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BWXT in the 13F filings

BWX Technologies Inc · CUSIP 05605H100

Sector · IndustrialsTheme · Energy and power infrastructure· L3VLUP-defined
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
30 Jun 2025
the date the book describes
Filed
15 Aug 2025
latest of these filings; the earliest 30 Jul 2025
Managers listing it
11
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q1 2025 and Q2 2025; 7 listed it in both
Shares listed
5,091,426
combined, among listed positions
Reported value
$733m
combined, at the quarter end

Among the 95 comparable managers: 6 buyers (opened or added shares) and 5 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing BWXT in Q2 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

11 of 11 holders

ActionFiling
Artisan Partners LP1,276,267$184m0.27%Newnew12 Aug 2025 (the filing on sec.gov)
MFS Investment Management919,741$132munder 0.1%Newnew8 Aug 2025 (the filing on sec.gov)
AllianceBernstein LP716,021$103munder 0.1%Trimmed-102,39714 Aug 2025 (the filing on sec.gov)
ARK Investment Management LLC641,049$92m0.68%Added+519,28530 Jul 2025 (the filing on sec.gov)
Arrowstreet Capital LP470,774$68munder 0.1%Trimmed-101,30713 Aug 2025 (the filing on sec.gov)
Janus Henderson Group Ltd430,053$62munder 0.1%Added+75,34914 Aug 2025 (the filing on sec.gov)
Capital Research Global Investors250,845$36munder 0.1%Held013 Aug 2025 (the filing on sec.gov)
Marshall Wace LLP202,271$29munder 0.1%Trimmed-430,05613 Aug 2025 (the filing on sec.gov)
Davidson Kempner Capital Management LP139,836$20m0.29%Trimmed-312,65714 Aug 2025 (the filing on sec.gov)
Polen Capital Management LLC41,037$5.9munder 0.1%Newnew13 Aug 2025 (the filing on sec.gov)
Caxton Associates LLP3,532$509kunder 0.1%Addedn.a.15 Aug 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q1 2025 to Q2 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (3)

Exited (1)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
9 in Q3 2024 to 13 in Q2 2026

Tracked managers listing it, at least.

05101520201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
BWXT by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20157$83mn.a.n.a.
Q3 20155$460mn.a.n.a.
Q4 20155$572mn.a.n.a.
Q1 20168$521mn.a.n.a.
Q2 20167$198mn.a.n.a.
Q3 201610$246mn.a.n.a.
Q4 201611$397mn.a.n.a.
Q1 201713$838mn.a.n.a.
Q2 201713$1.2bnn.a.n.a.
Q3 201715$1.6bnn.a.n.a.
Q4 201712$1.7bnn.a.n.a.
Q1 201812$1.9bnn.a.n.a.
Q2 201814$1.7bnn.a.n.a.
Q3 20188$1.8bnn.a.n.a.
Q4 201810$1.2bnn.a.n.a.
Q1 20198$1.6bnn.a.n.a.
Q2 201910$1.7bnn.a.n.a.
Q3 201910$1.9bnn.a.n.a.
Q4 20199$1.9bnn.a.n.a.
Q1 202011$1.4bnn.a.n.a.
Q2 20209$1.5bnn.a.n.a.
Q3 20207$1.5bnn.a.n.a.
Q4 20209$1.5bnn.a.n.a.
Q1 20216$1.5bnn.a.n.a.
Q2 20216$1.2bnn.a.n.a.
Q3 20216$1.1bnn.a.n.a.
Q4 20218$981mn.a.n.a.
Q1 202210$1.1bnn.a.n.a.
Q2 202211$1.2bnn.a.n.a.
Q3 20229$605mn.a.n.a.
Q4 20229$707mn.a.n.a.
Q1 20238$717mn.a.n.a.
Q2 20236$660mn.a.n.a.
Q3 20234$545mn.a.n.a.
Q4 20235$441m23
Q1 20248$652m53
Q2 20247$533m24
Q3 20249$574m54
Q4 202412$668m74
Q1 202511$364m91
Q2 202511$733m65
Q3 202513$1.4bn59
Q4 202513$1.3bn1420
Q1 202616$1.7bn1520
Q2 202613$1.3bn2017

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

BWXT and GEV →BWXT and XOM →BWXT and CVX →Choose a stock to compare with BWXT →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own BWXT, latest filings →Back to the 13F Explorer →