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 |
|---|---|---|---|---|---|
| Riverview Trust Co | 550 | $59.8K | 0.05% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 600 | $65.2K | 0.01% | +600 | New |
| Fortis Group Advisors, LLC | 609 | $66.2K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 650 | $72.6K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 675 | $73.4K | 0.01% | +355+110.9% | Added |
| Ronald Blue Trust, Inc. | 813 | $77.2K | 0.00% | +367+82.3% | Added |
| Aster Capital Management (DIFC) Ltd | 742 | $80.7K | 0.02% | +742 | New |
| GWM Advisors LLC | 807 | $87.7K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 817 | $88.8K | 0.01% | +170+26.3% | Added |
| Morse Asset Management, Inc | 850 | $92.4K | 0.02% | +850 | New |
| Millburn Ridgefield Corp | 875 | $95.1K | 0.00% | +411+88.6% | Added |
| GAMMA Investing LLC | 956 | $103.9K | 0.01% | +527+122.8% | Added |
| Oakworth Capital, Inc. | 1,005 | $109.2K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,109 | $120.5K | 0.00% | +209+23.2% | Added |
| Allspring Global Investments Holdings, LLC | 1,120 | $121.7K | 0.00% | −843−42.9% | Reduced |
| J.Safra Asset Management Corp | 1,134 | $123.1K | 0.01% | +258+29.5% | Added |
| Versant Capital Management, Inc | 1,168 | $126.9K | 0.03% | +678+138.4% | Added |
| Parallel Advisors, LLC | 1,288 | $140.0K | 0.00% | +39+3.1% | Added |
| First Horizon Advisors, Inc. | 1,327 | $144.3K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,377 | $149.5K | 0.00% | +210+18.0% | Added |
| Huntington National Bank | 1,446 | $157.2K | 0.00% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 1,510 | $164.0K | 0.01% | +13+0.9% | Added |
| Ci Investments Inc. | 1,578 | $172.0K | 0.00% | +145+10.1% | Added |
| Vestcor Inc | 1,640 | $178.0K | 0.01% | −7,809−82.6% | Reduced |
| HSBC Holdings PLC | 1,884 | $205.9K | 0.00% | −3,131−62.4% | Reduced |
| Shell Asset Management Co | 1,931 | $210.0K | 0.01% | +1,931 | New |
| Nkcfo LLC | 2,000 | $217.0K | 0.10% | +2,000 | New |
| Aaron Wealth Advisors | 2,003 | $217.7K | 0.03% | +2,003 | New |
| Equitable Holdings, Inc. | 2,015 | $219.0K | 0.00% | +2,015 | New |
| Wiley Bros.-Aintree Capital, LLC | 2,025 | $220.1K | 0.00% | +2,025 | New |
| Gateway Investment Advisers LLC | 2,033 | $221.0K | 0.00% | +2,033 | New |
| Kestra Advisory Services, LLC | 2,079 | $225.9K | 0.00% | +2,079 | New |
| Gryphon Financial Partners LLC | 2,094 | $227.6K | 0.03% | −525−20.0% | Reduced |
| Heritage Investors Management Corp | 2,104 | $229.0K | 0.01% | +2,104 | New |
| True Wealth Design, LLC | 2,115 | $229.9K | 0.09% | +15+0.7% | Added |
| Bryn Mawr Trust Co | 2,119 | $230.3K | 0.00% | +2,119 | New |
| Benjamin Edwards Inc | 2,123 | $230.8K | 0.00% | +1,067+101.0% | Added |
| Congress Wealth Management LLC | 2,124 | $230.9K | 0.00% | +2,124 | New |
| AlphaStar Capital Management, LLC | 2,153 | $234.0K | 0.02% | −534−19.9% | Reduced |
| NBC Securities, Inc. | 2,165 | $235.0K | 0.02% | −708−24.6% | Reduced |
| Commerce Bank | 2,163 | $235.1K | 0.00% | +2,163 | New |
| SG Americas Securities, LLC | 2,172 | $236.0K | 0.00% | −36,437−94.4% | Reduced |
| Shay Capital LLC | 2,188 | $237.8K | 0.07% | +2,188 | New |
| Envestnet Portfolio Solutions, Inc. | 2,207 | $239.9K | 0.00% | +2,207 | New |
| QRG Capital Management, Inc. | 2,211 | $240.3K | 0.00% | +2,211 | New |
| Sunbelt Securities, Inc. | 2,212 | $240.5K | 0.02% | +422+23.6% | Added |
| Hilltop Holdings Inc. | 2,237 | $243.1K | 0.02% | +2,237 | New |
| Meiji Yasuda Asset Management Co Ltd. | 2,249 | $244.5K | 0.01% | −54−2.3% | Reduced |
| ClearAlpha Technologies LP | 2,343 | $254.7K | 0.11% | +2,343 | New |
| Raymond James Trust N.A. | 2,369 | $257.5K | 0.01% | +18+0.8% | Added |
| Heritage Investment Group, Inc. | 2,400 | $260.9K | 0.05% | 00.0% | Unchanged |
| Omers Administration Corp | 2,400 | $260.9K | 0.00% | +2,400 | New |
| Hancock Whitney Corp | 2,434 | $264.6K | 0.01% | +133+5.8% | Added |
| Beacon Financial Advisory LLC | 2,469 | $268.4K | 0.09% | +60+2.5% | Added |
| Aigen Investment Management, LP | 2,481 | $269.7K | 0.05% | +2,481 | New |
| Indie Asset Partners, LLC | 2,491 | $270.8K | 0.20% | −96−3.7% | Reduced |
| RSM US Wealth Management LLC | 2,441 | $272.5K | 0.00% | +2,441 | New |
| Brown Miller Wealth Management, LLC | 2,516 | $273.5K | 0.11% | 00.0% | Unchanged |
| Stamos Capital Partners, L.P. | 2,520 | $273.9K | 0.06% | −6,050−70.6% | Reduced |
| KBC Group NV | 2,526 | $275.0K | 0.00% | +249+10.9% | Added |
| Headlands Technologies LLC | 2,581 | $280.6K | 0.03% | +2,533+5,277.1% | Added |
| Coldstream Capital Management Inc | 2,565 | $281.0K | 0.01% | +431+20.2% | Added |
| Moneywise, Inc. | 2,586 | $281.1K | 0.14% | 00.0% | Unchanged |
| CWM, LLC | 2,605 | $283.0K | 0.00% | +1,252+92.5% | Added |
| Profund Advisors LLC | 2,636 | $286.5K | 0.01% | −14−0.5% | Reduced |
| CIBC Asset Management Inc | 2,667 | $289.9K | 0.00% | +87+3.4% | Added |
| Horizon Kinetics Asset Management LLC | 2,690 | $292.4K | 0.00% | −66−2.4% | Reduced |
| Versor Investments LP | 2,700 | $293.5K | 0.05% | −700−20.6% | Reduced |
| MAI Capital Management | 2,702 | $293.8K | 0.00% | −177−6.1% | Reduced |
| Brown Brothers Harriman & Co | 2,706 | $294.1K | 0.00% | +29+1.1% | Added |
| Fundamentun, LLC | 2,786 | $302.9K | 0.02% | +6+0.2% | Added |
| Wexford Capital LP | 2,942 | $319.8K | 0.08% | +158+5.7% | Added |
| Fifth Third Bancorp | 2,976 | $323.5K | 0.00% | +67+2.3% | Added |
| Portland Investment Counsel Inc. | 3,000 | $326.1K | 0.12% | 00.0% | Unchanged |
| Oak Associates, Ltd | 3,000 | $326.1K | 0.02% | +3,000 | New |
| Petrus Trust Company, LTA | 3,023 | $328.6K | 0.03% | +3,023 | New |
| Landscape Capital Management, L.L.C. | 3,082 | $335.0K | 0.03% | +3,082 | New |
| Sterling Capital Management LLC | 3,105 | $337.5K | 0.00% | +3,105 | New |
| Keybank National Association | 3,115 | $338.6K | 0.00% | +469+17.7% | Added |
| Daymark Wealth Partners, LLC | 3,134 | $340.6K | 0.01% | +3,134 | New |
| Jump Financial, LLC | 3,138 | $341.1K | 0.01% | −926−22.8% | Reduced |
| Martingale Asset Management L P | 3,141 | $341.4K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 3,170 | $344.6K | 0.01% | +2,694+566.0% | Added |
| Personal Cfo Solutions, LLC | 3,196 | $347.4K | 0.05% | −34−1.1% | Reduced |
| IFP Advisors, Inc | 3,256 | $354.0K | 0.01% | −270−7.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 3,309 | $359.7K | 0.02% | +3,309 | New |
| Park Avenue Securities LLC | 3,312 | $360.0K | 0.00% | −858−20.6% | Reduced |
| Fulcrum Equity Management | 3,337 | $362.7K | 0.31% | +127+4.0% | Added |
| Kestra Private Wealth Services, LLC | 3,429 | $372.7K | 0.01% | +749+27.9% | Added |
| Brookmont Capital Management | 3,494 | $379.8K | 0.20% | +218+6.7% | Added |
| Bayesian Capital Management, LP | 3,503 | $380.8K | 0.04% | +3,503 | New |
| Pettyjohn, Wood & White, Inc | 3,512 | $381.8K | 0.07% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 3,539 | $384.7K | 0.01% | +145+4.3% | Added |
| Shelton Capital Management | 3,614 | $392.8K | 0.01% | −114−3.1% | Reduced |
| First Hawaiian Bank | 3,654 | $397.2K | 0.01% | −1,615−30.7% | Reduced |
| Iams Wealth Management, LLC | 3,671 | $399.0K | 0.20% | +3,671 | New |
| Dark Forest Capital Management LP | 3,676 | $399.6K | 0.05% | +3,676 | New |
| First Manhattan Co | 3,740 | $406.5K | 0.00% | −70−1.8% | Reduced |
| Bank of Nova Scotia | 3,768 | $409.6K | 0.00% | −240−6.0% | Reduced |
| Pitcairn Co | 3,782 | $411.1K | 0.02% | −575−13.2% | Reduced |