BWX Technologies Inc (BWXT) Ownership

95.74 ↓1.82 (-1.87%)
As of August 30, 2024, 3:59pm EST.

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of BWX Technologies Inc (BWXT), owning a total of 9.3 million shares. Combined, the top 29 institutional holders of BWXT own 79.94% of the company with a total of 73.1 million shares.

In the latest ownership report on June 30th 2024, the top 29 institutional holders decreased their combined ownership of BWXT by 1.2 million shares. 4 institutions bought 389,970 total additional shares and increased their ownership by an average of 5.11%. However 7 institutions sold 1,561,054 total shares and decreased their ownership by an average of 10.03%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of BWX Technologies decreased by a net total of -1,171,084 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc10.151%-1.363%9,279,416-128,2512024-06-30
Vanguard Group Inc9.684%1.343%8,853,246117,3482024-06-30
William Blair Investment Management, LLC4.344%-0.846%3,971,518-33,8992024-06-30
T. Rowe Price Investment Management,Inc.4.171%-0.046%3,812,967-1,7492024-06-30
Wellington Management Company LLP4.102%-11.695%3,750,286-496,7002024-06-30
Snyder Capital Management LP1.992%-16.397%1,821,380-357,2152024-06-30
Barrow Hanley Mewhinney & Strauss LLC1.868%12.669%1,707,832192,0422024-06-30
Bank of New York Mellon Corp1.472%-5.165%1,345,187-73,2652024-06-30
Dimensional Fund Advisors, Inc.1.469%6.102%1,343,07677,2372024-06-30
Charles Schwab Investment Management Inc1.159%0.317%1,059,3473,3432024-06-30
ClearBridge Advisors, LLC0.969%-34.672%885,509-469,9752024-06-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc10.151%-1.363%9,279,416-128,2512024-06-30
Vanguard Group Inc9.684%1.343%8,853,246117,3482024-06-30
T. Rowe Price Associates, Inc.8.513%-10.873%7,765,380-947,3252022-06-30
William Blair Investment Management, LLC4.344%-0.846%3,971,518-33,8992024-06-30
T. Rowe Price Investment Management,Inc.4.171%-0.046%3,812,967-1,7492024-06-30
Wellington Management Company LLP4.102%-11.695%3,750,286-496,7002024-06-30
State Street Corporation3.813%-2.511%3,485,525-89,7772024-03-31
Capital Research & Mgmt Co - Division 32.674%0.020%2,439,2354802022-09-30
Boston Partners Global Investors, Inc2.601%-8.954%2,378,109-233,8842024-03-31
Franklin Resources Inc2.403%-1.391%2,196,577-30,9872024-03-31
Amvescap Plc.2.165%12.037%1,979,193212,6472024-03-31
FMR Inc2.125%7.300%1,942,336132,1362024-03-31
Snyder Capital Management LP1.992%-16.397%1,821,380-357,2152024-06-30
Capital Research Global Investors1.974%-35.218%1,806,290-981,9802023-06-30
Barrow Hanley Mewhinney & Strauss LLC1.868%12.669%1,707,832192,0422024-06-30
Geode Capital Management, LLC1.756%13.365%1,604,816189,1932024-03-31
Bank of New York Mellon Corp1.472%-5.165%1,345,187-73,2652024-06-30
Dimensional Fund Advisors, Inc.1.469%6.102%1,343,07677,2372024-06-30
Cooke & Bieler LP1.462%-11.041%1,336,320-165,8552023-12-31
Fidelity International Ltd1.285%10.433%1,174,579110,9662024-03-31
Shapiro Capital Management Co Inc1.195%-11.179%1,093,261-137,6002023-06-30
HHG PLC1.188%-59.630%1,086,659-1,605,0612022-12-31
Anchor Capital Advisors Inc1.182%-1.147%1,081,173-12,5482023-03-31
Charles Schwab Investment Management Inc1.159%0.317%1,059,3473,3432024-06-30
Copeland Capital Management, LLC1.083%-2.605%990,971-26,5062023-12-31
Cardinal Capital Management Llc1.064%-15.208%973,027-174,5152024-03-31
Frontier Capital Management CO Inc1.058%28.840%967,317216,5252023-12-31
Fiera Capital Corporation1.013%2.312%926,36420,9342024-03-31
ClearBridge Advisors, LLC0.969%-34.672%885,509-469,9752024-06-30

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of BWX Technologies Inc (BWXT), owning a total of 2.9 million shares. Combined, the top 34 mutual fund holders of BWXT own 48.87% of the company with a total of 44.7 million shares.

In the latest ownership report on July 31st 2024, the top 34 fund holders increased their combined ownership of BWXT by 2 thousand shares. 5 funds bought 23,147 total additional shares and increased their ownership by an average of 0.27%. However 4 funds sold 21,601 total shares and decreased their ownership by an average of 0.47%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding BWX Technologies increased by a net total of 1,546 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv3.152%-0.229%2,881,141-6,6002024-07-31
iShares Core S&P Mid-Cap ETF3.135%0.084%2,866,3452,4002024-07-31
Vanguard Small Cap Index2.524%0.404%2,306,9779,2762024-07-31
Vanguard Institutional Extnd Mkt Idx Tr1.527%0.603%1,395,9388,3722024-07-31
Franklin Growth A1.470%0.000%1,344,01102024-07-31
Vanguard Small Cap Growth Index Inv1.407%-0.499%1,286,070-6,4432024-07-31
iShares US Aerospace & Defense ETF1.287%0.109%1,176,5921,2802024-07-31
SPDR® S&P Aerospace & Defense ETF1.189%0.168%1,086,5941,8192024-07-31
Bridge Builder Large Cap Value1.111%-0.041%1,015,333-4212024-07-31
Franklin Small Cap Growth Adv0.831%0.000%759,40002024-07-31
SPDR® S&P MIDCAP 400 ETF Trust0.794%-1.109%725,846-8,1372024-07-31
William Blair Small-Mid Cap Growth CIT0.691%0.000%631,40802024-07-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv3.152%-0.229%2,881,141-6,6002024-07-31
iShares Core S&P Mid-Cap ETF3.135%0.084%2,866,3452,4002024-07-31
Vanguard Instl Ttl Stck Mkt Idx Tr3.080%1.793%2,818,20249,6402023-03-31
Vanguard Small Cap Index2.524%0.404%2,306,9779,2762024-07-31
Capital Group Fundamental Invtrs Comp1.939%0.000%1,769,18102022-09-30
American Funds Fundamental Invs A1.939%0.000%1,769,18102022-09-30
T. Rowe Price Mid-Cap Growth1.889%-0.208%1,727,100-3,6002024-06-30
T. Rowe Price US Mid-Cap Growth Equity1.889%-0.208%1,727,100-3,6002024-06-30
JHancock Disciplined Value Mid Cap I1.657%0.388%1,514,3915,8472024-06-30
American Funds IS® Growth-Income 11.624%-31.220%1,485,298-674,2072023-06-30
Capital Group Core Equity Composite1.624%-31.220%1,485,298-674,2072023-06-30
Vanguard Institutional Extnd Mkt Idx Tr1.527%0.603%1,395,9388,3722024-07-31
Franklin Growth A1.470%0.000%1,344,01102024-07-31
Franklin Growth Fund A1.470%0.000%1,344,01102024-06-30
Franklin U.S. Large Cap Gr Eq1.470%0.000%1,344,01102024-06-30
Vanguard Small Cap Growth Index Inv1.407%-0.499%1,286,070-6,4432024-07-31
Vanguard Extended Market Index Investor1.394%0.550%1,274,8776,9792023-08-31
iShares US Aerospace & Defense ETF1.287%0.109%1,176,5921,2802024-07-31
Vanguard Global Capital Cycles Investor1.285%-10.779%1,176,341-142,1152023-09-30
SPDR® S&P Aerospace & Defense ETF1.189%0.168%1,086,5941,8192024-07-31
Bridge Builder Large Cap Value1.111%-0.041%1,015,333-4212024-07-31
Robeco BP US Premium Equities IH €1.101%-4.628%1,003,993-48,7182022-10-31
William Blair Small-Mid Cap Growth CITV1.042%0.000%952,972952,9722022-12-31
Vanguard Selected Value Inv0.914%0.000%833,54502022-10-31
William Blair Small-Mid Cap Growth I0.882%-2.452%807,452-20,3002023-11-30
Franklin US Small Cap Growth Equity0.831%0.000%759,40002024-06-30
Franklin Small Cap Growth SMA0.831%1,650,770.000%759,400759,3542024-03-31
Franklin Small Cap Growth Adv0.831%0.000%759,40002024-07-31
Cardinal Capital SMID Cap Value Equity0.795%-12.181%726,728-100,8022024-03-31
SPDR® S&P MIDCAP 400 ETF Trust0.794%-1.109%725,846-8,1372024-07-31
Vanguard Mid Cap Growth Inv0.716%-2.502%654,444-16,7912024-06-30
William Blair Small-Mid Cap Growth CIT0.691%0.000%631,40802024-07-31
Fidelity Mid-Cap Stock0.689%0.000%630,20902024-06-30
Fidelity Small Cap America Sr B0.689%0.000%630,00002024-03-31

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