Guru Ownership Trend
Guru Analysis for BWX Technologies, Inc. (BWXT)
BWX Technologies, Inc. (BWXT), a key player in the Industrials sector, continues to attract institutional attention.
As of Q3 2025, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $190.4 M.
Top institutional holders include Catherine Wood and Joel Greenblatt.
Institutional sentiment is currently Bullish. This is evidenced by a $5.34 M net inflow during the quarter.
Recent activity highlights Paul Tudor Jones who opened a new position. Conversely, Chuck Royce reduced exposure by 47.2%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 0.75% | Add 6.2% | 680,996 | $125.56 M | Q3 2025 | |
| 0.13% | Add 29.3% | 162,887 | $30.03 M | Q3 2025 | |
| 0.04% | New Buy | 132,020 | $24.34 M | Q3 2025 | |
| 0.01% | Reduce -10.8% | 84,004 | $15.31 M | Q3 2025 | |
| 0.13% | Reduce -47.2% | 68,832 | $12.69 M | Q3 2025 | |
| 0.01% | Reduce -0.7% | 2,647 | $488,027 | Q3 2025 | |
| 0.00% | New Buy | 1,135 | $209,216 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for BWX Technologies, Inc. (BWXT)
Top Guru holders include Catherine Wood ($125.56 M), Joel Greenblatt ($30.03 M), Paul Tudor Jones ($24.34 M). Collectively, tracked Gurus hold 1.13 M shares.
Based on recent 13F filings, the sentiment is Positive (Net Buy). There was a net inflow of $5.34 M, with 4 Gurus buying and 5 Gurus selling.
In the recent quarter, 3 Gurus reduced their positions, and 2 Gurus sold out of BWXT completely. Total sell value was $33.37 M.
Yes, 2 Gurus opened new positions in BWXT, and 2 added to their existing holdings. Total buy value was $38.71 M.