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BWX Technologies, Inc.

BWXT
Exchange
NYSE
Industry
Engines & Turbines
SEC CIK
0001486957

In the last 90 days, BWX Technologies, Inc. insiders filed 0 open-market purchases and 1 sale; 856 institutions reported holding it in 13F filings for Q2 2026, worth $16.5B in total; ARK Invest is the only superinvestor holding it.

13F holders, Q2 2021

Institutional positions in BWX Technologies, Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
286
+9 vs. Q1 2021
Shares held
91.2M
−1.42M (−1.5%) vs. Q1 2021
Total value
$5.30B
−$806.9M (−13.2%) vs. Q1 2021
New holders
44
73 more added
Sold out
35
103 more reduced

Compare with Q1 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting BWXT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2021: 286 institutions
Q1 2021: 277 institutionsQ2 2021: 286 institutionsQ3 2021: 270 institutionsQ4 2021: 280 institutionsQ1 2022: 292 institutionsQ2 2022: 291 institutionsQ3 2022: 311 institutionsQ4 2022: 348 institutionsQ1 2023: 346 institutionsQ2 2023: 375 institutionsQ3 2023: 389 institutionsQ4 2023: 428 institutionsQ1 2024: 479 institutionsQ2 2024: 496 institutionsQ3 2024: 548 institutionsQ4 2024: 596 institutionsQ1 2025: 606 institutionsQ2 2025: 651 institutionsQ3 2025: 704 institutionsQ4 2025: 761 institutionsQ1 2026: 831 institutionsQ2 2026: 856 institutions
Value heldQ2 2021: $5.30B
Q1 2021: $6.10BQ2 2021: $5.30BQ3 2021: $4.84BQ4 2021: $4.25BQ1 2022: $4.80BQ2 2022: $4.99BQ3 2022: $4.57BQ4 2022: $5.16BQ1 2023: $5.59BQ2 2023: $6.62BQ3 2023: $6.70BQ4 2023: $6.64BQ1 2024: $8.65BQ2 2024: $8.03BQ3 2024: $9.08BQ4 2024: $9.34BQ1 2025: $8.25BQ2 2025: $12.6BQ3 2025: $15.8BQ4 2025: $14.6BQ1 2026: $17.4BQ2 2026: $16.5B
Institutions holding BWXT and their total value by quarter
QuarterHoldersValue
Q2 2026856$16.5B
Q1 2026831$17.4B
Q4 2025761$14.6B
Q3 2025704$15.8B
Q2 2025651$12.6B
Q1 2025606$8.25B
Q4 2024596$9.34B
Q3 2024548$9.08B
Q2 2024496$8.03B
Q1 2024479$8.65B
Q4 2023428$6.64B
Q3 2023389$6.70B
Q2 2023375$6.62B
Q1 2023346$5.59B
Q4 2022348$5.16B
Q3 2022311$4.57B
Q2 2022291$4.99B
Q1 2022292$4.80B
Q4 2021280$4.25B
Q3 2021270$4.84B
Q2 2021286$5.30B
Q1 2021277$6.10B

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding BWX Technologies, Inc.; share changes are against Q1 2021.

Institutions holding BWXT in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
TCI Wealth Advisors, Inc.8$00.00%00.0%Unchanged
First Horizon Corp14$00.00%00.0%Unchanged
First Horizon Advisors, Inc.5$00.00%00.0%Unchanged
BBVA USA2$00.00%+2New
Glassman Wealth Services2$00.00%+2New
Enterprise Financial Services Corp14$1.00K0.00%00.0%Unchanged
Baystate Wealth Management LLC10$1.00K0.00%00.0%Unchanged
JNBA Financial Advisors12$1.00K0.00%+12New
Strategic Blueprint, LLC11$1.00K0.00%+11New
TD Private Client Wealth LLC19$1.10K0.00%00.0%Unchanged
West Paces Advisors Inc.26$1.51K0.00%+26New
NEXT Financial Group, Inc39$2.00K0.00%00.0%Unchanged
Massmutual Trust Co FSB31$2.00K0.00%00.0%Unchanged
O'Shaughnessy Asset Management, LLC32$2.00K0.00%00.0%Unchanged
Howe & Rusling Inc46$3.00K0.00%00.0%Unchanged
JJJ Advisors Inc.53$3.00K0.00%00.0%Unchanged
Private Capital Group, LLC51$3.00K0.00%00.0%Unchanged
Rosenberg Matthew Hamilton50$3.00K0.00%00.0%Unchanged
Carroll Financial Associates, Inc.82$4.00K0.00%−34−29.3%Reduced
AllSquare Wealth Management LLC76$4.00K0.00%00.0%Unchanged
Bellevue Asset Management, LLC65$4.00K0.00%−8−11.0%Reduced
HM Payson & Co62$4.00K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.66$4.00K0.00%00.0%Unchanged
Tarbox Family Office, Inc.68$4.00K0.00%00.0%Unchanged
Earnest Partners LLC94$5.00K0.00%00.0%Unchanged
Berman Capital Advisors, LLC94$5.00K0.00%00.0%Unchanged
Creative Financial Designs Inc78$5.00K0.00%00.0%Unchanged
Savior LLC80$5.00K0.00%00.0%Unchanged
Atlas Capital Advisors LLC100$5.81K0.00%00.0%Unchanged
IFP Advisors, Inc102$6.00K0.00%−500−83.1%Reduced
Pier Capital, LLC102$6.00K0.00%00.0%Unchanged
Stonebridge Capital Advisors LLC100$6.00K0.00%00.0%Unchanged
Lindbrook Capital, LLC107$6.00K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.113$7.00K0.00%+113New
Arcadia Investment Advisors LLC122$7.09K0.00%00.0%Unchanged
Summit Wealth Group, LLC138$8.00K0.01%00.0%Unchanged
Sonora Investment Management, LLC150$9.00K0.00%00.0%Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP150$9.00K0.00%+150New
Smithfield Trust Co165$10.0K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC185$11.0K0.00%00.0%Unchanged
American Portfolios Advisors195$11.3K0.00%00.0%Unchanged
Leonteq Securities AG199$11.6K0.00%+199New
Counterpoint Mutual Funds LLC227$13.0K0.01%+227New
Steward Partners Investment Advisory, LLC266$15.0K0.00%00.0%Unchanged
Parallel Advisors, LLC258$15.0K0.00%+32+14.2%Added
AdvisorNet Financial, Inc278$16.0K0.00%−42−13.1%Reduced
Reilly Financial Advisors, LLC282$16.0K0.00%00.0%Unchanged
Eaton Vance Management286$17.0K0.00%−99−25.7%Reduced
Accel Wealth Management305$18.0K0.01%00.0%Unchanged
Northwestern Mutual Wealth Management Co314$18.0K0.00%+289+1,156.0%Added
Key Financial Inc350$20.0K0.01%00.0%Unchanged
CWM, LLC350$20.0K0.00%00.0%Unchanged
Advisory Services Network, LLC392$23.0K0.00%+392New
Quadrant Capital Group LLC415$24.0K0.00%+10+2.5%Added
Versant Capital Management, Inc471$27.0K0.01%00.0%Unchanged
Fifth Third Bancorp550$32.0K0.00%00.0%Unchanged
Riverview Trust Co550$32.0K0.03%00.0%Unchanged
Meeder Asset Management Inc581$34.0K0.00%−1,907−76.6%Reduced
Huntington National Bank750$44.0K0.00%00.0%Unchanged
Monetary Management Group Inc750$44.0K0.01%00.0%Unchanged
Fieldpoint Private Securities, LLC805$45.0K0.01%−68−7.8%Reduced
Selective Wealth Management, Inc.1,000$58.0K0.05%00.0%Unchanged
Proequities, Inc.1,200$70.0K0.00%+49+4.3%Added
Vestcor Inc1,337$78.0K0.00%00.0%Unchanged
Zions Bancorporation, N.A.1,384$80.0K0.01%00.0%Unchanged
Exos Asset Management LLC1,372$80.0K0.04%+1,372New
FourThought Financial, LLC1,572$91.0K0.01%−73−4.4%Reduced
American International Group, Inc.1,805$105.0K0.00%+28+1.6%Added
State of Wyoming1,956$114.0K0.07%+1,956New
First Mercantile Trust Co1,985$115.0K0.01%−347−14.9%Reduced
Penn Mutual Asset Management, LLC2,855$166.0K0.21%−570−16.6%Reduced
Agf Investments Inc.2,910$169.0K0.00%−252−8.0%Reduced
Tradition Wealth Management, LLC2,949$171.0K0.03%+2,949New
Simplex Trading, LLC2,969$172.0K0.01%+2,969New
Dark Forest Capital Management LP3,463$201.0K0.09%+3,463New
CIBC Asset Management Inc3,549$206.0K0.00%00.0%Unchanged
JustInvest LLC3,540$206.0K0.02%+3,540New
Raymond James Financial Services Advisors, Inc.3,700$215.0K0.00%+3,700New
Teza Capital Management LLC3,704$215.0K0.03%+3,704New
XTX Topco Ltd3,885$226.0K0.08%+3,885New
Shepherd Kaplan Krochuk, LLC3,900$227.0K0.08%00.0%Unchanged
Verition Fund Management LLC3,946$229.0K0.00%−5,675−59.0%Reduced
Brown Brothers Harriman & Co4,005$233.0K0.00%00.0%Unchanged
Aigen Investment Management, LP4,023$234.0K0.04%+4,023New
Ingalls & Snyder LLC4,205$244.0K0.01%−440−9.5%Reduced
Hancock Whitney Corp4,303$250.0K0.01%−488−10.2%Reduced
Summit Global Investments4,400$256.0K0.02%+100+2.3%Added
MML Investors Services, LLC4,443$258.0K0.00%+196+4.6%Added
Personal Cfo Solutions, LLC4,483$261.0K0.05%+37+0.8%Added
HighTower Advisors, LLC4,446$261.0K0.00%+115+2.7%Added
Avestar Capital, LLC4,685$272.0K0.05%+4,685New
Captrust Financial Advisors4,762$277.0K0.00%+37+0.8%Added
Paloma Partners Management Co4,972$289.0K0.01%+4,972New
Cresset Asset Management, LLC4,992$291.0K0.00%−270−5.1%Reduced
Williams Jones Wealth Management, LLC.5,000$291.0K0.00%00.0%Unchanged
FDx Advisors, Inc.5,004$291.0K0.01%+5,004New
Centiva Capital, LP5,058$294.0K0.02%+5,058New
Alps Advisors Inc5,328$310.0K0.00%00.0%Unchanged
US Bancorp5,430$315.0K0.00%−2,644−32.7%Reduced
Glenmede Trust Co NA5,430$315.0K0.00%−52−0.9%Reduced