DaveManuel.com · Institutional Ownership · Who Owns It
BWX TECHNOLOGIES INC (BWXT)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
864
Reporting holders
$17.2B
Reported value
92.5%
Of shares outstanding
3.1%
Calls
0.9%
Puts
+23
Holder change
Institutions report 84,706,785 shares against 91,621,980 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $2.4B | 12,123,786 | 0.04% | 8q | -2.9%-$70.8M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $925.6M | 4,755,063 | 0.04% | 2q | -2.8%-$26.5M |
| VANGUARD CAPITAL MANAGEMENT LLC | $805.9M | 4,140,330 | 0.02% | 2q | +1.1%+$9.0M |
| STATE STREET CORP | $739.5M | 3,799,375 | 0.02% | 31q | +1.3%+$9.8M |
| JPMORGAN CHASE & CO | $503.1M | 2,654,239 | 0.03% | 31q | +3.2%+$15.4M |
| FIRST TRUST ADVISORS LP | $404.0M | 2,075,550 | 0.24% | 28q | +49.2%+$133.2M |
| ALKEON CAPITAL MANAGEMENT LLC | $393.7M | 2,022,748 | 0.53% | 5q | +16.3%+$55.2M |
| FRANKLIN RESOURCES INC | $375.7M | 1,930,298 | 0.08% | 31q | +1.5%+$5.6M |
| GEODE CAPITAL MANAGEMENT, LLC | $362.3M | 1,860,802 | 0.02% | 31q | +3.7%+$13.1M |
| Invesco Ltd. | $357.2M | 1,835,328 | 0.03% | 31q | -27.2%-$133.8M |
| Select Equity Group, L.P. | $331.7M | 1,704,008 | 1.64% | 5q | +134.6%+$190.3M |
| VAN ECK ASSOCIATES CORP | $303.0M | 1,556,784 | 0.18% | 31q | -1.7%-$5.4M |
| BLAIR WILLIAM & CO/IL | $303.0M | 1,556,417 | 0.79% | 31q | +8.2%+$23.0M |
| JANE STREET GROUP, LLC | $274.4M incl. $259.9M options CALL+PUT | 74,569 | 0.02% | 13q | +1170.8%+$252.8M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $248.3M | 1,275,651 | 0.08% | 5q | -0.8%-$2.1M |
| SNYDER CAPITAL MANAGEMENT L P | $240.9M | 1,237,512 | 4.16% | 31q | +12.3%+$26.4M |
| TORONTO DOMINION BANK | $232.4M incl. $194.7M options CALL+PUT | 193,991 | 0.27% | 19q | HELD |
| T. Rowe Price Investment Management, Inc. | $229.5M | 1,179,257 | 0.15% | 16q | -11.2%-$28.8M |
| Bank of New York Mellon Corp | $222.6M | 1,143,523 | 0.04% | 31q | -10.9%-$27.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $206.8M | 1,062,547 | 0.25% | 4q | -17.5%-$43.9M |
| Artisan Partners Limited Partnership | $206.2M | 1,059,496 | 0.33% | 5q | HELD |
| BANK OF AMERICA CORP /DE/ | $202.0M | 1,037,863 | 0.01% | 31q | +3.2%+$6.3M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $183.2M | 941,233 | 0.55% | 31q | -4.1%-$7.9M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $164.4M | 844,526 | 0.02% | 31q | +38.0%+$45.2M |
| MORGAN STANLEY | $154.4M | 793,339 | 0.01% | 35q | -18.9%-$35.9M |
| FMR LLC | $147.8M | 759,071 | 0.01% | 31q | -7.5%-$12.0M |
| Clearbridge Investments, LLC | $146.0M | 750,098 | 0.12% | 17q | -9.4%-$15.1M |
| NORTHERN TRUST CORP | $145.7M | 748,522 | 0.02% | 31q | +3.7%+$5.1M |
| Mawer Investment Management Ltd. | $134.3M | 689,750 | 0.91% | 19q | -6.0%-$8.6M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $132.9M | 682,918 | 0.02% | 31q | -0.9%-$1.3M |
| DIMENSIONAL FUND ADVISORS LP | $125.1M | 642,636 | 0.02% | 31q | -7.7%-$10.5M |
| Capital World Investors | $124.6M | 640,319 | 0.01% | 2q | +12.5%+$13.8M |
| FEDERATED HERMES, INC. | $124.1M | 637,471 | 0.18% | 18q | +17.9%+$18.9M |
| Stephens Investment Management Group LLC | $116.9M | 600,434 | 1.25% | 7q | +7.5%+$8.1M |
| ALLIANCEBERNSTEIN L.P. | $115.7M | 565,627 | 0.04% | 31q | -2.5%-$3.0M |
| VANGUARD FIDUCIARY TRUST CO | $115.0M | 591,033 | 0.03% | 2q | +3.6%+$4.0M |
| RAYMOND JAMES FINANCIAL INC | $111.1M | 570,565 | 0.03% | 7q | +6.9%+$7.2M |
| ARK Investment Management LLC | $107.0M | 549,881 | 0.69% | 7q | -11.7%-$14.1M |
| Chevy Chase Trust Holdings, LLC | $105.3M | 541,081 | 0.27% | 6q | +1.7%+$1.7M |
| GOLDMAN SACHS GROUP INC | $99.7M | 512,319 | 0.01% | 31q | +28.8%+$22.3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $92.5M incl. $86.7M options CALL+PUT | 29,792 | 0.01% | 31q | +135.6%+$53.2M |
| UBS Group AG | $91.1M | 468,172 | 0.01% | 31q | +16.2%+$12.7M |
| BESSEMER GROUP INC | $85.3M | 438,361 | 0.12% | 14q | -30.0%-$36.5M |
| Fiera Capital Corp | $80.6M | 413,978 | 0.29% | 14q | -43.2%-$61.4M |
| ROYAL BANK OF CANADA | $80.1M | 411,357 | 0.01% | 31q | -5.7%-$4.8M |
| CITIGROUP INC | $73.4M | 377,231 | 0.02% | 31q | -5.3%-$4.1M |
| ZWJ INVESTMENT COUNSEL INC | $73.4M | 377,137 | 2.37% | 31q | -3.9%-$3.0M |
| Thrivent Financial for Lutherans | $73.3M | 376,408 | 0.12% | 13q | -21.1%-$19.6M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $71.1M | 375,524 | 0.05% | 31q | -1.4%-$1.0M |
| WELLS FARGO & COMPANY/MN | $63.0M | 323,600 | 0.01% | 31q | -3.8%-$2.5M |
| CITADEL ADVISORS LLC | $58.1M CALL+PUT | options only | 0.01% | 31q | OPTIONS |
| Orbis Allan Gray Ltd | $57.9M | 297,329 | 0.20% | 5q | HELD |
| NEW YORK STATE COMMON RETIREMENT FUND | $57.2M | 293,881 | 0.07% | 31q | -1.1%-$613.0K |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $56.5M | 290,295 | 0.08% | 3q | -2.6%-$1.5M |
| STIFEL FINANCIAL CORP | $55.1M | 282,992 | 0.05% | 31q | +1.0%+$531.8K |
| Nicholas Investment Partners, LP | $53.0M | 272,395 | 2.99% | 12q | +4.0%+$2.0M |
| Capital Research Global Investors | $50.2M | 257,727 | 0.01% | 31q | +2.7%+$1.3M |
| KING LUTHER CAPITAL MANAGEMENT CORP | $50.1M | 257,389 | 0.21% | 10q | -12.4%-$7.1M |
| Alyeska Investment Group, L.P. | $49.7M | 255,328 | 0.13% | new | NEW |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | $49.7M | 255,110 | 0.44% | 2q | +40.1%+$14.2M |
| Harvey Partners, LLC | $47.3M | 243,107 | 3.24% | 19q | -4.8%-$2.4M |
| Davidson Kempner Capital Management LP | $46.5M | 239,095 | 0.55% | 3q | +860.2%+$41.7M |
| RHUMBLINE ADVISERS | $46.3M | 237,610 | 0.03% | 31q | +4.6%+$2.0M |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $45.3M | 232,839 | 0.30% | 16q | -7.3%-$3.6M |
| VICTORY CAPITAL MANAGEMENT INC | $44.7M | 229,706 | 0.03% | 31q | +1.4%+$616.1K |
| SAPIENT CAPITAL LLC | $44.2M | 227,097 | 0.58% | 9q | -1.4%-$634.4K |
| AQR CAPITAL MANAGEMENT LLC | $41.8M | 214,842 | 0.01% | 27q | +13.7%+$5.0M |
| Tidal Investments LLC | $41.1M incl. $545.0K options CALL+PUT | 208,149 | 0.07% | 12q | +46.1%+$13.0M |
| TREMBLANT CAPITAL GROUP | $40.6M | 208,548 | 1.17% | 3q | -18.4%-$9.1M |
| PRINCIPAL FINANCIAL GROUP INC | $40.3M | 207,072 | 0.02% | 27q | -36.5%-$23.1M |
| NFJ INVESTMENT GROUP, LLC | $39.3M | 201,748 | 1.33% | new | NEW |
| PHILADELPHIA TRUST CO | $38.0M | 195,245 | 2.44% | 15q | +14.3%+$4.8M |
| Ananym Capital Management, LP | $37.5M | 192,407 | 13.47% | 5q | +62.5%+$14.4M |
| LOOMIS SAYLES & CO L P | $35.9M | 184,533 | 0.05% | 12q | -2.5%-$917.0K |
| Swiss National Bank | $35.8M | 183,800 | 0.02% | 31q | +1.7%+$584.0K |
| SEI INVESTMENTS CO | $35.5M | 182,631 | 0.03% | 31q | +10.9%+$3.5M |
| Vident Advisory, LLC | $34.3M | 176,268 | 0.25% | 9q | -2.9%-$1.0M |
| MIZUHO MARKETS AMERICAS LLC | $34.3M | 176,225 | 0.54% | 3q | -10.8%-$4.2M |
| AMERIPRISE FINANCIAL INC | $33.9M | 174,018 | 0.01% | 31q | -34.1%-$17.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $32.2M | 165,670 | 0.01% | 31q | HELD |
| Gotham Asset Management, LLC | $31.6M | 162,234 | 0.07% | 18q | -8.6%-$3.0M |
| Nuveen, LLC | $31.4M | 161,295 | 0.01% | 6q | -8.5%-$2.9M |
| Cresset Asset Management, LLC | $31.3M | 160,775 | 0.11% | 13q | +16.4%+$4.4M |
| Focus Partners Wealth | $31.2M | 160,460 | 0.03% | 11q | -2.4%-$766.5K |
| IMC-Chicago, LLC | $30.7M incl. $29.4M options CALL+PUT | 6,275 | 0.01% | 7q | HELD |
| Minneapolis Portfolio Management Group, LLC | $29.6M | 152,002 | 2.80% | 9q | -3.5%-$1.1M |
| AMERICAN CENTURY COMPANIES INC | $28.9M | 148,654 | 0.01% | 25q | -9.9%-$3.2M |
| Allspring Global Investments Holdings, LLC | $28.8M | 150,669 | 0.04% | 5q | -19.8%-$7.1M |
| COOKSON PEIRCE & CO INC | $27.4M | 140,906 | 0.90% | 3q | +19.9%+$4.6M |
| NEUBERGER BERMAN GROUP LLC | $27.2M | 139,879 | 0.02% | 28q | +879.8%+$24.4M |
| California Public Employees Retirement System | $27.2M | 139,781 | 0.02% | 31q | -18.5%-$6.2M |
| BNP PARIBAS FINANCIAL MARKETS | $27.1M | 139,403 | 0.01% | 31q | -31.2%-$12.3M |
| RPG Investment Advisory, LLC | $26.0M | 133,712 | 2.68% | 7q | HELD |
| Legal & General Group Plc | $25.0M | 128,180 | 0.01% | 31q | +5.4%+$1.3M |
| ENVESTNET ASSET MANAGEMENT INC | $24.6M | 126,249 | 0.01% | 31q | -3.2%-$806.4K |
| TWO SIGMA INVESTMENTS, LP | $24.0M | 123,094 | 0.02% | 19q | -77.7%-$83.4M |
| Covea Finance | $23.6M | 121,128 | 0.74% | 10q | +1.8%+$422.2K |
| JENNISON ASSOCIATES LLC | $23.1M | 118,548 | 0.01% | 13q | HELD |
| Ceredex Value Advisors LLC | $22.1M | 113,300 | 0.62% | 2q | +16.1%+$3.1M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | $22.0M | 113,102 | 0.90% | 2q | +54.6%+$7.8M |
Showing the largest 100 of 864 reported holders.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-12 | Geveden Rex D | President and CEO | Sold | 10,000 | $2.0M ×4 |
| 2026-08-12 | Geveden Rex D | President and CEO | Sold | 10,000 | $1.7M ×4 |
| 2026-05-11 | Fitzgerald Michael Thomas | SVP & Chief Financial Officer | Sold | 2,417 | $505.8K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 226 | $410.5M | 2,992,574 | 35 | 74 | 71 | 0.1% |
| Q2 2026 | 864 | $17.2B | 84,706,785 | 111 | 302 | 268 | 3.9% |
| Q1 2026 | 841 | $18.0B | 85,165,192 | 148 | 282 | 236 | 3.5% |
| Q4 2025 | 766 | $15.4B | 85,691,343 | 107 | 227 | 253 | 3.6% |
| Q3 2025 | 712 | $16.2B | 85,973,460 | 115 | 213 | 256 | 2.1% |
| Q2 2025 | 661 | $13.0B | 88,002,595 | 120 | 189 | 229 | 2.6% |
| Q1 2025 | 614 | $8.4B | 87,909,894 | 86 | 233 | 176 | 1.4% |
| Q4 2024 | 602 | $9.5B | 83,814,393 | 78 | 200 | 170 | 1.5% |
| Q3 2024 | 551 | $9.2B | 83,450,016 | 90 | 198 | 153 | 0.9% |
| Q2 2024 | 497 | $8.1B | 84,784,084 | 74 | 167 | 159 | 0.5% |
| Q1 2024 | 484 | $8.9B | 86,215,479 | 83 | 128 | 179 | 0.6% |
| Q4 2023 | 432 | $6.8B | 87,663,089 | 56 | 116 | 157 | 0.7% |
| Q3 2023 | 393 | $6.7B | 89,341,126 | 49 | 104 | 141 | 0.5% |
| Q2 2023 | 380 | $6.6B | 92,579,137 | 67 | 121 | 117 | 0.3% |
| Q1 2023 | 351 | $5.8B | 90,749,174 | 43 | 120 | 110 | 1.0% |
| Q4 2022 | 351 | $5.2B | 88,768,758 | 66 | 107 | 102 | 0.2% |
| Q3 2022 | 304 | $5.3B | 104,102,693 | 49 | 109 | 83 | 0.4% |
| Q2 2022 | 286 | $5.8B | 105,200,975 | 35 | 93 | 96 | 0.1% |
| Q1 2022 | 289 | $5.5B | 101,126,892 | 57 | 98 | 82 | 0.3% |
| Q4 2021 | 275 | $5.1B | 105,906,085 | 39 | 81 | 90 | 0.3% |
| Q3 2021 | 263 | $5.7B | 105,017,978 | 22 | 91 | 80 | 0.1% |
| Q2 2021 | 281 | $5.6B | 97,028,148 | 39 | 72 | 93 | 0.1% |
| Q1 2021 | 271 | $6.5B | 97,943,470 | 39 | 73 | 98 | 0.1% |
| Q4 2020 | 277 | $45.3B | 751,105,935 | 36 | 76 | 94 | 0.0% |
| Q3 2020 | 275 | $43.2B | 766,193,782 | 32 | 81 | 96 | 0.0% |
| Q2 2020 | 291 | $52.7B | 930,531,011 | 50 | 90 | 96 | 0.0% |
| Q1 2020 | 271 | $46.3B | 950,913,116 | 44 | 94 | 78 | 0.0% |
| Q4 2019 | 288 | $58.6B | 944,176,870 | 33 | 88 | 84 | 0.0% |
| Q3 2019 | 273 | $73.1B | 1,278,379,942 | 43 | 84 | 80 | 0.0% |
| Q2 2019 | 262 | $118.6B | 2,277,149,432 | 38 | 69 | 97 | 0.0% |
| Q1 2019 | 264 | $199.5B | 4,023,185,231 | 33 | 93 | 78 | 0.0% |
| Q4 2018 | 255 | $155.4B | 4,064,958,883 | 3 | 5 | 3 | 0.0% |