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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.

Institutional holdersQ3 2024: 548 institutions
Q1 2021: 277 institutionsQ2 2021: 286 institutionsQ3 2021: 270 institutionsQ4 2021: 280 institutionsQ1 2022: 292 institutionsQ2 2022: 291 institutionsQ3 2022: 311 institutionsQ4 2022: 348 institutionsQ1 2023: 346 institutionsQ2 2023: 375 institutionsQ3 2023: 389 institutionsQ4 2023: 428 institutionsQ1 2024: 479 institutionsQ2 2024: 496 institutionsQ3 2024: 548 institutionsQ4 2024: 596 institutionsQ1 2025: 606 institutionsQ2 2025: 651 institutionsQ3 2025: 704 institutionsQ4 2025: 761 institutionsQ1 2026: 831 institutionsQ2 2026: 856 institutions
Value heldQ3 2024: $9.08B
Q1 2021: $6.10BQ2 2021: $5.30BQ3 2021: $4.84BQ4 2021: $4.25BQ1 2022: $4.80BQ2 2022: $4.99BQ3 2022: $4.57BQ4 2022: $5.16BQ1 2023: $5.59BQ2 2023: $6.62BQ3 2023: $6.70BQ4 2023: $6.64BQ1 2024: $8.65BQ2 2024: $8.03BQ3 2024: $9.08BQ4 2024: $9.34BQ1 2025: $8.25BQ2 2025: $12.6BQ3 2025: $15.8BQ4 2025: $14.6BQ1 2026: $17.4BQ2 2026: $16.5B
Institutions holding BWXT and their total value by quarter
QuarterHoldersValue
Q2 2026856$16.5B
Q1 2026831$17.4B
Q4 2025761$14.6B
Q3 2025704$15.8B
Q2 2025651$12.6B
Q1 2025606$8.25B
Q4 2024596$9.34B
Q3 2024548$9.08B
Q2 2024496$8.03B
Q1 2024479$8.65B
Q4 2023428$6.64B
Q3 2023389$6.70B
Q2 2023375$6.62B
Q1 2023346$5.59B
Q4 2022348$5.16B
Q3 2022311$4.57B
Q2 2022291$4.99B
Q1 2022292$4.80B
Q4 2021280$4.25B
Q3 2021270$4.84B
Q2 2021286$5.30B
Q1 2021277$6.10B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding BWX Technologies, Inc.; share changes are against Q2 2024.

Institutions holding BWXT in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Northwest Investment Counselors, LLC100$10.9K0.00%+100New
Criterion Capital Advisors, LLC110$10.4K0.01%00.0%Unchanged
Cornerstone Planning Group LLC76$9.51K0.00%00.0%Unchanged
Continuum Advisory, LLC68$8.72K0.00%+19+38.8%Added
St Germain D J Co Inc77$8.37K0.00%−100−56.5%Reduced
AllSquare Wealth Management LLC76$8.26K0.00%00.0%Unchanged
Creekmur Asset Management LLC75$8.15K0.00%−60−44.4%Reduced
CVA Family Office, LLC75$8.15K0.00%00.0%Unchanged
Bell Investment Advisors, Inc75$8.15K0.00%00.0%Unchanged
Neo Ivy Capital Management80$8.00K0.00%−5,096−98.5%Reduced
Bogart Wealth, LLC71$7.72K0.00%+4+6.0%Added
Sachetta, LLC66$7.17K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC65$7.07K0.00%00.0%Unchanged
Bellevue Asset Management, LLC65$7.07K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC62$6.74K0.00%00.0%Unchanged
Massmutual Trust Co FSB61$6.63K0.00%−67−52.3%Reduced
Whittier Trust Co of Nevada Inc60$6.52K0.00%00.0%Unchanged
Trust Co of Vermont58$6.30K0.00%+58New
NewSquare Capital LLC55$5.98K0.00%−25−31.3%Reduced
Fortitude Family Office, LLC51$5.54K0.00%00.0%Unchanged
Colonial Trust Advisors50$5.45K0.00%00.0%Unchanged
Rosenberg Matthew Hamilton50$5.43K0.00%00.0%Unchanged
Tucker Asset Management LLC41$4.46K0.00%00.0%Unchanged
Central Trust Co36$3.91K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc35$3.81K0.00%00.0%Unchanged
Park Place Capital Corp28$3.04K0.00%00.0%Unchanged
Hazlett, Burt & Watson, Inc.25$3.00K0.00%+25New
TD Private Client Wealth LLC27$2.94K0.00%+27New
Mather Group, LLC.24$2.61K0.00%−4−14.3%Reduced
Financial Gravity Companies, Inc.22$2.39K0.00%+22New
EverSource Wealth Advisors, LLC21$2.29K0.00%+2+10.5%Added
Skopos Labs, Inc.20$2.17K0.00%+20New
Hemington Wealth Management24$2.00K0.00%+24New
Allworth Financial LP17$1.85K0.00%−11−39.3%Reduced
SJS Investment Consulting Inc.15$1.63K0.00%00.0%Unchanged
GeoWealth Management, LLC13$1.41K0.00%+13New
Horizon Investments, LLC13$1.41K0.00%+13New
Laurel Wealth Advisors LLC12$1.30K0.00%+12New
Bruce G. Allen Investments, LLC12$1.30K0.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.11$1.20K0.00%00.0%Unchanged
Capital Performance Advisors LLP11$1.20K0.00%+11New
Caitlin John, LLC8$1.06K0.00%−12,698−99.9%Reduced
Sawyer & Company, Inc6$1.00K0.00%00.0%Unchanged
SWAN Capital LLC7$7630.00%+7New
Manchester Capital Management LLC3$3270.00%00.0%Unchanged
Private Trust Co NA3$3260.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC2$2190.00%00.0%Unchanged
Financial Management Professionals, Inc.1$00.00%+1New
Cardinal Capital Management LLC0$00.00%−173,647−100.0%Sold out
Macquarie Group Ltd0$00.00%−67,811−100.0%Sold out
Davidson Kempner Capital Management LP0$00.00%−56,081−100.0%Sold out
Los Angeles Capital Management LLC0$00.00%−26,784−100.0%Sold out
Eagle Asset Management Inc0$00.00%−13,749−100.0%Sold out
PEAK6 Investments LLC0$00.00%−10,767−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−8,333−100.0%Sold out
Wellington Shields Capital Management, LLC0$00.00%−5,575−100.0%Sold out
Sherbrooke Park Advisers LLC0$00.00%−5,470−100.0%Sold out
Paloma Partners Management Co0$00.00%−5,009−100.0%Sold out
AdvisorShares Investments LLC0$00.00%−4,962−100.0%Sold out
Winton Group Ltd0$00.00%−4,308−100.0%Sold out
Custom Index Systems, LLC0$00.00%−4,274−100.0%Sold out
nVerses Capital, LLC0$00.00%−3,900−100.0%Sold out
CIBC World Markets Inc.0$00.00%−3,214−100.0%Sold out
Keebeck Alpha, LP0$00.00%−3,079−100.0%Sold out
Caption Management, LLC0$00.00%−2,925−100.0%Sold out
Diametric Capital, LP0$00.00%−2,804−100.0%Sold out
Ingalls & Snyder LLC0$00.00%−2,175−100.0%Sold out
Spectrum Wealth Counsel, LLC0$00.00%−546−100.0%Sold out
Ashton Thomas Private Wealth, LLC0$00.00%−476−100.0%Sold out
Householder Group Estate & Retirement Specialist, LLC0$00.00%−397−100.0%Sold out
National Bank of Canada0$00.00%−210−100.0%Sold out
Innealta Capital, LLC0$00.00%−144−100.0%Sold out
LRI Investments, LLC0$00.00%−66−100.0%Sold out
Kelly Financial Services LLC0$00.00%−51−100.0%Sold out
Redwood Wealth Management Group, LLC0$00.00%−44−100.0%Sold out
Laffer Tengler Investments0$00.00%−35−100.0%Sold out
Opal Wealth Advisors, LLC0$00.00%−33−100.0%Sold out
ZRC Wealth Management, LLC0$00.00%−31−100.0%Sold out
Wetzel Investment Advisors, Inc.0$00.00%−25−100.0%Sold out
Cullen/Frost Bankers, Inc.0$00.00%−16−100.0%Sold out
JNBA Financial Advisors0$00.00%−12−100.0%Sold out
Lynx Investment Advisory0$00.00%−6−100.0%Sold out
Nelson, Van Denburg & Campbell Wealth Management Group, LLC0$00.00%−1−100.0%Sold out
BlackRock Inc.––––Not filed
Susquehanna Fundamental Investments, LLC––––Not filed
McKinley Capital Management LLC /Delaware––––Not filed
Permanent Capital Management, LP––––Not filed
Arden Trust Co––––Not filed
Benjamin F. Edwards & Company, Inc.––––Not filed
JJJ Advisors Inc.––––Not filed