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DaveManuel.com · Institutional Ownership · Who Owns It

TWIN DISC INC (TWIN)

Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.

92
Reporting holders
$218.0M
Reported value
64.6%
Of shares outstanding
0.0%
Calls
0.0%
Puts
+13
Holder change

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

Download these holders as CSV

FilerValueShares Their book Held Change
GAMCO INVESTORS, INC. ET AL$37.8M1,629,9360.34%31q-1.4%-$538.2K
Juniper Investment Company, LLC$23.8M1,024,9546.30%28qHELD
BlackRock, Inc.$17.2M743,0600.00%8q+323.3%+$13.2M
DIMENSIONAL FUND ADVISORS LP$14.1M607,4380.00%31qHELD
VANGUARD CAPITAL MANAGEMENT LLC$12.8M550,8520.00%2q+4.1%+$500.1K
Pacific Ridge Capital Partners, LLC$12.2M526,4882.22%31q-0.8%-$94.6K
GABELLI FUNDS LLC$9.3M400,5240.06%31qHELD
AMERIPRISE FINANCIAL INC$7.3M314,3680.00%10q-28.8%-$3.0M
GEODE CAPITAL MANAGEMENT, LLC$6.8M291,8410.00%31q+117.8%+$3.7M
Allspring Global Investments Holdings, LLC$5.7M246,1970.01%4q+26.6%+$1.2M
GRACE & WHITE INC /NY$5.0M217,2300.80%31q-8.0%-$438.3K
ACADIAN ASSET MANAGEMENT LLC$4.1M175,4530.00%25q+1.0%+$40.9K
NEEDHAM INVESTMENT MANAGEMENT LLC$3.5M150,0000.10%newNEW
Archon Capital Management LLC$3.4M147,6601.39%3q+680.1%+$3.0M
STATE STREET CORP$3.0M129,5690.00%21q+173.9%+$1.9M
IFP Advisors, Inc$2.8M120,3570.05%6q+2.0%+$54.9K
RENAISSANCE TECHNOLOGIES LLC$2.7M117,0930.00%31q+9.0%+$225.0K
Bank of New York Mellon Corp$2.7M115,6870.00%31q+41.6%+$788.5K
BRIDGEWAY CAPITAL MANAGEMENT, LLC$2.3M97,2610.04%31q+25.7%+$461.6K
NORTHERN TRUST CORP$2.2M95,0230.00%31q+221.4%+$1.5M
Connor, Clark & Lunn Investment Management Ltd.$2.1M92,1040.00%11q+2.8%+$58.1K
Teton Advisors, LLC$2.1M90,7001.22%4q-0.9%-$18.6K
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$2.1M89,6890.01%4q-3.0%-$64.9K
Meros Investment Management, LP$1.9M80,3770.59%3q+38.7%+$520.1K
VANGUARD PORTFOLIO MANAGEMENT LLC$1.8M77,7670.00%newNEW
VANGUARD FIDUCIARY TRUST CO$1.7M75,3900.00%2q+12.0%+$187.6K
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$1.7M73,6410.00%5q-45.2%-$1.4M
SEGALL BRYANT & HAMILL, LLC$1.7M72,3860.02%8qHELD
RITHOLTZ WEALTH MANAGEMENT$1.6M69,6650.02%4q-3.6%-$61.1K
KENNEDY CAPITAL MANAGEMENT LLC$1.4M61,5060.03%14q-0.7%-$10.0K
Informed Momentum Co LLC$1.4M59,7730.12%3q+64.9%+$545.8K
North Star Investment Management Corp.$1.3M58,0000.07%2qHELD
CITADEL ADVISORS LLC$1.3M57,1880.00%12q+39.3%+$374.2K
PANAGORA ASSET MANAGEMENT INC$1.2M52,6400.00%newNEW
ALGERT GLOBAL LLC$1.2M51,4630.01%newNEW
RBF Capital, LLC$1.2M50,3800.05%5q-6.8%-$84.7K
SEI INVESTMENTS CO$1.1M47,4110.00%3q-32.7%-$535.0K
US BANCORP \DE\$939.7K40,5050.00%6qHELD
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$780.3K33,6320.00%newNEW
Quadrature Capital Ltd$668.6K28,8210.01%newNEW
Empowered Funds, LLC$666.5K28,7270.00%2q+7.2%+$45.0K
GOLDMAN SACHS GROUP INC$610.0K26,2950.00%10q-45.2%-$503.7K
Trexquant Investment LP$608.2K26,2160.00%newNEW
XTX Topco Ltd$592.6K25,5450.01%newNEW
Squarepoint Ops LLC$526.0K22,6710.00%newNEW
Nuveen, LLC$482.2K20,7830.00%newNEW
WELLS FARGO & COMPANY/MN$456.3K19,6660.00%31q+96.6%+$224.2K
TWO SIGMA INVESTMENTS, LP$454.4K19,5850.00%4q-29.1%-$186.1K
BNP PARIBAS FINANCIAL MARKETS$415.3K17,9000.00%9q+13061.8%+$412.1K
Skylands Capital, LLC$385.0K16,5950.05%23q-59.7%-$570.8K
AMERICAN CENTURY COMPANIES INC$368.6K15,8890.00%8q-16.5%-$72.9K
ROYAL BANK OF CANADA$368.0K15,8970.00%28q+2349.5%+$353.0K
MORGAN STANLEY$350.8K15,1220.00%35q-31.2%-$158.8K
LAZARD ASSET MANAGEMENT LLC$338.9K14,6090.00%newNEW
Y-Intercept (Hong Kong) Ltd$328.2K14,1480.01%newNEW
Invesco Ltd.$309.0K13,3210.00%newNEW
DEUTSCHE BANK AG\$261.3K11,2620.00%newNEW
BANK OF AMERICA CORP /DE/$259.0K11,1630.00%31q-39.5%-$168.8K
RHUMBLINE ADVISERS$258.6K11,1480.00%13q+2048.0%+$246.6K
Central Pacific Bank - Trust Division$232.0K10,0000.02%10qHELD
PRICE T ROWE ASSOCIATES INC /MD/$220.0K9,4740.00%newNEW
EntryPoint Capital, LLC$208.7K8,9940.05%newNEW
UBS Group AG$163.9K7,0660.00%29q-73.4%-$452.8K
MetLife Investment Management, LLC$160.9K6,9360.00%newNEW
CITIGROUP INC$124.0K5,3450.00%12q-53.2%-$141.0K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$122.8K5,2920.00%newNEW
Vanguard Global Advisers, LLC$120.9K5,2110.00%2qHELD
JPMORGAN CHASE & CO$113.4K4,8160.00%14qHELD
FMR LLC$110.5K4,7640.00%9q+73.8%+$46.9K
NEW YORK STATE COMMON RETIREMENT FUND$102.1K4,4000.00%newNEW
Police & Firemen's Retirement System of New Jersey$79.0K3,4040.00%newNEW
BARCLAYS PLC$55.6K2,3950.00%12q-94.7%-$998.2K
Global Retirement Partners, LLC$53.9K2,3250.00%2qHELD
Russell Investments Group, Ltd.$26.3K1,1330.00%6q+437.0%+$21.4K
Legal & General Group Plc$26.1K1,1240.00%newNEW
Ameritas Investment Partners, Inc.$24.3K1,0470.00%newNEW
Tower Research Capital LLC (TRC)$22.0K9500.00%2q+546.3%+$18.6K
GAMMA Investing LLC$14.0K6030.00%5qHELD
NewEdge Advisors, LLC$12.4K5340.00%newNEW
Farther Finance Advisors, LLC$5.8K2500.00%2qHELD
Sterling Capital Management LLC$5.4K2330.00%newNEW
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$3.7K1590.00%newNEW
HARBOUR INVESTMENTS, INC.$3.5K1500.00%2qHELD
Torren Management, LLC$2.6K1110.00%3qHELD
OSAIC HOLDINGS, INC.$2.2K950.00%18q-5.0%
IAG Wealth Partners, LLC$1.5K660.00%27qHELD
NISA INVESTMENT ADVISORS, LLC$1.5K640.00%6qHELD
N.E.W. Advisory Services LLC$974420.00%4qHELD
SBI Securities Co., Ltd.$7030.00%newNEW
HUNTINGTON NATIONAL BANK$4620.00%15qHELD
Optiver Holding B.V.$4620.00%4q-98.5%-$2.9K
Caitong International Asset Management Co., Ltd$2310.00%newNEW

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.

FiledEvent dateWhatSource
2026-10-292026-10-29Charter or bylaws amendedfiling
2026-08-112026-08-05Directors or officers departed or appointedfiling

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

DateInsiderRoleSideSharesValue
2026-09-08Knutson Jeffrey ScottVP Finance, CFO, Secr & TreaSold7,482$181.4K
2026-09-04Knutson Jeffrey ScottVP Finance, CFO, Secr & TreaSold5,902$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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202617$11.8M449,2666230.0%
Q2 202692$218.0M9,397,5622725220.0%
Q1 202679$133.5M8,862,2711127160.0%
Q4 202573$144.7M8,674,1281024180.0%
Q3 202577$119.4M8,564,0321524230.0%
Q2 202580$74.9M8,470,8722522260.2%
Q1 202574$67.7M8,938,6891119270.0%
Q4 202468$104.8M8,915,164219230.0%
Q3 202469$111.0M8,887,1591022130.0%
Q2 202470$104.0M8,830,2811725200.0%
Q1 202462$141.6M8,566,719818250.0%
Q4 202357$135.7M8,397,585920160.0%
Q3 202349$111.7M8,137,910813140.0%
Q2 202343$91.6M8,139,28541460.0%
Q1 202345$76.9M8,051,60161650.0%
Q4 202244$75.5M7,774,91157110.0%
Q3 202241$100.2M8,737,10121180.0%
Q2 202244$79.4M8,766,44551150.0%
Q1 202241$148.1M8,894,96181080.0%
Q4 202138$95.5M8,714,70619100.0%
Q3 202139$73.8M6,922,845411100.0%
Q2 202136$98.0M6,887,588511100.0%
Q1 202136$64.8M6,775,99327140.0%
Q4 202039$52.6M6,698,71155180.0%
Q3 202036$34.5M6,812,14235140.0%
Q2 202045$39.4M7,108,514115190.0%
Q1 202054$54.4M7,788,976414200.0%
Q4 201958$85.9M7,795,355617110.0%
Q3 201959$84.1M7,933,901918160.0%
Q2 201960$113.4M7,511,806922160.0%
Q1 201962$123.8M7,435,050620160.0%
Q4 201865$110.9M7,519,6771110.0%