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 2026
Institutional positions in BWX Technologies, Inc. as of Jun 30, 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
- 856
- +35 vs. Q1 2026
- Shares held
- 84.6M
- −406.6K (−0.5%) vs. Q1 2026
- Total value
- $16.5B
- −$869.7M (−5.0%) vs. Q1 2026
- New holders
- 119
- 320 more added
- Sold out
- 84
- 283 more reduced
10 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding BWX Technologies, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Glen Eagle Advisors, LLC | 80 | $15.6K | 0.00% | +80 | New |
| Atlantic Union Bankshares Corp | 81 | $15.8K | 0.00% | +51+170.0% | Added |
| Signature Equity Partners, LLC | 81 | $15.8K | 0.01% | −68−45.6% | Reduced |
| Bogart Wealth, LLC | 82 | $16.0K | 0.00% | +2+2.5% | Added |
| Blue Bell Private Wealth Management, LLC | 84 | $16.4K | 0.00% | +25+42.4% | Added |
| Continuum Advisory, LLC | 86 | $16.7K | 0.00% | +86 | New |
| Action Point Financial Planning, LLC | 93 | $17.7K | 0.00% | +93 | New |
| HM Payson & Co | 100 | $19.5K | 0.00% | −90−47.4% | Reduced |
| Fortitude Family Office, LLC | 100 | $19.5K | 0.00% | −5−4.8% | Reduced |
| Gen-Wealth Partners Inc | 100 | $19.5K | 0.01% | 00.0% | Unchanged |
| Paladin Partners, LLC | 100 | $19.5K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 100 | $19.5K | 0.00% | +5+5.3% | Added |
| Trifecta Capital Advisors, LLC | 100 | $19.5K | 0.00% | +100 | New |
| West Paces Advisors Inc. | 100 | $19.5K | 0.00% | +100 | New |
| Contravisory Investment Management, Inc. | 101 | $19.7K | 0.00% | −7−6.5% | Reduced |
| Bell Investment Advisors, Inc | 102 | $19.9K | 0.00% | +3+3.0% | Added |
| Basecamp Wealth Advisors LLC | 105 | $20.4K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 109 | $21.2K | 0.00% | +40+58.0% | Added |
| Markowski Investments | 111 | $21.6K | 0.00% | +111 | New |
| Carolina Wealth Advisors, LLC | 112 | $21.8K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 112 | $21.8K | 0.00% | +1+0.9% | Added |
| Retirement Wealth Solutions LLC | 117 | $22.8K | 0.01% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 119 | $23.2K | 0.01% | −344−74.3% | Reduced |
| MPWM Advisory Solutions, LLC | 122 | $23.7K | 0.01% | +122 | New |
| Concord Wealth Partners | 123 | $23.9K | 0.00% | +123 | New |
| Valued Wealth Advisors LLC | 124 | $24.2K | 0.01% | −28−18.4% | Reduced |
| Erste Asset Management GmbH | 125 | $24.3K | 0.00% | +125 | New |
| GFS Advisors, LLC | 22,915 | $24.4K | 0.00% | +22,915 | New |
| Rialto Wealth Management, LLC | 126 | $24.5K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 128 | $24.9K | 0.00% | −3−2.3% | Reduced |
| Fedenia Advisers LLC | 132 | $25.7K | 0.01% | +132 | New |
| Close Asset Management Ltd | 136 | $26.0K | 0.00% | −155−53.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 134 | $26.1K | 0.00% | +50+59.5% | Added |
| Richardson Capital Management LLC | 135 | $26.3K | 0.01% | −8−5.6% | Reduced |
| Rothschild Investment LLC | 139 | $27.1K | 0.00% | −104−42.8% | Reduced |
| Security National Bank of So Dak | 147 | $28.6K | 0.01% | +147 | New |
| Elequin Capital LP | 153 | $29.8K | 0.00% | +123+410.0% | Added |
| Atlas Capital Advisors LLC | 158 | $30.8K | 0.00% | +141+829.4% | Added |
| DiNuzzo Private Wealth, Inc. | 161 | $31.3K | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 161 | $31.3K | 0.00% | +24+17.5% | Added |
| Creative Financial Designs Inc | 166 | $32.3K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 171 | $33.3K | 0.00% | −2−1.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 176 | $34.3K | 0.00% | +76+76.0% | Added |
| Aventura Private Wealth, LLC | 178 | $34.7K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 180 | $35.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 186 | $36.2K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 195 | $38.0K | 0.02% | +195 | New |
| Quarry LP | 203 | $39.5K | 0.01% | +129+174.3% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 204 | $39.7K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 217 | $42.2K | 0.02% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 219 | $42.6K | 0.01% | +155+242.2% | Added |
| Quent Capital, LLC | 220 | $42.8K | 0.00% | +3+1.4% | Added |
| Capital Advisors, Ltd. LLC | 225 | $44.0K | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 235 | $45.7K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 241 | $46.9K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 249 | $48.4K | 0.04% | −3−1.2% | Reduced |
| South State Corp. | 255 | $49.6K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 269 | $52.4K | 0.00% | +190+240.5% | Added |
| Smithfield Trust Co | 273 | $54.0K | 0.00% | +13+5.0% | Added |
| Salomon & Ludwin, LLC | 292 | $55.8K | 0.00% | −15−4.9% | Reduced |
| Nomura Asset Management Co Ltd | 291 | $56.6K | 0.00% | −129−30.7% | Reduced |
| Avalon Trust Co | 300 | $58.4K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 300 | $58.4K | 0.03% | +300 | New |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 310 | $60.3K | 0.18% | −604−66.1% | Reduced |
| Stone House Investment Management, LLC | 310 | $60.3K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 323 | $62.9K | 0.02% | +323 | New |
| Strategic Advocates LLC | 353 | $68.7K | 0.27% | −95−21.2% | Reduced |
| First Horizon Corp | 361 | $70.3K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 388 | $75.4K | 0.01% | +383+7,660.0% | Added |
| Guardian Partners Inc. | 400 | $77.9K | 0.01% | +400 | New |
| Massmutual Trust Co FSB | 402 | $78.2K | 0.00% | −7−1.7% | Reduced |
| Los Angeles Capital Management LLC | 403 | $78.4K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 417 | $78.9K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 410 | $79.8K | 0.01% | +410 | New |
| EverSource Wealth Advisors, LLC | 458 | $89.2K | 0.00% | −18−3.8% | Reduced |
| Jag Capital Management, LLC | 500 | $97.3K | 0.01% | +500 | New |
| Ronald Blue Trust, Inc. | 512 | $99.7K | 0.00% | +24+4.9% | Added |
| Strategic Wealth Partners, Ltd. | 513 | $99.8K | 0.01% | −5−1.0% | Reduced |
| AdvisorNet Financial, Inc | 517 | $100.6K | 0.00% | −184−26.2% | Reduced |
| Riverview Trust Co | 550 | $107.1K | 0.13% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 595 | $115.8K | 0.01% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 609 | $118.5K | 0.02% | 00.0% | Unchanged |
| Forum Finance Group S.A. | 790 | $124.0K | 0.04% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 645 | $125.5K | 0.01% | +585+975.0% | Added |
| Trust Co of Toledo NA | 651 | $126.7K | 0.01% | 00.0% | Unchanged |
| Resona Asset Management Co.,Ltd. | 704 | $135.0K | 0.00% | +150+27.1% | Added |
| Bryn Mawr Trust Co | 713 | $138.8K | 0.00% | −87−10.9% | Reduced |
| Sterling Capital Management LLC | 715 | $139.2K | 0.00% | −1,936−73.0% | Reduced |
| Meeder Asset Management Inc | 731 | $142.3K | 0.01% | −3,407−82.3% | Reduced |
| Hollencrest Capital Management | 748 | $145.6K | 0.01% | +360+92.8% | Added |
| Allworth Financial LP | 751 | $146.3K | 0.00% | +223+42.2% | Added |
| Barnes Dennig Private Wealth Management LLC | 766 | $149.1K | 0.12% | −22−2.8% | Reduced |
| Monetary Management Group Inc | 800 | $155.7K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 800 | $155.7K | 0.01% | +100+14.3% | Added |
| Quantbot Technologies LP | 857 | $166.8K | 0.01% | +565+193.5% | Added |
| Parallel Advisors, LLC | 861 | $167.6K | 0.00% | −752−46.6% | Reduced |
| Toth Financial Advisory Corp | 865 | $168.4K | 0.02% | +25+3.0% | Added |
| TD Waterhouse Canada Inc. | 895 | $171.3K | 0.00% | −1−0.1% | Reduced |
| Rowland & Co Investment Counsel | 920 | $179.1K | 0.03% | +250+37.3% | Added |
| Archer Investment Corp | 925 | $180.1K | 0.03% | 00.0% | Unchanged |