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