BWEN

Broadwind Inc Cross-source read
MaterialsCUSIP 11161T207

Among active 13F managers last quarter, 9 opened and 8 added, while 6 reduced; the largest holder to move was Grace & White Inc (−11%). No open-market insider trades in the last 180 days.

Tracked 13F holders
52
14 in Q2 2026 filings
13F value (tracked)
$27.3M
Smart-money readBullish
Net sellingNet buying
Funds · active managers, latest 13F
17 adding · 6 trimming
Insiders · Form 4 open-market, 180d
0 buying · 0 selling
US House · STOCK Act, 180d
0 buying · 0 selling

Funds lean in and no leg opposes.

Who owns BWEN?

52 tracked 13F filers · ranked by shares held

52 tracked 13F filers disclose a position in BWEN as of the latest SEC 13F filings, a combined $27.3M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1Grace & White Inc1.8M
$8.6M
−11%
Reduced · −215K sh
Q2 2026
2AIGH Capital Management LLC1.2M
$5.6M
New
+1.2M sh
Q2 2026
3Vanguard Capital Management LLC877K
$1.8M
New filer
Inherited book · not a new buyer
Q1 2026
4Quinn Opportunity Partners LLC472K
$981K
−6.0%
Reduced · −30K sh
Q1 2026
5Arrowstreet Capital, Limited Partnership435K
$905K
+154%
Added · +264K sh
Q1 2026
6BlackRock, Inc.366K
$761K
−0.7%
Reduced · −2K sh
Q1 2026
7Marshall Wace, LLP297K
$619K
+5.7%
Added · +16K sh
Q1 2026
8Dimensional Fund Advisors LP292K
$607K
+10%
Added · +27K sh
Q1 2026
9Geode Capital Management, LLC240K
$1.2M
−4.3%
Reduced · −11K sh
Q2 2026
10Renaissance Technologies LLC194K
$403K
−4.9%
Reduced · −10K sh
Q1 2026
11Bridgeway Capital Management, LLC187K
$388K
+52%
Added · +64K sh
Q1 2026
12Informed Momentum Co LLC176K
$851K
New
+176K sh
Q2 2026
13US Bancorp160K
$333K
Held
Q1 2026
14Aristides Capital LLC157K
$756K
+8.0%
Added · +12K sh
Q2 2026
15Empowered Funds, LLC128K
$266K
+8.1%
Added · +10K sh
Q1 2026
16Vanguard Fiduciary Trust Co114K
$236K
New filer
Inherited book · not a new buyer
Q1 2026
17Essex Investment Management Co LLC95K
$457K
−0.1%
Reduced · −117 sh
Q2 2026
18Jane Street Group, LLC82K
$171K
−34%
Reduced · −41K sh
Q1 2026
19Goldman Sachs Group Inc80K
$166K
−5.7%
Reduced · −5K sh
Q1 2026
20State Street Corp79K
$383K
−1.3%
Reduced · −1K sh
Q2 2026
21Algert Global LLC67K
$326K
+227%
Added · +47K sh
Q2 2026
22Susquehanna International Group, LLP62K
$130K
−61%
Reduced · −96K sh
Q1 2026
23Citadel Advisors LLC52K
$251K
+8.0%
Added · +4K sh
Q2 2026
24XTX Topco Ltd45K
$93K
−15%
Reduced · −8K sh
Q1 2026
25Northern Trust Corp41K
$84K
+39%
Added · +11K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is BWEN being bought or sold by institutions?

Last quarter, 9 funds opened a new position in BWEN and 8 added to an existing one, while 6 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
9
funds took a first position
Added
8
added to an existing position
Reduced
6
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own BWEN also own

CompanyCo-held byTheir position there
Alphabet Inc-CL AGOOGL25 funds$8.8B
Microsoft CorpMSFT24 funds$13.4B
Apple IncAAPL23 funds$12.8B
Amazon.com IncAMZN23 funds$11.9B
Costco Wholesale CorpCOST23 funds$1.7B
Alphabet Inc-CL CGOOG22 funds$6.5B
Micron Technology IncMU22 funds$4.5B
Tesla IncTSLA22 funds$2.5B
JPMorgan Chase & CoJPM22 funds$1.6B
Berkshire Hathaway Inc-CL BBRK/B22 funds$1.2B
Bristol-Myers Squibb CoBMY22 funds$1.1B
Visa Inc-Class A SharesV22 funds$839.8M

Ranked by how many of BWEN's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BWEN.

Insider activity (Form 4)

Full insider page →
Net · 180d
$0
0 open-market transactions
DateInsiderRoleActionSharesValue
Jun 9, 2025Schueller Daniel E.Pres., Broadwind Heavy Fab.Sell (S)3K$6K
Aug 16, 2024Blashford Eric B.President and CEOBuy (P)5K$11K
May 28, 2024Schueller Daniel E.Pres., Broadwind Heavy Fab.Sell (S)6K$26K
Nov 16, 2023Shivaram Sachin MDirectorBuy (P)10K$22K
Sep 6, 2023Wagner Thomas A.DirectorSell (S)10K$40K
Aug 21, 2023Press Jeanette A.DirectorBuy (P)250$980
Aug 21, 2023Kennedy Hayes M.Chief Human Resources OfficerBuy (P)3K$10K
Aug 18, 2023Wood Cary BDirectorBuy (P)1K$4K
Aug 18, 2023Shivaram Sachin MDirectorBuy (P)26K$95K
Aug 17, 2023Blashford Eric B.President and CEOBuy (P)6K$21K
Aug 17, 2023Shivaram Sachin MDirectorBuy (P)2K$6K
Aug 16, 2023Schueller Daniel E.Pres., Broadwind Heavy Fab.Buy (P)3K$11K

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
1216
Insiders
Form 4 open-market
00$0
US House
STOCK Act trades
00$0
Sector rotation
BWEN is in Materials, which smart money is rotating OUT OF
$2.8B

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

14 tracked filers in Q2 2026 filingsstill filing
02448Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $17.1M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

15 most recent

Keep exploring

Connected entities for BWEN

Browse more

Build

Ask your agent what changed in BWEN

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/BWEN/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for BWEN.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + the live filing stream, joined for BWEN. Filings are public domain, sourced to SEC EDGAR.