BlackRock reports 8.6M shares of BorgWarner
BlackRock Portfolio Management LLC filed Amendment No. 2 to a Schedule 13G/A reporting beneficial ownership of 8,603,715 shares of BorgWarner Inc. (BWA), representing 4.2% of the class as shown on the cover page dated 03/31/2026.
Sentiment and the balance of points
Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.
Rhea-AI Filing Summary
BlackRock Portfolio Management LLC filed Amendment No. 2 to a Schedule 13G/A reporting beneficial ownership of 8,603,715 shares of BorgWarner Inc. (BWA), representing 4.2% of the class as shown on the cover page dated 03/31/2026. The filing lists 6,414,296 shares as sole voting power and 8,603,715 shares as sole dispositive power. The schedule states these holdings reflect securities held by reporting business units of BlackRock, Inc., per SEC Release No. 34-39538.
Insights
BlackRock's filing discloses a 8,603,715-share stake (4.2%).
BlackRock Portfolio Management LLC reports beneficial ownership of 8,603,715 shares of BorgWarner, with 6,414,296 shares carrying sole voting power. The filing follows the Schedule 13G/A format for passive/investment management holdings.
Ownership is recorded as held by reporting business units under SEC Release No. 34-39538; timing and disposition plans are not disclosed in the excerpt. Subsequent filings would show any change in percentage or voting arrangements.
The stake size (4.2%) is below typical 5% activist thresholds.
The schedule explicitly states the position represents 4.2% of the class, which is below filing categories that often trigger additional governance scrutiny. The filing also notes the interest is held by multiple BlackRock business units as permitted by the cited SEC release.
Material governance impacts are unlikely from this disclosure alone; any change in voting intent or increase above 5% would be disclosed in future amendments.
Key Figures
Key Terms
Schedule 13G/A regulatory
Beneficial ownership financial
Sole dispositive power regulatory
SEC Release No. 34-39538 regulatory
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What stake does BlackRock (BWA) report in BorgWarner?
Is BlackRock an activist owner of BorgWarner based on this filing?
Which BlackRock entity filed the Schedule 13G/A for BorgWarner?
What dates are shown on the filing for BorgWarner ownership?
AI-generated analysis. How Rhea-AI works. Not financial advice.