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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, Q1 2025

Institutional positions in BWX Technologies, Inc. as of Mar 31, 2025. 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
606
+18 vs. Q4 2024
Shares held
87.9M
−154.3K (−0.2%) vs. Q4 2024
Total value
$8.25B
−$1.06B (−11.4%) vs. Q4 2024
New holders
90
247 more added
Sold out
72
185 more reduced

8 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2025: 606 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 heldQ1 2025: $8.25B
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, Q1 2025

Shares, value and share of portfolio for each institution holding BWX Technologies, Inc.; share changes are against Q4 2024.

Institutions holding BWXT in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Private Wealth Asset Management, LLC1$990.00%+1New
Manchester Capital Management LLC2$1980.00%−1−33.3%Reduced
American Capital Advisory, LLC2$1980.00%+2New
HFM Investment Advisors, LLC2$1980.00%+2New
Bay Harbor Wealth Management, LLC3$2950.00%+3New
Westend Capital Management, LLC3$2960.00%+3New
Activest Wealth Management3$2960.00%+3New
WealthTrak Capital Management LLC5$4940.00%+3+150.0%Added
MPWM Advisory Solutions, LLC7$6910.00%00.0%Unchanged
Global Financial Private Client, LLC8$7890.00%+4+100.0%Added
Cromwell Holdings LLC8$7890.00%+8New
Investors Research Corp10$9870.00%+10New
Bare Financial Services, Inc11$1.08K0.00%+11New
Riggs Asset Managment Co. Inc.11$1.09K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC12$1.18K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC12$1.18K0.00%00.0%Unchanged
Horizon Investments, LLC13$1.28K0.00%00.0%Unchanged
SJS Investment Consulting Inc.15$1.48K0.00%00.0%Unchanged
Hantz Financial Services, Inc.21$2.00K0.00%+21New
ORG Partners LLC20$2.01K0.00%+20New
Sofos Investments, Inc.22$2.17K0.00%+22New
EverSource Wealth Advisors, LLC24$2.38K0.00%−12−33.3%Reduced
Rothschild Investment LLC25$2.47K0.00%00.0%Unchanged
Park Place Capital Corp28$2.76K0.00%00.0%Unchanged
Creekmur Asset Management LLC30$2.96K0.00%−45−60.0%Reduced
SWAN Capital LLC30$2.97K0.00%+30New
High Note Wealth, LLC31$3.02K0.00%00.0%Unchanged
Putney Financial Group LLC40$3.95K0.00%00.0%Unchanged
Larson Financial Group LLC45$4.44K0.00%+40+800.0%Added
Key Financial Inc46$4.54K0.00%−350−88.4%Reduced
LGT Financial Advisors LLC49$4.80K0.01%−384−88.7%Reduced
Rosenberg Matthew Hamilton50$4.93K0.00%00.0%Unchanged
Park Square Financial Group, LLC50$4.93K0.00%00.0%Unchanged
Creative Financial Designs Inc50$4.93K0.00%+50New
Main Street Group, LTD51$4.95K0.00%+51New
Hemington Wealth Management59$5.00K0.00%+19+47.5%Added
Fortitude Family Office, LLC51$5.03K0.00%00.0%Unchanged
NewSquare Capital LLC55$5.43K0.00%−3−5.2%Reduced
Trust Co of Vermont58$5.72K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc60$5.92K0.00%00.0%Unchanged
Hager Investment Management Services, LLC60$5.92K0.00%00.0%Unchanged
DAGCO, Inc.60$5.92K0.00%+60New
Carolina Wealth Advisors, LLC62$6.12K0.00%00.0%Unchanged
Runnymede Capital Advisors, Inc.62$6.12K0.01%00.0%Unchanged
Whipplewood Advisors, LLC16$6.21K0.00%−47−74.6%Reduced
Farmers & Merchants Investments Inc64$6.31K0.00%+29+82.9%Added
Bellevue Asset Management, LLC65$6.41K0.00%00.0%Unchanged
Sachetta, LLC66$6.51K0.00%00.0%Unchanged
Continuum Advisory, LLC69$6.81K0.00%+1+1.5%Added
Kestra Investment Management, LLC71$7.00K0.00%+71New
Bogart Wealth, LLC71$7.01K0.00%00.0%Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP68$7.12K0.00%+68New
Bell Investment Advisors, Inc75$7.40K0.00%00.0%Unchanged
AllSquare Wealth Management LLC76$7.50K0.00%00.0%Unchanged
St Germain D J Co Inc77$7.60K0.00%00.0%Unchanged
TD Private Client Wealth LLC78$7.70K0.00%+48+160.0%Added
CVA Family Office, LLC80$7.89K0.00%+5+6.7%Added
Skopos Labs, Inc.95$9.37K0.00%+35+58.3%Added
Optiver Holding B.V.96$9.47K0.00%+96New
Security National Bank100$9.87K0.00%00.0%Unchanged
West Paces Advisors Inc.100$9.87K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC100$9.87K0.00%00.0%Unchanged
Gen-Wealth Partners Inc100$9.87K0.00%00.0%Unchanged
Aventura Private Wealth, LLC100$9.87K0.01%+50+100.0%Added
Richards, Merrill & Peterson, Inc.100$9.87K0.01%+100New
Wolff Wiese Magana LLC101$9.96K0.01%00.0%Unchanged
Valued Wealth Advisors LLC101$9.99K0.01%00.0%Unchanged
JFS Wealth Advisors, LLC111$11.0K0.00%+1+0.9%Added
Rakuten Securities, Inc.113$11.1K0.01%−139−55.2%Reduced
Boston Private Wealth LLC117$11.5K0.00%+117New
Private Trust Co NA131$12.9K0.00%+128+4,266.7%Added
Richardson Capital Management LLC135$13.3K0.01%+135New
Cornerstone Planning Group LLC131$13.7K0.00%+55+72.4%Added
Colonial Trust Co142$14.0K0.00%00.0%Unchanged
Contravisory Investment Management, Inc.145$14.3K0.00%−58−28.6%Reduced
WPG Advisers, LLC151$14.9K0.01%−28−15.6%Reduced
PFG Private Wealth Management, LLC155$15.3K0.01%+155New
Thurston, Springer, Miller, Herd & Titak, Inc.157$15.5K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.161$15.9K0.00%00.0%Unchanged
Smithfield Trust Co165$16.0K0.00%00.0%Unchanged
Allworth Financial LP153$16.5K0.00%+60+64.5%Added
Washington Trust Advisors, Inc.171$16.9K0.00%00.0%Unchanged
Central Trust Co181$17.9K0.00%00.0%Unchanged
Rise Advisors, LLC183$18.0K0.01%−53−22.5%Reduced
MV Capital Management, Inc.186$18.3K0.00%+186New
TCTC Holdings, LLC204$20.1K0.00%+110+117.0%Added
Hollencrest Capital Management208$20.5K0.00%00.0%Unchanged
Binnacle Investments Inc208$20.5K0.01%+208New
Quent Capital, LLC210$20.7K0.00%−45−17.6%Reduced
PFS Partners, LLC217$21.4K0.01%00.0%Unchanged
Ransom Advisory, Ltd220$21.7K0.01%00.0%Unchanged
Capital Advisors, Ltd. LLC222$22.0K0.00%00.0%Unchanged
Smartleaf Asset Management LLC228$22.6K0.00%−2−0.9%Reduced
Covestor Ltd227$23.0K0.02%+97+74.6%Added
University of Texas/Texas Am Investment Managment Co235$23.2K0.00%+235New
Parkside Financial Bank & Trust243$24.0K0.00%+34+16.3%Added
Retirement Wealth Solutions LLC263$26.0K0.02%00.0%Unchanged
CBIZ Investment Advisory Services, LLC268$26.5K0.00%−3−1.1%Reduced
South State Corp.279$27.5K0.00%+29+11.6%Added
Harbour Investments, Inc.286$28.2K0.00%−15−5.0%Reduced