Filing Research | BWA - BORGWARNER INC Institutional Holdings

Snapshot holdings

50 / 171 loaded

#		Instrument	quantity
1	Swedbank AB	Shares	2.9MSH	$194.1M
2	Robeco Institutional Asset Management B.V.	Shares	1.8MSH	$119.8M
3	Arbejdsmarkedets Tillaegspension	Shares	371.6KSH	$24.7M
4	COOKSON PEIRCE & CO INC	Shares	266.3KSH	$17.7M
5	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	177.3KSH	$11.8M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	175.1KSH	$10.2M
7	Steigerwald, Gordon & Koch Inc.	Shares	132.7KSH	$8.8M
8	Parkside Investments, LLC	Shares	118.8KSH	$7.9M
9	Crossmark Global Holdings, Inc.	Shares	114.2KSH	$7.6M
10	Arbor Wealth Advisors LLC	Shares	108.7KSH	$7.2M
11	CWA Asset Management Group, LLC	Shares	95.9KSH	$6.4M
12	Police & Firemen's Retirement System of New Jersey	Shares	92.7KSH	$6.2M
13	Mirae Asset Global Investments Co., Ltd.	Shares	89.2KSH	$5.9M
14	Barnes Dennig Private Wealth Management LLC	Shares	82.9KSH	$5.5M
15	RBA Wealth Management, LLC	Shares	81.4KSH	$5.4M
16	ARDSLEY ADVISORY PARTNERS LP	Shares	70.0KSH	$4.6M
17	Kopion Asset Management, LLC	Shares	69.4KSH	$4.6M
18	Triasima Portfolio Management inc.	Shares	64.2KSH	$4.3M
19	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	61.2KSH	$4.1M
20	PensionDanmark Pensionsforsikringsaktieselskab	Shares	60.6KSH	$4.0M
21	Louisiana State Employees Retirement System	Shares	60.0KSH	$4.0M
22	Dupree Financial Group, LLC	Shares	53.9KSH	$3.6M
23	Merit Financial Group, LLC	Shares	53.0KSH	$3.5M
24	BLUE JEAN FINANCIAL LLC	Shares	50.5KSH	$3.4M
25	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	49.1KSH	$3.3M
26	CHICAGO TRUST Co NA	Shares	49.0KSH	$3.3M
27	Assenagon Asset Management S.A.	Shares	45.9KSH	$3.0M
28	Ethos Capital Management, Inc.	Shares	43.6KSH	$2.9M
29	QRG CAPITAL MANAGEMENT, INC.	Shares	39.1KSH	$2.6M
30	PEAK FINANCIAL ADVISORS LLC	Shares	37.4KSH	$2.5M
31	Monument Capital Management	Shares	36.4KSH	$2.4M
32	ACORN FINANCIAL ADVISORY SERVICES INC /ADV	Shares	34.8KSH	$2.3M
33	Goelzer Investment Management, Inc.	Shares	30.2KSH	$2.0M
34	Sequoia Financial Advisors, LLC	Shares	27.1KSH	$1.8M
35	Baron Wealth Management LLC	Shares	26.9KSH	$1.8M
36	Y-Intercept (Hong Kong) Ltd	Shares	26.9KSH	$1.8M
37	KIECKHEFER GROUP LLC	Shares	23.4KSH	$1.6M
38	GATEWAY INVESTMENT ADVISERS LLC	Shares	19.8KSH	$1.3M
39	Oak Thistle LLC	Shares	19.1KSH	$1.3M
40	NorthCrest Asset Manangement, LLC	Shares	18.7KSH	$1.2M
41	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	18.0KSH	$1.2M
42	Blue Trust, Inc.	Shares	16.7KSH	$1.1M
43	Friedenthal Financial	Shares	16.3KSH	$1.1M
44	WINCAP FINANCIAL LLC	Shares	15.8KSH	$1.0M
45	Morningstar Investment Management LLC	Shares	18.6KSH	$1.0M
46	Revolve Wealth Partners, LLC	Shares	14.4KSH	$956.2K
47	Chesley Taft & Associates LLC	Shares	14.3KSH	$948.2K
48	SECURIAN ASSET MANAGEMENT, INC	Shares	15.1KSH	$944.5K
49	EXCHANGE TRADED CONCEPTS, LLC	Shares	14.0KSH	$928.0K
50	Sivia Capital Partners, LLC	Shares	13.2KSH	$875.4K

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Manager changes2026-06-30 vs 2026-03-31

50 / 183 loaded

#		Instrument
1	Swedbank AB trimmed	Shares	-10.1K	+$34.9M	$194.1M
2	Arbejdsmarkedets Tillaegspension added	Shares	+273.1K	+$19.3M	$24.7M
3	Robeco Institutional Asset Management B.V. trimmed	Shares	-140.1K	+$14.3M	$119.8M
4	Mirae Asset Global Investments Co., Ltd. added	Shares	+87.1K	+$5.8M	$5.9M
5	RBA Wealth Management, LLC new	Shares	+81.4K	+$5.4M	$5.4M
6	ARDSLEY ADVISORY PARTNERS LP new	Shares	+70.0K	+$4.6M	$4.6M
7	Triasima Portfolio Management inc. new	Shares	+64.2K	+$4.3M	$4.3M
8	COOKSON PEIRCE & CO INC added	Shares	+7.2K	+$3.6M	$17.7M
9	Dupree Financial Group, LLC new	Shares	+53.9K	+$3.6M	$3.6M
10	BLUE JEAN FINANCIAL LLC new	Shares	+50.5K	+$3.4M	$3.4M
11	PEAK FINANCIAL ADVISORS LLC new	Shares	+37.4K	+$2.5M	$2.5M
12	Monument Capital Management new	Shares	+36.4K	+$2.4M	$2.4M
13	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+4.6K	+$2.1M	$10.2M
14	Y-Intercept (Hong Kong) Ltd new	Shares	+26.9K	+$1.8M	$1.8M
15	Steigerwald, Gordon & Koch Inc. added	Shares	+457	+$1.6M	$8.8M
16	Goelzer Investment Management, Inc. added	Shares	+23.0K	+$1.6M	$2.0M
17	KIECKHEFER GROUP LLC new	Shares	+23.4K	+$1.6M	$1.6M
18	CWA Asset Management Group, LLC added	Shares	+4.9K	+$1.4M	$6.4M
19	Parkside Investments, LLC trimmed	Shares	-835	+$1.4M	$7.9M
20	Arbor Wealth Advisors LLC unchanged	Shares	0	+$1.3M	$7.2M
21	Police & Firemen's Retirement System of New Jersey added	Shares	+3.2K	+$1.3M	$6.2M
22	Oak Thistle LLC new	Shares	+19.1K	+$1.3M	$1.3M
23	Friedenthal Financial new	Shares	+16.3K	+$1.1M	$1.1M
24	Revolve Wealth Partners, LLC new	Shares	+14.4K	+$956.2K	$956.2K
25	Ethos Capital Management, Inc. added	Shares	+6.4K	+$876.7K	$2.9M
26	Barnes Dennig Private Wealth Management LLC trimmed	Shares	-3.2K	+$835.0K	$5.5M
27	GATEWAY INVESTMENT ADVISERS LLC added	Shares	+10.5K	+$807.2K	$1.3M
28	Louisiana State Employees Retirement System unchanged	Shares	0	+$728.4K	$4.0M
29	Crossmark Global Holdings, Inc. trimmed	Shares	-12.6K	+$704.1K	$7.6M
30	Merit Financial Group, LLC added	Shares	+590	+$675.5K	$3.5M
31	MISSION WEALTH MANAGEMENT, LP new	Shares	+9.8K	+$648.6K	$648.6K
32	PensionDanmark Pensionsforsikringsaktieselskab trimmed	Shares	-2.2K	+$615.5K	$4.0M
33	Procyon Advisors, LLC new	Shares	+8.8K	+$581.5K	$581.5K
34	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+7.0K	+$547.5K	$928.0K
35	CARY STREET PARTNERS FINANCIAL LLC new	Shares	+7.5K	+$495.4K	$495.4K
36	WEDGE CAPITAL MANAGEMENT L L P/NC trimmed	Shares	-30.6K	+$492.3K	$11.8M
37	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-5.2K	+$462.9K	$4.1M
38	QRG CAPITAL MANAGEMENT, INC. trimmed	Shares	-378	+$453.8K	$2.6M
39	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-2.8K	+$445.7K	$3.3M
40	Sequoia Financial Advisors, LLC added	Shares	+2.1K	+$440.6K	$1.8M
41	LVW Advisors, LLC new	Shares	+5.3K	+$349.7K	$349.7K
42	CHICAGO TRUST Co NA trimmed	Shares	-4.6K	+$343.2K	$3.3M
43	Baron Wealth Management LLC added	Shares	+287	+$342.1K	$1.8M
44	NorthCrest Asset Manangement, LLC added	Shares	+1.6K	+$306.5K	$1.2M
45	ACORN FINANCIAL ADVISORY SERVICES INC /ADV trimmed	Shares	-2.8K	+$272.7K	$2.3M
46	Farther Finance Advisors, LLC added	Shares	+2.6K	+$255.6K	$636.3K
47	Bond & Devick Financial Network, Inc. new	Shares	+3.6K	+$242.4K	$242.4K
48	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management new	Shares	+3.6K	+$241.9K	$241.9K
49	AVALON CAPITAL MANAGEMENT new	Shares	+3.6K	+$239.0K	$239.0K
50	WINCAP FINANCIAL LLC added	Shares	+688	+$229.3K	$1.0M

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