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, Q4 2021
Institutional positions in BWX Technologies, Inc. as of Dec 31, 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
- 280
- +13 vs. Q3 2021
- Shares held
- 88.9M
- −920.1K (−1.0%) vs. Q3 2021
- Total value
- $4.25B
- −$581.1M (−12.0%) vs. Q3 2021
- New holders
- 54
- 87 more added
- Sold out
- 41
- 99 more reduced
3 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding BWX Technologies, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TCI Wealth Advisors, Inc. | 8 | $0 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 12 | $0 | 0.00% | −7−36.8% | Reduced |
| Schubert & Co | 9 | $0 | 0.00% | +9 | New |
| TD Private Client Wealth LLC | 19 | $910 | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 20 | $961 | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 30 | $1.00K | 0.00% | +30 | New |
| JFS Wealth Advisors, LLC | 13 | $1.00K | 0.00% | +13 | New |
| Concord Wealth Partners | 16 | $1.00K | 0.00% | +16 | New |
| Confluence Wealth Services, Inc. | 23 | $1.00K | 0.00% | +23 | New |
| Private Capital Group, LLC | 51 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 46 | $2.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 35 | $2.00K | 0.02% | +35 | New |
| Amplius Wealth Advisors, LLC | 44 | $2.00K | 0.00% | +44 | New |
| Koshinski Asset Management, Inc. | 51 | $2.46K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 66 | $3.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 82 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 71 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 62 | $3.00K | 0.00% | −3−4.6% | Reduced |
| NEXT Financial Group, Inc | 68 | $3.00K | 0.00% | +10+17.2% | Added |
| Cambridge Trust Co | 66 | $3.00K | 0.00% | +66 | New |
| Spire Wealth Management | 53 | $3.00K | 0.00% | +53 | New |
| SRS Capital Advisors, Inc. | 82 | $4.00K | 0.00% | −31−27.4% | Reduced |
| AllSquare Wealth Management LLC | 76 | $4.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 80 | $4.00K | 0.00% | +80 | New |
| Zullo Investment Group, Inc. | 91 | $4.00K | 0.00% | +91 | New |
| American Portfolios Advisors | 90 | $4.31K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 100 | $4.79K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 102 | $5.00K | 0.00% | −11−9.7% | Reduced |
| Bell Investment Advisors, Inc | 103 | $5.00K | 0.00% | −6−5.5% | Reduced |
| Earnest Partners LLC | 94 | $5.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 100 | $5.00K | 0.00% | +100 | New |
| Aquatic Capital Management LLC | 100 | $5.00K | 0.01% | +100 | New |
| Quent Capital, LLC | 104 | $5.00K | 0.00% | +104 | New |
| Arcadia Investment Advisors LLC | 122 | $5.84K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 130 | $6.00K | 0.00% | +130 | New |
| Leonteq Securities AG | 139 | $6.66K | 0.00% | +12+9.4% | Added |
| Smithfield Trust Co | 165 | $8.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 170 | $8.00K | 0.00% | +57+50.4% | Added |
| BerganKDV Wealth Management, LLC | 186 | $9.00K | 0.00% | +1+0.5% | Added |
| Pier Capital, LLC | 183 | $9.00K | 0.00% | +81+79.4% | Added |
| Steward Partners Investment Advisory, LLC | 211 | $10.0K | 0.00% | −55−20.7% | Reduced |
| Total Clarity Wealth Management, Inc. | 225 | $11.0K | 0.00% | −365−61.9% | Reduced |
| South State Corp. | 250 | $12.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 278 | $13.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 265 | $13.0K | 0.00% | +53+25.0% | Added |
| Quadrant Capital Group LLC | 298 | $14.0K | 0.00% | −68−18.6% | Reduced |
| Eaton Vance Management | 286 | $14.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 314 | $15.0K | 0.00% | −21−6.3% | Reduced |
| Accel Wealth Management | 305 | $15.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 350 | $17.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 370 | $18.0K | 0.00% | +370 | New |
| Tilia Fiduciary Partners, Inc. | 400 | $19.0K | 0.02% | +400 | New |
| Versant Capital Management, Inc | 474 | $23.0K | 0.01% | +2+0.4% | Added |
| Riverview Trust Co | 550 | $26.0K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 594 | $28.0K | 0.00% | −215−26.6% | Reduced |
| Monetary Management Group Inc | 750 | $36.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 840 | $40.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 832 | $40.0K | 0.01% | +25+3.1% | Added |
| Covestor Ltd | 1,134 | $54.0K | 0.08% | +1,134 | New |
| Zions Bancorporation, N.A. | 1,214 | $58.0K | 0.01% | −505−29.4% | Reduced |
| Vestcor Inc | 1,201 | $58.0K | 0.00% | −136−10.2% | Reduced |
| Selective Wealth Management, Inc. | 1,215 | $58.0K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 1,356 | $65.0K | 0.00% | −67−4.7% | Reduced |
| American International Group, Inc. | 1,560 | $75.0K | 0.00% | −106−6.4% | Reduced |
| FourThought Financial, LLC | 1,599 | $77.0K | 0.01% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 1,932 | $93.0K | 0.13% | +559+40.7% | Added |
| Walleye Trading LLC | 2,109 | $101.0K | 0.00% | +2,109 | New |
| State of Wyoming | 2,270 | $109.0K | 0.05% | +691+43.8% | Added |
| The PNC Financial Services Group, Inc. | 2,524 | $122.0K | 0.00% | −3,608−58.8% | Reduced |
| SG Americas Securities, LLC | 2,574 | $123.0K | 0.00% | −14,319−84.8% | Reduced |
| Ci Investments Inc. | 3,121 | $149.0K | 0.00% | −128,858−97.6% | Reduced |
| Brown Brothers Harriman & Co | 3,360 | $161.0K | 0.00% | −645−16.1% | Reduced |
| Quantbot Technologies LP | 3,870 | $185.0K | 0.02% | +3,870 | New |
| Nisa Investment Advisors, LLC | 4,460 | $199.0K | 0.00% | −3,000−40.2% | Reduced |
| Personal Cfo Solutions, LLC | 4,227 | $202.0K | 0.04% | −405−8.7% | Reduced |
| Man Group plc | 4,230 | $203.0K | 0.00% | +4,230 | New |
| Keebeck Alpha, LP | 4,353 | $208.0K | 0.08% | +4,353 | New |
| PEAK6 Investments LLC | 4,405 | $211.0K | 0.01% | +876+24.8% | Added |
| MML Investors Services, LLC | 4,552 | $218.0K | 0.00% | +394+9.5% | Added |
| Avantax Advisory Services, Inc. | 4,639 | $222.0K | 0.00% | −2,430−34.4% | Reduced |
| FORA Capital, LLC | 4,675 | $224.0K | 0.09% | +4,675 | New |
| Astrantus Ltd | 4,700 | $225.0K | 0.17% | +4,700 | New |
| Captrust Financial Advisors | 4,810 | $230.0K | 0.00% | −672−12.3% | Reduced |
| US Bancorp | 4,823 | $232.0K | 0.00% | −205−4.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 4,851 | $232.0K | 0.06% | +4,851 | New |
| Metropolitan Life Insurance Co | 5,064 | $242.5K | 0.00% | −198−3.8% | Reduced |
| Penn Mutual Asset Management, LLC | 5,245 | $251.0K | 0.27% | +2,390+83.7% | Added |
| Veritable, L.P. | 5,286 | $253.0K | 0.00% | −1,147−17.8% | Reduced |
| Toronto Dominion Bank | 5,602 | $268.0K | 0.00% | +5,602 | New |
| Quadrature Capital Ltd | 5,589 | $268.0K | 0.01% | +5,589 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 5,640 | $270.0K | 0.01% | +5,640 | New |
| Prudential Financial Inc | 5,074 | $276.0K | 0.00% | −72−1.4% | Reduced |
| Legacy Wealth Asset Management, LLC | 5,786 | $277.0K | 0.09% | −770−11.7% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 6,025 | $290.0K | 0.00% | −2,565−29.9% | Reduced |
| DekaBank Deutsche Girozentrale | 6,000 | $291.0K | 0.00% | −300−4.8% | Reduced |
| Cerity Partners LLC | 6,214 | $298.0K | 0.00% | −22,447−78.3% | Reduced |
| Great West Life Assurance Co | 6,255 | $298.0K | 0.00% | 00.0% | Unchanged |