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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 Mar 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 12 May 2026
Managers listing it
34
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 12 listed it in both
Shares listed
10,050,117
combined, among listed positions
Reported value
$2.0bn
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 15 buyers (opened or added shares) and 20 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -95,816.

Managers listing BWXT in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

34 of 34 holders

ActionFiling
Invesco Ltd2,522,532$516m0.05%Trimmed-45,58512 May 2026 (the filing on sec.gov)
MFS Investment Management1,286,257$263m0.09%Trimmed-89,48314 May 2026 (the filing on sec.gov)
Artisan Partners LP1,059,209$217m0.35%Trimmed-35,70513 May 2026 (the filing on sec.gov)
Fidelity (FMR LLC)820,494$168munder 0.1%Trimmed-50,46615 May 2026 (the filing on sec.gov)
ARK Investment Management LLC622,546$127m0.99%Trimmed-44,94712 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc612,117$125munder 0.1%Added+13,82215 May 2026 (the filing on sec.gov)
Capital World Investors569,415$116munder 0.1%Newnew13 May 2026 (the filing on sec.gov)
Two Sigma Investments LP551,772$113m0.09%Added+149,60115 May 2026 (the filing on sec.gov)
Arrowstreet Capital LP491,360$100m0.05%Trimmed-76,42314 May 2026 (the filing on sec.gov)
AllianceBernstein LP580,229$100munder 0.1%Added+15,93115 May 2026 (the filing on sec.gov)
Capital Research Global Investors250,845$51munder 0.1%Held013 May 2026 (the filing on sec.gov)
AQR Capital Management LLC188,967$39munder 0.1%Added+130,08015 May 2026 (the filing on sec.gov)
Holocene Advisors LP90,721$19munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Janus Henderson Group Ltd69,794$14munder 0.1%Trimmed-77,12018 May 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP47,453$9.7m0.09%Added+42,53015 May 2026 (the filing on sec.gov)
Polen Capital Management LLC38,123$7.8m0.05%Added+5,79514 May 2026 (the filing on sec.gov)
Millennium Management LLC34,149$7.0munder 0.1%Trimmed-110,81915 May 2026 (the filing on sec.gov)
Moore Capital Management LP31,424$6.4m0.13%Added+11,05315 May 2026 (the filing on sec.gov)
Davidson Kempner Capital Management LP24,900$5.1m0.06%Trimmed-110,04715 May 2026 (the filing on sec.gov)
Walleye Capital LLC23,178$4.7munder 0.1%Added+11,88313 May 2026 (the filing on sec.gov)
Bridgewater Associates LP22,438$4.6munder 0.1%Added+8,44815 May 2026 (the filing on sec.gov)
Marshall Wace LLP18,782$3.8munder 0.1%Trimmed-34,46215 May 2026 (the filing on sec.gov)
D. E. Shaw & Co.18,629$3.8munder 0.1%Trimmed-50315 May 2026 (the filing on sec.gov)
Neuberger Berman Group LLC14,277$2.9munder 0.1%Trimmed-66,60427 Oct 2026 (the filing on sec.gov)
Susquehanna International Group LLP12,644$2.6munder 0.1%Trimmed-26,46215 May 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q4 2025 to Q1 2026, 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 (6)

Exited (2)

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 →