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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, Q4 2024

Institutional positions in BWX Technologies, Inc. as of Dec 31, 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
596
+54 vs. Q3 2024
Shares held
88.3M
+5.62M (+6.8%) vs. Q3 2024
Total value
$9.34B
+$327.1M (+3.6%) vs. Q3 2024
New holders
110
220 more added
Sold out
56
177 more reduced

6 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2024: 596 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 heldQ4 2024: $9.34B
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, Q4 2024

Shares, value and share of portfolio for each institution holding BWX Technologies, Inc.; share changes are against Q3 2024.

Institutions holding BWXT in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Financial Management Professionals, Inc.1$1110.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC2$2220.00%+2New
Principia Wealth Advisory, LLC2$2230.00%+2New
WealthTrak Capital Management LLC2$2230.00%+2New
Private Trust Co NA3$3340.00%00.0%Unchanged
Manchester Capital Management LLC3$3350.00%00.0%Unchanged
Global Financial Private Client, LLC4$4460.00%+4New
Larson Financial Group LLC5$5570.00%+5New
MPWM Advisory Solutions, LLC7$7800.00%+7New
Caitlin John, LLC8$8940.00%00.0%Unchanged
Van Hulzen Asset Management, LLC10$1.11K0.00%+10New
Riggs Asset Managment Co. Inc.11$1.23K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC12$1.34K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC12$1.34K0.00%00.0%Unchanged
Horizon Investments, LLC13$1.45K0.00%00.0%Unchanged
SJS Investment Consulting Inc.15$1.67K0.00%00.0%Unchanged
Financial Gravity Companies, Inc.22$2.45K0.00%00.0%Unchanged
Mather Group, LLC.25$2.79K0.00%+1+4.2%Added
Rothschild Investment LLC25$2.79K0.00%+25New
Park Place Capital Corp28$3.12K0.00%00.0%Unchanged
Colonial Trust Advisors30$3.34K0.00%−20−40.0%Reduced
TD Private Client Wealth LLC30$3.34K0.00%+3+11.1%Added
High Note Wealth, LLC31$3.41K0.00%+31New
Farmers & Merchants Investments Inc35$3.90K0.00%00.0%Unchanged
Hemington Wealth Management40$4.00K0.00%+16+66.7%Added
EverSource Wealth Advisors, LLC36$4.02K0.00%+15+71.4%Added
Putney Financial Group LLC40$4.46K0.00%+40New
Rosenberg Matthew Hamilton50$5.57K0.00%00.0%Unchanged
Park Square Financial Group, LLC50$5.57K0.00%+50New
Aventura Private Wealth, LLC50$5.57K0.00%+50New
Fortitude Family Office, LLC51$5.68K0.00%00.0%Unchanged
Tucker Asset Management LLC51$5.68K0.00%+10+24.4%Added
Trust Co of Vermont58$6.46K0.00%00.0%Unchanged
NewSquare Capital LLC58$6.46K0.00%+3+5.5%Added
Whittier Trust Co of Nevada Inc60$6.68K0.00%00.0%Unchanged
Hager Investment Management Services, LLC60$6.68K0.00%+60New
Skopos Labs, Inc.60$6.68K0.00%+40+200.0%Added
Centricity Wealth Management, LLC61$6.79K0.01%+61New
Carolina Wealth Advisors, LLC62$6.91K0.00%00.0%Unchanged
Runnymede Capital Advisors, Inc.62$6.91K0.01%+62New
Whipplewood Advisors, LLC63$7.02K0.00%+63New
Bellevue Asset Management, LLC65$7.24K0.00%00.0%Unchanged
Sachetta, LLC66$7.35K0.00%00.0%Unchanged
Continuum Advisory, LLC68$7.58K0.00%00.0%Unchanged
Bogart Wealth, LLC71$7.92K0.00%00.0%Unchanged
Kohmann Bosshard Financial Services, LLC73$8.12K0.00%+73New
CVA Family Office, LLC75$8.35K0.00%00.0%Unchanged
Creekmur Asset Management LLC75$8.35K0.00%00.0%Unchanged
Bell Investment Advisors, Inc75$8.36K0.00%00.0%Unchanged
Cornerstone Planning Group LLC76$8.46K0.00%00.0%Unchanged
AllSquare Wealth Management LLC76$8.47K0.00%00.0%Unchanged
St Germain D J Co Inc77$8.58K0.00%00.0%Unchanged
Criterion Capital Advisors, LLC110$10.4K0.01%00.0%Unchanged
TCTC Holdings, LLC94$10.5K0.00%+94New
Operose Advisors LLC97$10.8K0.00%+97New
Security National Bank100$11.1K0.00%−50−33.3%Reduced
Gen-Wealth Partners Inc100$11.1K0.00%00.0%Unchanged
West Paces Advisors Inc.100$11.1K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC100$11.1K0.00%+100New
Wolff Wiese Magana LLC101$11.3K0.01%00.0%Unchanged
Valued Wealth Advisors LLC101$11.3K0.01%00.0%Unchanged
Allworth Financial LP93$11.9K0.00%+76+447.1%Added
JFS Wealth Advisors, LLC110$12.3K0.00%00.0%Unchanged
Atwood & Palmer Inc115$12.8K0.00%00.0%Unchanged
Massmutual Trust Co FSB118$13.1K0.00%+57+93.4%Added
National Bank of Canada119$13.3K0.00%+119New
Fedenia Advisers LLC132$14.7K0.01%+132New
Covestor Ltd130$15.0K0.01%−105−44.7%Reduced
Global Retirement Partners, LLC140$15.6K0.00%−1−0.7%Reduced
Colonial Trust Co142$15.8K0.00%00.0%Unchanged
Peregrine Capital Management LLC150$16.7K0.00%00.0%Unchanged
Point72 Asia (Singapore) Pte. Ltd.156$17.4K0.00%−5,481−97.2%Reduced
Thurston, Springer, Miller, Herd & Titak, Inc.157$17.5K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.161$17.9K0.00%00.0%Unchanged
Smithfield Trust Co165$18.0K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.171$19.0K0.00%00.0%Unchanged
WPG Advisers, LLC179$19.9K0.02%+179New
Central Trust Co181$20.2K0.00%+145+402.8%Added
Contravisory Investment Management, Inc.203$22.6K0.00%00.0%Unchanged
Hollencrest Capital Management208$23.2K0.00%00.0%Unchanged
Parkside Financial Bank & Trust209$23.3K0.00%−12−5.4%Reduced
GeoWealth Management, LLC214$23.8K0.00%+201+1,546.2%Added
Hazlett, Burt & Watson, Inc.215$24.0K0.01%+190+760.0%Added
PFS Partners, LLC217$24.2K0.01%00.0%Unchanged
Farther Finance Advisors, LLC219$24.4K0.00%+74+51.0%Added
Ransom Advisory, Ltd220$24.5K0.01%00.0%Unchanged
Capital Advisors, Ltd. LLC222$25.0K0.00%00.0%Unchanged
Smartleaf Asset Management LLC230$25.8K0.00%+42+22.3%Added
Lindbrook Capital, LLC236$26.3K0.00%00.0%Unchanged
Rise Advisors, LLC236$26.3K0.01%00.0%Unchanged
Catalyst Capital Advisors LLC240$26.7K0.00%−135−36.0%Reduced
Leonteq Securities AG241$26.8K0.00%+37+18.1%Added
South State Corp.250$27.8K0.00%00.0%Unchanged
Rakuten Securities, Inc.252$28.1K0.01%+47+22.9%Added
Quent Capital, LLC255$28.4K0.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec258$28.7K0.00%+80+44.9%Added
Retirement Wealth Solutions LLC263$30.2K0.03%+263New
CBIZ Investment Advisory Services, LLC271$30.2K0.00%+76+39.0%Added
HHM Wealth Advisors, LLC290$32.3K0.00%+90+45.0%Added
Harbour Investments, Inc.301$33.5K0.00%+15+5.2%Added