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 |
|---|---|---|---|---|---|
| HBW Advisory Services LLC | 1,210 | $247.4K | 0.03% | +1,210 | New |
| Peregrine Asset Advisers, Inc. | 1,200 | $245.4K | 0.07% | +1,200 | New |
| Independent Wealth Network Inc. | 1,197 | $244.8K | 0.07% | +1,197 | New |
| Johnson Financial Group, LLC | 1,193 | $244.0K | 0.02% | +1,193 | New |
| Kanawha Capital Management LLC | 1,193 | $243.9K | 0.02% | −220−15.6% | Reduced |
| Guidance Capital, Inc | 1,176 | $242.4K | 0.05% | −16−1.3% | Reduced |
| Essex Savings Bank | 1,180 | $241.3K | 0.05% | +2+0.2% | Added |
| David R. Rahn & Associates Inc. | 1,172 | $239.7K | 0.07% | +1,172 | New |
| Turtle Creek Wealth Advisors, LLC | 1,164 | $238.0K | 0.02% | +1,164 | New |
| Ingalls & Snyder LLC | 1,165 | $238.0K | 0.01% | −10−0.9% | Reduced |
| Wellspring Financial Advisors, LLC | 1,157 | $236.6K | 0.02% | +1,157 | New |
| Thompson Davis & Co., Inc. | 1,150 | $235.2K | 0.16% | +1,150 | New |
| Money Concepts Capital Corp | 1,148 | $234.8K | 0.01% | +1,148 | New |
| Aries Wealth Management | 1,142 | $233.5K | 0.05% | +1,142 | New |
| Gamco Investors, Inc. Et Al | 1,135 | $232.0K | 0.00% | +1,135 | New |
| SBI Securities Co., Ltd. | 1,131 | $231.3K | 0.01% | +52+4.8% | Added |
| Ground Swell Capital, LLC | 1,119 | $228.8K | 0.45% | +1,119 | New |
| D.A. Davidson & Co. | 1,111 | $227.3K | 0.00% | +1,111 | New |
| Versant Capital Management, Inc | 1,107 | $226.3K | 0.02% | −23−2.0% | Reduced |
| 360 Financial, Inc. | 1,103 | $225.5K | 0.07% | +1,103 | New |
| Keystone Financial Group | 1,045 | $224.6K | 0.02% | +1,045 | New |
| International Assets Investment Management, LLC | 1,047 | $222.9K | 0.02% | +1,047 | New |
| Financiere des Professionnels - Fonds d,investissement inc. | 1,082 | $221.3K | 0.01% | −1,137−51.2% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 1,078 | $220.4K | 0.03% | 00.0% | Unchanged |
| Grant Private Wealth Management Inc | 1,076 | $220.0K | 0.12% | −225−17.3% | Reduced |
| Wealthfront Advisers LLC | 1,067 | $218.2K | 0.00% | +1,067 | New |
| Palladiem, LLC | 947 | $218.0K | 0.21% | +1+0.1% | Added |
| Forbes J M & Co LLP | 1,060 | $216.8K | 0.02% | +1,060 | New |
| Sanders Morris Harris LLC | 1,050 | $214.7K | 0.03% | +1,050 | New |
| Wealthcare Advisory Partners LLC | 1,049 | $214.5K | 0.00% | +1,049 | New |
| Larson Financial Group LLC | 1,044 | $213.4K | 0.01% | +2+0.2% | Added |
| Legacy Advisors, LLC | 1,039 | $212.5K | 0.03% | +1,039 | New |
| Moneta Group Investment Advisors LLC | 1,031 | $210.8K | 0.00% | +1,031 | New |
| Geneos Wealth Management Inc. | 1,025 | $209.6K | 0.00% | +40+4.1% | Added |
| AlphaGrep UK Ltd | 1,024 | $209.4K | 0.06% | +1,024 | New |
| Meeder Advisory Services, Inc. | 1,019 | $208.4K | 0.01% | +1,019 | New |
| Jamison Private Wealth Management, Inc. | 1,012 | $207.0K | 0.03% | +1,012 | New |
| Diversified Trust Co | 1,011 | $206.7K | 0.00% | +1,011 | 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 |
| Evanson Asset Management, LLC | 991 | $202.7K | 0.01% | +991 | New |
| Aptus Capital Advisors, LLC | 979 | $200.2K | 0.00% | +979 | New |
| Floyd Financial Group LLC | 839 | $200.0K | 0.13% | +839 | New |
| MSA Advisors, LLC | 947 | $193.7K | 0.06% | +947 | New |
| TD Waterhouse Canada Inc. | 896 | $190.4K | 0.00% | +5+0.6% | Added |
| Archer Investment Corp | 925 | $189.2K | 0.04% | +900+3,600.0% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 914 | $186.9K | 0.46% | −227−19.9% | Reduced |
| Employees Retirement System of Texas | 884 | $181.0K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 856 | $175.0K | 0.01% | +856 | New |
| Toth Financial Advisory Corp | 840 | $171.8K | 0.02% | +10+1.2% | 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 |
| Barnes Dennig Private Wealth Management LLC | 788 | $161.1K | 0.16% | +5+0.6% | Added |
| AdvisorNet Financial, Inc | 701 | $143.3K | 0.01% | −25−3.4% | Reduced |
| Parkside Financial Bank & Trust | 700 | $143.2K | 0.01% | −2−0.3% | Reduced |
| Purpose Unlimited Inc. | 680 | $139.2K | 0.01% | +680 | New |
| Rowland & Co Investment Counsel | 670 | $137.0K | 0.03% | 00.0% | Unchanged |
| Forum Finance Group S.A. | 790 | $135.0K | 0.07% | +790 | New |
| Trust Co of Toledo NA | 651 | $133.1K | 0.01% | −300−31.5% | Reduced |
| Sittner & Nelson, LLC | 619 | $126.6K | 0.05% | +619 | New |
| Fortis Group Advisors, LLC | 609 | $124.5K | 0.02% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 595 | $121.7K | 0.01% | +105+21.4% | Added |
| Riverview Trust Co | 550 | $112.5K | 0.14% | 00.0% | Unchanged |
| Resona Asset Management Co.,Ltd. | 554 | $108.5K | 0.00% | −671−54.8% | Reduced |
| Allworth Financial LP | 528 | $108.0K | 0.00% | +238+82.1% | Added |
| Strategic Wealth Partners, Ltd. | 518 | $105.9K | 0.01% | −53−9.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 483 | $104.3K | 0.00% | +445+1,171.1% | Added |
| Sound Income Strategies, LLC | 486 | $103.5K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 488 | $99.8K | 0.00% | −27−5.2% | Reduced |
| EverSource Wealth Advisors, LLC | 476 | $97.4K | 0.00% | +362+317.5% | Added |
| Wilkerson Advisory Group LLC | 463 | $94.7K | 0.03% | +463 | New |
| Strategic Advocates LLC | 448 | $91.6K | 0.41% | +125+38.7% | Added |
| Nomura Asset Management Co Ltd | 420 | $85.9K | 0.00% | −130−23.6% | Reduced |
| Massmutual Trust Co FSB | 409 | $83.6K | 0.00% | −11−2.6% | Reduced |
| Los Angeles Capital Management LLC | 403 | $82.4K | 0.00% | −65,854−99.4% | Reduced |
| Smartleaf Asset Management LLC | 417 | $79.9K | 0.00% | +49+13.3% | Added |
| Hollencrest Capital Management | 388 | $79.4K | 0.00% | +180+86.5% | Added |
| V-Square Quantitative Management LLC | 373 | $76.3K | 0.01% | +8+2.2% | Added |
| First Horizon Corp | 361 | $73.8K | 0.00% | −75−17.2% | Reduced |
| Pilgrim Partners Asia Pte Ltd | 330 | $67.5K | 0.03% | 00.0% | Unchanged |
| Golden State Equity Partners | 323 | $66.0K | 0.00% | +323 | New |
| Salomon & Ludwin, LLC | 307 | $66.0K | 0.01% | −14−4.4% | Reduced |
| Stone House Investment Management, LLC | 310 | $63.4K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 300 | $61.3K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 291 | $60.0K | 0.00% | +140+92.7% | Added |
| Quantbot Technologies LP | 292 | $59.7K | 0.00% | +292 | New |
| Root Financial Partners, LLC | 284 | $58.1K | 0.00% | +39+15.9% | Added |
| Smithfield Trust Co | 260 | $54.0K | 0.00% | +9+3.6% | Added |
| South State Corp. | 255 | $52.1K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 252 | $51.6K | 0.05% | +4+1.6% | Added |
| Vermillion Wealth Management, Inc. | 243 | $49.8K | 0.02% | +6+2.5% | Added |
| Rothschild Investment LLC | 243 | $49.7K | 0.00% | +211+659.4% | Added |
| Ancora Advisors, LLC | 241 | $49.3K | 0.00% | −24−9.1% | Reduced |
| Havemeyer Place LP | 239 | $48.9K | 0.01% | −4,408−94.9% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 235 | $48.1K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 225 | $46.0K | 0.01% | 00.0% | Unchanged |