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 2025
Institutional positions in Broadwind, Inc. as of Mar 31, 2025. 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
- 37
- −4 vs. Q4 2024
- Shares held
- 5.74M
- +315.2K (+5.8%) vs. Q4 2024
- Total value
- $8.32M
- −$1.87M (−18.4%) vs. Q4 2024
- New holders
- 3
- 14 more added
- Sold out
- 7
- 8 more reduced
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Broadwind, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| UBS Group AG | 1 | $1 | 0.00% | −900−99.9% | Reduced |
| JPMorgan Chase & Co | 43 | $62 | 0.00% | −3−6.5% | Reduced |
| Morgan Stanley | 451 | $654 | 0.00% | +130+40.5% | Added |
| Bank of America Corp | 678 | $983 | 0.00% | +9+1.3% | Added |
| Wells Fargo & Company | 865 | $1.25K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 2,155 | $3.13K | 0.00% | +168+8.5% | Added |
| Simplex Trading, LLC | 4,806 | $6.00K | 0.00% | +3,263+211.5% | Added |
| PFG Investments, LLC | 10,000 | $14.5K | 0.00% | 00.0% | Unchanged |
| James Investment Research Inc | 12,100 | $17.5K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 12,200 | $17.7K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 12,390 | $18.0K | 0.00% | +2,640+27.1% | Added |
| Alerus Financial NA | 13,239 | $19.2K | 0.00% | 00.0% | Unchanged |
| Legato Capital Management LLC | 14,806 | $21.5K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 17,131 | $24.8K | 0.00% | +17,131 | New |
| Ritholtz Wealth Management | 27,204 | $39.4K | 0.00% | −4,155−13.2% | Reduced |
| Mariner, LLC | 30,000 | $43.5K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 36,729 | $53.3K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 38,428 | $55.7K | 0.00% | −5,200−11.9% | Reduced |
| Royal Bank of Canada | 45,400 | $66.0K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 52,990 | $76.8K | 0.00% | +12,458+30.7% | Added |
| Susquehanna International Group, LLP | 57,968 | $84.1K | 0.00% | +39,405+212.3% | Added |
| O'Shaughnessy Asset Management, LLC | 59,839 | $86.8K | 0.00% | −9,161−13.3% | Reduced |
| Essex Investment Management Co LLC | 60,782 | $88.1K | 0.02% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 61,200 | $88.7K | 0.00% | −48,100−44.0% | Reduced |
| Gsa Capital Partners LLP | 68,856 | $100.0K | 0.01% | +68,856 | New |
| State Street Corp | 74,465 | $108.0K | 0.00% | 00.0% | Unchanged |
| Empowered Funds, LLC | 92,318 | $133.9K | 0.00% | +6,931+8.1% | Added |
| Bridgeway Capital Management, LLC | 97,318 | $141.1K | 0.00% | +6,931+7.7% | Added |
| Perritt Capital Management Inc | 120,000 | $174.0K | 0.10% | +14,410+13.6% | Added |
| AMH Equity Ltd | 144,000 | $208.8K | 0.32% | +144,000 | New |
| US Bancorp | 160,128 | $232.2K | 0.00% | +16,998+11.9% | Added |
| Dimensional Fund Advisors LP | 215,869 | $313.0K | 0.00% | −37,865−14.9% | Reduced |
| Geode Capital Management, LLC | 240,480 | $348.8K | 0.00% | +7,713+3.3% | Added |
| BlackRock, Inc. | 363,810 | $527.5K | 0.00% | −918−0.3% | Reduced |
| Quinn Opportunity Partners LLC | 498,008 | $722.1K | 0.05% | +5,410+1.1% | Added |
| Vanguard Group Inc | 968,465 | $1.40M | 0.00% | 00.0% | Unchanged |
| Grace & White Inc | 2,125,587 | $3.08M | 0.59% | +144,988+7.3% | Added |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −22,782−100.0% | Sold out |
| Lincoln Capital Corp | 0 | $0 | 0.00% | −19,802−100.0% | Sold out |
| RBF Capital, LLC | 0 | $0 | 0.00% | −14,680−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −10,897−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −1,614−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −191−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |