- Quarter end
- 30 Sep 2025
- the date the book describes
- Filed
- 9 Dec 2025
- latest of these filings; the earliest 29 Oct 2025
- Managers listing it
- 13
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q2 2025 and Q3 2025; 9 listed it in both
- Shares listed
- 7,522,153
- combined, among listed positions
- Reported value
- $1.4bn
- combined, at the quarter end
Among the 95 comparable managers: 5 buyers (opened or added shares) and 9 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 Q3 2025
13 of 13 holders
Largest increases and reductions, by shares
Increases
- MFS Investment Managementexisting position · 1,159,033 shares now+239,292
- Tudor Investment Corpnew position · 132,020 shares now+132,020
- Caxton Associates LLPexisting position · 58,926 shares now+55,394
- ARK Investment Management LLCexisting position · 680,996 shares now+39,947
Reductions
- Janus Henderson Group Ltdexisting position · 334,919 shares now-95,134
- AllianceBernstein LPexisting position · 630,961 shares now-85,060
- Artisan Partners LPexisting position · 1,192,148 shares now-84,119
- Arrowstreet Capital LPexisting position · 465,339 shares now-5,435
- Polen Capital Management LLCexisting position · 36,748 shares now-4,289
New positions and exits
New (1)
Exited (2)
- Marshall Wace LLPwas $29m
- Davidson Kempner Capital Management LPwas $20m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2015 | 7 | $83m | n.a. | n.a. |
| Q3 2015 | 5 | $460m | n.a. | n.a. |
| Q4 2015 | 5 | $572m | n.a. | n.a. |
| Q1 2016 | 8 | $521m | n.a. | n.a. |
| Q2 2016 | 7 | $198m | n.a. | n.a. |
| Q3 2016 | 10 | $246m | n.a. | n.a. |
| Q4 2016 | 11 | $397m | n.a. | n.a. |
| Q1 2017 | 13 | $838m | n.a. | n.a. |
| Q2 2017 | 13 | $1.2bn | n.a. | n.a. |
| Q3 2017 | 15 | $1.6bn | n.a. | n.a. |
| Q4 2017 | 12 | $1.7bn | n.a. | n.a. |
| Q1 2018 | 12 | $1.9bn | n.a. | n.a. |
| Q2 2018 | 14 | $1.7bn | n.a. | n.a. |
| Q3 2018 | 8 | $1.8bn | n.a. | n.a. |
| Q4 2018 | 10 | $1.2bn | n.a. | n.a. |
| Q1 2019 | 8 | $1.6bn | n.a. | n.a. |
| Q2 2019 | 10 | $1.7bn | n.a. | n.a. |
| Q3 2019 | 10 | $1.9bn | n.a. | n.a. |
| Q4 2019 | 9 | $1.9bn | n.a. | n.a. |
| Q1 2020 | 11 | $1.4bn | n.a. | n.a. |
| Q2 2020 | 9 | $1.5bn | n.a. | n.a. |
| Q3 2020 | 7 | $1.5bn | n.a. | n.a. |
| Q4 2020 | 9 | $1.5bn | n.a. | n.a. |
| Q1 2021 | 6 | $1.5bn | n.a. | n.a. |
| Q2 2021 | 6 | $1.2bn | n.a. | n.a. |
| Q3 2021 | 6 | $1.1bn | n.a. | n.a. |
| Q4 2021 | 8 | $981m | n.a. | n.a. |
| Q1 2022 | 10 | $1.1bn | n.a. | n.a. |
| Q2 2022 | 11 | $1.2bn | n.a. | n.a. |
| Q3 2022 | 9 | $605m | n.a. | n.a. |
| Q4 2022 | 9 | $707m | n.a. | n.a. |
| Q1 2023 | 8 | $717m | n.a. | n.a. |
| Q2 2023 | 6 | $660m | n.a. | n.a. |
| Q3 2023 | 4 | $545m | n.a. | n.a. |
| Q4 2023 | 5 | $441m | 2 | 3 |
| Q1 2024 | 8 | $652m | 5 | 3 |
| Q2 2024 | 7 | $533m | 2 | 4 |
| Q3 2024 | 9 | $574m | 5 | 4 |
| Q4 2024 | 12 | $668m | 7 | 4 |
| Q1 2025 | 11 | $364m | 9 | 1 |
| Q2 2025 | 11 | $733m | 6 | 5 |
| Q3 2025 | 13 | $1.4bn | 5 | 9 |
| Q4 2025 | 13 | $1.3bn | 14 | 20 |
| Q1 2026 | 16 | $1.7bn | 15 | 20 |
| Q2 2026 | 13 | $1.3bn | 20 | 17 |
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 →