BWX Ownership | Who Owns BWX?
BWX Ownership Summary
BWX is owned by 96.85% institutional investors, 0.40% insiders, and 2.75% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 11.27% of BWXT shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.26% of its assets in BWX shares.
BWXT Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | BWX | 96.85% | 0.40% | 2.75% |
| Sector | Industrials Stocks | 64.11% | 12.70% | 23.19% |
| Industry | Defense Stocks | 62.18% | 10.65% | 27.17% |
| Idea | Nuclear Energy Stocks List | 73.13% | 2.95% | 23.93% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 10.32M | 11.27% | $1.49B |
| Blackrock | 9.28M | 10.14% | $881.54M |
| Vanguard group | 9.21M | 10.06% | $1.03B |
| T. rowe price investment management | 4.56M | 4.98% | $657.38M |
| State street | 3.77M | 4.12% | $420.14M |
| Franklin resources | 2.32M | 2.53% | $257.94M |
| Wellington management group llp | 1.94M | 2.12% | $215.91M |
| Geode capital management | 1.66M | 1.81% | $185.15M |
| Snyder capital management l p | 1.64M | 1.80% | $236.76M |
| William blair investment management | 1.52M | 1.66% | $218.59M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Segra capital management | 124.70K | 5.27% | $13.89M |
| Snyder capital management l p | 1.64M | 5.04% | $236.76M |
| Harvey partners | 335.50K | 4.74% | $48.33M |
| Cardinal capital management llc /ct | 173.65K | 4.52% | $16.50M |
| Minneapolis portfolio management group | 239.05K | 4.26% | $34.44M |
| Chescapmanager | 288.42K | 3.45% | $32.13M |
| Nicholas investment partners, lp | 265.52K | 3.41% | $38.25M |
| Ananym capital management, lp | 50.40K | 3.12% | $7.26M |
| American trust investment advisors | 41.70K | 3.03% | $6.01M |
| Atika capital management | 210.40K | 3.03% | $30.31M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Artisan partners limited partnership | 1.28M | 0.27% | 1.28M |
| William blair investment management | 1.52M | 0.58% | 1.27M |
| Massachusetts financial services co /ma/ | 919.74K | 0.04% | 919.74K |
| Blackrock funding, inc. /de | 10.32M | 0.03% | 743.93K |
| Ubs group | 724.63K | 0.01% | 642.99K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Demars financial group | 35.75K | 1.98% | -4.26M |
| Wellington management group llp | 1.94M | 0.04% | -1.03M |
| Boston partners | - | - | -966.14K |
| Cardinal capital management llc /ct | 173.65K | 4.52% | -799.38K |
| Cooke & bieler lp | - | - | -588.92K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Artisan partners limited partnership | 1.28M | 0.27% | 1.28M | $183.86M |
| Massachusetts financial services co /ma/ | 919.74K | 0.04% | 919.74K | $132.50M |
| Alkeon capital management | 600.05K | 0.14% | 600.05K | $86.44M |
| Alyeska investment group | 515.95K | 0.26% | 515.95K | $74.33M |
| Orbis allan gray | 295.05K | 0.21% | 295.05K | $42.50M |
Sold Out
| Holder | Change |
|---|---|
| Financial management professionals | -1.00 |
| Tfo-tdc | -1.00 |
| Gps wealth strategies group | -2.00 |
| Nelson, van denburg & campbell wealth management group | -2.00 |
| Td capital management | -5.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 670 | 5.68% | 88,659,302 | 1.33% | 96 | 1.06% | 325 | -3.56% | 235 | 25.67% |
| Mar 31, 2025 | 631 | 1.61% | 87,438,259 | -1.02% | 95 | 1.03% | 332 | 0.91% | 188 | 6.82% |
| Dec 31, 2024 | 280 | -50.44% | 35,211,539 | -57.69% | 38 | 0.47% | 153 | -50.00% | 67 | -57.59% |
| Sep 30, 2024 | 560 | 11.11% | 83,008,411 | -1.72% | 90 | 1.07% | 304 | 18.29% | 156 | -6.02% |
| Jun 30, 2024 | 494 | 0.41% | 84,365,456 | 0.17% | 92 | 1.09% | 252 | 12.00% | 164 | -13.23% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 2.98M | 3.26% | -5.33K |
| Vanguard US Total Market Shares ETF | 2.89M | 3.16% | 2.16K |
| Vanguard Total Stock Mkt Idx Inv | 2.87M | 3.14% | -66.20K |
| Vanguard Small Cap Index | 2.22M | 2.43% | -14.25K |
| T. Rowe Price US Mid-Cap Growth Equity | 2.10M | 2.30% | -2.40K |
| T. Rowe Price Mid-Cap Growth | 2.10M | 2.30% | -1.60K |
| Franklin U.S. Large Cap Gr Eq | 1.35M | 1.48% | 62.12K |
| Franklin Growth Fund A | 1.29M | 1.41% | - |
| Vanguard Small Cap Growth Index Inv | 1.25M | 1.37% | -2.54K |
| Franklin Growth A | 1.23M | 1.34% | -64.90K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 11, 2025 | Melvin Leland D | - | Sell | $106.96K |
| Aug 11, 2025 | Whitford Ronald Owen Jr | SVP, General Counsel and Sec. | Sell | $371.19K |
| Aug 06, 2025 | Meguid Omar Fathi | SVP and Chief Digital Officer | Sell | $406.62K |
| Aug 06, 2025 | Geveden Rex D | President and CEO | Sell | $95.59K |
| Aug 06, 2025 | Geveden Rex D | President and CEO | Sell | $4.38M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | - | 5 |
| 2025 Q2 | - | - |
| 2025 Q1 | - | 4 |
| 2024 Q4 | - | - |
| 2024 Q3 | - | - |
BWXT Ownership FAQ
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