TWIN · Twin Disc Inc · Holdings

$24.54 +0.20 (+0.82%) At close · Sep 11

Russell 2000 member Rebalance outlook locked

Market Cap

$356.79M

14.54M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 92

Total Value: $218,023,394

Total Shares: 9,397,562

Institutional Ownership Trend

26 quarters

Superinvestors Holding TWIN

All superinvestors →

Mario Gabelli $37,814,515

Holder Concentration

Across 92 13F filers · Δ vs Mar 31, 2026

Top Holder

17.3%

−1.3 pts

Top 5

48.5%

−0.6 pts

Top 10

67.4%

+1.7 pts

HHI

669

Broadly held−32

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +13

Institutional value: +63.2%

Shares held: +6.0%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega BlackRock, Inc.	+567,507	743,060
Mega GEODE CAPITAL MANAGEMENT, LLC	+157,864	291,841
Small Archon Capital Management LLC	+128,731	147,660
Mega STATE STREET CORP	+82,265	129,569
Mega NORTHERN TRUST CORP	+65,454	95,023

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega AMERIPRISE FINANCIAL INC	−127,363	314,368
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	−60,723	73,641
Mega BARCLAYS PLC	−43,025	2,395
Small Skylands Capital, LLC	−24,605	16,595
Large GAMCO INVESTORS, INC. ET AL	−23,200	1,629,936

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mid NEEDHAM INVESTMENT MANAGEMENT LLC	150,000	$3,480,000
Mega VANGUARD PORTFOLIO MANAGEMENT LLC	77,767	$1,804,194
Large PANAGORA ASSET MANAGEMENT INC	52,640	$1,221,248
Mid ALGERT GLOBAL LLC	51,463	$1,193,941
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC	33,632	$780,262

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP	206,256	$3,108,277
Mega MILLENNIUM MANAGEMENT LLC	193,345	$2,913,709
Large MACKENZIE FINANCIAL CORP	115,876	$1,746,251
Small Mink Brook Asset Management LLC	111,216	$1,676,025
Small Peapod Lane Capital LLC	108,107	$1,629,172

Filter: New 28 Increased 25 Reduced 25 Sold out 15 Unchanged 14

Showing 92 of 92

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

GAMCO INVESTORS, INC. ET AL

$37,814,515

17.34%

1,629,936

Juniper Investment Company, LLC

$23,778,932

10.91%

1,024,954

BlackRock, Inc.

$17,238,990

7.91%

743,060

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	828	$19,209	0.1%	Sole
BlackRock Investment Management, LLC	33,305	$772,676	4.5%	Sole
BLACKROCK ADVISORS LLC	25,319	$587,400	3.4%	Sole
BlackRock Fund Advisors	402,045	$9,327,444	54.1%	Sole
BlackRock Institutional Trust Company, N.A.	280,360	$6,504,352	37.7%	Sole
Aperio Group, LLC	1,203	$27,909	0.2%	Sole

DIMENSIONAL FUND ADVISORS LP

$14,092,560

6.46%

607,438

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Dimensional Fund Advisors Ltd.	1,383	$32,085	0.2%	Defined
DFA Australia Ltd.	2,183	$50,645	0.4%	Defined
Dimensional Ireland Ltd	27,536	$638,835	4.5%	Defined
Held directly	576,336	$13,370,995	94.9%	Sole

VANGUARD CAPITAL MANAGEMENT LLC

$12,779,766

5.86%

550,852

Pacific Ridge Capital Partners, LLC

$12,214,521

5.60%

526,488

GABELLI FUNDS LLC

$9,292,156

4.26%

400,524

AMERIPRISE FINANCIAL INC

$7,293,337

3.35%

314,368

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Columbia Management Investment Advisers, LLC	314,368	$7,293,337	100.0%	Defined

GEODE CAPITAL MANAGEMENT, LLC

$6,770,710

3.11%

291,841

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	42,043	$975,397	14.4%	Defined
Held directly	249,798	$5,795,313	85.6%	Defined

Allspring Global Investments Holdings, LLC

$5,711,770

2.62%

246,197

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Allspring Global Investments, LLC reporting on behalf of UBS ASSET MANAGEMENT AMERICAS INC	246,197	$5,711,770	100.0%	Defined

GRACE & WHITE INC /NY

$5,039,736

2.31%

217,230

ACADIAN ASSET MANAGEMENT LLC

$4,070,509

1.87%

175,453

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Acadian Inc	175,453	$4,070,509	100.0%	Defined

NEEDHAM INVESTMENT MANAGEMENT LLC

$3,480,000

1.60%

150,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Needham Aggressive Growth Fund	150,000	$3,480,000	100.0%	Defined

Archon Capital Management LLC

$3,425,712

1.57%

147,660

STATE STREET CORP

$3,006,000

1.38%

129,569

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SSGA FUNDS MANAGEMENT, INC. joint	129,569	$3,006,000	100.0%	Defined

IFP Advisors, Inc

$2,792,282

1.28%

120,357

RENAISSANCE TECHNOLOGIES LLC

$2,716,557

1.25%

117,093

Bank of New York Mellon Corp

$2,683,937

1.23%

115,687

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Investments Corporation	92,957	$2,156,602	80.4%	Defined
The Bank of New York Mellon	17,929	$415,952	15.5%	Defined
BNY Mellon, NA joint	4,800	$111,360	4.1%	Defined
Held directly	1	$23	0.0%	Defined

BRIDGEWAY CAPITAL MANAGEMENT, LLC

$2,256,455

1.03%

97,261

NORTHERN TRUST CORP

$2,204,533

1.01%

95,023

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	93,208	$2,162,425	98.1%	Defined
DWS INVESTMENT MANAGEMENT AMERICAS, INC joint	1,815	$42,108	1.9%	Other

Connor, Clark & Lunn Investment Management Ltd.

$2,136,812

0.98%

92,104

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manager 1	92,104	$2,136,812	100.0%	Sole

Teton Advisors, LLC

$2,104,240

0.97%

90,700

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

$2,080,784

0.95%

89,689

Meros Investment Management, LP

$1,864,746

0.86%

80,377

VANGUARD PORTFOLIO MANAGEMENT LLC

$1,804,194

0.83%

77,767

VANGUARD FIDUCIARY TRUST CO

$1,749,048

0.80%

75,390

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

$1,708,471

0.78%

73,641

SEGALL BRYANT & HAMILL, LLC

$1,679,355

0.77%

72,386

RITHOLTZ WEALTH MANAGEMENT

$1,616,228

0.74%

69,665

KENNEDY CAPITAL MANAGEMENT LLC

$1,426,939

0.65%

61,506

Informed Momentum Co LLC

$1,386,733

0.64%

59,773

North Star Investment Management Corp.

$1,345,600

0.62%

58,000

CITADEL ADVISORS LLC

$1,326,761

0.61%

57,188

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	9,291	$215,551	16.2%	Defined
Held directly	47,897	$1,111,210	83.8%	Defined

PANAGORA ASSET MANAGEMENT INC

$1,221,248

0.56%

52,640

ALGERT GLOBAL LLC

$1,193,941

0.55%

51,463

RBF Capital, LLC

$1,168,816

0.54%

50,380

SEI INVESTMENTS CO

$1,099,934

0.50%

47,411

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SEI INVESTMENTS MANAGEMENT CORP	4,204	$97,532	8.9%	Sole
SEI TRUST CO	43,207	$1,002,402	91.1%	Sole

US BANCORP \DE\

$939,716

0.43%

40,505

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
US BANK NATIONAL ASSOCIATION	40,505	$939,716	100.0%	Defined

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$780,262

0.36%

33,632

Quadrature Capital Ltd

$668,647

0.31%

28,821

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Quadrature US Inc.	28,821	$668,647	100.0%	Other

Empowered Funds, LLC

$666,466

0.31%

28,727

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Bridgeway Capital Management, LLC	28,727	$666,466	100.0%	Other

GOLDMAN SACHS GROUP INC

$610,044

0.28%

26,295

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	13,845	$321,204	52.7%	Defined
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	12,450	$288,840	47.3%	Defined

Trexquant Investment LP

$608,211

0.28%

26,216

XTX Topco Ltd

$592,644

0.27%

25,545

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	25,545	$592,644	100.0%	Defined

Squarepoint Ops LLC

$525,967

0.24%

22,671

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Squarepoint Capital LLP	22,671	$525,967	100.0%	Defined

Nuveen, LLC

$482,165

0.22%

20,783

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Nuveen Asset Management, LLC joint	5,523	$128,133	26.6%	Defined
TEACHERS ADVISORS, LLC joint	15,260	$354,032	73.4%	Defined

WELLS FARGO & COMPANY/MN

$456,251

0.21%

19,666

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	9,666	$224,251	49.2%	Defined
WELLS FARGO CLEARING SERVICES, LLC	10,000	$232,000	50.8%	Defined

TWO SIGMA INVESTMENTS, LP

$454,372

0.21%

19,585

BNP PARIBAS ARBITRAGE, SA

$415,280

0.19%

17,900

Skylands Capital, LLC

$385,004

0.18%

16,595

ROYAL BANK OF CANADA

$368,810

0.17%

15,897

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC CMA LTD.	365	$8,468	2.3%	Defined
RBC Capital Markets, LLC	15,532	$360,342	97.7%	Defined

AMERICAN CENTURY COMPANIES INC

$368,624

0.17%

15,889

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
AMERICAN CENTURY INVESTMENT MANAGEMENT INC	15,889	$368,624	100.0%	Defined

MORGAN STANLEY

$350,827

0.16%

15,122

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	12	$278	0.1%	Defined
MORGAN STANLEY & CO. LLC	3,198	$74,193	21.1%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	3,279	$76,072	21.7%	Defined
MORGAN STANLEY SMITH BARNEY LLC	2,066	$47,931	13.7%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	6,567	$152,353	43.4%	Defined

LAZARD ASSET MANAGEMENT LLC

$338,928

0.16%

14,609

Y-Intercept (Hong Kong) Ltd

$328,233

0.15%

14,148

Invesco Ltd.

$309,046

0.14%

13,321

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Advisers, Inc. joint	1,889	$43,824	14.2%	Defined
Invesco Trust Co joint	4,601	$106,743	34.5%	Defined
Invesco Capital Management LLC	6,831	$158,479	51.3%	Defined

DEUTSCHE BANK AG\

$261,278

0.12%

11,262

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DWS Investments UK Ltd	11,262	$261,278	100.0%	Defined

BANK OF AMERICA CORP /DE/

$258,981

0.12%

11,163

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	11,163	$258,981	100.0%	Defined

RHUMBLINE ADVISERS

$258,633

0.12%

11,148

Central Pacific Bank - Trust Division

$232,000

0.11%

10,000

PRICE T ROWE ASSOCIATES INC /MD/

$219,796

0.10%

9,474

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
T. Rowe Price International Ltd	9,474	$219,796	100.0%	Defined

EntryPoint Capital, LLC

$208,660

0.10%

8,994

UBS Group AG

$163,930

0.08%

7,066

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	106	$2,459	1.5%	Defined
UBS AG	6,936	$160,915	98.2%	Defined
UBS Securities LLC	24	$556	0.3%	Defined

MetLife Investment Management, LLC

$160,915

0.07%

6,936

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
METLIFE INC	6,936	$160,915	100.0%	Defined

CITIGROUP INC

$124,003

0.06%

5,345

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	5,345	$124,003	100.0%	Defined

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

$122,774

0.06%

5,292

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Global X Management CO LLC joint	5,292	$122,774	100.0%	Defined

Vanguard Global Advisers, LLC

$120,895

0.06%

5,211

JPMORGAN CHASE & CO

$111,731

0.05%

4,816

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JPMorgan Chase Bank, N.A.	4,785	$111,012	99.4%	Defined
J.P. Morgan Securities plc	31	$719	0.6%	Defined

FMR LLC

$110,524

0.05%

4,764

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	2,244	$52,060	47.1%	Defined
STRATEGIC ADVISERS LLC	2,520	$58,464	52.9%	Defined

NEW YORK STATE COMMON RETIREMENT FUND

$102,080

0.05%

4,400

Police & Firemen's Retirement System of New Jersey

$78,972

0.04%

3,404

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Capital	3,404	$78,972	100.0%	Defined

BARCLAYS PLC

$55,564

0.03%

2,395

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	1,760	$40,832	73.5%	Defined
BARCLAYS CAPITAL INC.	635	$14,732	26.5%	Defined

Global Retirement Partners, LLC

$53,940

0.02%

2,325

Russell Investments Group, Ltd.

$26,285

0.01%

1,133

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC	1,133	$26,285	100.0%	Defined

Legal & General Group Plc

$26,076

0.01%

1,124

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Legal & General Investment Management America Inc	1,124	$26,076	100.0%	Defined

Ameritas Investment Partners, Inc.

$24,290

0.01%

1,047

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EATON VANCE MANAGEMENT	1,047	$24,290	100.0%	Other

Tower Research Capital LLC (TRC)

$22,040

0.01%

950

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Latour Trading LLC (Latour)	950	$22,040	100.0%	Defined

GAMMA Investing LLC

$13,989

0.01%

603

NewEdge Advisors, LLC

$12,388

0.01%

534

Farther Finance Advisors, LLC

$5,800

0.00%

250

Sterling Capital Management LLC

$5,405

0.00%

233

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM

$3,688

0.00%

159

HARBOUR INVESTMENTS, INC.

$3,480

0.00%

150

Torren Management, LLC

$2,575

0.00%

111

OSAIC HOLDINGS, INC.

$2,204

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	95	$2,204	100.0%	Defined

IAG Wealth Partners, LLC

$1,531

0.00%

NISA INVESTMENT ADVISORS, LLC

$1,484

0.00%

N.E.W. Advisory Services LLC

$974

0.00%

SBI Securities Co., Ltd.

$69

0.00%

Optiver Holding B.V.

$46

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Optiver VOF	2	$46	100.0%	Defined

HUNTINGTON NATIONAL BANK

$46

0.00%

Caitong International Asset Management Co., Ltd

$23

0.00%

Key facts CIK 100378 CUSIP 901476101 13F (30d) 49 filings 49 filers Visit website Investor relations