Skip to main content

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.

Institutional holdersQ2 2026: 856 institutions
Q1 2021: 277 institutionsQ2 2021: 286 institutionsQ3 2021: 270 institutionsQ4 2021: 280 institutionsQ1 2022: 292 institutionsQ2 2022: 291 institutionsQ3 2022: 311 institutionsQ4 2022: 348 institutionsQ1 2023: 346 institutionsQ2 2023: 375 institutionsQ3 2023: 389 institutionsQ4 2023: 428 institutionsQ1 2024: 479 institutionsQ2 2024: 496 institutionsQ3 2024: 548 institutionsQ4 2024: 596 institutionsQ1 2025: 606 institutionsQ2 2025: 651 institutionsQ3 2025: 704 institutionsQ4 2025: 761 institutionsQ1 2026: 831 institutionsQ2 2026: 856 institutions
Value heldQ2 2026: $16.5B
Q1 2021: $6.10BQ2 2021: $5.30BQ3 2021: $4.84BQ4 2021: $4.25BQ1 2022: $4.80BQ2 2022: $4.99BQ3 2022: $4.57BQ4 2022: $5.16BQ1 2023: $5.59BQ2 2023: $6.62BQ3 2023: $6.70BQ4 2023: $6.64BQ1 2024: $8.65BQ2 2024: $8.03BQ3 2024: $9.08BQ4 2024: $9.34BQ1 2025: $8.25BQ2 2025: $12.6BQ3 2025: $15.8BQ4 2025: $14.6BQ1 2026: $17.4BQ2 2026: $16.5B
Institutions holding BWXT and their total value by quarter
QuarterHoldersValue
Q2 2026856$16.5B
Q1 2026831$17.4B
Q4 2025761$14.6B
Q3 2025704$15.8B
Q2 2025651$12.6B
Q1 2025606$8.25B
Q4 2024596$9.34B
Q3 2024548$9.08B
Q2 2024496$8.03B
Q1 2024479$8.65B
Q4 2023428$6.64B
Q3 2023389$6.70B
Q2 2023375$6.62B
Q1 2023346$5.59B
Q4 2022348$5.16B
Q3 2022311$4.57B
Q2 2022291$4.99B
Q1 2022292$4.80B
Q4 2021280$4.25B
Q3 2021270$4.84B
Q2 2021286$5.30B
Q1 2021277$6.10B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding BWX Technologies, Inc.; share changes are against Q1 2026.

Institutions holding BWXT in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Legacy Advisors, LLC1,330$258.9K0.02%+291+28.0%Added
Benjamin Edwards Inc1,328$258.5K0.00%+100+8.1%Added
FourThought Financial Partners, LLC1,327$258.3K0.02%−4−0.3%Reduced
Carmel Capital Partners, LLC1,325$257.9K0.09%00.0%Unchanged
Walleye Trading LLC1,323$257.5K0.00%+1,323New
Chicago Partners Investment Group LLC1,426$251.9K0.01%+182+14.6%Added
International Assets Investment Management, LLC1,308$250.1K0.01%+261+24.9%Added
AlphaStar Capital Management, LLC1,282$249.6K0.02%−140−9.8%Reduced
Lionshead Wealth Management, LLC1,273$247.8K0.16%+273+27.3%Added
Busey Wealth Management1,262$245.6K0.01%00.0%Unchanged
Wealthfront Advisers LLC1,262$245.6K0.00%+195+18.3%Added
LBMC Investment Advisors, LLC1,261$245.5K0.01%+1,261New
Dover Advisors, LLC1,417$244.9K0.10%00.0%Unchanged
Warren Averett Asset Management, LLC1,248$242.9K0.00%00.0%Unchanged
Moneywise, Inc.1,236$240.6K0.09%00.0%Unchanged
D.A. Davidson & Co.1,219$237.4K0.00%+108+9.7%Added
HBW Advisory Services LLC1,216$236.6K0.02%+6+0.5%Added
David R. Rahn & Associates Inc.1,213$236.1K0.06%+41+3.5%Added
Jefferies Financial Group Inc.1,206$234.7K0.00%−4,139−77.4%Reduced
360 Financial, Inc.1,203$234.2K0.06%+100+9.1%Added
Johnson Financial Group, LLC1,203$234.2K0.01%+10+0.8%Added
Avestar Capital, LLC1,197$233.0K0.01%−13−1.1%Reduced
Mattson Financial Services, LLC1,337$232.3K0.05%+9+0.7%Added
Kanawha Capital Management LLC1,193$232.1K0.02%00.0%Unchanged
Claret Asset Management Corp1,193$232.0K0.02%+1,193New
Umb Bank N A1,188$231.2K0.00%−31−2.5%Reduced
Essex Savings Bank1,183$230.3K0.05%+3+0.3%Added
Summit Financial, LLC1,179$229.5K0.00%+1,179New
Money Concepts Capital Corp1,172$228.1K0.01%+24+2.1%Added
Verum Partners LLC1,169$227.5K0.03%+1,169New
Ingalls & Snyder LLC1,165$227.0K0.01%00.0%Unchanged
RFG Advisory, LLC1,154$224.6K0.00%−81−6.6%Reduced
Thompson Davis & Co., Inc.1,150$223.8K0.13%00.0%Unchanged
Brighton Jones LLC1,144$222.7K0.00%+1,144New
Gamco Investors, Inc. Et Al1,135$220.9K0.00%00.0%Unchanged
Banque Pictet & Cie SA1,125$219.0K0.00%+1,125New
Meridian Wealth Management, LLC1,124$218.8K0.01%+1,124New
Engineers Gate Manager LP1,111$216.3K0.00%+1,111New
Family Management Corp1,109$215.9K0.02%+1,109New
Kastel Capital Advisors, LLC1,035$211.6K0.13%+1,035New
Checchi Capital Advisers, LLC1,085$211.2K0.01%+1,085New
Symphony Financial, Ltd. Co.1,101$210.5K0.02%+1,101New
Mitchell McLeod Pugh & Williams Inc1,078$209.8K0.03%00.0%Unchanged
Aptus Capital Advisors, LLC1,074$209.1K0.00%+95+9.7%Added
Haverford Trust Co1,067$207.7K0.00%+1,067New
Versant Capital Management, Inc1,066$207.6K0.02%−41−3.7%Reduced
Forbes J M & Co LLP1,060$206.3K0.02%00.0%Unchanged
Grant Private Wealth Management Inc1,057$205.8K0.09%−19−1.8%Reduced
Sanders Morris Harris LLC1,050$204.4K0.12%00.0%Unchanged
Walkner Condon Financial Advisors LLC1,044$203.2K0.02%+1,044New
Larson Financial Group LLC1,040$202.5K0.01%−4−0.4%Reduced
Wealthcare Advisory Partners LLC1,040$202.5K0.00%−9−0.9%Reduced
Retirement Planning Group1,036$201.6K0.01%+1,036New
Gabelli Funds LLC1,032$200.9K0.00%+1,032New
Geneos Wealth Management Inc.1,025$199.5K0.00%00.0%Unchanged
Palladiem, LLC948$184.5K0.18%+1+0.1%Added
Archer Investment Corp925$180.1K0.03%00.0%Unchanged
Rowland & Co Investment Counsel920$179.1K0.03%+250+37.3%Added
TD Waterhouse Canada Inc.895$171.3K0.00%−1−0.1%Reduced
Toth Financial Advisory Corp865$168.4K0.02%+25+3.0%Added
Parallel Advisors, LLC861$167.6K0.00%−752−46.6%Reduced
Quantbot Technologies LP857$166.8K0.01%+565+193.5%Added
Parkside Financial Bank & Trust800$155.7K0.01%+100+14.3%Added
Monetary Management Group Inc800$155.7K0.03%00.0%Unchanged
Barnes Dennig Private Wealth Management LLC766$149.1K0.12%−22−2.8%Reduced
Allworth Financial LP751$146.3K0.00%+223+42.2%Added
Hollencrest Capital Management748$145.6K0.01%+360+92.8%Added
Meeder Asset Management Inc731$142.3K0.01%−3,407−82.3%Reduced
Sterling Capital Management LLC715$139.2K0.00%−1,936−73.0%Reduced
Bryn Mawr Trust Co713$138.8K0.00%−87−10.9%Reduced
Resona Asset Management Co.,Ltd.704$135.0K0.00%+150+27.1%Added
Trust Co of Toledo NA651$126.7K0.01%00.0%Unchanged
Harbor Investment Advisory, LLC645$125.5K0.01%+585+975.0%Added
Forum Finance Group S.A.790$124.0K0.04%00.0%Unchanged
Fortis Group Advisors, LLC609$118.5K0.02%00.0%Unchanged
HHM Wealth Advisors, LLC595$115.8K0.01%00.0%Unchanged
Riverview Trust Co550$107.1K0.13%00.0%Unchanged
AdvisorNet Financial, Inc517$100.6K0.00%−184−26.2%Reduced
Strategic Wealth Partners, Ltd.513$99.8K0.01%−5−1.0%Reduced
Ronald Blue Trust, Inc.512$99.7K0.00%+24+4.9%Added
Jag Capital Management, LLC500$97.3K0.01%+500New
EverSource Wealth Advisors, LLC458$89.2K0.00%−18−3.8%Reduced
Globeflex Capital L P410$79.8K0.01%+410New
Smartleaf Asset Management LLC417$78.9K0.00%00.0%Unchanged
Los Angeles Capital Management LLC403$78.4K0.00%00.0%Unchanged
Massmutual Trust Co FSB402$78.2K0.00%−7−1.7%Reduced
Guardian Partners Inc.400$77.9K0.01%+400New
SHP Wealth Management388$75.4K0.01%+383+7,660.0%Added
First Horizon Corp361$70.3K0.00%00.0%Unchanged
Strategic Advocates LLC353$68.7K0.27%−95−21.2%Reduced
Caldwell Sutter Capital, Inc.323$62.9K0.02%+323New
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.310$60.3K0.18%−604−66.1%Reduced
Stone House Investment Management, LLC310$60.3K0.01%00.0%Unchanged
Avalon Trust Co300$58.4K0.00%00.0%Unchanged
Wolff Wiese Magana LLC300$58.4K0.03%+300New
Nomura Asset Management Co Ltd291$56.6K0.00%−129−30.7%Reduced
Salomon & Ludwin, LLC292$55.8K0.00%−15−4.9%Reduced
Smithfield Trust Co273$54.0K0.00%+13+5.0%Added
Private Trust Co NA269$52.4K0.00%+190+240.5%Added
South State Corp.255$49.6K0.00%00.0%Unchanged