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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, Q1 2024

Institutional positions in Twin Disc Inc as of Mar 31, 2024. 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
63
+7 vs. Q4 2023
Shares held
8.53M
+146.5K (+1.7%) vs. Q4 2023
Total value
$140.9M
+$5.53M (+4.1%) vs. Q4 2023
New holders
10
18 more added
Sold out
3
28 more reduced

1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2024: 63 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 heldQ1 2024: $140.9M
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, Q1 2024

Shares, value and share of portfolio for each institution holding Twin Disc Inc; share changes are against Q4 2023.

Institutions holding TWIN in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Gamco Investors, Inc. Et Al1,597,669$26.4M0.27%−7,900−0.5%Reduced
Juniper Investment Company, LLC1,024,954$16.9M8.43%00.0%Unchanged
AMH Equity Ltd700,000$11.6M12.76%−49,983−6.7%Reduced
Pacific Ridge Capital Partners, LLC545,145$9.01M1.98%−27,876−4.9%Reduced
Vanguard Group Inc540,668$8.94M0.00%+34,425+6.8%Added
Dimensional Fund Advisors LP538,831$8.91M0.00%+19,102+3.7%Added
Royce & Associates LP438,796$7.25M0.06%−708−0.2%Reduced
Gabelli Funds LLC371,867$6.15M0.05%−1,200−0.3%Reduced
Neuberger Berman Group LLC318,568$5.27M0.00%−6,772−2.1%Reduced
Heartland Advisors Inc250,000$4.13M0.22%−150,000−37.5%Reduced
Grace & White Inc212,336$3.51M0.63%−2,000−0.9%Reduced
Millennium Management LLC166,957$2.76M0.00%+106,434+175.9%Added
BlackRock Inc.163,022$2.69M0.00%−7,822−4.6%Reduced
Geode Capital Management, LLC114,694$1.90M0.00%+3,613+3.3%Added
RBF Capital, LLC112,561$1.86M0.10%00.0%Unchanged
Susquehanna International Group, LLP110,908$1.83M0.00%+45,308+69.1%Added
Kennedy Capital Management, Inc.108,538$1.79M0.04%−1,643−1.5%Reduced
Teton Advisors, Inc.103,000$1.70M0.60%−7,000−6.4%Reduced
Jane Street Group, LLC101,959$1.69M0.00%+68,646+206.1%Added
Renaissance Technologies LLC98,520$1.63M0.00%+7,227+7.9%Added
Victory Capital Management Inc86,753$1.43M0.00%−9,663−10.0%Reduced
Bank of New York Mellon Corp70,903$1.17M0.00%−6,840−8.8%Reduced
Bridgeway Capital Management, LLC65,201$1.08M0.02%+4,401+7.2%Added
Acadian Asset Management LLC62,741$1.04M0.00%+668+1.1%Added
Goldman Sachs Group Inc47,916$792.1K0.00%+47,916New
Janney Montgomery Scott LLC42,695$706.0K0.00%+3,580+9.2%Added
Qube Research & Technologies Ltd39,667$655.7K0.00%+6,161+18.4%Added
Ameriprise Financial Inc37,327$617.0K0.00%+37,327New
O'Shaughnessy Asset Management, LLC36,366$601.1K0.01%+14,218+64.2%Added
State Street Corp36,305$600.1K0.00%+900+2.5%Added
Skylands Capital, LLC35,300$583.5K0.08%−22,107−38.5%Reduced
HRT Financial LP31,605$522.0K0.00%+31,605New
Northern Trust Corp29,317$484.6K0.00%−7,358−20.1%Reduced
Man Group plc26,481$437.7K0.00%+26,481New
Citigroup Inc26,106$431.5K0.00%−1,205−4.4%Reduced
Bank of America Corp25,822$426.8K0.00%−19,990−43.6%Reduced
Marshall Wace, LLP24,885$411.3K0.00%+24,885New
Balyasny Asset Management LLC18,869$311.9K0.00%−13,209−41.2%Reduced
Citadel Advisors LLC17,541$290.0K0.00%+4,046+30.0%Added
Connor, Clark & Lunn Investment Management Ltd.17,052$281.9K0.00%+6,667+64.2%Added
Royal Bank of Canada15,900$263.0K0.00%−99−0.6%Reduced
Ritholtz Wealth Management15,657$258.8K0.01%+5,525+54.5%Added
Barclays PLC14,659$242.3K0.00%−5,987−29.0%Reduced
JPMorgan Chase & Co14,306$236.5K0.00%+4,496+45.8%Added
Morgan Stanley13,774$227.7K0.00%+4,791+53.3%Added
Point72 Asia (Singapore) Pte. Ltd.11,641$192.4K0.05%+11,641New
Cubist Systematic Strategies, LLC11,564$191.2K0.00%+11,564New
Wells Fargo & Company10,101$167.0K0.00%−2,482−19.7%Reduced
ExodusPoint Capital Management, LP10,023$166.0K0.00%−14,185−58.6%Reduced
EntryPoint Capital, LLC2,183$36.1K0.03%+2,183New
UBS Group AG1,786$29.5K0.00%−1,655−48.1%Reduced
Central Pacific Bank - Trust Division1,500$25.5K0.00%+1,500New
US Bancorp1,445$23.9K0.00%00.0%Unchanged
Rhumbline Advisers1,200$19.8K0.00%00.0%Unchanged
Allworth Financial LP537$8.88K0.00%00.0%Unchanged
Comerica Bank352$5.81K0.00%−31−8.1%Reduced
Lazard Asset Management LLC174$2.00K0.00%−6−3.3%Reduced
Advisor Group Holdings, Inc.75$1.24K0.00%−795−91.4%Reduced
IAG Wealth Partners, LLC66$1.09K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)62$1.02K0.00%−1,190−95.0%Reduced
The PNC Financial Services Group, Inc.13$2150.00%−1−7.1%Reduced
Huntington National Bank2$330.00%00.0%Unchanged
Macquarie Group Ltd391$60.00%+391New
683 Capital Management, LLC0$00.00%−15,028−100.0%Sold out
Richardson Capital Management LLC0$00.00%−4,000−100.0%Sold out
GWM Advisors LLC0$00.00%−490−100.0%Sold out
Coppell Advisory Solutions LLC––––Not filed