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 |
|---|---|---|---|---|---|
| Avantax Advisory Services, Inc. | 6,995 | $779.2K | 0.00% | −62−0.9% | Reduced |
| Secured Retirement Advisors, LLC | 6,973 | $776.7K | 0.44% | +6,973 | New |
| Securian Asset Management, Inc | 6,913 | $770.0K | 0.02% | −195−2.7% | Reduced |
| Advisors Asset Management, Inc. | 6,631 | $738.6K | 0.01% | −42−0.6% | Reduced |
| Cooper Financial Group | 6,620 | $737.4K | 0.09% | +6,620 | New |
| Fox Run Management, L.L.C. | 6,573 | $732.2K | 0.13% | −2,831−30.1% | Reduced |
| Argent Trust Co | 6,396 | $712.5K | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 6,256 | $696.9K | 0.01% | +1,724+38.0% | Added |
| Fulton Bank, N.A. | 6,254 | $696.6K | 0.03% | −629−9.1% | Reduced |
| Chesapeake Capital Corp | 6,073 | $676.5K | 0.69% | 00.0% | Unchanged |
| Callan Family Office, LLC | 6,022 | $670.8K | 0.04% | +6,022 | New |
| Atria Investments LLC | 6,013 | $669.8K | 0.01% | +232+4.0% | Added |
| MML Investors Services, LLC | 5,733 | $639.0K | 0.00% | +1,019+21.6% | Added |
| Gsa Capital Partners LLP | 5,722 | $637.0K | 0.05% | +5,722 | New |
| Barbara Oil Co. | 5,700 | $634.9K | 0.26% | +5,700 | New |
| Keeley-Teton Advisors, LLC | 5,664 | $630.9K | 0.07% | −8,065−58.7% | Reduced |
| Crossmark Global Holdings, Inc. | 5,620 | $626.0K | 0.01% | +15+0.3% | Added |
| Moody Aldrich Partners LLC | 5,387 | $600.1K | 0.11% | −1,448−21.2% | Reduced |
| Jump Financial, LLC | 5,380 | $599.3K | 0.01% | +2,242+71.4% | Added |
| Man Group plc | 5,374 | $598.6K | 0.00% | −10,393−65.9% | Reduced |
| Boothbay Fund Management, LLC | 5,333 | $594.0K | 0.02% | −3,765−41.4% | Reduced |
| Concurrent Investment Advisors, LLC | 5,293 | $589.6K | 0.02% | +364+7.4% | Added |
| Quest Partners LLC | 5,268 | $586.8K | 0.08% | −4,207−44.4% | Reduced |
| Oak Hill Wealth Advisors, LLC | 5,250 | $584.8K | 0.14% | +5,250 | New |
| Curbstone Financial Management Corp | 5,250 | $584.8K | 0.12% | −50−0.9% | Reduced |
| Maryland State Retirement & Pension System | 5,208 | $580.1K | 0.01% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 5,201 | $579.3K | 0.00% | +885+20.5% | Added |
| Nebula Research & Development LLC | 5,146 | $573.2K | 0.07% | −18,408−78.2% | Reduced |
| Beacon Pointe Advisors, LLC | 5,058 | $563.4K | 0.01% | −1,812−26.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 5,057 | $563.3K | 0.01% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 5,034 | $560.7K | 0.19% | +5,034 | New |
| Corigliano Investment Advisers, LLC | 5,000 | $557.0K | 0.27% | +5,000 | New |
| Park Avenue Securities LLC | 4,945 | $551.0K | 0.01% | +1,633+49.3% | Added |
| Utah Retirement Systems | 4,900 | $545.8K | 0.01% | +100+2.1% | Added |
| Munro Partners | 4,895 | $545.3K | 0.02% | +4,895 | New |
| Empowered Funds, LLC | 4,839 | $539.0K | 0.01% | +788+19.5% | Added |
| Adalta Capital Management LLC | 4,718 | $525.5K | 0.27% | −200−4.1% | Reduced |
| Yorktown Management & Research Co Inc | 4,700 | $523.5K | 0.50% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 4,601 | $512.5K | 0.01% | +1,496+48.2% | Added |
| Toronto Dominion Bank | 4,529 | $504.0K | 0.00% | −15−0.3% | Reduced |
| Lighthouse Investment Partners, LLC | 4,500 | $501.3K | 0.02% | +4,500 | New |
| Iams Wealth Management, LLC | 4,463 | $497.1K | 0.23% | +792+21.6% | Added |
| Knollwood Investment Advisory, LLC | 4,460 | $496.8K | 0.05% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 4,458 | $496.6K | 0.00% | −79,595−94.7% | Reduced |
| Penn Mutual Asset Management, LLC | 4,450 | $495.7K | 0.89% | −1,800−28.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 4,437 | $494.2K | 0.00% | +561+14.5% | Added |
| Nisa Investment Advisors, LLC | 4,370 | $486.8K | 0.00% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 4,311 | $482.6K | 0.01% | +1,870+76.6% | Added |
| ISAM Funds (UK) Ltd | 4,315 | $480.6K | 0.36% | −1,752−28.9% | Reduced |
| ProShare Advisors LLC | 4,277 | $476.4K | 0.00% | +292+7.3% | Added |
| Prospera Financial Services Inc | 4,276 | $476.3K | 0.01% | +458+12.0% | Added |
| Coppell Advisory Solutions LLC | 4,225 | $473.8K | 0.07% | +254+6.4% | Added |
| Point72 (DIFC) Ltd | 4,214 | $469.4K | 0.04% | −2,772−39.7% | Reduced |
| First Hawaiian Bank | 4,134 | $460.5K | 0.01% | +480+13.1% | Added |
| Kestra Private Wealth Services, LLC | 4,102 | $456.9K | 0.01% | +673+19.6% | Added |
| Mesirow Financial Investment Management, Inc. | 4,054 | $451.6K | 0.01% | +20.0% | Added |
| Petra Financial Advisors Inc | 4,049 | $451.0K | 0.31% | +14+0.3% | Added |
| Toth Financial Advisory Corp | 4,020 | $447.8K | 0.05% | 00.0% | Unchanged |
| Portland Investment Counsel Inc. | 4,000 | $445.6K | 0.11% | +1,000+33.3% | Added |
| Valeo Financial Advisors, LLC | 3,939 | $438.8K | 0.01% | +400+11.3% | Added |
| Oxford Asset Management LLP | 3,893 | $433.6K | 0.19% | +3,893 | New |
| Integrated Wealth Concepts LLC | 3,867 | $430.8K | 0.01% | −383−9.0% | Reduced |
| HSBC Holdings PLC | 3,826 | $425.4K | 0.00% | +1,942+103.1% | Added |
| First Manhattan Co | 3,800 | $423.3K | 0.00% | +60+1.6% | Added |
| Wetherby Asset Management Inc | 3,785 | $421.6K | 0.02% | −19−0.5% | Reduced |
| State of Wyoming | 3,761 | $418.9K | 0.05% | −664−15.0% | Reduced |
| Huntleigh Advisors, Inc. | 3,754 | $418.2K | 0.09% | +3,754 | New |
| Benjamin Edwards Inc | 3,687 | $410.7K | 0.01% | +1,564+73.7% | Added |
| KBC Group NV | 3,661 | $408.0K | 0.00% | +1,135+44.9% | Added |
| AlTi Global, Inc. | 3,307 | $404.9K | 0.01% | +3,307 | New |
| Wiley Bros.-Aintree Capital, LLC | 3,522 | $399.8K | 0.00% | +1,497+73.9% | Added |
| Golden State Wealth Management, LLC | 3,575 | $398.2K | 0.06% | +3,575 | New |
| Connective Capital Management, LLC | 3,572 | $397.9K | 0.46% | −930−20.7% | Reduced |
| Zacks Investment Management | 3,522 | $392.3K | 0.00% | +3,522 | New |
| Pettyjohn, Wood & White, Inc | 3,512 | $391.2K | 0.07% | 00.0% | Unchanged |
| Cantor Fitzgerald Investment Adviser L.P. | 3,510 | $391.0K | 0.03% | −9,162−72.3% | Reduced |
| NEOS Investment Management LLC | 3,480 | $387.6K | 0.01% | +3,480 | New |
| 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 |
| Shelton Capital Management | 3,450 | $384.3K | 0.01% | −164−4.5% | Reduced |
| Capital Investment Advisory Services, LLC | 3,415 | $380.4K | 0.04% | +3,415 | New |
| Pitcairn Co | 3,414 | $380.3K | 0.02% | −368−9.7% | Reduced |
| IFP Advisors, Inc | 3,339 | $374.0K | 0.01% | +83+2.5% | Added |
| Clearstead Advisors, LLC | 3,282 | $365.6K | 0.01% | −558−14.5% | Reduced |
| 111 Capital | 3,272 | $364.5K | 0.08% | +3,272 | New |
| Tema ETFs LLC | 3,248 | $361.8K | 0.15% | +3,248 | New |
| Guggenheim Capital LLC | 3,166 | $352.7K | 0.00% | +3,166 | New |
| Daymark Wealth Partners, LLC | 3,101 | $345.4K | 0.01% | −33−1.1% | Reduced |
| Keybank National Association | 3,083 | $343.4K | 0.00% | −32−1.0% | Reduced |
| Personal Cfo Solutions, LLC | 3,044 | $339.0K | 0.07% | −152−4.8% | Reduced |
| Oak Associates, Ltd | 3,000 | $334.2K | 0.02% | 00.0% | Unchanged |
| Brookmont Capital Management | 2,993 | $333.4K | 0.18% | −501−14.3% | Reduced |
| Diversify Advisory Services, LLC | 2,836 | $325.3K | 0.02% | +2,836 | New |
| Coldstream Capital Management Inc | 2,868 | $319.5K | 0.01% | +303+11.8% | Added |
| Fifth Third Bancorp | 2,857 | $318.2K | 0.00% | −119−4.0% | Reduced |
| Mercer Global Advisors Inc | 2,846 | $317.0K | 0.00% | −4,046−58.7% | Reduced |
| CIBC Asset Management Inc | 2,807 | $312.7K | 0.00% | +140+5.2% | Added |
| Martingale Asset Management L P | 2,805 | $312.4K | 0.01% | −336−10.7% | Reduced |
| Brown Brothers Harriman & Co | 2,771 | $308.7K | 0.00% | +65+2.4% | Added |
| MAI Capital Management | 2,731 | $304.2K | 0.00% | +29+1.1% | Added |