BROADWIND, INC. - Common Stock, par value $0.01 per share (BWEN) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock, par value $0.01 per share
Symbol
BWEN on Nasdaq
Shares outstanding
22,868,562
Price per share
$2.83
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
6,137,835
Total reported value
$12,887,675
% of total 13F portfolios
0%
Share change
-27,115
Value change
-$10,493
Number of holders
44
Price from insider filings
$2.83
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of BROADWIND, INC. - Common Stock, par value $0.01 per share (BWEN) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
GRACE & WHITE INC /NY 9% $3,039,496 1,986,599 GRACE & WHITE, INC. 31 Dec 2024
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 Sep 2025, 44 institutional investors reported holding 6,137,835 shares of BROADWIND, INC. - Common Stock, par value $0.01 per share (BWEN). This represents 27% of the company’s total 22,868,562 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of BROADWIND, INC. - Common Stock, par value $0.01 per share (BWEN) together control 26% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
GRACE & WHITE INC /NY 9.3% 2,122,587 -0.14% 0.79% $4,457,433
VANGUARD GROUP INC 4.4% 1,006,221 -7% 0% $2,113,064
Quinn Opportunity Partners LLC 2.2% 502,008 0% 0.08% $1,054,217
BlackRock, Inc. 1.6% 366,164 +0.69% 0% $768,946
AMH Equity Ltd 1.4% 323,382 0% 0.85% $679,102
GEODE CAPITAL MANAGEMENT, LLC 1% 235,614 +0.05% 0% $494,901
DIMENSIONAL FUND ADVISORS LP 0.99% 226,011 +4.7% 0% $474,623
US BANCORP \DE\ 0.7% 160,128 0% 0% $336,269
RENAISSANCE TECHNOLOGIES LLC 0.63% 145,000 +122% 0% $304,500
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.49% 112,508 +10% 0.01% $236,267
Empowered Funds, LLC 0.47% 107,508 +11% 0% $225,767
CITADEL ADVISORS LLC 0.46% 104,846 +360% 0% $220,177
ESSEX INVESTMENT MANAGEMENT CO LLC 0.41% 94,788 0% 0.03% $199,055
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.39% 89,369 +46% 0% $187,675
STATE STREET CORP 0.33% 74,465 0% 0% $156,377
GOLDMAN SACHS GROUP INC 0.27% 61,283 +0.93% 0% $128,694
Pekin Hardy Strauss, Inc. 0.23% 53,000 0.01% $111,300
GSA CAPITAL PARTNERS LLP 0.2% 45,207 -3.8% 0.01% $95,000
Mariner, LLC 0.13% 30,852 0% 0% $64,789
NORTHERN TRUST CORP 0.13% 29,535 -20% 0% $62,024
XTX Topco Ltd 0.12% 27,925 +104% 0% $58,643
Legato Capital Management LLC 0.1% 22,289 0% 0.01% $46,807
Advisory Services Network, LLC 0.09% 20,416 0% 0% $42,874
LPL Financial LLC 0.09% 19,535 -37% 0% $41,024
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.08% 18,913 -66% 0% $39,717

Institutional Holders of BROADWIND, INC. - Common Stock, par value $0.01 per share (BWEN) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 30 $85 +$85 $2.83 1
2025 Q3 6,137,835 $12,887,675 -$10,493 $2.10 44
2025 Q2 6,164,950 $11,173,975 +$803,054 $1.81 41
2025 Q1 5,740,709 $8,323,476 +$423,550 $1.45 37
2024 Q4 5,424,536 $10,199,958 -$1,689,577 $1.88 40
2024 Q3 6,170,275 $13,987,887 -$595,219 $2.27 43
2024 Q2 6,295,936 $20,513,058 +$1,414,714 $3.28 52
2024 Q1 5,846,690 $13,915,126 +$52,015 $2.38 47
2023 Q4 0 $0 -$57,280 $2.83 0
2023 Q3 6,860,720 $21,954,144 -$168,046 $3.20 49
2023 Q2 6,850,983 $26,160,531 -$2,737,336 $3.82 53
2023 Q1 7,570,726 $29,048,464 +$12,003,676 $3.84 52
2022 Q4 4,553,674 $8,150,621 -$1,666,892 $1.79 36
2022 Q3 5,015,077 $15,136,855 +$2,707,545 $3.02 33
2022 Q2 4,053,923 $6,649,041 -$117,294 $1.64 24
2022 Q1 4,165,840 $9,040,054 -$594,515 $2.17 29
2021 Q4 4,484,833 $8,434,047 -$3,106,180 $1.88 32
2021 Q3 5,683,662 $14,716,065 -$8,590,693 $2.59 44
2021 Q2 7,238,402 $32,788,000 +$175,109 $4.53 40
2021 Q1 7,026,159 $46,377,765 -$7,598,692 $6.60 40
2020 Q4 8,109,294 $64,494,198 +$8,820,234 $7.93 41
2020 Q3 6,800,136 $19,512,072 +$502,786 $2.87 34
2020 Q2 6,507,672 $24,409,094 -$1,772,687 $3.75 33
2020 Q1 6,448,868 $9,027,035 -$114,309 $1.40 25
2019 Q4 7,033,640 $11,680,042 +$372,075 $1.66 24
2019 Q3 6,565,676 $11,096,042 +$229,370 $1.69 24
2019 Q2 5,627,641 $12,491,056 +$677,275 $2.22 26
2019 Q1 5,907,946 $9,922,042 -$201,383 $1.68 25
2018 Q4 6,022,450 $7,827,000 -$79,131 $1.30 26
2018 Q3 6,173,870 $13,458,000 +$355,642 $2.18 30
2018 Q2 6,148,440 $14,508,000 -$699,215 $2.36 33
2018 Q1 6,454,282 $14,197,000 -$511,139 $2.20 33
2017 Q4 6,674,726 $18,153,000 -$4,279,914 $2.72 36
2017 Q3 8,018,261 $25,976,000 -$998,198 $3.24 43
2017 Q2 8,214,924 $41,394,000 +$10,304,031 $5.04 49
2017 Q1 5,917,523 $49,289,000 +$8,146,864 $8.33 52
2016 Q4 5,543,732 $22,424,000 +$985,053 $4.04 46
2016 Q3 5,414,024 $23,824,000 +$2,191,711 $4.40 47
2016 Q2 4,917,436 $20,750,000 +$1,630,641 $4.22 43
2016 Q1 4,536,626 $13,656,000 -$1,051,315 $3.01 25
2015 Q4 4,969,990 $10,337,000 -$1,151,590 $2.08 28
2015 Q3 4,935,999 $10,213,000 -$677,629 $2.07 32
2015 Q2 4,777,103 $20,255,679 -$2,200,000 $4.24 34
2015 Q1 5,116,666 $25,565,000 -$1,775,774 $5.00 42
2014 Q4 5,473,701 $29,448,000 +$1,416,981 $5.39 49
2014 Q3 6,191,465 $46,370 -$2,060,301 $0.01 54
2014 Q2 6,357,050 $55,744,000 +$5,729,351 $8.77 61
2014 Q1 5,502,412 $67,198,000 +$12,686,948 $12.22 49