BroadwindBWEN

13F holders, Q2 2024 (June 30)
52holders +6
11new positions
6sold out
3famous investors
$3.26avg. 13F price*

At the end of Q2 2024, 52 institutions reported holding Broadwind Inc. (BWEN) in their 13F filings, up 6 from Q1 2024. 11 opened new positions and 6 sold out. The largest holders were Grace & White Inc. ($5.3M), Vanguard Group Inc. ($3.2M) and Quinn Opportunity Partners LLC ($1.6M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Broadwind Inc.
CUSIP
11161T207
Latest filing quarter
Q2 2026

History

Number of 13F holders

0204060 Q1 2024: 46Q1 2024Q2 2024: 52Q2 2024Q3 2024: 43Q3 2024Q4 2024: 41Q4 2024Q1 2025: 37Q1 2025Q2 2025: 41Q2 2025Q3 2025: 44Q3 2025Q4 2025: 49Q4 2025Q1 2026: 54Q1 2026Q2 2026: 57Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions11$1.7M
Exits6$209K

All 13F filers, Q1 2024 → Q2 2024: 898,761 shares bought and 449,532 shares sold, net +449,229 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 52 holders

Grace & White Inc. 1.01% Add +0.6% 1,616,590 $5.3M
Vanguard Group Inc. 0.00% No change 982,784 $3.2M
Quinn Opportunity Partners LLC 0.19% Reduce -12.7% 492,598 $1.6M
BlackRock Inc. 0.00% Add +0.0% 362,955 $1.2M
Russell Investments Group, Ltd. 0.00% Add +0.1% 360,808 $1.2M
Dimensional Fund Advisors LP 0.00% Add +11.9% 329,592 $1.1M
Geode Capital Management, LLC 0.00% Add +3.2% 214,802 $705K
Boston Partners 0.00% Add +113.4% 181,363 $595K
Perritt Capital Management Inc 0.27% No change 150,000 $492K
US Bancorp \de 0.00% No change 143,130 $469K
Acadian Asset Management LLC 0.00% New 129,568 $423K
Gsa Capital Partners LLP 0.03% Reduce -32.4% 118,287 $388K
Mather Group, Llc. 0.00% New 150,995 $359K
Renaissance Technologies 0.00% Add +65.2% 83,800 $275K
Millennium Management 0.00% Add +41.3% 82,389 $270K
Essex Investment Management Co. LLC 0.04% Reduce -65.4% 67,812 $222K
State Street Corp. 0.00% No change 64,665 $212K
Goldman Sachs Group Inc. 0.00% New 63,580 $209K
NewEdge Advisors, LLC 0.00% Add +56836.9% 58,645 $192K
Susquehanna International Group, LLP 0.00% New 58,053 $190K
Bridgeway Capital Management, LLC 0.00% Add +7.7% 53,190 $174K
Empowered Funds, LLC 0.00% Add +7.7% 53,190 $174K
XTX Topco Ltd 0.01% New 48,603 $159K
American Century Companies Inc. 0.00% Add +181.0% 46,032 $151K
Royal Bank of Canada 0.00% Add +38.8% 45,400 $149K
RBF Capital, LLC 0.01% No change 44,947 $147K
LPL Financial LLC 0.00% Add +48.1% 40,200 $132K
Northern Trust Corp. 0.00% Add +7.0% 36,955 $121K
O'shaughnessy Asset Management, LLC 0.00% New 32,093 $105K
Cubist Systematic Strategies, LLC 0.00% New 25,713 $84K
Ritholtz Wealth Management 0.00% New 25,206 $83K
Squarepoint Ops LLC 0.00% New 16,034 $53K
Legato Capital Management LLC 0.01% No change 14,806 $49K
Lincoln Capital Corp. 0.02% Reduce -29.7% 14,490 $48K
Alerus Financial NA 0.00% No change 13,239 $43K
James Investment Research, Inc. 0.00% New 12,631 $41K
Osaic Holdings, Inc. 0.00% Add +119.7% 11,286 $37K
Schonfeld Strategic Advisors LLC 0.00% Reduce -70.0% 10,900 $36K
Laidlaw Wealth Management LLC 0.02% No change 10,600 $35K
PFG Investments, LLC 0.00% Reduce -0.1% 10,000 $33K
UBS Group AG 0.00% Reduce -54.7% 5,284 $17K
Citadel Advisors 0.00% Reduce -93.8% 3,861 $13K
Tower Research Capital LLC (TRC) 0.00% Reduce -12.5% 2,178 $7K
Steph & Co. 0.00% No change 2,000 $7K
Wells Fargo & Company 0.00% Reduce -2.5% 1,965 $6K
Morgan Stanley 0.00% Reduce -84.8% 1,494 $5K
Rhumbline Advisers 0.00% No change 700 $2K
Bank of America Corp. 0.00% Add +161.0% 261 $856
Fairway Wealth LLC 0.00% No change 170 $558
FMR LLC 0.00% New 50 $164
Kelly Financial Services LLC 0.00% No change 25 $82
Coppell Advisory Solutions LLC 0.00% — 17 $56

"% of holder's portfolio" is BWEN's weight in each manager's 13F, not the share of Broadwind Inc. the manager owns.