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, Q2 2025
Institutional positions in Twin Disc Inc as of Jun 30, 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
- 79
- +3 vs. Q1 2025
- Shares held
- 8.45M
- −491.3K (−5.5%) vs. Q1 2025
- Total value
- $74.6M
- +$6.91M (+10.2%) vs. Q1 2025
- New holders
- 22
- 25 more added
- Sold out
- 19
- 26 more reduced
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Twin Disc Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| True Wealth Design, LLC | 1 | $9 | 0.00% | −3−75.0% | Reduced |
| Barclays PLC | 3 | $26 | 0.00% | −11,298−100.0% | Reduced |
| First Horizon Advisors, Inc. | 13 | $115 | 0.00% | +13 | New |
| Essential Partners LLC | 23 | $203 | 0.00% | +23 | New |
| EverSource Wealth Advisors, LLC | 24 | $212 | 0.00% | +24 | New |
| Russell Investments Group, Ltd. | 51 | $450 | 0.00% | −71−58.2% | Reduced |
| Nisa Investment Advisors, LLC | 64 | $565 | 0.00% | −3−4.5% | Reduced |
| IAG Wealth Partners, LLC | 66 | $583 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 100 | $885 | 0.00% | +55+122.2% | Added |
| Covestor Ltd | 95 | $1.00K | 0.00% | +95 | New |
| Comerica Bank | 163 | $1.44K | 0.00% | −364−69.1% | Reduced |
| Citigroup Inc | 198 | $1.75K | 0.00% | −7,552−97.4% | Reduced |
| Raymond James Financial Inc | 215 | $1.90K | 0.00% | +215 | New |
| Lazard Asset Management LLC | 310 | $2.00K | 0.00% | +242+355.9% | Added |
| Operose Advisors LLC | 247 | $2.18K | 0.00% | +247 | New |
| Rhumbline Advisers | 519 | $4.58K | 0.00% | −10,652−95.4% | Reduced |
| GAMMA Investing LLC | 603 | $5.32K | 0.00% | +603 | New |
| CWM, LLC | 692 | $6.00K | 0.00% | +643+1,312.2% | Added |
| BNP Paribas Arbitrage, SA | 2,309 | $20.4K | 0.00% | +1,169+102.5% | Added |
| FMR LLC | 2,696 | $23.8K | 0.00% | −752−21.8% | Reduced |
| Simplex Trading, LLC | 3,308 | $29.0K | 0.00% | +3,308 | New |
| UBS Group AG | 3,294 | $29.1K | 0.00% | −6,062−64.8% | Reduced |
| Tower Research Capital LLC (TRC) | 3,414 | $30.1K | 0.00% | +2,168+174.0% | Added |
| JPMorgan Chase & Co | 4,168 | $36.8K | 0.00% | −20,622−83.2% | Reduced |
| Central Pacific Bank - Trust Division | 10,000 | $88.3K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 10,002 | $88.3K | 0.00% | +10,000+500,000.0% | Added |
| Jain Global LLC | 10,266 | $90.6K | 0.00% | +10,266 | New |
| Royce & Associates LP | 10,532 | $93.0K | 0.00% | −214,852−95.3% | Reduced |
| Corton Capital Inc. | 10,558 | $93.2K | 0.11% | +10,558 | New |
| Wells Fargo & Company | 11,992 | $105.9K | 0.00% | −4,709−28.2% | Reduced |
| Aster Capital Management (DIFC) Ltd | 12,248 | $108.2K | 0.02% | +12,248 | New |
| Bank of America Corp | 15,811 | $139.6K | 0.00% | +4,590+40.9% | Added |
| Qube Research & Technologies Ltd | 15,934 | $140.7K | 0.00% | +15,934 | New |
| Morgan Stanley | 17,645 | $155.8K | 0.00% | −6,181−25.9% | Reduced |
| Susquehanna International Group, LLP | 18,425 | $162.7K | 0.00% | −10,515−36.3% | Reduced |
| Empowered Funds, LLC | 19,989 | $176.5K | 0.00% | +1,573+8.5% | Added |
| Perritt Capital Management Inc | 20,000 | $176.6K | 0.09% | +20,000 | New |
| Marshall Wace, LLP | 21,059 | $186.0K | 0.00% | +21,059 | New |
| Royal Bank of Canada | 23,337 | $206.0K | 0.00% | +3,308+16.5% | Added |
| Gsa Capital Partners LLP | 25,794 | $228.0K | 0.02% | +25,794 | New |
| Squarepoint Ops LLC | 27,324 | $241.3K | 0.00% | +2,146+8.5% | Added |
| American Century Companies Inc | 27,690 | $244.5K | 0.00% | −14,576−34.5% | Reduced |
| Bailard, Inc. | 29,018 | $256.2K | 0.01% | +29,018 | New |
| Northern Trust Corp | 31,154 | $275.1K | 0.00% | −65,867−67.9% | Reduced |
| Martin & Co Inc | 31,323 | $276.6K | 0.05% | +31,323 | New |
| Lido Advisors, LLC | 32,431 | $286.4K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 34,869 | $307.9K | 0.00% | +11,401+48.6% | Added |
| First Trust Advisors LP | 35,168 | $310.5K | 0.00% | +1,378+4.1% | Added |
| Skylands Capital, LLC | 39,004 | $344.4K | 0.05% | +9,300+31.3% | Added |
| State Street Corp | 39,105 | $345.3K | 0.00% | −78,794−66.8% | Reduced |
| US Bancorp | 40,505 | $357.7K | 0.00% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 44,168 | $390.0K | 0.01% | −13,427−23.3% | Reduced |
| Janney Montgomery Scott LLC | 45,080 | $398.0K | 0.00% | +137+0.3% | Added |
| Goldman Sachs Group Inc | 45,816 | $404.6K | 0.00% | +4,104+9.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 47,549 | $419.9K | 0.01% | +47,549 | New |
| RBF Capital, LLC | 60,000 | $529.8K | 0.03% | +60,000 | New |
| Kennedy Capital Management, Inc. | 61,443 | $542.5K | 0.01% | −49,423−44.6% | Reduced |
| Mink Brook Asset Management LLC | 61,447 | $542.6K | 0.47% | +61,447 | New |
| Arrowstreet Capital, Limited Partnership | 64,127 | $566.2K | 0.00% | +64,127 | New |
| Bank of New York Mellon Corp | 69,980 | $617.9K | 0.00% | −24,924−26.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 79,273 | $700.0K | 0.00% | +19,434+32.5% | Added |
| Acadian Asset Management LLC | 86,060 | $758.0K | 0.00% | +8,242+10.6% | Added |
| Teton Advisors, Inc. | 98,500 | $869.8K | 0.53% | −2,000−2.0% | Reduced |
| IFP Advisors, Inc | 107,202 | $947.4K | 0.03% | +882+0.8% | Added |
| Segall Bryant & Hamill, LLC | 110,177 | $972.9K | 0.01% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 129,885 | $1.15M | 0.00% | −138,413−51.6% | Reduced |
| Peapod Lane Capital LLC | 136,132 | $1.20M | 1.20% | +136,132 | New |
| Millennium Management LLC | 145,682 | $1.29M | 0.00% | +101,090+226.7% | Added |
| Renaissance Technologies LLC | 158,708 | $1.40M | 0.00% | +55,615+53.9% | Added |
| BlackRock, Inc. | 160,993 | $1.42M | 0.00% | −507,710−75.9% | Reduced |
| Grace & White Inc | 284,529 | $2.51M | 0.46% | +15,282+5.7% | Added |
| Gabelli Funds LLC | 387,524 | $3.42M | 0.02% | +2,000+0.5% | Added |
| Ameriprise Financial Inc | 439,241 | $3.88M | 0.00% | +417,590+1,928.7% | Added |
| AMH Equity Ltd | 464,000 | $4.10M | 6.03% | −66,086−12.5% | Reduced |
| Pacific Ridge Capital Partners, LLC | 557,619 | $4.92M | 1.18% | −7,928−1.4% | Reduced |
| Vanguard Group Inc | 571,142 | $5.04M | 0.00% | −64,423−10.1% | Reduced |
| Dimensional Fund Advisors LP | 629,746 | $5.56M | 0.00% | +7,777+1.3% | Added |
| Juniper Investment Company, LLC | 1,024,954 | $9.05M | 3.73% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 1,732,799 | $15.3M | 0.15% | +59,000+3.5% | Added |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −181,016−100.0% | Sold out |
| Heartland Advisors Inc | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Charles Schwab Investment Management Inc | 0 | $0 | 0.00% | −35,531−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −22,220−100.0% | Sold out |
| Nuveen, LLC | 0 | $0 | 0.00% | −15,002−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −13,445−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −9,800−100.0% | Sold out |
| Mirae Asset Global ETFs Holdings Ltd. | 0 | $0 | 0.00% | −6,800−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −6,282−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −5,469−100.0% | Sold out |
| Police & Firemen's Retirement System of New Jersey | 0 | $0 | 0.00% | −2,244−100.0% | Sold out |
| New York State Common Retirement Fund | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| Ameritas Investment Partners, Inc. | 0 | $0 | 0.00% | −1,094−100.0% | Sold out |
| Legal & General Group Plc | 0 | $0 | 0.00% | −960−100.0% | Sold out |
| California State Teachers Retirement System | 0 | $0 | 0.00% | −809−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −386−100.0% | Sold out |
| Sterling Capital Management LLC | 0 | $0 | 0.00% | −201−100.0% | Sold out |
| Private Wealth Management Group, LLC | 0 | $0 | 0.00% | −201−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −13−100.0% | Sold out |