BroadwindBWEN
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 41 institutions reported holding Broadwind Inc. (BWEN) in their 13F filings, down 2 from Q3 2024. 5 opened new positions and 8 sold out. The largest holders were Grace & White Inc. ($3.7M), Vanguard Group Inc. ($1.8M) and Quinn Opportunity Partners LLC ($926K). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $168K |
| Exits | 8 | $1.7M |
All 13F filers, Q3 2024 → Q4 2024: 385,319 shares bought and 1,132,409 shares sold, net −747,090 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 41 holders
| Grace & White Inc. | 0.71% | Add +15.5% | 1,980,599 | $3.7M |
| Vanguard Group Inc. | 0.00% | Reduce -1.5% | 968,465 | $1.8M |
| Quinn Opportunity Partners LLC | 0.07% | No change | 492,598 | $926K |
| BlackRock, Inc. | 0.00% | Reduce -0.0% | 364,728 | $686K |
| Dimensional Fund Advisors LP | 0.00% | Reduce -28.6% | 253,734 | $477K |
| Geode Capital Management, LLC | 0.00% | Add +2.2% | 232,767 | $438K |
| US Bancorp \de | 0.00% | No change | 143,130 | $269K |
| Renaissance Technologies | 0.00% | Reduce -17.1% | 109,300 | $205K |
| Perritt Capital Management Inc | 0.10% | Reduce -14.8% | 105,590 | $199K |
| Bridgeway Capital Management, LLC | 0.00% | Add +11.3% | 90,387 | $170K |
| Empowered Funds, LLC | 0.00% | Add +5.1% | 85,387 | $161K |
| State Street Corp. | 0.00% | Add +15.2% | 74,465 | $140K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -31.0% | 69,000 | $130K |
| Essex Investment Management Co. LLC | 0.02% | Reduce -10.4% | 60,782 | $114K |
| Royal Bank of Canada | 0.00% | No change | 45,400 | $85K |
| LPL Financial LLC | 0.00% | Reduce -16.4% | 43,628 | $82K |
| Squarepoint Ops LLC | 0.00% | New | 40,532 | $76K |
| Northern Trust Corp. | 0.00% | No change | 36,729 | $69K |
| Ritholtz Wealth Management | 0.00% | Reduce -37.6% | 31,359 | $59K |
| Mariner, LLC | 0.00% | New | 30,000 | $56K |
| Acadian Asset Management LLC | 0.00% | Reduce -81.0% | 22,782 | $42K |
| Lincoln Capital Corp. | 0.02% | Reduce -15.5% | 19,802 | $37K |
| Susquehanna International Group, LLP | 0.00% | New | 18,563 | $35K |
| Legato Capital Management LLC | 0.00% | No change | 14,806 | $28K |
| RBF Capital, LLC | 0.00% | Reduce -67.3% | 14,680 | $28K |
| Alerus Financial NA | 0.00% | No change | 13,239 | $25K |
| NewEdge Advisors, LLC | 0.00% | Reduce -56.0% | 12,200 | $23K |
| James Investment Research, Inc. | 0.00% | Reduce -3.2% | 12,100 | $23K |
| Millennium Management | 0.00% | Reduce -67.7% | 10,897 | $20K |
| PFG Investments, LLC | 0.00% | No change | 10,000 | $19K |
| Osaic Holdings, Inc. | 0.00% | Reduce -5.2% | 9,750 | $18K |
| SBI Securities Co., Ltd. | 0.00% | — | 1,987 | $4K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -19.9% | 1,614 | $3K |
| Simplex Trading, LLC | 0.00% | Add +305.0% | 1,543 | $2K |
| UBS Group AG | 0.00% | Add +90000.0% | 901 | $2K |
| Wells Fargo & Company | 0.00% | Reduce -56.0% | 865 | $2K |
| Bank of America Corp. | 0.00% | Add +148.7% | 669 | $1K |
| Morgan Stanley | 0.00% | Reduce -77.5% | 321 | $603 |
| IFP Advisors, Inc | 0.00% | New | 191 | $359 |
| JPMorgan Chase & Co. | 0.00% | New | 46 | $86 |
| Coppell Advisory Solutions LLC | 0.00% | No change | 17 | $34 |
"% of holder's portfolio" is BWEN's weight in each manager's 13F, not the share of Broadwind Inc. the manager owns.