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 |
|---|---|---|---|---|---|
| Pettyjohn, Wood & White, Inc | 3,269 | $245.1K | 0.06% | +257+8.5% | Added |
| Fulcrum Equity Management | 3,274 | $245.5K | 0.29% | 00.0% | Unchanged |
| Hancock Whitney Corp | 3,378 | $253.3K | 0.01% | −457−11.9% | Reduced |
| GTS Securities LLC | 3,445 | $258.3K | 0.01% | +3,445 | New |
| Martingale Asset Management L P | 3,480 | $260.9K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 3,511 | $263.3K | 0.06% | −1,906−35.2% | Reduced |
| Arden Trust Co | 3,553 | $266.4K | 0.04% | −63−1.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 3,665 | $275.0K | 0.00% | −194−5.0% | Reduced |
| Pinkerton Retirement Specialists, LLC | 3,727 | $279.4K | 0.06% | +3,727 | New |
| IFP Advisors, Inc | 3,739 | $280.4K | 0.01% | −75−2.0% | Reduced |
| Seelaus Asset Management LLC | 3,740 | $280.4K | 0.32% | −13,675−78.5% | Reduced |
| MAI Capital Management | 3,788 | $284.0K | 0.00% | +10.0% | Added |
| Advisor Partners II, LLC | 3,938 | $295.3K | 0.01% | +350+9.8% | Added |
| Avestar Capital, LLC | 4,052 | $303.8K | 0.05% | −915−18.4% | Reduced |
| Toroso Investments, LLC | 4,090 | $306.7K | 0.01% | +4,090 | New |
| Thompson Davis & Co., Inc. | 4,125 | $309.3K | 0.38% | 00.0% | Unchanged |
| CenterBook Partners LP | 4,135 | $310.0K | 0.04% | +4,135 | New |
| Tower Research Capital LLC (TRC) | 4,172 | $312.8K | 0.01% | −58−1.4% | Reduced |
| Penn Mutual Asset Management, LLC | 4,200 | $314.9K | 0.30% | 00.0% | Unchanged |
| Creative Planning | 4,208 | $315.5K | 0.00% | +253+6.4% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 4,240 | $317.9K | 0.01% | −1,800−29.8% | Reduced |
| Nisa Investment Advisors, LLC | 4,310 | $323.2K | 0.00% | −115−2.6% | Reduced |
| JustInvest LLC | 4,505 | $337.8K | 0.01% | +1,167+35.0% | Added |
| Pitcairn Co | 4,527 | $339.4K | 0.03% | +616+15.8% | Added |
| FDx Advisors, Inc. | 4,676 | $351.0K | 0.03% | −1,487−24.1% | Reduced |
| Park Avenue Securities LLC | 4,722 | $354.0K | 0.01% | +4,722 | New |
| Personal Cfo Solutions, LLC | 4,793 | $359.4K | 0.07% | −159−3.2% | Reduced |
| Pathstone Family Office, LLC | 4,803 | $360.1K | 0.00% | +4,803 | New |
| Toronto Dominion Bank | 4,876 | $365.6K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 4,939 | $370.3K | 0.00% | −403−7.5% | Reduced |
| Truist Financial Corp | 4,944 | $370.7K | 0.00% | −1,907−27.8% | Reduced |
| Utah Retirement Systems | 5,000 | $374.9K | 0.01% | +100+2.0% | Added |
| Williams Jones Wealth Management, LLC. | 5,057 | $379.2K | 0.01% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 5,058 | $379.2K | 0.09% | −1,906−27.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 5,066 | $379.8K | 0.00% | +5,066 | New |
| Wetherby Asset Management Inc | 5,141 | $385.5K | 0.02% | −438−7.9% | Reduced |
| Quantinno Capital Management LP | 5,203 | $390.0K | 0.02% | +1,076+26.1% | Added |
| Venturi Wealth Management, LLC | 5,250 | $393.6K | 0.03% | 00.0% | Unchanged |
| Oak Thistle LLC | 5,665 | $424.8K | 0.13% | +5,665 | New |
| Synovus Financial Corp | 5,762 | $432.0K | 0.00% | −214−3.6% | Reduced |
| Legacy Wealth Asset Management, LLC | 5,956 | $446.6K | 0.16% | +371+6.6% | Added |
| Bank of Nova Scotia | 5,964 | $447.2K | 0.00% | −2,752−31.6% | Reduced |
| Integrated Wealth Concepts LLC | 5,965 | $447.3K | 0.01% | +1,069+21.8% | Added |
| DekaBank Deutsche Girozentrale | 6,000 | $450.0K | 0.00% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 5,848 | $450.0K | 0.01% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 6,442 | $483.0K | 0.00% | +6,442 | New |
| Cetera Investment Advisers | 6,477 | $485.6K | 0.00% | −1,003−13.4% | Reduced |
| Advisors Asset Management, Inc. | 6,609 | $495.5K | 0.01% | +533+8.8% | Added |
| Duality Advisers, LP | 6,717 | $503.6K | 0.06% | +6,717 | New |
| MML Investors Services, LLC | 6,915 | $518.0K | 0.00% | −1,359−16.4% | Reduced |
| SG Americas Securities, LLC | 6,958 | $522.0K | 0.01% | +2,456+54.6% | Added |
| Maryland State Retirement & Pension System | 6,968 | $522.5K | 0.01% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 7,000 | $524.9K | 0.01% | 00.0% | Unchanged |
| Demars Financial Group, LLC | 7,123 | $534.1K | 0.31% | −634−8.2% | Reduced |
| Guggenheim Capital LLC | 7,141 | $535.4K | 0.00% | +942+15.2% | Added |
| Washington Capital Management Inc | 7,400 | $554.9K | 0.51% | −1,500−16.9% | Reduced |
| HSBC Holdings PLC | 7,395 | $555.0K | 0.00% | −9,308−55.7% | Reduced |
| NJ State Employees Deferred Compensation Plan | 7,500 | $562.4K | 0.09% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 7,703 | $577.6K | 0.00% | −8,297−51.9% | Reduced |
| Securian Asset Management, Inc | 7,747 | $580.9K | 0.02% | −399−4.9% | Reduced |
| Advisors Preferred, LLC | 8,124 | $590.8K | 0.19% | +8,124 | New |
| Allspring Global Investments Holdings, LLC | 8,080 | $605.8K | 0.00% | −156,725−95.1% | Reduced |
| Exchange Traded Concepts, LLC | 8,113 | $608.3K | 0.02% | +8,113 | New |
| AlphaStar Capital Management, LLC | 8,158 | $611.7K | 0.08% | −1,066−11.6% | Reduced |
| Bessemer Group Inc | 8,227 | $616.0K | 0.00% | −559−6.4% | Reduced |
| First Hawaiian Bank | 8,281 | $620.9K | 0.02% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 8,316 | $623.5K | 0.00% | +40+0.5% | Added |
| First Republic Investment Management, Inc. | 8,771 | $657.7K | 0.00% | −370−4.0% | Reduced |
| Bullseye Asset Management LLC | 8,853 | $664.0K | 0.37% | −41,032−82.3% | Reduced |
| HighTower Advisors, LLC | 9,070 | $685.0K | 0.00% | +2,800+44.7% | Added |
| Oppenheimer Asset Management Inc. | 9,514 | $713.4K | 0.01% | −38−0.4% | Reduced |
| Mariner, LLC | 9,731 | $729.6K | 0.00% | +478+5.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 9,748 | $730.9K | 0.00% | +9,748 | New |
| Curbstone Financial Management Corp | 10,300 | $772.3K | 0.19% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 10,473 | $785.3K | 0.12% | −1,037−9.0% | Reduced |
| Pictet Asset Management Holding SA | 11,015 | $825.9K | 0.00% | +11,015 | New |
| Wolverine Trading, LLC | 11,305 | $847.6K | 0.01% | +7,680+211.9% | Added |
| Federated Hermes, Inc. | 11,601 | $869.8K | 0.00% | −782−6.3% | Reduced |
| Public Employees Retirement Association of Colorado | 11,753 | $881.0K | 0.00% | −1,348−10.3% | Reduced |
| Cetera Advisor Networks LLC | 12,002 | $899.9K | 0.01% | +302+2.6% | Added |
| Assetmark, Inc | 12,556 | $941.4K | 0.00% | +2,307+22.5% | Added |
| Xponance, Inc. | 12,588 | $943.8K | 0.01% | −154−1.2% | Reduced |
| Sciencast Management LP | 12,960 | $971.7K | 0.44% | +12,960 | New |
| State of Tennessee, Treasury Department | 13,055 | $978.9K | 0.00% | +13,055 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 13,288 | $996.3K | 0.00% | +1,279+10.7% | Added |
| Jefferies Financial Group Inc. | 13,549 | $1.02M | 0.03% | −28,600−67.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,733 | $1.03M | 0.00% | +1,763+14.7% | Added |
| Bayesian Capital Management, LP | 13,813 | $1.04M | 0.12% | +13,813 | New |
| Prudential PLC | 14,089 | $1.06M | 0.01% | −25−0.2% | Reduced |
| New York State Teachers Retirement System | 14,200 | $1.06M | 0.00% | +100+0.7% | Added |
| Essex Investment Management Co LLC | 14,508 | $1.09M | 0.18% | −2,273−13.5% | Reduced |
| Colony Group LLC | 14,776 | $1.11M | 0.02% | −416−2.7% | Reduced |
| Brown Advisory Inc | 14,801 | $1.11M | 0.00% | +589+4.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 15,414 | $1.16M | 0.00% | +250+1.6% | Added |
| Teacher Retirement System of Texas | 15,461 | $1.16M | 0.01% | −6,280−28.9% | Reduced |
| Stephens Inc | 16,135 | $1.21M | 0.02% | −64−0.4% | Reduced |
| LPL Financial LLC | 17,173 | $1.29M | 0.00% | +1,301+8.2% | Added |
| Illinois Municipal Retirement Fund | 17,961 | $1.35M | 0.03% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 17,998 | $1.35M | 0.01% | −10,939−37.8% | Reduced |
| New Mexico Educational Retirement Board | 18,300 | $1.37M | 0.06% | 00.0% | Unchanged |