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 |
|---|---|---|---|---|---|
| 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 |
| Mercer Global Advisors Inc | 2,895 | $285.6K | 0.00% | +49+1.7% | Added |
| Jones Financial Companies LLLP | 2,866 | $284.4K | 0.00% | +1,041+57.0% | Added |
| CIBC Asset Management Inc | 2,861 | $282.2K | 0.00% | +54+1.9% | Added |
| 111 Capital | 2,859 | $282.0K | 0.05% | −413−12.6% | Reduced |
| JT Stratford LLC | 2,855 | $281.6K | 0.05% | −6,616−69.9% | Reduced |
| Kestra Advisory Services, LLC | 2,826 | $278.8K | 0.00% | +195+7.4% | Added |
| Personal Cfo Solutions, LLC | 2,822 | $278.4K | 0.06% | −222−7.3% | Reduced |
| Susquehanna International Group, LLP | 2,783 | $274.5K | 0.00% | −1,675−37.6% | Reduced |
| Coldstream Capital Management Inc | 2,782 | $274.4K | 0.01% | −86−3.0% | Reduced |
| Guggenheim Capital LLC | 2,773 | $273.6K | 0.00% | −393−12.4% | Reduced |
| MAI Capital Management | 2,716 | $267.9K | 0.00% | −15−0.5% | Reduced |
| Brown Brothers Harriman & Co | 2,706 | $266.9K | 0.00% | −65−2.3% | Reduced |
| Phraction Management LLC | 2,700 | $266.4K | 0.09% | +2,700 | New |
| Horizon Kinetics Asset Management LLC | 2,665 | $262.9K | 0.00% | −25−0.9% | Reduced |
| Intrua Financial, LLC | 2,625 | $259.0K | 0.04% | +99+3.9% | Added |
| Ground Swell Capital, LLC | 2,612 | $257.7K | 0.59% | +2,612 | New |
| Moneywise, Inc. | 2,586 | $255.1K | 0.14% | 00.0% | Unchanged |
| Twinbeech Capital LP | 2,584 | $254.9K | 0.00% | −99,498−97.5% | Reduced |
| MQS Management LLC | 2,558 | $252.3K | 0.14% | +2,558 | New |
| CWM, LLC | 2,540 | $251.0K | 0.00% | −69−2.6% | Reduced |
| Brown Miller Wealth Management, LLC | 2,516 | $248.2K | 0.09% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 2,489 | $245.5K | 0.00% | −1,613−39.3% | Reduced |
| Beacon Financial Advisory LLC | 2,469 | $243.6K | 0.07% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 2,400 | $236.8K | 0.04% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 2,391 | $235.9K | 0.02% | +2,391 | New |
| SRS Capital Advisors, Inc. | 2,390 | $235.8K | 0.02% | +1,532+178.6% | Added |
| FourThought Financial Partners, LLC | 2,382 | $235.0K | 0.02% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 2,375 | $234.3K | 0.06% | −100−4.0% | Reduced |
| Bridgefront Capital, LLC | 2,356 | $232.4K | 0.07% | −2,678−53.2% | Reduced |
| Hancock Whitney Corp | 2,354 | $232.2K | 0.01% | +55+2.4% | Added |
| Northwestern Mutual Wealth Management Co | 2,339 | $230.7K | 0.00% | +841+56.1% | Added |
| CIBC World Markets Inc. | 2,327 | $229.6K | 0.00% | +2,327 | New |
| Commerce Bank | 2,313 | $228.2K | 0.00% | +150+6.9% | Added |
| Walleye Capital LLC | 2,310 | $227.9K | 0.00% | −10,784−82.4% | Reduced |
| Monetary Management Group Inc | 2,300 | $226.9K | 0.06% | +2,300 | New |
| Hilltop Holdings Inc. | 2,268 | $223.7K | 0.01% | +110+5.1% | Added |
| Clear Creek Financial Management, LLC | 2,255 | $222.5K | 0.02% | +2,255 | New |
| Tower Research Capital LLC (TRC) | 2,253 | $222.3K | 0.01% | −4,003−64.0% | Reduced |
| PharVision Advisers, LLC | 2,242 | $221.2K | 0.31% | +2,242 | New |
| Profund Advisors LLC | 2,235 | $220.5K | 0.01% | −31−1.4% | Reduced |
| Moody Aldrich Partners LLC | 2,216 | $218.6K | 0.05% | −3,171−58.9% | Reduced |
| Congress Wealth Management LLC | 2,204 | $217.6K | 0.00% | −45−2.0% | Reduced |
| Lincoln Capital LLC | 2,123 | $217.2K | 0.05% | +170+8.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 2,170 | $214.1K | 0.01% | −79−3.5% | Reduced |
| Cadinha & Co LLC | 2,157 | $212.8K | 0.05% | −62,184−96.6% | Reduced |
| Gateway Investment Advisers LLC | 2,154 | $212.5K | 0.00% | +121+6.0% | Added |
| Two Sigma Securities, LLC | 2,145 | $211.6K | 0.03% | +2,145 | New |
| Teza Capital Management LLC | 2,138 | $210.9K | 0.10% | +2,138 | New |
| Heritage Investors Management Corp | 2,104 | $208.0K | 0.01% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 2,054 | $202.6K | 0.01% | +2,054 | New |
| Merit Financial Group, LLC | 2,045 | $201.7K | 0.00% | +2,045 | New |
| CIBC Private Wealth Group, LLC | 2,160 | $201.2K | 0.00% | +261+13.7% | Added |
| Altshuler Shaham Ltd | 1,993 | $196.6K | 0.00% | +1,367+218.4% | Added |
| Shell Asset Management Co | 1,990 | $196.0K | 0.01% | +59+3.1% | Added |
| Sunbelt Securities, Inc. | 1,938 | $191.2K | 0.02% | −270−12.2% | Reduced |
| Group One Trading, L.P. | 1,924 | $189.8K | 0.01% | −13,092−87.2% | Reduced |
| Centaurus Financial, Inc. | 1,894 | $187.0K | 0.01% | +54+2.9% | Added |
| Bryn Mawr Trust Co | 1,800 | $177.6K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,598 | $157.6K | 0.01% | −48−2.9% | Reduced |
| Geneos Wealth Management Inc. | 1,517 | $149.7K | 0.01% | +382+33.7% | Added |
| 10Elms LLP | 1,506 | $148.6K | 0.15% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,408 | $138.9K | 0.00% | −117−7.7% | Reduced |
| Icon Wealth Advisors, LLC | 1,346 | $132.8K | 0.01% | +443+49.1% | Added |
| Versant Capital Management, Inc | 1,224 | $120.7K | 0.02% | −1−0.1% | Reduced |
| Quarry LP | 1,214 | $119.8K | 0.03% | −739−37.8% | Reduced |
| Natixis | 1,182 | $115.4K | 0.00% | −16,034−93.1% | Reduced |
| First Horizon Advisors, Inc. | 1,165 | $114.9K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 1,000 | $109.0K | 0.05% | +1,000 | New |
| Huntington National Bank | 1,093 | $107.8K | 0.00% | −554−33.6% | Reduced |
| Ronald Blue Trust, Inc. | 1,042 | $102.8K | 0.00% | +498+91.5% | Added |
| Oakworth Capital, Inc. | 1,005 | $99.1K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 915 | $90.3K | 0.00% | +408+80.5% | Added |
| GWM Advisors LLC | 913 | $90.1K | 0.00% | +54+6.3% | Added |
| CoreCap Advisors, LLC | 877 | $86.5K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 848 | $83.0K | 0.01% | +848 | New |
| Federation des caisses Desjardins du Quebec | 785 | $77.4K | 0.00% | +527+204.3% | Added |
| Amundi | 763 | $72.8K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 721 | $71.1K | 0.00% | +286+65.7% | Added |
| SBI Securities Co., Ltd. | 710 | $70.0K | 0.00% | +189+36.3% | Added |
| TD Waterhouse Canada Inc. | 675 | $67.8K | 0.00% | +25+3.8% | Added |
| Hazlett, Burt & Watson, Inc. | 632 | $63.0K | 0.03% | +417+194.0% | Added |
| AdvisorNet Financial, Inc | 614 | $60.6K | 0.00% | −165−21.2% | Reduced |
| Fortis Group Advisors, LLC | 609 | $60.1K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 609 | $60.1K | 0.01% | +373+158.1% | Added |
| National Bank of Canada | 559 | $55.1K | 0.00% | +440+369.7% | Added |
| Riverview Trust Co | 550 | $54.3K | 0.05% | 00.0% | Unchanged |
| Walleye Trading LLC | 479 | $47.3K | 0.00% | −12,432−96.3% | Reduced |
| Farther Finance Advisors, LLC | 459 | $46.2K | 0.00% | +240+109.6% | Added |
| Sound Income Strategies, LLC | 447 | $44.1K | 0.00% | 00.0% | Unchanged |
| Demars Financial Group, LLC | 4,296,184 | $43.5K | 1.24% | −186,255−4.2% | Reduced |
| V-Square Quantitative Management LLC | 423 | $41.7K | 0.01% | +17+4.2% | Added |
| Caitong International Asset Management Co., Ltd | 399 | $39.4K | 0.03% | −374−48.4% | Reduced |
| HHM Wealth Advisors, LLC | 390 | $38.5K | 0.01% | +100+34.5% | Added |
| Vermillion Wealth Management, Inc. | 363 | $35.8K | 0.01% | +1+0.3% | Added |
| Principal Securities, Inc. | 316 | $35.2K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 354 | $34.9K | 0.00% | +236+200.0% | Added |
| Nomura Asset Management Co Ltd | 350 | $34.5K | 0.00% | 00.0% | Unchanged |
| Compass Financial Services Inc | 330 | $32.6K | 0.02% | +330 | New |