Skip to main content

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
Ameriflex Group, Inc.300$29.6K0.01%00.0%Unchanged
Stone House Investment Management, LLC310$30.6K0.01%+310New
Salomon & Ludwin, LLC311$30.7K0.00%00.0%Unchanged
Centerpoint Advisors, LLC317$31.0K0.01%00.0%Unchanged
Toth Financial Advisory Corp320$31.6K0.00%−3,700−92.0%Reduced
Compass Financial Services Inc330$32.6K0.02%+330New
Nomura Asset Management Co Ltd350$34.5K0.00%00.0%Unchanged
Massmutual Trust Co FSB354$34.9K0.00%+236+200.0%Added
Principal Securities, Inc.316$35.2K0.00%00.0%Unchanged
Vermillion Wealth Management, Inc.363$35.8K0.01%+1+0.3%Added
HHM Wealth Advisors, LLC390$38.5K0.01%+100+34.5%Added
Caitong International Asset Management Co., Ltd399$39.4K0.03%−374−48.4%Reduced
V-Square Quantitative Management LLC423$41.7K0.01%+17+4.2%Added
Demars Financial Group, LLC4,296,184$43.5K1.24%−186,255−4.2%Reduced
Sound Income Strategies, LLC447$44.1K0.00%00.0%Unchanged
Farther Finance Advisors, LLC459$46.2K0.00%+240+109.6%Added
Walleye Trading LLC479$47.3K0.00%−12,432−96.3%Reduced
Riverview Trust Co550$54.3K0.05%00.0%Unchanged
National Bank of Canada559$55.1K0.00%+440+369.7%Added
Fortis Group Advisors, LLC609$60.1K0.01%00.0%Unchanged
Lindbrook Capital, LLC609$60.1K0.01%+373+158.1%Added
AdvisorNet Financial, Inc614$60.6K0.00%−165−21.2%Reduced
Hazlett, Burt & Watson, Inc.632$63.0K0.03%+417+194.0%Added
TD Waterhouse Canada Inc.675$67.8K0.00%+25+3.8%Added
SBI Securities Co., Ltd.710$70.0K0.00%+189+36.3%Added
Quadrant Capital Group LLC721$71.1K0.00%+286+65.7%Added
Amundi763$72.8K0.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec785$77.4K0.00%+527+204.3%Added
NBC Securities, Inc.848$83.0K0.01%+848New
CoreCap Advisors, LLC877$86.5K0.00%00.0%Unchanged
GWM Advisors LLC913$90.1K0.00%+54+6.3%Added
Umb Bank N A915$90.3K0.00%+408+80.5%Added
Oakworth Capital, Inc.1,005$99.1K0.01%00.0%Unchanged
Ronald Blue Trust, Inc.1,042$102.8K0.00%+498+91.5%Added
Huntington National Bank1,093$107.8K0.00%−554−33.6%Reduced
Rossby Financial, LCC1,000$109.0K0.05%+1,000New
First Horizon Advisors, Inc.1,165$114.9K0.00%00.0%Unchanged
Natixis1,182$115.4K0.00%−16,034−93.1%Reduced
Quarry LP1,214$119.8K0.03%−739−37.8%Reduced
Versant Capital Management, Inc1,224$120.7K0.02%−1−0.1%Reduced
Icon Wealth Advisors, LLC1,346$132.8K0.01%+443+49.1%Added
Parallel Advisors, LLC1,408$138.9K0.00%−117−7.7%Reduced
10Elms LLP1,506$148.6K0.15%00.0%Unchanged
Geneos Wealth Management Inc.1,517$149.7K0.01%+382+33.7%Added
GAMMA Investing LLC1,598$157.6K0.01%−48−2.9%Reduced
Bryn Mawr Trust Co1,800$177.6K0.00%00.0%Unchanged
Centaurus Financial, Inc.1,894$187.0K0.01%+54+2.9%Added
Group One Trading, L.P.1,924$189.8K0.01%−13,092−87.2%Reduced
Sunbelt Securities, Inc.1,938$191.2K0.02%−270−12.2%Reduced
Shell Asset Management Co1,990$196.0K0.01%+59+3.1%Added
Altshuler Shaham Ltd1,993$196.6K0.00%+1,367+218.4%Added
CIBC Private Wealth Group, LLC2,160$201.2K0.00%+261+13.7%Added
Merit Financial Group, LLC2,045$201.7K0.00%+2,045New
Financial Advocates Investment Management2,054$202.6K0.01%+2,054New
Heritage Investors Management Corp2,104$208.0K0.01%00.0%Unchanged
Teza Capital Management LLC2,138$210.9K0.10%+2,138New
Two Sigma Securities, LLC2,145$211.6K0.03%+2,145New
Gateway Investment Advisers LLC2,154$212.5K0.00%+121+6.0%Added
Cadinha & Co LLC2,157$212.8K0.05%−62,184−96.6%Reduced
Meiji Yasuda Asset Management Co Ltd.2,170$214.1K0.01%−79−3.5%Reduced
Lincoln Capital LLC2,123$217.2K0.05%+170+8.7%Added
Congress Wealth Management LLC2,204$217.6K0.00%−45−2.0%Reduced
Moody Aldrich Partners LLC2,216$218.6K0.05%−3,171−58.9%Reduced
Profund Advisors LLC2,235$220.5K0.01%−31−1.4%Reduced
PharVision Advisers, LLC2,242$221.2K0.31%+2,242New
Tower Research Capital LLC (TRC)2,253$222.3K0.01%−4,003−64.0%Reduced
Clear Creek Financial Management, LLC2,255$222.5K0.02%+2,255New
Hilltop Holdings Inc.2,268$223.7K0.01%+110+5.1%Added
Monetary Management Group Inc2,300$226.9K0.06%+2,300New
Walleye Capital LLC2,310$227.9K0.00%−10,784−82.4%Reduced
Commerce Bank2,313$228.2K0.00%+150+6.9%Added
CIBC World Markets Inc.2,327$229.6K0.00%+2,327New
Northwestern Mutual Wealth Management Co2,339$230.7K0.00%+841+56.1%Added
Hancock Whitney Corp2,354$232.2K0.01%+55+2.4%Added
Bridgefront Capital, LLC2,356$232.4K0.07%−2,678−53.2%Reduced
Morse Asset Management, Inc2,375$234.3K0.06%−100−4.0%Reduced
FourThought Financial Partners, LLC2,382$235.0K0.02%00.0%Unchanged
SRS Capital Advisors, Inc.2,390$235.8K0.02%+1,532+178.6%Added
Western Wealth Management, LLC2,391$235.9K0.02%+2,391New
Heritage Investment Group, Inc.2,400$236.8K0.04%00.0%Unchanged
Beacon Financial Advisory LLC2,469$243.6K0.07%00.0%Unchanged
Kestra Private Wealth Services, LLC2,489$245.5K0.00%−1,613−39.3%Reduced
Brown Miller Wealth Management, LLC2,516$248.2K0.09%00.0%Unchanged
CWM, LLC2,540$251.0K0.00%−69−2.6%Reduced
MQS Management LLC2,558$252.3K0.14%+2,558New
Twinbeech Capital LP2,584$254.9K0.00%−99,498−97.5%Reduced
Moneywise, Inc.2,586$255.1K0.14%00.0%Unchanged
Ground Swell Capital, LLC2,612$257.7K0.59%+2,612New
Intrua Financial, LLC2,625$259.0K0.04%+99+3.9%Added
Horizon Kinetics Asset Management LLC2,665$262.9K0.00%−25−0.9%Reduced
Phraction Management LLC2,700$266.4K0.09%+2,700New
Brown Brothers Harriman & Co2,706$266.9K0.00%−65−2.3%Reduced
MAI Capital Management2,716$267.9K0.00%−15−0.5%Reduced
Guggenheim Capital LLC2,773$273.6K0.00%−393−12.4%Reduced
Coldstream Capital Management Inc2,782$274.4K0.01%−86−3.0%Reduced
Susquehanna International Group, LLP2,783$274.5K0.00%−1,675−37.6%Reduced
Personal Cfo Solutions, LLC2,822$278.4K0.06%−222−7.3%Reduced
Kestra Advisory Services, LLC2,826$278.8K0.00%+195+7.4%Added
JT Stratford LLC2,855$281.6K0.05%−6,616−69.9%Reduced
111 Capital2,859$282.0K0.05%−413−12.6%Reduced