Who owns BWX Technologies (BWXT)
Which tracked institutional funds hold BWXT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BWXT 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
146 tracked funds added or opened BWXT while 245 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
BWXT’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes BWXT more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in BWXT 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 806 tracked filers holding BWXT, 418 increased or opened the position and 405 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
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 BWXT 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 48
- Alyeska Investment Group, L.P.$50M
- NFJ INVESTMENT GROUP, LLC$39M
- CAPITOLIS LIQUID GLOBAL MARKETS LLC$21M
- Night Squared LP$18M
- Headwater Capital Co Ltd$16M
- USS Investment Management Ltd$14M
Full exits 60
- T. Rowe Price Investment Management, Inc.$271M
- BESSEMER GROUP INC$128M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$100M
- Thrivent Financial for Lutherans$98M
- Munro Partners$50M
- PHILADELPHIA TRUST CO$35M
Largest adds
- Select Equity Group, L.P.$183M
- FIRST TRUST ADVISORS LP$120M
- Davidson Kempner Capital Management LP$41M
- PRICE T ROWE ASSOCIATES INC /MD/$39M
- ALKEON CAPITAL MANAGEMENT LLC$38M
- NEUBERGER BERMAN GROUP LLC$24M
Largest trims
- Invesco Ltd.$156M
- TWO SIGMA INVESTMENTS, LP$89M
- BARROW HANLEY MEWHINNEY & STRAUSS LLC$87M
- VANGUARD PORTFOLIO MANAGEMENT LLC$75M
- Fiera Capital Corp$69M
- FengHe Fund Management Pte. Ltd.$67M
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 |
|---|---|---|---|---|
| BlackRock, Inc. added | 12,123,786 | $2.4B | 16.5% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 4,755,063 | $926M | 6.5% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 4,140,330 | $806M | 5.6% | 2026-Q2 |
| STATE STREET CORP added | 3,799,375 | $740M | 5.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 2,654,239 | $503M | 3.5% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 2,075,550 | $404M | 2.8% | 2026-Q2 |
| ALKEON CAPITAL MANAGEMENT LLC added | 2,022,748 | $394M | 2.7% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 1,930,298 | $376M | 2.6% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,860,802 | $362M | 2.5% | 2026-Q2 |
| Invesco Ltd. trimmed | 1,835,328 | $357M | 2.5% | 2026-Q2 |
| Select Equity Group, L.P. added | 1,704,008 | $332M | 2.3% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP trimmed | 1,556,784 | $303M | 2.1% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL added | 1,556,417 | $303M | 2.1% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 1,275,651 | $248M | 1.7% | 2026-Q2 |
| SNYDER CAPITAL MANAGEMENT L P added | 1,237,512 | $241M | 1.7% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 1,143,523 | $223M | 1.6% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 1,062,547 | $207M | 1.4% | 2026-Q2 |
| Artisan Partners Limited Partnership added | 1,059,496 | $206M | 1.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,037,863 | $202M | 1.4% | 2026-Q2 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC trimmed | 941,233 | $183M | 1.3% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 844,526 | $164M | 1.1% | 2026-Q2 |
| MORGAN STANLEY trimmed | 793,339 | $154M | 1.1% | 2026-Q2 |
| FMR LLC trimmed | 759,071 | $148M | 1.0% | 2026-Q2 |
| Clearbridge Investments, LLC trimmed | 750,098 | $146M | 1.0% | 2026-Q2 |
| NORTHERN TRUST CORP added | 748,522 | $146M | 1.0% | 2026-Q2 |
| Mawer Investment Management Ltd. trimmed | 689,750 | $134M | 0.9% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 682,918 | $133M | 0.9% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 642,636 | $125M | 0.9% | 2026-Q2 |
| Capital World Investors added | 640,319 | $125M | 0.9% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 637,471 | $124M | 0.9% | 2026-Q2 |
| Stephens Investment Management Group LLC added | 600,434 | $117M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 591,033 | $115M | 0.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 570,565 | $111M | 0.8% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 565,627 | $116M | 0.8% | 2026-Q2 |
| ARK Investment Management LLC trimmed | 549,881 | $107M | 0.7% | 2026-Q2 |
| Chevy Chase Trust Holdings, LLC added | 541,081 | $105M | 0.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 512,319 | $100M | 0.7% | 2026-Q2 |
| UBS Group AG added | 468,172 | $91M | 0.6% | 2026-Q2 |
| Fiera Capital Corp trimmed | 413,978 | $81M | 0.6% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 411,357 | $80M | 0.6% | 2026-Q2 |
| CITIGROUP INC trimmed | 377,231 | $73M | 0.5% | 2026-Q2 |
| ZWJ INVESTMENT COUNSEL INC trimmed | 377,137 | $73M | 0.5% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 375,524 | $71M | 0.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 323,600 | $63M | 0.4% | 2026-Q2 |
| Orbis Allan Gray Ltd trimmed | 297,329 | $58M | 0.4% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 293,881 | $57M | 0.4% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 290,295 | $57M | 0.4% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 282,992 | $55M | 0.4% | 2026-Q2 |
| Nicholas Investment Partners, LP added | 272,395 | $53M | 0.4% | 2026-Q2 |
| Capital Research Global Investors added | 257,727 | $50M | 0.4% | 2026-Q2 |
| KING LUTHER CAPITAL MANAGEMENT CORP trimmed | 257,389 | $50M | 0.3% | 2026-Q2 |
| Alyeska Investment Group, L.P. added | 255,328 | $50M | 0.3% | 2026-Q2 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. added | 255,110 | $50M | 0.3% | 2026-Q2 |
| Harvey Partners, LLC trimmed | 243,107 | $47M | 0.3% | 2026-Q2 |
| Davidson Kempner Capital Management LP added | 239,095 | $47M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 237,610 | $46M | 0.3% | 2026-Q2 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed | 232,839 | $45M | 0.3% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 229,706 | $45M | 0.3% | 2026-Q2 |
| SAPIENT CAPITAL LLC trimmed | 227,097 | $44M | 0.3% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 214,842 | $42M | 0.3% | 2026-Q2 |
| TREMBLANT CAPITAL GROUP trimmed | 208,548 | $41M | 0.3% | 2026-Q2 |
| Tidal Investments LLC added | 208,149 | $41M | 0.3% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 207,072 | $40M | 0.3% | 2026-Q2 |
| NFJ INVESTMENT GROUP, LLC new | 201,748 | $39M | 0.3% | 2026-Q2 |
| TORONTO DOMINION BANK added | 193,991 | $38M | 0.3% | 2026-Q2 |
| Ananym Capital Management, LP added | 192,407 | $37M | 0.3% | 2026-Q2 |
| LOOMIS SAYLES & CO L P trimmed | 184,533 | $36M | 0.3% | 2026-Q2 |
| Swiss National Bank added | 183,800 | $36M | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO added | 182,631 | $36M | 0.2% | 2026-Q2 |
| Vident Advisory, LLC trimmed | 176,268 | $34M | 0.2% | 2026-Q2 |
| MIZUHO MARKETS AMERICAS LLC trimmed | 176,225 | $34M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 174,018 | $34M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 165,670 | $32M | 0.2% | 2026-Q2 |
| Gotham Asset Management, LLC trimmed | 162,234 | $32M | 0.2% | 2026-Q2 |
| Nuveen, LLC trimmed | 161,295 | $31M | 0.2% | 2026-Q2 |
| Cresset Asset Management, LLC added | 160,775 | $31M | 0.2% | 2026-Q2 |
| Focus Partners Wealth trimmed | 160,460 | $31M | 0.2% | 2026-Q2 |
| Minneapolis Portfolio Management Group, LLC trimmed | 152,002 | $30M | 0.2% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC trimmed | 150,669 | $29M | 0.2% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 148,654 | $29M | 0.2% | 2026-Q2 |
| COOKSON PEIRCE & CO INC added | 140,906 | $27M | 0.2% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 139,879 | $27M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System trimmed | 139,781 | $27M | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 139,403 | $27M | 0.2% | 2026-Q2 |
| RPG Investment Advisory, LLC trimmed | 133,712 | $26M | 0.2% | 2026-Q2 |
| Legal & General Group Plc added | 128,180 | $25M | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 126,249 | $25M | 0.2% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 123,094 | $24M | 0.2% | 2026-Q2 |
| Covea Finance added | 121,128 | $24M | 0.2% | 2026-Q2 |
| JENNISON ASSOCIATES LLC trimmed | 118,548 | $23M | 0.2% | 2026-Q2 |
| Ceredex Value Advisors LLC added | 113,300 | $22M | 0.2% | 2026-Q2 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD added | 113,102 | $22M | 0.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 109,055 | $21M | 0.1% | 2026-Q2 |
| ARS Investment Partners, LLC added | 109,004 | $21M | 0.1% | 2026-Q2 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC new | 108,000 | $21M | 0.1% | 2026-Q2 |
| Retirement Systems of Alabama trimmed | 106,835 | $21M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 106,435 | $21M | 0.1% | 2026-Q2 |
| MARSHALL WACE, LLP added | 102,500 | $20M | 0.1% | 2026-Q2 |
| Ranger Investment Management, L.P. added | 97,321 | $19M | 0.1% | 2026-Q2 |
| LEVIN CAPITAL STRATEGIES, L.P. trimmed | 97,241 | $19M | 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.