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 |
|---|---|---|---|---|---|
| Meiji Yasuda Asset Management Co Ltd. | 2,249 | $244.5K | 0.01% | −54−2.3% | Reduced |
| Hilltop Holdings Inc. | 2,237 | $243.1K | 0.02% | +2,237 | New |
| Sunbelt Securities, Inc. | 2,212 | $240.5K | 0.02% | +422+23.6% | Added |
| QRG Capital Management, Inc. | 2,211 | $240.3K | 0.00% | +2,211 | New |
| Envestnet Portfolio Solutions, Inc. | 2,207 | $239.9K | 0.00% | +2,207 | New |
| Shay Capital LLC | 2,188 | $237.8K | 0.07% | +2,188 | New |
| SG Americas Securities, LLC | 2,172 | $236.0K | 0.00% | −36,437−94.4% | Reduced |
| Commerce Bank | 2,163 | $235.1K | 0.00% | +2,163 | New |
| NBC Securities, Inc. | 2,165 | $235.0K | 0.02% | −708−24.6% | Reduced |
| AlphaStar Capital Management, LLC | 2,153 | $234.0K | 0.02% | −534−19.9% | Reduced |
| Congress Wealth Management LLC | 2,124 | $230.9K | 0.00% | +2,124 | New |
| Benjamin Edwards Inc | 2,123 | $230.8K | 0.00% | +1,067+101.0% | Added |
| Bryn Mawr Trust Co | 2,119 | $230.3K | 0.00% | +2,119 | New |
| True Wealth Design, LLC | 2,115 | $229.9K | 0.09% | +15+0.7% | Added |
| Heritage Investors Management Corp | 2,104 | $229.0K | 0.01% | +2,104 | New |
| Gryphon Financial Partners LLC | 2,094 | $227.6K | 0.03% | −525−20.0% | Reduced |
| Kestra Advisory Services, LLC | 2,079 | $225.9K | 0.00% | +2,079 | New |
| Gateway Investment Advisers LLC | 2,033 | $221.0K | 0.00% | +2,033 | New |
| Wiley Bros.-Aintree Capital, LLC | 2,025 | $220.1K | 0.00% | +2,025 | New |
| Equitable Holdings, Inc. | 2,015 | $219.0K | 0.00% | +2,015 | New |
| Aaron Wealth Advisors | 2,003 | $217.7K | 0.03% | +2,003 | New |
| Nkcfo LLC | 2,000 | $217.0K | 0.10% | +2,000 | New |
| Shell Asset Management Co | 1,931 | $210.0K | 0.01% | +1,931 | New |
| HSBC Holdings PLC | 1,884 | $205.9K | 0.00% | −3,131−62.4% | Reduced |
| Vestcor Inc | 1,640 | $178.0K | 0.01% | −7,809−82.6% | Reduced |
| Ci Investments Inc. | 1,578 | $172.0K | 0.00% | +145+10.1% | Added |
| Centaurus Financial, Inc. | 1,510 | $164.0K | 0.01% | +13+0.9% | Added |
| Huntington National Bank | 1,446 | $157.2K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,377 | $149.5K | 0.00% | +210+18.0% | Added |
| First Horizon Advisors, Inc. | 1,327 | $144.3K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,288 | $140.0K | 0.00% | +39+3.1% | Added |
| Versant Capital Management, Inc | 1,168 | $126.9K | 0.03% | +678+138.4% | Added |
| J.Safra Asset Management Corp | 1,134 | $123.1K | 0.01% | +258+29.5% | Added |
| Allspring Global Investments Holdings, LLC | 1,120 | $121.7K | 0.00% | −843−42.9% | Reduced |
| Geneos Wealth Management Inc. | 1,109 | $120.5K | 0.00% | +209+23.2% | Added |
| Oakworth Capital, Inc. | 1,005 | $109.2K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 956 | $103.9K | 0.01% | +527+122.8% | Added |
| Millburn Ridgefield Corp | 875 | $95.1K | 0.00% | +411+88.6% | Added |
| Morse Asset Management, Inc | 850 | $92.4K | 0.02% | +850 | New |
| SRS Capital Advisors, Inc. | 817 | $88.8K | 0.01% | +170+26.3% | Added |
| GWM Advisors LLC | 807 | $87.7K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 742 | $80.7K | 0.02% | +742 | New |
| Ronald Blue Trust, Inc. | 813 | $77.2K | 0.00% | +367+82.3% | Added |
| AdvisorNet Financial, Inc | 675 | $73.4K | 0.01% | +355+110.9% | Added |
| TD Waterhouse Canada Inc. | 650 | $72.6K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 609 | $66.2K | 0.01% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 600 | $65.2K | 0.01% | +600 | New |
| Riverview Trust Co | 550 | $59.8K | 0.05% | 00.0% | Unchanged |
| Clear Street Markets LLC | 500 | $54.0K | 0.03% | +500 | New |
| Uncommon Cents Investing LLC | 495 | $53.8K | 0.02% | +495 | New |
| Northwestern Mutual Wealth Management Co | 449 | $48.8K | 0.00% | +362+416.1% | Added |
| Sound Income Strategies, LLC | 447 | $48.6K | 0.00% | +61+15.8% | Added |
| LGT Financial Advisors LLC | 432 | $47.0K | 0.12% | −269−38.4% | Reduced |
| Catalyst Capital Advisors LLC | 375 | $40.8K | 0.00% | −89−19.2% | Reduced |
| Quadrant Capital Group LLC | 359 | $39.0K | 0.00% | +9+2.6% | Added |
| Key Financial Inc | 356 | $38.7K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 350 | $38.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 336 | $36.5K | 0.00% | −26−7.2% | Reduced |
| Centerpoint Advisors, LLC | 317 | $34.0K | 0.01% | +162+104.5% | Added |
| Salomon & Ludwin, LLC | 311 | $33.8K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 289 | $31.4K | 0.00% | +289 | New |
| Harbour Investments, Inc. | 286 | $31.1K | 0.00% | +234+450.0% | Added |
| CoreCap Advisors, LLC | 274 | $29.8K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 271 | $29.5K | 0.01% | +131+93.6% | Added |
| Umb Bank N A | 257 | $27.9K | 0.00% | +226+729.0% | Added |
| Quent Capital, LLC | 255 | $27.7K | 0.00% | +152+147.6% | Added |
| South State Corp. | 250 | $27.2K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 250 | $27.2K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 235 | $26.0K | 0.02% | −8−3.3% | Reduced |
| Lindbrook Capital, LLC | 236 | $25.7K | 0.00% | −7−2.9% | Reduced |
| Rise Advisors, LLC | 236 | $25.6K | 0.01% | +1+0.4% | Added |
| Stone House Investment Management, LLC | 229 | $24.9K | 0.01% | +99+76.2% | Added |
| Principal Securities, Inc. | 225 | $24.5K | 0.00% | +52+30.1% | Added |
| Parkside Financial Bank & Trust | 221 | $24.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 222 | $24.0K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 220 | $23.9K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 217 | $23.6K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 208 | $22.6K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 205 | $22.3K | 0.01% | +154+302.0% | Added |
| Leonteq Securities AG | 204 | $22.2K | 0.00% | −352−63.3% | Reduced |
| Contravisory Investment Management, Inc. | 203 | $22.1K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 200 | $21.7K | 0.00% | +200 | New |
| CBIZ Investment Advisory Services, LLC | 195 | $21.3K | 0.00% | +11+6.0% | Added |
| Smartleaf Asset Management LLC | 188 | $20.4K | 0.00% | +158+526.7% | Added |
| Federation des caisses Desjardins du Quebec | 178 | $19.3K | 0.00% | +42+30.9% | Added |
| Washington Trust Advisors, Inc. | 171 | $18.6K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 165 | $18.0K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 161 | $17.5K | 0.00% | +152+1,688.9% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 157 | $17.1K | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 150 | $16.3K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 150 | $16.3K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 145 | $15.8K | 0.00% | +11+8.2% | Added |
| Colonial Trust Co | 142 | $15.4K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 141 | $15.3K | 0.00% | −3−2.1% | Reduced |
| Atwood & Palmer Inc | 115 | $12.5K | 0.00% | +115 | New |
| Gen-Wealth Partners Inc | 100 | $12.5K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 110 | $12.0K | 0.00% | +1+0.9% | Added |
| Valued Wealth Advisors LLC | 101 | $11.0K | 0.01% | −1−1.0% | Reduced |
| Wolff Wiese Magana LLC | 101 | $11.0K | 0.01% | +101 | New |
| West Paces Advisors Inc. | 100 | $10.9K | 0.00% | 00.0% | Unchanged |