| 0.02% |
| 4 | STATE STREET CORP | 3.8M | $739.5M | +1.4% | 4.147% | 0.01% |
| 5 | JPMORGAN CHASE & CO | 2.7M | $503.1M | +3.2% | 2.897% | 0.03% |
| 6 | FIRST TRUST ADVISORS LP | 2.1M | $404.0M | +49.2% | 2.266% | 0.24% |
| 7 | ALKEON CAPITAL MANAGEMENT LLC | 2.0M | $393.7M | +16.3% | 2.208% | 0.53% |
| 8 | FRANKLIN RESOURCES INC | 1.9M | $375.7M | +1.5% | 2.107% | 0.08% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 1.9M | $362.3M | +3.8% | 2.031% | 0.02% |
| 10 | Invesco Ltd. | 1.8M | $357.2M | -27.2% | 2.003% | 0.03% |
| 11 | Select Equity Group, L.P. | 1.7M | $331.7M | +134.6% | 1.860% | 1.64% |
| 12 | VAN ECK ASSOCIATES CORP | 1.6M | $303.0M | -1.8% | 1.699% | 0.18% |
| 13 | BLAIR WILLIAM & CO/IL | 1.6M | $303.0M | +8.2% | 1.699% | 0.79% |
| 14 | JANE STREET GROUP, LLC | 1.4M | $274.4M | +30.3% | 1.539% | 0.02% |
| 15 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.3M | $248.3M | -0.8% | 1.392% | 0.08% |
| 16 | SNYDER CAPITAL MANAGEMENT L P | 1.2M | $240.9M | +12.3% | 1.351% | 4.16% |
| 17 | TORONTO DOMINION BANK | 1.2M | $232.4M | +0.1% | 1.303% | 0.27% |
| 18 | Bank of New York Mellon Corp | 1.1M | $222.6M | -10.9% | 1.248% | 0.04% |
| 19 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1.1M | $206.8M | -17.5% | 1.160% | 0.25% |
| 20 | Artisan Partners Limited Partnership | 1.1M | $206.2M | +0.0% | 1.157% | 0.33% |
| 21 | BANK OF AMERICA CORP /DE/ | 1.0M | $202.0M | +3.2% | 1.133% | 0.01% |
| 22 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 941K | $183.2M | -4.1% | 1.027% | 0.55% |
| 23 | MORGAN STANLEY | 793K | $154.4M | -18.9% | 0.866% | 0.01% |
| 24 | FMR LLC | 759K | $147.8M | -7.5% | 0.829% | 0.01% |
| 25 | Clearbridge Investments, LLC | 750K | $146.0M | -9.4% | 0.819% | 0.12% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in BWXT — a direct measure of their conviction.
| 94.84% |
| 2.00 pp |
| $7.18B |
| 13% |
| Q4 2024 | 577 | +7.6% | 96.84% | +6.43 pp | $8.24B | +3.0% |
| Q3 2024 | 536 | — | 90.41% | — | $8.00B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
BWXT institutional ownership fell by 0.13 percentage points quarter-over-quarter, with a net change of +33 holders.
The top 10 institutions account for 44.3% of all reported 13F value in BWXT, and the top 25 account for 65.1%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
BWX Technologies, Inc. (BWXT) Institutional Ownership