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 |
|---|---|---|---|---|---|
| Palladiem, LLC | 948 | $184.5K | 0.18% | +1+0.1% | Added |
| Geneos Wealth Management Inc. | 1,025 | $199.5K | 0.00% | 00.0% | Unchanged |
| Gabelli Funds LLC | 1,032 | $200.9K | 0.00% | +1,032 | New |
| Retirement Planning Group | 1,036 | $201.6K | 0.01% | +1,036 | New |
| Wealthcare Advisory Partners LLC | 1,040 | $202.5K | 0.00% | −9−0.9% | Reduced |
| Larson Financial Group LLC | 1,040 | $202.5K | 0.01% | −4−0.4% | Reduced |
| Walkner Condon Financial Advisors LLC | 1,044 | $203.2K | 0.02% | +1,044 | New |
| Sanders Morris Harris LLC | 1,050 | $204.4K | 0.12% | 00.0% | Unchanged |
| Grant Private Wealth Management Inc | 1,057 | $205.8K | 0.09% | −19−1.8% | Reduced |
| Forbes J M & Co LLP | 1,060 | $206.3K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,066 | $207.6K | 0.02% | −41−3.7% | Reduced |
| Haverford Trust Co | 1,067 | $207.7K | 0.00% | +1,067 | New |
| Aptus Capital Advisors, LLC | 1,074 | $209.1K | 0.00% | +95+9.7% | Added |
| Mitchell McLeod Pugh & Williams Inc | 1,078 | $209.8K | 0.03% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 1,101 | $210.5K | 0.02% | +1,101 | New |
| Checchi Capital Advisers, LLC | 1,085 | $211.2K | 0.01% | +1,085 | New |
| Kastel Capital Advisors, LLC | 1,035 | $211.6K | 0.13% | +1,035 | New |
| Family Management Corp | 1,109 | $215.9K | 0.02% | +1,109 | New |
| Engineers Gate Manager LP | 1,111 | $216.3K | 0.00% | +1,111 | New |
| Meridian Wealth Management, LLC | 1,124 | $218.8K | 0.01% | +1,124 | New |
| Banque Pictet & Cie SA | 1,125 | $219.0K | 0.00% | +1,125 | New |
| Gamco Investors, Inc. Et Al | 1,135 | $220.9K | 0.00% | 00.0% | Unchanged |
| Brighton Jones LLC | 1,144 | $222.7K | 0.00% | +1,144 | New |
| Thompson Davis & Co., Inc. | 1,150 | $223.8K | 0.13% | 00.0% | Unchanged |
| RFG Advisory, LLC | 1,154 | $224.6K | 0.00% | −81−6.6% | Reduced |
| Ingalls & Snyder LLC | 1,165 | $227.0K | 0.01% | 00.0% | Unchanged |
| Verum Partners LLC | 1,169 | $227.5K | 0.03% | +1,169 | New |
| Money Concepts Capital Corp | 1,172 | $228.1K | 0.01% | +24+2.1% | Added |
| Summit Financial, LLC | 1,179 | $229.5K | 0.00% | +1,179 | New |
| Essex Savings Bank | 1,183 | $230.3K | 0.05% | +3+0.3% | Added |
| Umb Bank N A | 1,188 | $231.2K | 0.00% | −31−2.5% | Reduced |
| Claret Asset Management Corp | 1,193 | $232.0K | 0.02% | +1,193 | New |
| Kanawha Capital Management LLC | 1,193 | $232.1K | 0.02% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 1,337 | $232.3K | 0.05% | +9+0.7% | Added |
| Avestar Capital, LLC | 1,197 | $233.0K | 0.01% | −13−1.1% | Reduced |
| Johnson Financial Group, LLC | 1,203 | $234.2K | 0.01% | +10+0.8% | Added |
| 360 Financial, Inc. | 1,203 | $234.2K | 0.06% | +100+9.1% | Added |
| Jefferies Financial Group Inc. | 1,206 | $234.7K | 0.00% | −4,139−77.4% | Reduced |
| David R. Rahn & Associates Inc. | 1,213 | $236.1K | 0.06% | +41+3.5% | Added |
| HBW Advisory Services LLC | 1,216 | $236.6K | 0.02% | +6+0.5% | Added |
| D.A. Davidson & Co. | 1,219 | $237.4K | 0.00% | +108+9.7% | Added |
| Moneywise, Inc. | 1,236 | $240.6K | 0.09% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 1,248 | $242.9K | 0.00% | 00.0% | Unchanged |
| Dover Advisors, LLC | 1,417 | $244.9K | 0.10% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 1,261 | $245.5K | 0.01% | +1,261 | New |
| Busey Wealth Management | 1,262 | $245.6K | 0.01% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 1,262 | $245.6K | 0.00% | +195+18.3% | Added |
| Lionshead Wealth Management, LLC | 1,273 | $247.8K | 0.16% | +273+27.3% | Added |
| AlphaStar Capital Management, LLC | 1,282 | $249.6K | 0.02% | −140−9.8% | Reduced |
| International Assets Investment Management, LLC | 1,308 | $250.1K | 0.01% | +261+24.9% | Added |
| Chicago Partners Investment Group LLC | 1,426 | $251.9K | 0.01% | +182+14.6% | Added |
| Walleye Trading LLC | 1,323 | $257.5K | 0.00% | +1,323 | New |
| Carmel Capital Partners, LLC | 1,325 | $257.9K | 0.09% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 1,327 | $258.3K | 0.02% | −4−0.3% | Reduced |
| Benjamin Edwards Inc | 1,328 | $258.5K | 0.00% | +100+8.1% | Added |
| Legacy Advisors, LLC | 1,330 | $258.9K | 0.02% | +291+28.0% | Added |
| Ascent Group, LLC | 1,334 | $259.7K | 0.01% | +1,334 | New |
| Wedmont Private Capital | 1,399 | $260.2K | 0.01% | −103−6.9% | Reduced |
| Banque Cantonale Vaudoise | 1,346 | $262.0K | 0.01% | −2,228−62.3% | Reduced |
| Brown Financial Advisors | 1,348 | $262.4K | 0.09% | +15+1.1% | Added |
| SBI Securities Co., Ltd. | 1,352 | $263.2K | 0.01% | +221+19.5% | Added |
| Balboa Wealth Partners | 1,370 | $266.7K | 0.04% | +1,370 | New |
| SFMG, LLC | 1,387 | $270.0K | 0.02% | −265−16.0% | Reduced |
| Donaldson Capital Management, LLC | 1,394 | $271.3K | 0.01% | +1,394 | New |
| Harbour Investments, Inc. | 1,395 | $271.5K | 0.00% | +134+10.6% | Added |
| Wellington Shields Capital Management, LLC | 1,400 | $272.5K | 0.03% | 00.0% | Unchanged |
| Stegent Equity Advisors, Inc. | 1,404 | $273.3K | 0.20% | −295−17.4% | Reduced |
| FCG Investment Co | 1,409 | $274.3K | 0.09% | +140+11.0% | Added |
| MinichMacGregor Wealth Management, LLC | 1,412 | $274.8K | 0.04% | +1,412 | New |
| Simmons Bank | 1,415 | $275.4K | 0.02% | +1,415 | New |
| TCFG Investment Advisors, LLC | 1,419 | $276.2K | 0.09% | +83+6.2% | Added |
| Essex Financial Services, Inc. | 1,422 | $276.8K | 0.01% | +33+2.4% | Added |
| Aries Wealth Management | 1,422 | $276.8K | 0.05% | +280+24.5% | Added |
| First Nebraska Trust Co | 1,500 | $292.0K | 0.02% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 1,501 | $292.2K | 0.01% | 00.0% | Unchanged |
| 10Elms LLP | 1,506 | $293.1K | 0.12% | 00.0% | Unchanged |
| DSM Capital Partners LLC | 1,506 | $293.1K | 0.01% | +1,506 | New |
| Wedbush Securities Inc | 1,508 | $294.0K | 0.01% | +201+15.4% | Added |
| Panagora Asset Management Inc | 1,515 | $294.9K | 0.00% | −90−5.6% | Reduced |
| SMART Wealth LLC | 1,534 | $298.5K | 0.06% | −464−23.2% | Reduced |
| Greenleaf Trust | 1,544 | $300.5K | 0.00% | +148+10.6% | Added |
| Lido Advisors, LLC | 1,575 | $306.6K | 0.00% | +225+16.7% | Added |
| Granite Investment Partners, LLC | 1,579 | $307.4K | 0.02% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 1,585 | $308.5K | 0.11% | −100−5.9% | Reduced |
| Michael B. Yongue | 1,598 | $311.1K | 0.22% | −540−25.3% | Reduced |
| Capital Advisors Wealth Management, LLC | 1,603 | $312.0K | 0.04% | +16+1.0% | Added |
| Keystone Financial Group | 1,644 | $320.0K | 0.02% | +599+57.3% | Added |
| Acropolis Investment Management, LLC | 1,645 | $320.2K | 0.01% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 1,651 | $321.4K | 0.08% | +454+37.9% | Added |
| Perigon Wealth Management, LLC | 1,652 | $321.5K | 0.01% | +125+8.2% | Added |
| Vontobel Holding Ltd. | 1,653 | $321.8K | 0.00% | −1,789−52.0% | Reduced |
| Squarepoint Ops LLC | 1,655 | $322.1K | 0.00% | +1,655 | New |
| Modera Wealth Management, LLC | 1,657 | $322.5K | 0.00% | −100−5.7% | Reduced |
| Torrey Growth & Income Advisors | 1,700 | $322.6K | 0.11% | 00.0% | Unchanged |
| Lincoln Capital LLC | 1,660 | $323.0K | 0.06% | +2+0.1% | Added |
| Pettyjohn, Wood & White, Inc | 1,662 | $323.5K | 0.05% | +150+9.9% | Added |
| Vise Technologies, Inc. | 1,666 | $324.3K | 0.00% | +1,666 | New |
| Glenmede Trust Co NA | 1,680 | $327.0K | 0.00% | −17−1.0% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 1,687 | $327.5K | 0.02% | +523+44.9% | Added |
| CIBC World Markets Inc. | 1,693 | $329.5K | 0.00% | −630−27.1% | Reduced |