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 |
|---|---|---|---|---|---|
| Horizon Kinetics Asset Management LLC | 2,690 | $299.6K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 2,631 | $293.1K | 0.00% | +552+26.6% | Added |
| Absolute Gestao de Investimentos Ltda. | 2,625 | $292.4K | 0.12% | +2,625 | New |
| CWM, LLC | 2,609 | $291.0K | 0.00% | +4+0.2% | Added |
| Moneywise, Inc. | 2,586 | $288.1K | 0.14% | 00.0% | Unchanged |
| Intrua Financial, LLC | 2,526 | $281.4K | 0.05% | +2,526 | New |
| Brown Miller Wealth Management, LLC | 2,516 | $280.3K | 0.11% | 00.0% | Unchanged |
| Vestcor Inc | 2,506 | $279.0K | 0.01% | +866+52.8% | Added |
| Indie Asset Partners, LLC | 2,495 | $277.9K | 0.22% | +4+0.2% | Added |
| Morse Asset Management, Inc | 2,475 | $275.7K | 0.06% | +1,625+191.2% | Added |
| Beacon Financial Advisory LLC | 2,469 | $275.0K | 0.09% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 2,452 | $273.1K | 0.00% | +245+11.1% | Added |
| Heritage Investment Group, Inc. | 2,400 | $267.3K | 0.05% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 2,382 | $265.3K | 0.03% | +2,382 | New |
| Ci Investments Inc. | 2,358 | $263.0K | 0.00% | +780+49.4% | Added |
| Dark Forest Capital Management LP | 2,342 | $260.9K | 0.04% | −1,334−36.3% | Reduced |
| Evergreen Capital Management LLC | 2,321 | $258.5K | 0.01% | +2,321 | New |
| Harbour Capital Advisors, LLC | 2,275 | $258.2K | 0.06% | +2,275 | New |
| Hancock Whitney Corp | 2,299 | $256.1K | 0.01% | −135−5.5% | Reduced |
| Profund Advisors LLC | 2,266 | $252.4K | 0.01% | −370−14.0% | Reduced |
| Wexford Capital LP | 2,254 | $251.1K | 0.06% | −688−23.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 2,249 | $250.5K | 0.01% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 2,249 | $250.5K | 0.00% | +125+5.9% | Added |
| Sunbelt Securities, Inc. | 2,208 | $247.7K | 0.02% | −4−0.2% | Reduced |
| Commerce Bank | 2,163 | $240.9K | 0.00% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 2,158 | $240.4K | 0.02% | −79−3.5% | Reduced |
| Sciencast Management LP | 2,138 | $238.2K | 0.07% | +2,138 | New |
| True Wealth Design, LLC | 2,115 | $235.6K | 0.09% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 2,101 | $234.0K | 0.01% | −1,720−45.0% | Reduced |
| Heritage Investors Management Corp | 2,104 | $234.0K | 0.01% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 2,051 | $228.5K | 0.03% | +48+2.4% | Added |
| Gateway Investment Advisers LLC | 2,033 | $226.5K | 0.00% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 2,013 | $224.2K | 0.06% | +2,013 | New |
| Lincoln Capital LLC | 1,953 | $217.6K | 0.05% | +1,953 | New |
| Quarry LP | 1,953 | $217.5K | 0.04% | +1,682+620.7% | Added |
| CIBC Private Wealth Group, LLC | 1,899 | $217.5K | 0.00% | −4,911−72.1% | 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 |
| Entropy Technologies, LP | 1,929 | $214.9K | 0.02% | −2,067−51.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 1,914 | $213.2K | 0.00% | −6,597−77.5% | Reduced |
| AlphaStar Capital Management, LLC | 1,912 | $213.0K | 0.02% | −241−11.2% | Reduced |
| Diversified Trust Co | 1,882 | $209.6K | 0.01% | +1,882 | New |
| Ballentine Partners, LLC | 1,872 | $208.5K | 0.00% | +1,872 | New |
| Centaurus Financial, Inc. | 1,840 | $205.0K | 0.01% | +330+21.9% | Added |
| Jones Financial Companies LLLP | 1,825 | $203.3K | 0.00% | +448+32.5% | Added |
| Spears Abacus Advisors LLC | 1,808 | $201.4K | 0.00% | +1,808 | New |
| Thompson Davis & Co., Inc. | 1,801 | $200.6K | 0.13% | +1,801 | New |
| Bryn Mawr Trust Co | 1,800 | $200.5K | 0.00% | −319−15.1% | Reduced |
| SG Americas Securities, LLC | 1,785 | $199.0K | 0.00% | −387−17.8% | Reduced |
| Huntington National Bank | 1,647 | $183.5K | 0.00% | +201+13.9% | Added |
| GAMMA Investing LLC | 1,646 | $183.3K | 0.02% | +690+72.2% | Added |
| Parallel Advisors, LLC | 1,525 | $169.9K | 0.00% | +237+18.4% | Added |
| 10Elms LLP | 1,506 | $167.8K | 0.17% | +1,506 | New |
| Northwestern Mutual Wealth Management Co | 1,498 | $166.9K | 0.00% | +1,049+233.6% | Added |
| Versant Capital Management, Inc | 1,225 | $136.4K | 0.03% | +57+4.9% | Added |
| First Horizon Advisors, Inc. | 1,165 | $129.8K | 0.00% | −162−12.2% | Reduced |
| Geneos Wealth Management Inc. | 1,135 | $126.4K | 0.00% | +26+2.3% | Added |
| Stonebridge Financial Group, LLC | 1,117 | $124.4K | 0.01% | +1,117 | New |
| Harvest Fund Management Co., Ltd | 1,041 | $116.0K | 0.01% | +1,041 | New |
| Oakworth Capital, Inc. | 1,005 | $111.9K | 0.01% | 00.0% | Unchanged |
| Clio Asset Management LLC | 1,000 | $111.4K | 0.08% | +1,000 | New |
| Icon Wealth Advisors, LLC | 903 | $100.6K | 0.01% | +903 | New |
| Headlands Technologies LLC | 885 | $98.6K | 0.01% | −1,696−65.7% | Reduced |
| CoreCap Advisors, LLC | 877 | $97.7K | 0.00% | +603+220.1% | Added |
| GWM Advisors LLC | 859 | $95.7K | 0.00% | +52+6.4% | Added |
| SRS Capital Advisors, Inc. | 858 | $95.6K | 0.01% | +41+5.0% | Added |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 856 | $95.3K | 0.06% | +856 | New |
| Amundi | 763 | $87.4K | 0.00% | +763 | New |
| AdvisorNet Financial, Inc | 779 | $86.8K | 0.01% | +104+15.4% | Added |
| Caitong International Asset Management Co., Ltd | 773 | $86.1K | 0.08% | +773 | New |
| Hanseatic Management Services Inc | 685 | $76.3K | 0.10% | +685 | New |
| TD Waterhouse Canada Inc. | 650 | $72.3K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 626 | $69.7K | 0.00% | +626 | New |
| R Squared Ltd | 610 | $67.9K | 0.07% | +610 | New |
| Fortis Group Advisors, LLC | 609 | $67.8K | 0.01% | 00.0% | Unchanged |
| Militia Capital Partners, LP | 600 | $66.8K | 0.03% | +600 | New |
| Riverview Trust Co | 550 | $61.3K | 0.06% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 544 | $60.6K | 0.00% | −269−33.1% | Reduced |
| Bayforest Capital Ltd | 523 | $58.3K | 0.07% | +523 | New |
| SBI Securities Co., Ltd. | 521 | $58.0K | 0.00% | +521 | New |
| Umb Bank N A | 507 | $56.5K | 0.00% | +250+97.3% | Added |
| Sound Income Strategies, LLC | 447 | $49.8K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 435 | $48.5K | 0.00% | +76+21.2% | Added |
| LGT Financial Advisors LLC | 433 | $48.2K | 0.11% | +1+0.2% | Added |
| Acadian Asset Management LLC | 437 | $48.0K | 0.00% | +437 | New |
| V-Square Quantitative Management LLC | 406 | $45.2K | 0.01% | +117+40.5% | Added |
| Aster Capital Management (DIFC) Ltd | 399 | $44.4K | 0.02% | −343−46.2% | Reduced |
| Key Financial Inc | 396 | $44.1K | 0.01% | +40+11.2% | Added |
| Vermillion Wealth Management, Inc. | 362 | $40.4K | 0.02% | +362 | New |
| Demars Financial Group, LLC | 4,482,439 | $40.2K | 1.30% | +4,434,799+9,309.0% | Added |
| Proequities, Inc. | 310 | $39.8K | 0.00% | −26−7.7% | Reduced |
| Nomura Asset Management Co Ltd | 350 | $39.0K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 316 | $35.2K | 0.00% | +91+40.4% | Added |
| Centerpoint Advisors, LLC | 317 | $35.0K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 311 | $34.6K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 300 | $33.9K | 0.02% | +300 | New |
| Harbour Investments, Inc. | 301 | $33.5K | 0.00% | +15+5.2% | Added |
| HHM Wealth Advisors, LLC | 290 | $32.3K | 0.00% | +90+45.0% | Added |
| CBIZ Investment Advisory Services, LLC | 271 | $30.2K | 0.00% | +76+39.0% | Added |
| Retirement Wealth Solutions LLC | 263 | $30.2K | 0.03% | +263 | New |