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 2023
Institutional positions in Broadwind, Inc. as of Dec 31, 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
- +1 vs. Q3 2023
- Shares held
- 5.83M
- −1.03M (−15.0%) vs. Q3 2023
- Total value
- $16.2M
- −$5.80M (−26.4%) vs. Q3 2023
- New holders
- 14
- 11 more added
- Sold out
- 13
- 17 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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.
| 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 2023
Shares, value and share of portfolio for each institution holding Broadwind, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Grace & White Inc | 1,606,590 | $4.45M | 0.78% | +324,226+25.3% | Added |
| Vanguard Group Inc | 982,784 | $2.72M | 0.00% | 00.0% | Unchanged |
| Quinn Opportunity Partners LLC | 588,212 | $1.63M | 0.19% | +5,000+0.9% | Added |
| BlackRock Inc. | 360,372 | $998.2K | 0.00% | −1,334−0.4% | Reduced |
| Russell Investments Group, Ltd. | 336,246 | $931.4K | 0.00% | −26,884−7.4% | Reduced |
| Dimensional Fund Advisors LP | 272,638 | $755.2K | 0.00% | +30,877+12.8% | Added |
| Geode Capital Management, LLC | 196,605 | $544.7K | 0.00% | +154+0.1% | Added |
| Perritt Capital Management Inc | 150,000 | $415.5K | 0.23% | +40,000+36.4% | Added |
| Essex Investment Management Co LLC | 146,686 | $406.3K | 0.08% | −58,524−28.5% | Reduced |
| US Bancorp | 143,130 | $396.5K | 0.00% | +26,000+22.2% | Added |
| Millennium Management LLC | 122,179 | $338.4K | 0.00% | −1,829−1.5% | Reduced |
| Renaissance Technologies LLC | 101,700 | $282.0K | 0.00% | −5,928−5.5% | Reduced |
| Marshall Wace, LLP | 96,168 | $266.4K | 0.00% | −6,855−6.7% | Reduced |
| Gsa Capital Partners LLP | 87,087 | $241.0K | 0.02% | +33,600+62.8% | Added |
| Boston Partners | 84,994 | $235.4K | 0.00% | −47,539−35.9% | Reduced |
| State Street Corp | 64,665 | $179.1K | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 48,700 | $134.9K | 0.00% | −100−0.2% | Reduced |
| Bridgeway Capital Management, LLC | 45,735 | $126.7K | 0.00% | +45,735 | New |
| Empowered Funds, LLC | 45,735 | $126.7K | 0.00% | +45,735 | New |
| RBF Capital, LLC | 44,947 | $124.5K | 0.01% | 00.0% | Unchanged |
| Northern Trust Corp | 36,648 | $101.5K | 0.00% | +4,918+15.5% | Added |
| Susquehanna International Group, LLP | 34,135 | $94.6K | 0.00% | −19,885−36.8% | Reduced |
| Royal Bank of Canada | 32,715 | $91.0K | 0.00% | +32,715 | New |
| Citadel Advisors LLC | 22,313 | $61.8K | 0.00% | +14,395+181.8% | Added |
| Baystate Wealth Management LLC | 19,687 | $54.5K | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 17,230 | $47.7K | 0.00% | −8,111−32.0% | Reduced |
| TSA Wealth Managment LLC | 14,923 | $41.3K | 0.02% | +14,923 | New |
| LPL Financial LLC | 13,950 | $38.6K | 0.00% | +13,950 | New |
| XTX Topco Ltd | 13,599 | $37.7K | 0.01% | +13,599 | New |
| Alerus Financial NA | 13,239 | $36.7K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 13,092 | $36.0K | 0.00% | +13,092 | New |
| Morgan Stanley | 12,956 | $35.9K | 0.00% | −500−3.7% | Reduced |
| Quadrature Capital Ltd | 12,033 | $33.2K | 0.00% | −35,883−74.9% | Reduced |
| Legato Capital Management LLC | 11,192 | $31.0K | 0.00% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 10,600 | $29.4K | 0.01% | −200−1.9% | Reduced |
| Squarepoint Ops LLC | 10,593 | $29.3K | 0.00% | −2,593−19.7% | Reduced |
| Advisor Group Holdings, Inc. | 7,136 | $19.8K | 0.00% | −1,500−17.4% | Reduced |
| UBS Group AG | 2,701 | $7.48K | 0.00% | +2,701 | New |
| Tower Research Capital LLC (TRC) | 2,551 | $7.07K | 0.00% | +1,073+72.6% | Added |
| Wells Fargo & Company | 2,013 | $5.58K | 0.00% | +10+0.5% | Added |
| Stephenson National Bank & Trust | 2,000 | $5.54K | 0.00% | +2,000 | New |
| Farther Finance Advisors, LLC | 1,424 | $3.94K | 0.00% | +1,424 | New |
| Rhumbline Advisers | 700 | $1.94K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 361 | $999 | 0.00% | +361 | New |
| Fairway Wealth LLC | 170 | $471 | 0.00% | +170 | New |
| JPMorgan Chase & Co | 121 | $335 | 0.00% | +121 | New |
| Bank of America Corp | 112 | $310 | 0.00% | −2,286−95.3% | Reduced |
| GWM Advisors LLC | 103 | $285 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 100 | $277 | 0.00% | +100 | New |
| Kelly Financial Services LLC | 25 | $69 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 17 | $47 | 0.00% | −33−66.0% | Reduced |
| AIGH Capital Management LLC | 0 | $0 | 0.00% | −991,700−100.0% | Sold out |
| Worth Venture Partners, LLC | 0 | $0 | 0.00% | −247,700−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −49,972−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −39,400−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −27,112−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −27,074−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −20,614−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −17,900−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −14,658−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −12,735−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −12,684−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −12,404−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Sutton Wealth Advisors Inc. | – | – | – | – | Not filed |