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 2026
Institutional positions in BWX Technologies, Inc. as of Mar 31, 2026. 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
- 831
- +83 vs. Q4 2025
- Shares held
- 85.2M
- +9.85M (+13.1%) vs. Q4 2025
- Total value
- $17.4B
- +$4.33B (+33.3%) vs. Q4 2025
- New holders
- 163
- 306 more added
- Sold out
- 80
- 239 more reduced
13 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding BWX Technologies, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Zions Bancorporation, National Association | 95 | $19.4K | 0.00% | +18+23.4% | Added |
| CX Institutional | 99 | $20.0K | 0.00% | +88+800.0% | Added |
| Meramec Financial Planners, LLC | 88 | $20.1K | 0.01% | +20+29.4% | Added |
| Bell Investment Advisors, Inc | 99 | $20.2K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 100 | $20.4K | 0.01% | 00.0% | Unchanged |
| Paladin Partners, LLC | 100 | $20.4K | 0.01% | +100 | New |
| Basecamp Wealth Advisors LLC | 105 | $21.5K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 105 | $21.5K | 0.00% | +32+43.8% | Added |
| Bartlett & Co. Wealth Management LLC | 100 | $21.7K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 108 | $22.1K | 0.00% | −10−8.5% | Reduced |
| Berbice Capital Management LLC | 110 | $22.5K | 0.01% | +110 | New |
| Pinnacle Wealth Planning Services, Inc. | 111 | $22.7K | 0.00% | +5+4.7% | Added |
| Carolina Wealth Advisors, LLC | 112 | $22.9K | 0.01% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 117 | $24.0K | 0.02% | −97−45.3% | Reduced |
| Rialto Wealth Management, LLC | 126 | $25.8K | 0.01% | +1+0.8% | Added |
| JFS Wealth Advisors, LLC | 131 | $26.8K | 0.00% | +1+0.8% | Added |
| Balyasny Asset Management LLC | 137 | $28.0K | 0.00% | −3,553−96.3% | Reduced |
| Richardson Capital Management LLC | 143 | $29.2K | 0.01% | +8+5.9% | Added |
| Signature Equity Partners, LLC | 149 | $30.5K | 0.02% | +39+35.5% | Added |
| Valued Wealth Advisors LLC | 152 | $31.2K | 0.01% | +45+42.1% | Added |
| DiNuzzo Private Wealth, Inc. | 161 | $32.9K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 166 | $33.9K | 0.00% | −9−5.1% | Reduced |
| CVA Family Office, LLC | 173 | $35.4K | 0.00% | +93+116.3% | Added |
| Aventura Private Wealth, LLC | 178 | $36.4K | 0.01% | +12+7.2% | Added |
| Farmers & Merchants Investments Inc | 180 | $36.8K | 0.00% | +100+125.0% | Added |
| MV Capital Management, Inc. | 186 | $38.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 190 | $38.9K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 200 | $40.9K | 0.03% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 204 | $41.7K | 0.00% | +204 | New |
| PFS Partners, LLC | 217 | $44.4K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 217 | $44.4K | 0.00% | −14−6.1% | Reduced |
| Capital Advisors, Ltd. LLC | 225 | $46.0K | 0.01% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 235 | $48.1K | 0.01% | 00.0% | Unchanged |
| Havemeyer Place LP | 239 | $48.9K | 0.01% | −4,408−94.9% | Reduced |
| Ancora Advisors, LLC | 241 | $49.3K | 0.00% | −24−9.1% | Reduced |
| Rothschild Investment LLC | 243 | $49.7K | 0.00% | +211+659.4% | Added |
| Vermillion Wealth Management, Inc. | 243 | $49.8K | 0.02% | +6+2.5% | Added |
| Investors Portfolio Services LLC | 252 | $51.6K | 0.05% | +4+1.6% | Added |
| South State Corp. | 255 | $52.1K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 260 | $54.0K | 0.00% | +9+3.6% | Added |
| Root Financial Partners, LLC | 284 | $58.1K | 0.00% | +39+15.9% | Added |
| Quantbot Technologies LP | 292 | $59.7K | 0.00% | +292 | New |
| Close Asset Management Ltd | 291 | $60.0K | 0.00% | +140+92.7% | Added |
| Avalon Trust Co | 300 | $61.3K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 310 | $63.4K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 307 | $66.0K | 0.01% | −14−4.4% | Reduced |
| Golden State Equity Partners | 323 | $66.0K | 0.00% | +323 | New |
| Pilgrim Partners Asia Pte Ltd | 330 | $67.5K | 0.03% | 00.0% | Unchanged |
| First Horizon Corp | 361 | $73.8K | 0.00% | −75−17.2% | Reduced |
| V-Square Quantitative Management LLC | 373 | $76.3K | 0.01% | +8+2.2% | Added |
| Hollencrest Capital Management | 388 | $79.4K | 0.00% | +180+86.5% | Added |
| Smartleaf Asset Management LLC | 417 | $79.9K | 0.00% | +49+13.3% | Added |
| Los Angeles Capital Management LLC | 403 | $82.4K | 0.00% | −65,854−99.4% | Reduced |
| Massmutual Trust Co FSB | 409 | $83.6K | 0.00% | −11−2.6% | Reduced |
| Nomura Asset Management Co Ltd | 420 | $85.9K | 0.00% | −130−23.6% | Reduced |
| Strategic Advocates LLC | 448 | $91.6K | 0.41% | +125+38.7% | Added |
| Wilkerson Advisory Group LLC | 463 | $94.7K | 0.03% | +463 | New |
| EverSource Wealth Advisors, LLC | 476 | $97.4K | 0.00% | +362+317.5% | Added |
| Ronald Blue Trust, Inc. | 488 | $99.8K | 0.00% | −27−5.2% | Reduced |
| Sound Income Strategies, LLC | 486 | $103.5K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 483 | $104.3K | 0.00% | +445+1,171.1% | Added |
| Strategic Wealth Partners, Ltd. | 518 | $105.9K | 0.01% | −53−9.3% | Reduced |
| Allworth Financial LP | 528 | $108.0K | 0.00% | +238+82.1% | Added |
| Resona Asset Management Co.,Ltd. | 554 | $108.5K | 0.00% | −671−54.8% | Reduced |
| Riverview Trust Co | 550 | $112.5K | 0.14% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 595 | $121.7K | 0.01% | +105+21.4% | Added |
| Fortis Group Advisors, LLC | 609 | $124.5K | 0.02% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 619 | $126.6K | 0.05% | +619 | New |
| Trust Co of Toledo NA | 651 | $133.1K | 0.01% | −300−31.5% | Reduced |
| Forum Finance Group S.A. | 790 | $135.0K | 0.07% | +790 | New |
| Rowland & Co Investment Counsel | 670 | $137.0K | 0.03% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 680 | $139.2K | 0.01% | +680 | New |
| Parkside Financial Bank & Trust | 700 | $143.2K | 0.01% | −2−0.3% | Reduced |
| AdvisorNet Financial, Inc | 701 | $143.3K | 0.01% | −25−3.4% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 788 | $161.1K | 0.16% | +5+0.6% | Added |
| Monetary Management Group Inc | 800 | $163.6K | 0.04% | −1,600−66.7% | Reduced |
| Bryn Mawr Trust Co | 800 | $163.6K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 840 | $171.8K | 0.02% | +10+1.2% | Added |
| Optiver Holding B.V. | 856 | $175.0K | 0.01% | +856 | New |
| Employees Retirement System of Texas | 884 | $181.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 914 | $186.9K | 0.46% | −227−19.9% | Reduced |
| Archer Investment Corp | 925 | $189.2K | 0.04% | +900+3,600.0% | Added |
| TD Waterhouse Canada Inc. | 896 | $190.4K | 0.00% | +5+0.6% | Added |
| MSA Advisors, LLC | 947 | $193.7K | 0.06% | +947 | New |
| Floyd Financial Group LLC | 839 | $200.0K | 0.13% | +839 | New |
| Aptus Capital Advisors, LLC | 979 | $200.2K | 0.00% | +979 | New |
| Evanson Asset Management, LLC | 991 | $202.7K | 0.01% | +991 | New |
| CastleKnight Management LP | 1,000 | $204.5K | 0.01% | −1,000−50.0% | Reduced |
| Eagle Global Advisors LLC | 1,000 | $204.5K | 0.01% | +1,000 | New |
| 1492 Capital Management LLC | 1,000 | $204.5K | 0.08% | +1,000 | New |
| Bayshore Capital Advisors, LLC | 1,000 | $204.5K | 0.09% | +1,000 | New |
| Intelligence Driven Advisers, LLC | 1,000 | $204.5K | 0.04% | +1,000 | New |
| Lionshead Wealth Management, LLC | 1,000 | $204.5K | 0.15% | +1,000 | New |
| Diversified Trust Co | 1,011 | $206.7K | 0.00% | +1,011 | New |
| Jamison Private Wealth Management, Inc. | 1,012 | $207.0K | 0.03% | +1,012 | New |
| Meeder Advisory Services, Inc. | 1,019 | $208.4K | 0.01% | +1,019 | New |
| AlphaGrep UK Ltd | 1,024 | $209.4K | 0.06% | +1,024 | New |
| Geneos Wealth Management Inc. | 1,025 | $209.6K | 0.00% | +40+4.1% | Added |
| Moneta Group Investment Advisors LLC | 1,031 | $210.8K | 0.00% | +1,031 | New |
| Legacy Advisors, LLC | 1,039 | $212.5K | 0.03% | +1,039 | New |