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, Q3 2021
Institutional positions in BWX Technologies, Inc. as of Sep 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
- 270
- −13 vs. Q2 2021
- Shares held
- 89.8M
- −1.38M (−1.5%) vs. Q2 2021
- Total value
- $4.84B
- −$462.0M (−8.7%) vs. Q2 2021
- New holders
- 29
- 103 more added
- Sold out
- 42
- 88 more reduced
3 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 856 | $16.5B |
| Q1 2026 | 831 | $17.4B |
| Q4 2025 | 761 | $14.6B |
| Q3 2025 | 704 | $15.8B |
| Q2 2025 | 651 | $12.6B |
| Q1 2025 | 606 | $8.25B |
| Q4 2024 | 596 | $9.34B |
| Q3 2024 | 548 | $9.08B |
| Q2 2024 | 496 | $8.03B |
| Q1 2024 | 479 | $8.65B |
| Q4 2023 | 428 | $6.64B |
| Q3 2023 | 389 | $6.70B |
| Q2 2023 | 375 | $6.62B |
| Q1 2023 | 346 | $5.59B |
| Q4 2022 | 348 | $5.16B |
| Q3 2022 | 311 | $4.57B |
| Q2 2022 | 291 | $4.99B |
| Q1 2022 | 292 | $4.80B |
| Q4 2021 | 280 | $4.25B |
| Q3 2021 | 270 | $4.84B |
| Q2 2021 | 286 | $5.30B |
| Q1 2021 | 277 | $6.10B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding BWX Technologies, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BBVA USA | 2 | $0 | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 8 | $0 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 19 | $0 | 0.00% | +14+280.0% | Added |
| Glassman Wealth Services | 3 | $0 | 0.00% | +1+50.0% | Added |
| Farmers & Merchants Investments Inc | 6 | $0 | 0.00% | +6 | New |
| JJJ Advisors Inc. | 18 | $1.00K | 0.00% | −35−66.0% | Reduced |
| Baystate Wealth Management LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 25 | $1.00K | 0.00% | +25 | New |
| TD Private Client Wealth LLC | 19 | $1.02K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 20 | $1.08K | 0.00% | +20 | New |
| Howe & Rusling Inc | 46 | $2.00K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 41 | $2.00K | 0.00% | +9+28.1% | Added |
| Koshinski Asset Management, Inc. | 51 | $2.76K | 0.00% | +51 | New |
| Berman Capital Advisors, LLC | 74 | $3.00K | 0.00% | −20−21.3% | Reduced |
| HM Payson & Co | 62 | $3.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 51 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 58 | $3.00K | 0.00% | +19+48.7% | Added |
| Meridian Wealth Partners, LLC | 59 | $3.00K | 0.00% | +59 | New |
| Creative Financial Designs Inc | 78 | $4.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 66 | $4.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 82 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 71 | $4.00K | 0.00% | +3+4.4% | Added |
| AllSquare Wealth Management LLC | 76 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 65 | $4.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 90 | $4.85K | 0.00% | −105−53.8% | Reduced |
| Eaton Vance Management | 286 | $5.00K | 0.00% | 00.0% | Unchanged |
| Pier Capital, LLC | 102 | $5.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 94 | $5.00K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 100 | $5.39K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 113 | $6.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 113 | $6.00K | 0.00% | +11+10.8% | Added |
| Lindbrook Capital, LLC | 113 | $6.00K | 0.00% | +6+5.6% | Added |
| Bessemer Group Inc | 111 | $6.00K | 0.00% | +111 | New |
| Bell Investment Advisors, Inc | 109 | $6.00K | 0.00% | +109 | New |
| Arcadia Investment Advisors LLC | 122 | $6.57K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 127 | $6.84K | 0.00% | −72−36.2% | Reduced |
| Sonora Investment Management, LLC | 150 | $8.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 165 | $9.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 185 | $10.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 210 | $11.0K | 0.00% | −170,583−99.9% | Reduced |
| Parallel Advisors, LLC | 212 | $11.0K | 0.00% | −46−17.8% | Reduced |
| South State Corp. | 250 | $13.0K | 0.00% | +250 | New |
| Steward Partners Investment Advisory, LLC | 266 | $14.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 278 | $15.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 305 | $16.0K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 332 | $18.0K | 0.01% | −3,131−90.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 335 | $18.0K | 0.00% | +21+6.7% | Added |
| Key Financial Inc | 350 | $19.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 366 | $20.0K | 0.00% | −49−11.8% | Reduced |
| Tower Research Capital LLC (TRC) | 417 | $22.0K | 0.00% | −16,315−97.5% | Reduced |
| Versant Capital Management, Inc | 472 | $25.0K | 0.01% | +1+0.2% | Added |
| Riverview Trust Co | 550 | $30.0K | 0.03% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 581 | $31.0K | 0.00% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 590 | $32.0K | 0.02% | +590 | New |
| Monetary Management Group Inc | 750 | $40.0K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 807 | $43.0K | 0.01% | +2+0.2% | Added |
| Fifth Third Bancorp | 809 | $44.0K | 0.00% | +259+47.1% | Added |
| Huntington National Bank | 840 | $45.0K | 0.00% | +90+12.0% | Added |
| Herold Advisors, Inc. | 885 | $47.0K | 0.02% | +885 | New |
| Selective Wealth Management, Inc. | 1,215 | $65.0K | 0.03% | +215+21.5% | Added |
| Vestcor Inc | 1,337 | $72.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,423 | $77.0K | 0.00% | +223+18.6% | Added |
| Neo Ivy Capital Management | 1,373 | $78.0K | 0.09% | +1,373 | New |
| State of Wyoming | 1,579 | $85.0K | 0.05% | −377−19.3% | Reduced |
| FourThought Financial, LLC | 1,599 | $86.0K | 0.01% | +27+1.7% | Added |
| American International Group, Inc. | 1,666 | $90.0K | 0.00% | −139−7.7% | Reduced |
| Zions Bancorporation, N.A. | 1,719 | $93.0K | 0.01% | +335+24.2% | Added |
| NN Investment Partners Holdings N.V. | 2,100 | $113.0K | 0.00% | +2,100 | New |
| Penn Mutual Asset Management, LLC | 2,855 | $161.0K | 0.25% | 00.0% | Unchanged |
| Simplex Trading, LLC | 2,969 | $172.0K | 0.01% | 00.0% | Unchanged |
| Agf Investments Inc. | 3,200 | $172.0K | 0.00% | +290+10.0% | Added |
| PEAK6 Investments LLC | 3,529 | $190.0K | 0.00% | +3,529 | New |
| Comerica Bank | 3,522 | $205.0K | 0.00% | −2,670−43.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 3,816 | $206.0K | 0.00% | +116+3.1% | Added |
| CIBC Asset Management Inc | 3,819 | $206.0K | 0.00% | +270+7.6% | Added |
| Williams Jones Wealth Management, LLC. | 4,000 | $215.0K | 0.00% | −1,000−20.0% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 4,000 | $215.0K | 0.08% | +100+2.6% | Added |
| Brown Brothers Harriman & Co | 4,005 | $216.0K | 0.00% | 00.0% | Unchanged |
| Hancock Whitney Corp | 4,114 | $222.0K | 0.01% | −189−4.4% | Reduced |
| MML Investors Services, LLC | 4,158 | $224.0K | 0.00% | −285−6.4% | Reduced |
| Ingalls & Snyder LLC | 4,205 | $226.0K | 0.01% | 00.0% | Unchanged |
| Pitcairn Co | 4,423 | $238.0K | 0.02% | −1,345−23.3% | Reduced |
| Aigen Investment Management, LP | 4,623 | $249.0K | 0.05% | +600+14.9% | Added |
| Personal Cfo Solutions, LLC | 4,632 | $250.0K | 0.05% | +149+3.3% | Added |
| Jane Street Group, LLC | 4,706 | $253.0K | 0.00% | −3,579−43.2% | Reduced |
| Bridgefront Capital, LLC | 4,817 | $259.0K | 0.27% | +4,817 | New |
| US Bancorp | 5,028 | $270.0K | 0.00% | −402−7.4% | Reduced |
| Cresset Asset Management, LLC | 5,035 | $271.0K | 0.00% | +43+0.9% | Added |
| Metropolitan Life Insurance Co | 5,262 | $283.4K | 0.00% | −176−3.2% | Reduced |
| Prudential Financial Inc | 5,146 | $284.0K | 0.00% | −19,760−79.3% | Reduced |
| Point72 Hong Kong Ltd | 5,358 | $289.0K | 0.02% | −1,759−24.7% | Reduced |
| Captrust Financial Advisors | 5,482 | $295.0K | 0.00% | +720+15.1% | Added |
| HighTower Advisors, LLC | 5,457 | $295.0K | 0.00% | +1,011+22.7% | Added |
| Avestar Capital, LLC | 5,583 | $301.0K | 0.06% | +898+19.2% | Added |
| Spears Abacus Advisors LLC | 5,640 | $304.0K | 0.02% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 6,055 | $307.0K | 0.00% | −822−12.0% | Reduced |
| FDx Advisors, Inc. | 5,902 | $318.0K | 0.01% | +898+17.9% | Added |