BWXT · Company research
BWX Technologies, Inc. (BWXT): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
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Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Rosenberg Matthew Hamilton | 1812103 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50 | 9733 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Family Manage LLC | 1539947 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1109 | 215867 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ArrowMark Colorado Holdings LLC | 1483859 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50500 | 9829825 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| RHUMBLINE ADVISERS | 1115418 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 237610 | 46250744 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| State of Tennessee, Department of Treasury | 1587973 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36298 | 7065406 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SIGNATUREFD, LLC | 1456048 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20775 | 4043859 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1423442 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6999 | 1362355 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| JPMORGAN CHASE & CO | 19617 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2209530 | 418960099 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Orion Porfolio Solutions, LLC | 1360533 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14122 | 2748769 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| QRG CAPITAL MANAGEMENT, INC. | 1996454 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2807 | 546368 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| OpenArc Corporate Advisory, LLC | 2111345 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3446 | 670764 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| SHELTON CAPITAL MANAGEMENT | 1002784 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2960 | 576164 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| RITHOLTZ WEALTH MANAGEMENT | 1698218 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3690 | 718259 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Williams Jones Wealth Management, LLC. | 1788587 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5057 | 984345 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 884546 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 682884 | 132923276 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Capital Advisors, Ltd. LLC | 1597878 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 225 | 44 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| FourThought Financial Partners, LLC | 1956790 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1327 | 258301 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| MAI Capital Management | 1040197 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5381 | 1047456 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 1629649 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20609 | 4011542 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| EverSource Wealth Advisors, LLC | 1710537 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17 | 3309 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| GILDER GAGNON HOWE & CO LLC | 902464 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9049 | 1761388 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PROFUND ADVISORS LLC | 1129919 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2079 | 404677 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| TD Waterhouse Canada Inc. | 1999606 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 895 | 171285 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Wedmont Private Capital | 1904274 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1399 | 260214 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Headwater Capital Co Ltd | 2036346 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 80000 | 15572000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ALKEON CAPITAL MANAGEMENT LLC | 1230239 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1692971 | 329536805 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| JFS WEALTH ADVISORS, LLC | 1568068 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 128 | 24916 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Mattson Financial Services, LLC | 2034595 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1337 | 232290 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Firsthand Capital Management, Inc. | 1476179 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2000 | 389300 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Veracity Capital LLC | 1811005 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7153 | 1392252 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| SG Americas Securities, LLC | 1313360 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 67237 | 13088 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Tannin Capital LLC | 2110834 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1697 | 330321 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| GEODE CAPITAL MANAGEMENT, LLC | 1214717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1510325 | 294096784 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Creative Planning | 1540235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18688 | 3637689 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Legacy Wealth Asset Management, LLC | 1846151 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5227 | 1017436 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| BANK OF MONTREAL /CAN/ | 927971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10552 | 2053947 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Vanguard Investments Australia, Ltd. | 1550100 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23296 | 4534566 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Whalen Wealth Management Inc. | 1894447 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3120 | 607308 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| POLEN CAPITAL MANAGEMENT LLC | 1034524 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36974 | 7196989 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Inspire Investing, LLC | 1670139 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 38623 | 7517967 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Financial Management Professionals, Inc. | 1568132 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3 | 584 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Fulton Bank, N.A. | 883782 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6186 | 1204104 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Kastel Capital Advisors, LLC | 2111663 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1035 | 211647 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| ARS Investment Partners, LLC | 733020 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 109004 | 21217629 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| MARSHALL WACE, LLP | 1318757 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 102500 | 19951625 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| VANGUARD ASSET MANAGEMENT, Ltd | 1680208 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 77645 | 15113599 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Centiva Capital, LP | 1692507 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5063 | 985513 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Bahl & Gaynor LLC | 872259 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29103 | 5664899 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| TRUST CO OF VERMONT | 1134008 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 58 | 11290 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Qsemble Capital Management, LP | 1766159 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1849 | 359908 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Grandview Asset Management LLC | 1766791 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3352 | 652510 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| VARCOV Co. | 2078837 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3687 | 717675 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 912938 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 167591 | 32621588 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 922127 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34038 | 6625497 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| FMR LLC | 315066 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 721495 | 140439098 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| NORTH STAR ASSET MANAGEMENT INC | 1056559 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1240 | 241306 | — | — | — | Aug 18, 2026 | SEC_13F_DATASET |
| Modera Wealth Management, LLC | 1542143 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1657 | 322536 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Retirement Wealth Solutions LLC | 2044741 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 117 | 22830 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| ATLAS CAPITAL ADVISORS INC. | 1434165 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17 | 3476 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| California Public Employees Retirement System | 919079 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 139781 | 27208372 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CITIGROUP INC | 831001 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 247844 | 48242835 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Stonebridge Financial Group, LLC | 2009367 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42268 | 8227478 | — | — | — | Jul 6, 2026 | SEC_13F_DATASET |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 1007280 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 55535 | 10809888 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| MACKENZIE FINANCIAL CORP | 919859 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7382 | 1436906 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | 1632105 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1078 | 209833 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Roxbury Financial LLC | 2054149 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5 | 973 | — | — | — | Jul 1, 2026 | SEC_13F_DATASET |
| Balyasny Asset Management L.P. | 1218710 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 161 | 31339 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1644956 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 941233 | 183211003 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| GAMMA Investing LLC | 2010235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3418 | 665314 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Quarry LP | 1965207 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 203 | 39514 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Essex Bank | 1752212 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1183 | 230269 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| ProShare Advisors LLC | 1357955 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3614 | 703466 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Callan Family Office, LLC | 1938970 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9585 | 1865650 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| HRT FINANCIAL LP | 1475597 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31353 | 6102 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Police & Firemen's Retirement System of New Jersey | 2040686 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 41395 | 8057537 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Amundi | 1330387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1928 | 375285 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Belpointe Asset Management LLC | 1721242 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3963 | 771420 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Apollon Wealth Management, LLC | 1764387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2763 | 537782 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Argent Trust Co | 1625292 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7128 | 1387466 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| LBP AM SA | 1970075 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 82164 | 15993223 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.