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.
| 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, Q1 2025
Shares, value and share of portfolio for each institution holding BWX Technologies, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CIBC Asset Management Inc | 2,861 | $282.2K | 0.00% | +54+1.9% | Added |
| Jones Financial Companies LLLP | 2,866 | $284.4K | 0.00% | +1,041+57.0% | Added |
| Mercer Global Advisors Inc | 2,895 | $285.6K | 0.00% | +49+1.7% | Added |
| Oak Associates, Ltd | 3,000 | $295.9K | 0.02% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 3,000 | $295.9K | 0.04% | +3,000 | New |
| Headlands Technologies LLC | 3,015 | $297.4K | 0.03% | +2,130+240.7% | Added |
| Brookmont Capital Management | 3,024 | $298.3K | 0.17% | +31+1.0% | Added |
| Caxton Associates LLP | 3,078 | $303.6K | 0.01% | +3,078 | New |
| Daymark Wealth Partners, LLC | 3,105 | $306.3K | 0.01% | +4+0.1% | Added |
| True Wealth Design, LLC | 3,108 | $306.6K | 0.12% | +993+47.0% | Added |
| Pitcairn Co | 3,114 | $307.2K | 0.02% | −300−8.8% | Reduced |
| Fifth Third Bancorp | 3,136 | $309.4K | 0.00% | +279+9.8% | Added |
| Farringdon Capital, Ltd. | 3,152 | $310.9K | 0.16% | +3,152 | New |
| HSBC Holdings PLC | 3,186 | $311.8K | 0.00% | −640−16.7% | Reduced |
| Diversify Advisory Services, LLC | 2,860 | $312.4K | 0.02% | +24+0.8% | Added |
| AE Wealth Management LLC | 3,182 | $313.9K | 0.00% | +3,182 | New |
| Dynamic Technology Lab Private Ltd | 3,231 | $319.0K | 0.05% | +3,231 | New |
| Petrus Trust Company, LTA | 3,235 | $319.1K | 0.03% | +3,235 | New |
| Shelton Capital Management | 3,284 | $324.0K | 0.01% | −166−4.8% | Reduced |
| IFP Advisors, Inc | 3,292 | $324.8K | 0.01% | −47−1.4% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 3,300 | $325.5K | 0.02% | −210−6.0% | Reduced |
| AlTi Global, Inc. | 3,312 | $326.9K | 0.01% | +5+0.2% | Added |
| Clearstead Advisors, LLC | 3,345 | $330.0K | 0.01% | +63+1.9% | Added |
| Oak Hill Wealth Advisors, LLC | 3,350 | $330.5K | 0.08% | −1,900−36.2% | Reduced |
| Leonteq Securities AG | 3,405 | $335.9K | 0.03% | +3,164+1,312.9% | Added |
| Wexford Capital LP | 3,449 | $340.2K | 0.09% | +1,195+53.0% | Added |
| Capital Investment Advisory Services, LLC | 3,465 | $341.8K | 0.03% | +50+1.5% | Added |
| HB Wealth Management, LLC | 3,578 | $353.1K | 0.00% | +3,578 | New |
| Chicago Trust Co NA | 3,585 | $353.7K | 0.06% | +3,585 | New |
| Harbour Capital Advisors, LLC | 3,710 | $354.0K | 0.09% | +1,435+63.1% | Added |
| First Manhattan Co | 3,600 | $355.2K | 0.00% | −200−5.3% | Reduced |
| Huntleigh Advisors, Inc. | 3,842 | $379.0K | 0.06% | +88+2.3% | Added |
| Golden State Wealth Management, LLC | 3,865 | $381.3K | 0.06% | +290+8.1% | Added |
| Bayforest Capital Ltd | 3,877 | $382.5K | 0.17% | +3,354+641.3% | Added |
| Vontobel Holding Ltd. | 3,886 | $383.4K | 0.00% | +3,886 | New |
| ProShare Advisors LLC | 3,895 | $384.2K | 0.00% | −382−8.9% | Reduced |
| State of Wyoming | 3,940 | $388.7K | 0.05% | +179+4.8% | Added |
| Integrated Wealth Concepts LLC | 3,944 | $389.1K | 0.00% | +77+2.0% | Added |
| Aigen Investment Management, LP | 3,956 | $390.3K | 0.06% | +480+13.8% | Added |
| Catalyst Funds Management Pty Ltd | 3,960 | $390.7K | 0.10% | +3,960 | New |
| Keybank National Association | 3,963 | $391.0K | 0.00% | +880+28.5% | Added |
| Pettyjohn, Wood & White, Inc | 4,012 | $395.8K | 0.08% | +500+14.2% | Added |
| Petra Financial Advisors Inc | 4,019 | $396.5K | 0.33% | −30−0.7% | Reduced |
| KBC Group NV | 4,030 | $398.0K | 0.00% | +369+10.1% | Added |
| Stamos Capital Partners, L.P. | 4,056 | $400.1K | 0.10% | +4,056 | New |
| ISAM Funds (UK) Ltd | 4,089 | $403.4K | 0.20% | −226−5.2% | Reduced |
| Sterling Capital Management LLC | 4,096 | $404.1K | 0.01% | −505−11.0% | Reduced |
| Sherbrooke Park Advisers LLC | 4,131 | $407.5K | 0.19% | +4,131 | New |
| Mesirow Financial Investment Management, Inc. | 4,186 | $412.9K | 0.01% | +132+3.3% | Added |
| Maryland State Retirement & Pension System | 4,261 | $420.3K | 0.01% | −947−18.2% | Reduced |
| Connective Capital Management, LLC | 4,296 | $423.8K | 0.39% | +724+20.3% | Added |
| Coppell Advisory Solutions LLC | 3,899 | $425.9K | 0.06% | −326−7.7% | Reduced |
| Pathstone Holdings, LLC | 4,346 | $428.8K | 0.00% | −4,080−48.4% | Reduced |
| Nisa Investment Advisors, LLC | 4,370 | $431.1K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 4,383 | $432.0K | 0.00% | +2,025+85.9% | Added |
| Empowered Funds, LLC | 4,440 | $438.0K | 0.01% | −399−8.2% | Reduced |
| Oak Thistle LLC | 4,455 | $439.5K | 0.09% | −11,376−71.9% | Reduced |
| Knollwood Investment Advisory, LLC | 4,460 | $440.0K | 0.05% | 00.0% | Unchanged |
| Toronto Dominion Bank | 4,464 | $440.0K | 0.00% | −65−1.4% | Reduced |
| Valeo Financial Advisors, LLC | 4,507 | $444.6K | 0.01% | +568+14.4% | Added |
| Sowell Financial Services LLC | 4,667 | $460.4K | 0.02% | +4,667 | New |
| Yorktown Management & Research Co Inc | 4,700 | $463.7K | 0.50% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 4,700 | $463.7K | 0.08% | +4,700 | New |
| MML Investors Services, LLC | 4,745 | $468.0K | 0.00% | −988−17.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 4,854 | $478.8K | 0.00% | +417+9.4% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 4,871 | $480.6K | 0.13% | +4,715+3,022.4% | Added |
| Utah Retirement Systems | 4,900 | $483.4K | 0.01% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 4,928 | $486.1K | 0.00% | +4,928 | New |
| Mackenzie Financial Corp | 4,964 | $489.7K | 0.00% | +1,488+42.8% | Added |
| Curbstone Financial Management Corp | 5,050 | $498.2K | 0.11% | −200−3.8% | Reduced |
| Williams Jones Wealth Management, LLC. | 5,057 | $498.9K | 0.01% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 5,389 | $534.6K | 0.02% | −28,255−84.0% | Reduced |
| Park Avenue Securities LLC | 5,508 | $543.0K | 0.01% | +563+11.4% | Added |
| FCG Investment Co | 5,557 | $548.2K | 0.34% | +5,557 | New |
| Wiley Bros.-Aintree Capital, LLC | 5,573 | $553.4K | 0.01% | +2,051+58.2% | Added |
| Crossmark Global Holdings, Inc. | 5,636 | $556.0K | 0.01% | +16+0.3% | Added |
| Keeley-Teton Advisors, LLC | 5,674 | $559.7K | 0.07% | +10+0.2% | Added |
| CI Private Wealth, LLC | 5,811 | $573.3K | 0.00% | +5,811 | New |
| Prospera Financial Services Inc | 5,923 | $584.3K | 0.01% | +1,647+38.5% | Added |
| Aubrey Capital Management Ltd | 5,900 | $585.1K | 0.23% | +5,900 | New |
| Argent Trust Co | 5,953 | $587.3K | 0.02% | −443−6.9% | Reduced |
| Callan Family Office, LLC | 6,020 | $593.9K | 0.04% | −20.0% | Reduced |
| Iams Wealth Management, LLC | 6,043 | $596.1K | 0.27% | +1,580+35.4% | Added |
| United Services Automobile Association | 6,046 | $599.8K | 0.02% | +6,046 | New |
| Point72 (DIFC) Ltd | 6,187 | $610.3K | 0.06% | +1,973+46.8% | Added |
| Venturi Wealth Management, LLC | 6,212 | $612.8K | 0.03% | −917−12.9% | Reduced |
| Concurrent Investment Advisors, LLC | 6,381 | $629.5K | 0.02% | +1,088+20.6% | Added |
| Advisors Asset Management, Inc. | 6,414 | $632.7K | 0.01% | −217−3.3% | Reduced |
| Veracity Capital LLC | 6,417 | $633.1K | 0.25% | −4,406−40.7% | Reduced |
| Gsa Capital Partners LLP | 6,453 | $637.0K | 0.06% | +731+12.8% | Added |
| Portland Investment Counsel Inc. | 6,500 | $641.2K | 0.19% | +2,500+62.5% | Added |
| Fulton Bank, N.A. | 6,544 | $645.6K | 0.03% | +290+4.6% | Added |
| Cooper Financial Group | 6,573 | $648.4K | 0.09% | −47−0.7% | Reduced |
| Atria Investments LLC | 6,704 | $661.4K | 0.01% | +691+11.5% | Added |
| Aster Capital Management (DIFC) Ltd | 6,470 | $672.7K | 0.12% | +6,071+1,521.6% | Added |
| Graham Capital Management, L.P. | 6,831 | $673.9K | 0.02% | +6,831 | New |
| Securian Asset Management, Inc | 6,913 | $682.0K | 0.02% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 7,136 | $704.0K | 0.00% | +141+2.0% | Added |
| Main Management ETF Advisors, LLC | 7,207 | $711.0K | 0.05% | +7,207 | New |
| Oppenheimer Asset Management Inc. | 7,267 | $716.9K | 0.01% | −253−3.4% | Reduced |