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 |
|---|---|---|---|---|---|
| Coppell Advisory Solutions LLC | 17 | $47 | 0.00% | −33−66.0% | Reduced |
| Kelly Financial Services LLC | 25 | $69 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 100 | $277 | 0.00% | +100 | New |
| GWM Advisors LLC | 103 | $285 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 112 | $310 | 0.00% | −2,286−95.3% | Reduced |
| JPMorgan Chase & Co | 121 | $335 | 0.00% | +121 | New |
| Fairway Wealth LLC | 170 | $471 | 0.00% | +170 | New |
| Proequities, Inc. | 361 | $999 | 0.00% | +361 | New |
| Rhumbline Advisers | 700 | $1.94K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,424 | $3.94K | 0.00% | +1,424 | New |
| Stephenson National Bank & Trust | 2,000 | $5.54K | 0.00% | +2,000 | New |
| Wells Fargo & Company | 2,013 | $5.58K | 0.00% | +10+0.5% | Added |
| Tower Research Capital LLC (TRC) | 2,551 | $7.07K | 0.00% | +1,073+72.6% | Added |
| UBS Group AG | 2,701 | $7.48K | 0.00% | +2,701 | New |
| Advisor Group Holdings, Inc. | 7,136 | $19.8K | 0.00% | −1,500−17.4% | Reduced |
| Squarepoint Ops LLC | 10,593 | $29.3K | 0.00% | −2,593−19.7% | Reduced |
| Laidlaw Wealth Management LLC | 10,600 | $29.4K | 0.01% | −200−1.9% | Reduced |
| Legato Capital Management LLC | 11,192 | $31.0K | 0.00% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 12,033 | $33.2K | 0.00% | −35,883−74.9% | Reduced |
| Morgan Stanley | 12,956 | $35.9K | 0.00% | −500−3.7% | Reduced |
| Virtu Financial LLC | 13,092 | $36.0K | 0.00% | +13,092 | New |
| Alerus Financial NA | 13,239 | $36.7K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 13,599 | $37.7K | 0.01% | +13,599 | New |
| LPL Financial LLC | 13,950 | $38.6K | 0.00% | +13,950 | New |
| TSA Wealth Managment LLC | 14,923 | $41.3K | 0.02% | +14,923 | New |
| American Century Companies Inc | 17,230 | $47.7K | 0.00% | −8,111−32.0% | Reduced |
| Baystate Wealth Management LLC | 19,687 | $54.5K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 22,313 | $61.8K | 0.00% | +14,395+181.8% | Added |
| Royal Bank of Canada | 32,715 | $91.0K | 0.00% | +32,715 | New |
| Susquehanna International Group, LLP | 34,135 | $94.6K | 0.00% | −19,885−36.8% | Reduced |
| Northern Trust Corp | 36,648 | $101.5K | 0.00% | +4,918+15.5% | Added |
| RBF Capital, LLC | 44,947 | $124.5K | 0.01% | 00.0% | Unchanged |
| 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 |
| Schonfeld Strategic Advisors LLC | 48,700 | $134.9K | 0.00% | −100−0.2% | Reduced |
| State Street Corp | 64,665 | $179.1K | 0.00% | 00.0% | Unchanged |
| Boston Partners | 84,994 | $235.4K | 0.00% | −47,539−35.9% | Reduced |
| Gsa Capital Partners LLP | 87,087 | $241.0K | 0.02% | +33,600+62.8% | Added |
| Marshall Wace, LLP | 96,168 | $266.4K | 0.00% | −6,855−6.7% | Reduced |
| Renaissance Technologies LLC | 101,700 | $282.0K | 0.00% | −5,928−5.5% | Reduced |
| Millennium Management LLC | 122,179 | $338.4K | 0.00% | −1,829−1.5% | Reduced |
| US Bancorp | 143,130 | $396.5K | 0.00% | +26,000+22.2% | Added |
| Essex Investment Management Co LLC | 146,686 | $406.3K | 0.08% | −58,524−28.5% | Reduced |
| Perritt Capital Management Inc | 150,000 | $415.5K | 0.23% | +40,000+36.4% | Added |
| Geode Capital Management, LLC | 196,605 | $544.7K | 0.00% | +154+0.1% | Added |
| Dimensional Fund Advisors LP | 272,638 | $755.2K | 0.00% | +30,877+12.8% | Added |
| Russell Investments Group, Ltd. | 336,246 | $931.4K | 0.00% | −26,884−7.4% | Reduced |
| BlackRock Inc. | 360,372 | $998.2K | 0.00% | −1,334−0.4% | Reduced |
| Quinn Opportunity Partners LLC | 588,212 | $1.63M | 0.19% | +5,000+0.9% | Added |
| Vanguard Group Inc | 982,784 | $2.72M | 0.00% | 00.0% | Unchanged |
| Grace & White Inc | 1,606,590 | $4.45M | 0.78% | +324,226+25.3% | Added |
| 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 |