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Institutional Holders of BWX

There is a long list of 134 institutional holders of BWX within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of BWX by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-BWX table below, the initial column indicates the name of each top institutional holder of BWX, with a link to that fund's top holdings. The next columns indicate the amount of BWX stock held by each of the institutional holders of BWX, followed by the BWX position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
The Manufacturers Life Insurance Company 6,105,610$141,528 12/31/2023
     BWX6,105,610$141,528 12/31/2023
Charles Schwab Investment Management Inc.4,636,324$107,470 12/31/2023
     BWX4,636,324$107,470 12/31/2023
Perella Weinberg Partners Capital Management LP4,464,961$103,498 12/31/2023
     BWX4,464,961$103,498 12/31/2023
State Street Corp1,916,010$44,413 12/31/2023
     BWX1,916,010$44,413 12/31/2023
Morgan Stanley1,602,479$37,145 12/31/2023
     BWX1,602,479$37,145 12/31/2023
Checchi Capital Advisers LLC1,283,032$29,741 12/31/2023
     BWX1,283,032$29,741 12/31/2023
Envestnet Asset Management Inc.1,040,228$24,112 12/31/2023
     BWX1,040,228$24,112 12/31/2023
Creative Planning804,252$18,643 12/31/2023
     BWX804,252$18,643 12/31/2023
Adviser Investments LLC508,087$11,777 12/31/2023
     BWX508,087$11,777 12/31/2023
Leuthold Group LLC454,432$10,534 12/31/2023
     BWX454,432$10,534 12/31/2023
LPL Financial LLC450,956$10,453 12/31/2023
     BWX450,956$10,453 12/31/2023
Blueprint Investment Partners LLC325,060$7,535 12/31/2023
     BWX325,060$7,535 12/31/2023
Bank of America Corp DE313,431$7,265 12/31/2023
     BWX313,431$7,265 12/31/2023
Financial Engines Advisors L.L.C.276,471$6,409 12/31/2023
     BWX276,471$6,409 12/31/2023
Peak Financial Management Inc.265,951$6,165 12/31/2023
     BWX265,951$6,165 12/31/2023
Wells Fargo & Company MN256,953$5,956 12/31/2023
     BWX256,953$5,956 12/31/2023
Cetera Advisor Networks LLC236,990$5,493 12/31/2023
     BWX236,990$5,493 12/31/2023
Tectonic Advisors LLC218,825$5,072 12/31/2023
     BWX218,825$5,072 12/31/2023
UBS Group AG189,607$4,395 12/31/2023
     BWX189,607$4,395 12/31/2023
Mackenzie Financial Corp173,005$4,010 12/31/2023
     BWX173,005$4,010 12/31/2023
Envestnet Portfolio Solutions Inc.160,762$3,726 12/31/2023
     BWX160,762$3,726 12/31/2023
Sykon Capital LLC159,027$3,686 12/31/2023
     BWX159,027$3,686 12/31/2023
Advisor Group Holdings Inc.144,970$3,360 12/31/2023
     BWX144,970$3,360 12/31/2023
Money Design Co. Ltd.139,460$3,233 12/31/2023
     BWX139,460$3,233 12/31/2023
Ameriprise Financial Inc.132,768$3,077 12/31/2023
     BWX132,768$3,077 12/31/2023
Baron Financial Group LLC120,910$2,803 12/31/2023
     BWX120,910$2,803 12/31/2023
Spartan Planning & Wealth Management112,565$2,609 12/31/2023
     BWX112,565$2,609 12/31/2023
Assetmark Inc.100,704$2,334 12/31/2023
     BWX100,704$2,334 12/31/2023
Natixis Advisors L.P.99,085$2,296 12/31/2023
     BWX99,085$2,296 12/31/2023
Cetera Investment Advisers98,250$2,277 12/31/2023
     BWX98,250$2,277 12/31/2023
MML Investors Services LLC96,307$2,232 12/31/2023
     BWX96,307$2,232 12/31/2023
First Horizon Advisors Inc.92,034$2,133 12/31/2023
     BWX92,034$2,133 12/31/2023
Upper Left Wealth Management LLC86,547$2,006 12/31/2023
     BWX86,547$2,006 12/31/2023
Renaissance Technologies LLC79,600$1,845 12/31/2023
     BWX79,600$1,845 12/31/2023
OLD Mission Capital LLC73,743$1,709 12/31/2023
     BWX73,743$1,709 12/31/2023
Auour Investments LLC71,836$1,603 12/31/2023
     BWX71,836$1,603 12/31/2023
Quent Capital LLC68,908$1,597 12/31/2023
     BWX68,908$1,597 12/31/2023
Stifel Financial Corp65,875$1,527 12/31/2023
     BWX65,875$1,527 12/31/2023
Atria Wealth Solutions Inc.64,715$1,500 12/31/2023
     BWX64,715$1,500 12/31/2023
Royal Bank of Canada59,703$1,383 12/31/2023
     BWX59,703$1,383 12/31/2023
Comerica Bank58,423$1,354 12/31/2023
     BWX58,423$1,354 12/31/2023
CoreCap Advisors LLC58,132$1,348 12/31/2023
     BWX58,132$1,348 12/31/2023
Euro Pacific Asset Management LLC51,261$1,211 12/31/2023
     BWX51,261$1,211 12/31/2023
Walkner Condon Financial Advisors LLC49,471$1,147 12/31/2023
     BWX49,471$1,147 12/31/2023
The PNC Financial Services Group Inc.49,090$1,138 12/31/2023
     BWX49,090$1,138 12/31/2023
Hancock Whitney Corp48,188$1,117 12/31/2023
     BWX48,188$1,117 12/31/2023
CI Private Wealth LLC39,394$913 12/31/2023
     BWX39,394$913 12/31/2023
Pure Financial Advisors Inc.40,954$911 03/31/2024
     BWX40,954$911 03/31/2024
Fairview Capital Investment Management LLC34,116$791 12/31/2023
     BWX34,116$791 12/31/2023
Towneley Capital Management Inc DE32,592$755 12/31/2023
     BWX32,592$755 12/31/2023

See All: Funds Holding BWX
See Details: Top 10 Hedge Funds Holding BWX
Also See: BWX Holdings Changes

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