Who owns BWX
Which tracked institutional funds hold BWX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BWX company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
20 tracked funds added or opened BWX while 30 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
BWX’s largest tracked holder by dollar value, Cerity Partners OCIO LLC, sizes it at 8.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 8.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BWX divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 149 tracked filers holding BWX, 68 increased or opened the position and 87 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in BWX between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 4
- ALLIANCEBERNSTEIN L.P.$5M
- OceanIQ Capital, LLC$559K
- Coppell Advisory Solutions LLC$548K
- CITADEL ADVISORS LLC$504K
Full exits 10
- FLC Capital Advisors$9M
- rebel Financial LLC$6M
- Point Nemo Capital, LLC$6M
- CROBAN$5M
- Janney Montgomery Scott LLC$4M
- HANCOCK WHITNEY CORP$2M
Largest adds
- Cerity Partners OCIO LLC$14M
- MORGAN STANLEY$4M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- Farther Finance Advisors, LLC$2M
- UBS Group AG$847K
- JONES FINANCIAL COMPANIES LLLP$837K
Largest trims
- CI INVESTMENTS INC.$47M
- JANE STREET GROUP, LLC$42M
- STATE STREET CORP$23M
- MANUFACTURERS LIFE INSURANCE COMPANY, THE$18M
- WealthShield Partners, LLC$8M
- JPMORGAN CHASE & CO$7M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Cerity Partners OCIO LLC added | 7,812,961 | $169M | 24.3% | 2026-Q2 |
| CI INVESTMENTS INC. trimmed | 4,435,253 | $96M | 13.8% | 2026-Q2 |
| MORGAN STANLEY added | 3,443,678 | $75M | 10.7% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 1,740,387 | $38M | 5.4% | 2026-Q2 |
| Checchi Capital Advisers, LLC added | 1,446,266 | $31M | 4.5% | 2026-Q2 |
| Creative Planning trimmed | 1,256,828 | $27M | 3.9% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 1,000,518 | $22M | 3.1% | 2026-Q2 |
| GOULD ASSET MANAGEMENT LLC /CA/ added | 755,142 | $16M | 2.4% | 2026-Q2 |
| TECTONIC ADVISORS LLC | 744,825 | $16M | 2.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 697,184 | $15M | 2.2% | 2026-Q2 |
| LEUTHOLD GROUP, LLC trimmed | 531,295 | $12M | 1.7% | 2026-Q2 |
| Walkner Condon Financial Advisors LLC added | 494,885 | $11M | 1.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 469,476 | $10M | 1.5% | 2026-Q2 |
| CITIGROUP INC added | 466,784 | $10M | 1.5% | 2026-Q2 |
| LPL Financial LLC trimmed | 419,399 | $9M | 1.3% | 2026-Q2 |
| Net Worth Advisory Group trimmed | 384,335 | $8M | 1.2% | 2026-Q2 |
| Financial Engines Advisors L.L.C. trimmed | 360,232 | $8M | 1.1% | 2026-Q2 |
| Ackerman Capital Advisors, LLC trimmed | 320,396 | $7M | 1.0% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 308,639 | $7M | 1.0% | 2026-Q2 |
| Upper Left Wealth Management, LLC trimmed | 306,718 | $7M | 1.0% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 302,158 | $7M | 0.9% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 239,631 | $5M | 0.7% | 2026-Q2 |
| NewSquare Capital LLC added | 235,237 | $5M | 0.7% | 2026-Q2 |
| ASSETMARK, INC added | 233,512 | $5M | 0.7% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. new | 219,917 | $5M | 0.7% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 203,525 | $4M | 0.6% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP | 173,005 | $4M | 0.5% | 2026-Q2 |
| Baron Financial Group, LLC added | 164,521 | $4M | 0.5% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 153,742 | $3M | 0.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 144,539 | $3M | 0.5% | 2026-Q2 |
| UBS Group AG added | 140,360 | $3M | 0.4% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 131,343 | $3M | 0.4% | 2026-Q2 |
| Cerity Partners LLC added | 121,120 | $3M | 0.4% | 2026-Q2 |
| Redhawk Wealth Advisors, Inc. added | 113,499 | $2M | 0.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 107,906 | $2M | 0.3% | 2026-Q2 |
| Quent Capital, LLC trimmed | 102,400 | $2M | 0.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 93,520 | $2M | 0.3% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 92,550 | $2M | 0.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 82,586 | $2M | 0.3% | 2026-Q2 |
| Auour Investments LLC added | 79,757 | $2M | 0.2% | 2026-Q2 |
| Main Street Financial Solutions, LLC added | 79,487 | $2M | 0.2% | 2026-Q2 |
| CFG Wealth Management Services, Inc. | 74,567 | $2M | 0.2% | 2026-Q2 |
| Convergence Financial, LLC trimmed | 70,836 | $2M | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 65,940 | $1M | 0.2% | 2026-Q2 |
| Smartleaf Asset Management LLC | 62,479 | $1M | 0.2% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. trimmed | 55,618 | $1M | 0.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 52,156 | $1M | 0.2% | 2026-Q2 |
| Pure Financial Advisors, LLC trimmed | 50,436 | $1M | 0.2% | 2026-Q2 |
| Tennessee Valley Asset Management Partners added | 45,147 | $979K | 0.1% | 2026-Q2 |
| STATE STREET CORP trimmed | 42,776 | $927K | 0.1% | 2026-Q2 |
| AMG National Trust Bank added | 42,105 | $913K | 0.1% | 2026-Q2 |
| Pathstone Holdings, LLC | 41,806 | $906K | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 40,929 | $887K | 0.1% | 2026-Q2 |
| Family CFO Inc trimmed | 35,835 | $777K | 0.1% | 2026-Q2 |
| Legacy Wealth Asset Management, LLC added | 35,211 | $763K | 0.1% | 2026-Q2 |
| Fifth Third Securities, Inc. added | 34,004 | $737K | 0.1% | 2026-Q2 |
| Csenge Advisory Group added | 31,609 | $685K | 0.1% | 2026-Q2 |
| Vontobel Holding Ltd. added | 31,145 | $675K | 0.1% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 30,565 | $663K | 0.1% | 2026-Q2 |
| RFG Advisory, LLC added | 30,022 | $651K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 27,241 | $592K | 0.1% | 2026-Q2 |
| Cresset Asset Management, LLC trimmed | 25,926 | $562K | 0.1% | 2026-Q2 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 25,725 | $558K | 0.1% | 2026-Q2 |
| OceanIQ Capital, LLC new | 25,600 | $559K | 0.1% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 25,100 | $544K | 0.1% | 2026-Q2 |
| ECLECTIC ASSOCIATES INC /ADV trimmed | 24,658 | $535K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 23,240 | $504K | 0.1% | 2026-Q2 |
| Destination Wealth Management added | 22,112 | $479K | 0.1% | 2026-Q2 |
| Atria Investments, Inc trimmed | 21,859 | $474K | 0.1% | 2026-Q2 |
| First Heartland Consultants, Inc. trimmed | 21,150 | $459K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 19,879 | $431K | 0.1% | 2026-Q2 |
| SATOVSKY ASSET MANAGEMENT LLC added | 19,698 | $427K | 0.1% | 2026-Q2 |
| CARDIFF PARK ADVISORS, LLC | 18,435 | $400K | 0.1% | 2026-Q2 |
| Focus Partners Wealth added | 17,693 | $384K | 0.1% | 2026-Q2 |
| FIDUCIARY FINANCIAL GROUP, LLC trimmed | 17,240 | $374K | 0.1% | 2026-Q2 |
| Proactive Wealth Strategies LLC added | 17,115 | $371K | 0.1% | 2026-Q2 |
| Snowden Capital Advisors LLC trimmed | 16,357 | $355K | 0.1% | 2026-Q2 |
| Mason Investment Advisory Services, Inc. new | 15,995 | $347K | 0.0% | 2026-Q2 |
| FSM Wealth Advisors, LLC added | 14,700 | $319K | 0.0% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 13,755 | $298K | 0.0% | 2026-Q2 |
| Mariner, LLC added | 12,708 | $276K | 0.0% | 2026-Q2 |
| Comprehensive Money Management Services LLC added | 12,225 | $265K | 0.0% | 2026-Q2 |
| RPg Family Wealth Advisory, LLC trimmed | 12,101 | $262K | 0.0% | 2026-Q2 |
| 4Thought Financial Group Inc. added | 12,099 | $262K | 0.0% | 2026-Q2 |
| Post Resch Tallon Group Inc. trimmed | 11,943 | $259K | 0.0% | 2026-Q2 |
| CAMELOT TECHNOLOGY ADVISORS, INC. added | 11,676 | $253K | 0.0% | 2026-Q2 |
| World Investment Advisors trimmed | 11,673 | $256K | 0.0% | 2026-Q2 |
| Risk Paradigm Group, LLC trimmed | 11,569 | $251K | 0.0% | 2026-Q2 |
| Summit Financial, LLC trimmed | 11,499 | $249K | 0.0% | 2026-Q2 |
| Fisher Asset Management, LLC new | 11,299 | $245K | 0.0% | 2026-Q2 |
| CHOREO, LLC trimmed | 10,984 | $238K | 0.0% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC added | 10,760 | $233K | 0.0% | 2026-Q2 |
| Realta Investment Advisors trimmed | 10,114 | $219K | 0.0% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 10,019 | $216K | 0.0% | 2026-Q2 |
| Ausdal Financial Partners, Inc. trimmed | 10,015 | $217K | 0.0% | 2026-Q2 |
| EP Wealth Advisors, LLC new | 5,742 | $124K | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 3,771 | $82K | 0.0% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 3,170 | $69K | 0.0% | 2026-Q2 |
| Purpose Unlimited Inc. | 2,794 | $61K | 0.0% | 2026-Q2 |
| Coppell Advisory Solutions LLC trimmed | 54 | $548K | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.