Vault-13

TWIN DISC INC TWIN

COM · Common Stock · CUSIP 901476101

Power transmission equipment company

92 institutional holders +13 vs Q1 2026
9,368,8359.4m shares reported held*
64.4% of all shares outstanding*
$217.4mreported value*
27 new 25 added 25 reduced 14 sold out net bought ≈ $12.4m (+533.0k 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 ($666.5k this quarter). Holder counts are more reliable. Shares outstanding: 14.5m as of 2026-08-10, 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 ≈ $23.20.

Trends to Q2 2026

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: 80Q3 25: 76Q4 25: 74Q1 26: 79Q2 26: 9292Q3 22Q3 23Q3 24Q3 25Q2 26
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
Q3 202576
Q4 202574
Q1 202679
Q2 202692

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 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 25Q3 25: 37 bought or addedQ3 25: 41 cut or sold outQ4 25: 35 bought or addedQ4 25: 32 cut or sold outQ4 25Q1 26: 39 bought or addedQ1 26: 24 cut or sold outQ2 26: 52 bought or addedQ2 26: 39 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20243326
Q4 20242432
Q1 20253233
Q2 20254645
Q3 20253741
Q4 20253532
Q1 20263924
Q2 20265239

Calls vs puts

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

CallsPuts
$0$10k$20k$30k$40kQ3 25 calls: $30.7kQ3 25 puts: $14.4kQ3 25P/C 0.47Q4 25 calls: $0Q4 25 puts: $16.7kQ4 25P/C —Q1 26 calls: $0Q1 26 puts: $0Q1 26P/C —Q2 26 calls: $0Q2 26 puts: $0Q2 26P/C —
Numbers
QuarterCallsPutsP/C
Q3 2025$30.7k$14.4k0.47
Q4 2025$0$16.7k—
Q1 2026$0$0—
Q2 2026$0$0—

Biggest buyers

BlackRock, Inc. Added +567,507+567.5k
GEODE CAPITAL MANAGEMENT, LLC Added +157,864+157.9k
NEEDHAM INVESTMENT MANAGEMENT LLC New +150,000+150.0k
Archon Capital Management LLC Added +128,731+128.7k
STATE STREET CORP Added +82,265+82.3k
VANGUARD PORTFOLIO MANAGEMENT LLC New +77,767+77.8k
NORTHERN TRUST CORP Added +65,454+65.5k
PANAGORA ASSET MANAGEMENT INC New +52,640+52.6k
Allspring Global Investments Holdings, LLC Added +51,723+51.7k
ALGERT GLOBAL LLC New +51,463+51.5k

Biggest sellers

SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -206,256-206.3k
MILLENNIUM MANAGEMENT LLC Sold out -193,345-193.3k
AMERIPRISE FINANCIAL INC Reduced -127,363-127.4k
MACKENZIE FINANCIAL CORP Sold out -115,876-115.9k
Mink Brook Asset Management LLC Sold out -111,216-111.2k
Peapod Lane Capital LLC Sold out -108,107-108.1k
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Reduced -60,723-60.7k
Qube Research & Technologies Ltd Sold out -44,316-44.3k
BARCLAYS PLC Reduced -43,025-43.0k
683 Capital Management, LLC Sold out -31,967-32.0k

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 since 1 Apr 2026

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
101Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 0 buyingQ2 25: 0 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 0 buyingQ1 26: 0 sellingQ1 26Q2 26: 0 buyingQ2 26: 0 sellingQ3 26: 0 buyingQ3 26: 1 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—0——
Q1 20250—0——
Q2 20250—0——
Q3 20250—0——
Q4 20250—0——
Q1 20260—0——
Q2 20260—0——
Q3 20260—1$417.6k—
DateInsiderTradeSharesPrice ValueTheir holding
2026-09-08 Knutson Jeffrey Scott VP Finance, CFO, Secr & Trea Sold 7,482 $24.25 $181.4k7.5k shares -4%
2026-09-04 Knutson Jeffrey Scott VP Finance, CFO, Secr & Trea Sold 5,902 $23.25 $137.2k5.9k shares -3%
2026-09-03 Knutson Jeffrey Scott VP Finance, CFO, Secr & Trea Sold 4,302 $23.00 $98.9k4.3k shares -2%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 GAMCO INVESTORS, INC. ET AL 0.34% of their portfolio GREENWICH, CT 1,629,9361.6m $37.8m $37.8m 0.34% Reduced -23.2k -23,200
2 Juniper Investment Company, LLC 6.30% of their portfolio NEW YORK, NY 1,024,9541.0m $23.8m $23.8m 6.30% Unchanged
3 BlackRock, Inc. 0.00% of their portfolio New York, NY 743,060743.1k $17.2m $17.2m 0.00% Added +567.5k +567,507
4 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 607,438607.4k $14.1m $14.1m 0.00% Reduced -3.0k -2,974
5 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 550,852550.9k $12.8m $12.8m 0.00% Added +21.6k +21,556
6 Pacific Ridge Capital Partners, LLC 2.22% of their portfolio LAKE OSWEGO, OR 526,488526.5k $12.2m $12.2m 2.22% Reduced -4.1k -4,078
7 GABELLI FUNDS LLC 0.06% of their portfolio Rye, NY 400,524400.5k $9.3m $9.3m 0.06% Unchanged
8 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 314,368314.4k $7.3m $7.3m 0.00% Reduced -127.4k -127,363
9 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 291,841291.8k $6.8m $6.8m 0.00% Added +157.9k +157,864
10 Allspring Global Investments Holdings, LLC 0.01% of their portfolio CHARLOTTE, NC 246,197246.2k $5.7m $5.7m 0.01% Added +51.7k +51,723
11 GRACE & WHITE INC /NY 0.80% of their portfolio NY, NY 217,230217.2k $5.0m $5.0m 0.80% Reduced -18.9k -18,892
12 ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio Boston, MA 175,453175.5k $4.1m $4.1m 0.00% Added +1.8k +1,764
13 NEEDHAM INVESTMENT MANAGEMENT LLC 0.10% of their portfolio NEW YORK, NY 150,000150.0k $3.5m $3.5m 0.10% New
14 Archon Capital Management LLC 1.39% of their portfolio Seattle, WA 147,660147.7k $3.4m $3.4m 1.39% Added +128.7k +128,731
15 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 129,569129.6k $3.0m $3.0m 0.00% Added +82.3k +82,265
16 IFP Advisors, Inc 0.05% of their portfolio TAMPA, FL 120,357120.4k $2.8m $2.8m 0.05% Added +2.4k +2,368
17 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 117,093117.1k $2.7m $2.7m 0.00% Added +9.7k +9,700
18 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 115,687115.7k $2.7m $2.7m 0.00% Added +34.0k +33,989
19 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.04% of their portfolio HOUSTON, TX 97,26197.3k $2.3m $2.3m 0.04% Added +19.9k +19,896
20 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 95,02395.0k $2.2m $2.2m 0.00% Added +65.5k +65,454
21 Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio VANCOUVER, A1 92,10492.1k $2.1m $2.1m 0.00% Added +2.5k +2,506
22 Teton Advisors, LLC 1.22% of their portfolio GREENWICH, CT 90,70090.7k $2.1m $2.1m 1.22% Reduced -800 -800
23 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.01% of their portfolio Stamford, CT 89,68989.7k $2.1m $2.1m 0.01% Reduced -2.8k -2,798
24 Meros Investment Management, LP 0.59% of their portfolio DALLAS, TX 80,37780.4k $1.9m $1.9m 0.59% Added +22.4k +22,418
25 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 77,76777.8k $1.8m $1.8m 0.00% New
26 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 75,39075.4k $1.7m $1.7m 0.00% Added +8.1k +8,086
27 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio BOSTON, MA 73,64173.6k $1.7m $1.7m 0.00% Reduced -60.7k -60,723
28 SEGALL BRYANT & HAMILL, LLC 0.02% of their portfolio CHICAGO, IL 72,38672.4k $1.7m $1.7m 0.02% Reduced -96 -96
29 RITHOLTZ WEALTH MANAGEMENT 0.02% of their portfolio NEW YORK, NY 69,66569.7k $1.6m $1.6m 0.02% Reduced -2.6k -2,634
30 KENNEDY CAPITAL MANAGEMENT LLC 0.03% of their portfolio ST LOUIS, MO 61,50661.5k $1.4m $1.4m 0.03% Reduced -429 -429
31 Informed Momentum Co LLC 0.12% of their portfolio SOLANA BEACH, CA 59,77359.8k $1.4m $1.4m 0.12% Added +23.5k +23,525
32 North Star Investment Management Corp. 0.07% of their portfolio CHICAGO, IL 58,00058.0k $1.3m $1.3m 0.07% Unchanged
33 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 57,18857.2k $1.3m $1.3m 0.00% Added +16.1k +16,129
34 PANAGORA ASSET MANAGEMENT INC 0.00% of their portfolio BOSTON, MA 52,64052.6k $1.2m $1.2m 0.00% New
35 ALGERT GLOBAL LLC 0.01% of their portfolio SAN FRANCISCO, CA 51,46351.5k $1.2m $1.2m 0.01% New
36 RBF Capital, LLC 0.05% of their portfolio RENO, NV 50,38050.4k $1.2m $1.2m 0.05% Reduced -3.7k -3,652
37 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 47,41147.4k $1.1m $1.1m 0.00% Reduced -23.1k -23,060
38 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 40,50540.5k $939.7k $939.7k 0.00% Unchanged
39 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 33,63233.6k $780.3k $780.3k 0.00% New
40 Quadrature Capital Ltd 0.01% of their portfolio LONDON, X0 28,82128.8k $668.6k $668.6k 0.01% New
41 Empowered Funds, LLC 0.00% of their portfolio NEWTOWN SQUARE, PA 28,72728.7k $666.5k $666.5k 0.00% Added +1.9k +1,941
42 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 26,29526.3k $610.0k $610.0k 0.00% Reduced -21.7k -21,711
43 Trexquant Investment LP 0.00% of their portfolio STAMFORD, CT 26,21626.2k $608.2k $608.2k 0.00% New
44 XTX Topco Ltd 0.01% of their portfolio LONDON, X0 25,54525.5k $592.6k $592.6k 0.01% New
45 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 22,67122.7k $526.0k $526.0k 0.00% New
46 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 20,78320.8k $482.2k $482.2k 0.00% New
47 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 19,66619.7k $456.3k $456.3k 0.00% Added +9.7k +9,665
48 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 19,58519.6k $454.4k $454.4k 0.00% Reduced -8.0k -8,023
49 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 17,90017.9k $415.3k $415.3k 0.00% Added +17.8k +17,764
50 Skylands Capital, LLC 0.05% of their portfolio Milwaukee, WI 16,59516.6k $385.0k $385.0k 0.05% Reduced -24.6k -24,605
51 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 15,89715.9k $368.0k $368.0k 0.00% Added +15.2k +15,248
52 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 15,88915.9k $368.6k $368.6k 0.00% Reduced -3.1k -3,143
53 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 15,12215.1k $350.8k $350.8k 0.00% Reduced -6.8k -6,846
54 LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 14,60914.6k $338.9k $338.9k 0.00% New
55 Y-Intercept (Hong Kong) Ltd 0.01% of their portfolio HONG KONG, K3 14,14814.1k $328.2k $328.2k 0.01% New
56 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 13,32113.3k $309.0k $309.0k 0.00% New
57 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 11,26211.3k $261.3k $261.3k 0.00% New
58 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 11,16311.2k $259.0k $259.0k 0.00% Reduced -7.3k -7,274
59 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 11,14811.1k $258.6k $258.6k 0.00% Added +10.6k +10,629
60 Central Pacific Bank - Trust Division 0.02% of their portfolio HONOLULU, HI 10,00010.0k $232.0k $232.0k 0.02% Unchanged
61 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 9,4749.5k $220.0k $220.0k 0.00% New
62 EntryPoint Capital, LLC 0.05% of their portfolio NEW YORK, NY 8,9949.0k $208.7k $208.7k 0.05% New
63 UBS Group AG 0.00% of their portfolio ZURICH, V8 7,0667.1k $163.9k $163.9k 0.00% Reduced -19.5k -19,517
64 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 6,9366.9k $160.9k $160.9k 0.00% New
65 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 5,3455.3k $124.0k $124.0k 0.00% Reduced -6.1k -6,077
66 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 5,2925.3k $122.8k $122.8k 0.00% New
67 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 5,2115.2k $120.9k $120.9k 0.00% Unchanged
68 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 4,8164.8k $113.4k $113.4k 0.00% Reduced -18 -18
69 FMR LLC 0.00% of their portfolio BOSTON, MA 4,7644.8k $110.5k $110.5k 0.00% Added +2.0k +2,023
70 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 4,4004.4k $102.1k $102.1k 0.00% New
71 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 3,4043.4k $79.0k $79.0k 0.00% New
72 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 2,3952.4k $55.6k $55.6k 0.00% Reduced -43.0k -43,025
73 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 2,3252.3k $53.9k $53.9k 0.00% First filing
74 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 1,1331.1k $26.3k $26.3k 0.00% Added +922 +922
75 Legal & General Group Plc 0.00% of their portfolio London, X0 1,1241.1k $26.1k $26.1k 0.00% New
76 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 1,0471.0k $24.3k $24.3k 0.00% New
77 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 950950 $22.0k $22.0k 0.00% Added +803 +803
78 GAMMA Investing LLC 0.00% of their portfolio FOSTER CITY, CA 603603 $14.0k $14.0k 0.00% Unchanged
79 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 534534 $12.4k $12.4k 0.00% New
80 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 250250 $5.8k $5.8k 0.00% Unchanged
81 Sterling Capital Management LLC 0.00% of their portfolio CHARLOTTE, NC 233233 $5.4k $5.4k 0.00% New
82 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 159159 $3.7k $3.7k 0.00% New
83 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 150150 $3.5k $3.5k 0.00% Unchanged
84 Torren Management, LLC 0.00% of their portfolio SAN DIEGO, CA 111111 $2.6k $2.6k 0.00% Unchanged
85 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 9595 $2.2k $2.2k 0.00% Reduced -5 -5
86 IAG Wealth Partners, LLC 0.00% of their portfolio WAUKESHA, WI 6666 $1.5k $1.5k 0.00% Unchanged
87 NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio ST. LOUIS, MO 6464 $1.5k $1.5k 0.00% Unchanged
88 N.E.W. Advisory Services LLC 0.00% of their portfolio DE PERE, WI 4242 $974 $974 0.00% Unchanged
89 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 33 $70 $70 0.00% New
90 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 22 $46 $46 0.00% Unchanged
91 Optiver Holding B.V. 0.00% of their portfolio AMSTERDAM, P7 22 $46 $46 0.00% Reduced -128 -128
92 Caitong International Asset Management Co., Ltd 0.00% of their portfolio HONG KONG, K3 11 $23 $23 0.00% New