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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding BWX Technologies, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ameriflex Group, Inc. | 300 | $33.9K | 0.02% | +300 | New |
| Salomon & Ludwin, LLC | 311 | $34.6K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 317 | $35.0K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 316 | $35.2K | 0.00% | +91+40.4% | Added |
| Nomura Asset Management Co Ltd | 350 | $39.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 310 | $39.8K | 0.00% | −26−7.7% | Reduced |
| Demars Financial Group, LLC | 4,482,439 | $40.2K | 1.30% | +4,434,799+9,309.0% | Added |
| Vermillion Wealth Management, Inc. | 362 | $40.4K | 0.02% | +362 | New |
| Key Financial Inc | 396 | $44.1K | 0.01% | +40+11.2% | Added |
| Aster Capital Management (DIFC) Ltd | 399 | $44.4K | 0.02% | −343−46.2% | Reduced |
| V-Square Quantitative Management LLC | 406 | $45.2K | 0.01% | +117+40.5% | Added |
| Acadian Asset Management LLC | 437 | $48.0K | 0.00% | +437 | New |
| LGT Financial Advisors LLC | 433 | $48.2K | 0.11% | +1+0.2% | Added |
| Quadrant Capital Group LLC | 435 | $48.5K | 0.00% | +76+21.2% | Added |
| Sound Income Strategies, LLC | 447 | $49.8K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 507 | $56.5K | 0.00% | +250+97.3% | Added |
| SBI Securities Co., Ltd. | 521 | $58.0K | 0.00% | +521 | New |
| Bayforest Capital Ltd | 523 | $58.3K | 0.07% | +523 | New |
| Ronald Blue Trust, Inc. | 544 | $60.6K | 0.00% | −269−33.1% | Reduced |
| Riverview Trust Co | 550 | $61.3K | 0.06% | 00.0% | Unchanged |
| Militia Capital Partners, LP | 600 | $66.8K | 0.03% | +600 | New |
| Fortis Group Advisors, LLC | 609 | $67.8K | 0.01% | 00.0% | Unchanged |
| R Squared Ltd | 610 | $67.9K | 0.07% | +610 | New |
| Altshuler Shaham Ltd | 626 | $69.7K | 0.00% | +626 | New |
| TD Waterhouse Canada Inc. | 650 | $72.3K | 0.00% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 685 | $76.3K | 0.10% | +685 | New |
| Caitong International Asset Management Co., Ltd | 773 | $86.1K | 0.08% | +773 | New |
| AdvisorNet Financial, Inc | 779 | $86.8K | 0.01% | +104+15.4% | Added |
| Amundi | 763 | $87.4K | 0.00% | +763 | New |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 856 | $95.3K | 0.06% | +856 | New |
| SRS Capital Advisors, Inc. | 858 | $95.6K | 0.01% | +41+5.0% | Added |
| GWM Advisors LLC | 859 | $95.7K | 0.00% | +52+6.4% | Added |
| CoreCap Advisors, LLC | 877 | $97.7K | 0.00% | +603+220.1% | Added |
| Headlands Technologies LLC | 885 | $98.6K | 0.01% | −1,696−65.7% | Reduced |
| Icon Wealth Advisors, LLC | 903 | $100.6K | 0.01% | +903 | New |
| Clio Asset Management LLC | 1,000 | $111.4K | 0.08% | +1,000 | New |
| Oakworth Capital, Inc. | 1,005 | $111.9K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,041 | $116.0K | 0.01% | +1,041 | New |
| Stonebridge Financial Group, LLC | 1,117 | $124.4K | 0.01% | +1,117 | New |
| Geneos Wealth Management Inc. | 1,135 | $126.4K | 0.00% | +26+2.3% | Added |
| First Horizon Advisors, Inc. | 1,165 | $129.8K | 0.00% | −162−12.2% | Reduced |
| Versant Capital Management, Inc | 1,225 | $136.4K | 0.03% | +57+4.9% | Added |
| Northwestern Mutual Wealth Management Co | 1,498 | $166.9K | 0.00% | +1,049+233.6% | Added |
| 10Elms LLP | 1,506 | $167.8K | 0.17% | +1,506 | New |
| Parallel Advisors, LLC | 1,525 | $169.9K | 0.00% | +237+18.4% | Added |
| GAMMA Investing LLC | 1,646 | $183.3K | 0.02% | +690+72.2% | Added |
| Huntington National Bank | 1,647 | $183.5K | 0.00% | +201+13.9% | Added |
| SG Americas Securities, LLC | 1,785 | $199.0K | 0.00% | −387−17.8% | Reduced |
| Bryn Mawr Trust Co | 1,800 | $200.5K | 0.00% | −319−15.1% | Reduced |
| Thompson Davis & Co., Inc. | 1,801 | $200.6K | 0.13% | +1,801 | New |
| Spears Abacus Advisors LLC | 1,808 | $201.4K | 0.00% | +1,808 | New |
| Jones Financial Companies LLLP | 1,825 | $203.3K | 0.00% | +448+32.5% | Added |
| Centaurus Financial, Inc. | 1,840 | $205.0K | 0.01% | +330+21.9% | Added |
| Ballentine Partners, LLC | 1,872 | $208.5K | 0.00% | +1,872 | New |
| Diversified Trust Co | 1,882 | $209.6K | 0.01% | +1,882 | New |
| AlphaStar Capital Management, LLC | 1,912 | $213.0K | 0.02% | −241−11.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 1,914 | $213.2K | 0.00% | −6,597−77.5% | Reduced |
| Entropy Technologies, LP | 1,929 | $214.9K | 0.02% | −2,067−51.7% | Reduced |
| HRT Financial LP | 1,931 | $215.0K | 0.00% | −38,309−95.2% | Reduced |
| Shell Asset Management Co | 1,931 | $215.0K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,899 | $217.5K | 0.00% | −4,911−72.1% | Reduced |
| Quarry LP | 1,953 | $217.5K | 0.04% | +1,682+620.7% | Added |
| Lincoln Capital LLC | 1,953 | $217.6K | 0.05% | +1,953 | New |
| Kera Capital Partners, Inc. | 2,013 | $224.2K | 0.06% | +2,013 | New |
| Gateway Investment Advisers LLC | 2,033 | $226.5K | 0.00% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 2,051 | $228.5K | 0.03% | +48+2.4% | Added |
| Heritage Investors Management Corp | 2,104 | $234.0K | 0.01% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 2,101 | $234.0K | 0.01% | −1,720−45.0% | Reduced |
| True Wealth Design, LLC | 2,115 | $235.6K | 0.09% | 00.0% | Unchanged |
| Sciencast Management LP | 2,138 | $238.2K | 0.07% | +2,138 | New |
| Hilltop Holdings Inc. | 2,158 | $240.4K | 0.02% | −79−3.5% | Reduced |
| Commerce Bank | 2,163 | $240.9K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 2,208 | $247.7K | 0.02% | −4−0.2% | Reduced |
| Congress Wealth Management LLC | 2,249 | $250.5K | 0.00% | +125+5.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 2,249 | $250.5K | 0.01% | 00.0% | Unchanged |
| Wexford Capital LP | 2,254 | $251.1K | 0.06% | −688−23.4% | Reduced |
| Profund Advisors LLC | 2,266 | $252.4K | 0.01% | −370−14.0% | Reduced |
| Hancock Whitney Corp | 2,299 | $256.1K | 0.01% | −135−5.5% | Reduced |
| Harbour Capital Advisors, LLC | 2,275 | $258.2K | 0.06% | +2,275 | New |
| Evergreen Capital Management LLC | 2,321 | $258.5K | 0.01% | +2,321 | New |
| Dark Forest Capital Management LP | 2,342 | $260.9K | 0.04% | −1,334−36.3% | Reduced |
| Ci Investments Inc. | 2,358 | $263.0K | 0.00% | +780+49.4% | Added |
| FourThought Financial Partners, LLC | 2,382 | $265.3K | 0.03% | +2,382 | New |
| Heritage Investment Group, Inc. | 2,400 | $267.3K | 0.05% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 2,452 | $273.1K | 0.00% | +245+11.1% | Added |
| Beacon Financial Advisory LLC | 2,469 | $275.0K | 0.09% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 2,475 | $275.7K | 0.06% | +1,625+191.2% | Added |
| Indie Asset Partners, LLC | 2,495 | $277.9K | 0.22% | +4+0.2% | Added |
| Vestcor Inc | 2,506 | $279.0K | 0.01% | +866+52.8% | Added |
| Brown Miller Wealth Management, LLC | 2,516 | $280.3K | 0.11% | 00.0% | Unchanged |
| Intrua Financial, LLC | 2,526 | $281.4K | 0.05% | +2,526 | New |
| Moneywise, Inc. | 2,586 | $288.1K | 0.14% | 00.0% | Unchanged |
| CWM, LLC | 2,609 | $291.0K | 0.00% | +4+0.2% | Added |
| Absolute Gestao de Investimentos Ltda. | 2,625 | $292.4K | 0.12% | +2,625 | New |
| Kestra Advisory Services, LLC | 2,631 | $293.1K | 0.00% | +552+26.6% | Added |
| Horizon Kinetics Asset Management LLC | 2,690 | $299.6K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 2,731 | $304.2K | 0.00% | +29+1.1% | Added |
| Brown Brothers Harriman & Co | 2,771 | $308.7K | 0.00% | +65+2.4% | Added |
| Martingale Asset Management L P | 2,805 | $312.4K | 0.01% | −336−10.7% | Reduced |
| CIBC Asset Management Inc | 2,807 | $312.7K | 0.00% | +140+5.2% | Added |