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 |
|---|---|---|---|---|---|
| Coppell Advisory Solutions LLC | 1,247 | $89.0K | 0.03% | +1,247 | New |
| Pinebridge Investments, L.P. | 1,069 | $76.5K | 0.00% | +1,069 | New |
| Parallel Advisors, LLC | 990 | $70.9K | 0.00% | +14+1.4% | Added |
| Kapitalo Investimentos Ltda | 948 | $67.8K | 0.01% | +948 | New |
| Fifth Third Bancorp | 710 | $50.8K | 0.00% | +193+37.3% | Added |
| Proequities, Inc. | 632 | $45.2K | 0.00% | −81−11.4% | Reduced |
| Leonteq Securities AG | 620 | $44.4K | 0.00% | −2−0.3% | Reduced |
| Riverview Trust Co | 550 | $39.4K | 0.04% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 491 | $35.1K | 0.01% | +2+0.4% | Added |
| CWM, LLC | 490 | $35.0K | 0.00% | +188+62.3% | Added |
| 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 |
| Sound Income Strategies, LLC | 386 | $27.6K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 435 | $27.0K | 0.00% | −122−21.9% | Reduced |
| Citadel Advisors LLC | 375 | $26.8K | 0.00% | −68,992−99.5% | Reduced |
| Nomura Asset Management Co Ltd | 350 | $25.1K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 350 | $25.1K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 330 | $23.6K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 320 | $22.9K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 315 | $22.5K | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 300 | $21.5K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 285 | $20.4K | 0.00% | +285 | New |
| Global Retirement Partners, LLC | 262 | $18.8K | 0.00% | +100+61.7% | Added |
| South State Corp. | 250 | $17.9K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 233 | $17.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 235 | $16.8K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 235 | $16.8K | 0.00% | −27−10.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 226 | $16.2K | 0.00% | +13+6.1% | Added |
| Capital Advisors, Ltd. LLC | 222 | $16.0K | 0.00% | +222 | New |
| Hollencrest Capital Management | 208 | $14.9K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 184 | $13.2K | 0.00% | +184 | New |
| Washington Trust Advisors, Inc. | 171 | $12.2K | 0.00% | −138−44.7% | Reduced |
| Cornerstone Planning Group LLC | 171 | $12.2K | 0.00% | +171 | New |
| Smithfield Trust Co | 165 | $12.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 146 | $10.4K | 0.00% | +31+27.0% | Added |
| Colonial Trust Co | 142 | $10.2K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 140 | $10.0K | 0.01% | +140 | New |
| NewSquare Capital LLC | 135 | $9.66K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 133 | $9.52K | 0.00% | +26+24.3% | Added |
| Institutional & Family Asset Management, LLC | 112 | $8.02K | 0.00% | −9−7.4% | Reduced |
| JFS Wealth Advisors, LLC | 109 | $7.80K | 0.00% | −2−1.8% | Reduced |
| Quent Capital, LLC | 101 | $7.20K | 0.00% | 00.0% | Unchanged |
| 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 |
| Psagot Value Holdings Ltd. / (Israel) | 102 | $7.00K | 0.00% | +13+14.6% | Added |
| Earnest Partners LLC | 94 | $6.73K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 93 | $6.66K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 75 | $5.37K | 0.00% | +75 | New |
| 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 |
| AllSquare Wealth Management LLC | 76 | $4.64K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 59 | $4.22K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 52 | $3.75K | 0.00% | −92−63.9% | Reduced |
| Rosenberg Matthew Hamilton | 50 | $3.58K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 48 | $3.44K | 0.00% | +6+14.3% | Added |
| Park Place Capital Corp | 42 | $3.01K | 0.00% | −113−72.9% | Reduced |
| Coston, McIsaac & Partners | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 41 | $2.94K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 33 | $2.36K | 0.00% | +3+10.0% | Added |
| GWM Advisors LLC | 26 | $1.86K | 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 |
| Private Trust Co NA | 20 | $1.43K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 19 | $1.36K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 16 | $1.15K | 0.00% | +16 | New |
| Missouri Trust & Investment Co | 14 | $1.00K | 0.00% | +14 | New |
| SJS Investment Consulting Inc. | 13 | $931 | 0.00% | −3−18.8% | Reduced |
| Disciplined Investments, LLC | 13 | $930 | 0.00% | −2−13.3% | Reduced |
| JNBA Financial Advisors | 12 | $859 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 8 | $573 | 0.00% | +8 | New |
| Manchester Capital Management LLC | 4 | $287 | 0.00% | +4 | New |
| Tfo-TDC, LLC | 1 | $72 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 8 | $0 | 0.00% | −4−33.3% | Reduced |
| Comerica Bank | 2,239 | $0 | 0.00% | +2,239 | New |
| Philosophy Capital Management LLC | 0 | $0 | 0.00% | −379,432−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −288,600−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −210,111−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −126,491−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −123,972−100.0% | Sold out |
| Beaconlight Capital, LLC | 0 | $0 | 0.00% | −113,123−100.0% | Sold out |
| Daiwa Securities Group Inc. | 0 | $0 | 0.00% | −106,208−100.0% | Sold out |
| Pinnbrook Capital Management LP | 0 | $0 | 0.00% | −88,051−100.0% | Sold out |
| Select Equity Group, L.P. | 0 | $0 | 0.00% | −80,140−100.0% | Sold out |
| Western Standard LLC | 0 | $0 | 0.00% | −71,355−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −37,105−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −31,691−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −26,943−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −18,208−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −11,530−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −10,120−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −8,991−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −9,452−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −6,183−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −4,772−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −4,510−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −4,338−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −1,616−100.0% | Sold out |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −1,437−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −1,140−100.0% | Sold out |