HoldingsChannel.com
On this page, we present all of the funds holding BWX from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding BWX, with a link to that fund's top holdings. The next columns indicate the amount of BWX stock held by each of the funds holding BWX, followed by the BWX position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 133 funds holding BWX within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by The Manufacturers Life Insurance Company . For more details on the positions held by The Manufacturers Life Insurance Company (or by any of the other funds holding BWX), click the fund name in the "Holder" column of the funds-holding-BWX table below.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 The Manufacturers Life Insurance Company | 6,105,610 | $141,528 | 12/31/2023 |
| BWX | 6,105,610 | $141,528 | 12/31/2023 |
| Charles Schwab Investment Management Inc. | 4,636,324 | $107,470 | 12/31/2023 |
| BWX | 4,636,324 | $107,470 | 12/31/2023 |
| Perella Weinberg Partners Capital Management LP | 4,464,961 | $103,498 | 12/31/2023 |
| BWX | 4,464,961 | $103,498 | 12/31/2023 |
| State Street Corp | 1,916,010 | $44,413 | 12/31/2023 |
| BWX | 1,916,010 | $44,413 | 12/31/2023 |
| Morgan Stanley | 1,602,479 | $37,145 | 12/31/2023 |
| BWX | 1,602,479 | $37,145 | 12/31/2023 |
| Checchi Capital Advisers LLC | 1,283,032 | $29,741 | 12/31/2023 |
| BWX | 1,283,032 | $29,741 | 12/31/2023 |
| Envestnet Asset Management Inc. | 1,040,228 | $24,112 | 12/31/2023 |
| BWX | 1,040,228 | $24,112 | 12/31/2023 |
| Creative Planning | 804,252 | $18,643 | 12/31/2023 |
| BWX | 804,252 | $18,643 | 12/31/2023 |
| Adviser Investments LLC | 508,087 | $11,777 | 12/31/2023 |
| BWX | 508,087 | $11,777 | 12/31/2023 |
| Leuthold Group LLC | 454,432 | $10,534 | 12/31/2023 |
| BWX | 454,432 | $10,534 | 12/31/2023 |
| LPL Financial LLC | 450,956 | $10,453 | 12/31/2023 |
| BWX | 450,956 | $10,453 | 12/31/2023 |
| Blueprint Investment Partners LLC | 325,060 | $7,535 | 12/31/2023 |
| BWX | 325,060 | $7,535 | 12/31/2023 |
| Bank of America Corp DE | 313,431 | $7,265 | 12/31/2023 |
| BWX | 313,431 | $7,265 | 12/31/2023 |
| Financial Engines Advisors L.L.C. | 276,471 | $6,409 | 12/31/2023 |
| BWX | 276,471 | $6,409 | 12/31/2023 |
| Wells Fargo & Company MN | 256,953 | $5,956 | 12/31/2023 |
| BWX | 256,953 | $5,956 | 12/31/2023 |
| Peak Financial Management Inc. | 263,939 | $5,870 | 03/31/2024 |
| BWX | 263,939 | $5,870 | 03/31/2024 |
| Cetera Advisor Networks LLC | 236,990 | $5,493 | 12/31/2023 |
| BWX | 236,990 | $5,493 | 12/31/2023 |
| Tectonic Advisors LLC | 218,825 | $5,072 | 12/31/2023 |
| BWX | 218,825 | $5,072 | 12/31/2023 |
| UBS Group AG | 189,607 | $4,395 | 12/31/2023 |
| BWX | 189,607 | $4,395 | 12/31/2023 |
| Mackenzie Financial Corp | 173,005 | $4,010 | 12/31/2023 |
| BWX | 173,005 | $4,010 | 12/31/2023 |
| Upper Left Wealth Management LLC | 168,110 | $3,739 | 03/31/2024 |
| BWX | 168,110 | $3,739 | 03/31/2024 |
| Envestnet Portfolio Solutions Inc. | 160,762 | $3,726 | 12/31/2023 |
| BWX | 160,762 | $3,726 | 12/31/2023 |
| Sykon Capital LLC | 159,027 | $3,686 | 12/31/2023 |
| BWX | 159,027 | $3,686 | 12/31/2023 |
| Advisor Group Holdings Inc. | 144,970 | $3,360 | 12/31/2023 |
| BWX | 144,970 | $3,360 | 12/31/2023 |
| Money Design Co. Ltd. | 139,460 | $3,233 | 12/31/2023 |
| BWX | 139,460 | $3,233 | 12/31/2023 |
| Ameriprise Financial Inc. | 132,768 | $3,077 | 12/31/2023 |
| BWX | 132,768 | $3,077 | 12/31/2023 |
| Baron Financial Group LLC | 120,910 | $2,803 | 12/31/2023 |
| BWX | 120,910 | $2,803 | 12/31/2023 |
| Spartan Planning & Wealth Management | 112,565 | $2,609 | 12/31/2023 |
| BWX | 112,565 | $2,609 | 12/31/2023 |
| Assetmark Inc. | 100,704 | $2,334 | 12/31/2023 |
| BWX | 100,704 | $2,334 | 12/31/2023 |
| Natixis Advisors L.P. | 99,085 | $2,296 | 12/31/2023 |
| BWX | 99,085 | $2,296 | 12/31/2023 |
| Cetera Investment Advisers | 98,250 | $2,277 | 12/31/2023 |
| BWX | 98,250 | $2,277 | 12/31/2023 |
| MML Investors Services LLC | 96,307 | $2,232 | 12/31/2023 |
| BWX | 96,307 | $2,232 | 12/31/2023 |
| First Horizon Advisors Inc. | 92,034 | $2,133 | 12/31/2023 |
| BWX | 92,034 | $2,133 | 12/31/2023 |
| Renaissance Technologies LLC | 79,600 | $1,845 | 12/31/2023 |
| BWX | 79,600 | $1,845 | 12/31/2023 |
| OLD Mission Capital LLC | 73,743 | $1,709 | 12/31/2023 |
| BWX | 73,743 | $1,709 | 12/31/2023 |
| Auour Investments LLC | 71,836 | $1,603 | 12/31/2023 |
| BWX | 71,836 | $1,603 | 12/31/2023 |
| Quent Capital LLC | 68,908 | $1,597 | 12/31/2023 |
| BWX | 68,908 | $1,597 | 12/31/2023 |
| Stifel Financial Corp | 65,875 | $1,527 | 12/31/2023 |
| BWX | 65,875 | $1,527 | 12/31/2023 |
| Atria Wealth Solutions Inc. | 64,715 | $1,500 | 12/31/2023 |
| BWX | 64,715 | $1,500 | 12/31/2023 |
| Royal Bank of Canada | 59,703 | $1,383 | 12/31/2023 |
| BWX | 59,703 | $1,383 | 12/31/2023 |
| Comerica Bank | 58,423 | $1,354 | 12/31/2023 |
| BWX | 58,423 | $1,354 | 12/31/2023 |
| CoreCap Advisors LLC | 58,132 | $1,348 | 12/31/2023 |
| BWX | 58,132 | $1,348 | 12/31/2023 |
| Walkner Condon Financial Advisors LLC | 55,371 | $1,229 | 03/31/2024 |
| BWX | 55,371 | $1,229 | 03/31/2024 |
| Euro Pacific Asset Management LLC | 51,261 | $1,211 | 12/31/2023 |
| BWX | 51,261 | $1,211 | 12/31/2023 |
| The PNC Financial Services Group Inc. | 49,090 | $1,138 | 12/31/2023 |
| BWX | 49,090 | $1,138 | 12/31/2023 |
| Hancock Whitney Corp | 48,188 | $1,117 | 12/31/2023 |
| BWX | 48,188 | $1,117 | 12/31/2023 |
| CI Private Wealth LLC | 39,394 | $913 | 12/31/2023 |
| BWX | 39,394 | $913 | 12/31/2023 |
| Pure Financial Advisors Inc. | 40,954 | $911 | 03/31/2024 |
| BWX | 40,954 | $911 | 03/31/2024 |
| Fairview Capital Investment Management LLC | 34,116 | $791 | 12/31/2023 |
| BWX | 34,116 | $791 | 12/31/2023 |
| Towneley Capital Management Inc DE | 32,592 | $725 | 03/31/2024 |
| BWX | 32,592 | $725 | 03/31/2024 |
| Golden State Equity Partners | 31,174 | $723 | 12/31/2023 |
| BWX | 31,174 | $723 | 12/31/2023 |
| Snowden Capital Advisors LLC | 27,929 | $647 | 12/31/2023 |
| BWX | 27,929 | $647 | 12/31/2023 |
| Legacy Wealth Asset Management LLC | 28,545 | $635 | 03/31/2024 |
| BWX | 28,545 | $635 | 03/31/2024 |
| Jones Financial Companies Lllp | 25,862 | $599 | 12/31/2023 |
| BWX | 25,862 | $599 | 12/31/2023 |
| Raymond James & Associates | 26,021 | $579 | 03/31/2024 |
| BWX | 26,021 | $579 | 03/31/2024 |
| Fifth Third Securities Inc. | 24,849 | $553 | 03/31/2024 |
| BWX | 24,849 | $553 | 03/31/2024 |
| Kestra Advisory Services LLC | 23,531 | $545 | 12/31/2023 |
| BWX | 23,531 | $545 | 12/31/2023 |
| Cullen Frost Bankers Inc. | 22,991 | $533 | 12/31/2023 |
| BWX | 22,991 | $533 | 12/31/2023 |
| Sawtooth Solutions LLC | 22,611 | $524 | 12/31/2023 |
| BWX | 22,611 | $524 | 12/31/2023 |
| Vontobel Holding Ltd. | 22,208 | $515 | 12/31/2023 |
| BWX | 22,208 | $515 | 12/31/2023 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main | 21,594 | $501 | 12/31/2023 |
| BWX | 21,594 | $501 | 12/31/2023 |
| Commonwealth Equity Services LLC | 21,444 | $497 | 12/31/2023 |
| BWX | 21,444 | $497 | 12/31/2023 |
| Oppenheimer & Co. Inc. | 21,251 | $493 | 12/31/2023 |
| BWX | 21,251 | $493 | 12/31/2023 |
| One One Wealth Management LLC | 22,029 | $490 | 03/31/2024 |
| BWX | 22,029 | $490 | 03/31/2024 |
| Cardiff Park Advisors LLC | 18,435 | $427 | 12/31/2023 |
| BWX | 18,435 | $427 | 12/31/2023 |
| Eclectic Associates Inc. ADV | 17,853 | $397 | 03/31/2024 |
| BWX | 17,853 | $397 | 03/31/2024 |
| Prudential Financial Inc. | 17,117 | $397 | 12/31/2023 |
| BWX | 17,117 | $397 | 12/31/2023 |
| Sebold Capital Management Inc. | 17,474 | $389 | 03/31/2024 |
| BWX | 17,474 | $389 | 03/31/2024 |
| SILVER OAK SECURITIES Inc | 16,096 | $373 | 12/31/2023 |
| BWX | 16,096 | $373 | 12/31/2023 |
| Citigroup Inc. | 16,034 | $372 | 12/31/2023 |
| BWX | 16,034 | $372 | 12/31/2023 |
| Mariner LLC | 15,396 | $357 | 12/31/2023 |
| BWX | 15,396 | $357 | 12/31/2023 |
| Client 1ST Advisory Group LLC | 14,067 | $326 | 12/31/2023 |
| BWX | 14,067 | $326 | 12/31/2023 |
| JPMorgan Chase & Co. | 13,295 | $308 | 12/31/2023 |
| BWX | 13,295 | $308 | 12/31/2023 |
| SeaCrest Wealth Management LLC | 13,023 | $290 | 03/31/2024 |
| BWX | 13,023 | $290 | 03/31/2024 |
| Arete Wealth Advisors LLC | 12,346 | $286 | 12/31/2023 |
| BWX | 12,346 | $286 | 12/31/2023 |
| Bank of Montreal Can | 11,911 | $279 | 12/31/2023 |
| BWX | 11,911 | $279 | 12/31/2023 |
| Truist Financial Corp | 11,791 | $273 | 12/31/2023 |
| BWX | 11,791 | $273 | 12/31/2023 |
| 4Thought Financial Group Inc. | 11,899 | $265 | 03/31/2024 |
| BWX | 11,899 | $265 | 03/31/2024 |
| HM Payson & Co. | 11,381 | $264 | 12/31/2023 |
| BWX | 11,381 | $264 | 12/31/2023 |
| BTS Asset Management Inc. | 11,764 | $262 | 03/31/2024 |
| BWX | 11,764 | $262 | 03/31/2024 |
| Rehmann Capital Advisory Group | 10,402 | $241 | 12/31/2023 |
| BWX | 10,402 | $241 | 12/31/2023 |
| Mercer Global Advisors Inc. ADV | 10,040 | $233 | 12/31/2023 |
| BWX | 10,040 | $233 | 12/31/2023 |
| Altiora Financial Group LLC | 10,097 | $225 | 03/31/2024 |
| BWX | 10,097 | $225 | 03/31/2024 |
| Cetera Advisors LLC | 9,555 | $221 | 12/31/2023 |
| BWX | 9,555 | $221 | 12/31/2023 |
| Covestor Ltd | 9,490 | $220 | 12/31/2023 |
| BWX | 9,490 | $220 | 12/31/2023 |
| SageView Advisory Group LLC | 9,702 | $218 | 12/31/2023 |
| BWX | 9,702 | $218 | 12/31/2023 |
| Principal Securities Inc. | 9,318 | $216 | 12/31/2023 |
| BWX | 9,318 | $216 | 12/31/2023 |
| Tennessee Valley Asset Management Partners | 9,597 | $213 | 03/31/2024 |
| BWX | 9,597 | $213 | 03/31/2024 |
| Cerity Partners LLC | 9,157 | $212 | 12/31/2023 |
| BWX | 9,157 | $212 | 12/31/2023 |
| Simplicity Wealth LLC | 9,242 | $206 | 03/31/2024 |
| BWX | 9,242 | $206 | 03/31/2024 |
| Coppell Advisory Solutions LLC | 6,038 | $140 | 12/31/2023 |
| BWX | 6,038 | $140 | 12/31/2023 |
| GWM Advisors LLC | 3,462 | $80 | 12/31/2023 |
| BWX | 3,462 | $80 | 12/31/2023 |
| Northwestern Mutual Wealth Management Co. | 3,231 | $75 | 12/31/2023 |
| BWX | 3,231 | $75 | 12/31/2023 |
| Clearstead Advisors LLC | 3,205 | $74 | 12/31/2023 |
| BWX | 3,205 | $74 | 12/31/2023 |
| United Community Bank | 3,041 | $70 | 12/31/2023 |
| BWX | 3,041 | $70 | 12/31/2023 |
| Qube Research & Technologies Ltd | 2,220 | $51 | 12/31/2023 |
| BWX | 2,220 | $51 | 12/31/2023 |
| Tsfg LLC | 2,118 | $47 | 03/31/2024 |
| BWX | 2,118 | $47 | 03/31/2024 |
| Colonial Trust Co SC | 1,673 | $39 | 12/31/2023 |
| BWX | 1,673 | $39 | 12/31/2023 |
| Cape Investment Advisory Inc. | 1,526 | $35 | 12/31/2023 |
| BWX | 1,526 | $35 | 12/31/2023 |
| Richardson Financial Services Inc. | 1,477 | $34 | 12/31/2023 |
| BWX | 1,477 | $34 | 12/31/2023 |
| Steward Partners Investment Advisory LLC | 1,316 | $31 | 12/31/2023 |
| BWX | 1,316 | $31 | 12/31/2023 |
| Newbridge Financial Services Group Inc. | 830 | $18 | 03/31/2024 |
| BWX | 830 | $18 | 03/31/2024 |
| Blair William & Co. IL | 758 | $18 | 12/31/2023 |
| BWX | 758 | $18 | 12/31/2023 |
| Global Retirement Partners LLC | 725 | $16 | 03/31/2024 |
| BWX | 725 | $16 | 03/31/2024 |
| FMR LLC | 632 | $15 | 12/31/2023 |
| BWX | 632 | $15 | 12/31/2023 |
| Nelson Van Denburg & Campbell Wealth Management Group LLC | 644 | $15 | 12/31/2023 |
| BWX | 644 | $15 | 12/31/2023 |
| US Bancorp DE | 521 | $12 | 12/31/2023 |
| BWX | 521 | $12 | 12/31/2023 |
| Tower Research Capital LLC TRC | 421 | $10 | 12/31/2023 |
| BWX | 421 | $10 | 12/31/2023 |
| Wetzel Investment Advisors Inc. | 434 | $9 | 03/31/2024 |
| BWX | 434 | $9 | 03/31/2024 |
| CWM LLC | 297 | $7 | 03/31/2024 |
| BWX | 297 | $7 | 03/31/2024 |
| Pinnacle Bank | 300 | $7 | 03/31/2024 |
| BWX | 300 | $7 | 03/31/2024 |
| Coastal Investment Advisors Inc. | 307 | $7 | 03/31/2024 |
| BWX | 307 | $7 | 03/31/2024 |
| Householder Group Estate & Retirement Specialist LLC | 314 | $7 | 12/31/2023 |
| BWX | 314 | $7 | 12/31/2023 |
| WealthShield Partners LLC | 268 | $6 | 12/31/2023 |
| BWX | 268 | $6 | 12/31/2023 |
| Tucker Asset Management LLC | 252 | $6 | 12/31/2023 |
| BWX | 252 | $6 | 12/31/2023 |
| IFP Advisors Inc | 234 | $5 | 12/31/2023 |
| BWX | 234 | $5 | 12/31/2023 |
| Caitlin John LLC | 237 | $5 | 12/31/2023 |
| BWX | 237 | $5 | 12/31/2023 |
| Country Trust Bank | 173 | $4 | 03/31/2024 |
| BWX | 173 | $4 | 03/31/2024 |
| Life Planning Partners Inc | 189 | $4 | 12/31/2023 |
| BWX | 189 | $4 | 12/31/2023 |
| Concord Wealth Partners | 124 | $3 | 12/31/2023 |
| BWX | 124 | $3 | 12/31/2023 |
| Sunbelt Securities Inc. | 111 | $2 | 03/31/2024 |
| BWX | 111 | $2 | 03/31/2024 |
| Sachetta LLC | 68 | $2 | 12/31/2023 |
| BWX | 68 | $2 | 12/31/2023 |
| Pacifica Partners Inc. | 45 | $1 | 03/31/2024 |
| BWX | 45 | $1 | 03/31/2024 |
| Harbour Investments Inc. | 58 | $1 | 12/31/2023 |
| BWX | 58 | $1 | 12/31/2023 |
| Ancora Advisors LLC | 36 | $1 | 12/31/2023 |
| BWX | 36 | $1 | 12/31/2023 |
| Geneos Wealth Management Inc. | 59 | $1 | 12/31/2023 |
| BWX | 59 | $1 | 12/31/2023 |
| Impact Partnership Wealth LLC | 61 | $1 | 12/31/2023 |
| BWX | 61 | $1 | 12/31/2023 |
| Huntington National Bank | 2 | $0 | 12/31/2023 |
| BWX | 2 | $0 | 12/31/2023 |
| Proequities Inc. | 0 | $0 | 12/31/2023 |
| BWX | 0 | $0 | 12/31/2023 |
| Transamerica Financial Advisors Inc. | 1 | $0 | 12/31/2023 |
| BWX | 1 | $0 | 12/31/2023 |
| Advisory Services Network LLC | 4 | $0 | 12/31/2023 |
| BWX | 4 | $0 | 12/31/2023 |
| Larson Financial Group LLC | 15 | $0 | 12/31/2023 |
| BWX | 15 | $0 | 12/31/2023 |
| Bradley & Co. Private Wealth Management LLC | 0 | $0 | 12/31/2023 |
| BWX | 0 | $0 | 12/31/2023 |
| Abich Financial Wealth Management LLC | 3 | $0 | 12/31/2023 |
| BWX | 3 | $0 | 12/31/2023 |
See Summary: Institutional Holders of BWX
See Details: Top 10 Hedge Funds Holding BWX
Also See: BWX Holdings Changes
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