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

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

Type / Class
Equity / COMMON STOCK $0.001 PAR VALUE
Symbol
BWEN on Nasdaq
Shares outstanding
23,210,841
Price per share
$3.57
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
6,919,433
Total reported value
$19,581,645
% of total 13F portfolios
0%
Share change
+1,083,980
Value change
+$3,097,494
Number of holders
49
Price from insider filings
$3.57
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of BROADWIND, INC. - COMMON STOCK $0.001 PAR VALUE (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 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 31 Dec 2025, 49 institutional investors reported holding 6,919,433 shares of BROADWIND, INC. - COMMON STOCK $0.001 PAR VALUE (BWEN). This represents 30% of the company’s total 23,210,841 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of BROADWIND, INC. - COMMON STOCK $0.001 PAR VALUE (BWEN) together control 28% 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 8.7% 2,030,554 -4.3% 1% $5,746,468
VANGUARD GROUP INC 4.3% 1,004,656 -0.16% 0% $2,843,177
Quinn Opportunity Partners LLC 2.2% 502,008 0% 0.06% $1,420,683
BlackRock, Inc. 1.6% 368,330 +0.59% 0% $1,042,374
MARSHALL WACE, LLP 1.2% 281,337 0% $796,185
DIMENSIONAL FUND ADVISORS LP 1.1% 265,255 +17% 0% $750,671
GEODE CAPITAL MANAGEMENT, LLC 1% 239,946 +1.8% 0% $679,191
RENAISSANCE TECHNOLOGIES LLC 0.88% 203,932 +41% 0% $577,128
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.74% 171,036 0% $484,032
US BANCORP \DE\ 0.69% 160,128 0% 0% $453,162
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.68% 158,099 +77% 0% $447,420
Aristides Capital LLC 0.55% 128,133 0.13% $362,616
JANE STREET GROUP, LLC 0.53% 123,659 +821% 0% $349,956
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.53% 123,166 +9.5% 0.01% $348,560
Empowered Funds, LLC 0.51% 118,166 +9.9% 0.01% $334,410
CITADEL ADVISORS LLC 0.45% 103,322 -1.5% 0% $292,401
CAPTRUST FINANCIAL ADVISORS 0.42% 97,000 0% $274,510
ESSEX INVESTMENT MANAGEMENT CO LLC 0.41% 94,788 0% 0.04% $268,250
GOLDMAN SACHS GROUP INC 0.36% 84,573 +38% 0% $239,342
STATE STREET CORP 0.35% 80,265 +7.8% 0% $227,150
Pekin Hardy Strauss, Inc. 0.32% 75,000 +42% 0.02% $212,250
Quadrature Capital Ltd 0.26% 60,154 0% $170,236
XTX Topco Ltd 0.23% 52,577 +88% 0% $148,793
CORSAIR CAPITAL MANAGEMENT, L.P. 0.22% 50,000 +400% 0.02% $141,500
Centiva Capital, LP 0.16% 37,725 0.01% $106,762

Institutional Holders of BROADWIND, INC. - COMMON STOCK $0.001 PAR VALUE (BWEN) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
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
2020 Q2 6,515,176 $24,437,094 -$424,045 $3.75 35
2020 Q1 6,798,450 $9,529,035 -$337,877 $1.40 27
2019 Q4 7,035,983 $11,684,042 +$374,097 $1.66 26
2019 Q3 6,566,976 $11,098,042 +$482,848 $1.69 26
2019 Q2 6,228,176 $13,834,056 +$714,234 $2.22 30
2019 Q1 5,908,446 $9,923,042 -$629,438 $1.68 26
2018 Q4 6,237,578 $8,107,000 -$191,145 $1.30 28
2018 Q3 6,173,982 $13,459,000 +$330,643 $2.18 31
2018 Q2 6,148,552 $14,509,000 -$699,216 $2.36 34
2018 Q1 6,454,394 $14,198,000 -$512,145 $2.20 34
2017 Q4 6,675,036 $18,155,000 -$4,279,917 $2.72 38
2017 Q3 8,018,373 $25,977,000 -$1,176,768 $3.24 44
2017 Q2 8,214,924 $41,394,000 +$9,319,452 $5.04 49
2017 Q1 5,917,523 $49,289,000 +$8,156,128 $8.33 52
2016 Q4 5,543,844 $22,425,000 +$985,056 $4.04 47
2016 Q3 5,414,488 $23,826,000 +$2,192,718 $4.40 49
2016 Q2 4,917,436 $20,750,000 +$1,631,412 $4.22 43
2016 Q1 4,536,738 $13,657,000 -$1,050,275 $3.01 26
2015 Q4 4,978,079 $10,355,000 -$1,156,572 $2.08 30
2015 Q3 4,938,611 $10,219,000 -$671,384 $2.07 34
2015 Q2 4,795,696 $20,335,679 -$2,217,261 $4.24 37
2015 Q1 5,169,769 $25,832,000 -$1,701,557 $5.00 45
2014 Q4 5,473,965 $29,450,000 -$6,062,346 $5.39 51
2014 Q3 6,212,211 $46,525,000 -$1,391,540 $7.49 54
2014 Q2 6,357,791 $55,750,000 +$9,887,603 $8.77 62
2014 Q1 586,014 $7,121,000 +$3,127,373 $10.00 10