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, Q3 2023
Institutional positions in BWX Technologies, Inc. as of Sep 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
- 389
- +18 vs. Q2 2023
- Shares held
- 89.3M
- −3.20M (−3.5%) vs. Q2 2023
- Total value
- $6.70B
- +$75.0M (+1.1%) vs. Q2 2023
- New holders
- 52
- 111 more added
- Sold out
- 34
- 153 more reduced
4 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding BWX Technologies, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 1 | $72 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 4 | $300 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 8 | $602 | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 12 | $900 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 16 | $1.20K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 16 | $1.20K | 0.00% | +3+23.1% | Added |
| PFS Partners, LLC | 20 | $1.50K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 20 | $1.50K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 20 | $1.50K | 0.00% | +20 | New |
| GWM Advisors LLC | 26 | $1.95K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 28 | $2.10K | 0.00% | −14−33.3% | Reduced |
| Massmutual Trust Co FSB | 33 | $2.47K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 35 | $2.62K | 0.00% | +35 | New |
| Central Trust Co | 41 | $3.08K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 43 | $3.23K | 0.00% | +23+115.0% | Added |
| Farther Finance Advisors, LLC | 48 | $3.60K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 50 | $3.75K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 57 | $4.00K | 0.00% | +57 | New |
| Bogart Wealth, LLC | 59 | $4.42K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 65 | $4.87K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 65 | $4.87K | 0.00% | +65 | New |
| Natixis | 68 | $5.10K | 0.00% | +68 | New |
| Cornerstone Planning Group LLC | 75 | $5.62K | 0.00% | −96−56.1% | Reduced |
| Bell Investment Advisors, Inc | 75 | $5.62K | 0.00% | −18−19.4% | Reduced |
| AllSquare Wealth Management LLC | 76 | $5.70K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 94 | $7.05K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 100 | $7.50K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 100 | $7.50K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 100 | $7.50K | 0.00% | +35+53.8% | Added |
| Quent Capital, LLC | 103 | $7.70K | 0.00% | +2+2.0% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 105 | $8.00K | 0.00% | +3+2.9% | Added |
| JFS Wealth Advisors, LLC | 109 | $8.17K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 112 | $8.40K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 131 | $9.81K | 0.00% | −15−10.3% | Reduced |
| NewSquare Capital LLC | 135 | $10.1K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 142 | $10.6K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 165 | $12.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 163 | $12.2K | 0.00% | +30+22.6% | Added |
| Washington Trust Advisors, Inc. | 171 | $12.8K | 0.00% | 00.0% | Unchanged |
| Headinvest, LLC | 200 | $14.5K | 0.00% | +200 | New |
| Hollencrest Capital Management | 208 | $15.6K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 226 | $16.9K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 230 | $17.0K | 0.01% | −3−1.3% | Reduced |
| Capital Advisors, Ltd. LLC | 222 | $17.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 230 | $17.2K | 0.00% | −5−2.1% | Reduced |
| South State Corp. | 250 | $18.7K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 262 | $19.1K | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 300 | $22.5K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 303 | $22.7K | 0.00% | +68+28.9% | Added |
| Salomon & Ludwin, LLC | 311 | $23.3K | 0.00% | +311 | New |
| Arcadia Investment Management Corp | 315 | $23.6K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 320 | $24.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 330 | $24.7K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 350 | $26.2K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 350 | $26.2K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 386 | $28.9K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 400 | $30.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 435 | $31.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 492 | $36.9K | 0.01% | +1+0.2% | Added |
| CWM, LLC | 501 | $38.0K | 0.00% | +11+2.2% | Added |
| Proequities, Inc. | 507 | $38.0K | 0.00% | −125−19.8% | Reduced |
| Riverview Trust Co | 550 | $41.2K | 0.04% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 609 | $45.7K | 0.01% | +609 | New |
| Leonteq Securities AG | 620 | $46.5K | 0.00% | 00.0% | Unchanged |
| Millburn Ridgefield Corp | 661 | $49.6K | 0.00% | +661 | New |
| Catalyst Capital Advisors LLC | 661 | $49.6K | 0.00% | +661 | New |
| Harvest Fund Management Co., Ltd | 823 | $62.0K | 0.01% | +823 | New |
| Fifth Third Bancorp | 926 | $69.4K | 0.00% | +216+30.4% | Added |
| Parallel Advisors, LLC | 1,168 | $87.6K | 0.00% | +178+18.0% | Added |
| Coppell Advisory Solutions LLC | 1,518 | $88.2K | 0.03% | +271+21.7% | Added |
| USA Financial Portformulas Corp | 1,289 | $96.6K | 0.14% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,400 | $105.0K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 1,396 | $105.0K | 0.08% | −2−0.1% | Reduced |
| KBC Group NV | 1,439 | $108.0K | 0.00% | +1,439 | New |
| Carmel Capital Partners, LLC | 1,450 | $108.7K | 0.05% | 00.0% | Unchanged |
| Huntington National Bank | 1,473 | $110.4K | 0.00% | +33+2.3% | Added |
| First Horizon Advisors, Inc. | 1,517 | $113.7K | 0.00% | −36−2.3% | Reduced |
| Ci Investments Inc. | 1,528 | $115.0K | 0.00% | +27+1.8% | Added |
| Sunbelt Securities, Inc. | 1,949 | $146.1K | 0.02% | +366+23.1% | Added |
| True Wealth Design, LLC | 2,100 | $157.5K | 0.05% | 00.0% | Unchanged |
| Group One Trading, L.P. | 2,135 | $160.1K | 0.01% | +2,135 | New |
| The PNC Financial Services Group, Inc. | 2,145 | $160.8K | 0.00% | +363+20.4% | Added |
| PEAK6 Investments LLC | 2,199 | $164.9K | 0.01% | +2,199 | New |
| Adalta Capital Management LLC | 2,300 | $172.0K | 0.12% | +2,300 | New |
| LGT Financial Advisors LLC | 2,467 | $185.0K | 0.24% | −597−19.5% | Reduced |
| NBC Securities, Inc. | 2,606 | $195.0K | 0.02% | +2,606 | New |
| Keybank National Association | 2,726 | $204.4K | 0.00% | +2,726 | New |
| Intech Investment Management LLC | 2,749 | $206.1K | 0.00% | −4,932−64.2% | Reduced |
| CIBC Asset Management Inc | 2,812 | $210.8K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 2,818 | $211.3K | 0.00% | −3,674−56.6% | Reduced |
| Argent Trust Co | 2,930 | $219.7K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 2,928 | $220.0K | 0.00% | +2,928 | New |
| Horizon Kinetics Asset Management LLC | 2,961 | $222.0K | 0.00% | −43−1.4% | Reduced |
| Brookmont Capital Management | 2,984 | $223.8K | 0.14% | +2,984 | New |
| Advisor Resource Council | 2,988 | $224.0K | 0.15% | +2,988 | New |
| Brown Brothers Harriman & Co | 3,027 | $227.0K | 0.00% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 3,037 | $228.0K | 0.01% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 3,072 | $230.3K | 0.01% | +3,072 | New |
| Sequoia Financial Advisors, LLC | 3,126 | $234.4K | 0.00% | +3,126 | New |