TWIN DISC INC - TWIN
Detailed investor-level table based on 13F positions.
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 | Reduced | 1,653,136 | 24,912 | 0.25% | 0.28% | 1 | -84,163 | -4.84% | Q1 2026 | May 14, 2026 |
| Juniper Investment Company, LLC | History | No change | 1,024,954 | 15,446 | 4.93% | 5.88% | 2 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 589,462 | 9,832 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 610,412 | 9,198 | 0.0% | 0.0% | 4 | -9,185 | -1.48% | Q1 2026 | May 07, 2026 |
| Pacific Ridge Capital Partners, LLC | History | Added to | 530,566 | 7,995 | 1.73% | 1.93% | 5 | +2,728 | 0.52% | Q1 2026 | May 11, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 529,296 | 7,976 | 0.0% | — | 6 | +529,296 | New | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 441,731 | 6,656 | 0.0% | 0.0% | 7 | -3,922 | -0.88% | Q1 2026 | May 15, 2026 |
| GABELLI FUNDS LLC | History | Added to | 400,524 | 6,035 | 0.04% | 0.04% | 8 | +6,000 | 1.52% | Q1 2026 | May 14, 2026 |
| GRACE & WHITE INC /NY | History | No change | 236,122 | 3,558 | 0.63% | 0.7% | 9 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 206,256 | 3,108 | 0.0% | 0.0% | 10 | +51,664 | 33.42% | Q1 2026 | May 15, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 194,474 | 2,930 | 0.0% | 0.0% | 11 | +14,355 | 7.97% | Q1 2026 | May 05, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 193,345 | 2,913 | 0.0% | 0.0% | 12 | +122,423 | 172.62% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 175,553 | 2,645 | 0.0% | 0.0% | 13 | +3,278 | 1.9% | Q1 2026 | May 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 173,689 | 2,612 | 0.0% | 0.0% | 14 | +15,069 | 9.5% | Q1 2026 | May 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 134,364 | 2,024 | 0.0% | 0.0% | 15 | -14,671 | -9.84% | Q1 2026 | May 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 133,977 | 2,020 | 0.0% | 0.0% | 16 | +2,736 | 2.08% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Added to | 117,989 | 1,778 | 0.04% | 0.04% | 17 | +1,438 | 1.23% | Q1 2026 | Apr 13, 2026 |
| MACKENZIE FINANCIAL CORP | History | New | 115,876 | 1,746 | 0.0% | — | 18 | +115,876 | New | Q1 2026 | May 13, 2026 |
| Mink Brook Asset Management LLC | History | Reduced | 111,216 | 1,676 | 0.94% | 2.6% | 19 | -135,138 | -54.86% | Q1 2026 | Apr 01, 2026 |
| Peapod Lane Capital LLC | History | Reduced | 108,107 | 1,622 | 1.33% | 1.97% | 20 | -30,523 | -22.02% | Q1 2026 | May 01, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 107,393 | 1,618 | 0.0% | 0.0% | 21 | -9,300 | -7.97% | Q1 2026 | May 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 92,487 | 1,393 | 0.01% | 0.01% | 22 | +6,092 | 7.05% | Q1 2026 | May 13, 2026 |
| Teton Advisors, LLC | History | Reduced | 91,500 | 1,378 | 0.97% | 1.12% | 23 | -5,500 | -5.67% | Q1 2026 | May 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 89,598 | 1,350 | 0.0% | 0.0% | 24 | -237 | -0.26% | Q1 2026 | May 11, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 81,698 | 1,231 | 0.0% | 0.0% | 25 | -747 | -0.91% | Q1 2026 | May 05, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 77,365 | 1,165 | 0.02% | 0.02% | 26 | +21,099 | 37.5% | Q1 2026 | May 15, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 72,299 | 1,089 | 0.02% | 0.02% | 27 | +11,835 | 19.57% | Q1 2026 | Apr 20, 2026 |
| SEI INVESTMENTS CO | History | Added to | 70,471 | 1,062 | 0.0% | 0.0% | 28 | +33,919 | 92.8% | Q1 2026 | May 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 67,304 | 1,014 | 0.0% | — | 29 | +67,304 | New | Q1 2026 | May 08, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Added to | 61,935 | 933 | 0.02% | 0.02% | 30 | +1,122 | 1.85% | Q1 2026 | May 13, 2026 |
| North Star Investment Management Corp. | History | New | 58,000 | 874 | 0.05% | — | 31 | +58,000 | New | Q1 2026 | Apr 23, 2026 |
| Meros Investment Management, LP | History | Added to | 57,959 | 873 | 0.38% | 0.36% | 32 | +3,352 | 6.14% | Q1 2026 | May 14, 2026 |
| RBF Capital, LLC | History | Reduced | 54,032 | 814 | 0.04% | 0.04% | 33 | -800 | -1.46% | Q1 2026 | May 18, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 48,006 | 723 | 0.0% | 0.0% | 34 | +21,464 | 80.87% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 47,304 | 712 | 0.0% | 0.0% | 35 | +3,199 | 7.25% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Added to | 45,420 | 684 | 0.0% | 0.0% | 36 | +30,968 | 214.28% | Q1 2026 | May 14, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 44,316 | 667 | 0.0% | 0.0% | 37 | +14,199 | 47.15% | Q1 2026 | May 15, 2026 |
| Skylands Capital, LLC | History | Reduced | 41,200 | 620 | 0.08% | 0.1% | 38 | -3,000 | -6.79% | Q1 2026 | Apr 22, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 41,059 | 618 | 0.0% | 0.0% | 39 | +20,630 | 100.98% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | No change | 40,505 | 610 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Informed Momentum Co LLC | History | Reduced | 36,248 | 546 | 0.06% | 0.1% | 41 | -16,614 | -31.43% | Q1 2026 | May 13, 2026 |
| 683 Capital Management, LLC | History | No change | 31,967 | 481 | 0.03% | 0.02% | 42 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | No change | 29,569 | 445 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PERRITT CAPITAL MANAGEMENT INC | History | No change | 25,000 | 417 | 0.7% | 0.7% | 44 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 27,608 | 416 | 0.0% | 0.0% | 45 | -4,998 | -15.33% | Q1 2026 | May 15, 2026 |
| Empowered Funds, LLC | History | New | 26,786 | 403 | 0.0% | — | 46 | +26,786 | New | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 26,583 | 400 | 0.0% | 0.0% | 47 | +22,063 | 488.12% | Q1 2026 | May 05, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 23,537 | 354 | 0.0% | 0.0% | 48 | +3,645 | 18.32% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 21,968 | 331 | 0.0% | 0.0% | 49 | +708 | 3.33% | Q1 2026 | May 15, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 21,052 | 317 | 0.0% | — | 50 | +21,052 | New | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 20,429 | 307 | 0.0% | 0.0% | 51 | -23,774 | -53.78% | Q1 2026 | May 12, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 17,400 | 290 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 19,032 | 286 | 0.0% | 0.0% | 53 | -523 | -2.67% | Q1 2026 | May 15, 2026 |
| Archon Capital Management LLC | History | No change | 18,929 | 285 | 0.16% | 0.18% | 54 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 18,437 | 277 | 0.0% | 0.0% | 55 | +4,753 | 34.73% | Q1 2026 | May 15, 2026 |
| Hudson Bay Capital Management LP | History | Added to | 16,937 | 255 | 0.0% | 0.0% | 56 | +1,386 | 8.91% | Q1 2026 | May 13, 2026 |
| HRT FINANCIAL LP | History | New | 11,850 | 178 | 0.0% | — | 57 | +11,850 | New | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Added to | 11,422 | 172 | 0.0% | 0.0% | 58 | +3,749 | 48.86% | Q1 2026 | May 11, 2026 |
| Jefferies Financial Group Inc. | History | New | 10,000 | 150 | 0.0% | — | 61 | +10,000 | New | Q1 2026 | May 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 10,001 | 150 | 0.0% | 0.0% | 59 | +1 | 0.01% | Q1 2026 | May 11, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 10,000 | 150 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Vanguard Global Advisers, LLC | History | New | 5,211 | 78 | 0.0% | — | 62 | +5,211 | New | Q1 2026 | May 08, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 4,834 | 71 | 0.0% | 0.0% | 63 | +1 | 0.02% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Added to | 2,741 | 41 | 0.0% | 0.0% | 64 | +45 | 1.67% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,325 | 38 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 649 | 10 | 0.0% | 0.0% | 66 | -126 | -16.26% | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | No change | 603 | 9 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| RHUMBLINE ADVISERS | History | No change | 519 | 7 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Farther Finance Advisors, LLC | History | New | 250 | 3 | 0.0% | — | 70 | +250 | New | Q1 2026 | Apr 07, 2026 |
| Russell Investments Group, Ltd. | History | No change | 211 | 3 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 150 | 2 | 0.0% | — | 72 | +150 | New | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 147 | 2 | 0.0% | — | 73 | +147 | New | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 136 | 2 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 100 | 1 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Optiver Holding B.V. | History | No change | 130 | 1 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Torren Management, LLC | History | No change | 111 | 1 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -72,656 | -100.0% | Q1 2026 | May 15, 2026 |
| Rothschild Wealth LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -25,000 | -100.0% | Q1 2026 | May 06, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -24,128 | -100.0% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 08, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -88 | -100.0% | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 18 | 0 | — | — | — | +18 | New | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 12 | 0 | — | — | — | -12 | -50.0% | Q1 2026 | May 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 64 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 42 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| IAG Wealth Partners, LLC | History | No change | 66 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |