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

Q2 2026

Institutions Reporting

92

Shares (Excl. Options)

9,397,562

Price

$23.20

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+515,214
Value change
+$19,398,856
Number of holders
92
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
14,542,333
SEC-reported price per share
$23.25
Insider filing price
$23.25
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.
  • 92 institutions reported positions in Q2 2026.
  • 2 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 79 to 92 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $133,541,633 to $218,021,609.

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 92 institutions filings for Q2 2026.

Open SEC evidence

Security key

901476101

Latest holder period

Q2 2026

13F holders

92

13D/G owners

2

CIK / CUSIP context first

13D/G owners

Significant owners

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

Rows
2
Security
TWIN
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 5.1% $17,206,489 741,659 BlackRock, Inc. 30 Jun 2026
Leviticus Partners LP 4.5% -10% $4,325,322 -$556,290 632,357 -11% Leviticus Partners LP 13 Feb 2025

As of 30 Jun 2026, 92 institutional investors reported holding 9,397,562 shares of TWIN DISC INC - Common Stock (TWIN). This represents 65% of the company’s total 14,542,333 outstanding shares.

13F concentration

Top 25 institutional shareholders

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

Top holder share
56%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
GAMCO INVESTORS, INC. ET AL 11% 1,629,936 -1.4% 0.34% $37,814,515
Juniper Investment Company, LLC 7% 1,024,954 0% 6.3% $23,778,933
BlackRock, Inc. 5.1% 743,060 +323% 0% $17,238,993
DIMENSIONAL FUND ADVISORS LP 4.2% 607,438 -0.49% 0% $14,093,072
VANGUARD CAPITAL MANAGEMENT LLC 3.8% 550,852 +4.1% 0% $12,779,766
Pacific Ridge Capital Partners, LLC 3.6% 526,488 -0.77% 2.2% $12,214,522
GABELLI FUNDS LLC 2.8% 400,524 0% 0.06% $9,292,157
AMERIPRISE FINANCIAL INC 2.2% 314,368 -29% 0% $7,293,338
GEODE CAPITAL MANAGEMENT, LLC 2% 291,841 +118% 0% $6,772,825
Allspring Global Investments Holdings, LLC 1.7% 246,197 +27% 0.01% $5,711,770
GRACE & WHITE INC /NY 1.5% 217,230 -8% 0.8% $5,039,736
ACADIAN ASSET MANAGEMENT LLC 1.2% 175,453 +1% 0% $4,065,000
NEEDHAM INVESTMENT MANAGEMENT LLC 1% 150,000 0.1% $3,480,000
Archon Capital Management LLC 1% 147,660 +680% 1.4% $3,425,712
STATE STREET CORP 0.89% 129,569 +174% 0% $3,006,001
IFP Advisors, Inc 0.83% 120,357 +2% 0.05% $2,792,282
RENAISSANCE TECHNOLOGIES LLC 0.81% 117,093 +9% 0% $2,716,558
Bank of New York Mellon Corp 0.8% 115,687 +42% 0% $2,683,942
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.67% 97,261 +26% 0.04% $2,256,455
NORTHERN TRUST CORP 0.65% 95,023 +221% 0% $2,204,534
Connor, Clark & Lunn Investment Management Ltd. 0.63% 92,104 +2.8% 0% $2,136,813
Teton Advisors, LLC 0.62% 90,700 -0.87% 1.2% $2,104,240
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.62% 89,689 -3% 0.01% $2,080,785
Meros Investment Management, LP 0.55% 80,377 +39% 0.59% $1,864,746
VANGUARD PORTFOLIO MANAGEMENT LLC 0.53% 77,767 0% $1,804,194

Quarter history

Institutional holders across reporting periods

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

Periods
50
Latest
Q2 2026
Rows shown
1-25 of 50
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 9,397,562 $218,021,609 +$19,398,856 $23.20 92
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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