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 |
|---|---|---|---|---|---|
| Wetherby Asset Management Inc | 3,804 | $413.5K | 0.02% | +100+2.7% | Added |
| Prospera Financial Services Inc | 3,818 | $415.0K | 0.01% | +1,710+81.1% | Added |
| Brevan Howard Capital Management LP | 3,821 | $415.3K | 0.02% | −265−6.5% | Reduced |
| Clearstead Advisors, LLC | 3,840 | $417.4K | 0.01% | +20+0.5% | Added |
| Coppell Advisory Solutions LLC | 3,971 | $431.2K | 0.06% | +1,513+61.6% | Added |
| ProShare Advisors LLC | 3,985 | $433.2K | 0.00% | −326−7.6% | Reduced |
| Entropy Technologies, LP | 3,996 | $434.4K | 0.05% | −3,853−49.1% | Reduced |
| Toth Financial Advisory Corp | 4,020 | $437.0K | 0.05% | +3,700+1,156.3% | Added |
| Petra Financial Advisors Inc | 4,035 | $438.6K | 0.29% | +4,035 | New |
| Mesirow Financial Investment Management, Inc. | 4,052 | $440.3K | 0.01% | +21+0.5% | Added |
| Empowered Funds, LLC | 4,051 | $440.3K | 0.01% | +507+14.3% | Added |
| Quadrature Capital Ltd | 4,137 | $449.5K | 0.01% | +4,137 | New |
| Integrated Wealth Concepts LLC | 4,250 | $462.0K | 0.01% | −131−3.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,876 | $462.5K | 0.00% | +3,876 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 4,316 | $469.1K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 4,370 | $475.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 4,425 | $481.0K | 0.07% | −2,077−31.9% | Reduced |
| Knollwood Investment Advisory, LLC | 4,460 | $484.8K | 0.05% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,532 | $492.6K | 0.01% | +1,875+70.6% | Added |
| Toronto Dominion Bank | 4,544 | $493.9K | 0.00% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 4,549 | $494.5K | 0.09% | +4,549 | New |
| Centiva Capital, LP | 4,672 | $507.8K | 0.02% | +4,672 | New |
| Yorktown Management & Research Co Inc | 4,700 | $510.9K | 0.52% | +4,700 | New |
| MML Investors Services, LLC | 4,714 | $512.0K | 0.00% | +47+1.0% | Added |
| Utah Retirement Systems | 4,800 | $521.8K | 0.01% | 00.0% | Unchanged |
| Virtu Financial LLC | 4,871 | $529.0K | 0.03% | +4,871 | New |
| Adalta Capital Management LLC | 4,918 | $534.6K | 0.28% | +2,353+91.7% | Added |
| Concurrent Investment Advisors, LLC | 4,929 | $535.8K | 0.02% | +1,810+58.0% | Added |
| Advisor Resource Council | 4,944 | $537.4K | 0.24% | +4,944 | New |
| Connective Capital Management, LLC | 4,502 | $548.1K | 0.51% | +4,502 | New |
| Williams Jones Wealth Management, LLC. | 5,057 | $549.7K | 0.01% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 5,208 | $566.1K | 0.01% | −1,760−25.3% | Reduced |
| Sit Investment Associates Inc | 5,250 | $571.0K | 0.01% | +5,250 | New |
| Curbstone Financial Management Corp | 5,300 | $576.1K | 0.12% | −4,850−47.8% | Reduced |
| Crossmark Global Holdings, Inc. | 5,605 | $609.0K | 0.01% | +852+17.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 5,630 | $612.0K | 0.00% | −6,351−53.0% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 5,637 | $612.7K | 0.12% | +5,637 | New |
| Atria Investments LLC | 5,781 | $628.4K | 0.01% | −1,694−22.7% | Reduced |
| Chesapeake Capital Corp | 6,073 | $659.5K | 0.60% | +1,364+29.0% | Added |
| ISAM Funds (UK) Ltd | 6,067 | $659.5K | 0.37% | +6,067 | New |
| Allianz Asset Management GmbH | 6,074 | $660.2K | 0.00% | +805+15.3% | Added |
| Penn Mutual Asset Management, LLC | 6,250 | $679.4K | 1.35% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 6,358 | $691.1K | 0.04% | +466+7.9% | Added |
| Argent Trust Co | 6,396 | $695.2K | 0.03% | +3,466+118.3% | Added |
| Inceptionr LLC | 6,450 | $701.1K | 0.17% | +6,450 | New |
| Cambridge Investment Research Advisors, Inc. | 6,518 | $709.0K | 0.00% | +576+9.7% | Added |
| JustInvest LLC | 6,603 | $717.7K | 0.01% | +785+13.5% | Added |
| Advisors Asset Management, Inc. | 6,673 | $725.4K | 0.01% | +637+10.6% | Added |
| The PNC Financial Services Group, Inc. | 6,754 | $734.2K | 0.00% | +1,586+30.7% | Added |
| CIBC Private Wealth Group, LLC | 6,810 | $740.2K | 0.00% | +4,911+258.6% | Added |
| Moody Aldrich Partners LLC | 6,835 | $743.0K | 0.14% | −6−0.1% | Reduced |
| Beacon Pointe Advisors, LLC | 6,870 | $746.8K | 0.01% | −317−4.4% | Reduced |
| Creative Planning | 6,872 | $747.0K | 0.00% | −452−6.2% | Reduced |
| Fulton Bank, N.A. | 6,883 | $748.2K | 0.03% | −278−3.9% | Reduced |
| Point72 (DIFC) Ltd | 6,986 | $759.3K | 0.06% | +6,986 | New |
| Avantax Advisory Services, Inc. | 7,057 | $767.1K | 0.01% | −409−5.5% | Reduced |
| Mercer Global Advisors Inc | 6,892 | $769.6K | 0.00% | +6,892 | New |
| Securian Asset Management, Inc | 7,108 | $772.6K | 0.02% | −182−2.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 7,276 | $790.9K | 0.00% | +225+3.2% | Added |
| Merrion Investment Management Co, LLC | 7,460 | $810.9K | 0.54% | +15+0.2% | Added |
| NJ State Employees Deferred Compensation Plan | 7,500 | $815.3K | 0.10% | 00.0% | Unchanged |
| Teza Capital Management LLC | 7,601 | $826.2K | 0.09% | +4,396+137.2% | Added |
| Oppenheimer Asset Management Inc. | 7,619 | $828.2K | 0.01% | −680−8.2% | Reduced |
| Qsemble Capital Management, LP | 7,752 | $842.6K | 0.16% | +7,752 | New |
| Pathstone Holdings, LLC | 8,089 | $879.3K | 0.00% | −1,027−11.3% | Reduced |
| Advisor Group Holdings, Inc. | 8,441 | $917.9K | 0.00% | −920−9.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 8,511 | $925.1K | 0.01% | +8,511 | New |
| Legacy Wealth Asset Management, LLC | 8,558 | $930.3K | 0.25% | −13−0.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 8,913 | $968.8K | 0.05% | +1,529+20.7% | Added |
| Boothbay Fund Management, LLC | 9,098 | $989.0K | 0.03% | +9,098 | New |
| Klein Pavlis & Peasley Financial, Inc. | 9,203 | $1.00M | 0.80% | +72+0.8% | Added |
| US Bancorp | 9,282 | $1.01M | 0.00% | −1,814−16.3% | Reduced |
| Truist Financial Corp | 9,385 | $1.02M | 0.00% | +1,135+13.8% | Added |
| Fox Run Management, L.L.C. | 9,404 | $1.02M | 0.23% | +5,350+132.0% | Added |
| JT Stratford LLC | 9,466 | $1.03M | 0.18% | −161−1.7% | Reduced |
| Quest Partners LLC | 9,475 | $1.03M | 0.09% | +7,896+500.1% | Added |
| Dynamic Technology Lab Private Ltd | 9,495 | $1.03M | 0.11% | +9,495 | New |
| Public Employees Retirement Association of Colorado | 9,679 | $1.05M | 0.00% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 9,700 | $1.05M | 0.28% | 00.0% | Unchanged |
| Veracity Capital LLC | 9,824 | $1.07M | 0.41% | +3,156+47.3% | Added |
| Kore Advisors LP | 10,000 | $1.09M | 0.85% | 00.0% | Unchanged |
| Financial Sense Advisors, Inc. | 10,069 | $1.09M | 0.30% | +10,069 | New |
| Pecaut & Co. | 10,135 | $1.10M | 0.39% | 00.0% | Unchanged |
| TCFG Wealth Management, LLC | 10,150 | $1.10M | 0.55% | +10,150 | New |
| PFG Advisors | 10,360 | $1.13M | 0.07% | +31+0.3% | Added |
| International Assets Investment Management, LLC | 125,834 | $1.16M | 0.01% | +125,834 | New |
| Federated Hermes, Inc. | 10,847 | $1.18M | 0.00% | +1,528+16.4% | Added |
| ExodusPoint Capital Management, LP | 11,124 | $1.21M | 0.01% | −9,163−45.2% | Reduced |
| Cadinha & Co LLC | 11,303 | $1.23M | 0.21% | −112,282−90.9% | Reduced |
| Xponance, Inc. | 11,515 | $1.25M | 0.01% | −209−1.8% | Reduced |
| K.J. Harrison & Partners Inc | 10,000 | $1.27M | 0.19% | +10,000 | New |
| Canada Pension Plan Investment Board | 11,700 | $1.27M | 0.00% | +5,000+74.6% | Added |
| Polar Asset Management Partners Inc. | 11,800 | $1.28M | 0.03% | −40,900−77.6% | Reduced |
| Freemont Management S.A. | 11,800 | $1.28M | 0.67% | 00.0% | Unchanged |
| Rice Hall James & Associates, LLC | 12,012 | $1.31M | 0.07% | −291−2.4% | Reduced |
| Pictet Asset Management Holding SA | 12,054 | $1.31M | 0.00% | −261−2.1% | Reduced |
| Mariner, LLC | 12,424 | $1.35M | 0.00% | +472+3.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 12,435 | $1.35M | 0.00% | +472+3.9% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 12,672 | $1.38M | 0.09% | +24+0.2% | Added |
| Campbell & CO Investment Adviser LLC | 12,715 | $1.38M | 0.10% | +12,715 | New |