# BWX TECHNOLOGIES INC (BWXT)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/BWXT/

- Reporting holders: 26
- Reported value: $97.8M
- Held through calls: 0.0%
- Held through puts: 0.3%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [SEGRA CAPITAL MANAGEMENT, LLC](https://holderbook.com/funds/1607512-segra-capital-management-llc/) | $48.7M | 355,136 | 4.9% | 1 |
| [SAPIENT CAPITAL LLC](https://holderbook.com/funds/1998653-sapient-capital-llc/) | $31.0M | 226,475 | 0.4% | 10 |
| [Stonebridge Financial Group, LLC](https://holderbook.com/funds/2009367-stonebridge-financial-group-llc/) | $6.0M | 43,904 | 0.4% | 8 |
| [Insight Wealth Strategies, LLC](https://holderbook.com/funds/1749914-insight-wealth-strategies-llc/) | $5.1M | 37,565 | 0.5% | 2 |
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $2.1M | 15,012 | 0.0% | 3 |
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $879.8K | 4,022 | 0.1% | 8 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $733.4K | 5,354 | 0.0% | 11 |
| [Legacy Wealth Asset Management, LLC](https://holderbook.com/funds/1846151-legacy-wealth-asset-management-llc/) | $695.7K | 5,078 | 0.2% | 24 |
| [DOLIVER ADVISORS, LP](https://holderbook.com/funds/938077-doliver-advisors-lp/) | $502.0K | 3,664 | 0.1% | 6 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $455.7K | 3,326 | 0.0% | 12 |
| [Lincoln Capital LLC](https://holderbook.com/funds/1633862-lincoln-capital-llc/) | $301.6K | 2,201 | 0.1% | 8 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $260.8K | 1,903 | 0.0% | 11 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $248.0K | 1,810 | 0.0% | 16 |
| [Acropolis Investment Management, LLC](https://holderbook.com/funds/1318601-acropolis-investment-management-llc/) | $214.4K | 1,565 | 0.0% | 5 |
| [Capital Advisors Wealth Management, LLC](https://holderbook.com/funds/1824700-capital-advisors-wealth-management-llc/) | $205.4K | 1,499 | 0.0% | 5 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $142.9K | 1,043 | 0.0% | 32 |
| [TOTH FINANCIAL ADVISORY CORP](https://holderbook.com/funds/866780-toth-financial-advisory-corp/) | $113.7K | 830 | 0.0% | 12 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $53.0K | 387 | 0.0% | 19 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $44.6K | 325 | 0.0% | 1 |
| [Byrne Asset Management LLC](https://holderbook.com/funds/1911322-byrne-asset-management-llc/) | $34.2K | 250 | 0.0% | 1 |
| [Retirement Wealth Solutions LLC](https://holderbook.com/funds/2044741-retirement-wealth-solutions-llc/) | $16.1K | 117 | 0.0% | 8 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $6.8K | 50 | 0.0% | 26 |
| [Marquette Asset Management, LLC](https://holderbook.com/funds/1395067-marquette-asset-management-llc/) | $1.9K | 14 | 0.0% | 1 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $1.4K | 10 | 0.0% | 7 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $959 | 7 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 26 | $97.8M |
| Q2 2026 | 858 | $18.2B |
| Q1 2026 | 831 | $18.2B |
| Q4 2025 | 761 | $15.5B |
| Q3 2025 | 710 | $16.3B |
| Q2 2025 | 660 | $13.0B |
| Q1 2025 | 613 | $8.4B |
| Q4 2024 | 601 | $9.5B |
| Q3 2024 | 551 | $9.2B |
| Q2 2024 | 497 | $8.1B |
| Q1 2024 | 482 | $8.9B |
| Q4 2023 | 432 | $6.8B |

