Who owns BWXT (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-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
The tracked-fund tape on BWXT is one-sided between 2025-Q4 and 2026-Q1: 334 added or opened and 99 trimmed or exited — on balance accumulating.
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 2025-Q4 and 2026-Q1, across 823 tracked filers holding BWXT, 467 increased or opened the position and 336 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
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 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 62
- VANGUARD PORTFOLIO MANAGEMENT LLC$1.0B
- VANGUARD CAPITAL MANAGEMENT LLC$837M
- VANGUARD FIDUCIARY TRUST CO$117M
- Capital World Investors$116M
- FengHe Fund Management Pte. Ltd.$80M
- Munro Partners$50M
Full exits 44
- VANGUARD GROUP INC$1.5B
- Qube Research & Technologies Ltd$75M
- Amova Asset Management Americas, Inc.$44M
- TUDOR INVESTMENT CORP ET AL$24M
- TWO SIGMA ADVISERS, LP$13M
- Weiss Asset Management LP$13M
Largest adds
- BlackRock, Inc.$249M
- STATE STREET CORP$145M
- JPMORGAN CHASE & CO$142M
- MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$111M
- VAN ECK ASSOCIATES CORP$108M
- ALKEON CAPITAL MANAGEMENT LLC$82M
Largest trims
- JANE STREET GROUP, LLC$45M
- Sumitomo Mitsui Trust Group, Inc.$43M
- BRIDGES INVESTMENT MANAGEMENT INC$31M
- ANCHOR CAPITAL ADVISORS LLC$29M
- Baird Financial Group, Inc.$26M
- Ensign Peak Advisors, Inc$24M
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 |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 11,565,089 | $2.4B | 13.8% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 4,891,237 | $1.0B | 5.8% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 4,094,093 | $837M | 4.9% | 2026-Q1 |
| STATE STREET CORP added | 3,748,950 | $767M | 4.5% | 2026-Q1 |
| Invesco Ltd. trimmed | 2,512,127 | $514M | 3.0% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 2,572,811 | $493M | 2.9% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 1,901,316 | $389M | 2.3% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 1,793,566 | $367M | 2.1% | 2026-Q1 |
| ALKEON CAPITAL MANAGEMENT LLC added | 1,739,348 | $356M | 2.1% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP added | 1,584,460 | $324M | 1.9% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL trimmed | 1,438,125 | $294M | 1.7% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 1,391,079 | $284M | 1.7% | 2026-Q1 |
| T. Rowe Price Investment Management, Inc. added | 1,327,309 | $271M | 1.6% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 1,288,028 | $263M | 1.5% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 1,286,257 | $263M | 1.5% | 2026-Q1 |
| Bank of New York Mellon Corp added | 1,283,997 | $263M | 1.5% | 2026-Q1 |
| SNYDER CAPITAL MANAGEMENT L P trimmed | 1,102,116 | $225M | 1.3% | 2026-Q1 |
| Artisan Partners Limited Partnership trimmed | 1,059,209 | $217M | 1.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,005,621 | $206M | 1.2% | 2026-Q1 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC trimmed | 981,782 | $201M | 1.2% | 2026-Q1 |
| MORGAN STANLEY trimmed | 977,834 | $200M | 1.2% | 2026-Q1 |
| Clearbridge Investments, LLC trimmed | 827,836 | $169M | 1.0% | 2026-Q1 |
| FMR LLC trimmed | 783,558 | $160M | 0.9% | 2026-Q1 |
| Mawer Investment Management Ltd. trimmed | 734,162 | $150M | 0.9% | 2026-Q1 |
| Fiera Capital Corp added | 729,269 | $149M | 0.9% | 2026-Q1 |
| Select Equity Group, L.P. added | 726,424 | $149M | 0.9% | 2026-Q1 |
| NORTHERN TRUST CORP added | 722,135 | $148M | 0.9% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 696,488 | $142M | 0.8% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 689,367 | $141M | 0.8% | 2026-Q1 |
| BESSEMER GROUP INC added | 626,109 | $128M | 0.7% | 2026-Q1 |
| ARK Investment Management LLC trimmed | 622,546 | $127M | 0.7% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 612,117 | $125M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 570,316 | $117M | 0.7% | 2026-Q1 |
| Capital World Investors trimmed | 569,415 | $116M | 0.7% | 2026-Q1 |
| Stephens Investment Management Group LLC trimmed | 558,626 | $114M | 0.7% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 551,772 | $113M | 0.7% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 540,528 | $111M | 0.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 533,591 | $109M | 0.6% | 2026-Q1 |
| Chevy Chase Trust Holdings, LLC added | 532,146 | $109M | 0.6% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 491,360 | $100M | 0.6% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 580,229 | $100M | 0.6% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 476,988 | $98M | 0.6% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 436,073 | $89M | 0.5% | 2026-Q1 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC trimmed | 426,072 | $87M | 0.5% | 2026-Q1 |
| UBS Group AG trimmed | 402,890 | $82M | 0.5% | 2026-Q1 |
| CITIGROUP INC trimmed | 398,406 | $81M | 0.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 397,789 | $81M | 0.5% | 2026-Q1 |
| FengHe Fund Management Pte. Ltd. new | 393,200 | $80M | 0.5% | 2026-Q1 |
| ZWJ INVESTMENT COUNSEL INC trimmed | 392,326 | $80M | 0.5% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 380,948 | $73M | 0.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 336,242 | $69M | 0.4% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 325,952 | $67M | 0.4% | 2026-Q1 |
| Orbis Allan Gray Ltd trimmed | 298,373 | $61M | 0.4% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 297,997 | $61M | 0.4% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 297,030 | $61M | 0.4% | 2026-Q1 |
| KING LUTHER CAPITAL MANAGEMENT CORP added | 293,677 | $60M | 0.4% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 280,260 | $57M | 0.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 264,231 | $54M | 0.3% | 2026-Q1 |
| Nicholas Investment Partners, LP added | 261,867 | $54M | 0.3% | 2026-Q1 |
| TREMBLANT CAPITAL GROUP trimmed | 255,496 | $52M | 0.3% | 2026-Q1 |
| Harvey Partners, LLC added | 255,300 | $52M | 0.3% | 2026-Q1 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed | 251,218 | $51M | 0.3% | 2026-Q1 |
| Capital Research Global Investors | 250,845 | $51M | 0.3% | 2026-Q1 |
| Munro Partners added | 246,220 | $50M | 0.3% | 2026-Q1 |
| SAPIENT CAPITAL LLC trimmed | 230,356 | $47M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 227,210 | $46M | 0.3% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 226,541 | $46M | 0.3% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 202,765 | $41M | 0.2% | 2026-Q1 |
| Ensign Peak Advisors, Inc trimmed | 202,137 | $41M | 0.2% | 2026-Q1 |
| MIZUHO MARKETS AMERICAS LLC trimmed | 197,659 | $40M | 0.2% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC trimmed | 187,870 | $40M | 0.2% | 2026-Q1 |
| TORONTO DOMINION BANK trimmed | 193,205 | $40M | 0.2% | 2026-Q1 |
| LOOMIS SAYLES & CO L P trimmed | 189,244 | $39M | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 187,842 | $38M | 0.2% | 2026-Q1 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. trimmed | 182,135 | $37M | 0.2% | 2026-Q1 |
| Vident Advisory, LLC added | 181,547 | $37M | 0.2% | 2026-Q1 |
| Swiss National Bank added | 180,800 | $37M | 0.2% | 2026-Q1 |
| Gotham Asset Management, LLC added | 177,546 | $36M | 0.2% | 2026-Q1 |
| Nuveen, LLC trimmed | 176,190 | $36M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System added | 171,449 | $35M | 0.2% | 2026-Q1 |
| PHILADELPHIA TRUST CO trimmed | 170,769 | $35M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 166,191 | $34M | 0.2% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 164,942 | $34M | 0.2% | 2026-Q1 |
| SEI INVESTMENTS CO trimmed | 164,626 | $34M | 0.2% | 2026-Q1 |
| Focus Partners Wealth trimmed | 164,398 | $34M | 0.2% | 2026-Q1 |
| Minneapolis Portfolio Management Group, LLC added | 157,516 | $32M | 0.2% | 2026-Q1 |
| Tidal Investments LLC added | 142,426 | $29M | 0.2% | 2026-Q1 |
| Cresset Asset Management, LLC trimmed | 138,065 | $28M | 0.2% | 2026-Q1 |
| Driehaus Capital Management LLC added | 137,075 | $28M | 0.2% | 2026-Q1 |
| RPG Investment Advisory, LLC trimmed | 134,062 | $27M | 0.2% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 131,232 | $27M | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 130,392 | $27M | 0.2% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 8,888,191 | $1.5B | 9.0% | 2025-Q4 stale |
| MACQUARIE GROUP LTD trimmed | 471,055 | $87M | 0.5% | 2025-Q3 stale |
| Qube Research & Technologies Ltd added | 433,266 | $75M | 0.4% | 2025-Q4 stale |
| Amanah Holdings Trust | 281,000 | $52M | 0.3% | 2025-Q3 stale |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 275,633 | $51M | 0.3% | 2025-Q3 stale |
| Amova Asset Management Americas, Inc. trimmed | 252,490 | $44M | 0.3% | 2025-Q4 stale |
| Encompass Capital Advisors LLC new | 250,000 | $36M | 0.2% | 2025-Q2 stale |
| SEGRA CAPITAL MANAGEMENT, LLC added | 250,000 | $36M | 0.2% | 2025-Q2 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.