TWIN DISC INC (TWIN)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
92
Reporting holders
$216.2M
Reported value
64.7%
Of shares outstanding
0.0%
Held as options
+15
Holder change
Institutions report 9,328,023 shares against 14,422,827 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Share count carried from an earlier filing (cy2026q1i).
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| GAMCO INVESTORS, INC. ET AL | $37.8M | 1,629,936 | 0.34% | 31q | -1.4%-$538.2K |
| Juniper Investment Company, LLC | $23.8M | 1,024,954 | 6.30% | 28q | HELD |
| BlackRock, Inc. | $17.2M | 743,060 | 0.00% | 8q | +323.3%+$13.2M |
| DIMENSIONAL FUND ADVISORS LP | $14.1M | 607,438 | 0.00% | 31q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $12.8M | 550,852 | 0.00% | 2q | +4.1%+$500.1K |
| Pacific Ridge Capital Partners, LLC | $12.2M | 526,488 | 2.22% | 31q | -0.8%-$94.6K |
| GABELLI FUNDS LLC | $9.3M | 400,524 | 0.06% | 31q | HELD |
| AMERIPRISE FINANCIAL INC | $7.3M | 314,368 | 0.00% | 10q | -64.4%-$13.2M |
| GEODE CAPITAL MANAGEMENT, LLC | $6.8M | 291,841 | 0.00% | 31q | +117.8%+$3.7M |
| Allspring Global Investments Holdings, LLC | $5.7M | 246,197 | 0.01% | 4q | +26.6%+$1.2M |
| GRACE & WHITE INC /NY | $5.0M | 217,230 | 0.80% | 31q | -8.0%-$438.3K |
| NEEDHAM INVESTMENT MANAGEMENT LLC | $3.5M | 150,000 | 0.10% | new | NEW |
| Archon Capital Management LLC | $3.4M | 147,660 | 1.39% | 3q | +680.1%+$3.0M |
| RITHOLTZ WEALTH MANAGEMENT | $3.2M | 139,330 | 0.02% | 4q | +92.7%+$1.6M |
| STATE STREET CORP | $3.0M | 129,569 | 0.00% | 21q | +173.9%+$1.9M |
| IFP Advisors, Inc | $2.8M | 120,357 | 0.05% | 6q | +2.0%+$54.9K |
| RENAISSANCE TECHNOLOGIES LLC | $2.7M | 117,093 | 0.00% | 31q | +9.0%+$225.0K |
| Bank of New York Mellon Corp | $2.7M | 115,687 | 0.00% | 31q | +41.6%+$788.5K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $2.3M | 97,261 | 0.04% | 31q | +25.7%+$461.6K |
| NORTHERN TRUST CORP | $2.2M | 95,023 | 0.00% | 31q | +221.4%+$1.5M |
| Connor, Clark & Lunn Investment Management Ltd. | $2.1M | 92,104 | 0.00% | 11q | +2.8%+$58.1K |
| Teton Advisors, LLC | $2.1M | 90,700 | 1.22% | 4q | -0.9%-$18.6K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $2.1M | 89,689 | 0.01% | 4q | -3.0%-$64.9K |
| Meros Investment Management, LP | $1.9M | 80,377 | 0.59% | 3q | +38.7%+$520.1K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.8M | 77,767 | 0.00% | new | NEW |
| VANGUARD FIDUCIARY TRUST CO | $1.7M | 75,390 | 0.00% | 2q | +12.0%+$187.6K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $1.7M | 73,641 | 0.00% | 5q | -45.2%-$1.4M |
| SEGALL BRYANT & HAMILL, LLC | $1.7M | 72,386 | 0.02% | 8q | HELD |
| KENNEDY CAPITAL MANAGEMENT LLC | $1.4M | 61,506 | 0.03% | 14q | -0.7%-$10.0K |
| Informed Momentum Co LLC | $1.4M | 59,773 | 0.12% | 3q | +64.9%+$545.8K |
| North Star Investment Management Corp. | $1.3M | 58,000 | 0.07% | 2q | HELD |
| CITADEL ADVISORS LLC | $1.3M | 57,188 | 0.00% | 12q | +39.3%+$374.2K |
| PANAGORA ASSET MANAGEMENT INC | $1.2M | 52,640 | 0.00% | new | NEW |
| ALGERT GLOBAL LLC | $1.2M | 51,463 | 0.01% | new | NEW |
| RBF Capital, LLC | $1.2M | 50,380 | 0.05% | 5q | -6.8%-$84.7K |
| SEI INVESTMENTS CO | $1.1M | 47,411 | 0.00% | 3q | -32.7%-$535.0K |
| US BANCORP \DE\ | $939.7K | 40,505 | 0.00% | 6q | HELD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $780.3K | 33,632 | 0.00% | new | NEW |
| Sixth Street Partners Management Company, L.P. | $780.3K | 33,632 | 0.00% | new | NEW |
| Quadrature Capital Ltd | $668.6K | 28,821 | 0.01% | new | NEW |
| Empowered Funds, LLC | $666.5K | 28,727 | 0.00% | 2q | +7.2%+$45.0K |
| GOLDMAN SACHS GROUP INC | $610.0K | 26,295 | 0.00% | 10q | -45.2%-$503.7K |
| Trexquant Investment LP | $608.2K | 26,216 | 0.00% | new | NEW |
| XTX Topco Ltd | $592.6K | 25,545 | 0.01% | new | NEW |
| Squarepoint Ops LLC | $526.0K | 22,671 | 0.00% | new | NEW |
| Nuveen, LLC | $482.2K | 20,783 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $456.3K | 19,666 | 0.00% | 31q | -1.7%-$7.8K |
| TWO SIGMA INVESTMENTS, LP | $454.4K | 19,585 | 0.00% | 4q | -29.1%-$186.1K |
| BNP PARIBAS FINANCIAL MARKETS | $415.3K | 17,900 | 0.00% | 9q | +13061.8%+$412.1K |
| Skylands Capital, LLC | $385.0K | 16,595 | 0.05% | 23q | -59.7%-$570.8K |
| AMERICAN CENTURY COMPANIES INC | $368.6K | 15,889 | 0.00% | 8q | -16.5%-$72.9K |
| ROYAL BANK OF CANADA | $368.0K | 15,897 | 0.00% | 28q | +2349.5%+$353.0K |
| MORGAN STANLEY | $350.8K | 15,122 | 0.00% | 35q | -31.2%-$158.8K |
| LAZARD ASSET MANAGEMENT LLC | $338.9K | 14,609 | 0.00% | new | NEW |
| Y-Intercept (Hong Kong) Ltd | $328.2K | 14,148 | 0.01% | new | NEW |
| Invesco Ltd. | $309.0K | 13,321 | 0.00% | new | NEW |
| DEUTSCHE BANK AG\ | $261.3K | 11,262 | 0.00% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $259.0K | 11,163 | 0.00% | 31q | -39.5%-$168.8K |
| RHUMBLINE ADVISERS | $258.6K | 11,148 | 0.00% | 13q | +2048.0%+$246.6K |
| Central Pacific Bank - Trust Division | $232.0K | 10,000 | 0.02% | 10q | HELD |
| EntryPoint Capital, LLC | $208.7K | 8,994 | 0.05% | new | NEW |
| UBS Group AG | $163.9K | 7,066 | 0.00% | 29q | -73.4%-$452.8K |
| MetLife Investment Management, LLC | $160.9K | 6,936 | 0.00% | new | NEW |
| CITIGROUP INC | $124.0K | 5,345 | 0.00% | 12q | -53.2%-$141.0K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $122.8K | 5,292 | 0.00% | new | NEW |
| Vanguard Global Advisers, LLC | $120.9K | 5,211 | 0.00% | 2q | HELD |
| JPMORGAN CHASE & CO | $113.4K | 4,816 | 0.00% | 14q | HELD |
| FMR LLC | $110.5K | 4,764 | 0.00% | 9q | +73.8%+$46.9K |
| Aster Capital Management (DIFC) Ltd | $108.2K | 12,248 | 0.01% | new | NEW |
| NEW YORK STATE COMMON RETIREMENT FUND | $102.1K | 4,400 | 0.00% | new | NEW |
| Police & Firemen's Retirement System of New Jersey | $79.0K | 3,404 | 0.00% | new | NEW |
| BARCLAYS PLC | $55.6K | 2,395 | 0.00% | 12q | -94.7%-$998.2K |
| Global Retirement Partners, LLC | $53.9K | 2,325 | 0.00% | 2q | HELD |
| Russell Investments Group, Ltd. | $26.3K | 1,133 | 0.00% | 6q | +437.0%+$21.4K |
| Legal & General Group Plc | $26.1K | 1,124 | 0.00% | new | NEW |
| Ameritas Investment Partners, Inc. | $24.3K | 1,047 | 0.00% | new | NEW |
| Tower Research Capital LLC (TRC) | $22.0K | 950 | 0.00% | 2q | +546.3%+$18.6K |
| GAMMA Investing LLC | $14.0K | 603 | 0.00% | 5q | HELD |
| NewEdge Advisors, LLC | $12.4K | 534 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $5.8K | 250 | 0.00% | 2q | HELD |
| Sterling Capital Management LLC | $5.4K | 233 | 0.00% | new | NEW |
| ACADIAN ASSET MANAGEMENT LLC | $4.1K | 175,453 | 0.00% | 25q | +1.0% |
| HARBOUR INVESTMENTS, INC. | $3.5K | 150 | 0.00% | 2q | HELD |
| Torren Management, LLC | $2.6K | 111 | 0.00% | 3q | HELD |
| OSAIC HOLDINGS, INC. | $2.2K | 95 | 0.00% | 18q | -5.0% |
| IAG Wealth Partners, LLC | $1.5K | 66 | 0.00% | 27q | HELD |
| NISA INVESTMENT ADVISORS, LLC | $1.5K | 64 | 0.00% | 6q | HELD |
| N.E.W. Advisory Services LLC | $974 | 42 | 0.00% | 4q | HELD |
| PRICE T ROWE ASSOCIATES INC /MD/ | $220 | 9,474 | 0.00% | new | NEW |
| SBI Securities Co., Ltd. | $70 | 3 | 0.00% | new | NEW |
| HUNTINGTON NATIONAL BANK | $46 | 2 | 0.00% | 15q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $46 | 2 | 0.00% | new | NEW |
| Optiver Holding B.V. | $46 | 2 | 0.00% | 4q | -98.5%-$2.9K |
| Caitong International Asset Management Co., Ltd | $23 | 1 | 0.00% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-30 | 13G | BlackRock, Inc. | 5.1% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 92 | $216.2M | 9,328,023 | 28 | 24 | 22 | 0.0% |
| Q1 2026 | 77 | $137.6M | 9,128,464 | 10 | 28 | 15 | 0.0% |
| Q4 2025 | 72 | $142.1M | 8,515,508 | 10 | 23 | 18 | 0.0% |
| Q3 2025 | 74 | $117.5M | 8,429,192 | 15 | 22 | 21 | 0.0% |
| Q2 2025 | 74 | $73.5M | 8,309,533 | 20 | 21 | 26 | 0.2% |
| Q1 2025 | 71 | $66.7M | 8,815,542 | 11 | 18 | 26 | 0.0% |
| Q4 2024 | 64 | $103.3M | 8,792,189 | 2 | 19 | 20 | 0.0% |
| Q3 2024 | 64 | $109.4M | 8,759,908 | 8 | 21 | 12 | 0.0% |
| Q2 2024 | 67 | $102.3M | 8,683,998 | 16 | 23 | 20 | 0.0% |
| Q1 2024 | 56 | $137.6M | 8,320,961 | 7 | 15 | 23 | 0.0% |
| Q4 2023 | 52 | $132.2M | 8,180,716 | 7 | 17 | 16 | 0.0% |
| Q3 2023 | 46 | $109.3M | 7,962,421 | 7 | 11 | 14 | 0.0% |
| Q2 2023 | 41 | $90.4M | 8,027,640 | 4 | 13 | 6 | 0.0% |
| Q1 2023 | 41 | $75.7M | 7,928,091 | 4 | 15 | 4 | 0.0% |
| Q4 2022 | 36 | $68.7M | 7,066,625 | 5 | 4 | 9 | 0.0% |
| Q3 2022 | 42 | $88.8M | 7,738,110 | 2 | 11 | 9 | 0.0% |
| Q2 2022 | 45 | $70.4M | 7,767,754 | 5 | 12 | 5 | 0.0% |
| Q1 2022 | 42 | $131.4M | 7,895,970 | 8 | 10 | 8 | 0.0% |
| Q4 2021 | 39 | $84.6M | 7,715,715 | 1 | 9 | 10 | 0.0% |
| Q3 2021 | 40 | $73.8M | 6,922,854 | 4 | 11 | 10 | 0.0% |
| Q2 2021 | 37 | $98.0M | 6,887,597 | 5 | 11 | 10 | 0.0% |
| Q1 2021 | 37 | $64.8M | 6,776,002 | 2 | 7 | 15 | 0.0% |
| Q4 2020 | 40 | $52.6M | 6,698,721 | 5 | 5 | 19 | 0.0% |
| Q3 2020 | 37 | $34.5M | 6,812,850 | 3 | 5 | 15 | 0.0% |
| Q2 2020 | 46 | $39.4M | 7,112,662 | 11 | 6 | 19 | 0.0% |
| Q1 2020 | 55 | $54.4M | 7,792,225 | 4 | 15 | 20 | 0.0% |
| Q4 2019 | 59 | $85.9M | 7,797,867 | 6 | 18 | 11 | 0.0% |
| Q3 2019 | 60 | $84.1M | 7,935,515 | 9 | 19 | 16 | 0.0% |
| Q2 2019 | 61 | $113.4M | 7,513,393 | 9 | 22 | 17 | 0.0% |
| Q1 2019 | 63 | $123.8M | 7,437,070 | 6 | 21 | 16 | 0.0% |
| Q4 2018 | 66 | $110.9M | 7,519,963 | 1 | 1 | 1 | 0.0% |