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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 2025

Institutional positions in Twin Disc Inc as of Mar 31, 2025. 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
76
+9 vs. Q4 2024
Shares held
8.94M
+38.6K (+0.4%) vs. Q4 2024
Total value
$67.7M
−$36.9M (−35.3%) vs. Q4 2024
New holders
13
20 more added
Sold out
4
30 more reduced

1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2025: 76 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 2025: $67.7M
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 2025

Shares, value and share of portfolio for each institution holding Twin Disc Inc; share changes are against Q4 2024.

Institutions holding TWIN in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Gamco Investors, Inc. Et Al1,673,799$12.7M0.14%+43,647+2.7%Added
Juniper Investment Company, LLC1,024,954$7.76M3.50%00.0%Unchanged
BlackRock, Inc.668,703$5.06M0.00%−8,998−1.3%Reduced
Vanguard Group Inc635,565$4.81M0.00%−1,810−0.3%Reduced
Dimensional Fund Advisors LP621,969$4.71M0.00%+24,494+4.1%Added
Pacific Ridge Capital Partners, LLC565,547$4.28M1.13%+2700.0%Added
AMH Equity Ltd530,086$4.01M6.20%−183,600−25.7%Reduced
Gabelli Funds LLC385,524$2.92M0.02%−500−0.1%Reduced
Grace & White Inc269,247$2.04M0.39%+55,111+25.7%Added
Geode Capital Management, LLC268,298$2.03M0.00%+12,808+5.0%Added
Royce & Associates LP225,384$1.71M0.02%−103,850−31.5%Reduced
Neuberger Berman Group LLC181,016$1.39M0.00%−2,596−1.4%Reduced
Heartland Advisors Inc150,000$1.14M0.07%−30,000−16.7%Reduced
State Street Corp117,899$892.5K0.00%−4,981−4.1%Reduced
Kennedy Capital Management, Inc.110,866$839.3K0.02%−648−0.6%Reduced
Segall Bryant & Hamill, LLC110,177$834.0K0.01%00.0%Unchanged
IFP Advisors, Inc106,320$804.8K0.02%+106,320New
Renaissance Technologies LLC103,093$780.4K0.00%+1,700+1.7%Added
Teton Advisors, Inc.100,500$760.8K0.48%00.0%Unchanged
Northern Trust Corp97,021$734.4K0.00%−1,893−1.9%Reduced
Bank of New York Mellon Corp94,904$718.4K0.00%+4,439+4.9%Added
Acadian Asset Management LLC77,818$588.0K0.00%−699−0.9%Reduced
Connor, Clark & Lunn Investment Management Ltd.59,839$453.0K0.00%+6,714+12.6%Added
Bridgeway Capital Management, LLC57,595$436.0K0.01%−28,333−33.0%Reduced
Janney Montgomery Scott LLC44,943$340.0K0.00%+935+2.1%Added
Millennium Management LLC44,592$337.6K0.00%+44,592New
American Century Companies Inc42,266$320.0K0.00%−10,388−19.7%Reduced
Goldman Sachs Group Inc41,712$315.8K0.00%+6,774+19.4%Added
US Bancorp40,505$306.6K0.00%+40,505New
Charles Schwab Investment Management Inc35,531$269.0K0.00%+3,796+12.0%Added
First Trust Advisors LP33,790$255.8K0.00%−485−1.4%Reduced
Lido Advisors, LLC32,431$245.5K0.00%+32,431New
Skylands Capital, LLC29,704$224.9K0.03%+2,404+8.8%Added
Susquehanna International Group, LLP28,940$219.1K0.00%+18,010+164.8%Added
Squarepoint Ops LLC25,178$190.6K0.00%+25,178New
JPMorgan Chase & Co24,790$187.7K0.00%−13,552−35.3%Reduced
Morgan Stanley23,826$180.4K0.00%−5,432−18.6%Reduced
Citadel Advisors LLC23,468$177.7K0.00%+9,601+69.2%Added
Los Angeles Capital Management LLC22,220$168.2K0.00%+22,220New
Ameriprise Financial Inc21,651$163.9K0.00%−9,570−30.7%Reduced
Royal Bank of Canada20,029$151.0K0.00%−893−4.3%Reduced
Empowered Funds, LLC18,416$139.4K0.00%+989+5.7%Added
Wells Fargo & Company16,701$126.4K0.00%+149+0.9%Added
Nuveen, LLC15,002$113.6K0.00%+15,002New
Prudential Financial Inc13,445$101.8K0.00%+13,445New
Barclays PLC11,301$85.5K0.00%−5,491−32.7%Reduced
Bank of America Corp11,221$84.9K0.00%−3,500−23.8%Reduced
Rhumbline Advisers11,171$84.6K0.00%−427−3.7%Reduced
Central Pacific Bank - Trust Division10,000$75.7K0.01%+8,500+566.7%Added
STRS Ohio9,800$74.2K0.00%00.0%Unchanged
UBS Group AG9,356$70.8K0.00%−12,094−56.4%Reduced
Citigroup Inc7,750$58.7K0.00%−858−10.0%Reduced
Mirae Asset Global ETFs Holdings Ltd.6,800$51.5K0.00%+312+4.8%Added
Deutsche Bank AG6,282$47.6K0.00%−2,321−27.0%Reduced
Corebridge Financial, Inc.5,469$41.4K0.00%−80−1.4%Reduced
FMR LLC3,448$26.1K0.00%+2,355+215.5%Added
Police & Firemen's Retirement System of New Jersey2,244$17.0K0.00%00.0%Unchanged
New York State Common Retirement Fund1,700$12.9K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)1,246$9.43K0.00%−198−13.7%Reduced
BNP Paribas Arbitrage, SA1,140$8.63K0.00%−3,585−75.9%Reduced
Ameritas Investment Partners, Inc.1,094$8.28K0.00%00.0%Unchanged
Legal & General Group Plc960$7.27K0.00%00.0%Unchanged
California State Teachers Retirement System809$6.12K0.00%00.0%Unchanged
Comerica Bank527$3.99K0.00%+84+19.0%Added
Amalgamated Bank386$3.00K0.00%00.0%Unchanged
Sterling Capital Management LLC201$1.52K0.00%−178−47.0%Reduced
Private Wealth Management Group, LLC201$1.52K0.00%+201New
Russell Investments Group, Ltd.122$9240.00%+122New
Nisa Investment Advisors, LLC67$5070.00%+67New
IAG Wealth Partners, LLC66$5000.00%00.0%Unchanged
Advisor Group Holdings, Inc.45$3400.00%−80−64.0%Reduced
The PNC Financial Services Group, Inc.13$980.00%00.0%Unchanged
True Wealth Design, LLC4$310.00%+4New
Huntington National Bank2$150.00%00.0%Unchanged
CWM, LLC49$00.00%−15−23.4%Reduced
Lazard Asset Management LLC68$00.00%+68New
O'Shaughnessy Asset Management, LLC0$00.00%−15,207−100.0%Sold out
Trexquant Investment LP0$00.00%−11,815−100.0%Sold out
SBI Securities Co., Ltd.0$00.00%−514−100.0%Sold out
Coppell Advisory Solutions LLC0$00.00%−12−100.0%Sold out
Nuveen Asset Management, LLC––––Not filed