BWX TECHNOLOGIES INC BWXT
COM · Common Stock · CUSIP 05605H100 · ISIN US05605H1005
American nuclear energy and technology company
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($86.0m this quarter). Holder counts are more reliable. Shares outstanding: 91.4m as of 2025-08-01, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $144.05. Options: 22 managers hold calls ($263.6m notional), 17 hold puts ($78.2m).
Trends to Q2 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 310 |
| Q4 2022 | 347 |
| Q1 2023 | 345 |
| Q2 2023 | 375 |
| Q3 2023 | 389 |
| Q4 2023 | 428 |
| Q1 2024 | 479 |
| Q2 2024 | 496 |
| Q3 2024 | 548 |
| Q4 2024 | 596 |
| Q1 2025 | 607 |
| Q2 2025 | 652 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2023 | 159 | 187 |
| Q4 2023 | 183 | 196 |
| Q1 2024 | 220 | 221 |
| Q2 2024 | 253 | 226 |
| Q3 2024 | 297 | 193 |
| Q4 2024 | 292 | 234 |
| Q1 2025 | 327 | 255 |
| Q2 2025 | 324 | 306 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $70.9m | $12.4m | 0.17 |
| Q4 2024 | $107.1m | $36.4m | 0.34 |
| Q1 2025 | $83.5m | $34.7m | 0.42 |
| Q2 2025 | $263.6m | $78.2m | 0.30 |
Biggest buyers
| Artisan Partners Limited Partnership | New | +1.3m |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Added | +1.3m |
| Invesco Ltd. | Added | +926.1k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | New | +919.7k |
| BlackRock, Inc. | Added | +743.9k |
| ALKEON CAPITAL MANAGEMENT LLC | New | +600.0k |
| ARK Investment Management LLC | Added | +519.3k |
| Alyeska Investment Group, L.P. | New | +516.0k |
| ROYAL BANK OF CANADA | Added | +496.6k |
| Select Equity Group, L.P. | New | +478.3k |
Biggest sellers
| Demars Financial Group, LLC | Reduced | -4.3m |
| CITADEL ADVISORS LLC | Reduced | -479.8k |
| MARSHALL WACE, LLP | Reduced | -430.1k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | Sold out | -370.9k |
| Davidson Kempner Capital Management LP | Reduced | -312.7k |
| Fiera Capital Corp | Reduced | -310.0k |
| WESTWOOD HOLDINGS GROUP INC | Reduced | -303.9k |
| Qube Research & Technologies Ltd | Reduced | -296.7k |
| TUDOR INVESTMENT CORP ET AL | Sold out | -277.4k |
| STATE STREET CORP | Reduced | -267.3k |
Biggest calls
| PEAK6 LLC | Added | $121.8m845.4k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $49.2m341.6k shares |
| WOLVERINE TRADING, LLC | Added | $14.3m99.6k shares |
| JANE STREET GROUP, LLC | Reduced | $11.0m76.6k shares |
| SIMPLEX TRADING, LLC | Added | $10.9m75.7k shares |
| CITADEL ADVISORS LLC | Added | $10.7m74.5k shares |
| IMC-Chicago, LLC | Added | $7.6m52.8k shares |
| Twin Tree Management, LP | Added | $6.9m47.7k shares |
| Walleye Trading LLC | Added | $6.2m43.2k shares |
| Caption Management, LLC | Added | $5.7m39.5k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $20.2m139.9k shares |
| CITADEL ADVISORS LLC | Added | $14.3m99.1k shares |
| SIMPLEX TRADING, LLC | Added | $9.1m62.9k shares |
| Squarepoint Ops LLC | Added | $7.4m51.5k shares |
| Cubist Systematic Strategies, LLC | Added | $5.7m39.9k shares |
| JANE STREET GROUP, LLC | Added | $5.7m39.7k shares |
| IMC-Chicago, LLC | Added | $4.6m32.2k shares |
| WOLVERINE TRADING, LLC | Added | $3.7m25.6k shares |
| D. E. Shaw & Co., Inc. | New | $2.5m17.5k shares |
| PEAK6 LLC | New | $2.0m13.8k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.3% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.2% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales in Q2 2025
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2023 | 1 | $142.5k | 1 | $74.1k | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 1 | $105.4k | — |
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 3 | $5.7m | — |
| Q2 2025 | 0 | — | 0 | — | — |
None reported in Q2 2025.
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.03% of their portfolio | 10.3m $1.5bn | Added +743.9k |
| VANGUARD GROUP INC 0.02% of their portfolio | 9.4m $1.4bn | Reduced -22.3k |
| T. Rowe Price Investment Management, Inc. 0.42% of their portfolio | 4.6m $657.4m | Added +59.6k |
| STATE STREET CORP 0.02% of their portfolio | 3.6m $524.5m | Reduced -267.3k |
| FRANKLIN RESOURCES INC 0.09% of their portfolio | 2.4m $344.4m | Reduced -27.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 1.7m $250.7m | Added +473 |
| SNYDER CAPITAL MANAGEMENT L P 5.04% of their portfolio | 1.6m $236.8m | Reduced -180.1k |
| Invesco Ltd. 0.04% of their portfolio | 1.6m $229.4m | Added +926.1k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.58% of their portfolio | 1.5m $218.6m | Added +1.3m |
| Bank of New York Mellon Corp 0.04% of their portfolio | 1.3m $189.3m | Reduced -25.6k |
| FMR LLC 0.01% of their portfolio | 1.3m $188.7m | Added +29.0k |
| Artisan Partners Limited Partnership 0.27% of their portfolio | 1.3m $183.9m | New |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 1.1m $159.3m | Reduced -105.9k |
| BESSEMER GROUP INC 0.24% of their portfolio | 1.0m $149.7m | Added +977 |
| MORGAN STANLEY 0.01% of their portfolio | 1.0m $145.4m | Added +116.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio | 1.0m $144.6m | Reduced -20.1k |
| BLAIR WILLIAM & CO/IL 0.40% of their portfolio | 1.0m $144.6m | Added +220.6k |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC 0.47% of their portfolio | 973.5k $140.2m | Reduced -143.8k |
| FIRST TRUST ADVISORS LP 0.11% of their portfolio | 955.4k $137.6m | Reduced -217.2k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 944.0k $136.0m | Added +120.9k |
| Clearbridge Investments, LLC 0.11% of their portfolio | 928.1k $133.7m | Reduced -2.5k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.04% of their portfolio | 919.7k $132.5m | New |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 916.6k $132.0m | Added +496.6k |
| Mawer Investment Management Ltd. 0.66% of their portfolio | 900.4k $129.7m | Added +121.5k |
| UBS Group AG 0.03% of their portfolio | 847.6k $122.1m | Added +421.0k |
| VAN ECK ASSOCIATES CORP 0.13% of their portfolio | 780.8k $112.5m | Added +218.2k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 776.5k $111.9m | Reduced -56.1k |
| ALLIANCEBERNSTEIN L.P. 0.03% of their portfolio | 716.0k $103.1m | Reduced -102.4k |
| RAYMOND JAMES FINANCIAL INC 0.04% of their portfolio | 707.6k $101.9m | Added +52.0k |
| WESTWOOD HOLDINGS GROUP INC 0.68% of their portfolio | 654.6k $94.3m | Reduced -303.9k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.08% of their portfolio | 654.1k $94.2m | Reduced -17.6k |
| ARK Investment Management LLC 0.68% of their portfolio | 641.0k $92.3m | Added +519.3k |
| Thrivent Financial for Lutherans 0.20% of their portfolio | 624.0k $89.9m | Reduced -112.7k |
| ALKEON CAPITAL MANAGEMENT LLC 0.42% of their portfolio | 600.0k $86.4m | New |
| Stephens Investment Management Group LLC 1.12% of their portfolio | 587.4k $84.6m | Added +63.7k |
| MACQUARIE GROUP LTD 0.10% of their portfolio | 568.1k $81.8m | Reduced -135.4k |
| Copeland Capital Management, LLC 1.66% of their portfolio | 560.0k $80.7m | Reduced -138.0k |
| Fiera Capital Corp 0.27% of their portfolio | 557.3k $80.3m | Reduced -310.0k |
| AMERICAN CENTURY COMPANIES INC 0.04% of their portfolio | 539.9k $77.8m | Added +77.3k |
| AMERIPRISE FINANCIAL INC 0.02% of their portfolio | 531.6k $76.6m | Added +110.0k |
| Alyeska Investment Group, L.P. 0.26% of their portfolio | 516.0k $74.3m | New |
| ZWJ INVESTMENT COUNSEL INC 2.72% of their portfolio | 508.8k $73.3m | Added +2.3k |
| Select Equity Group, L.P. 0.29% of their portfolio | 478.3k $68.9m | New |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.05% of their portfolio | 470.8k $67.8m | Reduced -101.3k |
| Chevy Chase Trust Holdings, LLC 0.19% of their portfolio | 463.9k $66.8m | Added +371.7k |
| FEDERATED HERMES, INC. 0.12% of their portfolio | 450.9k $65.0m | Added +372.8k |
| Baird Financial Group, Inc. 0.11% of their portfolio | 431.3k $62.1m | Reduced -29.1k |
| JANUS HENDERSON GROUP PLC 0.03% of their portfolio | 430.1k $62.0m | Added +75.3k |
| Ensign Peak Advisors, Inc 0.09% of their portfolio | 373.4k $53.8m | Reduced -20.9k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.36% of their portfolio | 372.5k $53.7m | Added +39.9k |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 366.6k $52.8m | Reduced -107.2k |
| Harvey Partners, LLC 4.82% of their portfolio | 335.5k $48.3m | Added +6.5k |
| TD Asset Management Inc 0.04% of their portfolio | 327.8k $47.2m | Reduced -15.8k |
| ANCHOR CAPITAL ADVISORS LLC 1.32% of their portfolio | 313.1k $45.1m | Reduced -16.2k |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 0.42% of their portfolio | 312.3k $45.0m | Reduced -243.0k |
| SAPIENT CAPITAL LLC 0.80% of their portfolio | 310.7k $44.8m | Reduced -6.5k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 309.7k $44.6m | Reduced -16.7k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.06% of their portfolio | 297.7k $42.9m | Reduced -981 |
| Orbis Allan Gray Ltd 0.21% of their portfolio | 295.0k $42.5m | New |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.39% of their portfolio | 293.3k $42.2m | Added +27.0k |
| BROWN ADVISORY INC 0.06% of their portfolio | 291.0k $41.9m | Added +276.8k |
| Chescapmanager LLC 7.01% of their portfolio | 290.1k $41.8m | Added +5.0k |
| BRIDGES INVESTMENT MANAGEMENT INC 0.56% of their portfolio | 288.4k $41.5m | Added +5.6k |
| VICTORY CAPITAL MANAGEMENT INC 0.03% of their portfolio | 287.7k $41.5m | Added +215.1k |
| Sumitomo Mitsui Trust Group, Inc. 0.03% of their portfolio | 286.1k $41.2m | Reduced -37.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 281.6k $40.6m | Reduced -130.1k |
| Amanah Holdings Trust 10.02% of their portfolio | 281.0k $40.5m | First filing |
| Amova Asset Management Americas, Inc. 0.40% of their portfolio | 279.2k $40.2m | Reduced -38.3k |
| SHAPIRO CAPITAL MANAGEMENT LLC 1.74% of their portfolio | 274.9k $39.6m | Reduced -168.1k |
| Allspring Global Investments Holdings, LLC 0.06% of their portfolio | 274.6k $38.5m | New |
| CANADA LIFE ASSURANCE Co 0.06% of their portfolio | 266.2k $38.4m | Reduced -7.4k |
| Nicholas Investment Partners, LP 3.41% of their portfolio | 265.5k $38.3m | Reduced -22.4k |
| STIFEL FINANCIAL CORP 0.04% of their portfolio | 262.5k $37.8m | Reduced -13.1k |
| Nuveen, LLC 0.01% of their portfolio | 259.6k $37.4m | Added +1.6k |
| CITIGROUP INC 0.03% of their portfolio | 259.1k $37.3m | Added +60.4k |
| SEI INVESTMENTS CO 0.04% of their portfolio | 257.0k $37.0m | Added +42.6k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 254.3k $36.6m | Reduced -63.1k |
| Capital Research Global Investors 0.01% of their portfolio | 250.8k $36.1m | Unchanged |
| Encompass Capital Advisors LLC 1.45% of their portfolio | 250.0k $36.0m | New |
| SEGRA CAPITAL MANAGEMENT, LLC 11.62% of their portfolio | 250.0k $36.0m | Added +13.6k |
| LOOMIS SAYLES & CO L P 0.04% of their portfolio | 248.3k $35.8m | Reduced -44.2k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 246.2k $35.5m | Reduced -44.5k |
| Driehaus Capital Management LLC 0.28% of their portfolio | 246.0k $35.4m | Added +147.6k |
| RHUMBLINE ADVISERS 0.03% of their portfolio | 240.3k $34.6m | Reduced -2.6k |
| Minneapolis Portfolio Management Group, LLC 4.26% of their portfolio | 239.0k $34.4m | Reduced -2.9k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 218.4k $31.5m | Added +76.7k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 216.0k $31.1m | Reduced -36.9k |
| Atika Capital Management LLC 3.17% of their portfolio | 210.4k $30.3m | Added +103.0k |
| Vident Advisory, LLC 0.34% of their portfolio | 209.4k $30.2m | Added +60.5k |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 207.3k $29.9m | Reduced -3.4k |
| MARSHALL WACE, LLP 0.03% of their portfolio | 202.3k $29.1m | Reduced -430.1k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 191.9k $27.6m | Reduced -12.5k |
| PHILADELPHIA TRUST CO 2.00% of their portfolio | 181.2k $26.1m | Added +1.6k |
| Swiss National Bank 0.02% of their portfolio | 174.5k $25.1m | Reduced -2.6k |
| Covea Finance 0.92% of their portfolio | 172.3k $24.8m | Added +64.0k |
| Focus Partners Wealth 0.05% of their portfolio | 158.7k $22.9m | Added +141.3k |
| Cresset Asset Management, LLC 0.11% of their portfolio | 158.0k $22.8m | Reduced -8.4k |
| Bank Julius Baer & Co. Ltd, Zurich 0.07% of their portfolio | 157.2k $22.6m | Reduced -14.2k |
| RPG Investment Advisory, LLC 2.79% of their portfolio | 156.0k $22.5m | Reduced -154.3k |
| California Public Employees Retirement System 0.01% of their portfolio | 153.9k $22.2m | Reduced -151.8k |