Who owns BWX (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-Q1 13F filings. 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
30 tracked funds added or opened BWX while 31 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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 9.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 9.3pp 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 2025-Q4 and 2026-Q1, across 159 tracked filers holding BWX, 82 increased or opened the position and 83 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 2025-Q4 and 2026-Q1 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 7
- CI INVESTMENTS INC.$143M
- Janney Montgomery Scott LLC$4M
- Redhawk Wealth Advisors, Inc.$2M
- Focus Partners Wealth$1M
- HRT FINANCIAL LP$1M
- AMG National Trust Bank$888K
Full exits 14
- GOLDMAN SACHS GROUP INC$14M
- Blueprint Investment Partners LLC$7M
- Lifestyle Asset Management, Inc.$5M
- Blueprint Financial Advisors LLC$4M
- Quadrature Capital Ltd$2M
- Quent Long Short Global Small Cap Fund, LP$2M
Largest adds
- JANE STREET GROUP, LLC$54M
- STATE STREET CORP$24M
- JPMORGAN CHASE & CO$7M
- Creative Planning$5M
- Point Nemo Capital, LLC$4M
- TECTONIC ADVISORS LLC$3M
Largest trims
- Cerity Partners OCIO LLC$12M
- MANUFACTURERS LIFE INSURANCE COMPANY, THE$6M
- COMMONWEALTH EQUITY SERVICES, LLC$3M
- Checchi Capital Advisers, LLC$3M
- RFG Advisory, LLC$3M
- ENVESTNET ASSET MANAGEMENT INC$2M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Cerity Partners OCIO LLC trimmed | 7,088,016 | $156M | 16.9% | 2026-Q1 |
| CI INVESTMENTS INC. new | 6,516,641 | $143M | 15.6% | 2026-Q1 |
| MORGAN STANLEY added | 3,224,085 | $71M | 7.7% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 2,917,626 | $64M | 7.0% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 2,556,928 | $56M | 6.1% | 2026-Q1 |
| Checchi Capital Advisers, LLC trimmed | 1,433,737 | $31M | 3.4% | 2026-Q1 |
| Creative Planning added | 1,350,783 | $30M | 3.2% | 2026-Q1 |
| STATE STREET CORP added | 1,096,126 | $24M | 2.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 867,715 | $19M | 2.1% | 2026-Q1 |
| LEUTHOLD GROUP, LLC trimmed | 829,138 | $18M | 2.0% | 2026-Q1 |
| TECTONIC ADVISORS LLC added | 744,825 | $16M | 1.8% | 2026-Q1 |
| GOULD ASSET MANAGEMENT LLC /CA/ added | 723,388 | $16M | 1.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 533,238 | $12M | 1.3% | 2026-Q1 |
| Walkner Condon Financial Advisors LLC added | 485,825 | $11M | 1.2% | 2026-Q1 |
| LPL Financial LLC added | 448,054 | $10M | 1.1% | 2026-Q1 |
| CITIGROUP INC trimmed | 445,393 | $10M | 1.1% | 2026-Q1 |
| FLC Capital Advisors trimmed | 431,181 | $9M | 1.0% | 2026-Q1 |
| Net Worth Advisory Group added | 391,402 | $9M | 0.9% | 2026-Q1 |
| WealthShield Partners, LLC added | 388,551 | $9M | 0.9% | 2026-Q1 |
| Financial Engines Advisors L.L.C. trimmed | 374,015 | $8M | 0.9% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 351,145 | $8M | 0.8% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 342,680 | $8M | 0.8% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 321,487 | $7M | 0.8% | 2026-Q1 |
| Ackerman Capital Advisors, LLC added | 321,009 | $7M | 0.8% | 2026-Q1 |
| Upper Left Wealth Management, LLC added | 312,496 | $7M | 0.7% | 2026-Q1 |
| rebel Financial LLC added | 294,183 | $6M | 0.7% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 280,786 | $6M | 0.7% | 2026-Q1 |
| Point Nemo Capital, LLC added | 263,702 | $6M | 0.6% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 241,827 | $5M | 0.6% | 2026-Q1 |
| CROBAN added | 224,801 | $5M | 0.5% | 2026-Q1 |
| NewSquare Capital LLC added | 218,975 | $5M | 0.5% | 2026-Q1 |
| ASSETMARK, INC added | 206,597 | $5M | 0.5% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 197,604 | $4M | 0.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 191,278 | $4M | 0.5% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP | 173,005 | $4M | 0.4% | 2026-Q1 |
| Baron Financial Group, LLC added | 148,891 | $3M | 0.4% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 115,208 | $3M | 0.3% | 2026-Q1 |
| Foundations Investment Advisors, LLC added | 113,389 | $2M | 0.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 110,018 | $2M | 0.3% | 2026-Q1 |
| Quent Capital, LLC added | 103,846 | $2M | 0.2% | 2026-Q1 |
| UBS Group AG trimmed | 100,050 | $2M | 0.2% | 2026-Q1 |
| Cerity Partners LLC added | 97,587 | $2M | 0.2% | 2026-Q1 |
| Redhawk Wealth Advisors, Inc. new | 95,377 | $2M | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 87,513 | $2M | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 85,387 | $2M | 0.2% | 2026-Q1 |
| Convergence Financial, LLC added | 80,584 | $2M | 0.2% | 2026-Q1 |
| HANCOCK WHITNEY CORP added | 79,184 | $2M | 0.2% | 2026-Q1 |
| CFG Wealth Management Services, Inc. | 74,567 | $2M | 0.2% | 2026-Q1 |
| Auour Investments LLC added | 76,679 | $2M | 0.2% | 2026-Q1 |
| Focus Partners Wealth trimmed | 6,719 | $1M | 0.1% | 2026-Q1 |
| Smartleaf Asset Management LLC added | 62,479 | $1M | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 61,186 | $1M | 0.1% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. trimmed | 56,955 | $1M | 0.1% | 2026-Q1 |
| Euro Pacific Asset Management, LLC trimmed | 55,934 | $1M | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 54,236 | $1M | 0.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 52,841 | $1M | 0.1% | 2026-Q1 |
| Pure Financial Advisors, LLC added | 50,552 | $1M | 0.1% | 2026-Q1 |
| HRT FINANCIAL LP added | 46,270 | $1M | 0.1% | 2026-Q1 |
| Pathstone Holdings, LLC trimmed | 41,806 | $918K | 0.1% | 2026-Q1 |
| AMG National Trust Bank added | 40,442 | $888K | 0.1% | 2026-Q1 |
| Tennessee Valley Asset Management Partners added | 39,272 | $862K | 0.1% | 2026-Q1 |
| Family CFO Inc new | 36,121 | $793K | 0.1% | 2026-Q1 |
| Legacy Wealth Asset Management, LLC added | 33,759 | $741K | 0.1% | 2026-Q1 |
| ECLECTIC ASSOCIATES INC /ADV added | 33,104 | $727K | 0.1% | 2026-Q1 |
| Cresset Asset Management, LLC trimmed | 28,389 | $623K | 0.1% | 2026-Q1 |
| FIDUCIARY FINANCIAL GROUP, LLC added | 27,638 | $607K | 0.1% | 2026-Q1 |
| Vontobel Holding Ltd. added | 27,434 | $602K | 0.1% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 27,024 | $593K | 0.1% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 26,332 | $578K | 0.1% | 2026-Q1 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC trimmed | 25,725 | $565K | 0.1% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 23,964 | $526K | 0.1% | 2026-Q1 |
| RFG Advisory, LLC trimmed | 23,062 | $506K | 0.1% | 2026-Q1 |
| Atria Investments, Inc added | 23,023 | $505K | 0.1% | 2026-Q1 |
| First Heartland Consultants, Inc. added | 22,272 | $489K | 0.1% | 2026-Q1 |
| Fifth Third Securities, Inc. added | 21,815 | $479K | 0.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 625,925 | $14M | 1.5% | 2025-Q4 stale |
| Blueprint Investment Partners LLC trimmed | 289,700 | $7M | 0.7% | 2025-Q4 stale |
| Lifestyle Asset Management, Inc. added | 220,522 | $5M | 0.5% | 2025-Q4 stale |
| RWA WEALTH PARTNERS, LLC trimmed | 181,952 | $4M | 0.5% | 2025-Q2 stale |
| Blueprint Financial Advisors LLC trimmed | 189,084 | $4M | 0.5% | 2025-Q4 stale |
| Quadrature Capital Ltd new | 108,872 | $2M | 0.3% | 2025-Q4 stale |
| Quent Long Short Global Small Cap Fund, LP new | 102,931 | $2M | 0.3% | 2025-Q4 stale |
| Q3 Asset Management added | 93,851 | $2M | 0.2% | 2025-Q2 stale |
| PRELUDE CAPITAL MANAGEMENT, LLC new | 73,150 | $2M | 0.2% | 2025-Q3 stale |
| Buck Wealth Strategies, LLC trimmed | 71,776 | $2M | 0.2% | 2025-Q4 stale |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 61,750 | $1M | 0.2% | 2025-Q3 stale |
| VanderPol Investments L.L.C. added | 59,277 | $1M | 0.1% | 2025-Q4 stale |
| Cullen/Frost Bankers, Inc. added | 57,822 | $1M | 0.1% | 2025-Q4 stale |
| Blackhawk Capital Partners LLC. added | 59,391 | $1M | 0.1% | 2025-Q1 stale |
| SYKON CAPITAL LLC trimmed | 57,495 | $1M | 0.1% | 2025-Q4 stale |
| Spartan Planning & Wealth Management trimmed | 50,293 | $1M | 0.1% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. added | 50,393 | $1M | 0.1% | 2025-Q1 stale |
| CITADEL ADVISORS LLC added | 43,118 | $971K | 0.1% | 2025-Q4 stale |
| Visionary Wealth Advisors added | 43,037 | $941K | 0.1% | 2025-Q1 stale |
| COMERICA BANK added | 36,533 | $823K | 0.1% | 2025-Q4 stale |
| Golden State Equity Partners trimmed | 33,102 | $778K | 0.1% | 2025-Q2 stale |
| Worth Asset Management, LLC added | 31,420 | $738K | 0.1% | 2025-Q2 stale |
| AVALON CAPITAL MANAGEMENT trimmed | 26,839 | $605K | 0.1% | 2025-Q4 stale |
| OPPENHEIMER & CO INC trimmed | 22,885 | $538K | 0.1% | 2025-Q2 stale |
| Annex Advisory Services, LLC trimmed | 19,408 | $446K | 0.0% | 2025-Q3 stale |
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.