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BWX Technologies, Inc.

BWXT Industrials
$202.91 +$0.39 (0.19%)
Market Cap: $18.59 B
Gurus Holding
10
Popularity Rank
#429
% of Shares Held
1.19%
Net Activity (Q1 2026)
+$24.38 M

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 Q1 2026, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $221.88 M.

Top institutional holders include Catherine Wood and Cliff Asness.

Institutional sentiment is currently Bullish. This is evidenced by a $24.38 M net inflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 220.9%. Conversely, Chuck Royce reduced exposure by 26.9%.

Key Holders

Top 5 by Value

$127.3 M
$38.64 M
$36.31 M
$6.1 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$35.82 M
Total Buy Value
New Buys 2
Additions 5
-$11.44 M
Total Sell Value
Reductions 2
Sold Out 0

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
2
Net Buyers
7

FAQs for BWX Technologies, Inc. (BWXT)

Major holders include Catherine Wood ($127.3 M), Cliff Asness ($38.64 M), Joel Greenblatt ($36.31 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 1.09 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $24.38 M, with 7 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited BWXT. The total reported sell value was $11.44 M.

Yes, 2 managers opened new positions in BWXT, and 5 increased their existing holdings. The total reported buy value was $35.82 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.99% Reduce -6.7% 622,546 $127.3 M Q1 2026
0.02% Add 220.9% 188,967 $38.64 M Q1 2026
0.11% Add 5.5% 177,546 $36.31 M Q1 2026
0.13% Add 54.3% 31,424 $6.43 M Q1 2026
0.06% Reduce -26.9% 29,827 $6.1 M Q1 2026
0.02% Add 60.4% 22,438 $4.59 M Q1 2026
0.00% New Buy 11,600 $2.37 M Q1 2026
0.01% Add 213.9% 5,345 $1.09 M Q1 2026
0.01% 2,647 $541,285 Q1 2026
0.00% New Buy 1,135 $232,047 Q1 2026
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Transaction
Value
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Position / Chg
SEC Form