Skip to main content
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 2023

Institutional positions in Broadwind, Inc. as of Sep 30, 2023. 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
51
−3 vs. Q2 2023
Shares held
6.86M
+10.5K (+0.2%) vs. Q2 2023
Total value
$22.0M
−$4.20M (−16.1%) vs. Q2 2023
New holders
5
16 more added
Sold out
8
17 more reduced

Compare with Q2 2023: 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 2023: 51 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 2023: $22.0M
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 2023

Shares, value and share of portfolio for each institution holding Broadwind, Inc.; share changes are against Q2 2023.

Institutions holding BWEN in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Kelly Financial Services LLC25$800.00%00.0%Unchanged
Coppell Advisory Solutions LLC50$900.00%+19+61.3%Added
Sutton Wealth Advisors Inc.100$3200.00%+100New
GWM Advisors LLC103$3300.00%+3+3.0%Added
Cutler Group LP800$2.00K0.00%−283−26.1%Reduced
Rhumbline Advisers700$2.24K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)1,478$4.73K0.00%+1,272+617.5%Added
Wells Fargo & Company2,003$6.41K0.00%+10.0%Added
Bank of America Corp2,398$7.67K0.00%−546−18.5%Reduced
Citadel Advisors LLC7,918$25.3K0.00%−1,708−17.7%Reduced
Advisor Group Holdings, Inc.8,636$27.6K0.00%+1,500+21.0%Added
Laidlaw Wealth Management LLC10,800$34.6K0.01%00.0%Unchanged
Legato Capital Management LLC11,192$35.8K0.01%−6,246−35.8%Reduced
Jane Street Group, LLC12,404$39.7K0.00%+12,404New
Tucker Asset Management LLC12,684$40.6K0.01%−12,476−49.6%Reduced
Algert Global LLC12,735$40.8K0.00%00.0%Unchanged
Squarepoint Ops LLC13,186$42.2K0.00%+13,186New
Alerus Financial NA13,239$42.4K0.00%00.0%Unchanged
Morgan Stanley13,456$43.1K0.00%+5,276+64.5%Added
Goldman Sachs Group Inc14,658$46.9K0.00%−792−5.1%Reduced
Jump Financial, LLC17,900$57.3K0.00%−5,000−21.8%Reduced
Baystate Wealth Management LLC19,687$63.0K0.01%00.0%Unchanged
Occudo Quantitative Strategies LP20,614$66.0K0.01%−2,946−12.5%Reduced
American Century Companies Inc25,341$81.1K0.00%−1,298−4.9%Reduced
Cubist Systematic Strategies, LLC27,074$86.6K0.00%+5,489+25.4%Added
Hillsdale Investment Management Inc.27,112$86.8K0.01%+27,112New
Northern Trust Corp31,730$101.5K0.00%−287−0.9%Reduced
Two Sigma Advisers, LP39,400$126.1K0.00%−34,200−46.5%Reduced
RBF Capital, LLC44,947$143.8K0.01%00.0%Unchanged
Quadrature Capital Ltd47,916$153.3K0.00%+19,550+68.9%Added
Schonfeld Strategic Advisors LLC48,800$156.2K0.00%−5,300−9.8%Reduced
Two Sigma Investments, LP49,972$159.9K0.00%−52,523−51.2%Reduced
Gsa Capital Partners LLP53,487$171.0K0.01%+53,487New
Susquehanna International Group, LLP54,020$172.9K0.00%+34,422+175.6%Added
State Street Corp64,665$206.9K0.00%00.0%Unchanged
Marshall Wace, LLP103,023$329.7K0.00%+65,369+173.6%Added
Renaissance Technologies LLC107,628$344.0K0.00%−19,072−15.1%Reduced
Perritt Capital Management Inc110,000$352.0K0.20%+70,000+175.0%Added
US Bancorp117,130$374.8K0.00%00.0%Unchanged
Millennium Management LLC124,008$396.8K0.00%+11,668+10.4%Added
Boston Partners132,533$424.1K0.00%+19,816+17.6%Added
Geode Capital Management, LLC196,451$628.8K0.00%+1,112+0.6%Added
Essex Investment Management Co LLC205,210$656.7K0.11%−6,246−3.0%Reduced
Dimensional Fund Advisors LP241,761$773.6K0.00%−6,717−2.7%Reduced
Worth Venture Partners, LLC247,700$792.6K0.47%00.0%Unchanged
BlackRock Inc.361,706$1.16M0.00%−3,512−1.0%Reduced
Russell Investments Group, Ltd.363,130$1.16M0.00%+106,703+41.6%Added
Quinn Opportunity Partners LLC583,212$1.87M0.25%+64,992+12.5%Added
Vanguard Group Inc982,784$3.14M0.00%00.0%Unchanged
AIGH Capital Management LLC991,700$3.17M1.50%00.0%Unchanged
Grace & White Inc1,282,364$4.10M0.76%00.0%Unchanged
Ardsley Advisory Partners LP0$00.00%−175,000−100.0%Sold out
Must Asset Management Inc.0$00.00%−82,800−100.0%Sold out
Manatuck Hill Partners, LLC0$00.00%−50,000−100.0%Sold out
JPMorgan Chase & Co0$00.00%−21,387−100.0%Sold out
Belvedere Trading LLC0$00.00%−11,528−100.0%Sold out
Simplex Trading, LLC0$00.00%−3,011−100.0%Sold out
AdvisorNet Financial, Inc0$00.00%−16−100.0%Sold out
Royal Bank of Canada0$00.00%−80−100.0%Sold out