Security Snapshot

BROADWIND, INC. - COMMON STOCK $0.001 PAR VALUE (BWEN) Institutional Ownership

CUSIP: 11161T207

13F Institutional Holders and Ownership History from Q1 2014 to Q3 2026

13F reference period

Q2 2026

Institutions Reporting

58

Shares (Excl. Options)

8.11MFull value: 8,105,887 · shares · 30 Jun 2026

Price

$4.83

The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+1,040,536
Value change
+$7,766,303
Number of holders
58
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
23,210,841
SEC-reported price per share
$4.18
Insider filing price
$4.18
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source

Key facts

  • BWEN - BROADWIND, INC. - COMMON STOCK $0.001 PAR VALUE is tracked under CUSIP 11161T207.
  • 58 institutions reported positions in Q2 2026.
  • 2 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 54 to 58 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from
    $14.65MFull value: $14,645,968 · USD · 31 Mar 2026
    to
    $39.15MFull value: $39,150,961 · USD · 30 Jun 2026
    .

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 58 institutions filings for Q2 2026.

Open SEC evidence

Security key

11161T207

13F reference period

Q2 2026

13F holders

58

13D/G owners

2

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
2
Security
BWEN
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
GRACE & WHITE INC /NY 8.8% -2% $5,787,168 +$158,537 2,042,554 +2.8% GRACE & WHITE, INC 31 Dec 2025
DELAWARE CHARTER GUARANTEE & TRUST CO 7.3% $3,505,750 1,669,405 Delaware Charter Guarantee & Trust Company dba Principal Trust Company as Directed Trustee for the Broadwind, Inc. Employees' 401(k) 14 Nov 2025
As of 30 Jun 2026, 58 institutional investors reported holding
8.11MFull value: 8,105,887 · shares · 30 Jun 2026
shares of BROADWIND, INC. - COMMON STOCK $0.001 PAR VALUE (BWEN). This represents 35% of the company’s total
23.21MFull value: 23,210,841 · shares · Stored outstanding share count
outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
32%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
GRACE & WHITE INC /NY 7.7% 1,782,073 -11% 1.4% $8,607,413
AIGH Capital Management LLC 5% 1,156,000 0.51% $5,583,480
VANGUARD CAPITAL MANAGEMENT LLC 3.9% 912,824 +4.1% 0% $4,408,940
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 2% 475,439 +9.3% 0% $2,296,370
BlackRock, Inc. 1.7% 389,947 +6.6% 0% $1,883,445
DIMENSIONAL FUND ADVISORS LP 1.5% 342,455 +17% 0% $1,654,058
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1.1% 244,432 +292% 0% $1,180,607
GEODE CAPITAL MANAGEMENT, LLC 1% 240,136 -4.3% 0% $1,160,133
JANE STREET GROUP, LLC 0.79% 182,919 +123% 0% $883,499
Informed Momentum Co LLC 0.76% 176,250 0.08% $851,288
ACADIAN ASSET MANAGEMENT LLC 0.71% 164,477 +36% 0% $794,000
US BANCORP \DE\ 0.69% 160,128 0% 0% $773,418
Aristides Capital LLC 0.67% 156,500 +8% 0.19% $755,895
RENAISSANCE TECHNOLOGIES LLC 0.64% 149,186 -23% 0% $720,568
RAYMOND JAMES FINANCIAL INC 0.61% 140,946 0% $680,770
VANGUARD FIDUCIARY TRUST CO 0.55% 126,503 +11% 0% $611,009
SIMPLEX TRADING, LLC 0.49% 113,080 +2777% 0.01% $546,176
SEI INVESTMENTS CO 0.45% 104,414 0% $504,320
ESSEX INVESTMENT MANAGEMENT CO LLC 0.41% 94,671 -0.12% 0.06% $457,261
STATE STREET CORP 0.34% 79,215 -1.3% 0% $382,608
GOLDMAN SACHS GROUP INC 0.31% 71,733 -10% 0% $346,470
ALGERT GLOBAL LLC 0.29% 67,416 +227% 0% $325,619
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.25% 58,988 -68% 0.01% $284,912
GROUP ONE TRADING LLC 0.25% 58,168 +332% 0.01% $280,951
CITADEL ADVISORS LLC 0.22% 52,045 +8% 0% $251,377

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
51
Headline period
Q2 2026
Rows shown
1-25 of 51
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q3 1,917,039 $8,013,224 -$166,666 $4.18 5
2026 Q2 8,105,887 $39,150,961 +$7,766,303 $4.83 58
2026 Q1 7,042,651 $14,645,968 +$127,924 $2.08 54
2025 Q4 6,919,433 $19,581,645 +$3,097,494 $2.83 49
2025 Q3 6,137,835 $12,887,675 -$10,487 $2.10 44
2025 Q2 6,164,950 $11,173,975 +$803,055 $1.81 41
2025 Q1 5,740,709 $8,323,476 +$423,551 $1.45 37
2024 Q4 5,424,010 $10,196,069 -$1,690,565 $1.88 40
2024 Q3 6,170,275 $13,987,887 -$595,216 $2.27 42
2024 Q2 6,295,936 $20,513,058 +$1,414,718 $3.28 52
2024 Q1 5,846,690 $13,915,126 +$44,632 $2.38 46
2023 Q4 5,833,597 $16,159,276 -$3,520,340 $2.77 51
2023 Q3 6,860,720 $21,954,144 -$168,042 $3.20 49
2023 Q2 6,850,983 $26,160,531 -$2,844,336 $3.82 53
2023 Q1 7,598,633 $29,155,464 +$12,024,085 $3.84 53
2022 Q4 4,572,327 $8,237,623 -$1,665,679 $1.79 39
2022 Q3 5,061,785 $15,278,063 +$2,795,214 $3.02 35
2022 Q2 4,069,759 $6,675,041 -$91,289 $1.64 26
2022 Q1 4,165,840 $9,040,054 -$595,468 $2.17 29
2021 Q4 4,484,833 $8,434,047 -$3,106,182 $1.88 32
2021 Q3 5,683,662 $14,716,065 -$8,596,347 $2.59 44
2021 Q2 7,250,964 $32,846,000 +$104,473 $4.53 40
2021 Q1 7,035,315 $46,437,765 -$7,565,106 $6.60 40
2020 Q4 8,118,294 $64,654,198 +$8,864,161 $7.93 43
2020 Q3 6,800,136 $19,512,072 +$488,241 $2.87 34
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