BWX TECHNOLOGIES INC (BWXT) Institutional Ownership Changes & 13F Activity

BWX TECHNOLOGIES INC (BWXT). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include State Street Corp, Empowered Funds, Llc, Fulcrum Asset Management Llp, Public Employees Retirement System Of Ohio, and Vela Investment Management, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncSell-4,143-3.2%126,249$24.57MQ2 2026Sep 23, 2026
Qrg Capital Management, Inc.Buy+348+14.2%2,807$546.37KQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Buy+260+3.9%6,935$1.35MQ2 2026Sep 23, 2026
State Street CorpBuy+50,425+1.3%3,799,375$739.55MQ2 2026Sep 22, 2026
Security National Bank Of So DakBuy+147—147$28.61KQ2 2026Sep 18, 2026
Manufacturers Life Insurance Company, TheBuy+2,226+4.7%49,769$9.69MQ2 2026Sep 09, 2026
Integrated Wealth Concepts LlcSell-1,391-32.7%2,860$556.77KQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+100+14.3%800$155.73KQ2 2026Sep 04, 2026
Anchor Capital Advisors LlcSell-1,850-8.0%21,137$4.11MQ2 2026Sep 03, 2026
Allianz Asset Management GmbhBuy+274+12.1%2,533$493.05KQ2 2026Sep 02, 2026
Brown, Lisle/Cummings, Inc.Sell-14-19.2%59$11.48KQ2 2026Sep 02, 2026
Vela Investment Management, LlcSell-5,561-100.0%0$0.00Q2 2026Aug 27, 2026
Corient Private Wealth LlcBuy+2,083+19.2%12,916$2.51MQ2 2026Aug 27, 2026
Dakota Wealth ManagementSell-4,769-100.0%0$0.00Q2 2026Aug 26, 2026
Brown Financial AdvisorsBuy+15+1.1%1,348$262.39KQ2 2026Aug 26, 2026
California State Teachers Retirement SystemBuy+399+0.4%106,435$20.72MQ2 2026Aug 24, 2026
Harvest Fund Management Co., LtdSell-110-4.8%2,164$421.00KQ2 2026Aug 20, 2026
Kingsview Wealth Management, LlcBuy+3,428+159.4%5,579$1.09MQ2 2026Aug 19, 2026
Mercer Global Advisors IncBuy+1,554+27.2%7,259$1.41MQ2 2026Aug 19, 2026
Fulcrum Asset Management LlpBuy+10,334—10,334$1.96MQ2 2026Aug 18, 2026
Beacon Pointe Advisors, LlcSell-1,293-16.6%6,490$1.26MQ2 2026Aug 18, 2026
Empowered Funds, LlcSell-22,306-39.0%34,877$6.79MQ2 2026Aug 17, 2026
Public Employees Retirement System Of OhioBuy+5,719+11.5%55,535$10.81MQ2 2026Aug 17, 2026
Jefferies Financial Group Inc.Sell-4,139-77.4%1,206$234.75KQ2 2026Aug 17, 2026
Capstone Investment Advisors, LlcBuy+3,169—3,169$616.85KQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+1,018+14.8%7,899$1.54MQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Buy+620+43.4%2,049$399.00KQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcBuy+50+59.5%134$26.12KQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcBuy+33+1.1%3,159$614.90KQ2 2026Aug 17, 2026
Caitlin John, LlcBuy+11—11$2.14KQ2 2026Aug 17, 2026
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Frequently asked questions about BWXT activity

  • Which institutional owners are buying BWXT?

    Institutional owners buying BWXT include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in BWXT activity?

    "Buy" means an investor increased their reported position in BWXT compared to the prior reporting period. This reflects growing exposure to BWX TECHNOLOGIES INC (BWXT) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in BWXT increasing?

    Institutional interest in BWXT can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.