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, Q4 2023
Institutional positions in BWX Technologies, Inc. as of Dec 31, 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
- 428
- +45 vs. Q3 2023
- Shares held
- 86.5M
- −2.81M (−3.1%) vs. Q3 2023
- Total value
- $6.64B
- −$51.0M (−0.8%) vs. Q3 2023
- New holders
- 78
- 126 more added
- Sold out
- 33
- 164 more reduced
6 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding BWX Technologies, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tfo-TDC, LLC | 1 | $77 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 4 | $307 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $538 | 0.00% | +7 | New |
| JNBA Financial Advisors | 12 | $921 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 12 | $921 | 0.00% | +12 | New |
| Avion Wealth | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 15 | $1.15K | 0.00% | −1−6.3% | Reduced |
| Jones Financial Companies LLLP | 15 | $1.15K | 0.00% | +15 | New |
| Glassman Wealth Services | 16 | $1.23K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 20 | $1.53K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 20 | $1.53K | 0.00% | +20 | New |
| Allworth Financial LP | 27 | $2.07K | 0.00% | −16−37.2% | Reduced |
| Park Place Capital Corp | 28 | $2.15K | 0.00% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 31 | $2.38K | 0.00% | +31 | New |
| BOK Financial Private Wealth, Inc. | 32 | $2.46K | 0.00% | +32 | New |
| Farmers & Merchants Investments Inc | 35 | $2.69K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 43 | $3.30K | 0.00% | +10+30.3% | Added |
| Rosenberg Matthew Hamilton | 50 | $3.84K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 51 | $3.91K | 0.00% | +51 | New |
| Kelly Financial Services LLC | 51 | $3.93K | 0.00% | +51 | New |
| Northwestern Mutual Wealth Management Co | 57 | $4.37K | 0.00% | −43−43.0% | Reduced |
| Bogart Wealth, LLC | 59 | $4.53K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 60 | $4.60K | 0.00% | +60 | New |
| Bellevue Asset Management, LLC | 65 | $4.99K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 70 | $5.34K | 0.00% | +70 | New |
| Farther Finance Advisors, LLC | 73 | $5.60K | 0.00% | +25+52.1% | Added |
| Bell Investment Advisors, Inc | 75 | $5.75K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 75 | $5.75K | 0.00% | +75 | New |
| Cornerstone Planning Group LLC | 75 | $5.77K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 76 | $5.83K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 77 | $5.91K | 0.00% | +36+87.8% | Added |
| EntryPoint Capital, LLC | 82 | $6.29K | 0.01% | +82 | New |
| Steward Partners Investment Advisory, LLC | 87 | $6.68K | 0.00% | +22+33.8% | Added |
| Valued Wealth Advisors LLC | 102 | $7.65K | 0.01% | +102 | New |
| West Paces Advisors Inc. | 100 | $7.67K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 101 | $7.75K | 0.01% | +101 | New |
| Quent Capital, LLC | 103 | $7.88K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 112 | $8.59K | 0.00% | +3+2.8% | Added |
| Institutional & Family Asset Management, LLC | 118 | $9.05K | 0.00% | +6+5.4% | Added |
| NewSquare Capital LLC | 135 | $10.4K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 142 | $10.9K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 150 | $11.5K | 0.00% | +150 | New |
| Wetzel Investment Advisors, Inc. | 154 | $12.0K | 0.01% | +154 | New |
| GAMMA Investing LLC | 152 | $12.4K | 0.00% | +152 | New |
| Lindbrook Capital, LLC | 163 | $12.5K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 164 | $12.6K | 0.00% | −456−73.5% | Reduced |
| Smithfield Trust Co | 165 | $13.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 171 | $13.1K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 188 | $14.4K | 0.01% | +188 | New |
| Hollencrest Capital Management | 208 | $16.0K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 220 | $16.0K | 0.01% | +220 | New |
| Principal Securities, Inc. | 211 | $16.2K | 0.00% | +211 | New |
| EverSource Wealth Advisors, LLC | 212 | $16.3K | 0.00% | +204+2,550.0% | Added |
| PFS Partners, LLC | 217 | $16.7K | 0.01% | +197+985.0% | Added |
| Capital Advisors, Ltd. LLC | 222 | $17.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 223 | $17.1K | 0.00% | −7−3.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 229 | $17.6K | 0.00% | +3+1.3% | Added |
| Centerpoint Advisors, LLC | 230 | $18.0K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 250 | $19.2K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 265 | $21.1K | 0.00% | +3+1.1% | Added |
| Investors Research Corp | 278 | $21.3K | 0.01% | +278 | New |
| Quadrant Capital Group LLC | 285 | $21.9K | 0.00% | −18−5.9% | Reduced |
| Johnson Financial Group, Inc. | 297 | $22.8K | 0.00% | +297 | New |
| Peregrine Capital Management LLC | 300 | $23.0K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 311 | $23.3K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 315 | $24.2K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 317 | $24.3K | 0.01% | +317 | New |
| AdvisorNet Financial, Inc | 325 | $24.9K | 0.00% | +5+1.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 331 | $25.0K | 0.00% | +331 | New |
| Clearstead Advisors, LLC | 330 | $25.3K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 350 | $26.9K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 350 | $26.9K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 378 | $28.0K | 0.00% | −57−13.1% | Reduced |
| Sound Income Strategies, LLC | 386 | $29.6K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 476 | $36.5K | 0.00% | −31−6.1% | Reduced |
| Versant Capital Management, Inc | 487 | $37.4K | 0.01% | −5−1.0% | Reduced |
| SRS Capital Advisors, Inc. | 553 | $42.4K | 0.00% | +422+322.1% | Added |
| Millburn Ridgefield Corp | 557 | $42.7K | 0.00% | −104−15.7% | Reduced |
| Catalyst Capital Advisors LLC | 557 | $42.7K | 0.00% | −104−15.7% | Reduced |
| Advisory Services Network, LLC | 622 | $47.7K | 0.00% | +622 | New |
| TD Waterhouse Canada Inc. | 650 | $49.3K | 0.00% | +650 | New |
| Harvest Fund Management Co., Ltd | 823 | $63.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 870 | $66.8K | 0.00% | −56−6.0% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 912 | $70.0K | 0.03% | +807+768.6% | Added |
| CWM, LLC | 928 | $71.0K | 0.00% | +427+85.2% | Added |
| Quest Partners LLC | 1,043 | $80.0K | 0.02% | +1,043 | New |
| Parallel Advisors, LLC | 1,168 | $89.6K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,181 | $90.6K | 0.00% | +1,155+4,442.3% | Added |
| Ci Investments Inc. | 1,208 | $93.0K | 0.00% | −320−20.9% | Reduced |
| Fortis Group Advisors, LLC | 1,218 | $93.5K | 0.02% | +609+100.0% | Added |
| Covestor Ltd | 1,332 | $102.0K | 0.07% | −64−4.6% | Reduced |
| Monetary Management Group Inc | 1,400 | $107.4K | 0.03% | 00.0% | Unchanged |
| Huntington National Bank | 1,440 | $110.5K | 0.00% | −33−2.2% | Reduced |
| Kapitalo Investimentos Ltda | 1,534 | $117.7K | 0.02% | +1,534 | New |
| First Horizon Advisors, Inc. | 1,592 | $122.2K | 0.00% | +75+4.9% | Added |
| KBC Group NV | 1,716 | $132.0K | 0.00% | +277+19.2% | Added |
| Essex Investment Management Co LLC | 1,827 | $140.2K | 0.03% | −12,681−87.4% | Reduced |
| Sunbelt Securities, Inc. | 1,927 | $147.9K | 0.02% | −22−1.1% | Reduced |
| SYSTM Wealth Solutions LLC | 2,023 | $155.2K | 0.02% | −8,450−80.7% | Reduced |
| True Wealth Design, LLC | 2,100 | $161.1K | 0.05% | 00.0% | Unchanged |