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.
| 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, Q1 2024
Shares, value and share of portfolio for each institution holding BWX Technologies, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fifth Third Bancorp | 660 | $67.7K | 0.00% | −210−24.1% | Reduced |
| SYSTM Wealth Solutions LLC | 767 | $78.7K | 0.01% | −1,256−62.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 852 | $87.4K | 0.00% | +765+879.3% | Added |
| GWM Advisors LLC | 1,079 | $110.7K | 0.00% | −102−8.6% | Reduced |
| CWM, LLC | 1,186 | $122.0K | 0.00% | +258+27.8% | Added |
| 1832 Asset Management L.P. | 1,200 | $123.1K | 0.00% | +1,200 | New |
| Parallel Advisors, LLC | 1,222 | $125.4K | 0.00% | +54+4.6% | Added |
| Shell Asset Management Co | 1,356 | $129.0K | 0.01% | +1,356 | New |
| Essex Investment Management Co LLC | 1,303 | $133.7K | 0.03% | −524−28.7% | Reduced |
| Covestor Ltd | 1,368 | $140.0K | 0.09% | +36+2.7% | Added |
| Ci Investments Inc. | 1,428 | $147.0K | 0.00% | +220+18.2% | Added |
| Huntington National Bank | 1,440 | $147.8K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,458 | $149.6K | 0.00% | −134−8.4% | Reduced |
| Leonteq Securities AG | 1,471 | $151.0K | 0.02% | +1,307+797.0% | Added |
| NBC Securities, Inc. | 1,598 | $163.0K | 0.02% | −965−37.7% | Reduced |
| Walleye Trading LLC | 1,668 | $171.2K | 0.00% | +1,668 | New |
| Harvest Fund Management Co., Ltd | 1,728 | $177.0K | 0.02% | +905+110.0% | Added |
| LGT Financial Advisors LLC | 1,806 | $185.4K | 0.22% | −707−28.1% | Reduced |
| Adalta Capital Management LLC | 1,900 | $195.0K | 0.11% | −600−24.0% | Reduced |
| KBC Group NV | 1,914 | $196.0K | 0.00% | +198+11.5% | Added |
| Allspring Global Investments Holdings, LLC | 1,921 | $197.1K | 0.00% | −1,624−45.8% | Reduced |
| Sunbelt Securities, Inc. | 1,926 | $197.6K | 0.02% | −1−0.1% | Reduced |
| Davenport & Co LLC | 1,975 | $202.7K | 0.00% | +1,975 | New |
| Nebula Research & Development LLC | 2,017 | $207.0K | 0.04% | +2,017 | New |
| CIBC Private Wealth Group, LLC | 2,074 | $211.3K | 0.00% | +2,074 | New |
| XTX Topco Ltd | 2,088 | $214.3K | 0.03% | −7,008−77.0% | Reduced |
| True Wealth Design, LLC | 2,100 | $215.5K | 0.05% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 2,103 | $215.8K | 0.00% | +2,103 | New |
| Coldstream Capital Management Inc | 2,172 | $222.9K | 0.01% | +2,172 | New |
| Valeo Financial Advisors, LLC | 2,400 | $226.0K | 0.01% | +2,400 | New |
| Coppell Advisory Solutions Corp. | 2,222 | $228.0K | 0.04% | +2,222 | New |
| Indie Asset Partners, LLC | 2,228 | $228.7K | 0.20% | +2,228 | New |
| Beacon Pointe Advisors, LLC | 2,231 | $228.9K | 0.00% | +2,231 | New |
| Petra Financial Advisors Inc | 2,298 | $233.0K | 0.17% | +2,298 | New |
| Empowered Funds, LLC | 2,285 | $234.5K | 0.00% | +2,285 | New |
| Hancock Whitney Corp | 2,304 | $236.4K | 0.01% | −1,071−31.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 2,344 | $240.5K | 0.01% | +2,344 | New |
| Lincoln National Corp | 2,345 | $240.6K | 0.00% | +2,345 | New |
| FourThought Financial Partners, LLC | 2,382 | $244.4K | 0.03% | +2,382 | New |
| Heritage Investment Group, Inc. | 2,400 | $246.0K | 0.05% | +2,400 | New |
| Two Sigma Investments, LP | 2,461 | $252.5K | 0.00% | −22,339−90.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,486 | $255.1K | 0.00% | +2,486 | New |
| Tower Research Capital LLC (TRC) | 2,505 | $257.1K | 0.01% | −7,761−75.6% | Reduced |
| Brown Miller Wealth Management, LLC | 2,516 | $258.2K | 0.11% | +2,516 | New |
| Moneywise, Inc. | 2,622 | $269.1K | 0.15% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 2,636 | $270.5K | 0.01% | +2,636 | New |
| Brown Brothers Harriman & Co | 2,677 | $274.7K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 2,677 | $274.7K | 0.01% | +2,677 | New |
| Gryphon Financial Partners LLC | 2,702 | $277.3K | 0.05% | −1,702−38.6% | Reduced |
| Avantax Advisory Services, Inc. | 2,736 | $280.8K | 0.00% | +2,736 | New |
| Keybank National Association | 2,746 | $281.8K | 0.00% | +46+1.7% | Added |
| Avestar Capital, LLC | 2,753 | $282.5K | 0.03% | −1,124−29.0% | Reduced |
| Horizon Kinetics Asset Management LLC | 2,786 | $285.9K | 0.01% | −175−5.9% | Reduced |
| CIBC Asset Management Inc | 2,812 | $288.6K | 0.00% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 3,366 | $299.0K | 0.02% | −1,597−32.2% | Reduced |
| Quest Partners LLC | 2,926 | $300.3K | 0.05% | +1,883+180.5% | Added |
| Argent Trust Co | 2,930 | $300.7K | 0.01% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 3,037 | $312.0K | 0.01% | 00.0% | Unchanged |
| Martingale Asset Management L P | 3,081 | $316.2K | 0.01% | −189−5.8% | Reduced |
| MAI Capital Management | 3,119 | $320.0K | 0.00% | −203−6.1% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 3,120 | $320.2K | 0.01% | −220−6.6% | Reduced |
| AlphaStar Capital Management, LLC | 3,173 | $325.6K | 0.03% | −2,543−44.5% | Reduced |
| Arden Trust Co | 3,226 | $331.1K | 0.05% | −190−5.6% | Reduced |
| Brookmont Capital Management | 3,275 | $336.1K | 0.18% | +302+10.2% | Added |
| Fulcrum Equity Management | 3,301 | $338.7K | 0.40% | +44+1.4% | Added |
| USA Financial Portformulas Corp | 3,333 | $342.0K | 0.06% | −314−8.6% | Reduced |
| Pettyjohn, Wood & White, Inc | 3,512 | $360.4K | 0.07% | 00.0% | Unchanged |
| Profund Advisors LLC | 3,617 | $371.2K | 0.01% | +648+21.8% | Added |
| First Manhattan Co | 3,640 | $373.5K | 0.00% | +3,640 | New |
| IFP Advisors, Inc | 3,653 | $374.9K | 0.02% | −24−0.7% | Reduced |
| Aquatic Capital Management LLC | 3,700 | $379.7K | 0.01% | −3,600−49.3% | Reduced |
| National Wealth Management Group, LLC | 3,722 | $382.0K | 0.30% | +3,722 | New |
| Bank of Nova Scotia | 3,801 | $390.0K | 0.00% | −1,276−25.1% | Reduced |
| Boothbay Fund Management, LLC | 3,814 | $391.4K | 0.01% | +3,814 | New |
| Advisors Preferred, LLC | 3,841 | $391.4K | 0.07% | −1,712−30.8% | Reduced |
| Advisor Resource Council | 5,107 | $391.9K | 0.17% | −5,803−53.2% | Reduced |
| Oak Thistle LLC | 3,869 | $397.0K | 0.36% | +3,869 | New |
| Shelton Capital Management | 3,944 | $404.7K | 0.01% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 4,029 | $413.6K | 0.06% | −854−17.5% | Reduced |
| Mesirow Financial Investment Management, Inc. | 4,030 | $413.7K | 0.01% | +64+1.6% | Added |
| Pitcairn Co | 4,260 | $437.2K | 0.03% | −253−5.6% | Reduced |
| Wetherby Asset Management Inc | 4,261 | $437.3K | 0.02% | −894−17.3% | Reduced |
| MQS Management LLC | 4,262 | $437.4K | 0.25% | +773+22.2% | Added |
| Nisa Investment Advisors, LLC | 4,370 | $448.4K | 0.00% | +60+1.4% | Added |
| ProShare Advisors LLC | 4,464 | $458.1K | 0.00% | −347−7.2% | Reduced |
| Toronto Dominion Bank | 4,544 | $466.3K | 0.00% | −332−6.8% | Reduced |
| Park Avenue Securities LLC | 4,571 | $469.0K | 0.01% | −364−7.4% | Reduced |
| Petrus Trust Company, LTA | 4,728 | $485.2K | 0.04% | +4,728 | New |
| Envestnet Portfolio Solutions, Inc. | 4,731 | $485.5K | 0.00% | −218−4.4% | Reduced |
| Dark Forest Capital Management LP | 4,733 | $485.7K | 0.08% | +1,730+57.6% | Added |
| Simon Quick Advisors, LLC | 4,841 | $496.8K | 0.04% | +4,841 | New |
| Fulton Bank, N.A. | 4,857 | $498.4K | 0.02% | +884+22.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 4,935 | $506.4K | 0.03% | +4,935 | New |
| The PNC Financial Services Group, Inc. | 4,949 | $507.9K | 0.00% | +2,755+125.6% | Added |
| Renaissance Technologies LLC | 5,000 | $513.0K | 0.00% | +5,000 | New |
| Utah Retirement Systems | 5,000 | $513.1K | 0.01% | −100−2.0% | Reduced |
| Williams Jones Wealth Management, LLC. | 5,057 | $518.9K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 5,082 | $521.5K | 0.00% | +341+7.2% | Added |
| Commonwealth Equity Services, LLC | 5,144 | $528.0K | 0.00% | +1,487+40.7% | Added |
| MML Investors Services, LLC | 5,259 | $540.0K | 0.00% | −210−3.8% | Reduced |