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Twin Disc Inc

TWIN
Exchange
Nasdaq
Industry
General Industrial Machinery & Equipment
SEC CIK
0000100378

In the last 90 days, Twin Disc Inc insiders filed 0 open-market purchases and 2 sales; 92 institutions reported holding it in 13F filings for Q2 2026, worth $218.0M in total; no superinvestor holds it.

13F holders, Q2 2023

Institutional positions in Twin Disc Inc as of Jun 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
43
−1 vs. Q1 2023
Shares held
8.14M
+87.7K (+1.1%) vs. Q1 2023
Total value
$91.6M
+$14.8M (+19.2%) vs. Q1 2023
New holders
4
15 more added
Sold out
5
7 more reduced

1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting TWIN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2023: 43 institutions
Q1 2021: 40 institutionsQ2 2021: 40 institutionsQ3 2021: 43 institutionsQ4 2021: 41 institutionsQ1 2022: 45 institutionsQ2 2022: 47 institutionsQ3 2022: 46 institutionsQ4 2022: 46 institutionsQ1 2023: 45 institutionsQ2 2023: 43 institutionsQ3 2023: 49 institutionsQ4 2023: 57 institutionsQ1 2024: 63 institutionsQ2 2024: 71 institutionsQ3 2024: 69 institutionsQ4 2024: 68 institutionsQ1 2025: 76 institutionsQ2 2025: 79 institutionsQ3 2025: 76 institutionsQ4 2025: 74 institutionsQ1 2026: 79 institutionsQ2 2026: 92 institutions
Value heldQ2 2023: $91.6M
Q1 2021: $64.8MQ2 2021: $98.0MQ3 2021: $73.8MQ4 2021: $84.2MQ1 2022: $131.4MQ2 2022: $70.4MQ3 2022: $88.8MQ4 2022: $75.5MQ1 2023: $76.9MQ2 2023: $91.6MQ3 2023: $111.7MQ4 2023: $135.4MQ1 2024: $140.9MQ2 2024: $103.9MQ3 2024: $110.9MQ4 2024: $104.8MQ1 2025: $67.7MQ2 2025: $74.6MQ3 2025: $119.3MQ4 2025: $143.8MQ1 2026: $133.5MQ2 2026: $218.0M
Institutions holding TWIN and their total value by quarter
QuarterHoldersValue
Q2 202692$218.0M
Q1 202679$133.5M
Q4 202574$143.8M
Q3 202576$119.3M
Q2 202579$74.6M
Q1 202576$67.7M
Q4 202468$104.8M
Q3 202469$110.9M
Q2 202471$103.9M
Q1 202463$140.9M
Q4 202357$135.4M
Q3 202349$111.7M
Q2 202343$91.6M
Q1 202345$76.9M
Q4 202246$75.5M
Q3 202246$88.8M
Q2 202247$70.4M
Q1 202245$131.4M
Q4 202141$84.2M
Q3 202143$73.8M
Q2 202140$98.0M
Q1 202140$64.8M

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Twin Disc Inc; share changes are against Q1 2023.

Institutions holding TWIN in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Gamco Investors, Inc. Et Al1,657,368$18.7M0.20%+63,500+4.0%Added
Juniper Investment Company, LLC1,035,073$11.7M7.40%00.0%Unchanged
AMH Equity Ltd825,500$9.30M10.62%+109,884+15.4%Added
Pacific Ridge Capital Partners, LLC638,708$7.19M1.64%+30,281+5.0%Added
Dimensional Fund Advisors LP526,798$5.93M0.00%+916+0.2%Added
Vanguard Group Inc492,126$5.54M0.00%−6,330−1.3%Reduced
Royce & Associates LP431,485$4.86M0.05%−30,460−6.6%Reduced
Heartland Advisors Inc400,000$4.50M0.26%00.0%Unchanged
Gabelli Funds LLC373,067$4.20M0.03%+42,346+12.8%Added
Neuberger Berman Group LLC354,815$4.00M0.00%−3,379−0.9%Reduced
Grace & White Inc223,385$2.52M0.46%00.0%Unchanged
BlackRock Inc.184,161$2.07M0.00%+4,640+2.6%Added
Skylands Capital, LLC155,667$1.75M0.25%−55,870−26.4%Reduced
Teton Advisors, Inc.116,800$1.32M0.37%+800+0.7%Added
RBF Capital, LLC112,561$1.27M0.08%00.0%Unchanged
Kennedy Capital Management, Inc.111,198$1.25M0.03%00.0%Unchanged
Geode Capital Management, LLC97,858$1.10M0.00%+5,269+5.7%Added
Victory Capital Management Inc88,115$992.2K0.00%−34,322−28.0%Reduced
Renaissance Technologies LLC70,493$794.0K0.00%+15,648+28.5%Added
Bridgeway Capital Management, LLC60,800$684.6K0.02%00.0%Unchanged
Acadian Asset Management LLC41,152$462.0K0.00%00.0%Unchanged
State Street Corp36,205$407.7K0.00%00.0%Unchanged
Northern Trust Corp26,610$299.6K0.00%+2,973+12.6%Added
Millennium Management LLC18,102$203.8K0.00%+1,636+9.9%Added
Wells Fargo & Company15,076$169.8K0.00%+30.0%Added
Royal Bank of Canada14,466$164.0K0.00%+4,066+39.1%Added
Squarepoint Ops LLC10,393$117.0K0.00%+10,393New
Bank of New York Mellon Corp7,696$86.7K0.00%−10−0.1%Reduced
Morgan Stanley4,621$52.0K0.00%−243−5.0%Reduced
US Bancorp3,145$35.4K0.00%00.0%Unchanged
Rhumbline Advisers1,200$13.5K0.00%+1,200New
Northwestern Mutual Wealth Management Co1,090$12.3K0.00%00.0%Unchanged
Bank of America Corp969$10.9K0.00%+69+7.7%Added
Advisor Group Holdings, Inc.863$9.72K0.00%+156+22.1%Added
Allworth Financial LP522$5.88K0.00%00.0%Unchanged
BNP Paribas Arbitrage, SA305$3.43K0.00%00.0%Unchanged
Park Place Capital Corp283$3.19K0.00%00.0%Unchanged
JPMorgan Chase & Co270$3.04K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)173$1.95K0.00%+173New
UBS Group AG106$1.19K0.00%00.0%Unchanged
IAG Wealth Partners, LLC66$7430.00%00.0%Unchanged
Coppell Advisory Solutions LLC23$2590.00%+23New
Huntington National Bank2$230.00%00.0%Unchanged
Susquehanna International Group, LLP0$00.00%−35,392−100.0%Sold out
Citadel Advisors LLC0$00.00%−15,650−100.0%Sold out
Jane Street Group, LLC0$00.00%−11,055−100.0%Sold out
CM Wealth Advisors LLC0$00.00%−11,047−100.0%Sold out
Whittier Trust Co0$00.00%−2,500−100.0%Sold out
Harvest Group Wealth Management, LLC––––Not filed