Vault-13

TWIN DISC INC TWIN

COM · Common Stock · CUSIP 901476101

Power transmission equipment company

64 institutional holders +6 vs Q4 2023
8,567,1108.6m shares reported held*
61.2% of all shares outstanding*
$141.6mreported value*
9 new 18 added 28 reduced 3 sold out net bought ≈ $2.8m (+168.0k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Shares outstanding: 14.0m as of 2024-04-23, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $16.53. Options: 1 managers hold calls ($0 notional), 1 hold puts ($0).

Trends to Q1 2024

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 46Q4 22: 47Q1 23: 46Q2 23: 44Q3 23: 50Q4 23: 58Q1 24: 6464Q3 22Q1 23Q3 23Q1 24
Numbers
QuarterHolders
Q3 202246
Q4 202247
Q1 202346
Q2 202344
Q3 202350
Q4 202358
Q1 202464

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q4 22: 15 bought or addedQ4 22: 16 cut or sold outQ4 22Q1 23: 22 bought or addedQ1 23: 13 cut or sold outQ1 23Q2 23: 19 bought or addedQ2 23: 12 cut or sold outQ2 23Q3 23: 21 bought or addedQ3 23: 18 cut or sold outQ3 23Q4 23: 33 bought or addedQ4 23: 18 cut or sold outQ4 23Q1 24: 27 bought or addedQ1 24: 31 cut or sold outQ1 24
Numbers
QuarterBought or addedCut or sold out
Q4 20221516
Q1 20232213
Q2 20231912
Q3 20232118
Q4 20233318
Q1 20242731

Biggest buyers

MILLENNIUM MANAGEMENT LLC Added +106,434+106.4k
JANE STREET GROUP, LLC Added +68,646+68.6k
GOLDMAN SACHS GROUP INC New +47,916+47.9k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +45,308+45.3k
AMERIPRISE FINANCIAL INC New +37,327+37.3k
VANGUARD GROUP INC Added +34,425+34.4k
HRT FINANCIAL LP New +31,605+31.6k
Man Group plc New +26,481+26.5k
MARSHALL WACE, LLP New +24,885+24.9k
MORGAN STANLEY Added +23,356+23.4k

Biggest sellers

HEARTLAND ADVISORS INC Reduced -150,000-150.0k
AMH Equity Ltd Reduced -49,983-50.0k
Pacific Ridge Capital Partners, LLC Reduced -27,876-27.9k
Skylands Capital, LLC Reduced -22,107-22.1k
BANK OF AMERICA CORP /DE/ Reduced -19,990-20.0k
683 Capital Management, LLC Sold out -15,028-15.0k
ExodusPoint Capital Management, LP Reduced -14,185-14.2k
Balyasny Asset Management L.P. Reduced -13,209-13.2k
VICTORY CAPITAL MANAGEMENT INC Reduced -9,663-9.7k
GAMCO INVESTORS, INC. ET AL Reduced -7,900-7.9k

Biggest calls

Biggest puts

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
BlackRock, Inc. 13G · institution new · filed 2026-07-30 5.1% new 741.7k≈ $17.2m 2026-07-30

Insider purchases and sales in Q1 2024

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported in Q1 2024.

Holders, Q1 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 GAMCO INVESTORS, INC. ET AL 0.27% of their portfolio GREENWICH, CT 1,597,6691.6m $26.4m $26.4m 0.27% Reduced -7.9k -7,900
2 Juniper Investment Company, LLC 8.43% of their portfolio NEW YORK, NY 1,024,9541.0m $16.9m $16.9m 8.43% Unchanged
3 AMH Equity Ltd 12.76% of their portfolio Great Neck, NY 700,000700.0k $11.6m $11.6m 12.76% Reduced -50.0k -49,983
4 Pacific Ridge Capital Partners, LLC 1.98% of their portfolio LAKE OSWEGO, OR 545,145545.1k $9.0m $9.0m 1.98% Reduced -27.9k -27,876
5 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 540,668540.7k $8.9m $8.9m 0.00% Added +34.4k +34,425
6 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 538,831538.8k $8.9m $8.9m 0.00% Added +19.1k +19,102
7 ROYCE & ASSOCIATES LP 0.06% of their portfolio New York, NY 438,796438.8k $7.3m $7.3m 0.06% Reduced -708 -708
8 GABELLI FUNDS LLC 0.05% of their portfolio Rye, NY 371,867371.9k $6.1m $6.1m 0.05% Reduced -1.2k -1,200
9 NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio NEW YORK, NY 318,568318.6k $5.3m $5.3m 0.00% Reduced -6.8k -6,772
10 HEARTLAND ADVISORS INC 0.22% of their portfolio MILWAUKEE, WI 250,000250.0k $4.1m $4.1m 0.22% Reduced -150.0k -150,000
11 GRACE & WHITE INC /NY 0.63% of their portfolio NY, NY 212,336212.3k $3.5m $3.5m 0.63% Reduced -2.0k -2,000
12 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 166,957167.0k $2.8m $2.8m 0.00% Added +106.4k +106,434
13 BlackRock Inc. 0.00% of their portfolio New York, NY 163,022163.0k $2.7m $2.7m 0.00% Reduced -7.8k -7,822
14 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 114,694114.7k $1.9m $1.9m 0.00% Added +3.6k +3,613
15 RBF Capital, LLC 0.10% of their portfolio RENO, NV 112,561112.6k $1.9m $1.9m 0.10% Unchanged
16 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 110,908110.9k $1.8m $1.8m 0.00% Added +45.3k +45,308
17 KENNEDY CAPITAL MANAGEMENT LLC 0.04% of their portfolio ST LOUIS, MO 108,538108.5k $1.8m $1.8m 0.04% Reduced -1.6k -1,643
18 Teton Advisors, Inc. 0.60% of their portfolio Rye, NY 103,000103.0k $1.7m $1.7m 0.60% Reduced -7.0k -7,000
19 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 101,959102.0k $1.7m $1.7m 0.00% Added +68.6k +68,646
20 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 98,52098.5k $1.6m $1.6m 0.00% Added +7.2k +7,227
21 VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio San Antonio, TX 86,75386.8k $1.4m $1.4m 0.00% Reduced -9.7k -9,663
22 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 70,90370.9k $1.2m $1.2m 0.00% Reduced -6.8k -6,840
23 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.02% of their portfolio HOUSTON, TX 65,20165.2k $1.1m $1.1m 0.02% Added +4.4k +4,401
24 ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio Boston, MA 62,74162.7k $1.0m $1.0m 0.00% Added +668 +668
25 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 47,91647.9k $792.1k $792.1k 0.00% New
26 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 42,69542.7k $706.0k $706.0k 0.00% Added +3.6k +3,580
27 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 41,32241.3k $683.1k $683.1k 0.00% Added +23.4k +23,356
28 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 39,66739.7k $655.7k $655.7k 0.00% Added +6.2k +6,161
29 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 37,32737.3k $617.0k $617.0k 0.00% New
30 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.01% of their portfolio Stamford, CT 36,36636.4k $601.1k $601.1k 0.01% Added +14.2k +14,218
31 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 36,30536.3k $600.1k $600.1k 0.00% Added +900 +900
32 Skylands Capital, LLC 0.08% of their portfolio Milwaukee, WI 35,30035.3k $583.5k $583.5k 0.08% Reduced -22.1k -22,107
33 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 31,60531.6k $522.0k $522.0k 0.00% New
34 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 29,31729.3k $484.6k $484.6k 0.00% Reduced -7.4k -7,358
35 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 28,61228.6k $473.0k $473.0k 0.00% Added +9.0k +8,992
36 Man Group plc 0.00% of their portfolio LONDON, X0 26,48126.5k $437.7k $437.7k 0.00% New
37 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 26,10626.1k $431.5k $431.5k 0.00% Reduced -1.2k -1,205
38 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 25,82225.8k $426.8k $426.8k 0.00% Reduced -20.0k -19,990
39 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 24,88524.9k $411.3k $411.3k 0.00% New
40 Balyasny Asset Management L.P. 0.00% of their portfolio Chicago, IL 18,86918.9k $311.9k $311.9k 0.00% Reduced -13.2k -13,209
41 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 17,54117.5k $290.0k $290.0k 0.00% Added +4.0k +4,046
42 Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio VANCOUVER, A1 17,05217.1k $281.9k $281.9k 0.00% Added +6.7k +6,667
43 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 15,90015.9k $263.0k $263.0k 0.00% Reduced -99 -99
44 RITHOLTZ WEALTH MANAGEMENT 0.01% of their portfolio NEW YORK, NY 15,65715.7k $258.8k $258.8k 0.01% Added +5.5k +5,525
45 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 14,65914.7k $242.3k $242.3k 0.00% Reduced -6.0k -5,987
46 Point72 Asia (Singapore) Pte. Ltd. 0.05% of their portfolio SINGAPORE, U0 11,64111.6k $192.4k $192.4k 0.05% New
47 Cubist Systematic Strategies, LLC 0.00% of their portfolio STAMFORD, CT 11,56411.6k $191.2k $191.2k 0.00% New
48 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 10,10110.1k $167.0k $167.0k 0.00% Reduced -2.5k -2,482
49 ExodusPoint Capital Management, LP 0.00% of their portfolio NEW YORK, NY 10,02310.0k $166.0k $166.0k 0.00% Reduced -14.2k -14,185
50 EntryPoint Capital, LLC 0.03% of their portfolio NEW YORK, NY 2,1832.2k $36.1k $36.1k 0.03% New
51 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,7861.8k $29.5k $29.5k 0.00% Reduced -1.7k -1,655
52 Central Pacific Bank - Trust Division 0.00% of their portfolio HONOLULU, HI 1,5001.5k $25.5k $25.5k 0.00% First filing
53 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 1,4451.4k $23.9k $23.9k 0.00% Unchanged
54 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 1,2001.2k $19.8k $19.8k 0.00% Unchanged
55 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 537537 $8.9k $8.9k 0.00% Unchanged
56 MACQUARIE GROUP LTD 0.00% of their portfolio Sydney, NSW 2000, C3 391391 $6 $6 0.00% New
57 COMERICA BANK 0.00% of their portfolio DALLAS, TX 352352 $5.8k $5.8k 0.00% Reduced -31 -31
58 LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 174174 $2.0k $2.0k 0.00% Reduced -6 -6
59 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 7575 $1.2k $1.2k 0.00% Reduced -795 -795
60 IAG Wealth Partners, LLC 0.00% of their portfolio WAUKESHA, WI 6666 $1.1k $1.1k 0.00% Unchanged
61 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 6262 $1.0k $1.0k 0.00% Reduced -1.2k -1,190
62 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 1313 $215 $215 0.00% Reduced -1 -1
63 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 22 $33 $33 0.00% Unchanged
64 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged