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 |
|---|---|---|---|---|---|
| Mercer Global Advisors Inc | 2,846 | $317.0K | 0.00% | −4,046−58.7% | Reduced |
| Fifth Third Bancorp | 2,857 | $318.2K | 0.00% | −119−4.0% | Reduced |
| Coldstream Capital Management Inc | 2,868 | $319.5K | 0.01% | +303+11.8% | Added |
| Diversify Advisory Services, LLC | 2,836 | $325.3K | 0.02% | +2,836 | New |
| Brookmont Capital Management | 2,993 | $333.4K | 0.18% | −501−14.3% | Reduced |
| Oak Associates, Ltd | 3,000 | $334.2K | 0.02% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 3,044 | $339.0K | 0.07% | −152−4.8% | Reduced |
| Keybank National Association | 3,083 | $343.4K | 0.00% | −32−1.0% | Reduced |
| Daymark Wealth Partners, LLC | 3,101 | $345.4K | 0.01% | −33−1.1% | Reduced |
| Guggenheim Capital LLC | 3,166 | $352.7K | 0.00% | +3,166 | New |
| Tema ETFs LLC | 3,248 | $361.8K | 0.15% | +3,248 | New |
| 111 Capital | 3,272 | $364.5K | 0.08% | +3,272 | New |
| Clearstead Advisors, LLC | 3,282 | $365.6K | 0.01% | −558−14.5% | Reduced |
| IFP Advisors, Inc | 3,339 | $374.0K | 0.01% | +83+2.5% | Added |
| Pitcairn Co | 3,414 | $380.3K | 0.02% | −368−9.7% | Reduced |
| Capital Investment Advisory Services, LLC | 3,415 | $380.4K | 0.04% | +3,415 | New |
| Shelton Capital Management | 3,450 | $384.3K | 0.01% | −164−4.5% | Reduced |
| Aigen Investment Management, LP | 3,476 | $387.2K | 0.07% | +995+40.1% | Added |
| Mackenzie Financial Corp | 3,476 | $387.2K | 0.00% | +3,476 | New |
| NEOS Investment Management LLC | 3,480 | $387.6K | 0.01% | +3,480 | New |
| Cantor Fitzgerald Investment Adviser L.P. | 3,510 | $391.0K | 0.03% | −9,162−72.3% | Reduced |
| Pettyjohn, Wood & White, Inc | 3,512 | $391.2K | 0.07% | 00.0% | Unchanged |
| Zacks Investment Management | 3,522 | $392.3K | 0.00% | +3,522 | New |
| Connective Capital Management, LLC | 3,572 | $397.9K | 0.46% | −930−20.7% | Reduced |
| Golden State Wealth Management, LLC | 3,575 | $398.2K | 0.06% | +3,575 | New |
| Wiley Bros.-Aintree Capital, LLC | 3,522 | $399.8K | 0.00% | +1,497+73.9% | Added |
| AlTi Global, Inc. | 3,307 | $404.9K | 0.01% | +3,307 | New |
| KBC Group NV | 3,661 | $408.0K | 0.00% | +1,135+44.9% | Added |
| Benjamin Edwards Inc | 3,687 | $410.7K | 0.01% | +1,564+73.7% | Added |
| Huntleigh Advisors, Inc. | 3,754 | $418.2K | 0.09% | +3,754 | New |
| State of Wyoming | 3,761 | $418.9K | 0.05% | −664−15.0% | Reduced |
| Wetherby Asset Management Inc | 3,785 | $421.6K | 0.02% | −19−0.5% | Reduced |
| First Manhattan Co | 3,800 | $423.3K | 0.00% | +60+1.6% | Added |
| HSBC Holdings PLC | 3,826 | $425.4K | 0.00% | +1,942+103.1% | Added |
| Integrated Wealth Concepts LLC | 3,867 | $430.8K | 0.01% | −383−9.0% | Reduced |
| Oxford Asset Management LLP | 3,893 | $433.6K | 0.19% | +3,893 | New |
| Valeo Financial Advisors, LLC | 3,939 | $438.8K | 0.01% | +400+11.3% | Added |
| Portland Investment Counsel Inc. | 4,000 | $445.6K | 0.11% | +1,000+33.3% | Added |
| Toth Financial Advisory Corp | 4,020 | $447.8K | 0.05% | 00.0% | Unchanged |
| Petra Financial Advisors Inc | 4,049 | $451.0K | 0.31% | +14+0.3% | Added |
| Mesirow Financial Investment Management, Inc. | 4,054 | $451.6K | 0.01% | +20.0% | Added |
| Kestra Private Wealth Services, LLC | 4,102 | $456.9K | 0.01% | +673+19.6% | Added |
| First Hawaiian Bank | 4,134 | $460.5K | 0.01% | +480+13.1% | Added |
| Point72 (DIFC) Ltd | 4,214 | $469.4K | 0.04% | −2,772−39.7% | Reduced |
| Coppell Advisory Solutions LLC | 4,225 | $473.8K | 0.07% | +254+6.4% | Added |
| Prospera Financial Services Inc | 4,276 | $476.3K | 0.01% | +458+12.0% | Added |
| ProShare Advisors LLC | 4,277 | $476.4K | 0.00% | +292+7.3% | Added |
| ISAM Funds (UK) Ltd | 4,315 | $480.6K | 0.36% | −1,752−28.9% | Reduced |
| RSM US Wealth Management LLC | 4,311 | $482.6K | 0.01% | +1,870+76.6% | Added |
| Nisa Investment Advisors, LLC | 4,370 | $486.8K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 4,437 | $494.2K | 0.00% | +561+14.5% | Added |
| Penn Mutual Asset Management, LLC | 4,450 | $495.7K | 0.89% | −1,800−28.8% | Reduced |
| Susquehanna International Group, LLP | 4,458 | $496.6K | 0.00% | −79,595−94.7% | Reduced |
| Knollwood Investment Advisory, LLC | 4,460 | $496.8K | 0.05% | 00.0% | Unchanged |
| Iams Wealth Management, LLC | 4,463 | $497.1K | 0.23% | +792+21.6% | Added |
| Lighthouse Investment Partners, LLC | 4,500 | $501.3K | 0.02% | +4,500 | New |
| Toronto Dominion Bank | 4,529 | $504.0K | 0.00% | −15−0.3% | Reduced |
| Sterling Capital Management LLC | 4,601 | $512.5K | 0.01% | +1,496+48.2% | Added |
| Yorktown Management & Research Co Inc | 4,700 | $523.5K | 0.50% | 00.0% | Unchanged |
| Adalta Capital Management LLC | 4,718 | $525.5K | 0.27% | −200−4.1% | Reduced |
| Empowered Funds, LLC | 4,839 | $539.0K | 0.01% | +788+19.5% | Added |
| Munro Partners | 4,895 | $545.3K | 0.02% | +4,895 | New |
| Utah Retirement Systems | 4,900 | $545.8K | 0.01% | +100+2.1% | Added |
| Park Avenue Securities LLC | 4,945 | $551.0K | 0.01% | +1,633+49.3% | Added |
| Corigliano Investment Advisers, LLC | 5,000 | $557.0K | 0.27% | +5,000 | New |
| Bridgefront Capital, LLC | 5,034 | $560.7K | 0.19% | +5,034 | New |
| Williams Jones Wealth Management, LLC. | 5,057 | $563.3K | 0.01% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 5,058 | $563.4K | 0.01% | −1,812−26.4% | Reduced |
| Nebula Research & Development LLC | 5,146 | $573.2K | 0.07% | −18,408−78.2% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 5,201 | $579.3K | 0.00% | +885+20.5% | Added |
| Maryland State Retirement & Pension System | 5,208 | $580.1K | 0.01% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 5,250 | $584.8K | 0.12% | −50−0.9% | Reduced |
| Oak Hill Wealth Advisors, LLC | 5,250 | $584.8K | 0.14% | +5,250 | New |
| Quest Partners LLC | 5,268 | $586.8K | 0.08% | −4,207−44.4% | Reduced |
| Concurrent Investment Advisors, LLC | 5,293 | $589.6K | 0.02% | +364+7.4% | Added |
| Boothbay Fund Management, LLC | 5,333 | $594.0K | 0.02% | −3,765−41.4% | Reduced |
| Man Group plc | 5,374 | $598.6K | 0.00% | −10,393−65.9% | Reduced |
| Jump Financial, LLC | 5,380 | $599.3K | 0.01% | +2,242+71.4% | Added |
| Moody Aldrich Partners LLC | 5,387 | $600.1K | 0.11% | −1,448−21.2% | Reduced |
| Crossmark Global Holdings, Inc. | 5,620 | $626.0K | 0.01% | +15+0.3% | Added |
| Keeley-Teton Advisors, LLC | 5,664 | $630.9K | 0.07% | −8,065−58.7% | Reduced |
| Barbara Oil Co. | 5,700 | $634.9K | 0.26% | +5,700 | New |
| Gsa Capital Partners LLP | 5,722 | $637.0K | 0.05% | +5,722 | New |
| MML Investors Services, LLC | 5,733 | $639.0K | 0.00% | +1,019+21.6% | Added |
| Atria Investments LLC | 6,013 | $669.8K | 0.01% | +232+4.0% | Added |
| Callan Family Office, LLC | 6,022 | $670.8K | 0.04% | +6,022 | New |
| Chesapeake Capital Corp | 6,073 | $676.5K | 0.69% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 6,254 | $696.6K | 0.03% | −629−9.1% | Reduced |
| Tower Research Capital LLC (TRC) | 6,256 | $696.9K | 0.01% | +1,724+38.0% | Added |
| Argent Trust Co | 6,396 | $712.5K | 0.03% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 6,573 | $732.2K | 0.13% | −2,831−30.1% | Reduced |
| Cooper Financial Group | 6,620 | $737.4K | 0.09% | +6,620 | New |
| Advisors Asset Management, Inc. | 6,631 | $738.6K | 0.01% | −42−0.6% | Reduced |
| Securian Asset Management, Inc | 6,913 | $770.0K | 0.02% | −195−2.7% | Reduced |
| Secured Retirement Advisors, LLC | 6,973 | $776.7K | 0.44% | +6,973 | New |
| Avantax Advisory Services, Inc. | 6,995 | $779.2K | 0.00% | −62−0.9% | Reduced |
| Venturi Wealth Management, LLC | 7,129 | $794.1K | 0.04% | +771+12.1% | Added |
| Princeton Capital Management LLC | 7,226 | $804.9K | 0.25% | +7,226 | New |
| JustInvest LLC | 7,334 | $816.9K | 0.01% | +731+11.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 7,448 | $829.6K | 0.00% | +172+2.4% | Added |