BroadwindBWEN

13F holders, Q1 2025 (March 31)
37holders −4
3new positions
7sold out
1famous investor
$1.45avg. 13F price*

At the end of Q1 2025, 37 institutions reported holding Broadwind Inc. (BWEN) in their 13F filings, down 4 from Q4 2024. 3 opened new positions and 7 sold out. The largest holders were Grace & White Inc. ($3.1M), Vanguard Group Inc. ($1.4M) and Quinn Opportunity Partners LLC ($722K). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions3$334K
Exits7$131K

All 13F filers, Q4 2024 → Q1 2025: 491,441 shares bought and 176,285 shares sold, net +315,156 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 37 holders

Grace & White Inc. 0.60% Add +7.3% 2,125,587 $3.1M
Vanguard Group Inc. 0.00% No change 968,465 $1.4M
Quinn Opportunity Partners LLC 0.05% Add +1.1% 498,008 $722K
BlackRock, Inc. 0.00% Reduce -0.3% 363,810 $528K
Geode Capital Management, LLC 0.00% Add +3.3% 240,480 $349K
Dimensional Fund Advisors LP 0.00% Reduce -14.9% 215,869 $313K
US Bancorp \de 0.00% Add +11.9% 160,128 $232K
AMH Equity Ltd 0.32% New 144,000 $209K
Perritt Capital Management Inc 0.10% Add +13.7% 120,000 $174K
Bridgeway Capital Management, LLC 0.00% Add +7.7% 97,318 $141K
Empowered Funds, LLC 0.00% Add +8.1% 92,318 $134K
State Street Corp. 0.00% No change 74,465 $108K
Gsa Capital Partners LLP 0.01% New 68,856 $100K
Renaissance Technologies 0.00% Reduce -44.0% 61,200 $89K
Essex Investment Management Co. LLC 0.02% No change 60,782 $88K
O'shaughnessy Asset Management, LLC 0.00% Reduce -13.3% 59,839 $87K
Susquehanna International Group, LLP 0.00% Add +212.3% 57,968 $84K
Squarepoint Ops LLC 0.00% Add +30.7% 52,990 $77K
Royal Bank of Canada 0.00% No change 45,400 $66K
LPL Financial LLC 0.00% Reduce -11.9% 38,428 $56K
Northern Trust Corp. 0.00% No change 36,729 $53K
Mariner, LLC 0.00% No change 30,000 $44K
Ritholtz Wealth Management 0.00% Reduce -13.3% 27,204 $39K
Goldman Sachs Group Inc. 0.00% New 17,131 $25K
Legato Capital Management LLC 0.00% No change 14,806 $21K
Alerus Financial NA 0.00% No change 13,239 $19K
Osaic Holdings, Inc. 0.00% Add +27.1% 12,390 $18K
NewEdge Advisors, LLC 0.00% No change 12,200 $18K
James Investment Research, Inc. 0.00% No change 12,100 $18K
PFG Investments, LLC 0.00% No change 10,000 $15K
Simplex Trading, LLC 0.00% Add +211.5% 4,806 $6K
SBI Securities Co., Ltd. 0.00% Add +8.4% 2,155 $3K
Wells Fargo & Company 0.00% No change 865 $1K
Bank of America Corp. 0.00% Add +1.4% 678 $983
Morgan Stanley 0.00% Add +40.5% 451 $654
JPMorgan Chase & Co. 0.00% Reduce -6.5% 43 $62
UBS Group AG 0.00% Reduce -99.9% 1 $1

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