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.
| 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 2025
Shares, value and share of portfolio for each institution holding Twin Disc Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CWM, LLC | 49 | $0 | 0.00% | −15−23.4% | Reduced |
| Lazard Asset Management LLC | 68 | $0 | 0.00% | +68 | New |
| Huntington National Bank | 2 | $15 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 4 | $31 | 0.00% | +4 | New |
| The PNC Financial Services Group, Inc. | 13 | $98 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 45 | $340 | 0.00% | −80−64.0% | Reduced |
| IAG Wealth Partners, LLC | 66 | $500 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 67 | $507 | 0.00% | +67 | New |
| Russell Investments Group, Ltd. | 122 | $924 | 0.00% | +122 | New |
| Sterling Capital Management LLC | 201 | $1.52K | 0.00% | −178−47.0% | Reduced |
| Private Wealth Management Group, LLC | 201 | $1.52K | 0.00% | +201 | New |
| Amalgamated Bank | 386 | $3.00K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 527 | $3.99K | 0.00% | +84+19.0% | Added |
| California State Teachers Retirement System | 809 | $6.12K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 960 | $7.27K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,094 | $8.28K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,140 | $8.63K | 0.00% | −3,585−75.9% | Reduced |
| Tower Research Capital LLC (TRC) | 1,246 | $9.43K | 0.00% | −198−13.7% | Reduced |
| New York State Common Retirement Fund | 1,700 | $12.9K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 2,244 | $17.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 3,448 | $26.1K | 0.00% | +2,355+215.5% | Added |
| Corebridge Financial, Inc. | 5,469 | $41.4K | 0.00% | −80−1.4% | Reduced |
| Deutsche Bank AG | 6,282 | $47.6K | 0.00% | −2,321−27.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 6,800 | $51.5K | 0.00% | +312+4.8% | Added |
| Citigroup Inc | 7,750 | $58.7K | 0.00% | −858−10.0% | Reduced |
| UBS Group AG | 9,356 | $70.8K | 0.00% | −12,094−56.4% | Reduced |
| STRS Ohio | 9,800 | $74.2K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 10,000 | $75.7K | 0.01% | +8,500+566.7% | Added |
| Rhumbline Advisers | 11,171 | $84.6K | 0.00% | −427−3.7% | Reduced |
| Bank of America Corp | 11,221 | $84.9K | 0.00% | −3,500−23.8% | Reduced |
| Barclays PLC | 11,301 | $85.5K | 0.00% | −5,491−32.7% | Reduced |
| Prudential Financial Inc | 13,445 | $101.8K | 0.00% | +13,445 | New |
| Nuveen, LLC | 15,002 | $113.6K | 0.00% | +15,002 | New |
| Wells Fargo & Company | 16,701 | $126.4K | 0.00% | +149+0.9% | Added |
| Empowered Funds, LLC | 18,416 | $139.4K | 0.00% | +989+5.7% | Added |
| Royal Bank of Canada | 20,029 | $151.0K | 0.00% | −893−4.3% | Reduced |
| Ameriprise Financial Inc | 21,651 | $163.9K | 0.00% | −9,570−30.7% | Reduced |
| Los Angeles Capital Management LLC | 22,220 | $168.2K | 0.00% | +22,220 | New |
| Citadel Advisors LLC | 23,468 | $177.7K | 0.00% | +9,601+69.2% | Added |
| Morgan Stanley | 23,826 | $180.4K | 0.00% | −5,432−18.6% | Reduced |
| JPMorgan Chase & Co | 24,790 | $187.7K | 0.00% | −13,552−35.3% | Reduced |
| Squarepoint Ops LLC | 25,178 | $190.6K | 0.00% | +25,178 | New |
| Susquehanna International Group, LLP | 28,940 | $219.1K | 0.00% | +18,010+164.8% | Added |
| Skylands Capital, LLC | 29,704 | $224.9K | 0.03% | +2,404+8.8% | Added |
| Lido Advisors, LLC | 32,431 | $245.5K | 0.00% | +32,431 | New |
| First Trust Advisors LP | 33,790 | $255.8K | 0.00% | −485−1.4% | Reduced |
| Charles Schwab Investment Management Inc | 35,531 | $269.0K | 0.00% | +3,796+12.0% | Added |
| US Bancorp | 40,505 | $306.6K | 0.00% | +40,505 | New |
| Goldman Sachs Group Inc | 41,712 | $315.8K | 0.00% | +6,774+19.4% | Added |
| American Century Companies Inc | 42,266 | $320.0K | 0.00% | −10,388−19.7% | Reduced |
| Millennium Management LLC | 44,592 | $337.6K | 0.00% | +44,592 | New |
| Janney Montgomery Scott LLC | 44,943 | $340.0K | 0.00% | +935+2.1% | Added |
| Bridgeway Capital Management, LLC | 57,595 | $436.0K | 0.01% | −28,333−33.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 59,839 | $453.0K | 0.00% | +6,714+12.6% | Added |
| Acadian Asset Management LLC | 77,818 | $588.0K | 0.00% | −699−0.9% | Reduced |
| Bank of New York Mellon Corp | 94,904 | $718.4K | 0.00% | +4,439+4.9% | Added |
| Northern Trust Corp | 97,021 | $734.4K | 0.00% | −1,893−1.9% | Reduced |
| Teton Advisors, Inc. | 100,500 | $760.8K | 0.48% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 103,093 | $780.4K | 0.00% | +1,700+1.7% | Added |
| IFP Advisors, Inc | 106,320 | $804.8K | 0.02% | +106,320 | New |
| Segall Bryant & Hamill, LLC | 110,177 | $834.0K | 0.01% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 110,866 | $839.3K | 0.02% | −648−0.6% | Reduced |
| State Street Corp | 117,899 | $892.5K | 0.00% | −4,981−4.1% | Reduced |
| Heartland Advisors Inc | 150,000 | $1.14M | 0.07% | −30,000−16.7% | Reduced |
| Neuberger Berman Group LLC | 181,016 | $1.39M | 0.00% | −2,596−1.4% | Reduced |
| Royce & Associates LP | 225,384 | $1.71M | 0.02% | −103,850−31.5% | Reduced |
| Geode Capital Management, LLC | 268,298 | $2.03M | 0.00% | +12,808+5.0% | Added |
| Grace & White Inc | 269,247 | $2.04M | 0.39% | +55,111+25.7% | Added |
| Gabelli Funds LLC | 385,524 | $2.92M | 0.02% | −500−0.1% | Reduced |
| AMH Equity Ltd | 530,086 | $4.01M | 6.20% | −183,600−25.7% | Reduced |
| Pacific Ridge Capital Partners, LLC | 565,547 | $4.28M | 1.13% | +2700.0% | Added |
| Dimensional Fund Advisors LP | 621,969 | $4.71M | 0.00% | +24,494+4.1% | Added |
| Vanguard Group Inc | 635,565 | $4.81M | 0.00% | −1,810−0.3% | Reduced |
| BlackRock, Inc. | 668,703 | $5.06M | 0.00% | −8,998−1.3% | Reduced |
| Juniper Investment Company, LLC | 1,024,954 | $7.76M | 3.50% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 1,673,799 | $12.7M | 0.14% | +43,647+2.7% | Added |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −15,207−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −11,815−100.0% | Sold out |
| SBI Securities Co., Ltd. | 0 | $0 | 0.00% | −514−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |