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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
31 Dec 2024
the date the book describes
Filed
14 Feb 2025
latest of these filings; the earliest 4 Feb 2025
Managers listing it
12
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q3 2024 and Q4 2024; 7 listed it in both
Shares listed
6,000,283
combined, among listed positions
Reported value
$668m
combined, at the quarter end

Among the 94 comparable managers: 7 buyers (opened or added shares) and 4 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 Q4 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

12 of 12 holders

ActionFiling
Wellington Management Group LLP1,938,303$216munder 0.1%Trimmed-1,031,69912 Feb 2025 (the filing on sec.gov)
Balyasny Asset Management LLC916,323$102m0.15%Added+615,69314 Feb 2025 (the filing on sec.gov)
AllianceBernstein LP798,779$89munder 0.1%Trimmed-73,41812 Feb 2025 (the filing on sec.gov)
Arrowstreet Capital LP471,260$52munder 0.1%Addedn.a.12 Feb 2025 (the filing on sec.gov)
Davidson Kempner Capital Management LP457,128$51m0.85%Newnew14 Feb 2025 (the filing on sec.gov)
Janus Henderson Group Ltd350,624$39munder 0.1%Trimmed-35,28614 Feb 2025 (the filing on sec.gov)
Marshall Wace LLP338,207$38munder 0.1%Addedn.a.13 Feb 2025 (the filing on sec.gov)
Capital Research Global Investors250,845$28munder 0.1%Held013 Feb 2025 (the filing on sec.gov)
Point72 Asset Management LP207,305$23m0.05%Newnew14 Feb 2025 (the filing on sec.gov)
Verition Fund Management LLC104,805$12munder 0.1%Added+21,95114 Feb 2025 (the filing on sec.gov)
ARK Investment Management LLC94,923$11m0.09%Newnew4 Feb 2025 (the filing on sec.gov)
Moore Capital Management LP71,781$8.0m0.09%Trimmed-17,94414 Feb 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2024 to Q4 2024, 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 (0)

No exit shown by a manager’s own filing.

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 →