Form 13-F position report

BORGWARNER INC

Reported by Baron Wealth Management LLC

Company profile Manager portfolio Source filing
BWA CUSIP 099724106 Manager CIK 0001968507
Latest reported change

Reported 19,600 shares, unchanged from the prior quarter.

Reported value 22.0%; share count 0.0% vs. the prior quarter.

Unchanged
% of reported 13F value 0.68% This manager · Q1 2023
Shares 19,600 Quarter-end amount reported
Reported value $962,556 Fair value at quarter end
Consecutive quarters held 2 Through Q1 2023

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

16 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q3 2026 Reduced 26,748 -146 (-0.5%) 0.41% $1,607,830 2026-10-27
Q2 2026 Added 26,894 +287 (1.1%) 0.46% $1,785,782 2026-07-07
Q1 2026 Added 26,607 +759 (2.9%) 0.43% $1,443,669 2026-04-16
Q4 2025 Added 25,848 +2,737 (11.8%) 0.36% $1,164,719 2026-01-14
Q3 2025 Added 23,111 +1,358 (6.2%) 0.34% $1,015,949 2025-10-20
Q2 2025 Added 21,753 +511 (2.4%) 0.26% $728,304 2025-07-09
Q1 2025 Added 21,242 +1,267 (6.3%) 0.27% $608,589 2025-05-14
Q4 2024 Added 19,975 +153 (0.8%) 0.3% $635,008 2025-01-23
Q3 2024 Added 19,822 +222 (1.1%) 0.35% $719,340 2024-11-07
Q2 2024 Unchanged 19,600 0 (0.0%) 0.33% $631,904 2024-08-13
Q1 2024 Unchanged 19,600 0 (0.0%) 0.36% $680,904 2024-05-08
Q4 2023 Unchanged 19,600 0 (0.0%) 0.38% $702,660 2024-01-04
Q3 2023 Unchanged 19,600 0 (0.0%) 0.51% $791,252 2023-11-01
Q2 2023 Unchanged 19,600 0 (0.0%) 0.61% $958,636 2023-08-08
Q1 2023 Unchanged 19,600 0 (0.0%) 0.68% $962,556 2023-05-10
Q4 2022 New 19,600 +19,600 (0.0%) 0.6% $788,900 2023-04-04
Institutional context

Who else reported the position

768 managers reported BORGWARNER INC for Q1 2023.

Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Added 26,723,848 +335,749 0.03% $1,312,408,176 40 qtrs
BlackRock Inc Reduced 18,428,919 -485,872 0.03% $905,044,187 40 qtrs
HARRIS ASSOCIATES L P Reduced 10,570,229 -1,027,094 1.01% $519,103,952 40 qtrs
STATE STREET CORPORATION Added 10,092,045 +276,554 0.03% $495,620,330 30 qtrs
VICTORY CAPITAL MANAGEMENT INC Reduced 8,848,314 -1,206,841 0.49% $434,540,701 34 qtrs
DIMENSIONAL FUND ADVISORS LP Added 7,091,584 +67,706 0.12% $348,258,444 40 qtrs
DIAMOND HILL CAPITAL MANAGEMENT INC Reduced 5,417,476 -1,302,110 1.25% $266,052,244 33 qtrs
MACQUARIE GROUP LTD Added 5,322,946 +484,794 0.31% $261,409,623 40 qtrs
Bank of America Corporation Added 5,051,354 +144,031 0.03% $248,072,007 40 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 5,014,053 +82,471 0.03% $245,705,223 40 qtrs
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Filing details and methodology As reported
Report period
March 31, 2023
Filed
May 10, 2023
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
0
Shared
0
None
19,600

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.