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 |
|---|---|---|---|---|---|
| Pettyjohn, Wood & White, Inc | 3,512 | $269.5K | 0.06% | +243+7.4% | Added |
| MQS Management LLC | 3,489 | $267.7K | 0.15% | +3,489 | New |
| Arden Trust Co | 3,416 | $262.1K | 0.04% | −137−3.9% | Reduced |
| Hancock Whitney Corp | 3,375 | $259.0K | 0.01% | −3−0.1% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 3,340 | $256.3K | 0.01% | −900−21.2% | Reduced |
| MAI Capital Management | 3,322 | $254.9K | 0.00% | −466−12.3% | Reduced |
| Martingale Asset Management L P | 3,270 | $250.9K | 0.01% | −210−6.0% | Reduced |
| Fulcrum Equity Management | 3,257 | $249.9K | 0.31% | −17−0.5% | Reduced |
| GTS Securities LLC | 3,113 | $238.9K | 0.01% | −332−9.6% | Reduced |
| Ingalls & Snyder LLC | 3,037 | $233.0K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 3,003 | $230.4K | 0.03% | −21,789−87.9% | Reduced |
| Brookmont Capital Management | 2,973 | $228.1K | 0.13% | −11−0.4% | Reduced |
| Profund Advisors LLC | 2,969 | $227.8K | 0.01% | +2,969 | New |
| Horizon Kinetics Asset Management LLC | 2,961 | $227.2K | 0.00% | 00.0% | Unchanged |
| Argent Trust Co | 2,930 | $224.8K | 0.01% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 2,812 | $215.8K | 0.00% | 00.0% | Unchanged |
| Penn Mutual Asset Management, LLC | 2,735 | $209.9K | 0.16% | −1,465−34.9% | Reduced |
| Keybank National Association | 2,700 | $207.2K | 0.00% | −26−1.0% | Reduced |
| Brown Brothers Harriman & Co | 2,677 | $205.4K | 0.00% | −350−11.6% | Reduced |
| Neo Ivy Capital Management | 2,675 | $205.0K | 0.46% | +2,675 | New |
| Moneywise, Inc. | 2,622 | $201.2K | 0.12% | +2,622 | New |
| Point72 Middle East FZE | 2,568 | $197.0K | 0.01% | +2,568 | New |
| Coppell Advisory Solutions LLC | 2,558 | $196.2K | 0.04% | +1,040+68.5% | Added |
| NBC Securities, Inc. | 2,563 | $196.0K | 0.02% | −43−1.7% | Reduced |
| LGT Financial Advisors LLC | 2,513 | $192.8K | 0.24% | +46+1.9% | Added |
| Adalta Capital Management LLC | 2,500 | $191.8K | 0.12% | +200+8.7% | Added |
| Point72 Hong Kong Ltd | 2,428 | $186.3K | 0.01% | +2,428 | New |
| The PNC Financial Services Group, Inc. | 2,194 | $168.3K | 0.00% | +49+2.3% | Added |
| True Wealth Design, LLC | 2,100 | $161.1K | 0.05% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 2,023 | $155.2K | 0.02% | −8,450−80.7% | Reduced |
| Sunbelt Securities, Inc. | 1,927 | $147.9K | 0.02% | −22−1.1% | Reduced |
| Essex Investment Management Co LLC | 1,827 | $140.2K | 0.03% | −12,681−87.4% | Reduced |
| KBC Group NV | 1,716 | $132.0K | 0.00% | +277+19.2% | Added |
| First Horizon Advisors, Inc. | 1,592 | $122.2K | 0.00% | +75+4.9% | Added |
| Kapitalo Investimentos Ltda | 1,534 | $117.7K | 0.02% | +1,534 | New |
| Huntington National Bank | 1,440 | $110.5K | 0.00% | −33−2.2% | Reduced |
| Monetary Management Group Inc | 1,400 | $107.4K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 1,332 | $102.0K | 0.07% | −64−4.6% | Reduced |
| Fortis Group Advisors, LLC | 1,218 | $93.5K | 0.02% | +609+100.0% | Added |
| Ci Investments Inc. | 1,208 | $93.0K | 0.00% | −320−20.9% | Reduced |
| GWM Advisors LLC | 1,181 | $90.6K | 0.00% | +1,155+4,442.3% | Added |
| Parallel Advisors, LLC | 1,168 | $89.6K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 1,043 | $80.0K | 0.02% | +1,043 | New |
| CWM, LLC | 928 | $71.0K | 0.00% | +427+85.2% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 912 | $70.0K | 0.03% | +807+768.6% | Added |
| Fifth Third Bancorp | 870 | $66.8K | 0.00% | −56−6.0% | Reduced |
| Harvest Fund Management Co., Ltd | 823 | $63.0K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 650 | $49.3K | 0.00% | +650 | New |
| Advisory Services Network, LLC | 622 | $47.7K | 0.00% | +622 | New |
| 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 |
| SRS Capital Advisors, Inc. | 553 | $42.4K | 0.00% | +422+322.1% | Added |
| Versant Capital Management, Inc | 487 | $37.4K | 0.01% | −5−1.0% | Reduced |
| Proequities, Inc. | 476 | $36.5K | 0.00% | −31−6.1% | Reduced |
| Sound Income Strategies, LLC | 386 | $29.6K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 378 | $28.0K | 0.00% | −57−13.1% | Reduced |
| Nomura Asset Management Co Ltd | 350 | $26.9K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 350 | $26.9K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 330 | $25.3K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 331 | $25.0K | 0.00% | +331 | New |
| AdvisorNet Financial, Inc | 325 | $24.9K | 0.00% | +5+1.6% | Added |
| Contravisory Investment Management, Inc. | 317 | $24.3K | 0.01% | +317 | New |
| Arcadia Investment Management Corp | 315 | $24.2K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 311 | $23.3K | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 300 | $23.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 297 | $22.8K | 0.00% | +297 | New |
| Quadrant Capital Group LLC | 285 | $21.9K | 0.00% | −18−5.9% | Reduced |
| Investors Research Corp | 278 | $21.3K | 0.01% | +278 | New |
| Global Retirement Partners, LLC | 265 | $21.1K | 0.00% | +3+1.1% | Added |
| South State Corp. | 250 | $19.2K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 230 | $18.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 229 | $17.6K | 0.00% | +3+1.3% | Added |
| Parkside Financial Bank & Trust | 223 | $17.1K | 0.00% | −7−3.0% | Reduced |
| Capital Advisors, Ltd. LLC | 222 | $17.0K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 217 | $16.7K | 0.01% | +197+985.0% | Added |
| EverSource Wealth Advisors, LLC | 212 | $16.3K | 0.00% | +204+2,550.0% | Added |
| Principal Securities, Inc. | 211 | $16.2K | 0.00% | +211 | New |
| Householder Group Estate & Retirement Specialist, LLC | 220 | $16.0K | 0.01% | +220 | New |
| Hollencrest Capital Management | 208 | $16.0K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 188 | $14.4K | 0.01% | +188 | New |
| Washington Trust Advisors, Inc. | 171 | $13.1K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 165 | $13.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 164 | $12.6K | 0.00% | −456−73.5% | Reduced |
| Lindbrook Capital, LLC | 163 | $12.5K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 152 | $12.4K | 0.00% | +152 | New |
| Wetzel Investment Advisors, Inc. | 154 | $12.0K | 0.01% | +154 | New |
| Security National Bank | 150 | $11.5K | 0.00% | +150 | New |
| Colonial Trust Co | 142 | $10.9K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 135 | $10.4K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 118 | $9.05K | 0.00% | +6+5.4% | Added |
| JFS Wealth Advisors, LLC | 112 | $8.59K | 0.00% | +3+2.8% | Added |
| Quent Capital, LLC | 103 | $7.88K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 101 | $7.75K | 0.01% | +101 | New |
| West Paces Advisors Inc. | 100 | $7.67K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 102 | $7.65K | 0.01% | +102 | New |
| Steward Partners Investment Advisory, LLC | 87 | $6.68K | 0.00% | +22+33.8% | Added |
| EntryPoint Capital, LLC | 82 | $6.29K | 0.01% | +82 | New |
| Central Trust Co | 77 | $5.91K | 0.00% | +36+87.8% | Added |
| AllSquare Wealth Management LLC | 76 | $5.83K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 75 | $5.77K | 0.00% | 00.0% | Unchanged |