Vault-13

TWIN DISC INC TWIN

COM · Common Stock · CUSIP 901476101

Power transmission equipment company

80 institutional holders +3 vs Q1 2025
8,450,8838.5m shares reported held*
58.7% of all shares outstanding*
$74.6mreported value*
21 new 25 added 26 reduced 19 sold out net sold ≈ $4.1m (-468.0k 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 ($176.5k this quarter). Holder counts are more reliable. Shares outstanding: 14.4m as of 2025-08-13, 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 ≈ $8.83. Options: 3 managers hold calls ($134.9k notional), 1 hold puts ($0).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 46Q4 22: 47Q1 23: 46Q2 23: 44Q3 23: 50Q4 23: 58Q1 24: 64Q2 24: 72Q3 24: 70Q4 24: 69Q1 25: 77Q2 25: 8080Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202246
Q4 202247
Q1 202346
Q2 202344
Q3 202350
Q4 202358
Q1 202464
Q2 202472
Q3 202470
Q4 202469
Q1 202577
Q2 202580

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q3 23: 21 bought or addedQ3 23: 18 cut or sold outQ4 23: 33 bought or addedQ4 23: 18 cut or sold outQ4 23Q1 24: 27 bought or addedQ1 24: 31 cut or sold outQ2 24: 42 bought or addedQ2 24: 33 cut or sold outQ2 24Q3 24: 33 bought or addedQ3 24: 26 cut or sold outQ4 24: 24 bought or addedQ4 24: 32 cut or sold outQ4 24Q1 25: 32 bought or addedQ1 25: 33 cut or sold outQ2 25: 46 bought or addedQ2 25: 45 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20232118
Q4 20233318
Q1 20242731
Q2 20244233
Q3 20243326
Q4 20242432
Q1 20253233
Q2 20254645

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$50k$100k$150kQ3 24 calls: $0Q3 24 puts: $0Q3 24P/C —Q4 24 calls: $0Q4 24 puts: $0Q4 24P/C —Q1 25 calls: $0Q1 25 puts: $0Q1 25P/C —Q2 25 calls: $134.9kQ2 25 puts: $0Q2 25P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2024$0$0—
Q4 2024$0$0—
Q1 2025$0$0—
Q2 2025$134.9k$00.00

Biggest buyers

AMERIPRISE FINANCIAL INC Added +417,590+417.6k
Peapod Lane Capital LLC New +136,132+136.1k
MILLENNIUM MANAGEMENT LLC Added +101,090+101.1k
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP New +64,127+64.1k
Mink Brook Asset Management LLC New +61,447+61.4k
RBF Capital, LLC New +60,000+60.0k
GAMCO INVESTORS, INC. ET AL Added +59,000+59.0k
RENAISSANCE TECHNOLOGIES LLC Added +55,615+55.6k
Y-Intercept (Hong Kong) Ltd New +47,549+47.5k
MARTIN & CO INC /TN/ New +31,323+31.3k

Biggest sellers

BlackRock, Inc. Reduced -507,710-507.7k
ROYCE & ASSOCIATES LP Reduced -214,852-214.9k
NEUBERGER BERMAN GROUP LLC Sold out -181,016-181.0k
HEARTLAND ADVISORS INC Sold out -150,000-150.0k
GEODE CAPITAL MANAGEMENT, LLC Reduced -138,413-138.4k
STATE STREET CORP Reduced -78,794-78.8k
AMH Equity Ltd Reduced -66,086-66.1k
NORTHERN TRUST CORP Reduced -65,867-65.9k
VANGUARD GROUP INC Reduced -64,423-64.4k
KENNEDY CAPITAL MANAGEMENT LLC Reduced -49,423-49.4k

Biggest calls

JANE STREET GROUP, LLC New $121.9k13.8k shares
SIMPLEX TRADING, LLC New $13.0k1.5k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

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 Q2 2025

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.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
101Q3 23: 0 buyingQ3 23: 0 sellingQ4 23: 0 buyingQ4 23: 0 sellingQ4 23Q1 24: 0 buyingQ1 24: 0 sellingQ2 24: 0 buyingQ2 24: 1 sellingQ2 24Q3 24: 0 buyingQ3 24: 0 sellingQ4 24: 0 buyingQ4 24: 0 sellingQ4 24Q1 25: 0 buyingQ1 25: 0 sellingQ2 25: 0 buyingQ2 25: 0 sellingQ2 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20230—0——
Q4 20230—0——
Q1 20240—0——
Q2 20240—1$277.2k—
Q3 20240—0——
Q4 20240—0——
Q1 20250—0——
Q2 20250—0——

None reported in Q2 2025.

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 GAMCO INVESTORS, INC. ET AL 0.15% of their portfolio GREENWICH, CT 1,732,7991.7m $15.3m $15.3m 0.15% Added +59.0k +59,000
2 Juniper Investment Company, LLC 3.73% of their portfolio NEW YORK, NY 1,024,9541.0m $9.1m $9.1m 3.73% Unchanged
3 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 629,746629.7k $5.6m $5.6m 0.00% Added +7.8k +7,777
4 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 571,142571.1k $5.0m $5.0m 0.00% Reduced -64.4k -64,423
5 Pacific Ridge Capital Partners, LLC 1.18% of their portfolio LAKE OSWEGO, OR 557,619557.6k $4.9m $4.9m 1.18% Reduced -7.9k -7,928
6 AMH Equity Ltd 6.03% of their portfolio Great Neck, NY 464,000464.0k $4.1m $4.1m 6.03% Reduced -66.1k -66,086
7 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 439,241439.2k $3.9m $3.9m 0.00% Added +417.6k +417,590
8 GABELLI FUNDS LLC 0.02% of their portfolio Rye, NY 387,524387.5k $3.4m $3.4m 0.02% Added +2.0k +2,000
9 GRACE & WHITE INC /NY 0.46% of their portfolio NY, NY 284,529284.5k $2.5m $2.5m 0.46% Added +15.3k +15,282
10 BlackRock, Inc. 0.00% of their portfolio New York, NY 160,993161.0k $1.4m $1.4m 0.00% Reduced -507.7k -507,710
11 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 158,708158.7k $1.4m $1.4m 0.00% Added +55.6k +55,615
12 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 145,682145.7k $1.3m $1.3m 0.00% Added +101.1k +101,090
13 Peapod Lane Capital LLC 1.20% of their portfolio Bedford Hills, NY 136,132136.1k $1.2m $1.2m 1.20% New
14 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 129,885129.9k $1.1m $1.1m 0.00% Reduced -138.4k -138,413
15 SEGALL BRYANT & HAMILL, LLC 0.01% of their portfolio CHICAGO, IL 110,177110.2k $972.9k $972.9k 0.01% Unchanged
16 IFP Advisors, Inc 0.03% of their portfolio TAMPA, FL 107,202107.2k $947.4k $947.4k 0.03% Added +882 +882
17 Teton Advisors, Inc. 0.53% of their portfolio Rye, NY 98,50098.5k $869.8k $869.8k 0.53% Reduced -2.0k -2,000
18 ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio Boston, MA 86,06086.1k $758.0k $758.0k 0.00% Added +8.2k +8,242
19 Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio VANCOUVER, A1 79,27379.3k $700.0k $700.0k 0.00% Added +19.4k +19,434
20 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 69,98070.0k $617.9k $617.9k 0.00% Reduced -24.9k -24,924
21 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio BOSTON, MA 64,12764.1k $566.2k $566.2k 0.00% New
22 Mink Brook Asset Management LLC 0.47% of their portfolio West Palm Beach, FL 61,44761.4k $542.6k $542.6k 0.47% New
23 KENNEDY CAPITAL MANAGEMENT LLC 0.01% of their portfolio ST LOUIS, MO 61,44361.4k $542.5k $542.5k 0.01% Reduced -49.4k -49,423
24 RBF Capital, LLC 0.03% of their portfolio RENO, NV 60,00060.0k $529.8k $529.8k 0.03% New
25 Y-Intercept (Hong Kong) Ltd 0.01% of their portfolio HONG KONG, K3 47,54947.5k $419.9k $419.9k 0.01% New
26 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 46,67446.7k $412.0k $412.0k 0.00% Added +26.6k +26,645
27 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 45,81645.8k $404.6k $404.6k 0.00% Added +4.1k +4,104
28 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 45,08045.1k $398.0k $398.0k 0.00% Added +137 +137
29 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.01% of their portfolio HOUSTON, TX 44,16844.2k $390.0k $390.0k 0.01% Reduced -13.4k -13,427
30 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 40,50540.5k $357.7k $357.7k 0.00% Unchanged
31 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 39,10539.1k $345.3k $345.3k 0.00% Reduced -78.8k -78,794
32 Skylands Capital, LLC 0.05% of their portfolio Milwaukee, WI 39,00439.0k $344.4k $344.4k 0.05% Added +9.3k +9,300
33 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 35,16835.2k $310.5k $310.5k 0.00% Added +1.4k +1,378
34 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 34,86934.9k $307.9k $307.9k 0.00% Added +11.4k +11,401
35 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 32,43132.4k $286.4k $286.4k 0.00% Unchanged
36 MARTIN & CO INC /TN/ 0.05% of their portfolio Knoxville, TN 31,32331.3k $276.6k $276.6k 0.05% New
37 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 31,15431.2k $275.1k $275.1k 0.00% Reduced -65.9k -65,867
38 BAILARD, INC. 0.01% of their portfolio Foster City, CA 29,01829.0k $256.2k $256.2k 0.01% New
39 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 27,69027.7k $244.5k $244.5k 0.00% Reduced -14.6k -14,576
40 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 27,32427.3k $241.3k $241.3k 0.00% Added +2.1k +2,146
41 GSA CAPITAL PARTNERS LLP 0.02% of their portfolio LONDON, X0 25,79425.8k $228.0k $228.0k 0.02% New
42 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 21,05921.1k $186.0k $186.0k 0.00% New
43 Perritt Capital Management Inc 0.09% of their portfolio Chicago, IL 20,00020.0k $176.6k $176.6k 0.09% New
44 Empowered Funds, LLC 0.00% of their portfolio NEWTOWN SQUARE, PA 19,98920.0k $176.5k $176.5k 0.00% Added +1.6k +1,573
45 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 18,42518.4k $162.7k $162.7k 0.00% Reduced -10.5k -10,515
46 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 17,64517.6k $155.8k $155.8k 0.00% Reduced -6.2k -6,181
47 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 15,93415.9k $140.7k $140.7k 0.00% New
48 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 15,81115.8k $139.6k $139.6k 0.00% Added +4.6k +4,590
49 Aster Capital Management (DIFC) Ltd 0.02% of their portfolio DUBAI, C0 12,24812.2k $108.2k $108.2k 0.02% New
50 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 11,99212.0k $105.9k $105.9k 0.00% Reduced -4.7k -4,709
51 Corton Capital Inc. 0.11% of their portfolio Carrying Place, A6 10,55810.6k $93.2k $93.2k 0.11% New
52 ROYCE & ASSOCIATES LP 0.00% of their portfolio New York, NY 10,53210.5k $93.0k $93.0k 0.00% Reduced -214.9k -214,852
53 Jain Global LLC 0.00% of their portfolio NEW YORK, NY 10,26610.3k $90.6k $90.6k 0.00% New
54 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 10,00210.0k $88.3k $88.3k 0.00% Added +10.0k +10,000
55 Central Pacific Bank - Trust Division 0.01% of their portfolio HONOLULU, HI 10,00010.0k $88.3k $88.3k 0.01% Unchanged
56 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 4,1684.2k $36.8k $36.8k 0.00% Reduced -20.6k -20,622
57 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 3,4143.4k $30.1k $30.1k 0.00% Added +2.2k +2,168
58 SIMPLEX TRADING, LLC 0.00% of their portfolio CHICAGO, IL 3,3083.3k $29.0k $29.0k 0.00% New
59 UBS Group AG 0.00% of their portfolio ZURICH, V8 3,2943.3k $29.1k $29.1k 0.00% Reduced -6.1k -6,062
60 FMR LLC 0.00% of their portfolio BOSTON, MA 2,6962.7k $23.8k $23.8k 0.00% Reduced -752 -752
61 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 2,3092.3k $20.4k $20.4k 0.00% Added +1.2k +1,169
62 CWM, LLC 0.00% of their portfolio OMAHA, NE 692692 $6.0k $6.0k 0.00% Added +643 +643
63 GAMMA Investing LLC 0.00% of their portfolio FOSTER CITY, CA 603603 $5.3k $5.3k 0.00% New
64 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 519519 $4.6k $4.6k 0.00% Reduced -10.7k -10,652
65 LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 310310 $2.0k $2.0k 0.00% Added +242 +242
66 Operose Advisors LLC 0.00% of their portfolio MILWAUKEE, WI 247247 $2.2k $2.2k 0.00% New
67 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 215215 $1.9k $1.9k 0.00% New
68 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 198198 $1.7k $1.7k 0.00% Reduced -7.6k -7,552
69 COMERICA BANK 0.00% of their portfolio DALLAS, TX 163163 $1.4k $1.4k 0.00% Reduced -364 -364
70 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 100100 $885 $885 0.00% Added +55 +55
71 Covestor Ltd 0.00% of their portfolio LONDON, X0 9595 $1.0k $1.0k 0.00% New
72 IAG Wealth Partners, LLC 0.00% of their portfolio WAUKESHA, WI 6666 $583 $583 0.00% Unchanged
73 NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio ST. LOUIS, MO 6464 $565 $565 0.00% Reduced -3 -3
74 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 5151 $450 $450 0.00% Reduced -71 -71
75 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 2424 $212 $212 0.00% New
76 Essential Partners LLC 0.00% of their portfolio RANCHO SANTA FE, CA 2323 $203 $203 0.00% First filing
77 First Horizon Advisors, Inc. 0.00% of their portfolio MEMPHIS, TN 1313 $115 $115 0.00% New
78 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 33 $26 $26 0.00% Reduced -11.3k -11,298
79 True Wealth Design, LLC 0.00% of their portfolio AKRON, OH 11 $9 $9 0.00% Reduced -3 -3
80 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged