TWIN DISC INC - TWIN
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GAMCO INVESTORS, INC. ET AL | History | Added to | 1,737,299 | 28,978 | 0.28% | 0.23% | 1 | +8,600 | 0.5% | Q4 2025 | Feb 05, 2026 |
| Juniper Investment Company, LLC | History | No change | 1,024,954 | 17,096 | 5.88% | 5.46% | 2 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 619,597 | 10,334 | 0.0% | 0.0% | 3 | -3,038 | -0.49% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 589,462 | 9,832 | 0.0% | 0.0% | 4 | +12,913 | 2.24% | Q4 2025 | Jan 29, 2026 |
| Pacific Ridge Capital Partners, LLC | History | Reduced | 527,838 | 8,804 | 1.93% | 1.67% | 5 | -17,002 | -3.12% | Q4 2025 | Feb 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 445,653 | 7,433 | 0.0% | 0.0% | 6 | +8,698 | 1.99% | Q4 2025 | Feb 17, 2026 |
| GABELLI FUNDS LLC | History | New | 394,524 | 6,580 | 0.04% | — | 7 | +394,524 | New | Q4 2025 | Feb 05, 2026 |
| Mink Brook Asset Management LLC | History | Reduced | 246,354 | 4,109 | 2.6% | 2.8% | 8 | -52,166 | -17.47% | Q4 2025 | Feb 13, 2026 |
| GRACE & WHITE INC /NY | History | Reduced | 236,122 | 3,938 | 0.7% | 0.68% | 9 | -38,636 | -14.06% | Q4 2025 | Jan 26, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 180,119 | 3,004 | 0.0% | 0.0% | 10 | +92,284 | 105.07% | Q4 2025 | Jan 15, 2026 |
| BlackRock, Inc. | History | Added to | 172,275 | 2,873 | 0.0% | 0.0% | 11 | +12,765 | 8.0% | Q4 2025 | Feb 12, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 158,620 | 2,640 | 0.0% | 0.0% | 12 | +50,021 | 46.06% | Q4 2025 | Feb 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 154,592 | 2,578 | 0.0% | 0.0% | 13 | +54,801 | 54.92% | Q4 2025 | Feb 17, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 149,035 | 2,485 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Peapod Lane Capital LLC | History | Added to | 138,630 | 2,312 | 1.97% | 1.72% | 15 | +1,011 | 0.73% | Q4 2025 | Jan 28, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 131,241 | 2,190 | 0.0% | 0.0% | 16 | +1,550 | 1.2% | Q4 2025 | Feb 09, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 116,693 | 1,946 | 0.0% | 0.0% | 17 | -38,300 | -24.71% | Q4 2025 | Feb 12, 2026 |
| IFP Advisors, Inc | History | Added to | 116,551 | 1,944 | 0.04% | 0.04% | 18 | +8,119 | 7.49% | Q4 2025 | Feb 06, 2026 |
| Teton Advisors, LLC | History | Reduced | 97,000 | 1,617 | 1.12% | 0.84% | 19 | -500 | -0.51% | Q4 2025 | Feb 05, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 89,835 | 1,498 | 0.0% | 0.0% | 20 | -4,680 | -4.95% | Q4 2025 | Feb 10, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 86,395 | 1,441 | 0.01% | 0.0% | 21 | +60,395 | 232.29% | Q4 2025 | Feb 11, 2026 |
| Bank of New York Mellon Corp | History | Added to | 82,445 | 1,375 | 0.0% | 0.0% | 22 | +17,360 | 26.67% | Q4 2025 | Feb 10, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 72,656 | 1,211 | 0.02% | 0.01% | 23 | -266 | -0.36% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 70,922 | 1,182 | 0.0% | 0.0% | 24 | -30,462 | -30.05% | Q4 2025 | Feb 17, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Reduced | 60,813 | 1,014 | 0.02% | 0.02% | 25 | -383 | -0.63% | Q4 2025 | Feb 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 60,464 | 1,008 | 0.02% | 0.0% | 26 | +47,045 | 350.58% | Q4 2025 | Jan 23, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 56,266 | 938 | 0.02% | 0.01% | 27 | +9,669 | 20.75% | Q4 2025 | Feb 17, 2026 |
| RBF Capital, LLC | History | Reduced | 54,832 | 914 | 0.04% | 0.04% | 28 | -5,168 | -8.61% | Q4 2025 | Feb 17, 2026 |
| Meros Investment Management, LP | History | New | 54,607 | 910 | 0.36% | — | 29 | +54,607 | New | Q4 2025 | Feb 17, 2026 |
| Informed Momentum Co LLC | History | New | 52,862 | 881 | 0.1% | — | 30 | +52,862 | New | Q4 2025 | Feb 12, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 44,203 | 737 | 0.0% | 0.0% | 32 | +28,501 | 181.51% | Q4 2025 | Feb 12, 2026 |
| Skylands Capital, LLC | History | Added to | 44,200 | 737 | 0.1% | 0.08% | 31 | +2,146 | 5.1% | Q4 2025 | Jan 30, 2026 |
| STATE STREET CORP | History | Added to | 44,105 | 735 | 0.0% | 0.0% | 33 | +1,000 | 2.32% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | No change | 40,505 | 675 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| SEI INVESTMENTS CO | History | New | 36,552 | 609 | 0.0% | — | 35 | +36,552 | New | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 32,606 | 543 | 0.0% | 0.0% | 36 | -17,538 | -34.98% | Q4 2025 | Feb 17, 2026 |
| 683 Capital Management, LLC | History | New | 31,967 | 533 | 0.02% | — | 37 | +31,967 | New | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 30,117 | 502 | 0.0% | 0.0% | 38 | +11,487 | 61.66% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 29,569 | 493 | 0.0% | 0.0% | 39 | -199 | -0.67% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 26,542 | 442 | 0.0% | 0.0% | 40 | +12,513 | 89.19% | Q4 2025 | Mar 25, 2026 |
| Rothschild Wealth LLC | History | New | 25,000 | 417 | 0.04% | — | 42 | +25,000 | New | Q4 2025 | Feb 17, 2026 |
| PERRITT CAPITAL MANAGEMENT INC | History | No change | 25,000 | 417 | 0.7% | 0.16% | 41 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ExodusPoint Capital Management, LP | History | New | 24,128 | 402 | 0.0% | — | 43 | +24,128 | New | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 21,260 | 354 | 0.0% | 0.0% | 44 | +7,227 | 51.5% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 20,429 | 340 | 0.0% | 0.0% | 45 | -24,870 | -54.9% | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | New | 19,892 | 331 | 0.0% | — | 46 | +19,892 | New | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 19,555 | 326 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Archon Capital Management LLC | History | New | 18,929 | 315 | 0.18% | — | 48 | +18,929 | New | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 17,400 | 290 | 0.0% | 0.0% | 49 | -2,900 | -14.29% | Q4 2025 | Feb 17, 2026 |
| Hudson Bay Capital Management LP | History | New | 15,551 | 259 | 0.0% | — | 50 | +15,551 | New | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Added to | 14,452 | 241 | 0.0% | 0.0% | 51 | +12,227 | 549.53% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 13,684 | 228 | 0.0% | 0.0% | 52 | -5,358 | -28.14% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 10,000 | 166 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 10,000 | 166 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| CITIGROUP INC | History | Added to | 7,673 | 127 | 0.0% | 0.0% | 55 | +7,475 | 3775.25% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 4,833 | 80 | 0.0% | 0.0% | 56 | -528 | -9.85% | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Added to | 4,520 | 75 | 0.0% | 0.0% | 57 | +827 | 22.39% | Q4 2025 | Jan 29, 2026 |
| FMR LLC | History | No change | 2,696 | 44 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | New | 2,325 | 38 | 0.0% | — | 59 | +2,325 | New | Q4 2025 | Feb 06, 2026 |
| ROYAL BANK OF CANADA | History | New | 775 | 13 | 0.0% | — | 60 | +775 | New | Q4 2025 | Feb 17, 2026 |
| GAMMA Investing LLC | History | No change | 603 | 10 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| RHUMBLINE ADVISERS | History | No change | 519 | 8 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 211 | 3 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 136 | 2 | 0.0% | 0.0% | 64 | -1,804 | -92.99% | Q4 2025 | Feb 10, 2026 |
| Optiver Holding B.V. | History | No change | 130 | 2 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 100 | 1 | 0.0% | 0.0% | 69 | -500 | -83.33% | Q4 2025 | Feb 12, 2026 |
| Torren Management, LLC | History | New | 111 | 1 | 0.0% | — | 71 | +111 | New | Q4 2025 | Jan 30, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 88 | 1 | 0.0% | 0.0% | 67 | -65 | -42.48% | Q4 2025 | Feb 11, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 64 | 1 | 0.0% | — | 66 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 100 | 1 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| IAG Wealth Partners, LLC | History | No change | 66 | 1 | 0.0% | — | 70 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -27,105 | -100.0% | Q3 2025 | Nov 13, 2025 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.03% | — | -26,005 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,418 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -15,871 | -100.0% | Q3 2025 | Nov 13, 2025 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -10,096 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -254 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Operose Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -247 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CWM, LLC | History | Reduced | 24 | 0 | — | 0.0% | — | -59 | -71.08% | Q4 2025 | Jan 26, 2026 |
| EverSource Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 19, 2025 |
| SBI Securities Co., Ltd. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 05, 2025 |
| HUNTINGTON NATIONAL BANK | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 42 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |