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Livermore
Livermore
ZHEN

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, Q3 2021

Institutional positions in Broadwind, Inc. as of Sep 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. Q2 2021
Shares held
5.68M
−1.57M (−21.6%) vs. Q2 2021
Total value
$14.7M
−$18.1M (−55.2%) vs. Q2 2021
New holders
13
10 more added
Sold out
12
12 more reduced

1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 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 heldQ3 2021: $14.7M
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, Q3 2021

Shares, value and share of portfolio for each institution holding Broadwind, Inc.; share changes are against Q2 2021.

Institutions holding BWEN in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Grace & White Inc1,494,119$3.87M0.74%+132,580+9.7%Added
Vanguard Group Inc716,735$1.86M0.00%−11,334−1.6%Reduced
BlackRock Inc.359,237$930.0K0.00%−334−0.1%Reduced
Dimensional Fund Advisors LP350,894$909.0K0.00%−112,885−24.3%Reduced
Adage Capital Partners GP, L.L.C.300,000$777.0K0.00%+50,000+20.0%Added
Millennium Management LLC216,387$560.0K0.00%+216,387New
Essex Investment Management Co LLC203,125$526.0K0.06%+91,266+81.6%Added
Ardsley Advisory Partners LP200,000$516.0K0.11%+150,000+300.0%Added
Hussman Strategic Advisors, Inc.170,500$442.0K0.10%−46,500−21.4%Reduced
Victory Capital Management Inc157,100$407.0K0.00%00.0%Unchanged
Susquehanna International Group, LLP140,014$363.0K0.00%+119,625+586.7%Added
Geode Capital Management, LLC126,646$328.0K0.00%00.0%Unchanged
US Bancorp121,220$314.0K0.00%00.0%Unchanged
Quinn Opportunity Partners LLC115,362$299.0K0.02%+82,749+253.7%Added
Bank of America Corp87,368$226.0K0.00%+87,260+80,796.3%Added
Tibra Equities Europe Ltd84,700$219.0K0.34%+84,700New
Ergoteles LLC82,327$213.0K0.01%+82,327New
Marshall Wace, LLP71,798$186.0K0.00%+50,111+231.1%Added
Goldman Sachs Group Inc71,198$184.0K0.00%+71,198New
RBF Capital, LLC69,101$179.0K0.01%−70−0.1%Reduced
Old Mission Capital LLC67,263$174.0K0.01%+67,263New
Jane Street Group, LLC63,822$165.0K0.00%+63,822New
State Street Corp61,895$160.0K0.00%00.0%Unchanged
Invenomic Capital Management LP49,174$127.0K0.05%−297,513−85.8%Reduced
ExodusPoint Capital Management, LP39,752$103.0K0.00%+39,752New
Citadel Advisors LLC31,526$81.0K0.00%+31,526New
Guild Investment Management, Inc.30,000$78.0K0.08%+30,000New
Squarepoint Ops LLC29,254$76.0K0.00%−58,854−66.8%Reduced
Northern Trust Corp29,301$76.0K0.00%00.0%Unchanged
Balyasny Asset Management LLC24,852$64.0K0.00%+24,852New
UBS Group AG22,134$57.0K0.00%+15,072+213.4%Added
Renaissance Technologies LLC20,400$53.0K0.00%−36,800−64.3%Reduced
Bridgeway Capital Management, LLC18,970$49.0K0.00%−186,630−90.8%Reduced
Jump Financial, LLC17,724$46.0K0.00%+17,724New
Advisor Group Holdings, Inc.10,862$28.0K0.00%−2,000−15.5%Reduced
Morgan Stanley10,748$28.0K0.00%+4,218+64.6%Added
Wolverine Trading, LLC11,064$27.0K0.00%+11,064New
Wells Fargo & Company2,974$7.00K0.00%−2,000−40.2%Reduced
Johnson Financial Group, Inc.1,400$4.00K0.00%00.0%Unchanged
Simplex Trading, LLC1,088$4.00K0.00%00.0%Unchanged
Group One Trading, L.P.1,311$3.00K0.00%+1,311New
Harbour Investments, Inc.390$1.00K0.00%00.0%Unchanged
Geneos Wealth Management Inc.380$1.00K0.00%00.0%Unchanged
Kelly Financial Services LLC25$650.00%−88−77.9%Reduced
Royal Bank of Canada10$00.00%00.0%Unchanged
Invesco Ltd.0$00.00%−2,097,564−100.0%Sold out
HRT Financial LP0$00.00%−102,741−100.0%Sold out
First Trust Advisors LP0$00.00%−60,889−100.0%Sold out
Virtu Financial LLC0$00.00%−24,546−100.0%Sold out
J.W. Cole Advisors, Inc.0$00.00%−22,100−100.0%Sold out
Citizens Financial Group Inc0$00.00%−13,363−100.0%Sold out
O'Shaughnessy Asset Management, LLC0$00.00%−11,167−100.0%Sold out
Tower Research Capital LLC (TRC)0$00.00%−2,812−100.0%Sold out
Steward Partners Investment Advisory, LLC0$00.00%−1,000−100.0%Sold out
Clearview Wealth Advisors LLC0$00.00%−500−100.0%Sold out
Citigroup Inc0$00.00%−270−100.0%Sold out
Advisory Services Network, LLC0$00.00%−100−100.0%Sold out
CWM, LLC––––Not filed