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 |
|---|---|---|---|---|---|
| Salomon & Ludwin, LLC | 311 | $31.9K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 309 | $31.7K | 0.00% | +24+8.4% | Added |
| Clearstead Advisors, LLC | 330 | $29.3K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 274 | $28.1K | 0.00% | +274 | New |
| GAMMA Investing LLC | 270 | $27.7K | 0.01% | +118+77.6% | Added |
| Global Retirement Partners, LLC | 265 | $27.2K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 263 | $27.0K | 0.00% | +248+1,653.3% | Added |
| Quent Capital, LLC | 254 | $26.1K | 0.00% | +151+146.6% | Added |
| South State Corp. | 250 | $25.7K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 235 | $24.1K | 0.01% | +235 | New |
| Whittier Trust Co of Nevada Inc | 229 | $23.5K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 225 | $23.2K | 0.01% | +5+2.3% | Added |
| Capital Advisors, Ltd. LLC | 222 | $23.0K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 223 | $22.9K | 0.00% | +223 | New |
| Parkside Financial Bank & Trust | 223 | $22.9K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 217 | $22.3K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 214 | $22.0K | 0.00% | +51+31.3% | Added |
| Hollencrest Capital Management | 208 | $21.3K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 200 | $20.5K | 0.01% | +200 | New |
| National Bank of Canada | 210 | $18.9K | 0.00% | +140+200.0% | Added |
| Washington Trust Advisors, Inc. | 171 | $17.5K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 165 | $17.0K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 155 | $16.0K | 0.01% | −75−32.6% | Reduced |
| Principal Securities, Inc. | 152 | $15.6K | 0.00% | −59−28.0% | Reduced |
| Peregrine Capital Management LLC | 150 | $15.4K | 0.00% | −150−50.0% | Reduced |
| Security National Bank | 150 | $15.4K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 142 | $14.6K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 140 | $14.4K | 0.01% | −48−25.5% | Reduced |
| Institutional & Family Asset Management, LLC | 115 | $11.8K | 0.00% | −3−2.5% | Reduced |
| Wetzel Investment Advisors, Inc. | 122 | $11.4K | 0.01% | −32−20.8% | Reduced |
| JFS Wealth Advisors, LLC | 109 | $11.2K | 0.00% | −3−2.7% | Reduced |
| Valued Wealth Advisors LLC | 102 | $10.5K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 100 | $10.3K | 0.00% | −1−1.0% | Reduced |
| West Paces Advisors Inc. | 100 | $10.3K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 100 | $10.3K | 0.00% | +100 | New |
| Northwest Investment Counselors, LLC | 100 | $10.3K | 0.00% | +100 | New |
| Federation des caisses Desjardins du Quebec | 100 | $10.3K | 0.00% | +100 | New |
| NewSquare Capital LLC | 80 | $8.21K | 0.00% | −55−40.7% | Reduced |
| Farther Finance Advisors, LLC | 78 | $7.95K | 0.00% | +5+6.8% | Added |
| AllSquare Wealth Management LLC | 76 | $7.80K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 75 | $7.70K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 75 | $7.70K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 76 | $7.34K | 0.00% | +1+1.3% | Added |
| LRI Investments, LLC | 66 | $6.77K | 0.00% | +66 | New |
| Bellevue Asset Management, LLC | 65 | $6.67K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 62 | $6.36K | 0.00% | +62 | New |
| Bogart Wealth, LLC | 59 | $6.05K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 57 | $5.85K | 0.00% | +14+32.6% | Added |
| EverSource Wealth Advisors, LLC | 56 | $5.37K | 0.00% | −156−73.6% | Reduced |
| Kelly Financial Services LLC | 51 | $5.25K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 51 | $5.23K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 50 | $5.14K | 0.00% | +50 | New |
| Rosenberg Matthew Hamilton | 50 | $5.09K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 47 | $4.82K | 0.00% | +47 | New |
| Sachetta, LLC | 60 | $4.60K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 49 | $4.36K | 0.00% | +49 | New |
| Crewe Advisors LLC | 41 | $4.21K | 0.00% | +41 | New |
| Central Trust Co | 36 | $3.69K | 0.00% | −41−53.2% | Reduced |
| Farmers & Merchants Investments Inc | 35 | $3.59K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 28 | $2.87K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 25 | $2.57K | 0.00% | −2−7.4% | Reduced |
| Umb Bank N A | 25 | $2.57K | 0.00% | +25 | New |
| Laffer Tengler Investments | 23 | $2.33K | 0.00% | +23 | New |
| Private Trust Co NA | 20 | $2.05K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 19 | $1.95K | 0.00% | +19 | New |
| SJS Investment Consulting Inc. | 15 | $1.54K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 15 | $1.54K | 0.00% | +15 | New |
| Geneos Wealth Management Inc. | 13 | $1.33K | 0.00% | +13 | New |
| JNBA Financial Advisors | 12 | $1.23K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 12 | $1.23K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 11 | $1.13K | 0.00% | +11 | New |
| DiNuzzo Private Wealth, Inc. | 7 | $719 | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 6 | $616 | 0.00% | +6 | New |
| Smartleaf Asset Management LLC | 6 | $611 | 0.00% | +6 | New |
| TD Capital Management LLC | 5 | $513 | 0.00% | +5 | New |
| Manchester Capital Management LLC | 4 | $411 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 2 | $206 | 0.00% | +2 | New |
| Tfo-TDC, LLC | 1 | $103 | 0.00% | 00.0% | Unchanged |
| Portland Investment Counsel Inc. | 2,000 | – | – | +2,000 | New |
| Bayberry Capital Partners LP | 0 | $0 | 0.00% | −175,000−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −138,404−100.0% | Sold out |
| Kingdon Capital Management, L.L.C. | 0 | $0 | 0.00% | −71,857−100.0% | Sold out |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −54,575−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −47,374−100.0% | Sold out |
| Advisory Research Inc | 0 | $0 | 0.00% | −47,138−100.0% | Sold out |
| Decade Renewable Partners LP | 0 | $0 | 0.00% | −44,596−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −37,536−100.0% | Sold out |
| Garnet Equity Capital Holdings, Inc. | 0 | $0 | 0.00% | −30,650−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −21,555−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −19,000−100.0% | Sold out |
| Williamson Legacy Group, LLC | 0 | $0 | 0.00% | −18,659−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −13,226−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −7,772−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −6,200−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Washington Capital Management Inc | 0 | $0 | 0.00% | −5,900−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −5,035−100.0% | Sold out |
| Seelaus Asset Management LLC | 0 | $0 | 0.00% | −4,315−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −4,142−100.0% | Sold out |