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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, Q3 2024

Institutional positions in Broadwind, Inc. as of Sep 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
43
−8 vs. Q2 2024
Shares held
6.17M
+237.7K (+4.0%) vs. Q2 2024
Total value
$14.0M
−$5.33M (−27.6%) vs. Q2 2024
New holders
5
13 more added
Sold out
13
11 more reduced

1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2024: 43 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 2024: $14.0M
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 2024

Shares, value and share of portfolio for each institution holding Broadwind, Inc.; share changes are against Q2 2024.

Institutions holding BWEN in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Simplex Trading, LLC381$00.00%+381New
UBS Group AG1$20.00%−5,283−100.0%Reduced
Coppell Advisory Solutions LLC17$370.00%00.0%Unchanged
Fairway Wealth LLC170$3860.00%00.0%Unchanged
Bank of America Corp269$6110.00%+8+3.1%Added
Lazard Asset Management LLC535$1.00K0.00%+535New
Morgan Stanley1,424$3.23K0.00%−70−4.7%Reduced
Wells Fargo & Company1,965$4.46K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)2,016$4.58K0.00%−162−7.4%Reduced
PFG Investments, LLC10,000$22.7K0.00%00.0%Unchanged
CIBC Private Wealth Group, LLC10,000$22.7K0.00%+10,000New
Advisor Group Holdings, Inc.10,286$23.3K0.00%−1,000−8.9%Reduced
Laidlaw Wealth Management LLC10,600$24.1K0.01%00.0%Unchanged
James Investment Research Inc12,499$28.4K0.00%−132−1.0%Reduced
Alerus Financial NA13,239$30.1K0.00%00.0%Unchanged
Legato Capital Management LLC14,806$33.6K0.00%00.0%Unchanged
Pale Fire Capital SE22,026$50.0K0.01%+22,026New
Lincoln Capital Corp23,437$53.2K0.02%+8,947+61.7%Added
GWM Advisors LLC27,743$63.0K0.00%−30,902−52.7%Reduced
Millennium Management LLC33,705$76.5K0.00%−48,684−59.1%Reduced
Northern Trust Corp36,729$83.4K0.00%−226−0.6%Reduced
RBF Capital, LLC44,947$102.0K0.01%00.0%Unchanged
Royal Bank of Canada45,400$103.0K0.00%00.0%Unchanged
Ritholtz Wealth Management50,226$114.0K0.00%+25,020+99.3%Added
LPL Financial LLC52,200$118.5K0.00%+12,000+29.9%Added
State Street Corp64,665$146.8K0.00%00.0%Unchanged
Essex Investment Management Co LLC67,812$153.9K0.03%00.0%Unchanged
Bridgeway Capital Management, LLC81,211$184.3K0.00%+28,021+52.7%Added
Empowered Funds, LLC81,211$184.3K0.00%+28,021+52.7%Added
O'Shaughnessy Asset Management, LLC100,032$209.1K0.00%+67,939+211.7%Added
Acadian Asset Management LLC120,174$272.0K0.00%−9,394−7.3%Reduced
Perritt Capital Management Inc124,000$281.5K0.14%−26,000−17.3%Reduced
Renaissance Technologies LLC131,884$299.4K0.00%+48,084+57.4%Added
US Bancorp143,130$324.9K0.00%00.0%Unchanged
Gsa Capital Partners LLP150,079$341.0K0.03%+31,792+26.9%Added
Boston Partners184,152$418.0K0.00%+2,789+1.5%Added
Geode Capital Management, LLC227,738$517.1K0.00%+12,936+6.0%Added
Dimensional Fund Advisors LP355,423$806.8K0.00%+25,831+7.8%Added
Russell Investments Group, Ltd.359,096$815.1K0.00%−1,712−0.5%Reduced
BlackRock, Inc.364,791$828.1K0.00%+364,791New
Quinn Opportunity Partners LLC492,598$1.12M0.11%00.0%Unchanged
Vanguard Group Inc982,784$2.23M0.00%00.0%Unchanged
Grace & White Inc1,715,255$3.89M0.70%+98,665+6.1%Added
Mather Group, LLC.0$00.00%−150,995−100.0%Sold out
Goldman Sachs Group Inc0$00.00%−63,580−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−58,053−100.0%Sold out
XTX Topco Ltd0$00.00%−48,603−100.0%Sold out
American Century Companies Inc0$00.00%−46,032−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−25,713−100.0%Sold out
Squarepoint Ops LLC0$00.00%−16,034−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−10,900−100.0%Sold out
Citadel Advisors LLC0$00.00%−3,861−100.0%Sold out
Stephenson National Bank & Trust0$00.00%−2,000−100.0%Sold out
Rhumbline Advisers0$00.00%−700−100.0%Sold out
FMR LLC0$00.00%−50−100.0%Sold out
Kelly Financial Services LLC0$00.00%−25−100.0%Sold out
BlackRock Inc.––––Not filed