Security Snapshot

TWIN DISC INC - Common Stock (TWIN) Institutional Ownership

CUSIP: 901476101

13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026

Latest Period

Q1 2026

Institutions Reporting

79

Shares (Excl. Options)

8,862,271

Price

$15.07

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+257,952
Value change
+$3,780,938
Number of holders
79
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
14,052,378
SEC-reported price per share
$20.16
Insider filing price
$20.16
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • TWIN - TWIN DISC INC - Common Stock is tracked under CUSIP 901476101.
  • 79 institutions reported positions in Q1 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 79 to 2 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $133,541,633 to $245,990.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 79 institutions filings for Q1 2026.

Open SEC evidence

Security key

901476101

Latest holder period

Q1 2026

13F holders

79

13D/G owners

1

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
1
Security
TWIN
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Leviticus Partners LP 4.5% -10% $4,325,322 -$556,290 632,357 -11% Leviticus Partners LP 13 Feb 2025

As of 31 Mar 2026, 79 institutional investors reported holding 8,862,271 shares of TWIN DISC INC - Common Stock (TWIN). This represents 63% of the company’s total 14,052,378 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
54%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
GAMCO INVESTORS, INC. ET AL 12% 1,653,136 -4.8% 0.25% $24,912,760
Juniper Investment Company, LLC 7.3% 1,024,954 0% 4.9% $15,446,057
DIMENSIONAL FUND ADVISORS LP 4.3% 610,412 -1.5% 0% $9,198,608
Pacific Ridge Capital Partners, LLC 3.8% 530,566 +0.52% 1.7% $7,995,630
VANGUARD CAPITAL MANAGEMENT LLC 3.8% 529,296 0% 0% $7,976,491
AMERIPRISE FINANCIAL INC 3.1% 441,731 -0.88% 0% $6,656,885
GABELLI FUNDS LLC 2.9% 400,524 +1.5% 0.04% $6,035,897
GRACE & WHITE INC /NY 1.7% 236,122 0% 0.63% $3,558,359
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1.5% 206,256 +33% 0% $3,108,278
Allspring Global Investments Holdings, LLC 1.4% 194,474 +8% 0% $2,930,723
MILLENNIUM MANAGEMENT LLC 1.4% 193,345 +173% 0% $2,913,709
BlackRock, Inc. 1.2% 175,553 +1.9% 0% $2,645,584
ACADIAN ASSET MANAGEMENT LLC 1.2% 173,689 +9.5% 0% $2,612,000
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.96% 134,364 -9.8% 0% $2,024,865
GEODE CAPITAL MANAGEMENT, LLC 0.95% 133,977 +2.1% 0% $2,020,317
IFP Advisors, Inc 0.84% 117,989 +1.2% 0.04% $1,778,094
MACKENZIE FINANCIAL CORP 0.82% 115,876 0% $1,746,251
Mink Brook Asset Management LLC 0.79% 111,216 -55% 0.94% $1,676,025
Peapod Lane Capital LLC 0.77% 108,107 -22% 1.3% $1,622,568
RENAISSANCE TECHNOLOGIES LLC 0.76% 107,393 -8% 0% $1,618,413
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.66% 92,487 +7.1% 0.01% $1,393,779
Teton Advisors, LLC 0.65% 91,500 -5.7% 0.97% $1,378,905
Connor, Clark & Lunn Investment Management Ltd. 0.64% 89,598 -0.26% 0% $1,350,242
Bank of New York Mellon Corp 0.58% 81,698 -0.91% 0% $1,231,195
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.55% 77,365 +37% 0.02% $1,165,891

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
50
Latest
Q1 2026
Rows shown
1-25 of 50
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 10,603 $245,990 $23.20 2
2026 Q1 8,862,271 $133,541,633 +$3,780,938 $15.07 79
2025 Q4 8,619,295 $143,765,538 +$7,105,451 $16.68 73
2025 Q3 8,558,670 $119,303,988 +$3,004,944 $13.94 75
2025 Q2 8,447,508 $74,590,546 -$3,778,871 $8.83 77
2025 Q1 8,938,688 $67,680,195 +$90,186 $7.57 74
2024 Q4 8,915,099 $104,749,282 +$476,260 $11.75 67
2024 Q3 8,882,299 $110,938,440 +$198,965 $12.49 69
2024 Q2 8,818,292 $103,883,695 +$1,745,433 $11.78 70
2024 Q1 8,524,691 $140,919,998 +$2,398,095 $16.53 61
2023 Q4 8,378,513 $135,388,461 +$3,827,510 $16.16 56
2023 Q3 8,137,872 $111,660,572 +$11,466 $13.72 48
2023 Q2 8,139,150 $91,647,893 +$1,115,829 $11.26 43
2023 Q1 8,051,601 $76,886,321 +$2,636,430 $9.53 45
2022 Q4 7,774,677 $75,535,117 +$272,295 $9.72 43
2022 Q3 7,737,774 $88,777,573 -$214,052 $11.47 40
2022 Q2 7,767,441 $70,391,860 -$2,036,671 $9.06 43
2022 Q1 7,895,747 $131,412,790 +$3,896,977 $16.64 40
2021 Q4 7,679,010 $84,155,059 +$887,752 $10.96 36
2021 Q3 6,917,248 $73,734,096 +$384,697 $10.66 37
2021 Q2 6,881,198 $97,911,128 +$2,072,494 $14.23 36
2021 Q1 6,768,882 $64,709,086 +$1,035,713 $9.56 37
2020 Q4 6,673,152 $52,383,078 -$1,084,149 $7.85 39
2020 Q3 6,812,278 $34,469,582 -$1,543,810 $5.06 34
2020 Q2 7,112,503 $39,403,980 -$4,378,813 $5.54 45
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