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 |
|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | 6,673 | $725.4K | 0.01% | +637+10.6% | Added |
| JustInvest LLC | 6,603 | $717.7K | 0.01% | +785+13.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 6,518 | $709.0K | 0.00% | +576+9.7% | Added |
| Inceptionr LLC | 6,450 | $701.1K | 0.17% | +6,450 | New |
| Argent Trust Co | 6,396 | $695.2K | 0.03% | +3,466+118.3% | Added |
| Venturi Wealth Management, LLC | 6,358 | $691.1K | 0.04% | +466+7.9% | Added |
| Penn Mutual Asset Management, LLC | 6,250 | $679.4K | 1.35% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 6,074 | $660.2K | 0.00% | +805+15.3% | Added |
| ISAM Funds (UK) Ltd | 6,067 | $659.5K | 0.37% | +6,067 | New |
| Chesapeake Capital Corp | 6,073 | $659.5K | 0.60% | +1,364+29.0% | Added |
| Atria Investments LLC | 5,781 | $628.4K | 0.01% | −1,694−22.7% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 5,637 | $612.7K | 0.12% | +5,637 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 5,630 | $612.0K | 0.00% | −6,351−53.0% | Reduced |
| Crossmark Global Holdings, Inc. | 5,605 | $609.0K | 0.01% | +852+17.9% | Added |
| Curbstone Financial Management Corp | 5,300 | $576.1K | 0.12% | −4,850−47.8% | Reduced |
| Sit Investment Associates Inc | 5,250 | $571.0K | 0.01% | +5,250 | New |
| Maryland State Retirement & Pension System | 5,208 | $566.1K | 0.01% | −1,760−25.3% | Reduced |
| Williams Jones Wealth Management, LLC. | 5,057 | $549.7K | 0.01% | 00.0% | Unchanged |
| Connective Capital Management, LLC | 4,502 | $548.1K | 0.51% | +4,502 | New |
| Advisor Resource Council | 4,944 | $537.4K | 0.24% | +4,944 | New |
| Concurrent Investment Advisors, LLC | 4,929 | $535.8K | 0.02% | +1,810+58.0% | Added |
| Adalta Capital Management LLC | 4,918 | $534.6K | 0.28% | +2,353+91.7% | Added |
| Virtu Financial LLC | 4,871 | $529.0K | 0.03% | +4,871 | New |
| Utah Retirement Systems | 4,800 | $521.8K | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 4,714 | $512.0K | 0.00% | +47+1.0% | Added |
| Yorktown Management & Research Co Inc | 4,700 | $510.9K | 0.52% | +4,700 | New |
| Centiva Capital, LP | 4,672 | $507.8K | 0.02% | +4,672 | New |
| Counterpoint Mutual Funds LLC | 4,549 | $494.5K | 0.09% | +4,549 | New |
| Toronto Dominion Bank | 4,544 | $493.9K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,532 | $492.6K | 0.01% | +1,875+70.6% | Added |
| Knollwood Investment Advisory, LLC | 4,460 | $484.8K | 0.05% | 00.0% | Unchanged |
| State of Wyoming | 4,425 | $481.0K | 0.07% | −2,077−31.9% | Reduced |
| Nisa Investment Advisors, LLC | 4,370 | $475.0K | 0.00% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 4,316 | $469.1K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 3,876 | $462.5K | 0.00% | +3,876 | New |
| Integrated Wealth Concepts LLC | 4,250 | $462.0K | 0.01% | −131−3.0% | Reduced |
| Quadrature Capital Ltd | 4,137 | $449.5K | 0.01% | +4,137 | New |
| Empowered Funds, LLC | 4,051 | $440.3K | 0.01% | +507+14.3% | Added |
| Mesirow Financial Investment Management, Inc. | 4,052 | $440.3K | 0.01% | +21+0.5% | Added |
| Petra Financial Advisors Inc | 4,035 | $438.6K | 0.29% | +4,035 | New |
| Toth Financial Advisory Corp | 4,020 | $437.0K | 0.05% | +3,700+1,156.3% | Added |
| Entropy Technologies, LP | 3,996 | $434.4K | 0.05% | −3,853−49.1% | Reduced |
| ProShare Advisors LLC | 3,985 | $433.2K | 0.00% | −326−7.6% | Reduced |
| Coppell Advisory Solutions LLC | 3,971 | $431.2K | 0.06% | +1,513+61.6% | Added |
| Clearstead Advisors, LLC | 3,840 | $417.4K | 0.01% | +20+0.5% | Added |
| Brevan Howard Capital Management LP | 3,821 | $415.3K | 0.02% | −265−6.5% | Reduced |
| Prospera Financial Services Inc | 3,818 | $415.0K | 0.01% | +1,710+81.1% | Added |
| Wetherby Asset Management Inc | 3,804 | $413.5K | 0.02% | +100+2.7% | Added |
| Pitcairn Co | 3,782 | $411.1K | 0.02% | −575−13.2% | Reduced |
| Bank of Nova Scotia | 3,768 | $409.6K | 0.00% | −240−6.0% | Reduced |
| First Manhattan Co | 3,740 | $406.5K | 0.00% | −70−1.8% | Reduced |
| Dark Forest Capital Management LP | 3,676 | $399.6K | 0.05% | +3,676 | New |
| Iams Wealth Management, LLC | 3,671 | $399.0K | 0.20% | +3,671 | New |
| First Hawaiian Bank | 3,654 | $397.2K | 0.01% | −1,615−30.7% | Reduced |
| Shelton Capital Management | 3,614 | $392.8K | 0.01% | −114−3.1% | Reduced |
| Valeo Financial Advisors, LLC | 3,539 | $384.7K | 0.01% | +145+4.3% | Added |
| Pettyjohn, Wood & White, Inc | 3,512 | $381.8K | 0.07% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 3,503 | $380.8K | 0.04% | +3,503 | New |
| Brookmont Capital Management | 3,494 | $379.8K | 0.20% | +218+6.7% | Added |
| Kestra Private Wealth Services, LLC | 3,429 | $372.7K | 0.01% | +749+27.9% | Added |
| Fulcrum Equity Management | 3,337 | $362.7K | 0.31% | +127+4.0% | Added |
| Park Avenue Securities LLC | 3,312 | $360.0K | 0.00% | −858−20.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 3,309 | $359.7K | 0.02% | +3,309 | New |
| IFP Advisors, Inc | 3,256 | $354.0K | 0.01% | −270−7.7% | Reduced |
| Personal Cfo Solutions, LLC | 3,196 | $347.4K | 0.05% | −34−1.1% | Reduced |
| Group One Trading, L.P. | 3,170 | $344.6K | 0.01% | +2,694+566.0% | Added |
| Martingale Asset Management L P | 3,141 | $341.4K | 0.01% | 00.0% | Unchanged |
| Jump Financial, LLC | 3,138 | $341.1K | 0.01% | −926−22.8% | Reduced |
| Daymark Wealth Partners, LLC | 3,134 | $340.6K | 0.01% | +3,134 | New |
| Keybank National Association | 3,115 | $338.6K | 0.00% | +469+17.7% | Added |
| Sterling Capital Management LLC | 3,105 | $337.5K | 0.00% | +3,105 | New |
| Landscape Capital Management, L.L.C. | 3,082 | $335.0K | 0.03% | +3,082 | New |
| Petrus Trust Company, LTA | 3,023 | $328.6K | 0.03% | +3,023 | New |
| 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 |
| Fifth Third Bancorp | 2,976 | $323.5K | 0.00% | +67+2.3% | Added |
| Wexford Capital LP | 2,942 | $319.8K | 0.08% | +158+5.7% | Added |
| Fundamentun, LLC | 2,786 | $302.9K | 0.02% | +6+0.2% | Added |
| Brown Brothers Harriman & Co | 2,706 | $294.1K | 0.00% | +29+1.1% | Added |
| MAI Capital Management | 2,702 | $293.8K | 0.00% | −177−6.1% | Reduced |
| Versor Investments LP | 2,700 | $293.5K | 0.05% | −700−20.6% | Reduced |
| Horizon Kinetics Asset Management LLC | 2,690 | $292.4K | 0.00% | −66−2.4% | Reduced |
| CIBC Asset Management Inc | 2,667 | $289.9K | 0.00% | +87+3.4% | Added |
| Profund Advisors LLC | 2,636 | $286.5K | 0.01% | −14−0.5% | Reduced |
| CWM, LLC | 2,605 | $283.0K | 0.00% | +1,252+92.5% | Added |
| Moneywise, Inc. | 2,586 | $281.1K | 0.14% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 2,565 | $281.0K | 0.01% | +431+20.2% | Added |
| Headlands Technologies LLC | 2,581 | $280.6K | 0.03% | +2,533+5,277.1% | Added |
| KBC Group NV | 2,526 | $275.0K | 0.00% | +249+10.9% | Added |
| Stamos Capital Partners, L.P. | 2,520 | $273.9K | 0.06% | −6,050−70.6% | Reduced |
| Brown Miller Wealth Management, LLC | 2,516 | $273.5K | 0.11% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 2,441 | $272.5K | 0.00% | +2,441 | New |
| Indie Asset Partners, LLC | 2,491 | $270.8K | 0.20% | −96−3.7% | Reduced |
| Aigen Investment Management, LP | 2,481 | $269.7K | 0.05% | +2,481 | New |
| Beacon Financial Advisory LLC | 2,469 | $268.4K | 0.09% | +60+2.5% | Added |
| Hancock Whitney Corp | 2,434 | $264.6K | 0.01% | +133+5.8% | 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 |
| Raymond James Trust N.A. | 2,369 | $257.5K | 0.01% | +18+0.8% | Added |
| ClearAlpha Technologies LP | 2,343 | $254.7K | 0.11% | +2,343 | New |