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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, Q1 2024

Institutional positions in Broadwind, Inc. as of Mar 31, 2024. 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
46
−3 vs. Q4 2023
Shares held
5.85M
+32.8K (+0.6%) vs. Q4 2023
Total value
$13.9M
−$2.19M (−13.6%) vs. Q4 2023
New holders
5
13 more added
Sold out
8
13 more reduced

2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2024: 46 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 heldQ1 2024: $13.9M
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, Q1 2024

Shares, value and share of portfolio for each institution holding Broadwind, Inc.; share changes are against Q4 2023.

Institutions holding BWEN in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Grace & White Inc1,606,590$3.82M0.69%00.0%Unchanged
Vanguard Group Inc982,784$2.34M0.00%00.0%Unchanged
Quinn Opportunity Partners LLC564,317$1.34M0.15%−23,895−4.1%Reduced
BlackRock Inc.362,814$863.5K0.00%+2,442+0.7%Added
Russell Investments Group, Ltd.360,365$857.7K0.00%+24,119+7.2%Added
Dimensional Fund Advisors LP294,410$700.7K0.00%+21,772+8.0%Added
Geode Capital Management, LLC208,098$495.4K0.00%+11,493+5.8%Added
Essex Investment Management Co LLC195,859$466.1K0.09%+49,173+33.5%Added
Gsa Capital Partners LLP174,998$416.0K0.03%+87,911+100.9%Added
Perritt Capital Management Inc150,000$357.0K0.19%00.0%Unchanged
US Bancorp143,130$340.6K0.00%00.0%Unchanged
Boston Partners84,994$202.3K0.00%00.0%Unchanged
State Street Corp64,665$153.9K0.00%00.0%Unchanged
Citadel Advisors LLC62,336$148.4K0.00%+40,023+179.4%Added
Millennium Management LLC58,307$138.8K0.00%−63,872−52.3%Reduced
Renaissance Technologies LLC50,736$121.0K0.00%−50,964−50.1%Reduced
Bridgeway Capital Management, LLC49,410$117.6K0.00%+3,675+8.0%Added
Empowered Funds, LLC49,410$117.6K0.00%+3,675+8.0%Added
RBF Capital, LLC44,947$107.0K0.01%00.0%Unchanged
Marshall Wace, LLP43,849$104.4K0.00%−52,319−54.4%Reduced
Schonfeld Strategic Advisors LLC36,400$86.6K0.00%−12,300−25.3%Reduced
Northern Trust Corp34,521$82.2K0.00%−2,127−5.8%Reduced
Royal Bank of Canada32,700$78.0K0.00%−150.0%Reduced
LPL Financial LLC27,150$64.6K0.00%+13,200+94.6%Added
Lincoln Capital Corp20,600$49.0K0.02%+20,600New
Mariner, LLC19,687$46.9K0.00%+19,687New
American Century Companies Inc16,379$39.0K0.00%−851−4.9%Reduced
TSA Wealth Managment LLC14,923$35.5K0.02%00.0%Unchanged
Legato Capital Management LLC14,806$35.2K0.00%+3,614+32.3%Added
Alerus Financial NA13,239$31.5K0.00%00.0%Unchanged
UBS Group AG11,666$27.8K0.00%+8,965+331.9%Added
Laidlaw Wealth Management LLC10,600$25.2K0.01%00.0%Unchanged
PFG Investments, LLC10,010$23.8K0.00%+10,010New
Morgan Stanley9,856$23.5K0.00%−3,100−23.9%Reduced
Simplex Trading, LLC7,159$17.0K0.00%+7,159New
Advisor Group Holdings, Inc.5,136$12.2K0.00%−2,000−28.0%Reduced
Tower Research Capital LLC (TRC)2,490$5.93K0.00%−61−2.4%Reduced
Group One Trading, L.P.2,188$5.21K0.00%+2,188New
Wells Fargo & Company2,016$4.80K0.00%+3+0.1%Added
Stephenson National Bank & Trust2,000$4.76K0.00%00.0%Unchanged
Rhumbline Advisers700$1.67K0.00%00.0%Unchanged
Fairway Wealth LLC170$4050.00%00.0%Unchanged
GWM Advisors LLC103$2450.00%00.0%Unchanged
Bank of America Corp100$2380.00%−12−10.7%Reduced
JPMorgan Chase & Co47$1120.00%−74−61.2%Reduced
Kelly Financial Services LLC25$600.00%00.0%Unchanged
Proequities, Inc.0$00.00%−361−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−34,135−100.0%Sold out
XTX Topco Ltd0$00.00%−13,599−100.0%Sold out
Virtu Financial LLC0$00.00%−13,092−100.0%Sold out
Quadrature Capital Ltd0$00.00%−12,033−100.0%Sold out
Squarepoint Ops LLC0$00.00%−10,593−100.0%Sold out
Farther Finance Advisors, LLC0$00.00%−1,424−100.0%Sold out
Advisory Services Network, LLC0$00.00%−100−100.0%Sold out
Baystate Wealth Management LLC––––Not filed
Coppell Advisory Solutions LLC––––Not filed