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 |
|---|---|---|---|---|---|
| Intech Investment Management LLC | 2,749 | $206.1K | 0.00% | −4,932−64.2% | Reduced |
| Keybank National Association | 2,726 | $204.4K | 0.00% | +2,726 | New |
| NBC Securities, Inc. | 2,606 | $195.0K | 0.02% | +2,606 | New |
| LGT Financial Advisors LLC | 2,467 | $185.0K | 0.24% | −597−19.5% | Reduced |
| Adalta Capital Management LLC | 2,300 | $172.0K | 0.12% | +2,300 | New |
| PEAK6 Investments LLC | 2,199 | $164.9K | 0.01% | +2,199 | New |
| The PNC Financial Services Group, Inc. | 2,145 | $160.8K | 0.00% | +363+20.4% | Added |
| Group One Trading, L.P. | 2,135 | $160.1K | 0.01% | +2,135 | New |
| True Wealth Design, LLC | 2,100 | $157.5K | 0.05% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,949 | $146.1K | 0.02% | +366+23.1% | Added |
| Ci Investments Inc. | 1,528 | $115.0K | 0.00% | +27+1.8% | Added |
| First Horizon Advisors, Inc. | 1,517 | $113.7K | 0.00% | −36−2.3% | Reduced |
| Huntington National Bank | 1,473 | $110.4K | 0.00% | +33+2.3% | Added |
| Carmel Capital Partners, LLC | 1,450 | $108.7K | 0.05% | 00.0% | Unchanged |
| KBC Group NV | 1,439 | $108.0K | 0.00% | +1,439 | New |
| Covestor Ltd | 1,396 | $105.0K | 0.08% | −2−0.1% | Reduced |
| Monetary Management Group Inc | 1,400 | $105.0K | 0.03% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1,289 | $96.6K | 0.14% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 1,518 | $88.2K | 0.03% | +271+21.7% | Added |
| Parallel Advisors, LLC | 1,168 | $87.6K | 0.00% | +178+18.0% | Added |
| Fifth Third Bancorp | 926 | $69.4K | 0.00% | +216+30.4% | Added |
| Harvest Fund Management Co., Ltd | 823 | $62.0K | 0.01% | +823 | New |
| Millburn Ridgefield Corp | 661 | $49.6K | 0.00% | +661 | New |
| Catalyst Capital Advisors LLC | 661 | $49.6K | 0.00% | +661 | New |
| Leonteq Securities AG | 620 | $46.5K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 609 | $45.7K | 0.01% | +609 | New |
| Riverview Trust Co | 550 | $41.2K | 0.04% | 00.0% | Unchanged |
| Proequities, Inc. | 507 | $38.0K | 0.00% | −125−19.8% | Reduced |
| CWM, LLC | 501 | $38.0K | 0.00% | +11+2.2% | Added |
| Versant Capital Management, Inc | 492 | $36.9K | 0.01% | +1+0.2% | Added |
| Ronald Blue Trust, Inc. | 435 | $31.0K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 400 | $30.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 386 | $28.9K | 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 |
| Clearstead Advisors, LLC | 330 | $24.7K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 320 | $24.0K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 315 | $23.6K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 311 | $23.3K | 0.00% | +311 | New |
| Quadrant Capital Group LLC | 303 | $22.7K | 0.00% | +68+28.9% | Added |
| Peregrine Capital Management LLC | 300 | $22.5K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 262 | $19.1K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 250 | $18.7K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 230 | $17.2K | 0.00% | −5−2.1% | Reduced |
| Centerpoint Advisors, LLC | 230 | $17.0K | 0.01% | −3−1.3% | Reduced |
| Capital Advisors, Ltd. LLC | 222 | $17.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 226 | $16.9K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 208 | $15.6K | 0.00% | 00.0% | Unchanged |
| Headinvest, LLC | 200 | $14.5K | 0.00% | +200 | New |
| Washington Trust Advisors, Inc. | 171 | $12.8K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 163 | $12.2K | 0.00% | +30+22.6% | Added |
| Smithfield Trust Co | 165 | $12.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 142 | $10.6K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 135 | $10.1K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 131 | $9.81K | 0.00% | −15−10.3% | Reduced |
| Institutional & Family Asset Management, LLC | 112 | $8.40K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 109 | $8.17K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 105 | $8.00K | 0.00% | +3+2.9% | Added |
| Quent Capital, LLC | 103 | $7.70K | 0.00% | +2+2.0% | Added |
| 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 |
| Earnest Partners LLC | 94 | $7.05K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 76 | $5.70K | 0.00% | 00.0% | Unchanged |
| 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 |
| Natixis | 68 | $5.10K | 0.00% | +68 | New |
| Steward Partners Investment Advisory, LLC | 65 | $4.87K | 0.00% | +65 | New |
| Bellevue Asset Management, LLC | 65 | $4.87K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 59 | $4.42K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 57 | $4.00K | 0.00% | +57 | New |
| Rosenberg Matthew Hamilton | 50 | $3.75K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 48 | $3.60K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 43 | $3.23K | 0.00% | +23+115.0% | Added |
| Central Trust Co | 41 | $3.08K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 35 | $2.62K | 0.00% | +35 | New |
| Massmutual Trust Co FSB | 33 | $2.47K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 28 | $2.10K | 0.00% | −14−33.3% | Reduced |
| GWM Advisors LLC | 26 | $1.95K | 0.00% | 00.0% | Unchanged |
| 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 |
| Glassman Wealth Services | 16 | $1.20K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 16 | $1.20K | 0.00% | +3+23.1% | Added |
| JNBA Financial Advisors | 12 | $900 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 8 | $602 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 4 | $300 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 1 | $72 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 8 | $0 | 0.00% | 00.0% | Unchanged |
| PointState Capital LP | 0 | $0 | 0.00% | −555,153−100.0% | Sold out |
| Deprince Race & Zollo Inc | 0 | $0 | 0.00% | −338,830−100.0% | Sold out |
| Falcon Edge Capital, LP | 0 | $0 | 0.00% | −197,279−100.0% | Sold out |
| Clear Sky Advisers, LLC | 0 | $0 | 0.00% | −155,000−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −111,400−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −110,122−100.0% | Sold out |
| Cambiar Investors LLC | 0 | $0 | 0.00% | −37,188−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −35,834−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −34,979−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −33,700−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −18,410−100.0% | Sold out |