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, Q2 2024
Institutional positions in BWX Technologies, Inc. as of Jun 30, 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
- 496
- +21 vs. Q1 2024
- Shares held
- 84.5M
- +285.4K (+0.3%) vs. Q1 2024
- Total value
- $8.03B
- −$607.9M (−7.0%) vs. Q1 2024
- New holders
- 81
- 180 more added
- Sold out
- 60
- 165 more reduced
4 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding BWX Technologies, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1 | $95 | 0.00% | −631−99.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 2 | $191 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 3 | $285 | 0.00% | −17−85.0% | Reduced |
| Manchester Capital Management LLC | 3 | $285 | 0.00% | −1−25.0% | Reduced |
| Lynx Investment Advisory | 6 | $570 | 0.00% | +6 | New |
| DiNuzzo Private Wealth, Inc. | 9 | $855 | 0.00% | +2+28.6% | Added |
| Sawyer & Company, Inc | 6 | $1.00K | 0.00% | +6 | New |
| Riggs Asset Managment Co. Inc. | 11 | $1.04K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 12 | $1.14K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 12 | $1.14K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 15 | $1.43K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 16 | $1.52K | 0.00% | +16 | New |
| EverSource Wealth Advisors, LLC | 19 | $1.90K | 0.00% | −37−66.1% | Reduced |
| Wetzel Investment Advisors, Inc. | 25 | $2.57K | 0.00% | −97−79.5% | Reduced |
| Park Place Capital Corp | 28 | $2.66K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 30 | $2.85K | 0.00% | +24+400.0% | Added |
| Allworth Financial LP | 28 | $2.86K | 0.00% | +3+12.0% | Added |
| Mather Group, LLC. | 28 | $2.87K | 0.00% | +28 | New |
| Umb Bank N A | 31 | $2.94K | 0.00% | +6+24.0% | Added |
| ZRC Wealth Management, LLC | 31 | $2.94K | 0.00% | +31 | New |
| Opal Wealth Advisors, LLC | 33 | $3.13K | 0.00% | +33 | New |
| Laffer Tengler Investments | 35 | $3.31K | 0.00% | +12+52.2% | Added |
| Farmers & Merchants Investments Inc | 35 | $3.33K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 36 | $3.42K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 41 | $3.90K | 0.00% | +26+173.3% | Added |
| Redwood Wealth Management Group, LLC | 44 | $4.20K | 0.00% | +44 | New |
| JJJ Advisors Inc. | 47 | $4.46K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 48 | $4.56K | 0.00% | +48 | New |
| Continuum Advisory, LLC | 49 | $4.66K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 50 | $4.70K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 50 | $4.75K | 0.00% | +50 | New |
| Rakuten Securities, Inc. | 51 | $4.84K | 0.00% | −49−49.0% | Reduced |
| Fortitude Family Office, LLC | 51 | $4.84K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 51 | $4.86K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 52 | $4.94K | 0.00% | +52 | New |
| Walleye Capital LLC | 59 | $5.61K | 0.00% | −252−81.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 60 | $5.70K | 0.00% | −169−73.8% | Reduced |
| Carolina Wealth Advisors, LLC | 62 | $5.89K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 65 | $6.17K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 65 | $6.17K | 0.00% | +65 | New |
| LRI Investments, LLC | 66 | $6.27K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 67 | $6.37K | 0.00% | +8+13.6% | Added |
| Sachetta, LLC | 66 | $6.46K | 0.00% | +6+10.0% | Added |
| Cornerstone Planning Group LLC | 76 | $6.98K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 75 | $7.13K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 75 | $7.13K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 76 | $7.22K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 80 | $7.60K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 87 | $8.27K | 0.00% | −297−77.3% | Reduced |
| West Paces Advisors Inc. | 100 | $9.50K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 100 | $9.50K | 0.00% | +100 | New |
| Valued Wealth Advisors LLC | 102 | $9.70K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 103 | $9.77K | 0.00% | −151−59.4% | Reduced |
| JFS Wealth Advisors, LLC | 109 | $10.4K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 110 | $10.4K | 0.01% | −30−21.4% | Reduced |
| Massmutual Trust Co FSB | 128 | $12.2K | 0.00% | +71+124.6% | Added |
| Stone House Investment Management, LLC | 130 | $12.3K | 0.00% | +130 | New |
| Farther Finance Advisors, LLC | 134 | $12.6K | 0.00% | +56+71.8% | Added |
| Creekmur Asset Management LLC | 135 | $12.8K | 0.00% | +135 | New |
| Federation des caisses Desjardins du Quebec | 136 | $12.9K | 0.00% | +36+36.0% | Added |
| Quarry LP | 140 | $13.3K | 0.01% | −456−76.5% | Reduced |
| Colonial Trust Co | 142 | $13.5K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 144 | $13.7K | 0.00% | −121−45.7% | Reduced |
| Innealta Capital, LLC | 144 | $13.7K | 0.00% | +144 | New |
| Peregrine Capital Management LLC | 150 | $14.3K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 150 | $14.3K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 157 | $14.9K | 0.00% | +157 | New |
| Centerpoint Advisors, LLC | 155 | $15.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 165 | $16.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 171 | $16.2K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 173 | $16.4K | 0.00% | +21+13.8% | Added |
| St Germain D J Co Inc | 177 | $16.8K | 0.00% | +77+77.0% | Added |
| CBIZ Investment Advisory Services, LLC | 184 | $17.4K | 0.00% | −39−17.5% | Reduced |
| Contravisory Investment Management, Inc. | 203 | $19.3K | 0.00% | −114−36.0% | Reduced |
| National Bank of Canada | 210 | $19.7K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 208 | $19.8K | 0.00% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 210 | $19.9K | 0.01% | +210 | New |
| PFS Partners, LLC | 217 | $20.6K | 0.01% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 220 | $20.9K | 0.01% | +220 | New |
| Parkside Financial Bank & Trust | 221 | $21.0K | 0.00% | −2−0.9% | Reduced |
| Capital Advisors, Ltd. LLC | 222 | $21.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 235 | $22.3K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 243 | $23.1K | 0.00% | +29+13.6% | Added |
| South State Corp. | 250 | $23.8K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 250 | $23.8K | 0.01% | +250 | New |
| Covestor Ltd | 243 | $24.0K | 0.02% | −1,125−82.2% | Reduced |
| CoreCap Advisors, LLC | 274 | $26.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 284 | $27.0K | 0.00% | −131−31.6% | Reduced |
| Aquatic Capital Management LLC | 300 | $28.5K | 0.00% | −3,400−91.9% | Reduced |
| Salomon & Ludwin, LLC | 311 | $29.5K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 320 | $30.4K | 0.00% | −9−2.7% | Reduced |
| Toth Financial Advisory Corp | 320 | $30.4K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 350 | $33.3K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 350 | $33.3K | 0.00% | +41+13.3% | Added |
| Key Financial Inc | 356 | $33.8K | 0.01% | +6+1.7% | Added |
| Proequities, Inc. | 362 | $34.4K | 0.00% | −71−16.4% | Reduced |
| Sound Income Strategies, LLC | 386 | $36.7K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 397 | $37.0K | 0.01% | +172+76.4% | Added |
| GAMMA Investing LLC | 429 | $40.8K | 0.01% | +159+58.9% | Added |
| Millburn Ridgefield Corp | 464 | $44.1K | 0.00% | +13+2.9% | Added |