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 2024
Institutional positions in Twin Disc Inc as of Dec 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
- 68
- −1 vs. Q3 2024
- Shares held
- 8.92M
- +32.9K (+0.4%) vs. Q3 2024
- Total value
- $104.8M
- −$6.19M (−5.6%) vs. Q3 2024
- New holders
- 4
- 22 more added
- Sold out
- 5
- 27 more reduced
Compare with Q3 2024: 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 2024
Shares, value and share of portfolio for each institution holding Twin Disc Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Gamco Investors, Inc. Et Al | 1,630,152 | $19.2M | 0.20% | −6,600−0.4% | Reduced |
| Juniper Investment Company, LLC | 1,024,954 | $12.0M | 4.75% | 00.0% | Unchanged |
| AMH Equity Ltd | 713,686 | $8.39M | 8.60% | −22,917−3.1% | Reduced |
| BlackRock, Inc. | 677,701 | $7.96M | 0.00% | +7,814+1.2% | Added |
| Vanguard Group Inc | 637,375 | $7.49M | 0.00% | +1,738+0.3% | Added |
| Dimensional Fund Advisors LP | 597,475 | $7.02M | 0.00% | +20,470+3.5% | Added |
| Pacific Ridge Capital Partners, LLC | 565,277 | $6.64M | 1.52% | +78,378+16.1% | Added |
| Gabelli Funds LLC | 386,024 | $4.54M | 0.03% | 00.0% | Unchanged |
| Royce & Associates LP | 329,234 | $3.87M | 0.04% | −68,978−17.3% | Reduced |
| Geode Capital Management, LLC | 255,490 | $3.00M | 0.00% | +4,566+1.8% | Added |
| Grace & White Inc | 214,136 | $2.52M | 0.47% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 183,612 | $2.16M | 0.00% | −11,958−6.1% | Reduced |
| Heartland Advisors Inc | 180,000 | $2.12M | 0.11% | −9,464−5.0% | Reduced |
| State Street Corp | 122,880 | $1.44M | 0.00% | −1,000−0.8% | Reduced |
| Kennedy Capital Management, Inc. | 111,514 | $1.31M | 0.03% | −2,853−2.5% | Reduced |
| Segall Bryant & Hamill, LLC | 110,177 | $1.29M | 0.02% | −624−0.6% | Reduced |
| Renaissance Technologies LLC | 101,393 | $1.19M | 0.00% | −1,000−1.0% | Reduced |
| Teton Advisors, Inc. | 100,500 | $1.18M | 0.61% | −2,500−2.4% | Reduced |
| Northern Trust Corp | 98,914 | $1.16M | 0.00% | +4,164+4.4% | Added |
| Bank of New York Mellon Corp | 90,465 | $1.06M | 0.00% | −3,216−3.4% | Reduced |
| Bridgeway Capital Management, LLC | 85,928 | $1.01M | 0.02% | +6,896+8.7% | Added |
| Acadian Asset Management LLC | 78,517 | $920.0K | 0.00% | −2,462−3.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 53,125 | $624.2K | 0.00% | +231+0.4% | Added |
| American Century Companies Inc | 52,654 | $618.7K | 0.00% | −2,456−4.5% | Reduced |
| Janney Montgomery Scott LLC | 44,008 | $517.0K | 0.00% | −1,665−3.6% | Reduced |
| JPMorgan Chase & Co | 38,342 | $450.5K | 0.00% | +33,483+689.1% | Added |
| Goldman Sachs Group Inc | 34,938 | $410.5K | 0.00% | +12,526+55.9% | Added |
| First Trust Advisors LP | 34,275 | $402.7K | 0.00% | −3,563−9.4% | Reduced |
| Charles Schwab Investment Management Inc | 31,735 | $372.9K | 0.00% | −21−0.1% | Reduced |
| Ameriprise Financial Inc | 31,221 | $366.8K | 0.00% | −62−0.2% | Reduced |
| Morgan Stanley | 29,258 | $343.8K | 0.00% | −3,818−11.5% | Reduced |
| Skylands Capital, LLC | 27,300 | $320.8K | 0.04% | +14,300+110.0% | Added |
| UBS Group AG | 21,450 | $252.0K | 0.00% | +12,373+136.3% | Added |
| Royal Bank of Canada | 20,922 | $246.0K | 0.00% | +14+0.1% | Added |
| Empowered Funds, LLC | 17,427 | $204.8K | 0.00% | +3,596+26.0% | Added |
| Barclays PLC | 16,792 | $197.3K | 0.00% | +1,929+13.0% | Added |
| Wells Fargo & Company | 16,552 | $194.5K | 0.00% | +1,427+9.4% | Added |
| O'Shaughnessy Asset Management, LLC | 15,207 | $178.7K | 0.00% | −9,995−39.7% | Reduced |
| Nuveen Asset Management, LLC | 15,002 | $176.3K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 14,721 | $173.0K | 0.00% | +6,344+75.7% | Added |
| Citadel Advisors LLC | 13,867 | $162.9K | 0.00% | −11,207−44.7% | Reduced |
| Trexquant Investment LP | 11,815 | $138.8K | 0.00% | −9,655−45.0% | Reduced |
| Rhumbline Advisers | 11,598 | $136.3K | 0.00% | −16−0.1% | Reduced |
| Susquehanna International Group, LLP | 10,930 | $128.4K | 0.00% | +10,930 | New |
| STRS Ohio | 9,800 | $115.2K | 0.00% | −6,900−41.3% | Reduced |
| Citigroup Inc | 8,608 | $101.1K | 0.00% | +465+5.7% | Added |
| Deutsche Bank AG | 8,603 | $101.1K | 0.00% | +8,603 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 6,488 | $76.2K | 0.00% | +304+4.9% | Added |
| Corebridge Financial, Inc. | 5,549 | $65.2K | 0.00% | −420−7.0% | Reduced |
| BNP Paribas Arbitrage, SA | 4,725 | $55.5K | 0.00% | −10,777−69.5% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 2,244 | $26.4K | 0.00% | +2,244 | New |
| New York State Common Retirement Fund | 1,700 | $20.0K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 1,500 | $17.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,444 | $17.0K | 0.00% | +642+80.0% | Added |
| Ameritas Investment Partners, Inc. | 1,094 | $12.9K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,093 | $12.8K | 0.00% | −424−27.9% | Reduced |
| Legal & General Group Plc | 960 | $11.3K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 809 | $9.51K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 514 | $6.04K | 0.00% | +514 | New |
| Comerica Bank | 443 | $5.21K | 0.00% | +25+6.0% | Added |
| Amalgamated Bank | 386 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 379 | $4.45K | 0.00% | +344+982.9% | Added |
| Advisor Group Holdings, Inc. | 125 | $1.48K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 64 | $1.00K | 0.00% | −53−45.3% | Reduced |
| IAG Wealth Partners, LLC | 66 | $776 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 13 | $153 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 12 | $140 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2 | $24 | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 0 | $0 | 0.00% | −6,685−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −96−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −6−100.0% | Sold out |