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, Q2 2025
Institutional positions in BWX Technologies, Inc. as of Jun 30, 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
- 651
- +50 vs. Q1 2025
- Shares held
- 87.5M
- −283.3K (−0.3%) vs. Q1 2025
- Total value
- $12.6B
- +$4.37B (+53.0%) vs. Q1 2025
- New holders
- 124
- 204 more added
- Sold out
- 74
- 232 more reduced
5 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding BWX Technologies, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SummitTX Capital, L.P. | 4,700 | $677.1K | 0.03% | +4,700 | New |
| Crossmark Global Holdings, Inc. | 4,723 | $680.4K | 0.01% | −913−16.2% | Reduced |
| Mackenzie Financial Corp | 4,779 | $688.5K | 0.00% | −185−3.7% | Reduced |
| MML Investors Services, LLC | 4,799 | $691.0K | 0.00% | +54+1.1% | Added |
| Utah Retirement Systems | 4,822 | $694.7K | 0.01% | −78−1.6% | Reduced |
| Summit Trail Advisors, LLC | 4,953 | $713.5K | 0.01% | +4,953 | New |
| Valeo Financial Advisors, LLC | 4,981 | $717.6K | 0.02% | +474+10.5% | Added |
| Illinois Municipal Retirement Fund | 4,987 | $718.4K | 0.01% | −9,033−64.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 5,057 | $728.5K | 0.01% | 00.0% | Unchanged |
| Cooper Financial Group | 5,095 | $734.0K | 0.09% | −1,478−22.5% | Reduced |
| Sterling Capital Management LLC | 5,159 | $743.2K | 0.01% | +1,063+26.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 5,201 | $749.3K | 0.02% | +5,201 | New |
| Quadrant Capital Group LLC | 5,225 | $752.7K | 0.03% | +4,504+624.7% | Added |
| Fox Run Management, L.L.C. | 5,318 | $766.1K | 0.13% | −9,945−65.2% | Reduced |
| Empowered Funds, LLC | 5,377 | $774.6K | 0.01% | +937+21.1% | Added |
| Verition Fund Management LLC | 5,400 | $777.9K | 0.00% | −27,536−83.6% | Reduced |
| Toronto Dominion Bank | 5,464 | $788.0K | 0.00% | +1,000+22.4% | Added |
| AlTi Global, Inc. | 5,783 | $796.0K | 0.02% | +2,471+74.6% | Added |
| Iams Wealth Management, LLC | 5,535 | $797.4K | 0.37% | −508−8.4% | Reduced |
| Western Wealth Management, LLC | 5,544 | $798.7K | 0.05% | +3,153+131.9% | Added |
| Fulton Bank, N.A. | 5,592 | $805.6K | 0.03% | −952−14.5% | Reduced |
| CastleKnight Management LP | 5,700 | $821.1K | 0.05% | −4,100−41.8% | Reduced |
| CI Private Wealth, LLC | 5,819 | $838.3K | 0.00% | +8+0.1% | Added |
| Argent Trust Co | 5,821 | $838.6K | 0.03% | −132−2.2% | Reduced |
| Oppenheimer Asset Management Inc. | 5,871 | $845.8K | 0.01% | −1,396−19.2% | Reduced |
| Venturi Wealth Management, LLC | 5,878 | $846.8K | 0.04% | −334−5.4% | Reduced |
| Congress Wealth Management LLC | 5,940 | $855.7K | 0.01% | +3,736+169.5% | Added |
| Oak Thistle LLC | 5,958 | $858.3K | 0.13% | +1,503+33.7% | Added |
| Aubrey Capital Management Ltd | 6,080 | $871.5K | 0.32% | +180+3.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 6,060 | $873.0K | 0.01% | +487+8.7% | Added |
| Scientech Research LLC | 6,068 | $874.2K | 0.21% | −3,515−36.7% | Reduced |
| Landscape Capital Management, L.L.C. | 6,167 | $888.4K | 0.07% | −1,924−23.8% | Reduced |
| Advisors Asset Management, Inc. | 6,342 | $913.6K | 0.02% | −72−1.1% | Reduced |
| State of Wyoming | 6,488 | $934.7K | 0.11% | +2,548+64.7% | Added |
| Pathstone Holdings, LLC | 6,505 | $937.1K | 0.00% | +2,159+49.7% | Added |
| O'Shaughnessy Asset Management, LLC | 6,546 | $943.0K | 0.01% | +1,692+34.9% | Added |
| Atria Investments LLC | 6,727 | $969.1K | 0.01% | +23+0.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 6,793 | $979.0K | 0.00% | −516−7.1% | Reduced |
| Prospera Financial Services Inc | 6,807 | $980.7K | 0.02% | +884+14.9% | Added |
| Avantax Advisory Services, Inc. | 6,838 | $985.1K | 0.01% | −298−4.2% | Reduced |
| Quest Partners LLC | 6,891 | $992.7K | 0.10% | −594−7.9% | Reduced |
| Ewing Morris & Co. Investment Partners Ltd. | 6,900 | $994.0K | 0.45% | +6,900 | New |
| Securian Asset Management, Inc | 6,913 | $995.9K | 0.03% | 00.0% | Unchanged |
| Waratah Capital Advisors Ltd. | 6,924 | $997.5K | 0.07% | +6,924 | New |
| Concurrent Investment Advisors, LLC | 6,925 | $997.6K | 0.02% | +544+8.5% | Added |
| Portland Investment Counsel Inc. | 7,000 | $1.00M | 0.29% | +500+7.7% | Added |
| GWM Advisors LLC | 7,030 | $1.01M | 0.01% | +6,117+670.0% | Added |
| Doliver Advisors, LP | 7,176 | $1.03M | 0.28% | +7,176 | New |
| Merrion Investment Management Co, LLC | 7,330 | $1.06M | 0.69% | −140−1.9% | Reduced |
| Main Management ETF Advisors, LLC | 7,327 | $1.06M | 0.04% | +120+1.7% | Added |
| NJ State Employees Deferred Compensation Plan | 7,500 | $1.08M | 0.13% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 7,521 | $1.08M | 0.04% | −1,777−19.1% | Reduced |
| Beacon Pointe Advisors, LLC | 7,547 | $1.09M | 0.01% | +26+0.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 7,744 | $1.11M | 0.00% | −25,319−76.6% | Reduced |
| Mariner, LLC | 7,762 | $1.12M | 0.00% | −4,481−36.6% | Reduced |
| Truist Financial Corp | 7,946 | $1.14M | 0.00% | −699−8.1% | Reduced |
| Arosa Capital Management LP | 8,000 | $1.15M | 0.84% | −3,000−27.3% | Reduced |
| Princeton Capital Management LLC | 8,034 | $1.16M | 0.34% | +354+4.6% | Added |
| Legacy Wealth Asset Management, LLC | 8,036 | $1.16M | 0.29% | −119−1.5% | Reduced |
| Gilder Gagnon Howe & Co LLC | 8,062 | $1.16M | 0.01% | +8,062 | New |
| Callan Family Office, LLC | 8,141 | $1.17M | 0.04% | +2,121+35.2% | Added |
| Cerity Partners LLC | 8,244 | $1.19M | 0.00% | −5,124−38.3% | Reduced |
| Williamson Legacy Group, LLC | 8,348 | $1.20M | 1.01% | +8,348 | New |
| Van Hulzen Asset Management, LLC | 8,429 | $1.21M | 0.10% | −1,110−11.6% | Reduced |
| Kovitz Investment Group Partners, LLC | 8,685 | $1.25M | 0.01% | −2,606−23.1% | Reduced |
| Simplex Trading, LLC | 8,749 | $1.26M | 0.03% | −10,774−55.2% | Reduced |
| Pacific Capital Partners Ltd | 8,750 | $1.26M | 1.18% | −3,750−30.0% | Reduced |
| Oppenheimer & Co Inc | 8,811 | $1.27M | 0.02% | +8,811 | New |
| JustInvest LLC | 8,909 | $1.28M | 0.01% | +978+12.3% | Added |
| Cascade Investment Advisors, Inc. | 8,980 | $1.29M | 0.83% | +8,980 | New |
| Veracity Capital LLC | 8,994 | $1.30M | 0.45% | +2,577+40.2% | Added |
| Public Employees Retirement Association of Colorado | 9,174 | $1.32M | 0.01% | −505−5.2% | Reduced |
| Man Group plc | 9,199 | $1.33M | 0.00% | −13,186−58.9% | Reduced |
| Secured Retirement Advisors, LLC | 9,498 | $1.37M | 0.82% | −25−0.3% | Reduced |
| Klein Pavlis & Peasley Financial, Inc. | 9,553 | $1.38M | 0.92% | −301−3.1% | Reduced |
| Pecaut & Co. | 9,635 | $1.39M | 0.46% | 00.0% | Unchanged |
| Kore Advisors LP | 10,000 | $1.44M | 1.89% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 10,032 | $1.45M | 0.00% | −1,428−12.5% | Reduced |
| Radnor Capital Management, LLC | 10,435 | $1.50M | 0.24% | +10,435 | New |
| US Bancorp | 10,627 | $1.53M | 0.00% | −1,725−14.0% | Reduced |
| Future Fund LLC | 10,887 | $1.57M | 0.70% | +10,887 | New |
| Snowden Capital Advisors LLC | 11,039 | $1.59M | 0.05% | −4,155−27.3% | Reduced |
| Creative Planning | 11,315 | $1.63M | 0.00% | +3,758+49.7% | Added |
| Barbara Oil Co. | 11,675 | $1.68M | 0.66% | 00.0% | Unchanged |
| Xponance, Inc. | 11,696 | $1.68M | 0.01% | −480−3.9% | Reduced |
| Aristides Capital LLC | 11,770 | $1.70M | 0.54% | −11,770−50.0% | Reduced |
| Adalta Capital Management LLC | 11,770 | $1.70M | 0.85% | +1,435+13.9% | Added |
| Rice Hall James & Associates, LLC | 11,862 | $1.71M | 0.09% | −132−1.1% | Reduced |
| Heartland Advisors Inc | 12,306 | $1.77M | 0.10% | −822−6.3% | Reduced |
| Denali Advisors LLC | 12,415 | $1.79M | 0.19% | −262−2.1% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 13,162 | $1.90M | 0.00% | −1,355−9.3% | Reduced |
| Los Angeles Capital Management LLC | 13,207 | $1.90M | 0.01% | +13,207 | New |
| Financial Sense Advisors, Inc. | 13,613 | $1.96M | 0.48% | +13+0.1% | Added |
| Janney Montgomery Scott LLC | 13,661 | $1.97M | 0.01% | +69+0.5% | Added |
| Holocene Advisors, LP | 13,870 | $2.00M | 0.00% | +3,468+33.3% | Added |
| Freemont Management S.A. | 13,900 | $2.00M | 0.33% | +3,200+29.9% | Added |
| Pictet Asset Management Holding SA | 13,943 | $2.01M | 0.00% | −108−0.8% | Reduced |
| Voleon Capital Management LP | 14,008 | $2.02M | 0.11% | −16,253−53.7% | Reduced |
| Group One Trading, L.P. | 14,822 | $2.14M | 0.07% | +12,898+670.4% | Added |
| Torray LLC | 15,106 | $2.18M | 0.32% | −47−0.3% | Reduced |