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 |
|---|---|---|---|---|---|
| Shelton Capital Management | 3,944 | $404.7K | 0.01% | 00.0% | Unchanged |
| Oak Thistle LLC | 3,869 | $397.0K | 0.36% | +3,869 | New |
| Advisor Resource Council | 5,107 | $391.9K | 0.17% | −5,803−53.2% | Reduced |
| Advisors Preferred, LLC | 3,841 | $391.4K | 0.07% | −1,712−30.8% | Reduced |
| Boothbay Fund Management, LLC | 3,814 | $391.4K | 0.01% | +3,814 | New |
| Bank of Nova Scotia | 3,801 | $390.0K | 0.00% | −1,276−25.1% | Reduced |
| National Wealth Management Group, LLC | 3,722 | $382.0K | 0.30% | +3,722 | New |
| Aquatic Capital Management LLC | 3,700 | $379.7K | 0.01% | −3,600−49.3% | Reduced |
| IFP Advisors, Inc | 3,653 | $374.9K | 0.02% | −24−0.7% | Reduced |
| First Manhattan Co | 3,640 | $373.5K | 0.00% | +3,640 | New |
| Profund Advisors LLC | 3,617 | $371.2K | 0.01% | +648+21.8% | Added |
| Pettyjohn, Wood & White, Inc | 3,512 | $360.4K | 0.07% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 3,333 | $342.0K | 0.06% | −314−8.6% | Reduced |
| Fulcrum Equity Management | 3,301 | $338.7K | 0.40% | +44+1.4% | Added |
| Brookmont Capital Management | 3,275 | $336.1K | 0.18% | +302+10.2% | Added |
| Arden Trust Co | 3,226 | $331.1K | 0.05% | −190−5.6% | Reduced |
| AlphaStar Capital Management, LLC | 3,173 | $325.6K | 0.03% | −2,543−44.5% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 3,120 | $320.2K | 0.01% | −220−6.6% | Reduced |
| MAI Capital Management | 3,119 | $320.0K | 0.00% | −203−6.1% | Reduced |
| Martingale Asset Management L P | 3,081 | $316.2K | 0.01% | −189−5.8% | Reduced |
| Ingalls & Snyder LLC | 3,037 | $312.0K | 0.01% | 00.0% | Unchanged |
| Argent Trust Co | 2,930 | $300.7K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 2,926 | $300.3K | 0.05% | +1,883+180.5% | Added |
| HighPoint Advisor Group LLC | 3,366 | $299.0K | 0.02% | −1,597−32.2% | Reduced |
| CIBC Asset Management Inc | 2,812 | $288.6K | 0.00% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 2,786 | $285.9K | 0.01% | −175−5.9% | Reduced |
| Avestar Capital, LLC | 2,753 | $282.5K | 0.03% | −1,124−29.0% | Reduced |
| Keybank National Association | 2,746 | $281.8K | 0.00% | +46+1.7% | Added |
| Avantax Advisory Services, Inc. | 2,736 | $280.8K | 0.00% | +2,736 | New |
| Gryphon Financial Partners LLC | 2,702 | $277.3K | 0.05% | −1,702−38.6% | Reduced |
| Kestra Private Wealth Services, LLC | 2,677 | $274.7K | 0.01% | +2,677 | New |
| Brown Brothers Harriman & Co | 2,677 | $274.7K | 0.00% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 2,636 | $270.5K | 0.01% | +2,636 | New |
| Moneywise, Inc. | 2,622 | $269.1K | 0.15% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 2,516 | $258.2K | 0.11% | +2,516 | New |
| Tower Research Capital LLC (TRC) | 2,505 | $257.1K | 0.01% | −7,761−75.6% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,486 | $255.1K | 0.00% | +2,486 | New |
| Two Sigma Investments, LP | 2,461 | $252.5K | 0.00% | −22,339−90.1% | Reduced |
| Heritage Investment Group, Inc. | 2,400 | $246.0K | 0.05% | +2,400 | New |
| FourThought Financial Partners, LLC | 2,382 | $244.4K | 0.03% | +2,382 | New |
| Lincoln National Corp | 2,345 | $240.6K | 0.00% | +2,345 | New |
| Meiji Yasuda Asset Management Co Ltd. | 2,344 | $240.5K | 0.01% | +2,344 | New |
| Hancock Whitney Corp | 2,304 | $236.4K | 0.01% | −1,071−31.7% | Reduced |
| Empowered Funds, LLC | 2,285 | $234.5K | 0.00% | +2,285 | New |
| Petra Financial Advisors Inc | 2,298 | $233.0K | 0.17% | +2,298 | New |
| Beacon Pointe Advisors, LLC | 2,231 | $228.9K | 0.00% | +2,231 | New |
| Indie Asset Partners, LLC | 2,228 | $228.7K | 0.20% | +2,228 | New |
| Coppell Advisory Solutions Corp. | 2,222 | $228.0K | 0.04% | +2,222 | New |
| Valeo Financial Advisors, LLC | 2,400 | $226.0K | 0.01% | +2,400 | New |
| Coldstream Capital Management Inc | 2,172 | $222.9K | 0.01% | +2,172 | New |
| Gateway Investment Advisers LLC | 2,103 | $215.8K | 0.00% | +2,103 | New |
| True Wealth Design, LLC | 2,100 | $215.5K | 0.05% | 00.0% | Unchanged |
| XTX Topco Ltd | 2,088 | $214.3K | 0.03% | −7,008−77.0% | Reduced |
| CIBC Private Wealth Group, LLC | 2,074 | $211.3K | 0.00% | +2,074 | New |
| Nebula Research & Development LLC | 2,017 | $207.0K | 0.04% | +2,017 | New |
| Davenport & Co LLC | 1,975 | $202.7K | 0.00% | +1,975 | New |
| Sunbelt Securities, Inc. | 1,926 | $197.6K | 0.02% | −1−0.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,921 | $197.1K | 0.00% | −1,624−45.8% | Reduced |
| KBC Group NV | 1,914 | $196.0K | 0.00% | +198+11.5% | Added |
| Adalta Capital Management LLC | 1,900 | $195.0K | 0.11% | −600−24.0% | Reduced |
| LGT Financial Advisors LLC | 1,806 | $185.4K | 0.22% | −707−28.1% | Reduced |
| Harvest Fund Management Co., Ltd | 1,728 | $177.0K | 0.02% | +905+110.0% | Added |
| Walleye Trading LLC | 1,668 | $171.2K | 0.00% | +1,668 | New |
| NBC Securities, Inc. | 1,598 | $163.0K | 0.02% | −965−37.7% | Reduced |
| Leonteq Securities AG | 1,471 | $151.0K | 0.02% | +1,307+797.0% | Added |
| First Horizon Advisors, Inc. | 1,458 | $149.6K | 0.00% | −134−8.4% | Reduced |
| Huntington National Bank | 1,440 | $147.8K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,428 | $147.0K | 0.00% | +220+18.2% | Added |
| Covestor Ltd | 1,368 | $140.0K | 0.09% | +36+2.7% | Added |
| Essex Investment Management Co LLC | 1,303 | $133.7K | 0.03% | −524−28.7% | Reduced |
| Shell Asset Management Co | 1,356 | $129.0K | 0.01% | +1,356 | New |
| Parallel Advisors, LLC | 1,222 | $125.4K | 0.00% | +54+4.6% | Added |
| 1832 Asset Management L.P. | 1,200 | $123.1K | 0.00% | +1,200 | New |
| CWM, LLC | 1,186 | $122.0K | 0.00% | +258+27.8% | Added |
| GWM Advisors LLC | 1,079 | $110.7K | 0.00% | −102−8.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 852 | $87.4K | 0.00% | +765+879.3% | Added |
| SYSTM Wealth Solutions LLC | 767 | $78.7K | 0.01% | −1,256−62.1% | Reduced |
| Fifth Third Bancorp | 660 | $67.7K | 0.00% | −210−24.1% | Reduced |
| TD Waterhouse Canada Inc. | 650 | $66.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 632 | $64.9K | 0.00% | +632 | New |
| Fortis Group Advisors, LLC | 609 | $62.5K | 0.01% | −609−50.0% | Reduced |
| Quarry LP | 596 | $61.2K | 0.03% | +596 | New |
| Riverview Trust Co | 550 | $56.4K | 0.04% | +550 | New |
| EntryPoint Capital, LLC | 520 | $53.4K | 0.05% | +438+534.1% | Added |
| Versant Capital Management, Inc | 488 | $50.1K | 0.01% | +1+0.2% | Added |
| SRS Capital Advisors, Inc. | 482 | $49.5K | 0.01% | −71−12.8% | Reduced |
| Millburn Ridgefield Corp | 451 | $46.3K | 0.00% | −106−19.0% | Reduced |
| Catalyst Capital Advisors LLC | 451 | $46.3K | 0.00% | −106−19.0% | Reduced |
| Proequities, Inc. | 433 | $44.4K | 0.00% | −43−9.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 415 | $42.0K | 0.00% | +84+25.4% | Added |
| Sound Income Strategies, LLC | 386 | $39.6K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 384 | $39.4K | 0.00% | +327+573.7% | Added |
| Nomura Asset Management Co Ltd | 350 | $35.9K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 350 | $35.9K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 329 | $33.8K | 0.00% | +4+1.2% | Added |
| Ronald Blue Trust, Inc. | 325 | $33.4K | 0.00% | −53−14.0% | Reduced |
| Toth Financial Advisory Corp | 320 | $32.8K | 0.00% | +300+1,500.0% | Added |
| Contravisory Investment Management, Inc. | 317 | $32.5K | 0.01% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 315 | $32.3K | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 311 | $31.9K | 0.00% | −4,013−92.8% | Reduced |