BroadwindBWEN
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 43 institutions reported holding Broadwind Inc. (BWEN) in their 13F filings, down 9 from Q2 2024. 4 opened new positions and 13 sold out. The largest holders were Grace & White Inc. ($3.9M), Vanguard Group Inc. ($2.2M) and Quinn Opportunity Partners LLC ($1.1M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Broadwind Inc.
- CUSIP
- 11161T207
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $74K |
| Exits | 13 | $1.3M |
All 13F filers, Q2 2024 → Q3 2024: 422,995 shares bought and 550,111 shares sold, net −127,116 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 43 holders
| Grace & White Inc. | 0.71% | Add +6.1% | 1,715,255 | $3.9M |
| Vanguard Group Inc. | 0.00% | No change | 982,784 | $2.2M |
| Quinn Opportunity Partners LLC | 0.11% | No change | 492,598 | $1.1M |
| BlackRock, Inc. | 0.00% | — | 364,791 | $828K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -0.5% | 359,096 | $815K |
| Dimensional Fund Advisors LP | 0.00% | Add +7.8% | 355,423 | $807K |
| Geode Capital Management, LLC | 0.00% | Add +6.0% | 227,738 | $517K |
| Boston Partners | 0.00% | Add +1.5% | 184,152 | $418K |
| Gsa Capital Partners LLP | 0.03% | Add +26.9% | 150,079 | $341K |
| US Bancorp \de | 0.00% | No change | 143,130 | $325K |
| Renaissance Technologies | 0.00% | Add +57.4% | 131,884 | $299K |
| Perritt Capital Management Inc | 0.14% | Reduce -17.3% | 124,000 | $281K |
| Acadian Asset Management LLC | 0.00% | Reduce -7.3% | 120,174 | $272K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +211.7% | 100,032 | $209K |
| Bridgeway Capital Management, LLC | 0.00% | Add +52.7% | 81,211 | $184K |
| Empowered Funds, LLC | 0.00% | Add +52.7% | 81,211 | $184K |
| Essex Investment Management Co. LLC | 0.03% | No change | 67,812 | $154K |
| State Street Corp. | 0.00% | No change | 64,665 | $147K |
| LPL Financial LLC | 0.00% | Add +29.9% | 52,200 | $118K |
| Ritholtz Wealth Management | 0.00% | Add +99.3% | 50,226 | $114K |
| Royal Bank of Canada | 0.00% | No change | 45,400 | $103K |
| RBF Capital, LLC | 0.01% | No change | 44,947 | $102K |
| Northern Trust Corp. | 0.00% | Reduce -0.6% | 36,729 | $83K |
| Millennium Management | 0.00% | Reduce -59.1% | 33,705 | $77K |
| NewEdge Advisors, LLC | 0.00% | Reduce -52.7% | 27,743 | $63K |
| Lincoln Capital Corp. | 0.02% | Add +61.8% | 23,437 | $53K |
| Pale Fire Capital SE | 0.01% | New | 22,026 | $50K |
| Legato Capital Management LLC | 0.00% | No change | 14,806 | $34K |
| Alerus Financial NA | 0.00% | No change | 13,239 | $30K |
| James Investment Research, Inc. | 0.00% | Reduce -1.1% | 12,499 | $28K |
| Laidlaw Wealth Management LLC | 0.01% | No change | 10,600 | $24K |
| Osaic Holdings, Inc. | 0.00% | Reduce -8.9% | 10,286 | $23K |
| PFG Investments, LLC | 0.00% | No change | 10,000 | $23K |
| CIBC Private Wealth Group LLC | 0.00% | New | 10,000 | $23K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -7.4% | 2,016 | $5K |
| Wells Fargo & Company | 0.00% | No change | 1,965 | $4K |
| Morgan Stanley | 0.00% | Reduce -4.7% | 1,424 | $3K |
| Lazard Asset Management LLC | 0.00% | New | 535 | $1K |
| Bank of America Corp. | 0.00% | Add +3.1% | 269 | $611 |
| Fairway Wealth LLC | 0.00% | No change | 170 | $386 |
| Coppell Advisory Solutions LLC | 0.00% | No change | 17 | $37 |
| UBS Group AG | 0.00% | Reduce -100.0% | 1 | $2 |
| Simplex Trading, LLC | 0.00% | New | 381 | $0 |
"% of holder's portfolio" is BWEN's weight in each manager's 13F, not the share of Broadwind Inc. the manager owns.