Filing Research | BWXT - BWX TECHNOLOGIES INC Institutional Holdings

Snapshot holdings

50 / 209 loaded

#		Instrument	quantity
1	ZWJ INVESTMENT COUNSEL INC	Shares	377.1KSH	$73.4M
2	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	Shares	255.1KSH	$49.7M
3	SAPIENT CAPITAL LLC	Shares	227.1KSH	$44.2M
4	MIZUHO MARKETS AMERICAS LLC	Shares	176.2KSH	$34.3M
5	COOKSON PEIRCE & CO INC	Shares	140.9KSH	$27.4M
6	Covea Finance	Shares	121.1KSH	$23.6M
7	ARS Investment Partners, LLC	Shares	109.0KSH	$21.2M
8	EXCHANGE TRADED CONCEPTS, LLC	Shares	84.6KSH	$16.5M
9	LBP AM SA	Shares	82.2KSH	$16.0M
10	Tema ETFs LLC	Shares	81.2KSH	$15.8M
11	TRAN CAPITAL MANAGEMENT, L.P.	Shares	78.5KSH	$15.3M
12	Sequoia Financial Advisors, LLC	Shares	61.0KSH	$11.9M
13	CARY STREET PARTNERS FINANCIAL LLC	Shares	59.3KSH	$11.5M
14	Bensler, LLC	Shares	50.7KSH	$9.9M
15	BUILDER INVESTMENT GROUP INC /ADV	Shares	46.6KSH	$9.1M
16	CONGRESS ASSET MANAGEMENT CO	Shares	43.4KSH	$8.4M
17	Stonebridge Financial Group, LLC	Shares	42.3KSH	$8.2M
18	Police & Firemen's Retirement System of New Jersey	Shares	41.4KSH	$8.1M
19	KIECKHEFER GROUP LLC	Shares	39.4KSH	$7.7M
20	NAPLES GLOBAL ADVISORS, LLC	Shares	37.7KSH	$7.3M
21	STRATEGIC PLANNING GROUP, LLC	Shares	33.2KSH	$6.5M
22	Mirae Asset Global Investments Co., Ltd.	Shares	32.4KSH	$6.3M
23	Demars Financial Group, LLC	Shares	31.4KSH	$6.1M
24	Insight Wealth Strategies, LLC	Shares	31.1KSH	$5.9M
25	Narwhal Capital Management	Shares	28.8KSH	$5.6M
26	Louisiana State Employees Retirement System	Shares	26.8KSH	$5.2M
27	Spire Wealth Management	Shares	25.4KSH	$4.9M
28	PFG Advisors	Shares	24.8KSH	$4.8M
29	Hennion & Walsh Asset Management, Inc.	Shares	23.8KSH	$4.6M
30	Arkfeld Wealth Strategies, L.L.C.	Shares	22.1KSH	$4.4M
31	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	21.9KSH	$4.3M
32	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	21.5KSH	$4.2M
33	SIGNATUREFD, LLC	Shares	20.8KSH	$4.0M
34	OAK FAMILY ADVISORS, LLC	Shares	20.5KSH	$4.0M
35	ARDSLEY ADVISORY PARTNERS LP	Shares	20.0KSH	$3.9M
36	Composition Wealth, LLC	Shares	18.7KSH	$3.6M
37	Gradient Investments LLC	Shares	15.4KSH	$3.0M
38	Radnor Capital Management, LLC	Shares	13.0KSH	$2.5M
39	Catalyst Capital Advisors LLC	Shares	11.2KSH	$2.2M
40	SBI Okasan Asset Management Co.Ltd.	Shares	11.4KSH	$2.2M
41	Vest Financial, LLC	Shares	9.6KSH	$1.9M
42	MEITAV INVESTMENT HOUSE LTD	Shares	9.2KSH	$1.8M
43	Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.	Shares	9.2KSH	$1.8M
44	Cascade Investment Advisors, Inc.	Shares	8.9KSH	$1.7M
45	Prospera Financial Services Inc	Shares	7.8KSH	$1.5M
46	Triasima Portfolio Management inc.	Shares	7.7KSH	$1.5M
47	Oak Thistle LLC	Shares	7.7KSH	$1.5M
48	Merrion Investment Management Co, LLC	Shares	7.3KSH	$1.4M
49	Veracity Capital LLC	Shares	7.2KSH	$1.4M
50	Themes Management Co LLC	Shares	7.1KSH	$1.4M

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Manager changes2026-06-30 vs 2026-03-31

50 / 228 loaded

#		Instrument
1	ARS Investment Partners, LLC added	Shares	+73.5K	+$14.0M	$21.2M
2	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. added	Shares	+73.0K	+$12.4M	$49.7M
3	Insight Wealth Strategies, LLC new	Shares	+31.1K	+$5.9M	$5.9M
4	Tema ETFs LLC added	Shares	+25.4K	+$4.4M	$15.8M
5	COOKSON PEIRCE & CO INC added	Shares	+23.4K	+$3.4M	$27.4M
6	Vest Financial, LLC new	Shares	+9.6K	+$1.9M	$1.9M
7	Oak Thistle LLC new	Shares	+7.7K	+$1.5M	$1.5M
8	Sequoia Financial Advisors, LLC added	Shares	+9.4K	+$1.3M	$11.9M
9	NEW WAVE WEALTH ADVISORS LLC new	Shares	+6.0K	+$1.2M	$1.2M
10	MILLER WEALTH ADVISORS, LLC added	Shares	+1.0K	+$1.1M	$1.1M
11	Triasima Portfolio Management inc. added	Shares	+5.1K	+$968.7K	$1.5M
12	Capstone Capital Management Ltd new	Shares	+4.9K	+$957.3K	$957.3K
13	CONGRESS ASSET MANAGEMENT CO added	Shares	+6.1K	+$810.4K	$8.4M
14	Camelot Portfolios, LLC new	Shares	+4.0K	+$778.8K	$778.8K
15	Bensler, LLC added	Shares	+5.9K	+$699.0K	$9.9M
16	Cooper Financial Group new	PUT	+2.4K	+$467.2K	$467.2K
17	PFG Advisors added	Shares	+3.3K	+$429.5K	$4.8M
18	Radnor Capital Management, LLC added	Shares	+2.4K	+$362.8K	$2.5M
19	MinichMacGregor Wealth Management, LLC new	Shares	+1.4K	+$274.8K	$274.8K
20	Apollon Wealth Management, LLC added	Shares	+1.4K	+$259.1K	$537.8K
21	Verum Partners LLC new	Shares	+1.2K	+$227.5K	$227.5K
22	BANQUE PICTET & CIE SA new	Shares	+1.1K	+$219.0K	$219.0K
23	Kastel Capital Advisors, LLC new	Shares	+1.0K	+$211.6K	$211.6K
24	JAMISON PRIVATE WEALTH MANAGEMENT, INC. added	Shares	+973	+$179.3K	$386.3K
25	Catalyst Capital Advisors LLC added	Shares	+1.2K	+$133.2K	$2.2M
26	Gradient Investments LLC added	Shares	+1.3K	+$123.4K	$3.0M
27	HARBOR INVESTMENT ADVISORY, LLC added	Shares	+585	+$113.3K	$125.5K
28	Herold Advisors, Inc. added	Shares	+633	+$91.5K	$723.0K
29	Police & Firemen's Retirement System of New Jersey added	Shares	+2.4K	+$77.7K	$8.1M
30	Independent Wealth Network Inc. added	Shares	+454	+$76.6K	$321.4K
31	Sowell Financial Services LLC added	Shares	+538	+$65.7K	$875.8K
32	WOLFF WIESE MAGANA LLC new	Shares	+300	+$58.4K	$58.4K
33	Curated Wealth Partners LLC new	Shares	+44.0K	+$58.3K	$58.3K
34	Grandview Asset Management LLC added	Shares	+471	+$50.8K	$652.5K
35	KLEIN PAVLIS & PEASLEY FINANCIAL, INC. added	Shares	+487	+$48.7K	$1.0M
36	Legacy Advisors, LLC added	Shares	+291	+$46.4K	$258.9K
37	QRG CAPITAL MANAGEMENT, INC. added	Shares	+348	+$43.5K	$546.4K
38	Aries Wealth Management added	Shares	+280	+$43.3K	$276.8K
39	ROWLANDMILLER & PARTNERS.ADV added	Shares	+250	+$42.1K	$179.1K
40	SBI Securities Co., Ltd. added	Shares	+221	+$31.9K	$263.2K
41	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+261	+$27.2K	$250.1K
42	Atlatl Advisers LLC new	Shares	+132	+$25.7K	$25.7K
43	BankChampaign, National Association added	Shares	+268	+$21.1K	$666.5K
44	Merit Financial Group, LLC added	Shares	+257	+$20.8K	$628.7K
45	Intrua Financial, LLC added	Shares	+215	+$19.5K	$484.7K
46	WEST PACES ADVISORS INC. new	Shares	+100	+$19.5K	$19.5K
47	Crossmark Global Holdings, Inc. added	Shares	+291	+$16.8K	$844.2K
48	GREENLEAF TRUST added	Shares	+148	+$15.1K	$300.5K
49	FCG Investment Co added	Shares	+140	+$14.8K	$274.3K
50	FIRST CITIZENS BANK & TRUST CO added	Shares	+385	+$13.1K	$1.3M

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