BWX Ownership | Who Owns BWX?

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BWX Ownership Summary

BWX is owned by 92.15% institutional investors, 0.38% insiders, and 7.48% retail investors. Blackrock is the largest institutional shareholder, holding 10.14% of BWXT shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.16% of its assets in BWX shares.

BWXT Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	BWX	92.15%	0.38%	7.48%
Sector	Industrials Stocks	61.06%	10.27%	28.67%
Industry	Defense Stocks	53.81%	10.56%	35.63%
Idea	Nuclear Energy Stocks List	67.47%	3.72%	28.81%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	9.28M	10.14%	$881.54M
Vanguard group	8.85M	9.67%	$841.06M
William blair investment management	3.97M	4.34%	$377.29M
T. rowe price investment management	3.81M	4.16%	$362.23M
State street	3.78M	4.13%	$359.42M
Wellington management group llp	3.75M	4.10%	$356.28M
Franklin resources	2.18M	2.38%	$206.87M
Boston partners	2.05M	2.23%	$194.31M
Snyder capital management l p	1.82M	1.99%	$173.03M
Barrow hanley mewhinney & strauss	1.71M	1.87%	$162.24M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Segra capital management	89.63K	6.76%	$8.51M
Cardinal capital management llc /ct	173.65K	4.52%	$16.50M
Harvey partners	385.50K	4.40%	$36.62M
Mrp capital investments	47.99K	4.26%	$4.56M
Snyder capital management l p	1.82M	3.88%	$173.03M
Nicholas investment partners, lp	305.10K	3.01%	$28.98M
Decade renewable partners lp	60.20K	2.79%	$5.72M
Chescapmanager	305.91K	2.33%	$29.06M
Minneapolis portfolio management group	177.81K	2.29%	$16.89M
American trust investment advisors	48.53K	2.24%	$4.61M

Top Buyers

Holder	Shares	% Assets	Change
Thrivent financial for lutherans	578.07K	0.11%	530.75K
Fil	1.60M	0.15%	423.90K
Sapient capital	309.56K	0.61%	309.56K
State street	3.78M	0.02%	297.80K
Van eck associates	641.67K	0.09%	283.47K

Top Sellers

Holder	Shares	% Assets	Change
Cardinal capital management llc /ct	173.65K	4.52%	-799.38K
Cooke & bieler lp	-	-	-588.92K
Fmr	1.43M	0.01%	-507.99K
Wellington management group llp	3.75M	0.06%	-496.70K
Clearbridge investments	885.51K	0.07%	-469.98K

New Positions

Holder	Shares	% Assets	Change	Value
Sapient capital	309.56K	0.61%	309.56K	$29.41M
Minneapolis portfolio management group	177.81K	2.29%	177.81K	$16.89M
Corebridge financial	115.85K	0.06%	115.85K	$11.01M
Mirae asset global etfs	96.23K	0.02%	96.23K	$9.14M
Westwood group	95.56K	0.04%	95.56K	$9.08M

Sold Out

Holder	Change
Tfo-tdc	-1.00
Td capital management	-5.00
Visionpoint advisory group	-6.00
Harbor investment advisory	-19.00
Crewe advisors	-41.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Sep 30, 2023	396	2.86%	89,208,215	-3.59%	97	0.95%	163	-15.54%	155	25.00%
Jun 30, 2023	385	7.24%	92,531,564	4.32%	101	1.08%	193	12.87%	124	3.33%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	2.89M	3.16%	2.16K
iShares Core S&P Mid-Cap ETF	2.88M	3.15%	1.55K
Vanguard Small Cap Index	2.29M	2.50%	-23.95K
T. Rowe Price US Mid-Cap Growth Equity	1.72M	1.88%	-4.70K
T. Rowe Price Mid-Cap Growth	1.72M	1.88%	-3.60K
Vanguard Institutional Extnd Mkt Idx Tr	1.36M	1.49%	-33.12K
Franklin Growth Fund A	1.34M	1.47%	-
Franklin U.S. Large Cap Gr Eq	1.34M	1.47%	-
Franklin Growth A	1.34M	1.47%	-
Vanguard Small Cap Growth Index Inv	1.26M	1.38%	-16.75K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Mar 06, 2024	Burbach Gerhard F	-	Sell	$105.42K
Aug 18, 2023	NARDELLI ROBERT L	-	Buy	$142.46K
Aug 14, 2023	Burbach Gerhard F	-	Sell	$74.07K
Feb 28, 2022	Loving Richard W	SVP and CAO	Sell	$45.00K
Jun 01, 2022	Loving Richard W	SVP and CAO	Sell	$15.44K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	-
2024 Q3	-	-
2024 Q2	-	-
2024 Q1	-	1
2023 Q4	-	-

BWXT Ownership FAQ

Who Owns BWX?

BWX shareholders are primarily institutional investors at 92.15%, followed by 0.38% insiders and 7.47% retail investors. The average institutional ownership in BWX's industry, Defense Stocks, is 53.81%, which BWX exceeds.

Who owns the most shares of BWX?

BWX’s largest shareholders are Blackrock (9.28M shares, 10.14%), Vanguard group (8.85M shares, 9.67%), and William blair investment management (3.97M shares, 4.34%). Together, they hold 24.14% of BWX’s total shares outstanding.

Does Blackrock own BWX?

Yes, BlackRock owns 10.14% of BWX, totaling 9.28M shares as of Jun 2024. This represents 0.02% of BlackRock's total assets, with a market value of 881.54M$. In the last quarter, BlackRock decreased its holdings by -128K shares, a -1.36% change.

Who is BWX’s biggest shareholder by percentage of total assets invested?

Segra capital management is BWX’s biggest shareholder by percentage of total assets invested, with 6.76% of its assets in 89.62K BWX shares, valued at 8.51M$.

Who is the top mutual fund holder of BWX shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of BWX shares, with 3.16% of its total shares outstanding invested in 2.89M BWX shares.

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