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 |
|---|---|---|---|---|---|
| Coppell Advisory Solutions LLC | 17 | $34 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 46 | $86 | 0.00% | +46 | New |
| IFP Advisors, Inc | 191 | $359 | 0.00% | +191 | New |
| Morgan Stanley | 321 | $603 | 0.00% | −1,103−77.5% | Reduced |
| Bank of America Corp | 669 | $1.26K | 0.00% | +400+148.7% | Added |
| Wells Fargo & Company | 865 | $1.63K | 0.00% | −1,100−56.0% | Reduced |
| UBS Group AG | 901 | $1.69K | 0.00% | +900+90,000.0% | Added |
| Simplex Trading, LLC | 1,543 | $2.00K | 0.00% | +1,162+305.0% | Added |
| Tower Research Capital LLC (TRC) | 1,614 | $3.03K | 0.00% | −402−19.9% | Reduced |
| SBI Securities Co., Ltd. | 1,987 | $3.74K | 0.00% | +1,987 | New |
| Advisor Group Holdings, Inc. | 9,750 | $18.3K | 0.00% | −536−5.2% | Reduced |
| PFG Investments, LLC | 10,000 | $18.8K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 10,897 | $20.5K | 0.00% | −22,808−67.7% | Reduced |
| James Investment Research Inc | 12,100 | $22.7K | 0.00% | −399−3.2% | Reduced |
| GWM Advisors LLC | 12,200 | $22.9K | 0.00% | −15,543−56.0% | Reduced |
| Alerus Financial NA | 13,239 | $24.9K | 0.00% | 00.0% | Unchanged |
| RBF Capital, LLC | 14,680 | $27.6K | 0.00% | −30,267−67.3% | Reduced |
| Legato Capital Management LLC | 14,806 | $27.8K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 18,563 | $34.9K | 0.00% | +18,563 | New |
| Lincoln Capital Corp | 19,802 | $37.2K | 0.02% | −3,635−15.5% | Reduced |
| Acadian Asset Management LLC | 22,782 | $42.0K | 0.00% | −97,392−81.0% | Reduced |
| Mariner, LLC | 30,000 | $56.4K | 0.00% | +30,000 | New |
| Ritholtz Wealth Management | 31,359 | $59.0K | 0.00% | −18,867−37.6% | Reduced |
| Northern Trust Corp | 36,729 | $69.1K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 40,532 | $76.2K | 0.00% | +40,532 | New |
| LPL Financial LLC | 43,628 | $82.0K | 0.00% | −8,572−16.4% | Reduced |
| Royal Bank of Canada | 45,400 | $85.0K | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 60,782 | $114.3K | 0.02% | −7,030−10.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 69,000 | $129.7K | 0.00% | −31,032−31.0% | Reduced |
| State Street Corp | 74,465 | $140.0K | 0.00% | +9,800+15.2% | Added |
| Empowered Funds, LLC | 85,387 | $160.5K | 0.00% | +4,176+5.1% | Added |
| Bridgeway Capital Management, LLC | 90,387 | $169.9K | 0.00% | +9,176+11.3% | Added |
| Perritt Capital Management Inc | 105,590 | $198.5K | 0.10% | −18,410−14.8% | Reduced |
| Renaissance Technologies LLC | 109,300 | $205.5K | 0.00% | −22,584−17.1% | Reduced |
| US Bancorp | 143,130 | $269.1K | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 232,767 | $437.7K | 0.00% | +5,029+2.2% | Added |
| Dimensional Fund Advisors LP | 253,734 | $477.0K | 0.00% | −101,689−28.6% | Reduced |
| BlackRock, Inc. | 364,728 | $685.7K | 0.00% | −630.0% | Reduced |
| Quinn Opportunity Partners LLC | 492,598 | $926.1K | 0.07% | 00.0% | Unchanged |
| Vanguard Group Inc | 968,465 | $1.82M | 0.00% | −14,319−1.5% | Reduced |
| Grace & White Inc | 1,980,599 | $3.72M | 0.70% | +265,344+15.5% | Added |
| 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 |