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 |
|---|---|---|---|---|---|
| Axxcess Wealth Management, LLC | 3,723 | $761.3K | 0.02% | +632+20.4% | Added |
| Chicago Trust Co NA | 3,735 | $763.8K | 0.12% | 00.0% | Unchanged |
| Huntleigh Advisors, Inc. | 3,862 | $789.7K | 0.14% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 3,876 | $792.6K | 0.04% | 00.0% | Unchanged |
| MAI Capital Management | 3,956 | $808.9K | 0.00% | +763+23.9% | Added |
| Sowell Financial Services LLC | 3,962 | $810.2K | 0.03% | −348−8.1% | Reduced |
| Tower Research Capital LLC (TRC) | 3,981 | $814.1K | 0.02% | +771+24.0% | Added |
| Moseley Investment Management Inc | 3,986 | $815.1K | 0.26% | +139+3.6% | Added |
| Cooper Financial Group | 3,987 | $815.3K | 0.08% | −498−11.1% | Reduced |
| Coppell Advisory Solutions LLC | 4,267 | $817.5K | 0.49% | +27+0.6% | Added |
| GAM Holding AG | 4,012 | $820.4K | 0.07% | −8,095−66.9% | Reduced |
| Crossmark Global Holdings, Inc. | 4,046 | $827.4K | 0.01% | +33+0.8% | Added |
| Kestra Advisory Services, LLC | 4,059 | $829.9K | 0.00% | −158−3.7% | Reduced |
| Knollwood Investment Advisory, LLC | 4,066 | $831.5K | 0.08% | 00.0% | Unchanged |
| Alps Advisors Inc | 4,068 | $831.9K | 0.00% | +1,338+49.0% | Added |
| Petra Financial Advisors Inc | 4,105 | $839.5K | 0.52% | −21−0.5% | Reduced |
| Meeder Asset Management Inc | 4,138 | $846.2K | 0.05% | −720−14.8% | Reduced |
| Commerce Bank | 4,163 | $851.3K | 0.00% | −443−9.6% | Reduced |
| Permanent Capital Management, LP | 3,938 | $852.1K | 0.13% | −900−18.6% | Reduced |
| Chesapeake Capital Corp | 4,216 | $862.1K | 0.62% | 00.0% | Unchanged |
| Iams Wealth Management, LLC | 4,243 | $867.8K | 0.30% | −114−2.6% | Reduced |
| Doliver Advisors, LP | 4,247 | $868.5K | 0.20% | −302−6.6% | Reduced |
| Integrated Wealth Concepts LLC | 4,251 | $869.2K | 0.01% | +4,251 | New |
| Spirepoint Private Client, LLC | 4,254 | $869.8K | 0.08% | +931+28.0% | Added |
| Freemont Management S.A. | 4,300 | $879.3K | 0.16% | −500−10.4% | Reduced |
| Csenge Advisory Group | 4,317 | $882.8K | 0.04% | +4,317 | New |
| Flputnam Investment Management Co | 4,373 | $894.2K | 0.01% | +731+20.1% | Added |
| Clare Market Investments LLC | 4,405 | $900.8K | 0.19% | +4,405 | New |
| CWM, LLC | 4,538 | $928.1K | 0.00% | +1,511+49.9% | Added |
| Maryland State Retirement & Pension System | 4,549 | $930.2K | 0.02% | 00.0% | Unchanged |
| PEAK6 LLC | 4,562 | $932.8K | 0.03% | +4,562 | New |
| Klein Pavlis & Peasley Financial, Inc. | 4,686 | $958.2K | 0.53% | +154+3.4% | Added |
| Yorktown Management & Research Co Inc | 4,700 | $961.1K | 0.80% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 4,703 | $961.7K | 0.03% | +2,858+154.9% | Added |
| Atria Investments LLC | 4,758 | $973.0K | 0.01% | −1,540−24.5% | Reduced |
| Dakota Wealth Management | 4,769 | $975.2K | 0.02% | +4,769 | New |
| Graham Capital Management, L.P. | 4,816 | $984.8K | 0.03% | +3,125+184.8% | Added |
| Utah Retirement Systems | 4,822 | $986.1K | 0.01% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 4,908 | $1.00M | 0.01% | −1,022−17.2% | Reduced |
| Longaeva Partners L.P. | 4,909 | $1.00M | 0.05% | +4,909 | New |
| Rossby Financial, LCC | 4,768 | $1.01M | 0.21% | +375+8.5% | Added |
| Arosa Capital Management LP | 5,000 | $1.02M | 0.67% | −15,000−75.0% | Reduced |
| Coldstream Capital Management Inc | 5,035 | $1.03M | 0.01% | +1,914+61.3% | Added |
| Vestmark Advisory Solutions, Inc. | 5,043 | $1.03M | 0.01% | −30−0.6% | Reduced |
| Qsemble Capital Management, LP | 5,052 | $1.03M | 0.08% | −4,359−46.3% | Reduced |
| Williams Jones Wealth Management, LLC. | 5,057 | $1.03M | 0.01% | 00.0% | Unchanged |
| Danske Bank A/S | 5,133 | $1.05M | 0.00% | +2,631+105.2% | Added |
| Altshuler Shaham Ltd | 5,142 | $1.05M | 0.02% | +624+13.8% | Added |
| Neo Ivy Capital Management | 5,173 | $1.06M | 0.28% | +5,173 | New |
| Harbor Capital Advisors, Inc. | 5,279 | $1.08M | 0.09% | −2,903−35.5% | Reduced |
| Venturi Wealth Management, LLC | 5,330 | $1.09M | 0.05% | +757+16.6% | Added |
| Jefferies Financial Group Inc. | 5,345 | $1.09M | 0.01% | +3,642+213.9% | Added |
| Valeo Financial Advisors, LLC | 5,346 | $1.09M | 0.03% | +81+1.5% | Added |
| Legacy Wealth Asset Management, LLC | 5,353 | $1.09M | 0.27% | +9+0.2% | Added |
| Diversify Wealth Management, LLC | 5,273 | $1.10M | 0.02% | +5,273 | New |
| Park Avenue Securities LLC | 5,424 | $1.11M | 0.01% | +111+2.1% | Added |
| Secured Retirement Advisors, LLC | 5,479 | $1.12M | 0.63% | −49−0.9% | Reduced |
| Oppenheimer & Co Inc | 5,554 | $1.14M | 0.01% | +1,407+33.9% | Added |
| VELA Investment Management, LLC | 5,561 | $1.14M | 0.29% | −134−2.4% | Reduced |
| Mercer Global Advisors Inc | 5,705 | $1.17M | 0.00% | −212−3.6% | Reduced |
| Twin Tree Management, LP | 5,715 | $1.17M | 0.25% | +5,335+1,403.9% | Added |
| Schonfeld Strategic Advisors LLC | 5,731 | $1.17M | 0.01% | +5,731 | New |
| AlTi Global, Inc. | 5,796 | $1.19M | 0.03% | −88−1.5% | Reduced |
| Jane Street Group, LLC | 5,868 | $1.20M | 0.00% | −262,442−97.8% | Reduced |
| Fulton Bank, N.A. | 5,973 | $1.22M | 0.04% | −117−1.9% | Reduced |
| Chase Investment Counsel Corp | 6,029 | $1.23M | 0.32% | +6,029 | New |
| First Citizens Bank & Trust Co | 6,283 | $1.28M | 0.03% | +6,283 | New |
| Western Wealth Management, LLC | 6,309 | $1.29M | 0.05% | +285+4.7% | Added |
| Swiss Life Asset Management Ltd | 6,399 | $1.31M | 0.01% | +181+2.9% | Added |
| Catalyst Funds Management Pty Ltd | 6,602 | $1.35M | 0.23% | +6,602 | New |
| Equitable Holdings, Inc. | 6,881 | $1.36M | 0.01% | +5,607+440.1% | Added |
| Emerald Advisers, LLC | 6,667 | $1.36M | 0.04% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 6,675 | $1.36M | 0.01% | +6,675 | New |
| Argent Trust Co | 6,696 | $1.37M | 0.05% | +30.0% | Added |
| 1832 Asset Management L.P. | 6,710 | $1.37M | 0.00% | −1,790−21.1% | Reduced |
| Clear Creek Financial Management, LLC | 6,726 | $1.38M | 0.11% | +1,645+32.4% | Added |
| Securian Asset Management, Inc | 6,739 | $1.38M | 0.05% | +110+1.7% | Added |
| U.S. Capital Wealth Advisors, LLC | 6,920 | $1.42M | 0.04% | −93−1.3% | Reduced |
| Themes Management Co LLC | 6,931 | $1.42M | 0.87% | +2,235+47.6% | Added |
| Monetta Financial Services Inc | 7,000 | $1.43M | 1.11% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 7,043 | $1.44M | 0.02% | +1,595+29.3% | Added |
| Snowden Capital Advisors LLC | 7,059 | $1.44M | 0.04% | −190−2.6% | Reduced |
| Denali Advisors LLC | 7,089 | $1.45M | 0.16% | −7−0.1% | Reduced |
| Nisa Investment Advisors, LLC | 7,191 | $1.47M | 0.01% | −1,705−19.2% | Reduced |
| Pinebridge Investments LLC | 7,319 | $1.50M | 0.01% | −6,993−48.9% | Reduced |
| Merrion Investment Management Co, LLC | 7,330 | $1.50M | 0.81% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 7,350 | $1.50M | 0.00% | +7,350 | New |
| Advisors Asset Management, Inc. | 7,383 | $1.51M | 0.03% | +437+6.3% | Added |
| Rice Hall James & Associates, LLC | 7,389 | $1.51M | 0.08% | −610−7.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 7,441 | $1.52M | 0.01% | −17−0.2% | Reduced |
| Kestra Private Wealth Services, LLC | 7,485 | $1.53M | 0.02% | −618−7.6% | Reduced |
| Quadrant Capital Group LLC | 7,489 | $1.53M | 0.05% | +1,952+35.3% | Added |
| Marex Group plc | 7,503 | $1.53M | 0.02% | +7,503 | New |
| Allstate Corp | 7,668 | $1.57M | 0.02% | +7,668 | New |
| Federation des caisses Desjardins du Quebec | 7,696 | $1.57M | 0.01% | −1,519−16.5% | Reduced |
| Beacon Pointe Advisors, LLC | 7,783 | $1.59M | 0.01% | −180−2.3% | Reduced |
| Princeton Capital Management LLC | 7,861 | $1.61M | 0.44% | +35+0.4% | Added |
| GWM Advisors LLC | 7,937 | $1.62M | 0.01% | −307−3.7% | Reduced |
| Prospera Financial Services Inc | 7,962 | $1.63M | 0.03% | +481+6.4% | Added |
| Arcadia Investment Management Corp | 8,089 | $1.65M | 0.28% | +980+13.8% | Added |