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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, Q2 2024

Institutional positions in Broadwind, Inc. as of Jun 30, 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
52
+6 vs. Q1 2024
Shares held
6.30M
+449.2K (+7.7%) vs. Q1 2024
Total value
$20.5M
+$6.60M (+47.4%) vs. Q1 2024
New holders
12
17 more added
Sold out
6
11 more reduced

Compare with Q1 2024: 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 holdersQ2 2024: 52 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 heldQ2 2024: $20.5M
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, Q2 2024

Shares, value and share of portfolio for each institution holding Broadwind, Inc.; share changes are against Q1 2024.

Institutions holding BWEN in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Coppell Advisory Solutions LLC17$560.00%+17New
Kelly Financial Services LLC25$820.00%00.0%Unchanged
FMR LLC50$1640.00%+50New
Fairway Wealth LLC170$5580.00%00.0%Unchanged
Bank of America Corp261$8560.00%+161+161.0%Added
Rhumbline Advisers700$2.30K0.00%00.0%Unchanged
Morgan Stanley1,494$4.90K0.00%−8,362−84.8%Reduced
Wells Fargo & Company1,965$6.45K0.00%−51−2.5%Reduced
Stephenson National Bank & Trust2,000$6.56K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)2,178$7.14K0.00%−312−12.5%Reduced
Citadel Advisors LLC3,861$12.7K0.00%−58,475−93.8%Reduced
UBS Group AG5,284$17.3K0.00%−6,382−54.7%Reduced
PFG Investments, LLC10,000$32.8K0.00%−10−0.1%Reduced
Laidlaw Wealth Management LLC10,600$34.8K0.02%00.0%Unchanged
Schonfeld Strategic Advisors LLC10,900$35.8K0.00%−25,500−70.1%Reduced
Advisor Group Holdings, Inc.11,286$37.0K0.00%+6,150+119.7%Added
James Investment Research Inc12,631$41.4K0.00%+12,631New
Alerus Financial NA13,239$43.4K0.00%00.0%Unchanged
Lincoln Capital Corp14,490$47.5K0.02%−6,110−29.7%Reduced
Legato Capital Management LLC14,806$48.6K0.01%00.0%Unchanged
Squarepoint Ops LLC16,034$52.6K0.00%+16,034New
Ritholtz Wealth Management25,206$82.7K0.00%+25,206New
Cubist Systematic Strategies, LLC25,713$84.3K0.00%+25,713New
O'Shaughnessy Asset Management, LLC32,093$105.3K0.00%+32,093New
Northern Trust Corp36,955$121.2K0.00%+2,434+7.1%Added
LPL Financial LLC40,200$131.9K0.00%+13,050+48.1%Added
RBF Capital, LLC44,947$147.4K0.01%00.0%Unchanged
Royal Bank of Canada45,400$149.0K0.00%+12,700+38.8%Added
American Century Companies Inc46,032$151.0K0.00%+29,653+181.0%Added
XTX Topco Ltd48,603$159.4K0.01%+48,603New
Bridgeway Capital Management, LLC53,190$174.5K0.00%+3,780+7.7%Added
Empowered Funds, LLC53,190$174.5K0.00%+3,780+7.7%Added
Susquehanna International Group, LLP58,053$190.4K0.00%+58,053New
GWM Advisors LLC58,645$192.4K0.00%+58,542+56,836.9%Added
Goldman Sachs Group Inc63,580$208.5K0.00%+63,580New
State Street Corp64,665$212.1K0.00%00.0%Unchanged
Essex Investment Management Co LLC67,812$222.4K0.04%−128,047−65.4%Reduced
Millennium Management LLC82,389$270.2K0.00%+24,082+41.3%Added
Renaissance Technologies LLC83,800$274.9K0.00%+33,064+65.2%Added
Mather Group, LLC.150,995$359.4K0.00%+150,995New
Gsa Capital Partners LLP118,287$388.0K0.03%−56,711−32.4%Reduced
Acadian Asset Management LLC129,568$423.0K0.00%+129,568New
US Bancorp143,130$469.5K0.00%00.0%Unchanged
Perritt Capital Management Inc150,000$492.0K0.27%00.0%Unchanged
Boston Partners181,363$594.9K0.00%+96,369+113.4%Added
Geode Capital Management, LLC214,802$704.7K0.00%+6,704+3.2%Added
Dimensional Fund Advisors LP329,592$1.08M0.00%+35,182+12.0%Added
Russell Investments Group, Ltd.360,808$1.18M0.00%+443+0.1%Added
BlackRock Inc.362,955$1.19M0.00%+1410.0%Added
Quinn Opportunity Partners LLC492,598$1.62M0.19%−71,719−12.7%Reduced
Vanguard Group Inc982,784$3.22M0.00%00.0%Unchanged
Grace & White Inc1,616,590$5.30M1.00%+10,000+0.6%Added
Marshall Wace, LLP0$00.00%−43,849−100.0%Sold out
Mariner, LLC0$00.00%−19,687−100.0%Sold out
TSA Wealth Managment LLC0$00.00%−14,923−100.0%Sold out
Simplex Trading, LLC0$00.00%−7,159−100.0%Sold out
Group One Trading, L.P.0$00.00%−2,188−100.0%Sold out
JPMorgan Chase & Co0$00.00%−47−100.0%Sold out