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 ($50.0m this quarter). Holder counts are more reliable. Shares outstanding: 91.6m as of 2026-07-31, 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 ≈ $194.55. Options: 18 managers hold calls ($525.9m notional), 15 hold puts ($148.4m).
Trends to Q2 2026
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 |
| Q3 2025 | 704 |
| Q4 2025 | 761 |
| Q1 2026 | 831 |
| Q2 2026 | 853 |
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 2024 | 297 | 193 |
| Q4 2024 | 292 | 234 |
| Q1 2025 | 327 | 255 |
| Q2 2025 | 324 | 306 |
| Q3 2025 | 338 | 327 |
| Q4 2025 | 346 | 333 |
| Q1 2026 | 452 | 318 |
| Q2 2026 | 429 | 366 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $237.6m | $110.4m | 0.46 |
| Q4 2025 | $454.6m | $102.0m | 0.22 |
| Q1 2026 | $518.4m | $107.4m | 0.21 |
| Q2 2026 | $525.9m | $148.4m | 0.28 |
Biggest buyers
| Select Equity Group, L.P. | Added | +977.6k |
| FIRST TRUST ADVISORS LP | Added | +684.5k |
| ALKEON CAPITAL MANAGEMENT LLC | Added | +283.4k |
| Alyeska Investment Group, L.P. | New | +255.3k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +232.4k |
| Davidson Kempner Capital Management LP | Added | +214.2k |
| NFJ INVESTMENT GROUP, LLC | New | +201.7k |
| SNYDER CAPITAL MANAGEMENT L P | Added | +135.4k |
| NEUBERGER BERMAN GROUP LLC | Added | +125.6k |
| BLAIR WILLIAM & CO/IL | Added | +118.3k |
Biggest sellers
| Invesco Ltd. | Reduced | -687.2k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Sold out | -491.4k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -428.7k |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | Reduced | -426.1k |
| BlackRock, Inc. | Reduced | -363.7k |
| FengHe Fund Management Pte. Ltd. | Reduced | -356.5k |
| Fiera Capital Corp | Reduced | -315.3k |
| Munro Partners | Sold out | -246.2k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | Reduced | -225.5k |
| BESSEMER GROUP INC | Reduced | -187.7k |
Biggest calls
| JANE STREET GROUP, LLC | Added | $227.5m1.2m shares |
| TORONTO DOMINION BANK | Unchanged | $157.7m810.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $61.6m316.6k shares |
| CITADEL ADVISORS LLC | Added | $34.1m175.2k shares |
| IMC-Chicago, LLC | Added | $18.4m94.6k shares |
| GROUP ONE TRADING LLC | Reduced | $5.9m30.5k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $5.6m28.6k shares |
| SIMPLEX TRADING, LLC | Added | $3.1m15.7k shares |
| Point72 Asset Management, L.P. | Reduced | $2.9m15.1k shares |
| Squarepoint Ops LLC | Added | $2.4m12.2k shares |
Biggest puts
| TORONTO DOMINION BANK | Unchanged | $37.0m190.0k shares |
| JANE STREET GROUP, LLC | Added | $32.4m166.2k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $25.1m128.8k shares |
| CITADEL ADVISORS LLC | Added | $24.0m123.1k shares |
| IMC-Chicago, LLC | Added | $11.0m56.6k shares |
| SIMPLEX TRADING, LLC | Added | $4.2m21.5k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $3.9m20.0k shares |
| Squarepoint Ops LLC | Reduced | $3.7m19.1k shares |
| Point72 Asset Management, L.P. | Reduced | $2.8m14.2k shares |
| Walleye Capital LLC | Added | $1.5m7.9k 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 since 1 Apr 2026
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 |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 3 | $5.7m | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 4 | $5.4m | — |
| Q4 2025 | 0 | — | 1 | $2.0m | $2.0m |
| Q1 2026 | 0 | — | 3 | $2.7m | $2.0m |
| Q2 2026 | 0 | — | 2 | $2.6m | $2.0m |
| Q3 2026 | 0 | — | 1 | $1.7m | $1.7m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-08-12 | Geveden Rex D President and CEO, director | Sold plan | $1.7m10.0k shares |
| 2026-05-12 | Geveden Rex D President and CEO, director | Sold plan | $2.0m10.0k shares |
| 2026-05-11 | Fitzgerald Michael Thomas SVP & Chief Financial Officer | Sold | $505.8k2.4k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.04% of their portfolio | 12.1m $2.4bn | Reduced -363.7k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.04% of their portfolio | 4.8m $925.6m | Reduced -136.2k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 4.1m $805.9m | Added +46.2k |
| STATE STREET CORP 0.02% of their portfolio | 3.8m $739.5m | Added +50.4k |
| JPMORGAN CHASE & CO 0.03% of their portfolio | 2.7m $503.1m | Added +81.4k |
| FIRST TRUST ADVISORS LP 0.24% of their portfolio | 2.1m $404.0m | Added +684.5k |
| ALKEON CAPITAL MANAGEMENT LLC 1.52% of their portfolio | 2.0m $393.7m | Added +283.4k |
| FRANKLIN RESOURCES INC 0.08% of their portfolio | 1.9m $375.7m | Added +29.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 1.9m $362.3m | Added +67.2k |
| Invesco Ltd. 0.03% of their portfolio | 1.8m $357.2m | Reduced -687.2k |
| Select Equity Group, L.P. 1.76% of their portfolio | 1.7m $331.7m | Added +977.6k |
| VAN ECK ASSOCIATES CORP 0.18% of their portfolio | 1.6m $303.0m | Reduced -27.7k |
| BLAIR WILLIAM & CO/IL 0.79% of their portfolio | 1.6m $303.0m | Added +118.3k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.08% of their portfolio | 1.3m $248.3m | Reduced -10.6k |
| SNYDER CAPITAL MANAGEMENT L P 4.16% of their portfolio | 1.2m $240.9m | Added +135.4k |
| T. Rowe Price Investment Management, Inc. 0.15% of their portfolio | 1.2m $229.5m | Reduced -148.1k |
| Bank of New York Mellon Corp 0.04% of their portfolio | 1.1m $222.6m | Reduced -140.5k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.25% of their portfolio | 1.1m $206.8m | Reduced -225.5k |
| Artisan Partners Limited Partnership 0.34% of their portfolio | 1.1m $206.2m | Added +287 |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 1.0m $202.0m | Added +32.2k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.55% of their portfolio | 941.2k $183.2m | Reduced -40.5k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.02% of their portfolio | 844.5k $164.4m | Added +232.4k |
| MORGAN STANLEY 0.01% of their portfolio | 793.3k $154.4m | Reduced -184.5k |
| FMR LLC 0.01% of their portfolio | 759.1k $147.8m | Reduced -61.4k |
| Clearbridge Investments, LLC 0.12% of their portfolio | 750.1k $146.0m | Reduced -77.7k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 748.5k $145.7m | Added +26.4k |
| Mawer Investment Management Ltd. 0.91% of their portfolio | 689.8k $134.3m | Reduced -44.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 682.9k $132.9m | Reduced -6.4k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 642.6k $125.1m | Reduced -53.9k |
| Capital World Investors 0.01% of their portfolio | 640.3k $124.6m | Added +70.9k |
| FEDERATED HERMES, INC. 0.18% of their portfolio | 637.5k $124.1m | Added +96.9k |
| Stephens Investment Management Group LLC 1.25% of their portfolio | 600.4k $116.9m | Added +41.8k |
| VANGUARD FIDUCIARY TRUST CO 0.03% of their portfolio | 591.0k $115.0m | Added +20.7k |
| RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio | 570.6k $111.1m | Added +37.0k |
| ALLIANCEBERNSTEIN L.P. 0.04% of their portfolio | 565.6k $115.7m | Reduced -14.6k |
| ARK Investment Management LLC 0.69% of their portfolio | 549.9k $107.0m | Reduced -72.7k |
| Chevy Chase Trust Holdings, LLC 0.27% of their portfolio | 541.1k $105.3m | Added +8.9k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 512.3k $99.7m | Added +114.5k |
| UBS Group AG 0.01% of their portfolio | 468.2k $91.1m | Added +65.3k |
| BESSEMER GROUP INC 0.12% of their portfolio | 438.4k $85.3m | Reduced -187.7k |
| Fiera Capital Corp 0.29% of their portfolio | 414.0k $80.6m | Reduced -315.3k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 411.4k $80.1m | Reduced -24.7k |
| CITIGROUP INC 0.03% of their portfolio | 377.2k $73.4m | Reduced -21.2k |
| ZWJ INVESTMENT COUNSEL INC 2.37% of their portfolio | 377.1k $73.4m | Reduced -15.2k |
| Thrivent Financial for Lutherans 0.12% of their portfolio | 376.4k $73.3m | Reduced -100.6k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.05% of their portfolio | 375.5k $71.1m | Reduced -5.4k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 323.6k $63.0m | Reduced -12.6k |
| Orbis Allan Gray Ltd 0.20% of their portfolio | 297.3k $57.9m | Reduced -1.0k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.07% of their portfolio | 293.9k $57.2m | Reduced -3.1k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.08% of their portfolio | 290.3k $56.5m | Reduced -7.7k |
| STIFEL FINANCIAL CORP 0.05% of their portfolio | 283.0k $55.1m | Added +2.7k |
| Nicholas Investment Partners, LP 2.99% of their portfolio | 272.4k $53.0m | Added +10.5k |
| Capital Research Global Investors 0.01% of their portfolio | 257.7k $50.2m | Added +6.9k |
| KING LUTHER CAPITAL MANAGEMENT CORP 0.21% of their portfolio | 257.4k $50.1m | Reduced -36.3k |
| Alyeska Investment Group, L.P. 0.13% of their portfolio | 255.3k $49.7m | New |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 0.44% of their portfolio | 255.1k $49.7m | Added +73.0k |
| Harvey Partners, LLC 3.28% of their portfolio | 243.1k $47.3m | Reduced -12.2k |
| Davidson Kempner Capital Management LP 0.75% of their portfolio | 239.1k $46.5m | Added +214.2k |
| RHUMBLINE ADVISERS 0.03% of their portfolio | 237.6k $46.3m | Added +10.4k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.30% of their portfolio | 232.8k $45.3m | Reduced -18.4k |
| VICTORY CAPITAL MANAGEMENT INC 0.03% of their portfolio | 229.7k $44.7m | Added +3.2k |
| SAPIENT CAPITAL LLC 0.58% of their portfolio | 227.1k $44.2m | Reduced -3.3k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 214.8k $41.8m | Added +25.9k |
| TREMBLANT CAPITAL GROUP 1.17% of their portfolio | 208.5k $40.6m | Reduced -46.9k |
| Tidal Investments LLC 0.10% of their portfolio | 208.1k $40.5m | Added +65.7k |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 207.1k $40.3m | Reduced -118.9k |
| NFJ INVESTMENT GROUP, LLC 1.33% of their portfolio | 201.7k $39.3m | New |
| PHILADELPHIA TRUST CO 2.44% of their portfolio | 195.2k $38.0m | Added +24.5k |
| TORONTO DOMINION BANK 0.06% of their portfolio | 194.0k $37.8m | Added +786 |
| Ananym Capital Management, LP 13.47% of their portfolio | 192.4k $37.5m | Added +74.0k |
| LOOMIS SAYLES & CO L P 0.05% of their portfolio | 184.5k $35.9m | Reduced -4.7k |
| Swiss National Bank 0.02% of their portfolio | 183.8k $35.8m | Added +3.0k |
| SEI INVESTMENTS CO 0.03% of their portfolio | 182.6k $35.5m | Added +18.0k |
| Vident Advisory, LLC 0.26% of their portfolio | 176.3k $34.3m | Reduced -5.3k |
| MIZUHO MARKETS AMERICAS LLC 0.62% of their portfolio | 176.2k $34.3m | Reduced -21.4k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 174.0k $33.9m | Reduced -90.2k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 165.7k $32.2m | Reduced -521 |
| Gotham Asset Management, LLC 0.07% of their portfolio | 162.2k $31.6m | Reduced -15.3k |
| Nuveen, LLC 0.01% of their portfolio | 161.3k $31.4m | Reduced -14.9k |
| Cresset Asset Management, LLC 0.11% of their portfolio | 160.8k $31.3m | Added +22.7k |
| Focus Partners Wealth 0.03% of their portfolio | 160.5k $31.2m | Reduced -3.9k |
| Minneapolis Portfolio Management Group, LLC 2.80% of their portfolio | 152.0k $29.6m | Reduced -5.5k |
| Allspring Global Investments Holdings, LLC 0.04% of their portfolio | 150.7k $28.8m | Reduced -37.2k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 148.7k $28.9m | Reduced -16.3k |
| COOKSON PEIRCE & CO INC 0.90% of their portfolio | 140.9k $27.4m | Added +23.4k |
| NEUBERGER BERMAN GROUP LLC 0.02% of their portfolio | 139.9k $27.2m | Added +125.6k |
| California Public Employees Retirement System 0.02% of their portfolio | 139.8k $27.2m | Reduced -31.7k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 139.4k $27.1m | Reduced -63.4k |
| RPG Investment Advisory, LLC 2.68% of their portfolio | 133.7k $26.0m | Reduced -350 |
| Legal & General Group Plc 0.01% of their portfolio | 128.2k $25.0m | Added +6.6k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 126.2k $24.6m | Reduced -4.1k |
| TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio | 123.1k $24.0m | Reduced -428.7k |
| Covea Finance 0.74% of their portfolio | 121.1k $23.6m | Added +2.2k |
| JENNISON ASSOCIATES LLC 0.01% of their portfolio | 118.5k $23.1m | Reduced -153 |
| Ceredex Value Advisors LLC 0.62% of their portfolio | 113.3k $22.1m | Added +15.7k |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 0.90% of their portfolio | 113.1k $22.0m | Added +40.0k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 109.1k $21.2m | Reduced -22.2k |
| ARS Investment Partners, LLC 0.93% of their portfolio | 109.0k $21.2m | Added +73.5k |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC 0.09% of their portfolio | 108.0k $21.0m | New |
| Retirement Systems of Alabama 0.06% of their portfolio | 106.8k $20.8m | Reduced -17.3k |