TWIN DISC INC (TWIN)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
Institutions report 9,397,562 shares against 14,538,916 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.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 | -28.8%-$3.0M |
| 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 |
| ACADIAN ASSET MANAGEMENT LLC | $4.1M | 175,453 | 0.00% | 25q | +1.0%+$40.9K |
| 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 |
| 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 |
| RITHOLTZ WEALTH MANAGEMENT | $1.6M | 69,665 | 0.02% | 4q | -3.6%-$61.1K |
| 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 |
| 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 | +96.6%+$224.2K |
| 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 |
| PRICE T ROWE ASSOCIATES INC /MD/ | $220.0K | 9,474 | 0.00% | new | NEW |
| 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 |
| 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 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $3.7K | 159 | 0.00% | new | NEW |
| 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 |
| SBI Securities Co., Ltd. | $70 | 3 | 0.00% | new | NEW |
| HUNTINGTON NATIONAL BANK | $46 | 2 | 0.00% | 15q | HELD |
| 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 |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-10-29 | 2026-10-29 | Charter or bylaws amended | filing |
| 2026-08-11 | 2026-08-05 | Directors or officers departed or appointed | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-09-08 | Knutson Jeffrey Scott | VP Finance, CFO, Secr & Trea | Sold | 7,482 | $181.4K |
| 2026-09-04 | Knutson Jeffrey Scott | VP Finance, CFO, Secr & Trea | Sold | 5,902 | $137.2K |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 17 | $11.8M | 449,266 | 6 | 2 | 3 | 0.0% |
| Q2 2026 | 92 | $218.0M | 9,397,562 | 27 | 25 | 22 | 0.0% |
| Q1 2026 | 79 | $133.5M | 8,862,271 | 11 | 27 | 16 | 0.0% |
| Q4 2025 | 73 | $144.7M | 8,674,128 | 10 | 24 | 18 | 0.0% |
| Q3 2025 | 77 | $119.4M | 8,564,032 | 15 | 24 | 23 | 0.0% |
| Q2 2025 | 80 | $74.9M | 8,470,872 | 25 | 22 | 26 | 0.2% |
| Q1 2025 | 74 | $67.7M | 8,938,689 | 11 | 19 | 27 | 0.0% |
| Q4 2024 | 68 | $104.8M | 8,915,164 | 2 | 19 | 23 | 0.0% |
| Q3 2024 | 69 | $111.0M | 8,887,159 | 10 | 22 | 13 | 0.0% |
| Q2 2024 | 70 | $104.0M | 8,830,281 | 17 | 25 | 20 | 0.0% |
| Q1 2024 | 62 | $141.6M | 8,566,719 | 8 | 18 | 25 | 0.0% |
| Q4 2023 | 57 | $135.7M | 8,397,585 | 9 | 20 | 16 | 0.0% |
| Q3 2023 | 49 | $111.7M | 8,137,910 | 8 | 13 | 14 | 0.0% |
| Q2 2023 | 43 | $91.6M | 8,139,285 | 4 | 14 | 6 | 0.0% |
| Q1 2023 | 45 | $76.9M | 8,051,601 | 6 | 16 | 5 | 0.0% |
| Q4 2022 | 44 | $75.5M | 7,774,911 | 5 | 7 | 11 | 0.0% |
| Q3 2022 | 41 | $100.2M | 8,737,101 | 2 | 11 | 8 | 0.0% |
| Q2 2022 | 44 | $79.4M | 8,766,445 | 5 | 11 | 5 | 0.0% |
| Q1 2022 | 41 | $148.1M | 8,894,961 | 8 | 10 | 8 | 0.0% |
| Q4 2021 | 38 | $95.5M | 8,714,706 | 1 | 9 | 10 | 0.0% |
| Q3 2021 | 39 | $73.8M | 6,922,845 | 4 | 11 | 10 | 0.0% |
| Q2 2021 | 36 | $98.0M | 6,887,588 | 5 | 11 | 10 | 0.0% |
| Q1 2021 | 36 | $64.8M | 6,775,993 | 2 | 7 | 14 | 0.0% |
| Q4 2020 | 39 | $52.6M | 6,698,711 | 5 | 5 | 18 | 0.0% |
| Q3 2020 | 36 | $34.5M | 6,812,142 | 3 | 5 | 14 | 0.0% |
| Q2 2020 | 45 | $39.4M | 7,108,514 | 11 | 5 | 19 | 0.0% |
| Q1 2020 | 54 | $54.4M | 7,788,976 | 4 | 14 | 20 | 0.0% |
| Q4 2019 | 58 | $85.9M | 7,795,355 | 6 | 17 | 11 | 0.0% |
| Q3 2019 | 59 | $84.1M | 7,933,901 | 9 | 18 | 16 | 0.0% |
| Q2 2019 | 60 | $113.4M | 7,511,806 | 9 | 22 | 16 | 0.0% |
| Q1 2019 | 62 | $123.8M | 7,435,050 | 6 | 20 | 16 | 0.0% |
| Q4 2018 | 65 | $110.9M | 7,519,677 | 1 | 1 | 1 | 0.0% |
