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 |
|---|---|---|---|---|---|
| Bell Investment Advisors, Inc | 75 | $5.75K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 75 | $5.75K | 0.00% | +75 | New |
| Farther Finance Advisors, LLC | 73 | $5.60K | 0.00% | +25+52.1% | Added |
| National Bank of Canada | 70 | $5.34K | 0.00% | +70 | New |
| Bellevue Asset Management, LLC | 65 | $4.99K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 60 | $4.60K | 0.00% | +60 | New |
| Bogart Wealth, LLC | 59 | $4.53K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 57 | $4.37K | 0.00% | −43−43.0% | Reduced |
| Kelly Financial Services LLC | 51 | $3.93K | 0.00% | +51 | New |
| Fortitude Family Office, LLC | 51 | $3.91K | 0.00% | +51 | New |
| Rosenberg Matthew Hamilton | 50 | $3.84K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 43 | $3.30K | 0.00% | +10+30.3% | Added |
| Farmers & Merchants Investments Inc | 35 | $2.69K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 32 | $2.46K | 0.00% | +32 | New |
| Turtle Creek Wealth Advisors, LLC | 31 | $2.38K | 0.00% | +31 | New |
| Park Place Capital Corp | 28 | $2.15K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 27 | $2.07K | 0.00% | −16−37.2% | Reduced |
| Private Trust Co NA | 20 | $1.53K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 20 | $1.53K | 0.00% | +20 | New |
| Glassman Wealth Services | 16 | $1.23K | 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 |
| Avion Wealth | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 12 | $921 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 12 | $921 | 0.00% | +12 | New |
| DiNuzzo Private Wealth, Inc. | 7 | $538 | 0.00% | +7 | New |
| Manchester Capital Management LLC | 4 | $307 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 1 | $77 | 0.00% | 00.0% | Unchanged |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −93,112−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −58,772−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −51,700−100.0% | Sold out |
| Telemark Asset Management, LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −48,376−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −42,145−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −22,400−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −21,622−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −19,675−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −19,402−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −19,191−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −13,813−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −13,549−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −12,960−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −11,305−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −7,395−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −7,141−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −6,717−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −6,442−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −5,665−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −4,135−100.0% | Sold out |
| Thompson Davis & Co., Inc. | 0 | $0 | 0.00% | −4,125−100.0% | Sold out |
| Pinkerton Retirement Specialists, LLC | 0 | $0 | 0.00% | −3,727−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −2,749−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −2,199−100.0% | Sold out |
| Carmel Capital Partners, LLC | 0 | $0 | 0.00% | −1,450−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −550−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Headinvest, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Northwest Investment Counselors, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Earnest Partners LLC | 0 | $0 | 0.00% | −94−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Mastrapasqua Asset Management Inc | – | – | – | – | Not filed |
| Colony Group LLC | – | – | – | – | Not filed |
| First Republic Investment Management, Inc. | – | – | – | – | Not filed |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |
| Advisor Partners II, LLC | – | – | – | – | Not filed |
| Steward Financial Group LLC | – | – | – | – | Not filed |