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.
| 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, Q4 2022
Shares, value and share of portfolio for each institution holding Broadwind, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 38 | $0 | 0.00% | −90−70.3% | Reduced |
| GWM Advisors LLC | 108 | $0 | 0.00% | +108 | New |
| Kelly Financial Services LLC | 25 | $45 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 50 | $88 | 0.00% | +50 | New |
| Coppell Advisory Solutions LLC | 50 | $90 | 0.00% | +50 | New |
| Coppell Advisory Solutions Corp. | 50 | $90 | 0.00% | +50 | New |
| Advisory Services Network, LLC | 100 | $179 | 0.00% | +100 | New |
| Bank of America Corp | 122 | $218 | 0.00% | +22+22.0% | Added |
| Highline Wealth Partners LLC | 400 | $716 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 1,993 | $3.57K | 0.00% | +4+0.2% | Added |
| Tower Research Capital LLC (TRC) | 4,194 | $8.00K | 0.00% | +1,286+44.2% | Added |
| Advisor Group Holdings, Inc. | 5,636 | $11.0K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 8,236 | $14.7K | 0.00% | +40.0% | Added |
| Bridgeway Capital Management, LLC | 10,792 | $19.3K | 0.00% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 11,155 | $20.0K | 0.00% | +11,155 | New |
| SG Americas Securities, LLC | 11,075 | $20.0K | 0.00% | +11,075 | New |
| Prudential Financial Inc | 11,920 | $21.3K | 0.00% | +11,920 | New |
| Algert Global LLC | 12,725 | $22.8K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 13,239 | $23.7K | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 16,291 | $29.2K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 19,687 | $35.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 24,631 | $44.1K | 0.00% | −46,038−65.1% | Reduced |
| Northern Trust Corp | 29,301 | $52.4K | 0.00% | 00.0% | Unchanged |
| Legato Capital Management LLC | 31,211 | $55.9K | 0.01% | +31,211 | New |
| Cavalry Management Group, LLC | 34,520 | $61.8K | 0.02% | +11,800+51.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 34,848 | $62.4K | 0.00% | −10,360−22.9% | Reduced |
| Arosa Capital Management LP | 44,056 | $78.9K | 0.02% | +7,900+21.8% | Added |
| RBF Capital, LLC | 44,947 | $80.0K | 0.01% | −23,954−34.8% | Reduced |
| Tri-Star Advisors Inc. | 14,923 | $80.3K | 0.04% | 00.0% | Unchanged |
| State Street Corp | 63,765 | $114.1K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 77,088 | $138.0K | 0.00% | +30,536+65.6% | Added |
| Quinn Opportunity Partners LLC | 116,483 | $208.5K | 0.03% | 00.0% | Unchanged |
| US Bancorp | 127,130 | $227.6K | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 161,511 | $289.0K | 0.00% | +5,012+3.2% | Added |
| Millennium Management LLC | 165,340 | $296.0K | 0.00% | −11,485−6.5% | Reduced |
| Renaissance Technologies LLC | 221,252 | $396.0K | 0.00% | +106,952+93.6% | Added |
| Dimensional Fund Advisors LP | 274,084 | $490.0K | 0.00% | +15,811+6.1% | Added |
| BlackRock Inc. | 358,479 | $641.7K | 0.00% | +980.0% | Added |
| Essex Investment Management Co LLC | 368,913 | $660.0K | 0.10% | 00.0% | Unchanged |
| Vanguard Group Inc | 645,427 | $1.16M | 0.00% | +348+0.1% | Added |
| Grace & White Inc | 1,607,542 | $2.88M | 0.57% | 00.0% | Unchanged |
| EAM Investors, LLC | 0 | $0 | 0.00% | −560,950−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −40,423−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −27,573−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −12,663−100.0% | Sold out |
| Investors Asset Management of Georgia Inc | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |