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, Q4 2023
Institutional positions in Twin Disc Inc as of Dec 31, 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
- 57
- +8 vs. Q3 2023
- Shares held
- 8.38M
- +240.9K (+3.0%) vs. Q3 2023
- Total value
- $135.4M
- +$23.7M (+21.3%) vs. Q3 2023
- New holders
- 10
- 24 more added
- Sold out
- 2
- 16 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Twin Disc Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Gamco Investors, Inc. Et Al | 1,605,569 | $25.9M | 0.28% | −48,447−2.9% | Reduced |
| Juniper Investment Company, LLC | 1,024,954 | $16.6M | 8.81% | −10,119−1.0% | Reduced |
| AMH Equity Ltd | 749,983 | $12.1M | 12.99% | −55,520−6.9% | Reduced |
| Pacific Ridge Capital Partners, LLC | 573,021 | $9.26M | 1.88% | −49,562−8.0% | Reduced |
| Dimensional Fund Advisors LP | 519,729 | $8.40M | 0.00% | +7,015+1.4% | Added |
| Vanguard Group Inc | 506,243 | $8.18M | 0.00% | +5,963+1.2% | Added |
| Royce & Associates LP | 439,504 | $7.10M | 0.07% | +307+0.1% | Added |
| Heartland Advisors Inc | 400,000 | $6.46M | 0.34% | 00.0% | Unchanged |
| Gabelli Funds LLC | 373,067 | $6.03M | 0.05% | +500+0.1% | Added |
| Neuberger Berman Group LLC | 325,340 | $5.25M | 0.00% | −23,228−6.7% | Reduced |
| Grace & White Inc | 214,336 | $3.46M | 0.61% | −3,899−1.8% | Reduced |
| BlackRock Inc. | 170,844 | $2.76M | 0.00% | −2,734−1.6% | Reduced |
| RBF Capital, LLC | 112,561 | $1.82M | 0.11% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 111,081 | $1.80M | 0.00% | +11,445+11.5% | Added |
| Kennedy Capital Management, Inc. | 110,181 | $1.78M | 0.04% | −1,017−0.9% | Reduced |
| Teton Advisors, Inc. | 110,000 | $1.78M | 0.58% | −6,800−5.8% | Reduced |
| Victory Capital Management Inc | 96,416 | $1.56M | 0.00% | +9,663+11.1% | Added |
| Renaissance Technologies LLC | 91,293 | $1.48M | 0.00% | +3,100+3.5% | Added |
| Bank of New York Mellon Corp | 77,743 | $1.26M | 0.00% | +70,089+915.7% | Added |
| Susquehanna International Group, LLP | 65,600 | $1.06M | 0.00% | +65,600 | New |
| Acadian Asset Management LLC | 62,073 | $1.00M | 0.00% | +7,950+14.7% | Added |
| Bridgeway Capital Management, LLC | 60,800 | $982.5K | 0.02% | 00.0% | Unchanged |
| Millennium Management LLC | 60,523 | $978.1K | 0.00% | +39,359+186.0% | Added |
| Skylands Capital, LLC | 57,407 | $927.7K | 0.14% | −44,814−43.8% | Reduced |
| Bank of America Corp | 45,812 | $740.3K | 0.00% | +37,833+474.2% | Added |
| Janney Montgomery Scott LLC | 39,115 | $632.0K | 0.00% | +5,942+17.9% | Added |
| Northern Trust Corp | 36,675 | $592.7K | 0.00% | +10,300+39.1% | Added |
| State Street Corp | 35,405 | $572.1K | 0.00% | −200−0.6% | Reduced |
| Qube Research & Technologies Ltd | 33,506 | $541.5K | 0.00% | +31,322+1,434.2% | Added |
| Jane Street Group, LLC | 33,313 | $538.3K | 0.00% | +33,313 | New |
| Balyasny Asset Management LLC | 32,078 | $518.4K | 0.00% | +32,078 | New |
| Citigroup Inc | 27,311 | $441.3K | 0.00% | +8,771+47.3% | Added |
| ExodusPoint Capital Management, LP | 24,208 | $391.0K | 0.00% | +24,208 | New |
| O'Shaughnessy Asset Management, LLC | 22,148 | $357.9K | 0.00% | +9,677+77.6% | Added |
| Barclays PLC | 20,646 | $333.6K | 0.00% | +18,088+707.1% | Added |
| Royal Bank of Canada | 15,999 | $258.0K | 0.00% | +86+0.5% | Added |
| 683 Capital Management, LLC | 15,028 | $242.9K | 0.02% | +15,028 | New |
| Citadel Advisors LLC | 13,495 | $218.1K | 0.00% | −1,016−7.0% | Reduced |
| Wells Fargo & Company | 12,583 | $203.3K | 0.00% | +60.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 10,385 | $167.8K | 0.00% | +10,385 | New |
| Ritholtz Wealth Management | 10,132 | $163.7K | 0.01% | +10,132 | New |
| JPMorgan Chase & Co | 9,810 | $158.5K | 0.00% | +9,783+36,233.3% | Added |
| Morgan Stanley | 8,983 | $145.2K | 0.00% | +6,135+215.4% | Added |
| Richardson Capital Management LLC | 4,000 | $64.6K | 0.06% | +4,000 | New |
| UBS Group AG | 3,441 | $55.6K | 0.00% | +3,142+1,050.8% | Added |
| US Bancorp | 1,445 | $23.4K | 0.00% | −1,700−54.1% | Reduced |
| Tower Research Capital LLC (TRC) | 1,252 | $20.2K | 0.00% | −493−28.3% | Reduced |
| Rhumbline Advisers | 1,200 | $19.4K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 870 | $14.1K | 0.00% | +1+0.1% | Added |
| Allworth Financial LP | 537 | $8.68K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 490 | $7.91K | 0.00% | +423+631.3% | Added |
| Comerica Bank | 383 | $6.19K | 0.00% | −21−5.2% | Reduced |
| Lazard Asset Management LLC | 180 | $2.00K | 0.00% | +180 | New |
| IAG Wealth Partners, LLC | 66 | $1.07K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 14 | $226 | 0.00% | +14 | New |
| Coppell Advisory Solutions LLC | 12 | $194 | 0.00% | −26−68.4% | Reduced |
| Huntington National Bank | 2 | $32 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −1,090−100.0% | Sold out |
| Park Place Capital Corp | 0 | $0 | 0.00% | −283−100.0% | Sold out |