Institutional Ownership Bwx Technologies, Inc. (BWXT)
This table provides information about the institutional ownership of Bwx Technologies, Inc. (BWXT). We have compiled data on the 722 institutions that hold shares in the stock, with a total of 85.4 Million shares, which have been reported (via 13F filing form) to have a value of $15.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
47
shares
|
$8,392
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
46
shares
|
$8,213
0.0% of portfolio
|
Q1 2025
Reduced 88.38%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Aug 04, 2025 Q2 2025 |
40
shares
|
$7,142
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
39
shares
|
$6,963
0.0% of portfolio
|
Q2 2025
Reduced 35.0%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
38
shares
|
$6,785
0.0% of portfolio
|
Q2 2025
Reduced 51.28%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
37
shares
|
$6,606
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
33
shares
|
$5,892
0.0% of portfolio
|
Q2 2025
Added 3200.0%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
31
shares
|
$5,535
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
31
shares
|
$5,535
0.0% of portfolio
|
Q2 2025
Reduced 76.34%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Aug 07, 2025 Q2 2025 |
30
shares
|
$5,356
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
30
shares
|
$5,356
0.0% of portfolio
|
Q1 2025
Reduced 60.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
30
shares
|
$5,356
0.0% of portfolio
|
Q2 2025
Added 20.0%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
28
shares
|
$4,999
0.0% of portfolio
|
Q3 2023
Reduced 33.33%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
22
shares
|
$3,928
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
22
shares
|
$3,928
0.0% of portfolio
|
Q2 2025
Reduced 83.21%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
21
shares
|
$3,749
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
Aug 14, 2025 Q2 2025 |
20
shares
|
$3,571
0.0% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
18
shares
|
$3,214
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
16
shares
|
$2,856
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
15
shares
|
$2,678
0.0% of portfolio
|
Q2 2025
Reduced 96.24%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
13
shares
|
$2,321
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
12
shares
|
$2,142
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
11
shares
|
$1,964
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
11
shares
|
$1,964
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
10
shares
|
$1,785
0.0% of portfolio
|
Q1 2025
New holding
|