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, Q2 2023
Institutional positions in BWX Technologies, Inc. as of Jun 30, 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
- 375
- +31 vs. Q1 2023
- Shares held
- 92.6M
- +4.11M (+4.6%) vs. Q1 2023
- Total value
- $6.62B
- +$1.05B (+18.8%) vs. Q1 2023
- New holders
- 69
- 125 more added
- Sold out
- 38
- 122 more reduced
2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding BWX Technologies, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 8 | $0 | 0.00% | −4−33.3% | Reduced |
| Comerica Bank | 2,239 | $0 | 0.00% | +2,239 | New |
| Tfo-TDC, LLC | 1 | $72 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 4 | $287 | 0.00% | +4 | New |
| EverSource Wealth Advisors, LLC | 8 | $573 | 0.00% | +8 | New |
| JNBA Financial Advisors | 12 | $859 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 13 | $930 | 0.00% | −2−13.3% | Reduced |
| SJS Investment Consulting Inc. | 13 | $931 | 0.00% | −3−18.8% | Reduced |
| Missouri Trust & Investment Co | 14 | $1.00K | 0.00% | +14 | New |
| Glassman Wealth Services | 16 | $1.15K | 0.00% | +16 | New |
| TD Private Client Wealth LLC | 19 | $1.36K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 20 | $1.43K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 20 | $1.43K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 20 | $1.43K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 26 | $1.86K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 33 | $2.36K | 0.00% | +3+10.0% | Added |
| Central Trust Co | 41 | $2.94K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 42 | $3.01K | 0.00% | −113−72.9% | Reduced |
| Farther Finance Advisors, LLC | 48 | $3.44K | 0.00% | +6+14.3% | Added |
| Rosenberg Matthew Hamilton | 50 | $3.58K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 52 | $3.75K | 0.00% | −92−63.9% | Reduced |
| Bogart Wealth, LLC | 59 | $4.22K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 76 | $4.64K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 65 | $4.65K | 0.00% | −6−8.5% | Reduced |
| Bellevue Asset Management, LLC | 65 | $4.65K | 0.00% | +16+32.7% | Added |
| PSI Advisors, LLC | 65 | $4.65K | 0.00% | +65 | New |
| CVA Family Office, LLC | 75 | $5.37K | 0.00% | +75 | New |
| Bell Investment Advisors, Inc | 93 | $6.66K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 94 | $6.73K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 102 | $7.00K | 0.00% | +13+14.6% | Added |
| West Paces Advisors Inc. | 100 | $7.16K | 0.00% | −250−71.4% | Reduced |
| Northwest Investment Counselors, LLC | 100 | $7.16K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 101 | $7.20K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 109 | $7.80K | 0.00% | −2−1.8% | Reduced |
| Institutional & Family Asset Management, LLC | 112 | $8.02K | 0.00% | −9−7.4% | Reduced |
| Lindbrook Capital, LLC | 133 | $9.52K | 0.00% | +26+24.3% | Added |
| NewSquare Capital LLC | 135 | $9.66K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 140 | $10.0K | 0.01% | +140 | New |
| Colonial Trust Co | 142 | $10.2K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 146 | $10.4K | 0.00% | +31+27.0% | Added |
| Smithfield Trust Co | 165 | $12.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 171 | $12.2K | 0.00% | −138−44.7% | Reduced |
| Cornerstone Planning Group LLC | 171 | $12.2K | 0.00% | +171 | New |
| Fiduciary Alliance LLC | 184 | $13.2K | 0.00% | +184 | New |
| Hollencrest Capital Management | 208 | $14.9K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 222 | $16.0K | 0.00% | +222 | New |
| Whittier Trust Co of Nevada Inc | 226 | $16.2K | 0.00% | +13+6.1% | Added |
| Quadrant Capital Group LLC | 235 | $16.8K | 0.00% | −27−10.3% | Reduced |
| Parkside Financial Bank & Trust | 235 | $16.8K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 233 | $17.0K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 250 | $17.9K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 262 | $18.8K | 0.00% | +100+61.7% | Added |
| Harbor Capital Advisors, Inc. | 285 | $20.4K | 0.00% | +285 | New |
| Peregrine Capital Management LLC | 300 | $21.5K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 315 | $22.5K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 320 | $22.9K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 330 | $23.6K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 350 | $25.1K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 350 | $25.1K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 375 | $26.8K | 0.00% | −68,992−99.5% | Reduced |
| Ronald Blue Trust, Inc. | 435 | $27.0K | 0.00% | −122−21.9% | Reduced |
| Sound Income Strategies, LLC | 386 | $27.6K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 400 | $28.6K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 400 | $28.6K | 0.03% | 00.0% | Unchanged |
| CWM, LLC | 490 | $35.0K | 0.00% | +188+62.3% | Added |
| Versant Capital Management, Inc | 491 | $35.1K | 0.01% | +2+0.4% | Added |
| Riverview Trust Co | 550 | $39.4K | 0.04% | 00.0% | Unchanged |
| Leonteq Securities AG | 620 | $44.4K | 0.00% | −2−0.3% | Reduced |
| Proequities, Inc. | 632 | $45.2K | 0.00% | −81−11.4% | Reduced |
| Fifth Third Bancorp | 710 | $50.8K | 0.00% | +193+37.3% | Added |
| Kapitalo Investimentos Ltda | 948 | $67.8K | 0.01% | +948 | New |
| Parallel Advisors, LLC | 990 | $70.9K | 0.00% | +14+1.4% | Added |
| Pinebridge Investments, L.P. | 1,069 | $76.5K | 0.00% | +1,069 | New |
| Coppell Advisory Solutions LLC | 1,247 | $89.0K | 0.03% | +1,247 | New |
| USA Financial Portformulas Corp | 1,289 | $92.3K | 0.14% | −714−35.6% | Reduced |
| Covestor Ltd | 1,398 | $100.0K | 0.08% | −1,103−44.1% | Reduced |
| Monetary Management Group Inc | 1,400 | $100.2K | 0.03% | +1,400 | New |
| Huntington National Bank | 1,440 | $103.1K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 1,450 | $103.8K | 0.05% | +1,450 | New |
| Ci Investments Inc. | 1,501 | $107.0K | 0.00% | +103+7.4% | Added |
| First Horizon Advisors, Inc. | 1,553 | $111.1K | 0.00% | +199+14.7% | Added |
| Sunbelt Securities, Inc. | 1,583 | $113.3K | 0.02% | +1,181+293.8% | Added |
| The PNC Financial Services Group, Inc. | 1,782 | $127.5K | 0.00% | +886+98.9% | Added |
| True Wealth Design, LLC | 2,100 | $150.3K | 0.05% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 2,812 | $201.3K | 0.00% | +2,812 | New |
| Profund Advisors LLC | 2,869 | $205.3K | 0.01% | +2,869 | New |
| Argent Trust Co | 2,930 | $209.7K | 0.01% | +2,930 | New |
| Horizon Kinetics Asset Management LLC | 3,004 | $215.0K | 0.00% | +3,004 | New |
| Pettyjohn, Wood & White, Inc | 3,012 | $215.6K | 0.05% | +3,012 | New |
| Brown Brothers Harriman & Co | 3,027 | $216.6K | 0.00% | +350+13.1% | Added |
| Kamunting Street Capital Management, L.P. | 3,027 | $216.6K | 0.21% | +3,027 | New |
| Ingalls & Snyder LLC | 3,037 | $217.0K | 0.01% | +3,037 | New |
| LGT Financial Advisors LLC | 3,064 | $219.3K | 0.23% | +3,064 | New |
| Fulcrum Equity Management | 3,274 | $234.3K | 0.27% | +3,274 | New |
| Wealth Alliance | 3,290 | $235.5K | 0.04% | −5−0.2% | Reduced |
| JustInvest LLC | 3,338 | $238.9K | 0.01% | +121+3.8% | Added |
| Dark Forest Capital Management LP | 3,460 | $247.6K | 0.03% | +1,116+47.6% | Added |
| Martingale Asset Management L P | 3,480 | $249.1K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 3,499 | $250.4K | 0.02% | −1,137−24.5% | Reduced |