BWENNasdaqNonferrous Foundries (Castings)Fiscal year ends December 31
BROADWIND, INC.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 11, 2026
$3.27−0.01 (-0.30%)
Close on Oct 19, 2026
- Market cap
- $76.83M
- P/E (TTM)
- 14.2
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
34.1%
8M of 24M shares
Institutional holders
57
14 new, 11 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Grace & White, Inc | 2,042,554 | 8.80% | 13G (passive) amendment | Dec 31, 2025 |
| Grace & White, Inc. | 1,986,599 | 8.98% | 13G (passive) amendment | Dec 31, 2024 |
| Delaware Charter Guarantee & Trust Company dba Principal Trust Company as Directed Trustee for the Broadwind, Inc. Employees' 401(k) | 1,669,405 | 7.30% | 13G (passive) | Nov 14, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of BWEN | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Grace & White Inc /Ny | 1,782,073 | 7.53% | $8.61M | −215,422 | 1.36% |
| AIGH Capital Management LLC | 1,156,000 | 4.89% | $5.58M | New | 0.35% |
| Vanguard Capital Management LLC | 912,824 | 3.86% | $4.41M | +35,827 | 0.00% |
| Arrowstreet Capital, Limited Partnership | 475,439 | 2.01% | $2.30M | +40,578 | 0.00% |
| BlackRock, Inc. | 389,947 | 1.65% | $1.88M | +24,102 | 0.00% |
| Dimensional Fund Advisors LP | 342,455 | 1.45% | $1.65M | +50,654 | 0.00% |
| Susquehanna International Group, Llp | 244,432 | 1.03% | $1.18M | +182,097 | 0.00% |
| Geode Capital Management, LLC | 240,136 | 1.02% | $1.16M | −10,889 | 0.00% |
| Jane Street Group, LLC | 182,919 | 0.77% | $883.50K | +100,754 | 0.00% |
| EAM Investors, LLC | 176,250 | 0.75% | $851.29K | New | 0.08% |
| Acadian Asset Management LLC | 164,477 | 0.70% | $794 | +43,888 | 0.00% |
| US Bancorp \de\ | 160,128 | 0.68% | $773.42K | – | 0.00% |
| Aristides Capital LLC | 156,500 | 0.66% | $755.90K | +11,570 | 0.15% |
| Renaissance Technologies LLC | 149,186 | 0.63% | $720.57K | −44,672 | 0.00% |
| Raymond James Financial Inc | 140,946 | 0.60% | $680.77K | New | 0.00% |
| Vanguard Fiduciary Trust Co | 126,503 | 0.53% | $611.01K | +12,979 | 0.00% |
| Simplex Trading, LLC | 113,080 | 0.48% | $546.18K | +109,150 | 0.00% |
| Sei Investments Co | 104,414 | 0.44% | $504.32K | New | 0.00% |
| Essex Investment Management Co LLC | 94,671 | 0.40% | $457.26K | −117 | 0.06% |
| State Street Corp | 79,215 | 0.33% | $382.61K | −1,050 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 57 | 8M | 34.1% | 14 / 19 | 14 / 11 | 3M | 1M |
| Q1 2026 | 54 | 7M | 29.8% | 12 / 16 | 16 / 6 | 2M | 1M |
| Q4 2025 | 49 | 7M | 29.2% | 11 / 17 | 12 / 5 | 1M | 0M |
| Q3 2025 | 44 | 6M | 25.9% | 7 / 10 | 14 / 4 | 0M | 0M |
| Q2 2025 | 41 | 6M | 26.3% | 7 / 15 | 10 / 3 | 1M | 0M |
| Q1 2025 | 37 | 6M | 24.3% | 3 / 14 | 8 / 7 | 0M | 0M |
| Q4 2024 | 41 | 5M | 22.9% | 6 / 8 | 19 / 8 | 0M | 1M |
| Q3 2024 | 43 | 6M | 26.1% | 5 / 13 | 11 / 13 | 1M | 1M |
| Q2 2024 | 52 | 6M | 26.6% | 12 / 16 | 12 / 6 | 1M | 1M |
| Q1 2024 | 46 | 6M | 25.0% | 5 / 14 | 12 / 8 | 0M | 0M |
| Q4 2023 | 51 | 6M | 24.7% | 14 / 12 | 16 / 13 | 1M | 2M |
| Q3 2023 | 51 | 7M | 29.0% | 5 / 16 | 17 / 8 | 1M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of BWEN | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 660,523 | 2.79% | $3.19M | 0.00% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 215,649 | 0.91% | $1.04M | 0.00% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 110,638 | 0.47% | $388.34K | 0.00% | May 31, 2026 |
| U.S. Small Cap Value Portfolio | 76,856 | 0.32% | $307.42K | 0.00% | Jul 31, 2026 |
| iShares Micro-Cap ETF | 69,913 | 0.30% | $337.68K | 0.02% | Jun 30, 2026 |
| Ultra-Small Company Fund | 53,988 | 0.23% | $260.76K | 0.26% | Jun 30, 2026 |
| U.S. Small Cap Portfolio | 44,561 | 0.19% | $178.24K | 0.00% | Jul 31, 2026 |
| Dimensional U.S. Targeted Value ETF | 36,734 | 0.16% | $146.94K | 0.00% | Jul 31, 2026 |
| Fidelity Total Market Index Fund | 36,659 | 0.15% | $128.67K | 0.00% | May 31, 2026 |
| U.S. Targeted Value Portfolio | 36,608 | 0.15% | $146.43K | 0.00% | Jul 31, 2026 |
| Fidelity Series Total Market Index Fund | 31,420 | 0.13% | $110.28K | 0.00% | May 31, 2026 |
| Dimensional US Small Cap Value ETF | 31,165 | 0.13% | $124.66K | 0.00% | Jul 31, 2026 |
| Fidelity Nasdaq Composite Index Fund | 19,171 | 0.08% | $67.29K | 0.00% | May 31, 2026 |
| Vanguard Balanced Index Fund | 11,476 | 0.05% | $55.43K | 0.00% | Jun 30, 2026 |
| Schwab Total Stock Market Index Fund | 7,298 | 0.03% | $29.19K | 0.00% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Gilbert W. Mayo Jr. | Pres., Broadwind Ind. Solution | 160,582 | 0.68% | Jul 6, 2026 |
| Thomas A. Ciccone | VP and CFO | 149,757 | 0.63% | Jul 6, 2026 |
| Eric B. Blashford | President and CEO | 695,574 | 2.94% | Jul 6, 2026 |
| Daniel E. Schueller | Pres., Broadwind Heavy Fab. | 211,010 | 0.89% | Jun 11, 2025 |
| Jeanette A. Press | Director | 66,964 | 0.28% | Jun 1, 2026 |
| Philip J. Christman | Director | 145,329 | 0.61% | Jun 1, 2026 |
| Sachin M. Shivaram | Director | 117,663 | 0.50% | Jun 1, 2026 |
| Cary B. Wood | Director | 164,471 | 0.70% | Jun 1, 2026 |
| David P. Reiland | Director | 202,706 | 0.86% | May 19, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Gilbert W. Mayo Jr. Pres., Broadwind Ind. Solution | Jul 1, 2026 | Award | +8,348 | $4.65 | $38.82K | 133,438 |
| Eric B. Blashford President and CEO | Jul 1, 2026 | Award | +41,251 | $4.65 | $191.82K | 654,523 |
| Thomas A. Ciccone VP and CFO | Jul 1, 2026 | Award | +16,289 | $4.65 | $75.74K | 128,211 |
| Thomas A. Ciccone VP and CFO | May 28, 2026 | Award | +15,157 | $3.68 | $55.78K | 111,922 |
| Jeanette A. Press Director | May 28, 2026 | Award | +13,605 | $3.68 | $50.07K | 66,964 |
| Cary B. Wood Director | May 28, 2026 | Award | +13,605 | $3.68 | $50.07K | 164,471 |
| Sachin M. Shivaram Director | May 28, 2026 | Award | +13,605 | $3.68 | $50.07K | 117,663 |
| Gilbert W. Mayo Jr. Pres., Broadwind Ind. Solution | May 28, 2026 | Award | +8,231 | $3.68 | $30.29K | 125,090 |
| Eric B. Blashford President and CEO | May 28, 2026 | Award | +41,786 | $3.68 | $153.77K | 613,272 |
| Philip J. Christman Director | May 28, 2026 | Award | +13,605 | $3.68 | $50.07K | 145,329 |
| Eric B. Blashford President and CEO | May 26, 2026 | Tax withholding | −4,691 | $3.96 | $18.58K | 571,486 |
| Gilbert W. Mayo Jr. Pres., Broadwind Ind. Solution | May 26, 2026 | Tax withholding | −753 | $3.96 | $2.98K | 116,859 |
| Thomas A. Ciccone VP and CFO | May 26, 2026 | Tax withholding | −1,282 | $3.96 | $5.08K | 96,765 |
| Thomas A. Ciccone VP and CFO | May 18, 2026 | Tax withholding | −2,332 | $3.79 | $8.84K | 98,047 |
| Gilbert W. Mayo Jr. Pres., Broadwind Ind. Solution | May 18, 2026 | Tax withholding | −1,320 | $3.79 | $5.00K | 117,612 |
| Eric B. Blashford President and CEO | May 18, 2026 | Tax withholding | −7,656 | $3.79 | $29.02K | 576,177 |
| Thomas A. Ciccone VP and CFO | May 15, 2026 | Tax withholding | −2,898 | $4.52 | $13.10K | 100,379 |
| Gilbert W. Mayo Jr. Pres., Broadwind Ind. Solution | May 15, 2026 | Tax withholding | −1,607 | $4.52 | $7.26K | 118,932 |
| Eric B. Blashford President and CEO | May 15, 2026 | Tax withholding | −8,941 | $4.52 | $40.41K | 583,833 |
| Daniel E. Schueller Pres., Broadwind Heavy Fab. | Jun 9, 2025 | Sale | −3,000 | $1.94 | $5.82K | 187,775 |
| Gilbert W. Mayo Jr. Pres., Broadwind Ind. Solution | May 27, 2025 | Tax withholding | −711 | $1.72 | $1.22K | 120,539 |
| Thomas A. Ciccone VP and CFO | May 27, 2025 | Tax withholding | −1,032 | $1.72 | $1.78K | 103,277 |
| Eric B. Blashford President and CEO | May 27, 2025 | Tax withholding | −3,352 | $1.72 | $5.77K | 592,774 |
| Thomas A. Ciccone VP and CFO | May 16, 2025 | Tax withholding | −1,614 | $1.88 | $3.03K | 104,309 |
| Eric B. Blashford President and CEO | May 16, 2025 | Tax withholding | −5,165 | $1.88 | $9.71K | 596,126 |
| Gilbert W. Mayo Jr. Pres., Broadwind Ind. Solution | May 16, 2025 | Tax withholding | −1,089 | $1.88 | $2.05K | 121,250 |
| Sachin M. Shivaram Director | May 15, 2025 | Award | +21,164 | – | – | 104,058 |
| Cary B. Wood Director | May 15, 2025 | Award | +21,164 | – | – | 150,866 |
| Philip J. Christman Director | May 15, 2025 | Award | +21,164 | – | – | 131,724 |
| Thomas A. Ciccone VP and CFO | May 15, 2025 | Award | +22,317 | – | – | 105,923 |
| Eric B. Blashford President and CEO | May 15, 2025 | Award | +61,875 | – | – | 601,291 |
| David P. Reiland Director | May 15, 2025 | Award | +21,164 | – | – | 202,706 |
| Jeanette A. Press Director | May 15, 2025 | Award | +21,164 | – | – | 53,359 |
| Daniel E. Schueller Pres., Broadwind Heavy Fab. | May 15, 2025 | Award | +20,477 | – | – | 190,775 |
| Gilbert W. Mayo Jr. Pres., Broadwind Ind. Solution | May 15, 2025 | Award | +12,356 | – | – | 122,339 |
| Thomas A. Ciccone VP and CFO | Apr 25, 2025 | Tax withholding | −968 | $1.49 | $1.44K | 83,606 |
| Gilbert W. Mayo Jr. Pres., Broadwind Ind. Solution | Apr 25, 2025 | Tax withholding | −1,193 | $1.49 | $1.78K | 109,983 |
| Eric B. Blashford President and CEO | Apr 25, 2025 | Tax withholding | −5,654 | $1.49 | $8.42K | 539,416 |
| Gilbert W. Mayo Jr. Pres., Broadwind Ind. Solution | Feb 26, 2025 | Tax withholding | −13,093 | $1.57 | $20.56K | 111,176 |
| Gilbert W. Mayo Jr. Pres., Broadwind Ind. Solution | Feb 26, 2025 | Award | +29,174 | – | – | 124,269 |
| Thomas A. Ciccone VP and CFO | Feb 26, 2025 | Award | +28,876 | – | – | 96,595 |
| Thomas A. Ciccone VP and CFO | Feb 26, 2025 | Tax withholding | −12,021 | $1.57 | $18.87K | 84,574 |
| Eric B. Blashford President and CEO | Feb 26, 2025 | Tax withholding | −69,511 | $1.57 | $109.13K | 545,070 |
| Eric B. Blashford President and CEO | Feb 26, 2025 | Award | +146,094 | – | – | 614,581 |
| Daniel E. Schueller Pres., Broadwind Heavy Fab. | Feb 26, 2025 | Tax withholding | −23,257 | $1.57 | $36.51K | 170,298 |
| Daniel E. Schueller Pres., Broadwind Heavy Fab. | Feb 26, 2025 | Award | +48,106 | – | – | 193,555 |
| Eric B. Blashford President and CEO | Aug 16, 2024 | Buy | +5,000 | $2.27 | $11.35K | 468,487 |
| Eric B. Blashford President and CEO | May 28, 2024 | Tax withholding | −4,794 | $4.42 | $21.19K | 463,487 |
| Daniel E. Schueller Pres., Broadwind Heavy Fab. | May 28, 2024 | Sale | −5,800 | $4.53 | $26.27K | 146,694 |
| Daniel E. Schueller Pres., Broadwind Heavy Fab. | May 28, 2024 | Tax withholding | −1,245 | $4.42 | $5.50K | 145,449 |
| Thomas A. Ciccone VP and CFO | May 28, 2024 | Tax withholding | −1,128 | $4.42 | $4.99K | 67,719 |
| Gilbert W. Mayo Jr. Pres., Broadwind Ind. Solution | May 28, 2024 | Tax withholding | −666 | $4.42 | $2.94K | 95,095 |
| Sachin M. Shivaram Director | May 16, 2024 | Award | +18,382 | – | – | 82,894 |
| Cary B. Wood Director | May 16, 2024 | Award | +18,382 | – | – | 129,702 |
| Gilbert W. Mayo Jr. Pres., Broadwind Ind. Solution | May 16, 2024 | Award | +10,903 | – | – | 95,761 |
| Eric B. Blashford President and CEO | May 16, 2024 | Award | +54,596 | – | – | 468,281 |
| Thomas A. Ciccone VP and CFO | May 16, 2024 | Award | +19,692 | – | – | 68,847 |
| David P. Reiland Director | May 16, 2024 | Award | +18,382 | – | – | 181,542 |
| Daniel E. Schueller Pres., Broadwind Heavy Fab. | May 16, 2024 | Award | +18,068 | – | – | 152,494 |
| Philip J. Christman Director | May 16, 2024 | Award | +18,382 | – | – | 110,560 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.