BWXT Institutional Ownership
BWX Technologies, Inc.
1W: -0.1%
1M: -0.2%
3M: -14.8%
YTD: -26.3%
1Y: -34.0%
3Y: +78.8%
5Y: +148.4%
$134.07
+2.87 (+2.19%)
Weekly Expected Move ±6.1%
$112
$119
$127
$135
$143
Credit Risk of going bust: lower than 59% of companies Debt: 14.1% of company value Bonds: $374.5M held by 210 funds, 132 bp over Treasuries → details ▾
Of US companies ranked in the middle of the pack, about 1 in 580 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $2.01 (down 99%), BWX Technologies, Inc. would be worth roughly what it owes.
Total debt $2.02B against a stock market value of $12.28B.
Distance to default 6.11 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $1.01B (short-term plus half of long-term), stock volatility 44.7%; Altman Z 4.62. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
If the stock fell to about $2.01 (down 99%), BWX Technologies, Inc. would be worth roughly what it owes.
Total debt $2.02B against a stock market value of $12.28B.
Distance to default 6.11 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $1.01B (short-term plus half of long-term), stock volatility 44.7%; Altman Z 4.62. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — BWXT
944
Institutional Holders
+36 vs prior quarter
0.0%
Ownership
+0.00pp
$16B
Total Invested
122
New Positions
317
Increased
370
Reduced
87
Closed
0.74
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1012 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 12,123,786 | $1.6B | -363,720 | -2.9% | 8Q | SEC ↗ |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 4,755,063 | $638M | -136,174 | -2.8% | 2Q | SEC ↗ |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 4,140,330 | $555M | +46,237 | +1.1% | 2Q | SEC ↗ |
| 4 | STATE STREET CORP | 3,799,375 | $509M | +50,425 | +1.3% | 44Q | SEC ↗ |
| 5 | JPMORGAN CHASE & CO | 2,654,239 | $356M | +81,428 | +3.2% | 44Q | SEC ↗ |
| 6 | FIRST TRUST ADVISORS LP | 2,075,550 | $278M | +684,471 | +49.2% | 28Q | SEC ↗ |
| 7 | ALKEON CAPITAL MANAGEMENT LLC | 2,022,748 | $271M | +283,400 | +16.3% | 5Q | SEC ↗ |
| 8 | FRANKLIN RESOURCES INC | 1,930,298 | $259M | +28,982 | +1.5% | 22Q | SEC ↗ |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 1,860,802 | $249M | +67,236 | +3.7% | 44Q | SEC ↗ |
| 10 | Invesco Ltd. | 1,835,328 | $246M | -687,204 | -27.2% | 44Q | SEC ↗ |
| 11 | Select Equity Group, L.P. | 1,704,008 | $228M | +977,584 | +134.6% | 5Q | SEC ↗ |
| 12 | VAN ECK ASSOCIATES CORP | 1,556,784 | $209M | -27,676 | -1.7% | 15Q | SEC ↗ |
| 13 | BLAIR WILLIAM & CO/IL | 1,556,417 | $209M | +118,292 | +8.2% | 40Q | SEC ↗ |
| 14 | MASSACHUSETTS FINANCIAL SERVICES CO /M | 1,275,651 | $171M | -10,606 | -0.8% | 5Q | SEC ↗ |
| 15 | SNYDER CAPITAL MANAGEMENT L P | 1,237,512 | $166M | +135,396 | +12.3% | 44Q | SEC ↗ |
| 16 | T. Rowe Price Investment Management, I | 1,179,257 | $158M | -148,052 | -11.2% | 17Q | SEC ↗ |
| 17 | Bank of New York Mellon Corp | 1,143,523 | $153M | -140,474 | -10.9% | 44Q | SEC ↗ |
| 18 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1,062,547 | $142M | -225,481 | -17.5% | 4Q | SEC ↗ |
| 19 | Artisan Partners Limited Partnership | 1,059,496 | $142M | +287 | +0.0% | 5Q | SEC ↗ |
| 20 | BANK OF AMERICA CORP /DE | 1,037,863 | $139M | +32,242 | +3.2% | 15Q | SEC ↗ |
| 21 | WILLIAM BLAIR INVESTMENT MANAGEMENT, L | 941,233 | $126M | -40,549 | -4.1% | 40Q | SEC ↗ |
| 22 | PRICE T ROWE ASSOCIATES INC /MD | 844,526 | $113M | +232,409 | +38.0% | 16Q | SEC ↗ |
| 23 | MORGAN STANLEY | 793,339 | $106M | -184,495 | -18.9% | 45Q | SEC ↗ |
| 24 | FMR LLC | 759,071 | $102M | -61,423 | -7.5% | 45Q | SEC ↗ |
| 25 | Clearbridge Investments, LLC | 750,098 | $101M | -77,738 | -9.4% | 17Q | SEC ↗ |
| 26 | NORTHERN TRUST CORP | 748,522 | $100M | +26,387 | +3.7% | 45Q | SEC ↗ |
| 27 | Mawer Investment Management Ltd. | 689,750 | $92M | -44,412 | -6.0% | 19Q | SEC ↗ |
| 28 | Sixth Street Partners Management Compa NEW | 682,918 | $92M | — | +0.0% | 1Q | SEC ↗ |
| 29 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 682,918 | $92M | -6,449 | -0.9% | 15Q | SEC ↗ |
| 30 | DIMENSIONAL FUND ADVISORS LP | 642,636 | $86M | -53,852 | -7.7% | 44Q | SEC ↗ |
| 31 | Capital World Investors | 640,319 | $86M | +70,904 | +12.5% | 2Q | SEC ↗ |
| 32 | FEDERATED HERMES, INC. | 637,471 | $85M | +96,943 | +17.9% | 18Q | SEC ↗ |
| 33 | Stephens Investment Management Group L | 600,434 | $81M | +41,808 | +7.5% | 7Q | SEC ↗ |
| 34 | VANGUARD FIDUCIARY TRUST CO | 591,033 | $79M | +20,717 | +3.6% | 2Q | SEC ↗ |
| 35 | RAYMOND JAMES FINANCIAL INC | 570,565 | $76M | +36,974 | +6.9% | 7Q | SEC ↗ |
| 36 | ALLIANCEBERNSTEIN L.P. | 565,627 | $76M | -14,602 | -2.5% | 44Q | SEC ↗ |
| 37 | ARK Investment Management LLC | 549,881 | $74M | -72,665 | -11.7% | 7Q | SEC ↗ |
| 38 | Chevy Chase Trust Holdings, LLC | 541,081 | $73M | +8,935 | +1.7% | 6Q | SEC ↗ |
| 39 | GOLDMAN SACHS GROUP INC | 512,319 | $69M | +114,530 | +28.8% | 15Q | SEC ↗ |
| 40 | UBS Group AG | 468,172 | $63M | +65,282 | +16.2% | 44Q | SEC ↗ |
| 41 | BESSEMER GROUP INC | 438,361 | $59M | -187,748 | -30.0% | 14Q | SEC ↗ |
| 42 | Fiera Capital Corp | 413,978 | $56M | -315,291 | -43.2% | 14Q | SEC ↗ |
| 43 | ROYAL BANK OF CANADA | 411,357 | $55M | -24,716 | -5.7% | 45Q | SEC ↗ |
| 44 | CITIGROUP INC | 377,231 | $51M | -21,175 | -5.3% | 44Q | SEC ↗ |
| 45 | ZWJ INVESTMENT COUNSEL INC | 377,137 | $51M | -15,189 | -3.9% | 15Q | SEC ↗ |
| 46 | Thrivent Financial for Lutherans | 376,408 | $50M | -100,580 | -21.1% | 13Q | SEC ↗ |
| 47 | SCHRODER INVESTMENT MANAGEMENT GROUP | 375,524 | $50M | -5,424 | -1.4% | 42Q | SEC ↗ |
| 48 | WELLS FARGO & COMPANY/MN | 323,600 | $43M | -12,642 | -3.8% | 44Q | SEC ↗ |
| 49 | Orbis Allan Gray Ltd | 297,329 | $40M | -1,044 | -0.3% | 5Q | SEC ↗ |
| 50 | NEW YORK STATE COMMON RETIREMENT FUND | 293,881 | $39M | -3,149 | -1.1% | 44Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 682,918 | $92M |
| Alyeska Investment Group, L.P. | 255,328 | $34M |
| NFJ INVESTMENT GROUP, LLC | 201,748 | $27M |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | 108,000 | $14M |
| Night Squared LP | 92,035 | $12M |
| Headwater Capital Co Ltd | 80,000 | $11M |
| USS Investment Management Ltd | 72,855 | $10M |
| Ariose Capital Management Ltd | 71,580 | $10M |
| OMERS ADMINISTRATION Corp | 66,000 | $9M |
| KEYSTONE INVESTORS PTE LTD | 64,766 | $9M |
| Jupiter Topco LLC | 57,844 | $8M |
| Freestone Grove Partners LP | 53,470 | $7M |
| Curated Wealth Partners LLC | 44,018 | $6M |
| BOOTHBAY FUND MANAGEMENT, LLC | 41,535 | $6M |
| Tairen Capital Ltd | 40,000 | $5M |
| Trexquant Investment LP | 36,410 | $5M |
| Silvant Capital Management LLC | 33,773 | $5M |
| KORNITZER CAPITAL MANAGEMENT INC /K | 33,140 | $4M |
| HRT FINANCIAL LP | 31,353 | $4M |
| Insight Wealth Strategies, LLC | 31,104 | $4M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| ARROWSTREET CAPITAL, LIMITED PARTNE | 491,360 | $66M |
| Qube Research & Technologies Ltd | 433,266 | $58M |
| Amova Asset Management Americas, In | 252,490 | $34M |
| Munro Partners | 246,220 | $33M |
| Weiss Asset Management LP | 76,073 | $10M |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 70,868 | $10M |
| NEOS Investment Management LLC | 37,583 | $5M |
| Y-Intercept (Hong Kong) Ltd | 32,775 | $4M |
| Premier Fund Managers Ltd | 30,900 | $4M |
| SEGALL BRYANT & HAMILL, LLC | 22,764 | $3M |
| Informed Momentum Co LLC | 21,956 | $3M |
| Aubrey Capital Management Ltd | 18,500 | $2M |
| CAPITAL FUND MANAGEMENT S.A. | 16,564 | $2M |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 15,100 | $2M |
| Cinctive Capital Management LP | 14,044 | $2M |
| BAROMETER CAPITAL MANAGEMENT INC. | 13,800 | $2M |
| PINNBROOK CAPITAL MANAGEMENT LP | 13,200 | $2M |
| Vennlight Capital Management, LP | 12,350 | $2M |
| FORA Capital, LLC | 12,040 | $2M |
| Entropy Technologies, LP | 11,815 | $2M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Select Equity Group, L.P. | +977,584 | +134.6% | 1,704,008 |
| FIRST TRUST ADVISORS LP | +684,471 | +49.2% | 2,075,550 |
| ALKEON CAPITAL MANAGEMENT LLC | +283,400 | +16.3% | 2,022,748 |
| PRICE T ROWE ASSOCIATES INC /MD | +232,409 | +38.0% | 844,526 |
| Davidson Kempner Capital Management | +214,195 | +860.2% | 239,095 |
| SNYDER CAPITAL MANAGEMENT L P | +135,396 | +12.3% | 1,237,512 |
| NEUBERGER BERMAN GROUP LLC | +125,602 | +879.8% | 139,879 |
| BLAIR WILLIAM & CO/IL | +118,292 | +8.2% | 1,556,417 |
| GOLDMAN SACHS GROUP INC | +114,530 | +28.8% | 512,319 |
| FEDERATED HERMES, INC. | +96,943 | +17.9% | 637,471 |
| MARSHALL WACE, LLP | +83,718 | +445.7% | 102,500 |
| JPMORGAN CHASE & CO | +81,428 | +3.2% | 2,654,239 |
| Ananym Capital Management, LP | +73,970 | +62.5% | 192,407 |
| ARS Investment Partners, LLC | +73,515 | +207.1% | 109,004 |
| VAUGHAN NELSON INVESTMENT MANAGEMEN | +72,975 | +40.1% | 255,110 |
| Capital World Investors | +70,904 | +12.5% | 640,319 |
| JANE STREET GROUP, LLC | +68,701 | +1170.8% | 74,569 |
| GEODE CAPITAL MANAGEMENT, LLC | +67,236 | +3.7% | 1,860,802 |
| Tidal Investments LLC | +65,723 | +46.1% | 208,149 |
| UBS Group AG | +65,282 | +16.2% | 468,172 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Invesco Ltd. | -687,204 | -27.2% | 1,835,328 |
| TWO SIGMA INVESTMENTS, LP | -428,678 | -77.7% | 123,094 |
| BARROW HANLEY MEWHINNEY & STRAUSS L | -426,070 | -100.0% | 2 |
| BlackRock, Inc. | -363,720 | -2.9% | 12,123,786 |
| FengHe Fund Management Pte. Ltd. | -356,460 | -90.7% | 36,740 |
| Fiera Capital Corp | -315,291 | -43.2% | 413,978 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Lt | -225,481 | -17.5% | 1,062,547 |
| BESSEMER GROUP INC | -187,748 | -30.0% | 438,361 |
| MORGAN STANLEY | -184,495 | -18.9% | 793,339 |
| Ensign Peak Advisors, Inc | -151,864 | -75.1% | 50,273 |
| T. Rowe Price Investment Management | -148,052 | -11.2% | 1,179,257 |
| Bank of New York Mellon Corp | -140,474 | -10.9% | 1,143,523 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | -136,174 | -2.8% | 4,755,063 |
| CI INVESTMENTS INC. | -120,883 | -94.0% | 7,765 |
| PRINCIPAL FINANCIAL GROUP INC | -118,880 | -36.5% | 207,072 |
| NATIONAL BANK OF CANADA /FI | -101,918 | -97.2% | 2,891 |
| Thrivent Financial for Lutherans | -100,580 | -21.1% | 376,408 |
| AMERIPRISE FINANCIAL INC | -90,213 | -34.1% | 174,018 |
| Clearbridge Investments, LLC | -77,738 | -9.4% | 750,098 |
| JANUS HENDERSON GROUP PLC | -77,120 | -52.5% | 69,794 |