BWEN — BROADWIND INC
Reported value held$10.83M
Funds holding (latest)22
SectorCommunication Services
Funds holding (Q2 2026)12
Institutional value$7.22M · 1.50M sh
New / Add / Cut / Exit2 / 4 / 5 / 1
Top-5 / Top-10 concentration89.7% / 100.0%
Institutional holdings change
Reducing -16.4%
(-293.95K sh)
Institutional value change
Up +94.1%
As of Q2 2026, 12 SEC-registered investment managers reported holding BWEN (BROADWIND INC) in their latest 13F filings, with a combined reported value of $7.22M across 1.50M shares. That is -16.4% by share count (-293.95K shares) versus the previous quarter, while reported value moved +94.1%. Ownership is concentrated: the five largest holders account for 89.7% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 2 opened new positions, 4 added to existing stakes, 5 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
BWEN is classified in the Communication Services sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 12 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Arrowstreet Capital history | 475.44K | $2.30M | 0.00% | Add |
| BlackRock Inc history | 389.95K | $1.88M | 0.00% | Add |
| Geode Capital Management history | 240.14K | $1.16M | 0.00% | Reduce |
| Renaissance Technologies history | 149.19K | $720.57K | 0.00% | Reduce |
| Citadel Advisors history | 86.55K | $418.01K | 0.00% | Reduce |
| Goldman Sachs Group history | 71.73K | $346.47K | 0.00% | Reduce |
| Northern Trust Corp history | 45.86K | $221.49K | 0.00% | Add |
| Two Sigma Investments history | 30.16K | $145.69K | 0.00% | New |
| Citigroup Inc history | 4.27K | $20.62K | 0.00% | New |
| UBS Group AG history | 1.81K | $8.77K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 558 | $2.70K | 0.00% | Add |
| Morgan Stanley history | 10 | $48 | 0.00% | Hold |
Q1 2026 — 11 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Arrowstreet Capital history | 434.86K | $904.51K | 0.00% | Add |
| BlackRock Inc history | 365.85K | $760.96K | 0.00% | Reduce |
| Marshall Wace history | 297.45K | $618.70K | 0.00% | Add |
| Geode Capital Management history | 251.03K | $522.24K | 0.00% | Add |
| Renaissance Technologies history | 193.86K | $403.23K | 0.00% | Reduce |
| Citadel Advisors history | 120.40K | $250.43K | 0.00% | Reduce |
| Goldman Sachs Group history | 79.73K | $165.85K | 0.00% | Reduce |
| Northern Trust Corp history | 40.54K | $84.32K | 0.00% | Add |
| UBS Group AG history | 5.85K | $12.17K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 37 | $77 | 0.00% | Hold |
| Morgan Stanley history | 10 | $21 | 0.00% | Hold |
Q4 2025 — 14 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 1.00M | $2.84M | 0.00% | Hold |
| BlackRock Inc history | 368.33K | $1.04M | 0.00% | Add |
| Marshall Wace history | 281.34K | $796.18K | 0.00% | New |
| Geode Capital Management history | 239.95K | $679.19K | 0.00% | Add |
| Renaissance Technologies history | 203.93K | $577.13K | 0.00% | Add |
| Arrowstreet Capital history | 171.04K | $484.03K | 0.00% | New |
| Citadel Advisors history | 121.12K | $342.77K | 0.00% | Add |
| Goldman Sachs Group history | 84.57K | $239.34K | 0.00% | Add |
| Northern Trust Corp history | 29.09K | $82.31K | 0.00% | Reduce |
| UBS Group AG history | 11.43K | $32.34K | 0.00% | Add |
| Citigroup Inc history | 5.90K | $16.69K | 0.00% | New |
| Bank of America Corp history | 125 | $354 | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 37 | $104 | 0.00% | New |
| Morgan Stanley history | 10 | $28 | 0.00% | Hold |
Q3 2025 — 11 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 1.01M | $2.11M | 0.00% | Reduce |
| BlackRock Inc history | 366.16K | $768.95K | 0.00% | Add |
| Geode Capital Management history | 235.61K | $494.90K | 0.00% | Hold |
| Renaissance Technologies history | 145.00K | $304.50K | 0.00% | Add |
| Citadel Advisors history | 117.75K | $247.27K | 0.00% | Add |
| Goldman Sachs Group history | 61.28K | $128.69K | 0.00% | Add |
| Northern Trust Corp history | 29.54K | $62.02K | 0.00% | Reduce |
| Wells Fargo & Co history | 500 | $1.05K | 0.00% | New |
| Bank of America Corp history | 122 | $256 | 0.00% | Reduce |
| Morgan Stanley history | 10 | $21 | 0.00% | Reduce |
| UBS Group AG history | 7 | $15 | 0.00% | Reduce |
Q2 2025 — 11 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 1.08M | $1.96M | 0.00% | Add |
| BlackRock Inc history | 363.64K | $658.19K | 0.00% | Hold |
| Geode Capital Management history | 235.49K | $426.32K | 0.00% | Reduce |
| Renaissance Technologies history | 65.40K | $118.37K | 0.00% | Add |
| Goldman Sachs Group history | 60.72K | $109.90K | 0.00% | Add |
| UBS Group AG history | 43.15K | $78.10K | 0.00% | Add |
| Northern Trust Corp history | 36.73K | $66.48K | 0.00% | Hold |
| Citadel Advisors history | 22.78K | $41.23K | 0.00% | Reduce |
| Millennium Management history | 16.71K | $30.25K | 0.00% | New |
| Morgan Stanley history | 331 | $599 | 0.00% | Reduce |
| Bank of America Corp history | 313 | $566 | 0.00% | Reduce |
Q1 2025 — 12 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 968.47K | $1.40M | 0.00% | Hold |
| BlackRock Inc history | 363.81K | $527.52K | 0.00% | Hold |
| Geode Capital Management history | 240.48K | $348.78K | 0.00% | Add |
| Renaissance Technologies history | 61.20K | $88.74K | 0.00% | Reduce |
| Northern Trust Corp history | 36.73K | $53.26K | 0.00% | Hold |
| Citadel Advisors history | 26.40K | $38.28K | 0.00% | New |
| Goldman Sachs Group history | 17.13K | $24.84K | 0.00% | New |
| Wells Fargo & Co history | 865 | $1.25K | 0.00% | Hold |
| Bank of America Corp history | 678 | $983 | 0.00% | Add |
| Morgan Stanley history | 451 | $654 | 0.00% | Add |
| JPMorgan Chase & Co history | 43 | $62 | 0.00% | Reduce |
| UBS Group AG history | 1 | $1 | 0.00% | Reduce |
New Positions (Q2 2026)
- Two Sigma Investments 30.16K sh · $145.69K
- Citigroup Inc 4.27K sh · $20.62K
Fully Exited (vs previous quarter)
- Marshall Wace sold 297.45K sh · $618.70K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Arrowstreet Capital | 475.44K | 434.86K | 171.04K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| BlackRock Inc | 389.95K | 365.85K | 368.33K | 366.16K | 363.64K | 363.81K | 364.73K | 364.79K | — | — | — | — | — | — | — | — | — | — | — | — |
| Geode Capital Management | 240.14K | 251.03K | 239.95K | 235.61K | 235.49K | 240.48K | 232.77K | 227.74K | 214.80K | 208.10K | 196.60K | 196.45K | 195.34K | 192.51K | 161.51K | 156.50K | 130.16K | 126.65K | 126.65K | 126.65K |
| Renaissance Technologies | 149.19K | 193.86K | 203.93K | 145.00K | 65.40K | 61.20K | 109.30K | 131.88K | 83.80K | 50.74K | 101.70K | 107.63K | 126.70K | 134.20K | 221.25K | 114.30K | — | 14.24K | 70.52K | 20.40K |
| Citadel Advisors | 86.55K | 120.40K | 121.12K | 117.75K | 22.78K | 26.40K | — | 15.30K | 18.86K | 70.04K | 30.21K | 15.62K | 66.23K | 53.90K | 84.79K | 56.65K | 32.48K | 42.60K | 93.63K | 113.03K |
| Goldman Sachs Group | 71.73K | 79.73K | 84.57K | 61.28K | 60.72K | 17.13K | — | — | 63.58K | — | — | 14.66K | 15.45K | 28.53K | — | — | — | — | 38.28K | 71.20K |
| Northern Trust Corp | 45.86K | 40.54K | 29.09K | 29.54K | 36.73K | 36.73K | 36.73K | 36.73K | 36.95K | 34.52K | 36.65K | 31.73K | 32.02K | 32.07K | 29.30K | 29.30K | 29.30K | 29.30K | 29.30K | 29.30K |
| Two Sigma Investments | 30.16K | — | — | — | — | — | — | — | — | — | — | 49.97K | 102.50K | 171.34K | — | — | — | — | — | — |
| Citigroup Inc | 4.27K | — | 5.90K | — | — | — | — | — | — | — | — | — | — | — | — | — | 5 | — | — | — |
| UBS Group AG | 1.81K | 5.85K | 11.43K | 7 | 43.15K | 1 | 901 | 1 | 5.28K | 11.67K | 2.70K | — | — | — | — | — | 1.60K | — | 5.26K | 22.13K |
| Fidelity Management & Research (FMR) | 558 | 37 | 37 | — | — | — | — | — | 50 | — | — | — | — | — | — | — | — | — | — | — |
| Morgan Stanley | 10 | 10 | 10 | 10 | 331 | 451 | 321 | 1.42K | 1.49K | 9.86K | 12.96K | 13.46K | 8.18K | 8.14K | 8.24K | 8.23K | 8.23K | 7.31K | 5.97K | 10.75K |
| Bank of America Corp | — | — | 125 | 122 | 313 | 678 | 669 | 269 | 261 | 100 | 112 | 2.40K | 2.94K | 654 | 122 | 100 | 100 | 14.41K | 14.43K | 87.37K |
| Marshall Wace | — | 297.45K | 281.34K | — | — | — | — | — | — | 43.85K | 96.17K | 103.02K | 37.65K | 102.23K | — | — | — | — | 44.44K | 71.80K |
| Vanguard Group | — | — | 1.00M | 1.01M | 1.08M | 968.47K | 968.47K | 982.78K | 982.78K | 982.78K | 982.78K | 982.78K | 982.78K | 961.58K | 645.43K | 645.08K | 641.05K | 648.80K | 713.63K | 716.74K |
| Wells Fargo & Co | — | — | — | 500 | — | 865 | 865 | 1.97K | 1.97K | 2.02K | 2.01K | 2.00K | 2.00K | 2.00K | 1.99K | 1.99K | 2.99K | 1.97K | 974 | 2.97K |
| JPMorgan Chase & Co | — | — | — | — | — | 43 | 46 | — | — | 47 | 121 | — | 21.39K | 124.89K | — | — | — | — | — | — |
| Balyasny Asset Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 24.85K |
| Lazard Asset Management | — | — | — | — | — | — | — | 535 | — | — | — | — | — | — | — | — | — | — | — | — |
| Millennium Management | — | — | — | — | 16.71K | — | 10.90K | 33.70K | 82.39K | 58.31K | 122.18K | 124.01K | 112.34K | 375.64K | 165.34K | 176.82K | 28.12K | — | 70.39K | 216.39K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details