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 |
|---|---|---|---|---|---|
| The PNC Financial Services Group, Inc. | 2,194 | $168.3K | 0.00% | +49+2.3% | Added |
| Point72 Hong Kong Ltd | 2,428 | $186.3K | 0.01% | +2,428 | New |
| Adalta Capital Management LLC | 2,500 | $191.8K | 0.12% | +200+8.7% | Added |
| LGT Financial Advisors LLC | 2,513 | $192.8K | 0.24% | +46+1.9% | Added |
| NBC Securities, Inc. | 2,563 | $196.0K | 0.02% | −43−1.7% | Reduced |
| Coppell Advisory Solutions LLC | 2,558 | $196.2K | 0.04% | +1,040+68.5% | Added |
| Point72 Middle East FZE | 2,568 | $197.0K | 0.01% | +2,568 | New |
| Moneywise, Inc. | 2,622 | $201.2K | 0.12% | +2,622 | New |
| Neo Ivy Capital Management | 2,675 | $205.0K | 0.46% | +2,675 | New |
| Brown Brothers Harriman & Co | 2,677 | $205.4K | 0.00% | −350−11.6% | Reduced |
| Keybank National Association | 2,700 | $207.2K | 0.00% | −26−1.0% | Reduced |
| Penn Mutual Asset Management, LLC | 2,735 | $209.9K | 0.16% | −1,465−34.9% | Reduced |
| CIBC Asset Management Inc | 2,812 | $215.8K | 0.00% | 00.0% | Unchanged |
| Argent Trust Co | 2,930 | $224.8K | 0.01% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 2,961 | $227.2K | 0.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 2,969 | $227.8K | 0.01% | +2,969 | New |
| Brookmont Capital Management | 2,973 | $228.1K | 0.13% | −11−0.4% | Reduced |
| Dark Forest Capital Management LP | 3,003 | $230.4K | 0.03% | −21,789−87.9% | Reduced |
| Ingalls & Snyder LLC | 3,037 | $233.0K | 0.01% | 00.0% | Unchanged |
| GTS Securities LLC | 3,113 | $238.9K | 0.01% | −332−9.6% | Reduced |
| Fulcrum Equity Management | 3,257 | $249.9K | 0.31% | −17−0.5% | Reduced |
| Martingale Asset Management L P | 3,270 | $250.9K | 0.01% | −210−6.0% | Reduced |
| MAI Capital Management | 3,322 | $254.9K | 0.00% | −466−12.3% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 3,340 | $256.3K | 0.01% | −900−21.2% | Reduced |
| Hancock Whitney Corp | 3,375 | $259.0K | 0.01% | −3−0.1% | Reduced |
| Arden Trust Co | 3,416 | $262.1K | 0.04% | −137−3.9% | Reduced |
| MQS Management LLC | 3,489 | $267.7K | 0.15% | +3,489 | New |
| Pettyjohn, Wood & White, Inc | 3,512 | $269.5K | 0.06% | +243+7.4% | Added |
| Allspring Global Investments Holdings, LLC | 3,545 | $272.0K | 0.00% | −4,535−56.1% | Reduced |
| USA Financial Portformulas Corp | 3,647 | $279.8K | 0.05% | +2,358+182.9% | Added |
| Commonwealth Equity Services, LLC | 3,657 | $281.0K | 0.00% | +729+24.9% | Added |
| IFP Advisors, Inc | 3,677 | $282.2K | 0.01% | −62−1.7% | Reduced |
| Avestar Capital, LLC | 3,877 | $297.5K | 0.04% | −175−4.3% | Reduced |
| Shelton Capital Management | 3,944 | $302.6K | 0.01% | +3,944 | New |
| Mesirow Financial Investment Management, Inc. | 3,966 | $304.3K | 0.01% | +3,966 | New |
| Fulton Bank, N.A. | 3,973 | $304.8K | 0.01% | +3,973 | New |
| State of Wyoming | 3,985 | $305.8K | 0.06% | +474+13.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 4,091 | $313.9K | 0.03% | +4,091 | New |
| FDx Advisors, Inc. | 4,142 | $318.0K | 0.02% | −534−11.4% | Reduced |
| Nisa Investment Advisors, LLC | 4,310 | $330.7K | 0.00% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 4,315 | $331.1K | 0.32% | +575+15.4% | Added |
| Walleye Capital LLC | 4,324 | $331.8K | 0.00% | +4,324 | New |
| Gryphon Financial Partners LLC | 4,404 | $337.9K | 0.06% | −654−12.9% | Reduced |
| Pitcairn Co | 4,513 | $346.3K | 0.03% | −14−0.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 4,719 | $362.0K | 0.00% | +1,054+28.8% | Added |
| Creative Planning | 4,741 | $363.8K | 0.00% | +533+12.7% | Added |
| ProShare Advisors LLC | 4,811 | $369.1K | 0.00% | −128−2.6% | Reduced |
| Prelude Capital Management, LLC | 4,839 | $371.3K | 0.03% | +4,839 | New |
| Toronto Dominion Bank | 4,876 | $374.1K | 0.00% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 4,883 | $374.7K | 0.06% | +90+1.9% | Added |
| Park Avenue Securities LLC | 4,935 | $379.0K | 0.01% | +213+4.5% | Added |
| Envestnet Portfolio Solutions, Inc. | 4,949 | $379.7K | 0.00% | −117−2.3% | Reduced |
| Group One Trading, L.P. | 5,035 | $386.3K | 0.01% | +2,900+135.8% | Added |
| Williams Jones Wealth Management, LLC. | 5,057 | $388.0K | 0.01% | 00.0% | Unchanged |
| Bank of Nova Scotia | 5,077 | $389.5K | 0.00% | −887−14.9% | Reduced |
| Utah Retirement Systems | 5,100 | $391.3K | 0.00% | +100+2.0% | Added |
| Wetherby Asset Management Inc | 5,155 | $395.5K | 0.02% | +14+0.3% | Added |
| Virtu Financial LLC | 5,163 | $396.0K | 0.03% | +5,163 | New |
| Crossmark Global Holdings, Inc. | 5,320 | $408.0K | 0.01% | −528−9.0% | Reduced |
| Bullseye Asset Management LLC | 5,353 | $411.0K | 0.20% | −3,500−39.5% | Reduced |
| Truist Financial Corp | 5,440 | $417.4K | 0.00% | +496+10.0% | Added |
| MML Investors Services, LLC | 5,469 | $420.0K | 0.00% | −1,446−20.9% | Reduced |
| Advisors Preferred, LLC | 5,553 | $423.9K | 0.07% | −2,571−31.6% | Reduced |
| AlphaStar Capital Management, LLC | 5,716 | $438.6K | 0.04% | −2,442−29.9% | Reduced |
| Integrated Wealth Concepts LLC | 5,813 | $446.0K | 0.01% | −152−2.5% | Reduced |
| Venturi Wealth Management, LLC | 5,830 | $447.3K | 0.03% | +580+11.0% | Added |
| Washington Capital Management Inc | 5,900 | $452.7K | 0.39% | −1,500−20.3% | Reduced |
| DekaBank Deutsche Girozentrale | 6,000 | $457.0K | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 6,000 | $460.4K | 0.00% | +6,000 | New |
| Cerity Partners LLC | 6,136 | $470.8K | 0.00% | +3,318+117.7% | Added |
| Fox Run Management, L.L.C. | 6,200 | $475.7K | 0.12% | +6,200 | New |
| Jump Financial, LLC | 6,281 | $481.9K | 0.02% | +6,281 | New |
| Advisors Asset Management, Inc. | 6,506 | $499.2K | 0.01% | −103−1.6% | Reduced |
| HighPoint Advisor Group LLC | 4,963 | $504.0K | 0.04% | +4,963 | New |
| JustInvest LLC | 6,581 | $505.0K | 0.01% | +2,076+46.1% | Added |
| Cetera Investment Advisers | 6,738 | $517.0K | 0.00% | +261+4.0% | Added |
| Maryland State Retirement & Pension System | 6,968 | $534.7K | 0.01% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 6,975 | $535.2K | 0.25% | +6,975 | New |
| Legacy Wealth Asset Management, LLC | 7,040 | $540.2K | 0.18% | +1,084+18.2% | Added |
| Aquatic Capital Management LLC | 7,300 | $560.0K | 0.01% | +7,300 | New |
| Bessemer Group Inc | 7,450 | $571.0K | 0.00% | −777−9.4% | Reduced |
| NJ State Employees Deferred Compensation Plan | 7,500 | $575.5K | 0.08% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 7,647 | $586.8K | 0.02% | −100−1.3% | Reduced |
| SG Americas Securities, LLC | 7,772 | $596.0K | 0.01% | +814+11.7% | Added |
| Toroso Investments, LLC | 7,860 | $603.1K | 0.01% | +3,770+92.2% | Added |
| Exchange Traded Concepts, LLC | 8,113 | $622.5K | 0.02% | 00.0% | Unchanged |
| Hilton Capital Management, LLC | 8,129 | $623.7K | 0.07% | +8,129 | New |
| Quantinno Capital Management LP | 8,159 | $626.0K | 0.02% | +2,956+56.8% | Added |
| First Hawaiian Bank | 8,281 | $635.4K | 0.02% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 8,357 | $641.2K | 0.00% | +41+0.5% | Added |
| Pathstone Holdings, LLC | 8,816 | $676.5K | 0.00% | +8,816 | New |
| Oppenheimer Asset Management Inc. | 8,868 | $680.4K | 0.01% | −646−6.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 8,895 | $682.5K | 0.00% | −853−8.8% | Reduced |
| XTX Topco Ltd | 9,096 | $697.9K | 0.15% | +9,096 | New |
| Torray LLC | 9,283 | $712.3K | 0.12% | +9,283 | New |
| Inceptionr LLC | 9,321 | $715.2K | 0.51% | +9,321 | New |
| Aigen Investment Management, LP | 9,462 | $726.0K | 0.13% | +9,462 | New |
| Klein Pavlis & Peasley Financial, Inc. | 9,851 | $755.9K | 0.70% | +9,851 | New |
| Kore Advisors LP | 10,000 | $767.3K | 0.50% | +10,000 | New |
| Tower Research Capital LLC (TRC) | 10,266 | $787.7K | 0.01% | +6,094+146.1% | Added |