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.
| 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, Q1 2024
Shares, value and share of portfolio for each institution holding Twin Disc Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Macquarie Group Ltd | 391 | $6 | 0.00% | +391 | New |
| Huntington National Bank | 2 | $33 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 13 | $215 | 0.00% | −1−7.1% | Reduced |
| Tower Research Capital LLC (TRC) | 62 | $1.02K | 0.00% | −1,190−95.0% | Reduced |
| IAG Wealth Partners, LLC | 66 | $1.09K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 75 | $1.24K | 0.00% | −795−91.4% | Reduced |
| Lazard Asset Management LLC | 174 | $2.00K | 0.00% | −6−3.3% | Reduced |
| Comerica Bank | 352 | $5.81K | 0.00% | −31−8.1% | Reduced |
| Allworth Financial LP | 537 | $8.88K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 1,200 | $19.8K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,445 | $23.9K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 1,500 | $25.5K | 0.00% | +1,500 | New |
| UBS Group AG | 1,786 | $29.5K | 0.00% | −1,655−48.1% | Reduced |
| EntryPoint Capital, LLC | 2,183 | $36.1K | 0.03% | +2,183 | New |
| ExodusPoint Capital Management, LP | 10,023 | $166.0K | 0.00% | −14,185−58.6% | Reduced |
| Wells Fargo & Company | 10,101 | $167.0K | 0.00% | −2,482−19.7% | Reduced |
| Cubist Systematic Strategies, LLC | 11,564 | $191.2K | 0.00% | +11,564 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 11,641 | $192.4K | 0.05% | +11,641 | New |
| Morgan Stanley | 13,774 | $227.7K | 0.00% | +4,791+53.3% | Added |
| JPMorgan Chase & Co | 14,306 | $236.5K | 0.00% | +4,496+45.8% | Added |
| Barclays PLC | 14,659 | $242.3K | 0.00% | −5,987−29.0% | Reduced |
| Ritholtz Wealth Management | 15,657 | $258.8K | 0.01% | +5,525+54.5% | Added |
| Royal Bank of Canada | 15,900 | $263.0K | 0.00% | −99−0.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 17,052 | $281.9K | 0.00% | +6,667+64.2% | Added |
| Citadel Advisors LLC | 17,541 | $290.0K | 0.00% | +4,046+30.0% | Added |
| Balyasny Asset Management LLC | 18,869 | $311.9K | 0.00% | −13,209−41.2% | Reduced |
| Marshall Wace, LLP | 24,885 | $411.3K | 0.00% | +24,885 | New |
| Bank of America Corp | 25,822 | $426.8K | 0.00% | −19,990−43.6% | Reduced |
| Citigroup Inc | 26,106 | $431.5K | 0.00% | −1,205−4.4% | Reduced |
| Man Group plc | 26,481 | $437.7K | 0.00% | +26,481 | New |
| Northern Trust Corp | 29,317 | $484.6K | 0.00% | −7,358−20.1% | Reduced |
| HRT Financial LP | 31,605 | $522.0K | 0.00% | +31,605 | New |
| Skylands Capital, LLC | 35,300 | $583.5K | 0.08% | −22,107−38.5% | Reduced |
| State Street Corp | 36,305 | $600.1K | 0.00% | +900+2.5% | Added |
| O'Shaughnessy Asset Management, LLC | 36,366 | $601.1K | 0.01% | +14,218+64.2% | Added |
| Ameriprise Financial Inc | 37,327 | $617.0K | 0.00% | +37,327 | New |
| Qube Research & Technologies Ltd | 39,667 | $655.7K | 0.00% | +6,161+18.4% | Added |
| Janney Montgomery Scott LLC | 42,695 | $706.0K | 0.00% | +3,580+9.2% | Added |
| Goldman Sachs Group Inc | 47,916 | $792.1K | 0.00% | +47,916 | New |
| Acadian Asset Management LLC | 62,741 | $1.04M | 0.00% | +668+1.1% | Added |
| Bridgeway Capital Management, LLC | 65,201 | $1.08M | 0.02% | +4,401+7.2% | Added |
| Bank of New York Mellon Corp | 70,903 | $1.17M | 0.00% | −6,840−8.8% | Reduced |
| Victory Capital Management Inc | 86,753 | $1.43M | 0.00% | −9,663−10.0% | Reduced |
| Renaissance Technologies LLC | 98,520 | $1.63M | 0.00% | +7,227+7.9% | Added |
| Jane Street Group, LLC | 101,959 | $1.69M | 0.00% | +68,646+206.1% | Added |
| Teton Advisors, Inc. | 103,000 | $1.70M | 0.60% | −7,000−6.4% | Reduced |
| Kennedy Capital Management, Inc. | 108,538 | $1.79M | 0.04% | −1,643−1.5% | Reduced |
| Susquehanna International Group, LLP | 110,908 | $1.83M | 0.00% | +45,308+69.1% | Added |
| RBF Capital, LLC | 112,561 | $1.86M | 0.10% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 114,694 | $1.90M | 0.00% | +3,613+3.3% | Added |
| BlackRock Inc. | 163,022 | $2.69M | 0.00% | −7,822−4.6% | Reduced |
| Millennium Management LLC | 166,957 | $2.76M | 0.00% | +106,434+175.9% | Added |
| Grace & White Inc | 212,336 | $3.51M | 0.63% | −2,000−0.9% | Reduced |
| Heartland Advisors Inc | 250,000 | $4.13M | 0.22% | −150,000−37.5% | Reduced |
| Neuberger Berman Group LLC | 318,568 | $5.27M | 0.00% | −6,772−2.1% | Reduced |
| Gabelli Funds LLC | 371,867 | $6.15M | 0.05% | −1,200−0.3% | Reduced |
| Royce & Associates LP | 438,796 | $7.25M | 0.06% | −708−0.2% | Reduced |
| Dimensional Fund Advisors LP | 538,831 | $8.91M | 0.00% | +19,102+3.7% | Added |
| Vanguard Group Inc | 540,668 | $8.94M | 0.00% | +34,425+6.8% | Added |
| Pacific Ridge Capital Partners, LLC | 545,145 | $9.01M | 1.98% | −27,876−4.9% | Reduced |
| AMH Equity Ltd | 700,000 | $11.6M | 12.76% | −49,983−6.7% | Reduced |
| Juniper Investment Company, LLC | 1,024,954 | $16.9M | 8.43% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 1,597,669 | $26.4M | 0.27% | −7,900−0.5% | Reduced |
| 683 Capital Management, LLC | 0 | $0 | 0.00% | −15,028−100.0% | Sold out |
| Richardson Capital Management LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −490−100.0% | Sold out |
| Coppell Advisory Solutions LLC | – | – | – | – | Not filed |