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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 2026

Institutional positions in Twin Disc Inc as of Mar 31, 2026. 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
+8 vs. Q4 2025
Shares held
8.86M
+859.7K (+10.7%) vs. Q4 2025
Total value
$133.5M
+$64.1K (0.0%) vs. Q4 2025
New holders
13
29 more added
Sold out
5
19 more reduced

3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2026: 79 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 2026: $133.5M
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 2026

Shares, value and share of portfolio for each institution holding Twin Disc Inc; share changes are against Q4 2025.

Institutions holding TWIN in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Huntington National Bank2$300.00%00.0%Unchanged
CWM, LLC12$1810.00%−12−50.0%Reduced
EverSource Wealth Advisors, LLC18$2710.00%+18New
N.E.W. Advisory Services LLC42$6330.00%00.0%Unchanged
Nisa Investment Advisors, LLC64$9640.00%00.0%Unchanged
IAG Wealth Partners, LLC66$9950.00%00.0%Unchanged
Advisor Group Holdings, Inc.100$1.52K0.00%00.0%Unchanged
Torren Management, LLC111$1.67K0.00%00.0%Unchanged
Optiver Holding B.V.130$1.96K0.00%00.0%Unchanged
BNP Paribas Arbitrage, SA136$2.05K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)147$2.21K0.00%+147New
Harbour Investments, Inc.150$2.26K0.00%+150New
Russell Investments Group, Ltd.211$3.18K0.00%00.0%Unchanged
Farther Finance Advisors, LLC250$3.94K0.00%+250New
Rhumbline Advisers519$7.82K0.00%00.0%Unchanged
GAMMA Investing LLC603$9.09K0.00%00.0%Unchanged
Royal Bank of Canada649$10.0K0.00%−126−16.3%Reduced
FMR LLC2,741$41.3K0.00%+45+1.7%Added
JPMorgan Chase & Co4,834$71.3K0.00%+10.0%Added
Vanguard Global Advisers, LLC5,211$78.5K0.00%+5,211New
Central Pacific Bank - Trust Division10,000$150.7K0.02%00.0%Unchanged
Jefferies Financial Group Inc.10,000$150.7K0.00%+10,000New
Wells Fargo & Company10,001$150.7K0.00%+10.0%Added
Citigroup Inc11,422$172.1K0.00%+3,749+48.9%Added
HRT Financial LP11,850$178.0K0.00%+11,850New
Hudson Bay Capital Management LP16,937$255.2K0.00%+1,386+8.9%Added
Bank of America Corp18,437$277.8K0.00%+4,753+34.7%Added
Archon Capital Management LLC18,929$285.3K0.16%00.0%Unchanged
American Century Companies Inc19,032$286.8K0.00%−523−2.7%Reduced
Jane Street Group, LLC20,429$307.9K0.00%−23,774−53.8%Reduced
Schonfeld Strategic Advisors LLC21,052$317.3K0.00%+21,052New
Morgan Stanley21,968$331.1K0.00%+708+3.3%Added
Point72 Asset Management, L.P.23,537$354.7K0.00%+3,645+18.3%Added
UBS Group AG26,583$400.6K0.00%+22,063+488.1%Added
Empowered Funds, LLC26,786$403.7K0.00%+26,786New
Two Sigma Investments, LP27,608$416.1K0.00%−4,998−15.3%Reduced
Northern Trust Corp29,569$445.6K0.00%00.0%Unchanged
683 Capital Management, LLC31,967$481.7K0.04%00.0%Unchanged
EAM Investors, LLC36,248$546.3K0.06%−16,614−31.4%Reduced
US Bancorp40,505$610.4K0.00%00.0%Unchanged
Citadel Advisors LLC41,059$618.8K0.00%+20,630+101.0%Added
Skylands Capital, LLC41,200$620.9K0.08%−3,000−6.8%Reduced
Qube Research & Technologies Ltd44,316$667.8K0.00%+14,199+47.1%Added
Barclays PLC45,420$684.5K0.00%+30,968+214.3%Added
State Street Corp47,304$712.9K0.00%+3,199+7.3%Added
Goldman Sachs Group Inc48,006$723.5K0.00%+21,464+80.9%Added
RBF Capital, LLC54,032$814.3K0.04%−800−1.5%Reduced
Meros Investment Management, LP57,959$873.4K0.38%+3,352+6.1%Added
North Star Investment Management Corp.58,000$874.1K0.05%+58,000New
Kennedy Capital Management, Inc.61,935$933.4K0.02%+1,122+1.8%Added
Vanguard Fiduciary Trust Co67,304$1.01M0.00%+67,304New
SEI Investments Co70,471$1.06M0.00%+33,919+92.8%Added
Ritholtz Wealth Management72,299$1.09M0.02%+11,835+19.6%Added
Segall Bryant & Hamill, LLC72,482$1.09M0.02%−174−0.2%Reduced
Bridgeway Capital Management, LLC77,365$1.17M0.02%+21,099+37.5%Added
Bank of New York Mellon Corp81,698$1.23M0.00%−747−0.9%Reduced
Connor, Clark & Lunn Investment Management Ltd.89,598$1.35M0.00%−237−0.3%Reduced
Teton Advisors, LLC91,500$1.38M0.97%−5,500−5.7%Reduced
O'Shaughnessy Asset Management, LLC92,487$1.39M0.01%+6,092+7.1%Added
Renaissance Technologies LLC107,393$1.62M0.00%−9,300−8.0%Reduced
Peapod Lane Capital LLC108,107$1.62M1.33%−30,523−22.0%Reduced
Mink Brook Asset Management LLC111,216$1.68M0.94%−135,138−54.9%Reduced
Mackenzie Financial Corp115,876$1.75M0.00%+115,876New
IFP Advisors, Inc117,989$1.78M0.04%+1,438+1.2%Added
Geode Capital Management, LLC133,977$2.02M0.00%+2,736+2.1%Added
Arrowstreet Capital, Limited Partnership134,364$2.02M0.00%−14,671−9.8%Reduced
Acadian Asset Management LLC173,689$2.61M0.00%+15,069+9.5%Added
BlackRock, Inc.175,553$2.65M0.00%+3,278+1.9%Added
Millennium Management LLC193,345$2.91M0.00%+122,423+172.6%Added
Allspring Global Investments Holdings, LLC194,474$2.93M0.00%+14,355+8.0%Added
Susquehanna International Group, LLP206,256$3.11M0.00%+51,664+33.4%Added
Grace & White Inc236,122$3.56M0.63%00.0%Unchanged
Gabelli Funds LLC400,524$6.04M0.04%+6,000+1.5%Added
Ameriprise Financial Inc441,731$6.66M0.00%−3,922−0.9%Reduced
Vanguard Capital Management LLC529,296$7.98M0.00%+529,296New
Pacific Ridge Capital Partners, LLC530,566$8.00M1.73%+2,728+0.5%Added
Dimensional Fund Advisors LP610,412$9.20M0.00%−9,185−1.5%Reduced
Juniper Investment Company, LLC1,024,954$15.4M4.93%00.0%Unchanged
Gamco Investors, Inc. Et Al1,653,136$24.9M0.25%−84,163−4.8%Reduced
Sentinus, LLC0$00.00%−25,000−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−24,128−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−17,400−100.0%Sold out
Steward Partners Investment Advisory, LLC0$00.00%−100−100.0%Sold out
Simplex Trading, LLC0$00.00%−88−100.0%Sold out
Vanguard Group Inc––––Not filed
Perritt Capital Management Inc––––Not filed
Global Retirement Partners, LLC––––Not filed