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 |
|---|---|---|---|---|---|
| Proequities, Inc. | 362 | $34.4K | 0.00% | −71−16.4% | Reduced |
| Key Financial Inc | 356 | $33.8K | 0.01% | +6+1.7% | Added |
| 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 |
| AdvisorNet Financial, Inc | 320 | $30.4K | 0.00% | −9−2.7% | Reduced |
| Toth Financial Advisory Corp | 320 | $30.4K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 311 | $29.5K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 300 | $28.5K | 0.00% | −3,400−91.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 284 | $27.0K | 0.00% | −131−31.6% | Reduced |
| CoreCap Advisors, LLC | 274 | $26.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 243 | $24.0K | 0.02% | −1,125−82.2% | Reduced |
| South State Corp. | 250 | $23.8K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 250 | $23.8K | 0.01% | +250 | New |
| Lindbrook Capital, LLC | 243 | $23.1K | 0.00% | +29+13.6% | Added |
| Rise Advisors, LLC | 235 | $22.3K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 222 | $21.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 221 | $21.0K | 0.00% | −2−0.9% | Reduced |
| Ransom Advisory, Ltd | 220 | $20.9K | 0.01% | +220 | New |
| PFS Partners, LLC | 217 | $20.6K | 0.01% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 210 | $19.9K | 0.01% | +210 | New |
| Hollencrest Capital Management | 208 | $19.8K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 210 | $19.7K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 203 | $19.3K | 0.00% | −114−36.0% | Reduced |
| CBIZ Investment Advisory Services, LLC | 184 | $17.4K | 0.00% | −39−17.5% | Reduced |
| St Germain D J Co Inc | 177 | $16.8K | 0.00% | +77+77.0% | Added |
| Principal Securities, Inc. | 173 | $16.4K | 0.00% | +21+13.8% | Added |
| Washington Trust Advisors, Inc. | 171 | $16.2K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 165 | $16.0K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 155 | $15.0K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 157 | $14.9K | 0.00% | +157 | New |
| Peregrine Capital Management LLC | 150 | $14.3K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 150 | $14.3K | 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 |
| Colonial Trust Co | 142 | $13.5K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 140 | $13.3K | 0.01% | −456−76.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 136 | $12.9K | 0.00% | +36+36.0% | Added |
| Creekmur Asset Management LLC | 135 | $12.8K | 0.00% | +135 | New |
| Farther Finance Advisors, LLC | 134 | $12.6K | 0.00% | +56+71.8% | Added |
| Stone House Investment Management, LLC | 130 | $12.3K | 0.00% | +130 | New |
| Massmutual Trust Co FSB | 128 | $12.2K | 0.00% | +71+124.6% | Added |
| Criterion Capital Advisors, LLC | 110 | $10.4K | 0.01% | −30−21.4% | Reduced |
| JFS Wealth Advisors, LLC | 109 | $10.4K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 103 | $9.77K | 0.00% | −151−59.4% | Reduced |
| Valued Wealth Advisors LLC | 102 | $9.70K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 100 | $9.50K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 100 | $9.50K | 0.00% | +100 | New |
| Northwestern Mutual Wealth Management Co | 87 | $8.27K | 0.00% | −297−77.3% | Reduced |
| NewSquare Capital LLC | 80 | $7.60K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 76 | $7.22K | 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 |
| Cornerstone Planning Group LLC | 76 | $6.98K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 66 | $6.46K | 0.00% | +6+10.0% | Added |
| Bogart Wealth, LLC | 67 | $6.37K | 0.00% | +8+13.6% | Added |
| LRI Investments, LLC | 66 | $6.27K | 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 |
| Carolina Wealth Advisors, LLC | 62 | $5.89K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 60 | $5.70K | 0.00% | −169−73.8% | Reduced |
| Walleye Capital LLC | 59 | $5.61K | 0.00% | −252−81.0% | Reduced |
| Harbour Investments, Inc. | 52 | $4.94K | 0.00% | +52 | New |
| Kelly Financial Services LLC | 51 | $4.86K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 51 | $4.84K | 0.00% | −49−49.0% | Reduced |
| Fortitude Family Office, LLC | 51 | $4.84K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 50 | $4.75K | 0.00% | +50 | New |
| Rosenberg Matthew Hamilton | 50 | $4.70K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 49 | $4.66K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 48 | $4.56K | 0.00% | +48 | New |
| JJJ Advisors Inc. | 47 | $4.46K | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 44 | $4.20K | 0.00% | +44 | New |
| Tucker Asset Management LLC | 41 | $3.90K | 0.00% | +26+173.3% | Added |
| Central Trust Co | 36 | $3.42K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 35 | $3.33K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 35 | $3.31K | 0.00% | +12+52.2% | Added |
| Opal Wealth Advisors, LLC | 33 | $3.13K | 0.00% | +33 | 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 |
| Mather Group, LLC. | 28 | $2.87K | 0.00% | +28 | New |
| Allworth Financial LP | 28 | $2.86K | 0.00% | +3+12.0% | Added |
| Smartleaf Asset Management LLC | 30 | $2.85K | 0.00% | +24+400.0% | Added |
| Park Place Capital Corp | 28 | $2.66K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 25 | $2.57K | 0.00% | −97−79.5% | Reduced |
| EverSource Wealth Advisors, LLC | 19 | $1.90K | 0.00% | −37−66.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 16 | $1.52K | 0.00% | +16 | New |
| SJS Investment Consulting Inc. | 15 | $1.43K | 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 |
| Riggs Asset Managment Co. Inc. | 11 | $1.04K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 6 | $1.00K | 0.00% | +6 | New |
| DiNuzzo Private Wealth, Inc. | 9 | $855 | 0.00% | +2+28.6% | Added |
| Lynx Investment Advisory | 6 | $570 | 0.00% | +6 | New |
| Private Trust Co NA | 3 | $285 | 0.00% | −17−85.0% | Reduced |
| Manchester Capital Management LLC | 3 | $285 | 0.00% | −1−25.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 2 | $191 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1 | $95 | 0.00% | −631−99.8% | Reduced |
| Cooke & Bieler LP | 0 | $0 | 0.00% | −588,924−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −121,266−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −80,091−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −48,549−100.0% | Sold out |