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