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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 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 22 Jan 2026
Managers listing it
31
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 11 listed it in both
Shares listed
10,222,333
combined, among listed positions
Reported value
$1.8bn
combined, at the quarter end

Among the 92 comparable managers: 14 buyers (opened or added shares) and 20 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +60,747.

Managers listing BWXT in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

31 of 31 holders

ActionFiling
Invesco Ltd2,568,117$444munder 0.1%Added+18,96719 Feb 2026 (the filing on sec.gov)
MFS Investment Management1,375,740$238m0.08%Added+216,70722 Jan 2026 (the filing on sec.gov)
Artisan Partners LP1,094,914$189m0.28%Trimmed-97,23417 Feb 2026 (the filing on sec.gov)
Fidelity (FMR LLC)870,960$151munder 0.1%Trimmed-114,08717 Feb 2026 (the filing on sec.gov)
ARK Investment Management LLC667,493$115m0.77%Trimmed-13,50311 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc598,295$103munder 0.1%Trimmed-96,94417 Feb 2026 (the filing on sec.gov)
Arrowstreet Capital LP567,783$98m0.06%Added+102,44413 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP564,298$98munder 0.1%Trimmed-66,66317 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP402,171$70m0.10%Added+379,67617 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC268,310$46munder 0.1%Added+214,60112 Feb 2026 (the filing on sec.gov)
Capital Research Global Investors250,845$43munder 0.1%Held011 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd146,914$25munder 0.1%Trimmed-188,00517 Feb 2026 (the filing on sec.gov)
Millennium Management LLC144,968$25munder 0.1%Added+128,85617 Feb 2026 (the filing on sec.gov)
Davidson Kempner Capital Management LP134,947$23m0.27%Newnew17 Feb 2026 (the filing on sec.gov)
Neuberger Berman Group LLC80,881$14munder 0.1%Added+9,15127 Oct 2026 (the filing on sec.gov)
Two Sigma Advisers LP76,400$13munder 0.1%Added+68,60017 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC58,887$10munder 0.1%Trimmed-25,11717 Feb 2026 (the filing on sec.gov)
Squarepoint Ops LLC55,390$9.6munder 0.1%Trimmed-5,44513 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP53,244$9.2munder 0.1%Newnew13 Feb 2026 (the filing on sec.gov)
Man Group PLC50,969$8.8munder 0.1%Added+44,56917 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP39,106$6.8munder 0.1%Trimmed-29,05817 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC36,666$6.3munder 0.1%Trimmed-43,45917 Feb 2026 (the filing on sec.gov)
Polen Capital Management LLC32,328$5.6munder 0.1%Trimmed-4,42012 Feb 2026 (the filing on sec.gov)
Moore Capital Management LP20,371$3.5m0.05%Newnew17 Feb 2026 (the filing on sec.gov)
D. E. Shaw & Co.19,132$3.3munder 0.1%Trimmed-6,69117 Feb 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q3 2025 to Q4 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 (4)

Exited (4)

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 →