BWX Technologies, Inc.
MX ˙ BMV ˙ US05605H1005
SecurityMX:BWXT / BWX Technologies, Inc.
InstitutionLPL Financial LLC
Latest Disclosed Ownership100,084 shares
Latest Disclosed Value $ 20,466,131
LPL Financial LLC reports 43.95% increase in ownership of BWXT / BWX Technologies, Inc.

On May 6, 2026 - LPL Financial LLC filed a 13F-HR form disclosing ownership of 100,084 shares of BWX Technologies, Inc. (MX:BWXT) valued at $20,466,131 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 69,525 shares of BWX Technologies, Inc.. This represents a change in shares of 43.95% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-06 2026-03-31 13F BWX TECHNOLOGIES COM 05605H100 100,084 30,559 43.95 20,466 70.32 0.0054
2026-02-11 2025-12-31 13F BWX TECHNOLOGIES COM 05605H100 69,525 9,000 14.87 12,017 7.68 0.0033
2025-11-12 2025-09-30 13F BWX TECHNOLOGIES COM 05605H100 60,525 214 0.35 11,159 28.44 0.0033
2025-08-12 2025-06-30 13F BWX TECHNOLOGIES COM 05605H100 60,311 12,681 26.62 8,688 84.93 0.0029
2025-05-07 2025-03-31 13F BWX TECHNOLOGIES COM 05605H100 47,630 -6,922 -12.69 4,699 -22.68 0.0018
2025-02-11 2024-12-31 13F BWX TECHNOLOGIES COM 05605H100 54,552 22,340 69.35 6,077 73.55 0.0025
2024-11-08 2024-09-30 13F BWX TECHNOLOGIES COM 05605H100 32,212 8,916 38.27 3,501 58.20 0.0016
2024-08-07 2024-06-30 13F BWX TECHNOLOGIES COM 05605H100 23,296 -1,155 -4.72 2,213 -11.80 0.0011
2024-05-10 2024-03-31 13F BWX TECHNOLOGIES COM 05605H100 24,451 3,358 15.92 2,509 55.07 0.0013
2024-02-14 2023-12-31 13F BWX TECHNOLOGIES COM 05605H100 21,093 3,920 22.83 1,618 25.72 0.0010
2023-11-13 2023-09-30 13F BWX TECHNOLOGIES COM 05605H100 17,173 1,301 8.20 1,288 13.39 0.0009
2023-07-31 2023-06-30 13F BWX TECHNOLOGIES COM 05605H100 15,872 1,386 9.57 1,136 24.32 0.0008
2023-05-10 2023-03-31 13F BWX TECHNOLOGIES COM 05605H100 14,486 322 2.27 913 11.07 0.0007
2023-02-07 2022-12-31 13F BWX TECHNOLOGIES COM 05605H100 14,164 4,034 39.82 823 61.18 0.0007
2022-11-14 2022-09-30 13F BWX TECHNOLOGIES COM 05605H100 10,130 1,539 17.91 510 7.82 0.0005
2022-08-12 2022-06-30 13F BWX TECHNOLOGIES COM 05605H100 8,591 17 0.20 473 2.38 0.0004
2022-05-16 2022-03-31 13F BWX TECHNOLOGIES COM 05605H100 8,574 1,256 17.16 462 32.00 0.0004
2022-02-14 2021-12-31 13F BWX TECHNOLOGIES COM 05605H100 7,318 -543 -6.91 350 -17.26 0.0003
2021-11-15 2021-09-30 13F BWX TECHNOLOGIES COM 05605H100 7,861 50 0.64 423 -6.83 0.0004
2021-08-13 2021-06-30 13F BWX TECHNOLOGIES COM 05605H100 7,811 1,286 19.71 454 5.58 0.0005
2021-05-14 2021-03-31 13F BWX TECHNOLOGIES COM 05605H100 6,525 115 1.79 430 11.40 0.0005
2021-02-12 2020-12-31 13F BWX TECHNOLOGIES COM 05605H100 6,410 2,337 57.38 386 68.56 0.0005
2020-11-09 2020-09-30 13F BWX TECHNOLOGIES COM 05605H100 4,073 516 14.51 229 13.93 0.0004
2020-08-13 2020-06-30 13F BWX TECHNOLOGIES COM 05605H100 3,557 3,557 201 0.0004
2020-05-14 2020-03-31 13F BWX TECHNOLOGIES COM 05605H100 0 -4,143 -100.00 0 -100.00
2020-02-14 2019-12-31 13F BWX TECHNOLOGIES COM 05605H100 4,143 524 14.48 257 24.15 0.0005
2019-11-13 2019-09-30 13F BWX TECHNOLOGIES COM 05605H100 3,619 3,619 207 0.0004
2019-02-07 2018-12-31 13F BWX TECHNOLOGIES COM 05605H100 0 -5,034 -100.00 0 -100.00
2018-11-14 2018-09-30 13F BWX TECHNOLOGIES COM 05605H100 5,034 -65 -1.27 315 -0.94 0.0008
2018-08-14 2018-06-30 13F BWX TECHNOLOGIES COM 05605H100 5,099 1,063 26.34 318 24.22 0.0008
2018-05-15 2018-03-31 13F BWX TECHNOLOGIES COM 05605H100 4,036 4,036 256 0.0007
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.