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 2022
Institutional positions in BWX Technologies, Inc. as of Dec 31, 2022. 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
- 348
- +43 vs. Q3 2022
- Shares held
- 88.8M
- −1.61M (−1.8%) vs. Q3 2022
- Total value
- $5.16B
- +$602.3M (+13.2%) vs. Q3 2022
- New holders
- 73
- 121 more added
- Sold out
- 30
- 103 more reduced
6 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: 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 2022
Shares, value and share of portfolio for each institution holding BWX Technologies, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 222 | $0 | 0.00% | +222 | New |
| Silicon Valley Capital Partners | 1 | $55 | 0.00% | +1 | New |
| Tfo-TDC, LLC | 4 | $415 | 0.00% | +4 | New |
| TCI Wealth Advisors, Inc. | 8 | $465 | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 12 | $697 | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 13 | $755 | 0.00% | +13 | New |
| SJS Investment Consulting Inc. | 14 | $813 | 0.00% | +8+133.3% | Added |
| Disciplined Investments, LLC | 16 | $929 | 0.00% | +3+23.1% | Added |
| Private Trust Co NA | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 24 | $1.00K | 0.00% | +24 | New |
| Hexagon Capital Partners LLC | 18 | $1.04K | 0.00% | −7−28.0% | Reduced |
| TD Private Client Wealth LLC | 19 | $1.10K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 19 | $1.10K | 0.00% | +19 | New |
| Allworth Financial LP | 20 | $1.16K | 0.00% | +11+122.2% | Added |
| Massmutual Trust Co FSB | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 41 | $2.38K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 41 | $2.38K | 0.00% | −4−8.9% | Reduced |
| Harbour Investments, Inc. | 48 | $2.79K | 0.00% | +48 | New |
| Bellevue Asset Management, LLC | 49 | $2.81K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 50 | $2.90K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 52 | $3.02K | 0.00% | +7+15.6% | Added |
| BerganKDV Wealth Management, LLC | 52 | $3.03K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 66 | $4.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 74 | $4.30K | 0.00% | +39+111.4% | Added |
| AllSquare Wealth Management LLC | 76 | $4.41K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 116 | $5.23K | 0.00% | +116 | New |
| Zullo Investment Group, Inc. | 91 | $5.29K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 93 | $5.40K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 94 | $5.46K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 95 | $5.52K | 0.00% | +95 | New |
| Northwest Investment Counselors, LLC | 100 | $5.81K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 100 | $5.83K | 0.00% | −20−16.7% | Reduced |
| Lindbrook Capital, LLC | 107 | $6.21K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 111 | $6.45K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 113 | $6.58K | 0.00% | +1+0.9% | Added |
| Park Place Capital Corp | 127 | $7.00K | 0.00% | +127 | New |
| Institutional & Family Asset Management, LLC | 121 | $7.03K | 0.00% | +121 | New |
| NewSquare Capital LLC | 135 | $7.84K | 0.00% | +135 | New |
| Colonial Trust Co | 142 | $8.25K | 0.00% | +142 | New |
| Global Retirement Partners, LLC | 162 | $9.41K | 0.00% | +64+65.3% | Added |
| Cornerstone Planning Group LLC | 170 | $9.48K | 0.00% | +170 | New |
| Whittier Trust Co of Nevada Inc | 166 | $9.64K | 0.00% | +166 | New |
| Smithfield Trust Co | 165 | $10.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 174 | $10.1K | 0.00% | +174 | New |
| Hollencrest Capital Management | 208 | $12.1K | 0.00% | +208 | New |
| Quadrant Capital Group LLC | 237 | $13.8K | 0.00% | +13+5.8% | Added |
| Centerpoint Advisors, LLC | 233 | $14.0K | 0.01% | +233 | New |
| South State Corp. | 250 | $14.5K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 279 | $16.2K | 0.00% | +52+22.9% | Added |
| Meeder Asset Management Inc | 287 | $16.7K | 0.00% | −542−65.4% | Reduced |
| CWM, LLC | 298 | $17.0K | 0.00% | −27−8.3% | Reduced |
| Peregrine Capital Management LLC | 300 | $17.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 350 | $17.6K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 309 | $17.9K | 0.00% | +179+137.7% | Added |
| Accel Wealth Management | 310 | $18.0K | 0.01% | +1+0.3% | Added |
| Clearstead Advisors, LLC | 330 | $19.2K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 336 | $19.5K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 359 | $20.9K | 0.01% | −278−43.6% | Reduced |
| Crewe Advisors LLC | 359 | $20.9K | 0.00% | −27−7.0% | Reduced |
| Sound Income Strategies, LLC | 386 | $22.4K | 0.00% | +386 | New |
| Tilia Fiduciary Partners, Inc. | 400 | $23.2K | 0.02% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 400 | $23.2K | 0.00% | +400 | New |
| Johnson Financial Group, Inc. | 422 | $24.5K | 0.00% | +422 | New |
| Advisory Services Network, LLC | 431 | $25.0K | 0.00% | +431 | New |
| IFP Advisors, Inc | 416 | $29.0K | 0.00% | −62−13.0% | Reduced |
| Versant Capital Management, Inc | 500 | $29.1K | 0.01% | +1+0.2% | Added |
| Ronald Blue Trust, Inc. | 603 | $31.0K | 0.00% | +55+10.0% | Added |
| Riverview Trust Co | 550 | $32.0K | 0.03% | 00.0% | Unchanged |
| Fifth Third Bancorp | 574 | $33.3K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 580 | $33.7K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 600 | $34.8K | 0.00% | 00.0% | Unchanged |
| Comerica Securities,inc. | 645 | $37.5K | 0.00% | +645 | New |
| Proequities, Inc. | 708 | $41.1K | 0.00% | −47−6.2% | Reduced |
| The PNC Financial Services Group, Inc. | 819 | $47.6K | 0.00% | −208−20.3% | Reduced |
| Huntington National Bank | 840 | $48.8K | 0.00% | −67−7.4% | Reduced |
| First Horizon Advisors, Inc. | 894 | $51.9K | 0.00% | +25+2.9% | Added |
| Simplex Trading, LLC | 910 | $52.0K | 0.00% | −9,911−91.6% | Reduced |
| Lazard Asset Management LLC | 946 | $54.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 1,118 | $64.9K | 0.00% | −24−2.1% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 1,124 | $65.3K | 0.00% | +1,124 | New |
| Ci Investments Inc. | 1,375 | $80.0K | 0.00% | −336−19.6% | Reduced |
| Coppell Advisory Solutions LLC | 1,518 | $88.2K | 0.03% | +1,518 | New |
| Coppell Advisory Solutions Corp. | 1,518 | $88.2K | 0.03% | +1,518 | New |
| Covestor Ltd | 1,912 | $111.0K | 0.09% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2,100 | $122.0K | 0.06% | +2,100 | New |
| Tower Research Capital LLC (TRC) | 2,644 | $154.0K | 0.01% | +2,150+435.2% | Added |
| Brown Brothers Harriman & Co | 2,677 | $155.5K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 3,303 | $191.8K | 0.00% | −51−1.5% | Reduced |
| Kamunting Street Capital Management, L.P. | 3,465 | $201.3K | 0.33% | +3,465 | New |
| Kestra Advisory Services, LLC | 3,470 | $201.5K | 0.00% | +3,470 | New |
| Manufacturers Life Insurance Company, The | 3,571 | $207.4K | 0.00% | +3,571 | New |
| Keybank National Association | 3,575 | $207.6K | 0.00% | −684−16.1% | Reduced |
| Arden Trust Co | 3,606 | $209.4K | 0.04% | +3,606 | New |
| Hancock Whitney Corp | 3,835 | $223.0K | 0.01% | +3,835 | New |
| Park Avenue Securities LLC | 3,897 | $226.0K | 0.00% | +3,897 | New |
| Fox Run Management, L.L.C. | 3,895 | $226.2K | 0.09% | −1,727−30.7% | Reduced |
| Graham Capital Management, L.P. | 3,993 | $231.9K | 0.01% | +3,993 | New |
| HighTower Advisors, LLC | 3,981 | $235.0K | 0.00% | +3,981 | New |
| Pitcairn Co | 4,059 | $235.7K | 0.02% | −20.0% | Reduced |
| Venturi Wealth Management, LLC | 4,160 | $241.6K | 0.02% | +4,160 | New |