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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, 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.

Institutional holdersQ4 2023: 57 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 heldQ4 2023: $135.4M
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, Q4 2023

Shares, value and share of portfolio for each institution holding Twin Disc Inc; share changes are against Q3 2023.

Institutions holding TWIN in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Gamco Investors, Inc. Et Al1,605,569$25.9M0.28%−48,447−2.9%Reduced
Juniper Investment Company, LLC1,024,954$16.6M8.81%−10,119−1.0%Reduced
AMH Equity Ltd749,983$12.1M12.99%−55,520−6.9%Reduced
Pacific Ridge Capital Partners, LLC573,021$9.26M1.88%−49,562−8.0%Reduced
Dimensional Fund Advisors LP519,729$8.40M0.00%+7,015+1.4%Added
Vanguard Group Inc506,243$8.18M0.00%+5,963+1.2%Added
Royce & Associates LP439,504$7.10M0.07%+307+0.1%Added
Heartland Advisors Inc400,000$6.46M0.34%00.0%Unchanged
Gabelli Funds LLC373,067$6.03M0.05%+500+0.1%Added
Neuberger Berman Group LLC325,340$5.25M0.00%−23,228−6.7%Reduced
Grace & White Inc214,336$3.46M0.61%−3,899−1.8%Reduced
BlackRock Inc.170,844$2.76M0.00%−2,734−1.6%Reduced
RBF Capital, LLC112,561$1.82M0.11%00.0%Unchanged
Geode Capital Management, LLC111,081$1.80M0.00%+11,445+11.5%Added
Kennedy Capital Management, Inc.110,181$1.78M0.04%−1,017−0.9%Reduced
Teton Advisors, Inc.110,000$1.78M0.58%−6,800−5.8%Reduced
Victory Capital Management Inc96,416$1.56M0.00%+9,663+11.1%Added
Renaissance Technologies LLC91,293$1.48M0.00%+3,100+3.5%Added
Bank of New York Mellon Corp77,743$1.26M0.00%+70,089+915.7%Added
Susquehanna International Group, LLP65,600$1.06M0.00%+65,600New
Acadian Asset Management LLC62,073$1.00M0.00%+7,950+14.7%Added
Bridgeway Capital Management, LLC60,800$982.5K0.02%00.0%Unchanged
Millennium Management LLC60,523$978.1K0.00%+39,359+186.0%Added
Skylands Capital, LLC57,407$927.7K0.14%−44,814−43.8%Reduced
Bank of America Corp45,812$740.3K0.00%+37,833+474.2%Added
Janney Montgomery Scott LLC39,115$632.0K0.00%+5,942+17.9%Added
Northern Trust Corp36,675$592.7K0.00%+10,300+39.1%Added
State Street Corp35,405$572.1K0.00%−200−0.6%Reduced
Qube Research & Technologies Ltd33,506$541.5K0.00%+31,322+1,434.2%Added
Jane Street Group, LLC33,313$538.3K0.00%+33,313New
Balyasny Asset Management LLC32,078$518.4K0.00%+32,078New
Citigroup Inc27,311$441.3K0.00%+8,771+47.3%Added
ExodusPoint Capital Management, LP24,208$391.0K0.00%+24,208New
O'Shaughnessy Asset Management, LLC22,148$357.9K0.00%+9,677+77.6%Added
Barclays PLC20,646$333.6K0.00%+18,088+707.1%Added
Royal Bank of Canada15,999$258.0K0.00%+86+0.5%Added
683 Capital Management, LLC15,028$242.9K0.02%+15,028New
Citadel Advisors LLC13,495$218.1K0.00%−1,016−7.0%Reduced
Wells Fargo & Company12,583$203.3K0.00%+60.0%Added
Connor, Clark & Lunn Investment Management Ltd.10,385$167.8K0.00%+10,385New
Ritholtz Wealth Management10,132$163.7K0.01%+10,132New
JPMorgan Chase & Co9,810$158.5K0.00%+9,783+36,233.3%Added
Morgan Stanley8,983$145.2K0.00%+6,135+215.4%Added
Richardson Capital Management LLC4,000$64.6K0.06%+4,000New
UBS Group AG3,441$55.6K0.00%+3,142+1,050.8%Added
US Bancorp1,445$23.4K0.00%−1,700−54.1%Reduced
Tower Research Capital LLC (TRC)1,252$20.2K0.00%−493−28.3%Reduced
Rhumbline Advisers1,200$19.4K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.870$14.1K0.00%+1+0.1%Added
Allworth Financial LP537$8.68K0.00%00.0%Unchanged
GWM Advisors LLC490$7.91K0.00%+423+631.3%Added
Comerica Bank383$6.19K0.00%−21−5.2%Reduced
Lazard Asset Management LLC180$2.00K0.00%+180New
IAG Wealth Partners, LLC66$1.07K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.14$2260.00%+14New
Coppell Advisory Solutions LLC12$1940.00%−26−68.4%Reduced
Huntington National Bank2$320.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co0$00.00%−1,090−100.0%Sold out
Park Place Capital Corp0$00.00%−283−100.0%Sold out