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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 92 | $218.0M |
| Q1 2026 | 79 | $133.5M |
| Q4 2025 | 74 | $143.8M |
| Q3 2025 | 76 | $119.3M |
| Q2 2025 | 79 | $74.6M |
| Q1 2025 | 76 | $67.7M |
| Q4 2024 | 68 | $104.8M |
| Q3 2024 | 69 | $110.9M |
| Q2 2024 | 71 | $103.9M |
| Q1 2024 | 63 | $140.9M |
| Q4 2023 | 57 | $135.4M |
| Q3 2023 | 49 | $111.7M |
| Q2 2023 | 43 | $91.6M |
| Q1 2023 | 45 | $76.9M |
| Q4 2022 | 46 | $75.5M |
| Q3 2022 | 46 | $88.8M |
| Q2 2022 | 47 | $70.4M |
| Q1 2022 | 45 | $131.4M |
| Q4 2021 | 41 | $84.2M |
| Q3 2021 | 43 | $73.8M |
| Q2 2021 | 40 | $98.0M |
| Q1 2021 | 40 | $64.8M |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding Twin Disc Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 2 | $23 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 23 | $259 | 0.00% | +23 | New |
| IAG Wealth Partners, LLC | 66 | $743 | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 106 | $1.19K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 173 | $1.95K | 0.00% | +173 | New |
| JPMorgan Chase & Co | 270 | $3.04K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 283 | $3.19K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 305 | $3.43K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 522 | $5.88K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 863 | $9.72K | 0.00% | +156+22.1% | Added |
| Bank of America Corp | 969 | $10.9K | 0.00% | +69+7.7% | Added |
| Northwestern Mutual Wealth Management Co | 1,090 | $12.3K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 1,200 | $13.5K | 0.00% | +1,200 | New |
| US Bancorp | 3,145 | $35.4K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 4,621 | $52.0K | 0.00% | −243−5.0% | Reduced |
| Bank of New York Mellon Corp | 7,696 | $86.7K | 0.00% | −10−0.1% | Reduced |
| Squarepoint Ops LLC | 10,393 | $117.0K | 0.00% | +10,393 | New |
| Royal Bank of Canada | 14,466 | $164.0K | 0.00% | +4,066+39.1% | Added |
| Wells Fargo & Company | 15,076 | $169.8K | 0.00% | +30.0% | Added |
| Millennium Management LLC | 18,102 | $203.8K | 0.00% | +1,636+9.9% | Added |
| Northern Trust Corp | 26,610 | $299.6K | 0.00% | +2,973+12.6% | Added |
| State Street Corp | 36,205 | $407.7K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 41,152 | $462.0K | 0.00% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 60,800 | $684.6K | 0.02% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 70,493 | $794.0K | 0.00% | +15,648+28.5% | Added |
| Victory Capital Management Inc | 88,115 | $992.2K | 0.00% | −34,322−28.0% | Reduced |
| Geode Capital Management, LLC | 97,858 | $1.10M | 0.00% | +5,269+5.7% | Added |
| Kennedy Capital Management, Inc. | 111,198 | $1.25M | 0.03% | 00.0% | Unchanged |
| RBF Capital, LLC | 112,561 | $1.27M | 0.08% | 00.0% | Unchanged |
| Teton Advisors, Inc. | 116,800 | $1.32M | 0.37% | +800+0.7% | Added |
| Skylands Capital, LLC | 155,667 | $1.75M | 0.25% | −55,870−26.4% | Reduced |
| BlackRock Inc. | 184,161 | $2.07M | 0.00% | +4,640+2.6% | Added |
| Grace & White Inc | 223,385 | $2.52M | 0.46% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 354,815 | $4.00M | 0.00% | −3,379−0.9% | Reduced |
| Gabelli Funds LLC | 373,067 | $4.20M | 0.03% | +42,346+12.8% | Added |
| Heartland Advisors Inc | 400,000 | $4.50M | 0.26% | 00.0% | Unchanged |
| Royce & Associates LP | 431,485 | $4.86M | 0.05% | −30,460−6.6% | Reduced |
| Vanguard Group Inc | 492,126 | $5.54M | 0.00% | −6,330−1.3% | Reduced |
| Dimensional Fund Advisors LP | 526,798 | $5.93M | 0.00% | +916+0.2% | Added |
| Pacific Ridge Capital Partners, LLC | 638,708 | $7.19M | 1.64% | +30,281+5.0% | Added |
| AMH Equity Ltd | 825,500 | $9.30M | 10.62% | +109,884+15.4% | Added |
| Juniper Investment Company, LLC | 1,035,073 | $11.7M | 7.40% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 1,657,368 | $18.7M | 0.20% | +63,500+4.0% | Added |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −35,392−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −15,650−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −11,055−100.0% | Sold out |
| CM Wealth Advisors LLC | 0 | $0 | 0.00% | −11,047−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Harvest Group Wealth Management, LLC | – | – | – | – | Not filed |