Artisan Partners Limited Partnership

Position in BWXT — BWX Technologies, Inc.

CIK 1466153 Milwaukee, WI

Position in BWXT

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$206,230,896

-$10,366,752 QoQ

Shares Held

1,059,496

+0.0% QoQ

Ownership

1.16%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#19

of 841 holders

Holding Since

Mar 2020

9 quarters on record

Voting authority Sole 89% Shared 0% None 11%

Industrials · as of Jun 30, 2026

Artisan Partners Limited Partnership holds $2,789,604,974 across 23 Aerospace & Defense names. BWXT ranks #5 (7.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WWD	Woodward, Inc.	1,368,457	$582,196,346
2	RTX	RTX Corp	2,089,380	$396,418,067
3	GE	General Electric Co	886,087	$331,157,294
4	LHX	L3harris Technologies, Inc. /De/	1,043,646	$303,273,091
5	BWXT	BWX Technologies, Inc. This page	1,059,496	$206,230,896
6	FTAI	FTAI Aviation Ltd.	510,787	$138,183,207
7	KTOS	Kratos Defense & Security Solutions, Inc.	2,360,012	$117,670,198
8	VSEC	Vse Corp	453,393	$103,600,300

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$206,230,896	1,059,496	+0.0%	Shares	Sole	2026-08-13
2026-03-31	$216,597,648	1,059,209	-3.3%	Shares	Sole	2026-05-13
2025-12-31	$189,244,935	1,094,914	-8.2%	Shares	Sole	2026-02-17
2025-09-30	$219,796,326	1,192,148	-6.6%	Shares	Sole	2025-11-12
2025-06-30	$183,859,024	1,276,267	+49.5%	Shares	Sole	2025-08-12
2020-12-31	$51,469,595	853,842	+2.5%	Shares	Sole	2021-02-10
2020-09-30	$46,896,769	832,832	-5.7%	Shares	Sole	2020-11-12
2020-06-30	$50,039,174	883,460	+13.9%	Shares	Sole	2020-08-12
2020-03-31	$37,794,283	775,904	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.