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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 57 | $39.0M |
| Q1 2026 | 54 | $14.6M |
| Q4 2025 | 49 | $19.6M |
| Q3 2025 | 44 | $12.9M |
| Q2 2025 | 41 | $11.2M |
| Q1 2025 | 37 | $8.32M |
| Q4 2024 | 41 | $10.2M |
| Q3 2024 | 43 | $14.0M |
| Q2 2024 | 52 | $20.5M |
| Q1 2024 | 46 | $13.9M |
| Q4 2023 | 51 | $16.2M |
| Q3 2023 | 51 | $22.0M |
| Q2 2023 | 54 | $26.2M |
| Q1 2023 | 54 | $29.2M |
| Q4 2022 | 41 | $8.24M |
| Q3 2022 | 37 | $15.3M |
| Q2 2022 | 32 | $6.83M |
| Q1 2022 | 33 | $9.04M |
| Q4 2021 | 36 | $8.44M |
| Q3 2021 | 45 | $14.7M |
| Q2 2021 | 45 | $32.8M |
| Q1 2021 | 44 | $46.4M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Broadwind, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of America Corp | 108 | $0 | 0.00% | +8+8.0% | Added |
| Royal Bank of Canada | 10 | $0 | 0.00% | −85−89.5% | Reduced |
| Advisory Services Network, LLC | 100 | $0 | 0.00% | +100 | New |
| Kelly Financial Services LLC | 113 | $25 | 0.00% | +88+352.0% | Added |
| Citigroup Inc | 270 | $1.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 300 | $1.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 380 | $1.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 390 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 500 | $2.00K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,088 | $4.00K | 0.00% | +708+186.3% | Added |
| Steward Partners Investment Advisory, LLC | 1,000 | $5.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,400 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,812 | $13.0K | 0.00% | −524−15.7% | Reduced |
| Wells Fargo & Company | 4,974 | $22.0K | 0.00% | −4,357−46.7% | Reduced |
| Morgan Stanley | 6,530 | $30.0K | 0.00% | +130+2.0% | Added |
| UBS Group AG | 7,062 | $32.0K | 0.00% | +6,295+820.7% | Added |
| O'Shaughnessy Asset Management, LLC | 11,167 | $51.0K | 0.00% | −1,433−11.4% | Reduced |
| Advisor Group Holdings, Inc. | 12,862 | $59.0K | 0.00% | −11,300−46.8% | Reduced |
| Citizens Financial Group Inc | 13,363 | $61.0K | 0.00% | +13,363 | New |
| Susquehanna International Group, LLP | 20,389 | $92.0K | 0.00% | +9,522+87.6% | Added |
| Marshall Wace, LLP | 21,687 | $98.0K | 0.00% | −153,864−87.6% | Reduced |
| J.W. Cole Advisors, Inc. | 22,100 | $100.0K | 0.01% | 00.0% | Unchanged |
| Virtu Financial LLC | 24,546 | $111.0K | 0.01% | +24,546 | New |
| Northern Trust Corp | 29,301 | $133.0K | 0.00% | 00.0% | Unchanged |
| Quinn Opportunity Partners LLC | 32,613 | $148.0K | 0.01% | +17,613+117.4% | Added |
| Ardsley Advisory Partners LP | 50,000 | $227.0K | 0.04% | +50,000 | New |
| Renaissance Technologies LLC | 57,200 | $259.0K | 0.00% | −277,558−82.9% | Reduced |
| First Trust Advisors LP | 60,889 | $276.0K | 0.00% | −918−1.5% | Reduced |
| State Street Corp | 61,895 | $280.0K | 0.00% | +61,895 | New |
| RBF Capital, LLC | 69,171 | $313.0K | 0.02% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 88,108 | $399.0K | 0.00% | +88,108 | New |
| HRT Financial LP | 102,741 | $465.0K | 0.00% | −1,657−1.6% | Reduced |
| Essex Investment Management Co LLC | 111,859 | $507.0K | 0.06% | +822+0.7% | Added |
| US Bancorp | 121,220 | $549.0K | 0.00% | +22,210+22.4% | Added |
| Geode Capital Management, LLC | 126,646 | $573.0K | 0.00% | +13,209+11.6% | Added |
| Victory Capital Management Inc | 157,100 | $712.0K | 0.00% | −99,430−38.8% | Reduced |
| Bridgeway Capital Management, LLC | 205,600 | $931.0K | 0.02% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 217,000 | $983.0K | 0.20% | +73,000+50.7% | Added |
| Adage Capital Partners GP, L.L.C. | 250,000 | $1.13M | 0.00% | +250,000 | New |
| Invenomic Capital Management LP | 346,687 | $1.57M | 0.70% | +346,687 | New |
| BlackRock Inc. | 359,571 | $1.63M | 0.00% | −16,474−4.4% | Reduced |
| Dimensional Fund Advisors LP | 463,779 | $2.10M | 0.00% | +103,762+28.8% | Added |
| Vanguard Group Inc | 728,069 | $3.30M | 0.00% | +44,111+6.4% | Added |
| Grace & White Inc | 1,361,539 | $6.17M | 1.12% | +77,212+6.0% | Added |
| Invesco Ltd. | 2,097,564 | $9.50M | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 0 | $0 | 0.00% | −227,537−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −107,672−100.0% | Sold out |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −48,238−100.0% | Sold out |
| Tatro Capital, LLC | 0 | $0 | 0.00% | −24,090−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −10,547−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −309−100.0% | Sold out |