Who holds ticker 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 ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 677 holders are listed, largest first: 677
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $15.1B
holders whose share count rose or who opened the position (new + add), by shares: 373
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 85

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

Newest 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 2026-07-03 → 2026-10-01 · 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	SELL	$100K–$250K
2026-09-09	April McClain Delaney Congress	BUY	$1K–$15K
2026-08-03	April McClain Delaney Congress	BUY	$1K–$15K
2026-08-03	April McClain Delaney Congress	BUY	$1K–$15K
2026-08-03	April McClain Delaney Congress	BUY	$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 · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

5 members of Congress disclosed BWXT — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).