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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, Q3 2023

Institutional positions in Twin Disc Inc as of Sep 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
49
+6 vs. Q2 2023
Shares held
8.14M
−1.39K (0.0%) vs. Q2 2023
Total value
$111.7M
+$20.0M (+21.8%) vs. Q2 2023
New holders
8
13 more added
Sold out
2
16 more reduced

Compare with Q2 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 holdersQ3 2023: 49 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 heldQ3 2023: $111.7M
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, Q3 2023

Shares, value and share of portfolio for each institution holding Twin Disc Inc; share changes are against Q2 2023.

Institutions holding TWIN in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Gamco Investors, Inc. Et Al1,654,016$22.7M0.26%−3,352−0.2%Reduced
Juniper Investment Company, LLC1,035,073$14.2M9.02%00.0%Unchanged
AMH Equity Ltd805,503$11.1M14.10%−19,997−2.4%Reduced
Pacific Ridge Capital Partners, LLC622,583$8.54M1.98%−16,125−2.5%Reduced
Dimensional Fund Advisors LP512,714$7.03M0.00%−14,084−2.7%Reduced
Vanguard Group Inc500,280$6.86M0.00%+8,154+1.7%Added
Royce & Associates LP439,197$6.03M0.06%+7,712+1.8%Added
Heartland Advisors Inc400,000$5.49M0.31%00.0%Unchanged
Gabelli Funds LLC372,567$5.11M0.04%−500−0.1%Reduced
Neuberger Berman Group LLC348,568$4.79M0.00%−6,247−1.8%Reduced
Grace & White Inc218,235$2.99M0.56%−5,150−2.3%Reduced
BlackRock Inc.173,578$2.38M0.00%−10,583−5.7%Reduced
Teton Advisors, Inc.116,800$1.60M0.50%00.0%Unchanged
RBF Capital, LLC112,561$1.54M0.10%00.0%Unchanged
Kennedy Capital Management, Inc.111,198$1.53M0.04%00.0%Unchanged
Skylands Capital, LLC102,221$1.40M0.21%−53,446−34.3%Reduced
Geode Capital Management, LLC99,636$1.37M0.00%+1,778+1.8%Added
Renaissance Technologies LLC88,193$1.21M0.00%+17,700+25.1%Added
Victory Capital Management Inc86,753$1.19M0.00%−1,362−1.5%Reduced
Bridgeway Capital Management, LLC60,800$834.2K0.02%00.0%Unchanged
Acadian Asset Management LLC54,123$740.0K0.00%+12,971+31.5%Added
State Street Corp35,605$488.5K0.00%−600−1.7%Reduced
Janney Montgomery Scott LLC33,173$455.0K0.00%+33,173New
Northern Trust Corp26,375$361.9K0.00%−235−0.9%Reduced
Millennium Management LLC21,164$290.4K0.00%+3,062+16.9%Added
Citigroup Inc18,540$254.4K0.00%+18,540New
Royal Bank of Canada15,913$218.0K0.00%+1,447+10.0%Added
Citadel Advisors LLC14,511$199.1K0.00%+14,511New
Wells Fargo & Company12,577$172.6K0.00%−2,499−16.6%Reduced
O'Shaughnessy Asset Management, LLC12,471$171.1K0.00%+12,471New
Bank of America Corp7,979$109.5K0.00%+7,010+723.4%Added
Bank of New York Mellon Corp7,654$105.0K0.00%−42−0.5%Reduced
US Bancorp3,145$43.1K0.00%00.0%Unchanged
Morgan Stanley2,848$39.1K0.00%−1,773−38.4%Reduced
Barclays PLC2,558$35.1K0.00%+2,558New
Qube Research & Technologies Ltd2,184$30.0K0.00%+2,184New
Tower Research Capital LLC (TRC)1,745$23.9K0.00%+1,572+908.7%Added
Rhumbline Advisers1,200$16.5K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co1,090$15.0K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.869$11.9K0.00%+6+0.7%Added
Allworth Financial LP537$7.37K0.00%+15+2.9%Added
Comerica Bank404$5.55K0.00%+404New
UBS Group AG299$4.10K0.00%+193+182.1%Added
Park Place Capital Corp283$3.88K0.00%00.0%Unchanged
GWM Advisors LLC67$9190.00%+67New
IAG Wealth Partners, LLC66$9060.00%00.0%Unchanged
JPMorgan Chase & Co27$3710.00%−243−90.0%Reduced
Coppell Advisory Solutions LLC38$3690.00%+15+65.2%Added
Huntington National Bank2$270.00%00.0%Unchanged
Squarepoint Ops LLC0$00.00%−10,393−100.0%Sold out
BNP Paribas Arbitrage, SA0$00.00%−305−100.0%Sold out