Who holds BWXTticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

BWX TECHNOLOGIES INC · COM · quarter ended 2026-03-31 · 5 members disclosed BWXT ↗

677

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$15.1B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

373

addsholders whose share count rose or who opened the position (new + add), by shares

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of BWXT ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$2.6B	12,487,506	+247,420	add
2	VANGUARD PORTFOLIO MANAGEMENT LLC	$1.0B	4,891,237	—	no prior
3	VANGUARD CAPITAL MANAGEMENT LLC	$837M	4,094,093	—	no prior
4	STATE STREET CORP	$767M	3,748,950	+150,765	add
5	Invesco Ltd.	$516M	2,522,532	−45,585	trim
6	FRANKLIN RESOURCES INC	$389M	1,901,316	−356,966	trim
7	GEODE CAPITAL MANAGEMENT, LLC	$367M	1,793,566	−64,150	trim
8	ALKEON CAPITAL MANAGEMENT LLC	$356M	1,739,348	+158,500	add
9	BLAIR WILLIAM & CO/IL	$294M	1,438,125	−1,541	trim
10	FIRST TRUST ADVISORS LP	$284M	1,391,079	+151,580	add
11	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$263M	1,288,028	+403,598	add
12	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$263M	1,286,257	−89,483	trim
13	Bank of New York Mellon Corp	$263M	1,283,997	+99,053	add
14	SNYDER CAPITAL MANAGEMENT L P	$225M	1,102,116	−225,901	trim
15	Artisan Partners Limited Partnership	$217M	1,059,209	−35,705	trim
16	BANK OF AMERICA CORP /DE/	$206M	1,005,621	+52,413	add
17	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	$201M	981,782	−125,818	trim
18	MORGAN STANLEY	$200M	977,834	−14,553	trim
19	Clearbridge Investments, LLC	$169M	827,836	−45,755	trim
20	FMR LLC	$168M	820,494	−50,466	trim
21	Mawer Investment Management Ltd.	$150M	734,162	−38,531	trim
22	Fiera Capital Corp	$149M	729,269	+6,113	add
23	Select Equity Group, L.P.	$149M	726,424	+296,311	add
24	NORTHERN TRUST CORP	$148M	722,135	+26,283	add
25	DIMENSIONAL FUND ADVISORS LP	$142M	696,488	−88,932	trim
26	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$141M	689,367	+18,600	add
27	VANGUARD FIDUCIARY TRUST CO	$117M	570,316	—	no prior
28	Capital World Investors	$116M	569,415	+569,415	new
29	Stephens Investment Management Group LLC	$114M	558,626	−2,559	trim
30	TWO SIGMA INVESTMENTS, LP	$113M	551,772	+149,601	add
31	FEDERATED HERMES, INC.	$111M	540,528	+87,172	add
32	RAYMOND JAMES FINANCIAL INC	$109M	533,591	−8,224	trim
33	Chevy Chase Trust Holdings, LLC	$109M	532,146	+13,444	add
34	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$100M	491,360	−76,423	trim
35	ALLIANCEBERNSTEIN L.P.	$100M	580,229	+15,931	add
36	ROYAL BANK OF CANADA	$89.2M	436,073	−64,199	trim
37	BARROW HANLEY MEWHINNEY & STRAUSS LLC	$87.1M	426,072	−10,064	trim
38	UBS Group AG	$82.4M	402,890	−3,712	trim
39	CITIGROUP INC	$81.5M	398,406	−11,018	trim
40	FengHe Fund Management Pte. Ltd.	$80.4M	393,200	+393,200	new
41	ZWJ INVESTMENT COUNSEL INC	$80.2M	392,326	−15,771	trim
42	SCHRODER INVESTMENT MANAGEMENT GROUP	$73.0M	380,948	−10,701	trim
43	WELLS FARGO & COMPANY/MN	$68.8M	336,242	+123,389	add
44	PRINCIPAL FINANCIAL GROUP INC	$66.7M	325,952	+46,983	add
45	Orbis Allan Gray Ltd	$61.0M	298,373	−11,143	trim
46	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$60.9M	297,997	+297,997	new
47	NEW YORK STATE COMMON RETIREMENT FUND	$60.7M	297,030	+373	add
48	KING LUTHER CAPITAL MANAGEMENT CORP	$60.1M	293,677	+45,960	add
49	STIFEL FINANCIAL CORP	$57.3M	280,260	+41,965	add
50	AMERIPRISE FINANCIAL INC	$54.0M	264,231	+35,302	add
51	Nicholas Investment Partners, LP	$53.5M	261,867	+1,033	add
52	TREMBLANT CAPITAL GROUP	$52.2M	255,496	−35,678	trim
53	Harvey Partners, LLC	$52.2M	255,300	+3,828	add
54	Capital Research Global Investors	$51.3M	250,845	0	no change
55	Munro Partners	$50.3M	246,220	+246,220	new
56	SAPIENT CAPITAL LLC	$47.1M	230,356	−51,955	trim
57	VICTORY CAPITAL MANAGEMENT INC	$46.3M	226,541	+6,138	add
58	Ensign Peak Advisors, Inc	$41.3M	202,137	−173,159	trim
59	MIZUHO MARKETS AMERICAS LLC	$40.4M	197,659	−11,190	trim
60	Allspring Global Investments Holdings, LLC	$40.0M	187,870	−14,604	trim
61	TORONTO DOMINION BANK	$39.5M	193,205	−1,079	trim
62	AQR CAPITAL MANAGEMENT LLC	$38.6M	188,967	+130,080	add
63	Vident Advisory, LLC	$37.1M	181,547	+2,634	add
64	Swiss National Bank	$37.0M	180,800	+600	add
65	Gotham Asset Management, LLC	$36.3M	177,546	+9,198	add
66	Nuveen, LLC	$36.0M	176,190	−44,493	trim
67	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$35.1M	171,449	+2,251	add
68	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$34.0M	166,191	−1,721	trim
69	AMERICAN CENTURY COMPANIES INC	$33.7M	164,942	−137,090	trim
70	SEI INVESTMENTS CO	$33.7M	164,626	−13,215	trim
71	Focus Partners Wealth	$33.6M	164,398	−5,065	trim
72	Minneapolis Portfolio Management Group, LLC	$32.2M	157,516	+703	add
73	Tidal Investments LLC	$29.1M	142,426	+83,769	add
74	Cresset Asset Management, LLC	$28.2M	138,065	−6,975	trim
75	DRIEHAUS CAPITAL MANAGEMENT LLC	$28.0M	137,075	+6,696	add
76	RPG Investment Advisory, LLC	$27.4M	134,062	−1,030	trim
77	DEUTSCHE BANK AG\	$26.8M	131,232	+16,188	add
78	ENVESTNET ASSET MANAGEMENT INC	$26.7M	130,392	+4,414	add
79	CI INVESTMENTS INC.	$26.3M	128,648	+128,648	new
80	Retirement Systems of Alabama	$25.4M	124,164	+2,359	add
81	Legal & General Group Plc	$24.8M	121,616	−15,465	trim
82	Covea Finance	$24.3M	118,959	−20,697	trim
83	JENNISON ASSOCIATES LLC	$24.3M	118,701	−153,431	trim
84	Ananym Capital Management, LP	$24.2M	118,437	+12,834	add
85	COOKSON PEIRCE & CO INC	$24.0M	117,513	+4,962	add
86	BROWN ADVISORY INC	$23.0M	112,502	−59,897	trim
87	CLOUGH CAPITAL PARTNERS L P	$22.8M	111,731	+12,121	add
88	NATIONAL BANK OF CANADA /FI/	$21.4M	104,809	+102,485	add
89	BANK OF NOVA SCOTIA	$20.5M	100,200	+100,200	new
90	LPL Financial LLC	$20.5M	100,084	+30,559	add
91	Telemark Asset Management, LLC	$20.4M	100,000	0	no change
92	LEVIN CAPITAL STRATEGIES, L.P.	$20.2M	98,629	−3,028	trim
93	Ceredex Value Advisors LLC	$20.0M	97,600	+97,600	new
94	TD ASSET MANAGEMENT INC	$19.0M	92,991	−36,409	trim
95	Holocene Advisors, LP	$18.6M	90,721	+90,721	new
96	BARCLAYS PLC	$18.5M	90,428	−59,072	trim
97	WESTWOOD HOLDINGS GROUP INC	$18.0M	87,830	−6,457	trim
98	EXCHANGE TRADED CONCEPTS, LLC	$17.1M	83,768	+7,928	add
99	Atika Capital Management LLC	$16.9M	82,550	−26,350	trim
100	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$16.5M	80,762	0	no change
101	Sanctuary Advisors, LLC	$16.4M	80,440	−1,804	trim
102	LBP AM SA	$16.1M	78,570	+78,570	new
103	Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD	$15.0M	73,135	+73,135	new
104	Mirae Asset Global Investments Co., Ltd.	$14.6M	71,613	+15,181	add
105	VANGUARD ASSET MANAGEMENT, Ltd	$14.6M	71,391	—	no prior
106	Chescapmanager LLC	$14.3M	70,000	−47,796	trim
107	Janus Henderson Group Ltd.	$14.3M	69,794	−77,120	trim
108	PINNACLE ASSOCIATES LTD	$13.8M	67,638	−2,394	trim
109	Curi Capital, LLC	$13.7M	67,166	−2,135	trim
110	AGF MANAGEMENT LTD	$13.7M	66,869	−1,604	trim
111	Quantinno Capital Management LP	$12.4M	60,770	+1,501	add
112	NEEDHAM INVESTMENT MANAGEMENT LLC	$12.1M	59,000	+23,000	add
113	Ranger Investment Management, L.P.	$12.0M	58,640	+58,640	new
114	Bank Julius Baer & Co. Ltd, Zurich	$11.8M	60,062	−56,030	trim
115	Empowered Funds, LLC	$11.7M	57,183	+2,653	add
116	TEMA ETFS LLC	$11.4M	55,811	+18,228	add
117	ArrowMark Colorado Holdings LLC	$11.1M	54,500	0	no change
118	Susquehanna Portfolio Strategies, LLC	$10.6M	51,778	0	no change
119	Sequoia Financial Advisors, LLC	$10.5M	51,574	+64	add
120	Copeland Capital Management, LLC	$10.4M	50,947	−1,584	trim
121	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$10.2M	49,816	+20,025	add
122	Baird Financial Group, Inc.	$10.1M	49,426	+49,426	new
123	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$9.7M	47,543	−18,987	trim
124	Brevan Howard Capital Management LP	$9.7M	47,453	+42,530	add
125	BUILDER INVESTMENT GROUP INC /ADV	$9.5M	46,585	−75	trim
126	MetLife Investment Management, LLC	$9.3M	45,696	+252	add
127	BRIDGES INVESTMENT MANAGEMENT INC	$9.3M	45,235	−187,305	trim
128	SHAPIRO CAPITAL MANAGEMENT LLC	$9.2M	45,051	−23,769	trim
129	Bensler, LLC	$9.2M	44,856	+4,311	add
130	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$9.1M	42,527	+35,159	add
131	Stonebridge Financial Group, LLC	$8.5M	41,606	+127	add
132	Steward Partners Investment Advisory, LLC	$8.4M	40,988	+3,167	add
133	KIECKHEFER GROUP LLC	$8.1M	39,418	+200	add
134	Owl Creek Asset Management, L.P.	$8.0M	39,343	−43,486	trim
135	Narwhal Capital Management	$8.0M	38,969	+9,853	add
136	POLEN CAPITAL MANAGEMENT LLC	$7.8M	38,123	+5,795	add
137	NAPLES GLOBAL ADVISORS, LLC	$7.8M	37,940	+1,220	add
138	Vanguard Global Advisers, LLC	$7.7M	37,831	—	no prior
139	Inspire Investing, LLC	$7.7M	37,826	+8,480	add
140	COMMONWEALTH EQUITY SERVICES, LLC	$7.7M	37,803	+8,364	add
141	CONGRESS ASSET MANAGEMENT CO	$7.6M	37,356	+3,979	add
142	Cetera Investment Advisers	$7.6M	37,238	+9,907	add
143	STATE OF WISCONSIN INVESTMENT BOARD	$7.4M	36,106	+1,168	add
144	Demars Financial Group, LLC	$7.3M	35,550	−1,488	trim
145	ARS Investment Partners, LLC	$7.3M	35,489	+11,575	add
146	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$7.2M	35,037	−3,013	trim
147	MILLENNIUM MANAGEMENT LLC	$7.0M	34,149	−110,819	trim
148	Future Fund LLC	$6.7M	32,820	+20,604	add
149	STRATEGIC PLANNING GROUP, LLC	$6.5M	31,979	−6,230	trim
150	MOORE CAPITAL MANAGEMENT, LP	$6.4M	31,424	+11,053	add
151	State of New Jersey Common Pension Fund D	$6.3M	31,001	0	no change
152	Legato Capital Management LLC	$6.2M	30,539	−1,660	trim
153	Quadrature Capital Ltd	$6.2M	30,445	+30,445	new
154	Eos Management, L.P.	$6.1M	29,947	−21,841	trim
155	ROYCE & ASSOCIATES LP	$6.1M	29,827	−11,000	trim
156	Pier Capital, LLC	$6.1M	29,676	−386	trim
157	Mitsubishi UFJ Asset Management Co., Ltd.	$6.0M	29,583	+7,985	add
158	FIFTH THIRD BANCORP	$6.0M	29,571	+28,821	add
159	BAHL & GAYNOR INC	$6.0M	29,225	+702	add
160	Independent Advisor Alliance	$6.0M	29,181	+1,725	add
161	Citizens Business Bank	$5.9M	29,043	−249	trim
162	BECK CAPITAL MANAGEMENT, LLC	$5.9M	29,013	+29,013	new
163	Cerity Partners LLC	$5.9M	28,861	+19,363	add
164	OSAIC HOLDINGS, INC.	$5.9M	28,694	−1,381	trim
165	AE Wealth Management LLC	$5.8M	28,525	+3,156	add
166	Rockefeller Capital Management L.P.	$5.7M	28,049	−123	trim
167	Korea Investment CORP	$5.5M	27,009	0	no change
168	NLB Skladi, upravljanje premozenja, d.o.o.	$5.5M	26,894	+1,430	add
169	BANK OF MONTREAL /CAN/	$5.4M	26,403	+4,595	add
170	Zurcher Kantonalbank (Zurich Cantonalbank)	$5.3M	25,878	+25,878	new
171	Arkfeld Wealth Strategies, L.L.C.	$5.3M	22,113	−377	trim
172	ESSEX INVESTMENT MANAGEMENT CO LLC	$5.2M	25,555	−1,692	trim
173	Arizona State Retirement System	$5.1M	25,112	−332	trim
174	ARDSLEY ADVISORY PARTNERS LP	$5.1M	25,000	0	no change
175	INTECH INVESTMENT MANAGEMENT LLC	$5.1M	24,928	−7,740	trim
176	DAVIDSON KEMPNER CAPITAL MANAGEMENT LP	$5.1M	24,900	+24,900	new
177	Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD	$5.1M	24,865	+24,865	new
178	MARTINGALE ASSET MANAGEMENT L P	$5.0M	24,659	−8,181	trim
179	Pictet Asset Management Holding SA	$5.0M	24,594	+4,152	add
180	Rafferty Asset Management, LLC	$5.0M	24,550	+1,996	add
181	ARP Global Capital Ltd	$5.0M	24,410	+3,942	add
182	Spire Wealth Management	$4.9M	24,026	−1,683	trim
183	MEITAV INVESTMENT HOUSE LTD	$4.7M	23,205	+19,205	add
184	Walleye Capital LLC	$4.7M	23,178	+11,883	add
185	Vanguard Investments Australia, Ltd.	$4.7M	23,022	—	no prior
186	Hennion & Walsh Asset Management, Inc.	$4.7M	23,007	+3,048	add
187	ANCHOR CAPITAL ADVISORS LLC	$4.7M	22,987	−171,547	trim
188	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$4.7M	22,907	+28	add
189	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	$4.7M	22,783	+22,783	new
190	PRUDENTIAL FINANCIAL INC	$4.6M	22,605	+1,400	add
191	Bridgewater Associates, LP	$4.6M	22,438	+8,448	add
192	STATE OF MICHIGAN RETIREMENT SYSTEM	$4.5M	22,000	+400	add
193	PFG Advisors	$4.4M	21,496	+2,063	add
194	Pinnacle Financial Partners, Inc.	$4.4M	21,451	+1,021	add
195	NAVELLIER & ASSOCIATES INC	$4.4M	21,305	−1,772	trim
196	Defiance ETFs, LLC	$4.4M	21,287	+21,287	new
197	Mariner, LLC	$4.2M	20,753	+19,098	add
198	SIGNATUREFD, LLC	$4.2M	20,702	+38	add
199	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$4.2M	20,482	+26	add
200	ASSETMARK, INC	$4.1M	20,264	−2,194	trim
201	Connor, Clark & Lunn Investment Management Ltd.	$4.1M	19,811	+19,811	new
202	Creative Planning	$4.0M	19,595	+6,234	add
203	Hilton Capital Management, LLC	$4.0M	19,518	−731	trim
204	Universal- Beteiligungs- und Servicegesellschaft mbH	$4.0M	19,451	+87	add
205	New Age Alpha Advisors, LLC	$4.0M	19,362	−511	trim
206	STEPHENS INC /AR/	$3.9M	19,224	+235	add
207	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$3.8M	18,800	+525	add
208	American Trust Investment Advisors, LLC	$3.8M	18,785	−203	trim
209	Composition Wealth, LLC	$3.8M	18,686	+2	add
210	D. E. Shaw & Co., Inc.	$3.8M	18,629	−503	trim
211	Aubrey Capital Management Ltd	$3.8M	18,500	0	no change
212	MGO ONE SEVEN LLC	$3.8M	18,393	+698	add
213	HighTower Advisors, LLC	$3.7M	18,172	−646	trim
214	Orion Porfolio Solutions, LLC	$3.6M	17,810	−169	trim
215	Concurrent Investment Advisors, LLC	$3.6M	17,547	+2,811	add
216	Ameritas Investment Partners, Inc.	$3.4M	16,843	+87	add
217	Compass Wealth Management LLC	$3.4M	16,725	−7,015	trim
218	WCM INVESTMENT MANAGEMENT, LLC	$3.4M	17,515	−21	trim
219	Summit Trail Advisors, LLC	$3.3M	16,187	−1,920	trim
220	HSBC HOLDINGS PLC	$3.3M	16,121	+581	add
221	Financial Sense Advisors, Inc.	$3.2M	15,804	+311	add
222	L & S Advisors Inc	$3.1M	15,324	−8,120	trim
223	Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.	$3.1M	15,205	+15,205	new
224	MML INVESTORS SERVICES, LLC	$3.1M	15,093	+9,360	add
225	MRP Capital Investments, LLC	$3.0M	14,733	−200	trim
226	Granahan Investment Management, LLC	$3.0M	14,704	−2,651	trim
227	Richard Bernstein Advisors LLC	$3.0M	14,428	+14,428	new
228	Gradient Investments LLC	$2.9M	14,044	+14,044	new
229	M.D. Sass, LLC	$2.8M	13,453	+8	add
230	PINNBROOK CAPITAL MANAGEMENT LP	$2.7M	13,200	−3,628	trim
231	XPONANCE LLC	$2.7M	13,191	+3,211	add
232	XTX Topco Ltd	$2.7M	12,973	+3,711	add
233	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$2.6M	12,644	−26,462	trim
234	TORRAY INVESTMENT PARTNERS LLC	$2.6M	12,560	−99	trim
235	IEQ CAPITAL, LLC	$2.5M	12,042	+12,042	new
236	SBI Okasan Asset Management Co.Ltd.	$2.4M	12,680	0	no change
237	Barbara Oil Co.	$2.4M	11,675	0	no change
238	TEACHER RETIREMENT SYSTEM OF TEXAS	$2.4M	11,620	−522	trim
239	RENAISSANCE TECHNOLOGIES LLC	$2.4M	11,600	+11,600	new
240	Pathstone Holdings, LLC	$2.3M	11,380	+259	add
241	CAISSE DES DEPOTS ET CONSIGNATIONS	$2.3M	11,220	−4,607	trim
242	CITADEL ADVISORS LLC	$2.3M	11,197	−25,469	trim
243	JT Stratford LLC	$2.3M	11,188	+8,756	add
244	VOYA INVESTMENT MANAGEMENT LLC	$2.3M	11,098	−119	trim
245	Sumitomo Mitsui Trust Group, Inc.	$2.2M	10,979	−252,193	trim
246	&PARTNERS	$2.2M	10,597	+3,296	add
247	Corient Private Wealth LLC	$2.2M	10,833	−13,484	trim
248	Adalta Capital Management LLC	$2.2M	10,623	+140	add
249	US BANCORP \DE\	$2.2M	10,515	−151	trim
250	Radnor Capital Management, LLC	$2.1M	10,635	+10	add
251	Aristides Capital LLC	$2.1M	10,026	+696	add
252	PORTLAND INVESTMENT COUNSEL INC.	$2.0M	10,000	+3,000	add
253	Catalyst Capital Advisors LLC	$2.0M	10,000	−650	trim
254	Kore Advisors LP	$2.0M	10,000	0	no change
255	Tribune Investment Group LP	$2.0M	10,000	+10,000	new
256	Veracity Capital LLC	$2.0M	9,927	−1,233	trim
257	GATEWAY INVESTMENT ADVISERS LLC	$2.0M	9,899	+311	add
258	Provident Co of the Employees of the Hebrew University LTD	$2.0M	9,818	+9,818	new
259	Vanguard Personalized Indexing Management, LLC	$2.0M	9,717	+386	add
260	TRUIST FINANCIAL CORP	$2.0M	9,713	+922	add
261	Callan Family Office, LLC	$2.0M	9,681	−314	trim
262	DUNCKER STREETT & CO INC	$2.0M	9,637	+9,637	new
263	Kurv Investment Management LLC	$1.9M	10,146	+4,047	add
264	MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV	$1.9M	9,126	+24	add
265	GILDER GAGNON HOWE & CO LLC	$1.9M	9,107	+1,128	add
266	M&T BANK CORP	$1.9M	9,084	−5,632	trim
267	Chicago Capital, LLC	$1.9M	9,060	+1,034	add
268	Concentric Capital Strategies, LP	$1.8M	9,007	−12,571	trim
269	Man Group plc	$1.8M	8,972	−41,997	trim
270	Cascade Investment Advisors, Inc.	$1.8M	8,814	−70	trim
271	GUGGENHEIM CAPITAL LLC	$1.7M	8,476	+5,878	add
272	KAYNE ANDERSON CAPITAL ADVISORS LP	$1.7M	8,399	+8,399	new
273	Van Hulzen Asset Management, LLC	$1.7M	8,392	+1,210	add
274	HEARTLAND ADVISORS INC	$1.7M	8,163	−2,303	trim
275	PECAUT & CO.	$1.7M	8,135	0	no change
276	ARCADIA INVESTMENT MANAGEMENT CORP/MI	$1.7M	8,089	+980	add
277	Prospera Financial Services Inc	$1.6M	7,962	+481	add
278	NewEdge Advisors, LLC	$1.6M	7,937	+7,937	new
279	PRINCETON CAPITAL MANAGEMENT LLC	$1.6M	7,861	+35	add
280	Beacon Pointe Advisors, LLC	$1.6M	7,783	−180	trim
281	Federation des caisses Desjardins du Quebec	$1.6M	7,696	−1,519	trim
282	Marex Group Ltd	$1.5M	7,503	+7,503	new
283	QUADRANT CAPITAL GROUP LLC	$1.5M	7,489	+1,952	add
284	KESTRA PRIVATE WEALTH SERVICES, LLC	$1.5M	7,485	−618	trim
285	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$1.5M	7,441	−17	trim
286	RICE HALL JAMES & ASSOCIATES, LLC	$1.5M	7,389	−610	trim
287	Advisors Asset Management, Inc.	$1.5M	7,383	+437	add
288	MACKENZIE FINANCIAL CORP	$1.5M	7,350	+7,350	new
289	Merrion Investment Management Co, LLC	$1.5M	7,330	0	no change
290	NISA INVESTMENT ADVISORS, LLC	$1.5M	7,191	−1,705	trim
291	DENALI ADVISORS LLC	$1.4M	7,089	−7	trim
292	Snowden Capital Advisors LLC	$1.4M	7,059	−190	trim
293	OPPENHEIMER ASSET MANAGEMENT INC.	$1.4M	7,043	+1,595	add
294	MONETTA FINANCIAL SERVICES INC	$1.4M	7,000	0	no change
295	Themes Management Co LLC	$1.4M	6,931	+2,235	add
296	U.S. Capital Wealth Advisors, LLC	$1.4M	6,920	−93	trim
297	SECURIAN ASSET MANAGEMENT, INC	$1.4M	6,739	+110	add
298	Clear Creek Financial Management, LLC	$1.4M	6,726	+1,645	add
299	1832 Asset Management L.P.	$1.4M	6,710	−1,790	trim
300	Envestnet Portfolio Solutions, Inc.	$1.4M	6,675	+6,675	new
301	EMERALD ADVISERS, LLC	$1.4M	6,667	0	no change
302	Equitable Holdings, Inc.	$1.4M	6,881	+5,607	add
303	Swiss Life Asset Management Ltd	$1.3M	6,399	+181	add
304	Western Wealth Management, LLC	$1.3M	6,309	+6,309	new
305	FIRST CITIZENS BANK & TRUST CO	$1.3M	6,283	+6,283	new
306	FULTON BANK, N.A.	$1.2M	5,973	−117	trim
307	JANE STREET GROUP, LLC	$1.2M	5,868	−262,442	trim
308	AlTi Global, Inc.	$1.2M	5,796	−88	trim
309	Schonfeld Strategic Advisors LLC	$1.2M	5,731	+5,731	new
310	Twin Tree Management, LP	$1.2M	5,715	+5,335	add
311	MERCER GLOBAL ADVISORS INC /ADV	$1.2M	5,705	−212	trim
312	VELA Investment Management, LLC	$1.1M	5,561	−134	trim
313	OPPENHEIMER & CO INC	$1.1M	5,554	+1,407	add
314	SECURED RETIREMENT ADVISORS, LLC	$1.1M	5,479	−49	trim
315	DIVERSIFY WEALTH MANAGEMENT, LLC	$1.1M	5,273	+5,273	new
316	Legacy Wealth Asset Management, LLC	$1.1M	5,353	+9	add
317	Jefferies Financial Group Inc.	$1.1M	5,345	+3,642	add
318	Neo Ivy Capital Management	$1.1M	5,173	+5,173	new
319	Altshuler Shaham Ltd	$1.1M	5,142	+624	add
320	DANSKE BANK A/S	$1.0M	5,133	+2,631	add
321	Qsemble Capital Management, LP	$1.0M	5,052	−4,359	trim
322	Vestmark Advisory Solutions, Inc.	$1.0M	5,043	−30	trim
323	COLDSTREAM CAPITAL MANAGEMENT INC	$1.0M	5,035	+1,914	add
324	Arosa Capital Management LP	$1.0M	5,000	−15,000	trim
325	Longaeva Partners L.P.	$1.0M	4,909	+4,909	new
326	OneDigital Investment Advisors LLC	$1.0M	4,908	−1,022	trim
327	Utah Retirement Systems	$986K	4,822	0	no change
328	Graham Capital Management, L.P.	$985K	4,816	+3,125	add
329	Dakota Wealth Management	$975K	4,769	+4,769	new
330	Atria Investments, Inc	$973K	4,758	−1,540	trim
331	Brooklyn Investment Group	$962K	4,703	+2,858	add
332	Yorktown Management & Research Co Inc	$961K	4,700	0	no change
333	KLEIN PAVLIS & PEASLEY FINANCIAL, INC.	$958K	4,686	+154	add
334	PEAK6 LLC	$933K	4,562	+4,562	new
335	Maryland State Retirement & Pension System	$930K	4,549	0	no change
336	CWM, LLC	$928K	4,538	+1,511	add
337	Clare Market Investments LLC	$901K	4,405	—	no prior
338	FLPUTNAM INVESTMENT MANAGEMENT CO	$894K	4,373	+731	add
339	Csenge Advisory Group	$883K	4,317	+4,317	new
340	SPIREPOINT PRIVATE CLIENT, LLC	$870K	4,254	+931	add
341	DOLIVER ADVISORS, LP	$868K	4,247	−302	trim
342	IAMS WEALTH MANAGEMENT, LLC	$868K	4,243	−114	trim
343	CHESAPEAKE CAPITAL CORP /IL/	$862K	4,216	0	no change
344	Permanent Capital Management, LP	$852K	3,938	−900	trim
345	COMMERCE BANK	$851K	4,163	−443	trim
346	MEEDER ASSET MANAGEMENT INC	$846K	4,138	−720	trim
347	PETRA FINANCIAL ADVISORS INC	$839K	4,105	−21	trim
348	ALPS ADVISORS INC	$832K	4,068	+1,338	add
349	Knollwood Investment Advisory, LLC	$831K	4,066	0	no change
350	Kestra Advisory Services, LLC	$830K	4,059	−158	trim
351	Crossmark Global Holdings, Inc.	$827K	4,046	—	no prior
352	Coppell Advisory Solutions LLC	$818K	4,267	+27	add
353	Cooper Financial Group	$815K	3,987	−498	trim
354	MOSELEY INVESTMENT MANAGEMENT INC	$815K	3,986	+139	add
355	Tower Research Capital LLC (TRC)	$814K	3,981	+771	add
356	Sowell Financial Services LLC	$810K	3,962	−348	trim
357	MAI Capital Management	$809K	3,956	+763	add
358	Goelzer Investment Management, Inc.	$793K	3,876	0	no change
359	Huntleigh Advisors, Inc.	$790K	3,862	0	no change
360	CHICAGO TRUST Co NA	$764K	3,735	0	no change
361	AXXCESS WEALTH MANAGEMENT, LLC	$761K	3,723	+632	add
362	BALDWIN WEALTH PARTNERS LLC/MA	$757K	3,700	0	no change
363	State of Wyoming	$752K	3,675	−2,707	trim
364	ProShare Advisors LLC	$750K	3,667	0	no change
365	FIRST MANHATTAN CO. LLC.	$739K	3,615	0	no change
366	Banque Cantonale Vaudoise	$731K	3,574	−773	trim
367	Leonteq Securities AG	$724K	3,541	+1,729	add
368	HB Wealth Management, LLC	$716K	3,501	+498	add
369	Jain Global LLC	$709K	3,469	+3,469	new
370	OpenArc Corporate Advisory, LLC	$707K	3,455	+11	add
371	Vontobel Holding Ltd.	$704K	3,442	−553	trim
372	GLOBALT Investments LLC / GA	$699K	3,419	+102	add
373	CANADA PENSION PLAN INVESTMENT BOARD	$675K	3,300	+1,500	add
374	Sigma Planning Corp	$658K	3,219	+3,219	new
375	Mission Creek Capital Partners, Inc.	$657K	3,212	+1,106	add
376	Mesirow Financial Investment Management, Inc.	$657K	3,211	+26	add
377	EVERGREEN CAPITAL MANAGEMENT LLC	$653K	3,191	+1,579	add
378	BankChampaign, National Association	$645K	3,156	—	no prior
379	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$639K	3,126	+3,126	new
380	True Wealth Design, LLC	$637K	3,117	+24	add
381	Laird Norton Wetherby Trust Company, LLC	$635K	3,103	−270	trim
382	Herold Advisors, Inc.	$631K	3,088	+3,088	new
383	Perennial Advisors, LLC	$618K	3,024	0	no change
384	Merit Financial Group, LLC	$608K	2,973	+208	add
385	SHELTON CAPITAL MANAGEMENT	$605K	2,960	−133	trim
386	Grandview Asset Management LLC	$602K	2,881	−26	trim
387	CAXTON ASSOCIATES LLP	$599K	2,930	−976	trim
388	Whalen Wealth Management Inc.	$585K	2,862	+2,862	new
389	CIBC Asset Management Inc	$585K	2,861	0	no change
390	Private Advisor Group, LLC	$582K	2,847	+67	add
391	OLD MISSION CAPITAL LLC	$582K	2,846	+2,846	new
392	Brookmont Capital Management	$568K	2,779	−217	trim
393	HANCOCK WHITNEY CORP	$552K	2,565	+2,565	new
394	Advisor Resource Council	$547K	2,675	+119	add
395	ALLIANZ SE	$544K	2,660	+160	add
396	Sterling Capital Management LLC	$542K	2,651	−1,921	trim
397	HORIZON KINETICS ASSET MANAGEMENT LLC	$541K	2,647	0	no change
398	North Dakota State Investment Board	$539K	2,637	−575	trim
399	Triasima Portfolio Management inc.	$539K	2,634	+1,136	add
400	Rithm Capital Corp.	$532K	2,600	+2,600	new
401	CIBC Bancorp USA Inc.	$530K	2,590	—	no prior
402	KEYBANK NATIONAL ASSOCIATION/OH	$530K	2,590	+701	add
403	Heritage Investment Group, Inc.	$521K	2,549	0	no change
404	LAFFER TENGLER INVESTMENTS, INC.	$518K	2,533	+837	add
405	Brown Miller Wealth Management, LLC	$514K	2,516	0	no change
406	Once Capital Management, LLC	$511K	2,500	+2,500	new
407	Beacon Financial Advisory LLC	$508K	2,484	+9	add
408	QRG CAPITAL MANAGEMENT, INC.	$503K	2,459	+506	add
409	EMERALD MUTUAL FUND ADVISERS TRUST	$498K	2,435	+513	add
410	F/m Investments LLC	$498K	2,435	+513	add
411	CADINHA & CO LLC	$485K	2,371	+65	add
412	FOX RUN MANAGEMENT, L.L.C.	$481K	2,508	+2,508	new
413	CIBC WORLD MARKET INC.	$475K	2,323	+162	add
414	Spectrum Asset Management, Inc. (NB/CA)	$475K	2,322	+2,322	new
415	New England Research & Management, Inc.	$470K	2,300	+2,300	new
416	PROFUND ADVISORS LLC	$468K	2,287	+245	add
417	Compound Planning, Inc.	$467K	2,282	+400	add
418	Intrua Financial, LLC	$465K	2,275	−711	trim
419	Belpointe Asset Management LLC	$462K	2,260	+2,260	new
420	Allianz Asset Management GmbH	$462K	2,259	+737	add
421	Stamos Capital Partners, L.P.	$456K	2,232	−393	trim
422	CenterBook Partners LP	$456K	2,230	+2,230	new
423	DAVENPORT & Co LLC	$442K	2,160	+707	add
424	Kingsview Wealth Management, LLC	$440K	2,151	+2,151	new
425	Bank of Marin	$437K	2,138	+2,138	new
426	Meiji Yasuda Asset Management Co Ltd.	$431K	2,109	+11	add
427	PRELUDE CAPITAL MANAGEMENT, LLC	$425K	2,078	+78	add
428	OAK ASSOCIATES LTD /OH/	$423K	2,070	−930	trim
429	Moors & Cabot, Inc.	$417K	2,040	0	no change
430	Purkiss Capital Advisors LLC	$416K	2,035	+57	add
431	Ballentine Partners, LLC	$410K	2,007	+77	add
432	SMART Wealth LLC	$409K	1,998	−105	trim
433	Stratos Wealth Partners, LTD.	$408K	1,994	+15	add
434	Wealthspire Advisors, LLC	$408K	1,994	+581	add
435	Darden Wealth Group Inc	$401K	1,960	0	no change
436	J.W. COLE ADVISORS, INC.	$399K	1,949	−148	trim
437	CENTRAL TRUST Co	$397K	1,943	+804	add
438	Capital Investment Advisory Services, LLC	$395K	1,930	−160	trim
439	Tannin Capital LLC	$391K	1,914	0	no change
440	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$379K	1,855	−983	trim
441	NORTH STAR ASSET MANAGEMENT INC	$377K	1,843	+100	add
442	KCM INVESTMENT ADVISORS LLC	$365K	1,787	0	no change
443	Empire Financial Management Company, LLC	$364K	1,778	+30	add
444	Modera Wealth Management, LLC	$359K	1,757	+77	add
445	denkapparat Operations GmbH	$359K	1,756	0	no change
446	AIGEN INVESTMENT MANAGEMENT, LP	$359K	1,754	+453	add
447	MOODY ALDRICH PARTNERS LLC	$355K	1,738	−431	trim
448	Wedmont Private Capital	$348K	1,502	+210	add
449	Stegent Equity Advisors, Inc.	$347K	1,699	+1,699	new
450	Tuttle Capital Management, LLC	$347K	1,697	+1,697	new
451	GLENMEDE TRUST CO NA	$347K	1,697	−74	trim
452	LeConte Wealth Management, LLC	$345K	1,685	+1,685	new
453	TIEMANN INVESTMENT ADVISORS, LLC	$345K	1,685	0	no change
454	Abacus Planning Group, Inc.	$341K	1,666	−8	trim
455	Lincoln Capital LLC	$339K	1,658	+2	add
456	SFMG, LLC	$338K	1,652	0	no change
457	Acropolis Investment Management, LLC	$336K	1,645	−162	trim
458	Torrey Growth & Income Advisors	$335K	1,700	0	no change
459	BAMCO INC /NY/	$333K	1,626	+767	add
460	PANAGORA ASSET MANAGEMENT INC	$328K	1,605	−145	trim
461	Advyzon Investment Management, LLC	$326K	1,596	+1,596	new
462	AMERIFLEX GROUP, INC.	$325K	1,590	+1,590	new
463	Capital Advisors Wealth Management, LLC	$324K	1,587	+27	add
464	VAN ECK ASSOCIATES CORP	$324K	1,584,460	+336,540	add
465	Granite Investment Partners, LLC	$323K	1,579	+1,579	new
466	RITHOLTZ WEALTH MANAGEMENT	$315K	1,540	+164	add
467	Perigon Wealth Management, LLC	$312K	1,527	+158	add
468	PETTYJOHN, WOOD & WHITE, INC	$309K	1,512	0	no change
469	Cannell & Spears LLC	$307K	1,501	+239	add
470	Symmetry Investments LP	$307K	1,500	+1,500	new
471	First Nebraska Trust Co	$307K	1,500	—	no prior
472	AlphaStar Capital Management, LLC	$291K	1,422	−54	trim
473	DOVER ADVISORS, LLC	$290K	1,417	−100	trim
474	GREENLEAF TRUST	$285K	1,396	+133	add
475	Essex Financial Services, Inc.	$284K	1,389	−191	trim
476	Apollon Wealth Management, LLC	$279K	1,363	+1,363	new
477	Ausdal Financial Partners, Inc.	$278K	1,359	+1,359	new
478	Lido Advisors, LLC	$276K	1,350	−107	trim
479	TCFG WEALTH MANAGEMENT, LLC	$273K	1,336	−447	trim
480	TCFG Investment Advisors, LLC	$273K	1,336	—	no prior
481	Brown Financial Advisors	$273K	1,333	+1,333	new
482	Chicago Partners Investment Group LLC	$273K	1,244	+84	add
483	Mattson Financial Services, LLC	$272K	1,328	+1,328	new
484	Carmel Capital Partners, LLC	$271K	1,325	0	no change
485	FCG Investment Co	$259K	1,269	—	no prior
486	MIRABELLA FINANCIAL SERVICES LLP	$255K	1,249	+1,249	new
487	Waverly Advisors, LLC	$255K	1,248	+1,248	new
488	Collaborative Fund Advisors, LLC	$254K	1,243	—	no prior
489	MONEYWISE, INC.	$253K	1,236	0	no change
490	RFG Advisory, LLC	$253K	1,235	+34	add
491	BENJAMIN EDWARDS INC	$251K	1,228	−221	trim
492	UMB Bank, n.a.	$249K	1,219	+12	add
493	Sara-Bay Financial	$248K	1,212	—	no prior
494	Arax Advisory Partners	$248K	1,193	+565	add
495	Avestar Capital, LLC	$247K	1,210	−1	trim
496	HBW ADVISORY SERVICES LLC	$247K	1,210	+1,210	new
497	Peregrine Asset Advisers, Inc.	$245K	1,200	+1,200	new
498	Independent Wealth Network Inc.	$245K	1,197	+1,197	new
499	Johnson Financial Group, LLC	$244K	1,193	+1,193	new
500	KANAWHA CAPITAL MANAGEMENT LLC	$244K	1,193	−220	trim

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · BWXT

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 1 April McClain Delaney D–MD-6 $18K–$95K
Sellers: 1 April McClain Delaney D–MD-6 $100K–$250K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 3 Gotham Asset Management, Moore Capital Management, Bridgewater Associates $47.3M held
Trimming: 1 Caxton Associates $599K held

new + add vs trim + exit, by shares · $ = reported value now, not the change · BWX TECHNOLOGIES INC

Merged timeline of congressional filings and notable-manager moves on BWXT
Date	Who	Change	Size
2026-09-09	April McClain Delaney Congress	Sale	$100K–$250K
2026-09-09	April McClain Delaney Congress	Purchase	$1K–$15K
2026-08-03	April McClain Delaney Congress	Purchase	$1K–$15K
2026-08-03	April McClain Delaney Congress	Purchase	$1K–$15K
2026-08-03	April McClain Delaney Congress	Purchase	$15K–$50K
2026-05-15	Gotham Asset Management 13F	add	+9,198 sh
2026-05-15	Moore Capital Management 13F	add	+11,053 sh
2026-05-15	Bridgewater Associates 13F	add	+8,448 sh
2026-05-14	Caxton Associates 13F	trim	−976 sh

9 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

5 members of Congress disclosed BWXT — the congressional view ↗