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 |
|---|---|---|---|---|---|
| Catalyst Capital Advisors LLC | 464 | $44.1K | 0.00% | +13+2.9% | Added |
| Group One Trading, L.P. | 476 | $45.2K | 0.00% | +476 | New |
| Ashton Thomas Private Wealth, LLC | 476 | $45.2K | 0.00% | +476 | New |
| Ronald Blue Trust, Inc. | 446 | $45.8K | 0.00% | +121+37.2% | Added |
| Versant Capital Management, Inc | 490 | $46.5K | 0.01% | +2+0.4% | Added |
| Spectrum Wealth Counsel, LLC | 546 | $51.9K | 0.01% | +546 | New |
| Riverview Trust Co | 550 | $52.3K | 0.05% | 00.0% | Unchanged |
| Leonteq Securities AG | 556 | $52.8K | 0.01% | −915−62.2% | Reduced |
| Fortis Group Advisors, LLC | 609 | $57.9K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 650 | $61.1K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 647 | $61.5K | 0.01% | +165+34.2% | Added |
| LGT Financial Advisors LLC | 701 | $66.6K | 0.14% | −1,105−61.2% | Reduced |
| GWM Advisors LLC | 807 | $76.7K | 0.00% | −272−25.2% | Reduced |
| J.Safra Asset Management Corp | 876 | $83.2K | 0.01% | +876 | New |
| Geneos Wealth Management Inc. | 900 | $85.5K | 0.00% | +887+6,823.1% | Added |
| Oakworth Capital, Inc. | 1,005 | $95.5K | 0.01% | +1,005 | New |
| Benjamin Edwards Inc | 1,056 | $100.0K | 0.02% | +1,056 | New |
| Jones Financial Companies LLLP | 1,167 | $110.9K | 0.00% | +904+343.7% | Added |
| Steward Partners Investment Advisory, LLC | 1,195 | $113.5K | 0.00% | +343+40.3% | Added |
| Parallel Advisors, LLC | 1,249 | $118.7K | 0.00% | +27+2.2% | Added |
| First Horizon Advisors, Inc. | 1,327 | $126.1K | 0.00% | −131−9.0% | Reduced |
| CWM, LLC | 1,353 | $129.0K | 0.00% | +167+14.1% | Added |
| Ci Investments Inc. | 1,433 | $136.0K | 0.00% | +5+0.4% | Added |
| Huntington National Bank | 1,446 | $137.4K | 0.00% | +6+0.4% | Added |
| Centaurus Financial, Inc. | 1,497 | $142.0K | 0.01% | +1,497 | New |
| Quest Partners LLC | 1,579 | $150.0K | 0.02% | −1,347−46.0% | Reduced |
| Sunbelt Securities, Inc. | 1,790 | $170.0K | 0.02% | −136−7.1% | Reduced |
| CIBC Private Wealth Group, LLC | 1,899 | $181.4K | 0.00% | −175−8.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,963 | $186.5K | 0.00% | +42+2.2% | Added |
| True Wealth Design, LLC | 2,100 | $199.5K | 0.05% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 2,108 | $200.3K | 0.01% | +2,108 | New |
| Coldstream Capital Management Inc | 2,134 | $202.7K | 0.00% | −38−1.7% | Reduced |
| Ingalls & Snyder LLC | 2,175 | $207.0K | 0.01% | −862−28.4% | Reduced |
| XTX Topco Ltd | 2,237 | $212.5K | 0.02% | +149+7.1% | Added |
| KBC Group NV | 2,277 | $216.0K | 0.00% | +363+19.0% | Added |
| Hancock Whitney Corp | 2,301 | $218.6K | 0.01% | −3−0.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 2,303 | $218.8K | 0.01% | −41−1.7% | Reduced |
| Raymond James Trust N.A. | 2,351 | $223.3K | 0.01% | +2,351 | New |
| Heritage Investment Group, Inc. | 2,400 | $228.0K | 0.05% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 2,409 | $228.8K | 0.09% | +2,409 | New |
| Coppell Advisory Solutions LLC | 2,458 | $233.5K | 0.04% | +2,458 | New |
| Brown Miller Wealth Management, LLC | 2,516 | $239.0K | 0.10% | 00.0% | Unchanged |
| Adalta Capital Management LLC | 2,565 | $243.7K | 0.13% | +665+35.0% | Added |
| CIBC Asset Management Inc | 2,580 | $245.1K | 0.00% | −232−8.3% | Reduced |
| Moneywise, Inc. | 2,586 | $245.7K | 0.13% | −36−1.4% | Reduced |
| Indie Asset Partners, LLC | 2,587 | $245.7K | 0.20% | +359+16.1% | Added |
| Gryphon Financial Partners LLC | 2,619 | $248.8K | 0.04% | −83−3.1% | Reduced |
| Keybank National Association | 2,646 | $251.4K | 0.00% | −100−3.6% | Reduced |
| Profund Advisors LLC | 2,650 | $251.8K | 0.01% | −967−26.7% | Reduced |
| Tower Research Capital LLC (TRC) | 2,657 | $252.4K | 0.00% | +152+6.1% | Added |
| Brown Brothers Harriman & Co | 2,677 | $254.3K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 2,680 | $254.6K | 0.01% | +3+0.1% | Added |
| AlphaStar Capital Management, LLC | 2,687 | $255.2K | 0.02% | −486−15.3% | Reduced |
| Horizon Kinetics Asset Management LLC | 2,756 | $261.8K | 0.00% | −30−1.1% | Reduced |
| Fundamentun, LLC | 2,780 | $264.2K | 0.02% | +2,780 | New |
| Wexford Capital LP | 2,784 | $264.5K | 0.07% | +2,784 | New |
| Diametric Capital, LP | 2,804 | $266.4K | 0.14% | +2,804 | New |
| NBC Securities, Inc. | 2,873 | $272.0K | 0.02% | +1,275+79.8% | Added |
| MAI Capital Management | 2,879 | $273.5K | 0.00% | −240−7.7% | Reduced |
| Fifth Third Bancorp | 2,909 | $276.4K | 0.00% | +2,249+340.8% | Added |
| Caption Management, LLC | 2,925 | $277.9K | 0.03% | +2,925 | New |
| Argent Trust Co | 2,930 | $278.4K | 0.01% | 00.0% | Unchanged |
| Portland Investment Counsel Inc. | 3,000 | $285.0K | 0.10% | +1,000+50.0% | Added |
| Keebeck Alpha, LP | 3,079 | $292.5K | 0.22% | +3,079 | New |
| Concurrent Investment Advisors, LLC | 3,119 | $296.3K | 0.01% | +483+18.3% | Added |
| Martingale Asset Management L P | 3,141 | $298.4K | 0.01% | +60+1.9% | Added |
| Teza Capital Management LLC | 3,205 | $304.5K | 0.04% | −13,987−81.4% | Reduced |
| Fulcrum Equity Management | 3,210 | $304.9K | 0.27% | −91−2.8% | Reduced |
| CIBC World Markets Inc. | 3,214 | $305.0K | 0.00% | +3,214 | New |
| Arden Trust Co | 3,226 | $306.5K | 0.04% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 3,230 | $306.8K | 0.05% | −799−19.8% | Reduced |
| Brookmont Capital Management | 3,276 | $311.3K | 0.17% | +10.0% | Added |
| Valeo Financial Advisors, LLC | 3,394 | $322.4K | 0.01% | +994+41.4% | Added |
| Versor Investments LP | 3,400 | $323.0K | 0.06% | +3,400 | New |
| Pettyjohn, Wood & White, Inc | 3,512 | $333.6K | 0.06% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,526 | $335.0K | 0.01% | −127−3.5% | Reduced |
| Empowered Funds, LLC | 3,544 | $336.7K | 0.01% | +1,259+55.1% | Added |
| Seven Eight Capital, LP | 3,566 | $338.8K | 0.04% | −9,837−73.4% | Reduced |
| Wetherby Asset Management Inc | 3,704 | $351.9K | 0.02% | −557−13.1% | Reduced |
| Shelton Capital Management | 3,728 | $354.2K | 0.01% | −216−5.5% | Reduced |
| First Manhattan Co | 3,810 | $361.9K | 0.00% | +170+4.7% | Added |
| Clearstead Advisors, LLC | 3,820 | $362.9K | 0.01% | +3,490+1,057.6% | Added |
| nVerses Capital, LLC | 3,900 | $370.5K | 0.22% | +3,900 | New |
| Bank of Nova Scotia | 4,008 | $380.8K | 0.00% | +207+5.4% | Added |
| Mesirow Financial Investment Management, Inc. | 4,031 | $383.3K | 0.01% | +10.0% | Added |
| Fox Run Management, L.L.C. | 4,054 | $385.1K | 0.07% | +4,054 | New |
| Jump Financial, LLC | 4,064 | $386.1K | 0.01% | −9,482−70.0% | Reduced |
| Brevan Howard Capital Management LP | 4,086 | $388.2K | 0.03% | +4,086 | New |
| Park Avenue Securities LLC | 4,170 | $396.0K | 0.00% | −401−8.8% | Reduced |
| Custom Index Systems, LLC | 4,274 | $406.0K | 0.23% | +4,274 | New |
| Winton Group Ltd | 4,308 | $409.3K | 0.03% | +4,308 | New |
| ProShare Advisors LLC | 4,311 | $409.5K | 0.00% | −153−3.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 4,316 | $410.0K | 0.00% | +1,830+73.6% | Added |
| Pitcairn Co | 4,357 | $413.9K | 0.03% | +97+2.3% | Added |
| Nisa Investment Advisors, LLC | 4,370 | $415.1K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 4,381 | $416.2K | 0.01% | −1,992−31.3% | Reduced |
| Knollwood Investment Advisory, LLC | 4,460 | $423.7K | 0.05% | +4,460 | New |
| Toronto Dominion Bank | 4,544 | $431.7K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 4,667 | $443.0K | 0.00% | −592−11.3% | Reduced |
| Chesapeake Capital Corp | 4,709 | $447.4K | 0.59% | −4,771−50.3% | Reduced |