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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, Q1 2024

Institutional positions in BWX Technologies, Inc. as of Mar 31, 2024. 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
479
+53 vs. Q4 2023
Shares held
84.3M
−2.16M (−2.5%) vs. Q4 2023
Total value
$8.65B
+$2.01B (+30.2%) vs. Q4 2023
New holders
87
138 more added
Sold out
34
187 more reduced

2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2024: 479 institutions
Q1 2021: 277 institutionsQ2 2021: 286 institutionsQ3 2021: 270 institutionsQ4 2021: 280 institutionsQ1 2022: 292 institutionsQ2 2022: 291 institutionsQ3 2022: 311 institutionsQ4 2022: 348 institutionsQ1 2023: 346 institutionsQ2 2023: 375 institutionsQ3 2023: 389 institutionsQ4 2023: 428 institutionsQ1 2024: 479 institutionsQ2 2024: 496 institutionsQ3 2024: 548 institutionsQ4 2024: 596 institutionsQ1 2025: 606 institutionsQ2 2025: 651 institutionsQ3 2025: 704 institutionsQ4 2025: 761 institutionsQ1 2026: 831 institutionsQ2 2026: 856 institutions
Value heldQ1 2024: $8.65B
Q1 2021: $6.10BQ2 2021: $5.30BQ3 2021: $4.84BQ4 2021: $4.25BQ1 2022: $4.80BQ2 2022: $4.99BQ3 2022: $4.57BQ4 2022: $5.16BQ1 2023: $5.59BQ2 2023: $6.62BQ3 2023: $6.70BQ4 2023: $6.64BQ1 2024: $8.65BQ2 2024: $8.03BQ3 2024: $9.08BQ4 2024: $9.34BQ1 2025: $8.25BQ2 2025: $12.6BQ3 2025: $15.8BQ4 2025: $14.6BQ1 2026: $17.4BQ2 2026: $16.5B
Institutions holding BWXT and their total value by quarter
QuarterHoldersValue
Q2 2026856$16.5B
Q1 2026831$17.4B
Q4 2025761$14.6B
Q3 2025704$15.8B
Q2 2025651$12.6B
Q1 2025606$8.25B
Q4 2024596$9.34B
Q3 2024548$9.08B
Q2 2024496$8.03B
Q1 2024479$8.65B
Q4 2023428$6.64B
Q3 2023389$6.70B
Q2 2023375$6.62B
Q1 2023346$5.59B
Q4 2022348$5.16B
Q3 2022311$4.57B
Q2 2022291$4.99B
Q1 2022292$4.80B
Q4 2021280$4.25B
Q3 2021270$4.84B
Q2 2021286$5.30B
Q1 2021277$6.10B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding BWX Technologies, Inc.; share changes are against Q4 2023.

Institutions holding BWXT in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Tfo-TDC, LLC1$1030.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC2$2060.00%+2New
Manchester Capital Management LLC4$4110.00%00.0%Unchanged
TD Capital Management LLC5$5130.00%+5New
Smartleaf Asset Management LLC6$6110.00%+6New
VisionPoint Advisory Group, LLC6$6160.00%+6New
DiNuzzo Private Wealth, Inc.7$7190.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.11$1.13K0.00%+11New
Bruce G. Allen Investments, LLC12$1.23K0.00%00.0%Unchanged
JNBA Financial Advisors12$1.23K0.00%00.0%Unchanged
Geneos Wealth Management Inc.13$1.33K0.00%+13New
Tucker Asset Management LLC15$1.54K0.00%+15New
SJS Investment Consulting Inc.15$1.54K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC19$1.95K0.00%+19New
Private Trust Co NA20$2.05K0.00%00.0%Unchanged
Laffer Tengler Investments23$2.33K0.00%+23New
Allworth Financial LP25$2.57K0.00%−2−7.4%Reduced
Umb Bank N A25$2.57K0.00%+25New
Park Place Capital Corp28$2.87K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc35$3.59K0.00%00.0%Unchanged
Central Trust Co36$3.69K0.00%−41−53.2%Reduced
Crewe Advisors LLC41$4.21K0.00%+41New
Continuum Advisory, LLC49$4.36K0.00%+49New
Sachetta, LLC60$4.60K0.00%00.0%Unchanged
JJJ Advisors Inc.47$4.82K0.00%+47New
Rosenberg Matthew Hamilton50$5.09K0.00%00.0%Unchanged
Sandy Spring Bank50$5.14K0.00%+50New
Fortitude Family Office, LLC51$5.23K0.00%00.0%Unchanged
Kelly Financial Services LLC51$5.25K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC56$5.37K0.00%−156−73.6%Reduced
Massmutual Trust Co FSB57$5.85K0.00%+14+32.6%Added
Bogart Wealth, LLC59$6.05K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC62$6.36K0.00%+62New
Bellevue Asset Management, LLC65$6.67K0.00%00.0%Unchanged
LRI Investments, LLC66$6.77K0.00%+66New
Cornerstone Planning Group LLC76$7.34K0.00%+1+1.3%Added
CVA Family Office, LLC75$7.70K0.00%00.0%Unchanged
Bell Investment Advisors, Inc75$7.70K0.00%00.0%Unchanged
AllSquare Wealth Management LLC76$7.80K0.00%00.0%Unchanged
Farther Finance Advisors, LLC78$7.95K0.00%+5+6.8%Added
NewSquare Capital LLC80$8.21K0.00%−55−40.7%Reduced
Rakuten Securities, Inc.100$10.3K0.00%−1−1.0%Reduced
West Paces Advisors Inc.100$10.3K0.00%00.0%Unchanged
St Germain D J Co Inc100$10.3K0.00%+100New
Northwest Investment Counselors, LLC100$10.3K0.00%+100New
Federation des caisses Desjardins du Quebec100$10.3K0.00%+100New
Valued Wealth Advisors LLC102$10.5K0.01%00.0%Unchanged
JFS Wealth Advisors, LLC109$11.2K0.00%−3−2.7%Reduced
Wetzel Investment Advisors, Inc.122$11.4K0.01%−32−20.8%Reduced
Institutional & Family Asset Management, LLC115$11.8K0.00%−3−2.5%Reduced
Criterion Capital Advisors, LLC140$14.4K0.01%−48−25.5%Reduced
Colonial Trust Co142$14.6K0.00%00.0%Unchanged
Peregrine Capital Management LLC150$15.4K0.00%−150−50.0%Reduced
Security National Bank150$15.4K0.00%00.0%Unchanged
Principal Securities, Inc.152$15.6K0.00%−59−28.0%Reduced
Centerpoint Advisors, LLC155$16.0K0.01%−75−32.6%Reduced
Smithfield Trust Co165$17.0K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.171$17.5K0.00%00.0%Unchanged
National Bank of Canada210$18.9K0.00%+140+200.0%Added
Mark Sheptoff Financial Planning, LLC200$20.5K0.01%+200New
Hollencrest Capital Management208$21.3K0.00%00.0%Unchanged
Lindbrook Capital, LLC214$22.0K0.00%+51+31.3%Added
PFS Partners, LLC217$22.3K0.02%00.0%Unchanged
Parkside Financial Bank & Trust223$22.9K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC223$22.9K0.00%+223New
Capital Advisors, Ltd. LLC222$23.0K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC225$23.2K0.01%+5+2.3%Added
Whittier Trust Co of Nevada Inc229$23.5K0.00%00.0%Unchanged
Rise Advisors, LLC235$24.1K0.01%+235New
South State Corp.250$25.7K0.00%00.0%Unchanged
Quent Capital, LLC254$26.1K0.00%+151+146.6%Added
Jones Financial Companies LLLP263$27.0K0.00%+248+1,653.3%Added
Global Retirement Partners, LLC265$27.2K0.00%00.0%Unchanged
GAMMA Investing LLC270$27.7K0.01%+118+77.6%Added
CoreCap Advisors, LLC274$28.1K0.00%+274New
Clearstead Advisors, LLC330$29.3K0.00%00.0%Unchanged
Quadrant Capital Group LLC309$31.7K0.00%+24+8.4%Added
Walleye Capital LLC311$31.9K0.00%−4,013−92.8%Reduced
Salomon & Ludwin, LLC311$31.9K0.00%00.0%Unchanged
Arcadia Investment Management Corp315$32.3K0.01%00.0%Unchanged
Contravisory Investment Management, Inc.317$32.5K0.01%00.0%Unchanged
Toth Financial Advisory Corp320$32.8K0.00%+300+1,500.0%Added
Ronald Blue Trust, Inc.325$33.4K0.00%−53−14.0%Reduced
AdvisorNet Financial, Inc329$33.8K0.00%+4+1.2%Added
Nomura Asset Management Co Ltd350$35.9K0.00%00.0%Unchanged
Key Financial Inc350$35.9K0.01%00.0%Unchanged
Northwestern Mutual Wealth Management Co384$39.4K0.00%+327+573.7%Added
Sound Income Strategies, LLC386$39.6K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.415$42.0K0.00%+84+25.4%Added
Proequities, Inc.433$44.4K0.00%−43−9.0%Reduced
Millburn Ridgefield Corp451$46.3K0.00%−106−19.0%Reduced
Catalyst Capital Advisors LLC451$46.3K0.00%−106−19.0%Reduced
SRS Capital Advisors, Inc.482$49.5K0.01%−71−12.8%Reduced
Versant Capital Management, Inc488$50.1K0.01%+1+0.2%Added
EntryPoint Capital, LLC520$53.4K0.05%+438+534.1%Added
Riverview Trust Co550$56.4K0.04%+550New
Quarry LP596$61.2K0.03%+596New
Fortis Group Advisors, LLC609$62.5K0.01%−609−50.0%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC632$64.9K0.00%+632New
TD Waterhouse Canada Inc.650$66.0K0.00%00.0%Unchanged