Skip to main content

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.

Institutional holdersQ1 2023: 346 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 heldQ1 2023: $5.59B
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, Q1 2023

Shares, value and share of portfolio for each institution holding BWX Technologies, Inc.; share changes are against Q4 2022.

Institutions holding BWXT in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Principal Financial Group Inc9,338$588.7K0.00%−486−4.9%Reduced
Washington Capital Management Inc8,900$561.1K0.50%00.0%Unchanged
Allianz Asset Management GmbH8,276$521.7K0.00%+8,276New
Advisors Asset Management, Inc.8,226$518.6K0.01%−4,041−32.9%Reduced
Demars Financial Group, LLC8,139$513.1K0.28%+8,139New
Cetera Investment Advisers7,907$498.5K0.00%+165+2.1%Added
Oppenheimer Asset Management Inc.7,756$488.9K0.01%+7,756New
Maryland State Retirement & Pension System7,566$477.0K0.01%00.0%Unchanged
NJ State Employees Deferred Compensation Plan7,500$472.8K0.07%00.0%Unchanged
State of Wyoming7,223$455.3K0.15%+924+14.7%Added
Gryphon Financial Partners LLC6,854$432.1K0.10%+357+5.5%Added
Xponance, Inc.6,838$431.1K0.01%+92+1.4%Added
Bank of Montreal6,669$420.5K0.00%−16,135−70.8%Reduced
Cerity Partners LLC6,625$417.2K0.00%−1,595−19.4%Reduced
Truist Financial Corp6,608$416.6K0.00%+431+7.0%Added
Synovus Financial Corp6,591$415.5K0.00%−1,378−17.3%Reduced
Prudential Financial Inc6,585$415.1K0.00%+646+10.9%Added
Mariner, LLC6,466$408.0K0.00%+6,466New
Bank of Nova Scotia6,434$405.6K0.00%+1,077+20.1%Added
MML Investors Services, LLC6,300$397.0K0.00%−385−5.8%Reduced
Graham Capital Management, L.P.6,183$389.8K0.01%+2,190+54.8%Added
Wilbanks Smith & Thomas Asset Management LLC6,040$380.8K0.01%00.0%Unchanged
DekaBank Deutsche Girozentrale6,000$372.0K0.00%00.0%Unchanged
Assetmark, Inc5,716$360.3K0.00%+5,716New
Wetherby Asset Management Inc5,521$348.0K0.02%−564−9.3%Reduced
Legacy Wealth Asset Management, LLC5,447$343.4K0.12%+879+19.2%Added
Avestar Capital, LLC5,396$340.2K0.07%+186+3.6%Added
Vestmark Advisory Solutions, Inc.5,318$335.2K0.01%−127−2.3%Reduced
HighTower Advisors, LLC5,151$326.0K0.00%+1,170+29.4%Added
Toronto Dominion Bank5,082$320.0K0.00%−17−0.3%Reduced
Williams Jones Wealth Management, LLC.5,057$318.8K0.00%00.0%Unchanged
PFS Investments Inc.5,091$317.0K0.01%+5,091New
Venturi Wealth Management, LLC5,010$315.8K0.03%+850+20.4%Added
Creative Planning4,964$312.9K0.00%−43−0.9%Reduced
Utah Retirement Systems4,900$308.9K0.00%+100+2.1%Added
Personal Cfo Solutions, LLC4,874$307.2K0.06%−18−0.4%Reduced
Cubist Systematic Strategies, LLC4,772$300.8K0.00%−15,884−76.9%Reduced
FDx Advisors, Inc.5,097$296.0K0.01%00.0%Unchanged
Meeder Asset Management Inc4,636$292.3K0.02%+4,349+1,515.3%Added
Bayesian Capital Management, LP4,510$284.3K0.04%+4,510New
Nisa Investment Advisors, LLC4,425$279.0K0.00%−35−0.8%Reduced
Guggenheim Capital LLC4,338$273.5K0.00%−14−0.3%Reduced
Fox Run Management, L.L.C.4,338$273.5K0.09%+443+11.4%Added
Thompson Davis & Co., Inc.4,250$267.9K0.35%00.0%Unchanged
Barclays PLC4,221$266.1K0.00%−85,277−95.3%Reduced
Quantinno Capital Management LP4,051$255.0K0.02%+4,051New
Pitcairn Co4,001$252.2K0.02%−58−1.4%Reduced
MAI Capital Management3,937$248.2K0.00%+3,937New
Hancock Whitney Corp3,835$242.0K0.01%00.0%Unchanged
Manufacturers Life Insurance Company, The3,685$232.3K0.00%+114+3.2%Added
Arden Trust Co3,548$224.0K0.04%−58−1.6%Reduced
Martingale Asset Management L P3,480$219.4K0.00%+3,480New
Raymond James Financial Services Advisors, Inc.3,374$212.7K0.00%+3,374New
MetLife Investment Management3,310$208.7K0.00%+7+0.2%Added
Wealth Alliance3,295$207.7K0.03%+3,295New
Cambridge Investment Research Advisors, Inc.3,239$204.0K0.00%+3,239New
JustInvest LLC3,217$203.5K0.01%+3,217New
IFP Advisors, Inc2,614$176.3K0.01%+2,198+528.4%Added
Brown Brothers Harriman & Co2,677$168.8K0.00%00.0%Unchanged
Covestor Ltd2,501$158.0K0.14%+589+30.8%Added
Dark Forest Capital Management LP2,344$147.8K0.04%+2,344New
True Wealth Design, LLC2,100$132.4K0.06%00.0%Unchanged
USA Financial Portformulas Corp2,003$126.3K0.20%+2,003New
Bessemer Group Inc1,699$107.0K0.00%+1,699New
Belpointe Asset Management LLC1,616$101.9K0.01%+1,521+1,601.1%Added
Huntington National Bank1,440$90.8K0.00%+600+71.4%Added
Fortis Capital Advisors, LLC1,437$90.6K0.05%+1,437New
Ci Investments Inc.1,398$88.0K0.00%+23+1.7%Added
First Horizon Advisors, Inc.1,354$85.4K0.00%+460+51.5%Added
Walleye Capital LLC1,140$71.9K0.00%−6,409−84.9%Reduced
American International Group, Inc.1,091$68.8K0.00%−27−2.4%Reduced
Parallel Advisors, LLC976$61.5K0.00%+935+2,280.5%Added
Lazard Asset Management LLC946$59.0K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.896$56.5K0.00%+77+9.4%Added
Proequities, Inc.713$44.9K0.00%+5+0.7%Added
Leonteq Securities AG622$39.2K0.00%+343+122.9%Added
Riverview Trust Co550$34.7K0.03%00.0%Unchanged
Fifth Third Bancorp517$32.6K0.00%−57−9.9%Reduced
Ronald Blue Trust, Inc.557$32.0K0.00%−46−7.6%Reduced
Versant Capital Management, Inc489$30.8K0.01%−11−2.2%Reduced
Advisory Services Network, LLC432$27.2K0.00%+1+0.2%Added
Cary Street Partner Investment Advisory LLC400$25.2K0.00%00.0%Unchanged
Tilia Fiduciary Partners, Inc.400$25.2K0.02%00.0%Unchanged
Sunbelt Securities, Inc.402$25.1K0.00%+402New
Aquatic Capital Management LLC400$25.0K0.00%−8,700−95.6%Reduced
Sound Income Strategies, LLC386$24.3K0.00%00.0%Unchanged
Nomura Asset Management Co Ltd350$22.1K0.00%−250−41.7%Reduced
Key Financial Inc350$22.1K0.01%00.0%Unchanged
West Paces Advisors Inc.350$22.1K0.01%+350New
Clearstead Advisors, LLC330$20.8K0.00%00.0%Unchanged
Crewe Advisors LLC328$20.7K0.00%−31−8.6%Reduced
AdvisorNet Financial, Inc320$20.2K0.00%−16−4.8%Reduced
Arcadia Investment Management Corp315$19.9K0.00%−265−45.7%Reduced
Accel Wealth Management311$19.6K0.01%+1+0.3%Added
Washington Trust Advisors, Inc.309$19.5K0.00%00.0%Unchanged
CWM, LLC302$19.0K0.00%+4+1.3%Added
Peregrine Capital Management LLC300$18.9K0.00%00.0%Unchanged
Quadrant Capital Group LLC262$16.5K0.00%+25+10.5%Added
South State Corp.250$15.8K0.00%00.0%Unchanged
Centerpoint Advisors, LLC233$15.0K0.01%00.0%Unchanged