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Broadwind, Inc.

BWEN
Exchange
Nasdaq
Industry
Nonferrous Foundries (Castings)
SEC CIK
0001120370

No open-market purchases or sales by Broadwind, Inc. insiders were filed in the last 90 days; 57 institutions reported holding it in 13F filings for Q2 2026, worth $39.0M in total; no superinvestor holds it.

13F holders, Q2 2021

Institutional positions in Broadwind, Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
45
+1 vs. Q1 2021
Shares held
7.25M
+215.4K (+3.1%) vs. Q1 2021
Total value
$32.8M
−$13.6M (−29.3%) vs. Q1 2021
New holders
8
14 more added
Sold out
7
11 more reduced

Compare with Q1 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting BWEN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2021: 45 institutions
Q1 2021: 44 institutionsQ2 2021: 45 institutionsQ3 2021: 45 institutionsQ4 2021: 36 institutionsQ1 2022: 33 institutionsQ2 2022: 32 institutionsQ3 2022: 37 institutionsQ4 2022: 41 institutionsQ1 2023: 54 institutionsQ2 2023: 54 institutionsQ3 2023: 51 institutionsQ4 2023: 51 institutionsQ1 2024: 46 institutionsQ2 2024: 52 institutionsQ3 2024: 43 institutionsQ4 2024: 41 institutionsQ1 2025: 37 institutionsQ2 2025: 41 institutionsQ3 2025: 44 institutionsQ4 2025: 49 institutionsQ1 2026: 54 institutionsQ2 2026: 57 institutions
Value heldQ2 2021: $32.8M
Q1 2021: $46.4MQ2 2021: $32.8MQ3 2021: $14.7MQ4 2021: $8.44MQ1 2022: $9.04MQ2 2022: $6.83MQ3 2022: $15.3MQ4 2022: $8.24MQ1 2023: $29.2MQ2 2023: $26.2MQ3 2023: $22.0MQ4 2023: $16.2MQ1 2024: $13.9MQ2 2024: $20.5MQ3 2024: $14.0MQ4 2024: $10.2MQ1 2025: $8.32MQ2 2025: $11.2MQ3 2025: $12.9MQ4 2025: $19.6MQ1 2026: $14.6MQ2 2026: $39.0M
Institutions holding BWEN and their total value by quarter
QuarterHoldersValue
Q2 202657$39.0M
Q1 202654$14.6M
Q4 202549$19.6M
Q3 202544$12.9M
Q2 202541$11.2M
Q1 202537$8.32M
Q4 202441$10.2M
Q3 202443$14.0M
Q2 202452$20.5M
Q1 202446$13.9M
Q4 202351$16.2M
Q3 202351$22.0M
Q2 202354$26.2M
Q1 202354$29.2M
Q4 202241$8.24M
Q3 202237$15.3M
Q2 202232$6.83M
Q1 202233$9.04M
Q4 202136$8.44M
Q3 202145$14.7M
Q2 202145$32.8M
Q1 202144$46.4M

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding Broadwind, Inc.; share changes are against Q1 2021.

Institutions holding BWEN in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Invesco Ltd.2,097,564$9.50M0.00%00.0%Unchanged
Grace & White Inc1,361,539$6.17M1.12%+77,212+6.0%Added
Vanguard Group Inc728,069$3.30M0.00%+44,111+6.4%Added
Dimensional Fund Advisors LP463,779$2.10M0.00%+103,762+28.8%Added
BlackRock Inc.359,571$1.63M0.00%−16,474−4.4%Reduced
Invenomic Capital Management LP346,687$1.57M0.70%+346,687New
Adage Capital Partners GP, L.L.C.250,000$1.13M0.00%+250,000New
Hussman Strategic Advisors, Inc.217,000$983.0K0.20%+73,000+50.7%Added
Bridgeway Capital Management, LLC205,600$931.0K0.02%00.0%Unchanged
Victory Capital Management Inc157,100$712.0K0.00%−99,430−38.8%Reduced
Geode Capital Management, LLC126,646$573.0K0.00%+13,209+11.6%Added
US Bancorp121,220$549.0K0.00%+22,210+22.4%Added
Essex Investment Management Co LLC111,859$507.0K0.06%+822+0.7%Added
HRT Financial LP102,741$465.0K0.00%−1,657−1.6%Reduced
Squarepoint Ops LLC88,108$399.0K0.00%+88,108New
RBF Capital, LLC69,171$313.0K0.02%00.0%Unchanged
State Street Corp61,895$280.0K0.00%+61,895New
First Trust Advisors LP60,889$276.0K0.00%−918−1.5%Reduced
Renaissance Technologies LLC57,200$259.0K0.00%−277,558−82.9%Reduced
Ardsley Advisory Partners LP50,000$227.0K0.04%+50,000New
Quinn Opportunity Partners LLC32,613$148.0K0.01%+17,613+117.4%Added
Northern Trust Corp29,301$133.0K0.00%00.0%Unchanged
Virtu Financial LLC24,546$111.0K0.01%+24,546New
J.W. Cole Advisors, Inc.22,100$100.0K0.01%00.0%Unchanged
Marshall Wace, LLP21,687$98.0K0.00%−153,864−87.6%Reduced
Susquehanna International Group, LLP20,389$92.0K0.00%+9,522+87.6%Added
Citizens Financial Group Inc13,363$61.0K0.00%+13,363New
Advisor Group Holdings, Inc.12,862$59.0K0.00%−11,300−46.8%Reduced
O'Shaughnessy Asset Management, LLC11,167$51.0K0.00%−1,433−11.4%Reduced
UBS Group AG7,062$32.0K0.00%+6,295+820.7%Added
Morgan Stanley6,530$30.0K0.00%+130+2.0%Added
Wells Fargo & Company4,974$22.0K0.00%−4,357−46.7%Reduced
Tower Research Capital LLC (TRC)2,812$13.0K0.00%−524−15.7%Reduced
Johnson Financial Group, Inc.1,400$6.00K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC1,000$5.00K0.00%00.0%Unchanged
Simplex Trading, LLC1,088$4.00K0.00%+708+186.3%Added
Harbour Investments, Inc.390$2.00K0.00%00.0%Unchanged
Clearview Wealth Advisors LLC500$2.00K0.00%00.0%Unchanged
Citigroup Inc270$1.00K0.00%00.0%Unchanged
CWM, LLC300$1.00K0.00%00.0%Unchanged
Geneos Wealth Management Inc.380$1.00K0.00%00.0%Unchanged
Kelly Financial Services LLC113$250.00%+88+352.0%Added
Bank of America Corp108$00.00%+8+8.0%Added
Royal Bank of Canada10$00.00%−85−89.5%Reduced
Advisory Services Network, LLC100$00.00%+100New
Millennium Management LLC0$00.00%−227,537−100.0%Sold out
California Public Employees Retirement System0$00.00%−107,672−100.0%Sold out
Bank of New York Mellon Corp0$00.00%−48,238−100.0%Sold out
Tatro Capital, LLC0$00.00%−24,090−100.0%Sold out
Citadel Advisors LLC0$00.00%−10,547−100.0%Sold out
Captrust Financial Advisors0$00.00%−2,000−100.0%Sold out
Barclays PLC0$00.00%−309−100.0%Sold out