31: EPS 0.72 2025-06-30: EPS 1.03 2025-09-30: EPS 0.73 2025-12-31: EPS -1.20 2026-03-31: EPS 1.16 2026-06-30: EPS 1.34 0B 2.0B 4.0B $B -1.96 -0.24 1.47 201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 12 8 37 67 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-308M186M679M 20162017201820192020202120222023202420252026
Latest quarter $9M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.