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, Q3 2024
Institutional positions in BWX Technologies, Inc. as of Sep 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
- 548
- +59 vs. Q2 2024
- Shares held
- 83.3M
- +8.23M (+11.0%) vs. Q2 2024
- Total value
- $9.08B
- +$1.95B (+27.3%) vs. Q2 2024
- New holders
- 94
- 211 more added
- Sold out
- 35
- 157 more reduced
7 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding BWX Technologies, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Financial Management Professionals, Inc. | 1 | $0 | 0.00% | +1 | New |
| GPS Wealth Strategies Group, LLC | 2 | $219 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 3 | $326 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 3 | $327 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 7 | $763 | 0.00% | +7 | New |
| Sawyer & Company, Inc | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 8 | $1.06K | 0.00% | −12,698−99.9% | Reduced |
| Riggs Asset Managment Co. Inc. | 11 | $1.20K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 11 | $1.20K | 0.00% | +11 | New |
| Bruce G. Allen Investments, LLC | 12 | $1.30K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 12 | $1.30K | 0.00% | +12 | New |
| Horizon Investments, LLC | 13 | $1.41K | 0.00% | +13 | New |
| GeoWealth Management, LLC | 13 | $1.41K | 0.00% | +13 | New |
| SJS Investment Consulting Inc. | 15 | $1.63K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 17 | $1.85K | 0.00% | −11−39.3% | Reduced |
| Hemington Wealth Management | 24 | $2.00K | 0.00% | +24 | New |
| Skopos Labs, Inc. | 20 | $2.17K | 0.00% | +20 | New |
| EverSource Wealth Advisors, LLC | 21 | $2.29K | 0.00% | +2+10.5% | Added |
| Financial Gravity Companies, Inc. | 22 | $2.39K | 0.00% | +22 | New |
| Mather Group, LLC. | 24 | $2.61K | 0.00% | −4−14.3% | Reduced |
| TD Private Client Wealth LLC | 27 | $2.94K | 0.00% | +27 | New |
| Hazlett, Burt & Watson, Inc. | 25 | $3.00K | 0.00% | +25 | New |
| Park Place Capital Corp | 28 | $3.04K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 35 | $3.81K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 36 | $3.91K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 41 | $4.46K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 50 | $5.43K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 50 | $5.45K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 51 | $5.54K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 55 | $5.98K | 0.00% | −25−31.3% | Reduced |
| Trust Co of Vermont | 58 | $6.30K | 0.00% | +58 | New |
| Whittier Trust Co of Nevada Inc | 60 | $6.52K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 61 | $6.63K | 0.00% | −67−52.3% | Reduced |
| Carolina Wealth Advisors, LLC | 62 | $6.74K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 65 | $7.07K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 65 | $7.07K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 66 | $7.17K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 71 | $7.72K | 0.00% | +4+6.0% | Added |
| Neo Ivy Capital Management | 80 | $8.00K | 0.00% | −5,096−98.5% | Reduced |
| Creekmur Asset Management LLC | 75 | $8.15K | 0.00% | −60−44.4% | Reduced |
| CVA Family Office, LLC | 75 | $8.15K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 75 | $8.15K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 76 | $8.26K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 77 | $8.37K | 0.00% | −100−56.5% | Reduced |
| Continuum Advisory, LLC | 68 | $8.72K | 0.00% | +19+38.8% | Added |
| Cornerstone Planning Group LLC | 76 | $9.51K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 110 | $10.4K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 100 | $10.9K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 100 | $10.9K | 0.00% | +100 | New |
| Wolff Wiese Magana LLC | 101 | $11.0K | 0.01% | +101 | New |
| Valued Wealth Advisors LLC | 101 | $11.0K | 0.01% | −1−1.0% | Reduced |
| JFS Wealth Advisors, LLC | 110 | $12.0K | 0.00% | +1+0.9% | Added |
| Gen-Wealth Partners Inc | 100 | $12.5K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 115 | $12.5K | 0.00% | +115 | New |
| Global Retirement Partners, LLC | 141 | $15.3K | 0.00% | −3−2.1% | Reduced |
| Colonial Trust Co | 142 | $15.4K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 145 | $15.8K | 0.00% | +11+8.2% | Added |
| Peregrine Capital Management LLC | 150 | $16.3K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 150 | $16.3K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 157 | $17.1K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 161 | $17.5K | 0.00% | +152+1,688.9% | Added |
| Smithfield Trust Co | 165 | $18.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 171 | $18.6K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 178 | $19.3K | 0.00% | +42+30.9% | Added |
| Smartleaf Asset Management LLC | 188 | $20.4K | 0.00% | +158+526.7% | Added |
| CBIZ Investment Advisory Services, LLC | 195 | $21.3K | 0.00% | +11+6.0% | Added |
| HHM Wealth Advisors, LLC | 200 | $21.7K | 0.00% | +200 | New |
| Contravisory Investment Management, Inc. | 203 | $22.1K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 204 | $22.2K | 0.00% | −352−63.3% | Reduced |
| Rakuten Securities, Inc. | 205 | $22.3K | 0.01% | +154+302.0% | Added |
| Hollencrest Capital Management | 208 | $22.6K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 217 | $23.6K | 0.01% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 220 | $23.9K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 222 | $24.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 221 | $24.0K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 225 | $24.5K | 0.00% | +52+30.1% | Added |
| Stone House Investment Management, LLC | 229 | $24.9K | 0.01% | +99+76.2% | Added |
| Rise Advisors, LLC | 236 | $25.6K | 0.01% | +1+0.4% | Added |
| Lindbrook Capital, LLC | 236 | $25.7K | 0.00% | −7−2.9% | Reduced |
| Covestor Ltd | 235 | $26.0K | 0.02% | −8−3.3% | Reduced |
| South State Corp. | 250 | $27.2K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 250 | $27.2K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 255 | $27.7K | 0.00% | +152+147.6% | Added |
| Umb Bank N A | 257 | $27.9K | 0.00% | +226+729.0% | Added |
| Quarry LP | 271 | $29.5K | 0.01% | +131+93.6% | Added |
| CoreCap Advisors, LLC | 274 | $29.8K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 286 | $31.1K | 0.00% | +234+450.0% | Added |
| V-Square Quantitative Management LLC | 289 | $31.4K | 0.00% | +289 | New |
| Salomon & Ludwin, LLC | 311 | $33.8K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 317 | $34.0K | 0.01% | +162+104.5% | Added |
| Proequities, Inc. | 336 | $36.5K | 0.00% | −26−7.2% | Reduced |
| Nomura Asset Management Co Ltd | 350 | $38.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 356 | $38.7K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 359 | $39.0K | 0.00% | +9+2.6% | Added |
| Catalyst Capital Advisors LLC | 375 | $40.8K | 0.00% | −89−19.2% | Reduced |
| LGT Financial Advisors LLC | 432 | $47.0K | 0.12% | −269−38.4% | Reduced |
| Sound Income Strategies, LLC | 447 | $48.6K | 0.00% | +61+15.8% | Added |
| Northwestern Mutual Wealth Management Co | 449 | $48.8K | 0.00% | +362+416.1% | Added |
| Uncommon Cents Investing LLC | 495 | $53.8K | 0.02% | +495 | New |
| Clear Street Markets LLC | 500 | $54.0K | 0.03% | +500 | New |