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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, Q4 2022

Institutional positions in Broadwind, Inc. as of Dec 31, 2022. 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
41
+4 vs. Q3 2022
Shares held
4.57M
−489.0K (−9.7%) vs. Q3 2022
Total value
$8.24M
−$7.04M (−46.1%) vs. Q3 2022
New holders
9
12 more added
Sold out
5
5 more reduced

Compare with Q3 2022: 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 holdersQ4 2022: 41 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 heldQ4 2022: $8.24M
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, Q4 2022

Shares, value and share of portfolio for each institution holding Broadwind, Inc.; share changes are against Q3 2022.

Institutions holding BWEN in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Grace & White Inc1,607,542$2.88M0.57%00.0%Unchanged
Vanguard Group Inc645,427$1.16M0.00%+348+0.1%Added
Essex Investment Management Co LLC368,913$660.0K0.10%00.0%Unchanged
BlackRock Inc.358,479$641.7K0.00%+980.0%Added
Dimensional Fund Advisors LP274,084$490.0K0.00%+15,811+6.1%Added
Renaissance Technologies LLC221,252$396.0K0.00%+106,952+93.6%Added
Millennium Management LLC165,340$296.0K0.00%−11,485−6.5%Reduced
Geode Capital Management, LLC161,511$289.0K0.00%+5,012+3.2%Added
US Bancorp127,130$227.6K0.00%00.0%Unchanged
Quinn Opportunity Partners LLC116,483$208.5K0.03%00.0%Unchanged
Citadel Advisors LLC77,088$138.0K0.00%+30,536+65.6%Added
State Street Corp63,765$114.1K0.00%00.0%Unchanged
Tri-Star Advisors Inc.14,923$80.3K0.04%00.0%Unchanged
RBF Capital, LLC44,947$80.0K0.01%−23,954−34.8%Reduced
Arosa Capital Management LP44,056$78.9K0.02%+7,900+21.8%Added
Raymond James Financial Services Advisors, Inc.34,848$62.4K0.00%−10,360−22.9%Reduced
Cavalry Management Group, LLC34,520$61.8K0.02%+11,800+51.9%Added
Legato Capital Management LLC31,211$55.9K0.01%+31,211New
Northern Trust Corp29,301$52.4K0.00%00.0%Unchanged
Susquehanna International Group, LLP24,631$44.1K0.00%−46,038−65.1%Reduced
Baystate Wealth Management LLC19,687$35.0K0.00%00.0%Unchanged
Charles Schwab Investment Management Inc16,291$29.2K0.00%00.0%Unchanged
Alerus Financial NA13,239$23.7K0.00%00.0%Unchanged
Algert Global LLC12,725$22.8K0.00%00.0%Unchanged
Prudential Financial Inc11,920$21.3K0.00%+11,920New
SG Americas Securities, LLC11,075$20.0K0.00%+11,075New
Laidlaw Wealth Management LLC11,155$20.0K0.00%+11,155New
Bridgeway Capital Management, LLC10,792$19.3K0.00%00.0%Unchanged
Morgan Stanley8,236$14.7K0.00%+40.0%Added
Advisor Group Holdings, Inc.5,636$11.0K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)4,194$8.00K0.00%+1,286+44.2%Added
Wells Fargo & Company1,993$3.57K0.00%+4+0.2%Added
Highline Wealth Partners LLC400$7160.00%00.0%Unchanged
Bank of America Corp122$2180.00%+22+22.0%Added
Advisory Services Network, LLC100$1790.00%+100New
Coppell Advisory Solutions LLC50$900.00%+50New
Coppell Advisory Solutions Corp.50$900.00%+50New
TD Waterhouse Canada Inc.50$880.00%+50New
Kelly Financial Services LLC25$450.00%00.0%Unchanged
Royal Bank of Canada38$00.00%−90−70.3%Reduced
GWM Advisors LLC108$00.00%+108New
EAM Investors, LLC0$00.00%−560,950−100.0%Sold out
Quadrature Capital Ltd0$00.00%−40,423−100.0%Sold out
Jane Street Group, LLC0$00.00%−27,573−100.0%Sold out
Virtu Financial LLC0$00.00%−12,663−100.0%Sold out
Investors Asset Management of Georgia Inc0$00.00%−1,000−100.0%Sold out