Security Snapshot

TWIN DISC INC - Common Stock (TWIN) Institutional Ownership

CUSIP: 901476101

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

Latest Period

Q4 2025

Institutions Reporting

73

Shares (Excl. Options)

8,619,295

Price

$16.68

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Type / Class
Equity / Common Stock
Symbol
TWIN on Nasdaq
Shares outstanding
14,052,378
Price per share
$15.07
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
8,619,295
Total reported value
$143,765,538
% of total 13F portfolios
0%
Share change
+409,223
Value change
+$7,105,465
Number of holders
73
Price from insider filings
$15.07
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

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Quick Takeaways

  • TWIN - TWIN DISC INC - Common Stock is tracked under CUSIP 901476101.
  • 73 institutions reported positions in Q4 2025.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 73 to 5 between Q4 2025 and Q1 2026.
  • Reported value moved from $143,765,538 to $3,617,851.

Why This Matters

  • 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.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 73 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 901476101?
CUSIP 901476101 identifies TWIN - TWIN DISC INC - Common Stock in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

Significant Owners of TWIN DISC INC - Common Stock (TWIN) based on Schedule 13D/G filings

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 Dec 2025, 73 institutional investors reported holding 8,619,295 shares of TWIN DISC INC - Common Stock (TWIN). This represents 61% of the company’s total 14,052,378 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of TWIN DISC INC - Common Stock (TWIN) together control 55% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
GAMCO INVESTORS, INC. ET AL 12% 1,737,299 +0.5% 0.28% $28,978,147
Juniper Investment Company, LLC 7.3% 1,024,954 0% 5.9% $17,096,233
DIMENSIONAL FUND ADVISORS LP 4.4% 619,597 -0.49% 0% $10,334,947
VANGUARD GROUP INC 4.2% 589,462 +2.2% 0% $9,832,226
Pacific Ridge Capital Partners, LLC 3.8% 527,838 -3.1% 1.9% $8,804,338
AMERIPRISE FINANCIAL INC 3.2% 445,653 +2% 0% $7,433,493
GABELLI FUNDS LLC 2.8% 394,524 +0.9% 0.04% $6,580,660
Mink Brook Asset Management LLC 1.8% 246,354 -17% 2.6% $4,109,185
GRACE & WHITE INC /NY 1.7% 236,122 -14% 0.7% $3,938,515
Allspring Global Investments Holdings, LLC 1.3% 180,119 +105% 0% $3,004,385
BlackRock, Inc. 1.2% 172,275 +8% 0% $2,873,547
ACADIAN ASSET MANAGEMENT LLC 1.1% 158,620 +46% 0% $2,640,000
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1.1% 154,592 +55% 0% $2,578,595
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1.1% 149,035 0% 0% $2,485,904
Peapod Lane Capital LLC 0.99% 138,630 +0.73% 2% $2,312,350
GEODE CAPITAL MANAGEMENT, LLC 0.93% 131,241 +1.2% 0% $2,190,453
RENAISSANCE TECHNOLOGIES LLC 0.83% 116,693 -25% 0% $1,946,439
IFP Advisors, Inc 0.83% 116,551 +7.5% 0.04% $1,944,071
Teton Advisors, LLC 0.69% 97,000 -0.51% 1.1% $1,617,960
Connor, Clark & Lunn Investment Management Ltd. 0.64% 89,835 -5% 0% $1,498,448
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.61% 86,395 +232% 0.01% $1,441,069
Bank of New York Mellon Corp 0.59% 82,445 +27% 0% $1,375,177
SEGALL BRYANT & HAMILL, LLC 0.52% 72,656 -0.36% 0.02% $1,211,902
MILLENNIUM MANAGEMENT LLC 0.5% 70,922 -30% 0% $1,182,979
KENNEDY CAPITAL MANAGEMENT LLC 0.43% 60,813 -0.63% 0.02% $1,014,361

Institutional Holders of TWIN DISC INC - Common Stock (TWIN) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 240,058 $3,617,851 -$2,010,914 $15.07 5
2025 Q4 8,619,295 $143,765,538 +$7,105,465 $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
2020 Q1 7,789,994 $54,385,678 +$312,622 $6.98 53
2019 Q4 7,678,060 $84,606,682 -$1,100,445 $11.02 58
2019 Q3 7,935,388 $84,037,092 -$1,937,990 $10.59 59
2019 Q2 7,512,965 $113,432,964 +$1,830,180 $15.10 60
2019 Q1 7,436,799 $123,799,633 +$513,808 $16.65 62
2018 Q4 7,416,866 $109,401,218 -$521,997 $14.75 64
2018 Q3 7,288,991 $167,942,612 +$28,008,495 $23.04 75
2018 Q2 6,070,770 $150,676,223 +$3,656,549 $24.82 64
2018 Q1 5,929,889 $128,913,135 +$1,666,367 $21.74 66
2017 Q4 5,829,334 $154,886,391 -$6,371,787 $26.57 69
2017 Q3 6,094,127 $113,390,502 +$7,802,028 $18.61 60
2017 Q2 5,679,085 $91,659,445 +$8,604,897 $16.14 59
2017 Q1 5,113,995 $105,163,000 +$6,752,317 $20.57 52
2016 Q4 5,008,241 $73,124,000 +$1,676,369 $14.60 50
2016 Q3 4,897,898 $58,672,000 -$938,822 $11.98 43
2016 Q2 4,992,120 $53,615,000 -$8,186,157 $10.74 53
2016 Q1 5,794,215 $58,691,074 -$2,265,492 $10.13 61
2015 Q4 5,997,287 $63,089,616 -$1,387,022 $10.52 63
2015 Q3 6,061,407 $75,214,588 -$2,199,185 $12.41 68
2015 Q2 6,154,985 $114,726,291 -$545,780 $18.64 73
2015 Q1 6,191,102 $109,346,100 -$1,382,732 $17.67 76
2014 Q4 6,237,070 $123,707,497 -$8,033,770 $19.86 77
2014 Q3 6,513,397 $175,600,532 +$5,161,471 $26.96 82
2014 Q2 6,256,285 $206,680,940 +$11,847,681 $33.05 84
2014 Q1 5,994,220 $157,853,410 +$3,589,841 $26.34 68

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