BWX Ownership | Who Owns BWX?
BWX Ownership Summary
BWX is owned by 38.45% institutional investors, 1.06% insiders, and 60.49% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 10.21% of BWXT shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.27% of its assets in BWX shares.
BWXT Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | BWX | 38.45% | 1.06% | 60.49% |
| Sector | Industrials Stocks | 50.81% | 11.74% | 37.45% |
| Industry | Defense Stocks | 43.44% | 10.98% | 45.58% |
| Idea | Nuclear Energy Stocks List | 57.63% | 4.05% | 38.32% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 9.35M | 10.21% | $1.04B |
| Blackrock | 9.28M | 10.14% | $881.54M |
| Vanguard group | 9.21M | 10.06% | $1.03B |
| Demars financial group | 4.48M | 4.89% | $40.24M |
| State street | 3.77M | 4.12% | $420.14M |
| T. rowe price investment management | 3.76M | 4.11% | $419.09M |
| Franklin resources | 2.32M | 2.53% | $257.94M |
| Wellington management group llp | 1.94M | 2.12% | $215.91M |
| Snyder capital management l p | 1.88M | 2.05% | $208.88M |
| Geode capital management | 1.66M | 1.81% | $185.15M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Segra capital management | 124.70K | 5.27% | $13.89M |
| Cardinal capital management llc /ct | 173.65K | 4.52% | $16.50M |
| Harvey partners | 353.00K | 4.37% | $39.32M |
| Snyder capital management l p | 1.88M | 4.37% | $208.88M |
| Chescapmanager | 288.42K | 3.45% | $32.13M |
| Nicholas investment partners, lp | 323.90K | 3.17% | $36.08M |
| Minneapolis portfolio management group | 176.10K | 2.59% | $19.62M |
| Zwj investment counsel | 513.34K | 2.36% | $57.18M |
| American trust investment advisors | 49.39K | 2.26% | $5.50M |
| Oak family advisors | 54.03K | 2.18% | $6.02M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Demars financial group | 4.48M | 1.30% | 4.43M |
| Ubs group | 724.63K | 0.01% | 642.99K |
| Raymond james financial | 626.00K | 0.03% | 626.00K |
| Balyasny asset management | 916.32K | 0.15% | 615.69K |
| Davidson kempner capital management lp | 457.13K | 1.17% | 457.13K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| William blair investment management | 1.35M | 0.37% | -1.81M |
| Wellington management group llp | 1.94M | 0.04% | -1.03M |
| Cardinal capital management llc /ct | 173.65K | 4.52% | -799.38K |
| Cooke & bieler lp | - | - | -588.92K |
| Millennium management | 34.67K | 0.00% | -539.36K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Raymond james financial | 626.00K | 0.03% | 626.00K | $69.73M |
| Stephens investment management group | 449.36K | 0.67% | 449.36K | $50.05M |
| Duquesne family office | 299.17K | 0.90% | 299.17K | $33.33M |
| Bowen hanes | 227.86K | 0.68% | 227.86K | $25.38M |
| Point72 asset management | 207.31K | 0.05% | 207.31K | $23.09M |
Sold Out
| Holder | Change |
|---|---|
| Tfo-tdc | -1.00 |
| Financial management professionals | -1.00 |
| Gps wealth strategies group | -2.00 |
| Td capital management | -5.00 |
| Sawyer & company | -6.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2024 | 492 | 11.31% | 84,225,398 | -2.32% | 91 | 1.04% | 225 | 7.66% | 189 | 15.95% |
| Dec 31, 2023 | 442 | 11.62% | 86,225,193 | -3.34% | 94 | 0.99% | 209 | 28.22% | 163 | 5.16% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 2.99M | 3.27% | 5.24K |
| Vanguard US Total Market Shares ETF | 2.89M | 3.16% | 2.16K |
| Vanguard Total Stock Mkt Idx Inv | 2.88M | 3.15% | 1.58K |
| Vanguard Small Cap Index | 2.33M | 2.55% | 1.94K |
| T. Rowe Price Mid-Cap Growth | 1.71M | 1.88% | - |
| T. Rowe Price US Mid-Cap Growth Equity | 1.72M | 1.88% | -7.30K |
| Vanguard Institutional Extnd Mkt Idx Tr | 1.39M | 1.52% | 6.04K |
| Vanguard Small Cap Growth Index Inv | 1.31M | 1.43% | -5.51K |
| Franklin Growth A | 1.29M | 1.41% | - |
| Franklin U.S. Large Cap Gr Eq | 1.29M | 1.41% | -52.81K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 05, 2025 | DUFFY ROBERT L | SVP and Chief Admin. Officer | Sell | $624.16K |
| Feb 26, 2025 | Geveden Rex D | President and CEO | Sell | $3.20M |
| Feb 26, 2025 | Geveden Rex D | President and CEO | Sell | $1.70M |
| Feb 27, 2025 | Whitford Ronald Owen Jr | SVP, General Counsel and Sec. | Sell | $209.85K |
| Mar 06, 2024 | Burbach Gerhard F | - | Sell | $105.42K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | 4 |
| 2024 Q4 | - | - |
| 2024 Q3 | - | - |
| 2024 Q2 | - | - |
| 2024 Q1 | - | 1 |
BWXT Ownership FAQ
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