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, Q1 2023
Institutional positions in BWX Technologies, Inc. as of Mar 31, 2023. 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
- 346
- −1 vs. Q4 2022
- Shares held
- 88.7M
- −36.1K (0.0%) vs. Q4 2022
- Total value
- $5.59B
- +$437.8M (+8.5%) vs. Q4 2022
- New holders
- 45
- 127 more added
- Sold out
- 46
- 119 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding BWX Technologies, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 12 | $0 | 0.00% | +12 | New |
| Silicon Valley Capital Partners | 1 | $60 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 1 | $63 | 0.00% | −3−75.0% | Reduced |
| TCI Wealth Advisors, Inc. | 8 | $505 | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 12 | $757 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 15 | $946 | 0.00% | −1−6.3% | Reduced |
| SJS Investment Consulting Inc. | 16 | $1.01K | 0.00% | +2+14.3% | Added |
| TD Private Client Wealth LLC | 19 | $1.20K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 20 | $1.26K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 20 | $1.26K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 20 | $1.26K | 0.00% | +20 | New |
| GWM Advisors LLC | 26 | $1.64K | 0.00% | −90−77.6% | Reduced |
| Massmutual Trust Co FSB | 30 | $1.89K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 30 | $1.89K | 0.00% | +30 | New |
| Central Trust Co | 41 | $2.58K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 42 | $2.65K | 0.00% | +23+121.1% | Added |
| Steward Financial Group LLC | 59 | $3.00K | 0.00% | +35+145.8% | Added |
| Coston, McIsaac & Partners | 50 | $3.00K | 0.00% | +50 | New |
| Bellevue Asset Management, LLC | 49 | $3.09K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 50 | $3.15K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 51 | $3.22K | 0.00% | −1−1.9% | Reduced |
| Values First Advisors, Inc. | 54 | $3.38K | 0.00% | +54 | New |
| Bogart Wealth, LLC | 59 | $3.72K | 0.00% | +59 | New |
| Tower Research Capital LLC (TRC) | 56 | $4.00K | 0.00% | −2,588−97.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 71 | $4.48K | 0.00% | −3−4.1% | Reduced |
| AllSquare Wealth Management LLC | 76 | $4.79K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 93 | $5.86K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 94 | $5.93K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 99 | $6.00K | 0.00% | +99 | New |
| Psagot Value Holdings Ltd. / (Israel) | 89 | $6.00K | 0.00% | +89 | New |
| Northwest Investment Counselors, LLC | 100 | $6.30K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 101 | $6.34K | 0.00% | +1+1.0% | Added |
| Lindbrook Capital, LLC | 107 | $6.75K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 111 | $7.00K | 0.00% | +111 | New |
| JFS Wealth Advisors, LLC | 111 | $7.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 115 | $7.28K | 0.00% | +2+1.8% | Added |
| Institutional & Family Asset Management, LLC | 121 | $7.63K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 135 | $8.51K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 142 | $8.95K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 144 | $9.09K | 0.00% | +92+176.9% | Added |
| Park Place Capital Corp | 155 | $9.77K | 0.00% | +28+22.0% | Added |
| Smithfield Trust Co | 165 | $10.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 162 | $10.5K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 208 | $13.1K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 213 | $13.4K | 0.00% | +47+28.3% | Added |
| Parkside Financial Bank & Trust | 235 | $14.8K | 0.00% | −124−34.5% | Reduced |
| Centerpoint Advisors, LLC | 233 | $15.0K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 250 | $15.8K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 262 | $16.5K | 0.00% | +25+10.5% | Added |
| Peregrine Capital Management LLC | 300 | $18.9K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 302 | $19.0K | 0.00% | +4+1.3% | Added |
| Washington Trust Advisors, Inc. | 309 | $19.5K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 311 | $19.6K | 0.01% | +1+0.3% | Added |
| Arcadia Investment Management Corp | 315 | $19.9K | 0.00% | −265−45.7% | Reduced |
| AdvisorNet Financial, Inc | 320 | $20.2K | 0.00% | −16−4.8% | Reduced |
| Crewe Advisors LLC | 328 | $20.7K | 0.00% | −31−8.6% | Reduced |
| Clearstead Advisors, LLC | 330 | $20.8K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 350 | $22.1K | 0.00% | −250−41.7% | Reduced |
| Key Financial Inc | 350 | $22.1K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 350 | $22.1K | 0.01% | +350 | New |
| Sound Income Strategies, LLC | 386 | $24.3K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 400 | $25.0K | 0.00% | −8,700−95.6% | Reduced |
| Sunbelt Securities, Inc. | 402 | $25.1K | 0.00% | +402 | New |
| Cary Street Partner Investment Advisory LLC | 400 | $25.2K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 400 | $25.2K | 0.02% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 432 | $27.2K | 0.00% | +1+0.2% | Added |
| Versant Capital Management, Inc | 489 | $30.8K | 0.01% | −11−2.2% | Reduced |
| Ronald Blue Trust, Inc. | 557 | $32.0K | 0.00% | −46−7.6% | Reduced |
| Fifth Third Bancorp | 517 | $32.6K | 0.00% | −57−9.9% | Reduced |
| Riverview Trust Co | 550 | $34.7K | 0.03% | 00.0% | Unchanged |
| Leonteq Securities AG | 622 | $39.2K | 0.00% | +343+122.9% | Added |
| Proequities, Inc. | 713 | $44.9K | 0.00% | +5+0.7% | Added |
| The PNC Financial Services Group, Inc. | 896 | $56.5K | 0.00% | +77+9.4% | Added |
| Lazard Asset Management LLC | 946 | $59.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 976 | $61.5K | 0.00% | +935+2,280.5% | Added |
| American International Group, Inc. | 1,091 | $68.8K | 0.00% | −27−2.4% | Reduced |
| Walleye Capital LLC | 1,140 | $71.9K | 0.00% | −6,409−84.9% | Reduced |
| First Horizon Advisors, Inc. | 1,354 | $85.4K | 0.00% | +460+51.5% | Added |
| Ci Investments Inc. | 1,398 | $88.0K | 0.00% | +23+1.7% | Added |
| Fortis Capital Advisors, LLC | 1,437 | $90.6K | 0.05% | +1,437 | New |
| Huntington National Bank | 1,440 | $90.8K | 0.00% | +600+71.4% | Added |
| Belpointe Asset Management LLC | 1,616 | $101.9K | 0.01% | +1,521+1,601.1% | Added |
| Bessemer Group Inc | 1,699 | $107.0K | 0.00% | +1,699 | New |
| USA Financial Portformulas Corp | 2,003 | $126.3K | 0.20% | +2,003 | New |
| True Wealth Design, LLC | 2,100 | $132.4K | 0.06% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 2,344 | $147.8K | 0.04% | +2,344 | New |
| Covestor Ltd | 2,501 | $158.0K | 0.14% | +589+30.8% | Added |
| Brown Brothers Harriman & Co | 2,677 | $168.8K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,614 | $176.3K | 0.01% | +2,198+528.4% | Added |
| JustInvest LLC | 3,217 | $203.5K | 0.01% | +3,217 | New |
| Cambridge Investment Research Advisors, Inc. | 3,239 | $204.0K | 0.00% | +3,239 | New |
| Wealth Alliance | 3,295 | $207.7K | 0.03% | +3,295 | New |
| MetLife Investment Management | 3,310 | $208.7K | 0.00% | +7+0.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 3,374 | $212.7K | 0.00% | +3,374 | New |
| Martingale Asset Management L P | 3,480 | $219.4K | 0.00% | +3,480 | New |
| Arden Trust Co | 3,548 | $224.0K | 0.04% | −58−1.6% | Reduced |
| Manufacturers Life Insurance Company, The | 3,685 | $232.3K | 0.00% | +114+3.2% | Added |
| Hancock Whitney Corp | 3,835 | $242.0K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 3,937 | $248.2K | 0.00% | +3,937 | New |
| Pitcairn Co | 4,001 | $252.2K | 0.02% | −58−1.4% | Reduced |