BWX Ownership | Who Owns BWX?


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BWX Ownership Summary


BWX is owned by 90.65% institutional investors, 0.38% insiders, and 8.98% 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 3.15% of its assets in BWX shares.

BWXT Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockBWX90.65%0.38%8.98%
SectorIndustrials Stocks 62.82%10.55%26.63%
IndustryDefense Stocks55.75%11.07%33.18%
IdeaNuclear Energy Stocks List61.11%3.72%35.16%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock9.28M10.14%$881.54M
Vanguard group8.85M9.67%$841.06M
William blair investment management3.97M4.34%$377.29M
T. rowe price investment management3.81M4.16%$362.23M
State street3.78M4.13%$359.42M
Wellington management group llp3.75M4.10%$356.28M
Franklin resources2.18M2.38%$206.87M
Boston partners2.05M2.23%$194.31M
Snyder capital management l p1.82M1.99%$173.03M
Barrow hanley mewhinney & strauss1.71M1.87%$162.24M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Segra capital management89.63K6.76%$8.51M
Cardinal capital management llc /ct173.65K4.52%$16.50M
Harvey partners385.50K4.40%$36.62M
Mrp capital investments47.99K4.26%$4.56M
Snyder capital management l p1.82M3.88%$173.03M
Nicholas investment partners, lp305.10K3.01%$28.98M
Decade renewable partners lp60.20K2.79%$5.72M
Chescapmanager305.91K2.33%$29.06M
Minneapolis portfolio management group177.81K2.29%$16.89M
American trust investment advisors48.53K2.24%$4.61M

Top Buyers

HolderShares% AssetsChange
Thrivent financial for lutherans578.07K0.11%530.75K
Fil1.60M0.15%423.90K
Sapient capital309.56K0.61%309.56K
State street3.78M0.02%297.80K
Van eck associates641.67K0.09%283.47K

Top Sellers

HolderShares% AssetsChange
Cardinal capital management llc /ct173.65K4.52%-799.38K
Cooke & bieler lp---588.92K
Fmr1.43M0.01%-507.99K
Wellington management group llp3.75M0.06%-496.70K
Clearbridge investments885.51K0.07%-469.98K

New Positions

HolderShares% AssetsChangeValue
Sapient capital309.56K0.61%309.56K$29.41M
Minneapolis portfolio management group177.81K2.29%177.81K$16.89M
Corebridge financial115.85K0.06%115.85K$11.01M
Mirae asset global etfs96.23K0.02%96.23K$9.14M
Westwood group95.56K0.04%95.56K$9.08M

Sold Out

HolderChange
Tfo-tdc-1.00
Nelson, van denburg & campbell wealth management group-1.00
Td capital management-5.00
Visionpoint advisory group-6.00
Jnba financial advisors-12.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 202456011.11%83,008,411-1.72%901.07%30418.29%156-6.02%
Jun 30, 20244940.41%84,365,4560.17%921.09%25212.00%164-13.23%
Mar 31, 202449211.31%84,225,398-2.32%911.04%2257.66%18915.95%
Dec 31, 202344211.62%86,225,193-3.34%940.99%20928.22%1635.16%
Sep 30, 20233962.86%89,208,215-3.59%970.95%163-15.54%15525.00%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv2.88M3.15%-10.88K
iShares Core S&P Mid-Cap ETF2.88M3.15%1.55K
Vanguard Small Cap Index2.29M2.51%4.50K
T. Rowe Price US Mid-Cap Growth Equity1.72M1.88%-4.70K
T. Rowe Price Mid-Cap Growth1.72M1.88%-3.60K
Vanguard Institutional Extnd Mkt Idx Tr1.36M1.48%-7.16K
Franklin Growth Fund A1.34M1.47%-
Franklin U.S. Large Cap Gr Eq1.34M1.47%-
Franklin Growth A1.34M1.47%-
Vanguard Small Cap Growth Index Inv1.26M1.38%-2.94K

Recent Insider Transactions


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

Insider Transactions Trends


DateBuySell
2024 Q4--
2024 Q3--
2024 Q2--
2024 Q1-1
2023 Q4--

BWXT Ownership FAQ


Who Owns BWX?

BWX shareholders are primarily institutional investors at 90.65%, followed by 0.38% insiders and 8.97% retail investors. The average institutional ownership in BWX's industry, Defense Stocks, is 55.75%, 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 3.15% of its total shares outstanding invested in 2.88M BWX shares.

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