BWXT — BWX TECHNOLOGIES INC
As of Q2 2026, 43 SEC-registered investment managers reported holding BWXT (BWX TECHNOLOGIES INC) in their latest 13F filings, with a combined reported value of $6.55B across 34.59M shares. That is +3.8% by share count (+1.27M shares) versus the previous quarter, while reported value moved -2.0%. Ownership is concentrated: the five largest holders account for 60.9% of reported value and the top ten for 79.0%.
Compared with the prior quarter, 2 opened new positions, 21 added to existing stakes, 19 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
BWXT is classified in the Industrials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 12.12M | $2.36B | 0.04% | Reduce |
| Vanguard Group history | Q4 2025 | 9.01M | $1.56B | 0.02% | Reduce |
| JPMorgan Chase & Co history | Q2 2026 | 2.65M | $503.12M | 0.06% | New |
| Alkeon Capital Management history | Q2 2026 | 2.02M | $393.73M | 0.53% | Add |
| Franklin Resources history | Q2 2026 | 1.93M | $375.73M | 0.09% | Add |
| Geode Capital Management history | Q2 2026 | 1.86M | $362.32M | 0.02% | Add |
| Invesco Ltd history | Q2 2026 | 1.84M | $357.25M | 0.03% | Reduce |
| MFS Investment Management history | Q2 2026 | 1.28M | $248.28M | 0.08% | Reduce |
| BNY Mellon history | Q2 2026 | 1.14M | $222.59M | 0.04% | Reduce |
| Bank of America Corp history | Q2 2026 | 1.04M | $202.02M | 0.01% | Add |
| Morgan Stanley history | Q2 2026 | 793.34K | $154.42M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | Q2 2026 | 759.07K | $147.75M | 0.01% | Reduce |
| Northern Trust Corp history | Q2 2026 | 748.52K | $145.70M | 0.02% | Add |
| Charles Schwab Investment Management history | Q2 2026 | 682.92K | $132.93M | 0.02% | Reduce |
| Capital World Investors history | Q2 2026 | 640.32K | $124.64M | 0.02% | Add |
| ARK Invest history | Q2 2026 | 549.88K | $107.03M | 0.69% | Reduce |
| Arrowstreet Capital history | Q1 2026 | 491.36K | $100.48M | 0.05% | Reduce |
| Goldman Sachs Group history | Q2 2026 | 512.32K | $99.72M | 0.01% | Add |
| UBS Group AG history | Q2 2026 | 468.17K | $91.13M | 0.01% | Add |
| Citigroup Inc history | Q2 2026 | 377.23K | $73.43M | 0.03% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 2.65M sh · $503.12M
- Amundi US 1.93K sh · $375.29K
Fully Exited (vs previous quarter)
- Arrowstreet Capital sold 491.36K sh · $100.48M
- Janus Henderson Group sold 69.79K sh · $14.28M
- Renaissance Technologies sold 11.60K sh · $2.37M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 9.20M | 9.35M | 9.57M | 10.32M | 12.33M | 12.24M | 12.49M | 12.12M |
| JPMorgan Chase & Co | 122.22K | 137.96K | 170.65K | 212.08K | 306.98K | 195.15K | 196.15K | 325.69K | 309.09K | 235.38K | 209.62K | 1.40K | 272.27K | 290.65K | 317.36K | 1.60K | 339.94K | 48.00K | — | 2.65M |
| Alkeon Capital Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 600.05K | 1.58M | 1.58M | 1.74M | 2.02M |
| Franklin Resources | 2.34M | 2.31M | 2.31M | 2.30M | 2.29M | 2.29M | 2.28M | 2.24M | 2.25M | 2.23M | 2.20M | 2.18M | 2.13M | 2.32M | 2.42M | 2.39M | 2.20M | 2.26M | 1.90M | 1.93M |
| Geode Capital Management | 1.12M | 1.12M | 1.16M | 1.15M | 1.16M | 1.21M | 1.26M | 1.34M | 1.37M | 1.42M | 1.60M | 1.66M | 1.68M | 1.66M | 1.74M | 1.74M | 1.79M | 1.86M | 1.79M | 1.86M |
| Invesco Ltd | 306.95K | 293.80K | 737.55K | 2.97M | 2.93M | 3.11M | 1.88M | 1.74M | 2.03M | 1.77M | 1.98M | 1.66M | 1.21M | 1.14M | 666.26K | 1.59M | 2.55M | 2.57M | 2.52M | 1.84M |
| MFS Investment Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 919.74K | 1.16M | 1.38M | 1.29M | 1.28M |
| BNY Mellon | 577.75K | 542.27K | 902.33K | 977.80K | 1.00M | 986.86K | 1.12M | 1.59M | 1.58M | 1.52M | 1.42M | 1.35M | 1.15M | 1.38M | 1.34M | 1.31M | 1.14M | 1.18M | 1.28M | 1.14M |
| Bank of America Corp | 451.07K | 513.98K | 502.43K | 516.24K | 445.34K | 385.17K | 980.77K | 780.13K | 777.80K | 598.70K | 585.12K | 628.23K | 702.98K | 708.53K | 841.12K | 945.81K | 966.71K | 953.21K | 1.01M | 1.04M |
| Morgan Stanley | 191.55K | 327.83K | 287.53K | 649.74K | 685.57K | 755.80K | 708.97K | 815.03K | 793.48K | 889.78K | 841.63K | 744.10K | 745.62K | 908.07K | 892.43K | 1.01M | 909.92K | 992.39K | 977.83K | 793.34K |
| Fidelity Management & Research (FMR) | 2.88M | 2.56M | 1.85M | 1.83M | 1.93M | 2.01M | 2.02M | 1.85M | 1.88M | 1.81M | 1.94M | 1.43M | 1.75M | 1.26M | 1.28M | 1.31M | 985.05K | 870.96K | 820.49K | 759.07K |
| Northern Trust Corp | 509.25K | 431.16K | 428.73K | 408.83K | 413.15K | 425.14K | 439.68K | 702.40K | 698.73K | 728.24K | 645.24K | 732.32K | 719.28K | 815.09K | 832.62K | 776.48K | 727.73K | 695.85K | 722.13K | 748.52K |
| Charles Schwab Investment Management | 898.92K | 914.42K | 970.02K | 1.00M | 1.04M | 1.06M | 1.05M | 1.03M | 1.04M | 1.05M | 1.06M | 1.06M | 1.06M | 1.05M | 1.02M | 1.00M | 686.93K | 670.77K | 689.37K | 682.92K |
| Capital World Investors | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 569.41K | 640.32K |
| ARK Invest | — | — | 3.35K | 3.20K | — | — | — | — | — | — | — | — | — | 94.92K | 121.76K | 641.05K | 681.00K | 667.49K | 622.55K | 549.88K |
| Goldman Sachs Group | 133.00K | 278.12K | 161.44K | 169.04K | 283.99K | 410.82K | 66.69K | 72.33K | 134.41K | 97.96K | 103.52K | 103.56K | 394.94K | 141.31K | 141.68K | 247.87K | 215.12K | 334.56K | 397.79K | 512.32K |
| UBS Group AG | 35.68K | 36.65K | 22.38K | 18.57K | 20.55K | 52.79K | 44.11K | 38.27K | 60.73K | 24.88K | 68.53K | 66.90K | 81.64K | 724.63K | 426.60K | 847.65K | 669.52K | 406.60K | 402.89K | 468.17K |
| Citigroup Inc | 139.06K | 169.43K | 125.68K | 93.17K | 63.66K | 73.66K | 70.67K | 60.40K | 67.25K | 69.57K | 76.82K | 77.39K | 108.64K | 114.23K | 198.70K | 259.11K | 289.44K | 409.42K | 398.41K | 377.23K |
| Wells Fargo & Co | 437.07K | 383.15K | 348.06K | 307.21K | 303.00K | 307.89K | 364.79K | 367.26K | 287.86K | 300.00K | 277.97K | 304.74K | 293.27K | 286.04K | 290.67K | 246.16K | 249.94K | 212.85K | 336.24K | 323.60K |
| Citadel Advisors | 265.79K | 573.63K | 586.21K | 313.79K | 413.74K | 208.47K | 117.27K | 52.88K | 77.10K | 120.31K | 230.57K | 362.59K | 587.39K | 388.68K | 769.25K | 324.78K | 350.82K | 242.77K | 174.10K | 298.30K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details