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 |
|---|---|---|---|---|---|
| Integrated Wealth Concepts LLC | 4,381 | $416.2K | 0.01% | −1,992−31.3% | Reduced |
| Nisa Investment Advisors, LLC | 4,370 | $415.1K | 0.00% | 00.0% | Unchanged |
| Pitcairn Co | 4,357 | $413.9K | 0.03% | +97+2.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 4,316 | $410.0K | 0.00% | +1,830+73.6% | Added |
| ProShare Advisors LLC | 4,311 | $409.5K | 0.00% | −153−3.4% | Reduced |
| Winton Group Ltd | 4,308 | $409.3K | 0.03% | +4,308 | New |
| Custom Index Systems, LLC | 4,274 | $406.0K | 0.23% | +4,274 | New |
| Park Avenue Securities LLC | 4,170 | $396.0K | 0.00% | −401−8.8% | Reduced |
| Brevan Howard Capital Management LP | 4,086 | $388.2K | 0.03% | +4,086 | New |
| Jump Financial, LLC | 4,064 | $386.1K | 0.01% | −9,482−70.0% | Reduced |
| Fox Run Management, L.L.C. | 4,054 | $385.1K | 0.07% | +4,054 | New |
| Mesirow Financial Investment Management, Inc. | 4,031 | $383.3K | 0.01% | +10.0% | Added |
| Bank of Nova Scotia | 4,008 | $380.8K | 0.00% | +207+5.4% | Added |
| nVerses Capital, LLC | 3,900 | $370.5K | 0.22% | +3,900 | New |
| Clearstead Advisors, LLC | 3,820 | $362.9K | 0.01% | +3,490+1,057.6% | Added |
| First Manhattan Co | 3,810 | $361.9K | 0.00% | +170+4.7% | Added |
| Shelton Capital Management | 3,728 | $354.2K | 0.01% | −216−5.5% | Reduced |
| Wetherby Asset Management Inc | 3,704 | $351.9K | 0.02% | −557−13.1% | Reduced |
| Seven Eight Capital, LP | 3,566 | $338.8K | 0.04% | −9,837−73.4% | Reduced |
| Empowered Funds, LLC | 3,544 | $336.7K | 0.01% | +1,259+55.1% | Added |
| IFP Advisors, Inc | 3,526 | $335.0K | 0.01% | −127−3.5% | Reduced |
| Pettyjohn, Wood & White, Inc | 3,512 | $333.6K | 0.06% | 00.0% | Unchanged |
| Versor Investments LP | 3,400 | $323.0K | 0.06% | +3,400 | New |
| Valeo Financial Advisors, LLC | 3,394 | $322.4K | 0.01% | +994+41.4% | Added |
| Brookmont Capital Management | 3,276 | $311.3K | 0.17% | +10.0% | Added |
| Personal Cfo Solutions, LLC | 3,230 | $306.8K | 0.05% | −799−19.8% | Reduced |
| Arden Trust Co | 3,226 | $306.5K | 0.04% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 3,214 | $305.0K | 0.00% | +3,214 | New |
| Fulcrum Equity Management | 3,210 | $304.9K | 0.27% | −91−2.8% | Reduced |
| Teza Capital Management LLC | 3,205 | $304.5K | 0.04% | −13,987−81.4% | Reduced |
| Martingale Asset Management L P | 3,141 | $298.4K | 0.01% | +60+1.9% | Added |
| Concurrent Investment Advisors, LLC | 3,119 | $296.3K | 0.01% | +483+18.3% | Added |
| Keebeck Alpha, LP | 3,079 | $292.5K | 0.22% | +3,079 | New |
| Portland Investment Counsel Inc. | 3,000 | $285.0K | 0.10% | +1,000+50.0% | Added |
| Argent Trust Co | 2,930 | $278.4K | 0.01% | 00.0% | Unchanged |
| Caption Management, LLC | 2,925 | $277.9K | 0.03% | +2,925 | New |
| Fifth Third Bancorp | 2,909 | $276.4K | 0.00% | +2,249+340.8% | Added |
| MAI Capital Management | 2,879 | $273.5K | 0.00% | −240−7.7% | Reduced |
| NBC Securities, Inc. | 2,873 | $272.0K | 0.02% | +1,275+79.8% | Added |
| Diametric Capital, LP | 2,804 | $266.4K | 0.14% | +2,804 | New |
| Wexford Capital LP | 2,784 | $264.5K | 0.07% | +2,784 | New |
| Fundamentun, LLC | 2,780 | $264.2K | 0.02% | +2,780 | New |
| Horizon Kinetics Asset Management LLC | 2,756 | $261.8K | 0.00% | −30−1.1% | Reduced |
| AlphaStar Capital Management, LLC | 2,687 | $255.2K | 0.02% | −486−15.3% | Reduced |
| Kestra Private Wealth Services, LLC | 2,680 | $254.6K | 0.01% | +3+0.1% | Added |
| Brown Brothers Harriman & Co | 2,677 | $254.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,657 | $252.4K | 0.00% | +152+6.1% | Added |
| Profund Advisors LLC | 2,650 | $251.8K | 0.01% | −967−26.7% | Reduced |
| Keybank National Association | 2,646 | $251.4K | 0.00% | −100−3.6% | Reduced |
| Gryphon Financial Partners LLC | 2,619 | $248.8K | 0.04% | −83−3.1% | Reduced |
| Indie Asset Partners, LLC | 2,587 | $245.7K | 0.20% | +359+16.1% | Added |
| Moneywise, Inc. | 2,586 | $245.7K | 0.13% | −36−1.4% | Reduced |
| CIBC Asset Management Inc | 2,580 | $245.1K | 0.00% | −232−8.3% | Reduced |
| Adalta Capital Management LLC | 2,565 | $243.7K | 0.13% | +665+35.0% | Added |
| Brown Miller Wealth Management, LLC | 2,516 | $239.0K | 0.10% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 2,458 | $233.5K | 0.04% | +2,458 | New |
| Beacon Financial Advisory LLC | 2,409 | $228.8K | 0.09% | +2,409 | New |
| Heritage Investment Group, Inc. | 2,400 | $228.0K | 0.05% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 2,351 | $223.3K | 0.01% | +2,351 | New |
| Meiji Yasuda Asset Management Co Ltd. | 2,303 | $218.8K | 0.01% | −41−1.7% | Reduced |
| Hancock Whitney Corp | 2,301 | $218.6K | 0.01% | −3−0.1% | Reduced |
| KBC Group NV | 2,277 | $216.0K | 0.00% | +363+19.0% | Added |
| XTX Topco Ltd | 2,237 | $212.5K | 0.02% | +149+7.1% | Added |
| Ingalls & Snyder LLC | 2,175 | $207.0K | 0.01% | −862−28.4% | Reduced |
| Coldstream Capital Management Inc | 2,134 | $202.7K | 0.00% | −38−1.7% | Reduced |
| Prospera Financial Services Inc | 2,108 | $200.3K | 0.01% | +2,108 | New |
| True Wealth Design, LLC | 2,100 | $199.5K | 0.05% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1,963 | $186.5K | 0.00% | +42+2.2% | Added |
| CIBC Private Wealth Group, LLC | 1,899 | $181.4K | 0.00% | −175−8.4% | Reduced |
| Sunbelt Securities, Inc. | 1,790 | $170.0K | 0.02% | −136−7.1% | Reduced |
| Quest Partners LLC | 1,579 | $150.0K | 0.02% | −1,347−46.0% | Reduced |
| Centaurus Financial, Inc. | 1,497 | $142.0K | 0.01% | +1,497 | New |
| Huntington National Bank | 1,446 | $137.4K | 0.00% | +6+0.4% | Added |
| Ci Investments Inc. | 1,433 | $136.0K | 0.00% | +5+0.4% | Added |
| CWM, LLC | 1,353 | $129.0K | 0.00% | +167+14.1% | Added |
| First Horizon Advisors, Inc. | 1,327 | $126.1K | 0.00% | −131−9.0% | Reduced |
| Parallel Advisors, LLC | 1,249 | $118.7K | 0.00% | +27+2.2% | Added |
| Steward Partners Investment Advisory, LLC | 1,195 | $113.5K | 0.00% | +343+40.3% | Added |
| Jones Financial Companies LLLP | 1,167 | $110.9K | 0.00% | +904+343.7% | Added |
| Benjamin Edwards Inc | 1,056 | $100.0K | 0.02% | +1,056 | New |
| Oakworth Capital, Inc. | 1,005 | $95.5K | 0.01% | +1,005 | New |
| Geneos Wealth Management Inc. | 900 | $85.5K | 0.00% | +887+6,823.1% | Added |
| J.Safra Asset Management Corp | 876 | $83.2K | 0.01% | +876 | New |
| GWM Advisors LLC | 807 | $76.7K | 0.00% | −272−25.2% | Reduced |
| LGT Financial Advisors LLC | 701 | $66.6K | 0.14% | −1,105−61.2% | Reduced |
| SRS Capital Advisors, Inc. | 647 | $61.5K | 0.01% | +165+34.2% | Added |
| TD Waterhouse Canada Inc. | 650 | $61.1K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 609 | $57.9K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 556 | $52.8K | 0.01% | −915−62.2% | Reduced |
| Riverview Trust Co | 550 | $52.3K | 0.05% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 546 | $51.9K | 0.01% | +546 | New |
| Versant Capital Management, Inc | 490 | $46.5K | 0.01% | +2+0.4% | Added |
| Ronald Blue Trust, Inc. | 446 | $45.8K | 0.00% | +121+37.2% | 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 |
| Millburn Ridgefield Corp | 464 | $44.1K | 0.00% | +13+2.9% | Added |
| Catalyst Capital Advisors LLC | 464 | $44.1K | 0.00% | +13+2.9% | Added |
| GAMMA Investing LLC | 429 | $40.8K | 0.01% | +159+58.9% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 397 | $37.0K | 0.01% | +172+76.4% | Added |
| Sound Income Strategies, LLC | 386 | $36.7K | 0.00% | 00.0% | Unchanged |