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 2024
Institutional positions in Broadwind, Inc. as of Dec 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
- 41
- −2 vs. Q3 2024
- Shares held
- 5.43M
- −745.1K (−12.1%) vs. Q3 2024
- Total value
- $10.2M
- −$3.79M (−27.1%) vs. Q3 2024
- New holders
- 6
- 8 more added
- Sold out
- 8
- 19 more reduced
Compare with Q3 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.
| 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 2024
Shares, value and share of portfolio for each institution holding Broadwind, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Grace & White Inc | 1,980,599 | $3.72M | 0.70% | +265,344+15.5% | Added |
| Vanguard Group Inc | 968,465 | $1.82M | 0.00% | −14,319−1.5% | Reduced |
| Quinn Opportunity Partners LLC | 492,598 | $926.1K | 0.07% | 00.0% | Unchanged |
| BlackRock, Inc. | 364,728 | $685.7K | 0.00% | −630.0% | Reduced |
| Dimensional Fund Advisors LP | 253,734 | $477.0K | 0.00% | −101,689−28.6% | Reduced |
| Geode Capital Management, LLC | 232,767 | $437.7K | 0.00% | +5,029+2.2% | Added |
| US Bancorp | 143,130 | $269.1K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 109,300 | $205.5K | 0.00% | −22,584−17.1% | Reduced |
| Perritt Capital Management Inc | 105,590 | $198.5K | 0.10% | −18,410−14.8% | Reduced |
| Bridgeway Capital Management, LLC | 90,387 | $169.9K | 0.00% | +9,176+11.3% | Added |
| Empowered Funds, LLC | 85,387 | $160.5K | 0.00% | +4,176+5.1% | Added |
| State Street Corp | 74,465 | $140.0K | 0.00% | +9,800+15.2% | Added |
| O'Shaughnessy Asset Management, LLC | 69,000 | $129.7K | 0.00% | −31,032−31.0% | Reduced |
| Essex Investment Management Co LLC | 60,782 | $114.3K | 0.02% | −7,030−10.4% | Reduced |
| Royal Bank of Canada | 45,400 | $85.0K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 43,628 | $82.0K | 0.00% | −8,572−16.4% | Reduced |
| Squarepoint Ops LLC | 40,532 | $76.2K | 0.00% | +40,532 | New |
| Northern Trust Corp | 36,729 | $69.1K | 0.00% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 31,359 | $59.0K | 0.00% | −18,867−37.6% | Reduced |
| Mariner, LLC | 30,000 | $56.4K | 0.00% | +30,000 | New |
| Acadian Asset Management LLC | 22,782 | $42.0K | 0.00% | −97,392−81.0% | Reduced |
| Lincoln Capital Corp | 19,802 | $37.2K | 0.02% | −3,635−15.5% | Reduced |
| Susquehanna International Group, LLP | 18,563 | $34.9K | 0.00% | +18,563 | New |
| Legato Capital Management LLC | 14,806 | $27.8K | 0.00% | 00.0% | Unchanged |
| RBF Capital, LLC | 14,680 | $27.6K | 0.00% | −30,267−67.3% | Reduced |
| Alerus Financial NA | 13,239 | $24.9K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 12,200 | $22.9K | 0.00% | −15,543−56.0% | Reduced |
| James Investment Research Inc | 12,100 | $22.7K | 0.00% | −399−3.2% | Reduced |
| Millennium Management LLC | 10,897 | $20.5K | 0.00% | −22,808−67.7% | Reduced |
| PFG Investments, LLC | 10,000 | $18.8K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 9,750 | $18.3K | 0.00% | −536−5.2% | Reduced |
| SBI Securities Co., Ltd. | 1,987 | $3.74K | 0.00% | +1,987 | New |
| Tower Research Capital LLC (TRC) | 1,614 | $3.03K | 0.00% | −402−19.9% | Reduced |
| Simplex Trading, LLC | 1,543 | $2.00K | 0.00% | +1,162+305.0% | Added |
| UBS Group AG | 901 | $1.69K | 0.00% | +900+90,000.0% | Added |
| Wells Fargo & Company | 865 | $1.63K | 0.00% | −1,100−56.0% | Reduced |
| Bank of America Corp | 669 | $1.26K | 0.00% | +400+148.7% | Added |
| Morgan Stanley | 321 | $603 | 0.00% | −1,103−77.5% | Reduced |
| IFP Advisors, Inc | 191 | $359 | 0.00% | +191 | New |
| JPMorgan Chase & Co | 46 | $86 | 0.00% | +46 | New |
| Coppell Advisory Solutions LLC | 17 | $34 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −359,096−100.0% | Sold out |
| Boston Partners | 0 | $0 | 0.00% | −184,152−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −150,079−100.0% | Sold out |
| Pale Fire Capital SE | 0 | $0 | 0.00% | −22,026−100.0% | Sold out |
| Laidlaw Wealth Management LLC | 0 | $0 | 0.00% | −10,600−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −535−100.0% | Sold out |
| Fairway Wealth LLC | 0 | $0 | 0.00% | −170−100.0% | Sold out |