BWX Ownership | Who Owns BWX?
BWX Ownership Summary
BWX is owned by 92.93% institutional investors, 0.35% insiders, and 6.72% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 13.23% of BWXT shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.43% of its assets in BWX shares.
BWXT Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | BWX | 92.93% | 0.35% | 6.72% |
| Sector | Industrials Stocks | 65.90% | 16.70% | 17.40% |
| Industry | Defense Stocks | 66.35% | 12.63% | 21.02% |
| Idea | Nuclear Energy Stocks List | 80.91% | 1.82% | 17.27% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 12.12M | 13.23% | $2.36B |
| Blackrock | 9.28M | 10.14% | $881.54M |
| Vanguard group | 9.01M | 9.84% | $1.56B |
| Vanguard capital management | 4.14M | 4.52% | $805.92M |
| State street | 3.80M | 4.14% | $739.55M |
| Jpmorgan chase | 2.65M | 2.90% | $503.12M |
| First trust advisors lp | 2.08M | 2.26% | $404.01M |
| Alkeon capital management | 2.02M | 2.21% | $393.73M |
| Franklin resources | 1.93M | 2.11% | $375.73M |
| Geode capital management | 1.86M | 2.03% | $362.32M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Ananym capital management, lp | 192.41K | 13.47% | $37.45M |
| Amanah trust | 281.00K | 10.35% | $51.81B |
| Ariose capital management | 71.58K | 5.95% | $13.93M |
| Cardinal capital management llc /ct | 173.65K | 4.52% | $16.50M |
| Snyder capital management l p | 1.24M | 4.16% | $240.88M |
| Harvey partners | 243.11K | 3.24% | $47.32M |
| Kieckhefer group | 39.42K | 3.12% | $7.67M |
| Headwater capital | 80.00K | 3.11% | $15.57M |
| Nicholas investment partners, lp | 272.39K | 2.99% | $53.02M |
| Minneapolis portfolio management group | 152.00K | 2.80% | $29.59M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Select equity group | 1.70M | 1.64% | 977.58K |
| First trust advisors lp | 2.08M | 0.24% | 684.47K |
| Sixth street partners management company | 682.92K | 0.02% | 682.92K |
| Alkeon capital management | 2.02M | 0.53% | 283.40K |
| Alyeska investment group | 255.33K | 0.13% | 255.33K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Boston partners | - | - | -966.14K |
| Cardinal capital management llc /ct | 173.65K | 4.52% | -799.38K |
| Invesco | 1.84M | 0.03% | -687.20K |
| Cooke & bieler lp | - | - | -588.92K |
| Arrowstreet capital, limited partnership | - | - | -491.36K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Sixth street partners management company | 682.92K | 0.02% | 682.92K | $132.93M |
| Alyeska investment group | 255.33K | 0.13% | 255.33K | $49.70M |
| Nfj investment group | 201.75K | 1.33% | 201.75K | $39.27M |
| Night squared lp | 92.03K | 1.93% | 92.03K | $17.91M |
| Headwater capital | 80.00K | 3.11% | 80.00K | $15.57M |
Sold Out
| Holder | Change |
|---|---|
| Private wealth asset management | -1.00 |
| Tfo-tdc | -1.00 |
| New millennium group | -1.00 |
| Gps wealth strategies group | -2.00 |
| Nelson, van denburg & campbell wealth management group | -2.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 871 | 1.87% | 85,183,719 | 0.07% | 92 | 1.08% | 433 | -8.07% | 283 | 17.43% |
| Mar 31, 2026 | 611 | -21.87% | 54,193,663 | -35.79% | 59 | 0.70% | 330 | -12.47% | 171 | -35.96% |
| Dec 31, 2025 | 561 | -23.26% | 58,449,144 | -31.69% | 63 | 0.73% | 257 | -27.20% | 201 | -23.57% |
| Sep 30, 2025 | 702 | 4.93% | 85,035,969 | -0.16% | 92 | 1.07% | 337 | 2.74% | 252 | 7.23% |
| Jun 30, 2025 | 670 | 5.68% | 88,659,302 | 1.33% | 96 | 1.06% | 325 | -3.56% | 235 | 25.67% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 3.15M | 3.43% | 97.00 |
| Vanguard Total Stock Mkt Idx Inv | 2.91M | 3.18% | -2.12K |
| Vanguard Morn Total Stk Mkt Idx Investor | 2.91M | 3.18% | -2.12K |
| Vanguard US Total Market Shares ETF | 2.89M | 3.16% | 2.16K |
| Vanguard Small Cap Index | 2.10M | 2.29% | -3.23K |
| First Trust RBA Amer Indl RenaisTM ETF | 1.85M | 2.02% | 3.20K |
| VanEck Uranium & Nuclear ETF | 1.43M | 1.56% | - |
| Vanguard Small Cap Growth Index Inv | 1.21M | 1.32% | 29.69K |
| Vanguard Morn Small Cap Growth Index Inv | 1.21M | 1.32% | 29.69K |
| VanEck Defense ETF A USD Acc | 1.11M | 1.21% | 17.45K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 12, 2026 | Geveden Rex D | President and CEO | Sell | $45.50K |
| Aug 12, 2026 | Geveden Rex D | President and CEO | Sell | $452.99K |
| Aug 12, 2026 | Geveden Rex D | President and CEO | Sell | $412.11K |
| Aug 12, 2026 | Geveden Rex D | President and CEO | Sell | $814.41K |
| May 12, 2026 | Geveden Rex D | President and CEO | Sell | $730.59K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | - | 4 |
| 2026 Q2 | - | 5 |
| 2026 Q1 | - | 8 |
| 2025 Q4 | - | 5 |
| 2025 Q3 | - | 5 |
BWXT Ownership FAQ
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