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BWX Technologies, Inc.

BWXT Industrials
$214.98 +$2.17 (1.02%)
Market Cap: $19.69 B
Gurus Holding
8
Popularity Rank
#719
% of Shares Held
1.06%
Net Activity (Q4 2025)
-$28.89 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 Q4 2025, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $209.45 M.

Top institutional holders include Catherine Wood and Joel Greenblatt.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $28.89 M net outflow during the quarter.

Recent activity highlights Louis Moore Bacon who opened a new position. Conversely, Chuck Royce reduced exposure by 40.7%.

Key Holders

Top 5 by Value

$115.37 M
$29.1 M
$10.18 M
$7.06 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$7.18 M
Total Buy Value
New Buys 3
Additions 1
-$36.07 M
Total Sell Value
Reductions 3
Sold Out 2

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
5
Net Buyers
4

FAQs for BWX Technologies, Inc. (BWXT)

Major holders include Catherine Wood ($115.37 M), Joel Greenblatt ($29.1 M), Cliff Asness ($10.18 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 974,266 shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $28.89 M, with 4 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 2 fully exited BWXT. The total reported sell value was $36.07 M.

Yes, 3 managers opened new positions in BWXT, and 1 increased their existing holdings. The total reported buy value was $7.18 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.77% Reduce -2.0% 667,493 $115.37 M Q4 2025
0.11% Add 3.4% 168,348 $29.1 M Q4 2025
0.01% Reduce -29.9% 58,887 $10.18 M Q4 2025
0.07% Reduce -40.7% 40,827 $7.06 M Q4 2025
0.05% New Buy 20,371 $3.52 M Q4 2025
0.01% New Buy 13,990 $2.42 M Q4 2025
0.01% 2,647 $457,507 Q4 2025
0.00% New Buy 1,703 $294,347 Q4 2025
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form