Twin DiscTWIN

13F holders, Q1 2025 (March 31)
76holders +8
12new positions
4sold out
4famous investors
$7.57avg. 13F price*

At the end of Q1 2025, 76 institutions reported holding Twin Disc Inc. (TWIN) in their 13F filings, up 8 from Q4 2024. 12 opened new positions and 4 sold out. The largest holders were GAMCO Investors ($12.7M), Juniper Investment Company, LLC ($7.8M) and BlackRock, Inc. ($5.1M). 4 famous investors held it, including Mario Gabelli (0.1% of GAMCO Investors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Twin Disc Inc.
CUSIP
901476101
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 63Q1 2024Q2 2024: 71Q2 2024Q3 2024: 69Q3 2024Q4 2024: 68Q4 2024Q1 2025: 76Q1 2025Q2 2025: 79Q2 2025Q3 2025: 76Q3 2025Q4 2025: 74Q4 2025Q1 2026: 79Q1 2026Q2 2026: 92Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions12$2.2M
Exits4$324K

All 13F filers, Q4 2024 → Q1 2025: 488,245 shares bought and 464,603 shares sold, net +23,642 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 76 holders

GAMCO Investors 0.14% Add +2.7% 1,673,799 $12.7M
Juniper Investment Company, LLC 3.50% No change 1,024,954 $7.8M
BlackRock, Inc. 0.00% Reduce -1.3% 668,703 $5.1M
Vanguard Group Inc. 0.00% Reduce -0.3% 635,565 $4.8M
Dimensional Fund Advisors LP 0.00% Add +4.1% 621,969 $4.7M
Pacific Ridge Capital Partners, LLC 1.13% Add +0.1% 565,547 $4.3M
AMH Equity Ltd 6.20% Reduce -25.7% 530,086 $4.0M
Gabelli Funds LLC 0.02% Reduce -0.1% 385,524 $2.9M
Grace & White Inc. 0.39% Add +25.7% 269,247 $2.0M
Geode Capital Management, LLC 0.00% Add +5.0% 268,298 $2.0M
Royce & Associates LP 0.02% Reduce -31.5% 225,384 $1.7M
Neuberger Berman Group LLC 0.00% Reduce -1.4% 181,016 $1.4M
Heartland Advisors Inc. 0.07% Reduce -16.7% 150,000 $1.1M
State Street Corp. 0.00% Reduce -4.0% 117,899 $892K
Kennedy Capital Management LLC 0.02% Reduce -0.6% 110,866 $839K
Segall Bryant & Hamill, LLC 0.01% No change 110,177 $834K
IFP Advisors, Inc 0.02% New 106,320 $805K
Renaissance Technologies 0.00% Add +1.7% 103,093 $780K
Teton Advisors, Inc. 0.49% No change 100,500 $761K
Northern Trust Corp. 0.00% Reduce -1.9% 97,021 $734K
Bank of New York Mellon Corp 0.00% Add +4.9% 94,904 $718K
Acadian Asset Management LLC 0.00% Reduce -0.9% 77,818 $588K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Add +12.6% 59,839 $453K
Bridgeway Capital Management, LLC 0.01% Reduce -33.0% 57,595 $436K
Janney Montgomery Scott LLC 0.00% Add +2.1% 44,943 $340K
Millennium Management 0.00% New 44,592 $338K
American Century Companies Inc. 0.00% Reduce -19.7% 42,266 $320K
Goldman Sachs Group Inc. 0.00% Add +19.4% 41,712 $316K
US Bancorp \de 0.00% New 40,505 $307K
Charles Schwab Investment Management Inc. 0.00% Add +12.0% 35,531 $269K
First Trust Advisors LP 0.00% Reduce -1.4% 33,790 $256K
Lido Advisors, LLC 0.00% New 32,431 $246K
Skylands Capital, LLC 0.03% Add +8.8% 29,704 $225K
Susquehanna International Group, LLP 0.00% Add +164.8% 28,940 $219K
Squarepoint Ops LLC 0.00% New 25,178 $191K
JPMorgan Chase & Co. 0.00% Reduce -35.4% 24,790 $188K
Morgan Stanley 0.00% Reduce -18.6% 23,826 $180K
Citadel Advisors 0.00% Add +69.2% 23,468 $178K
Los Angeles Capital Management LLC 0.00% New 22,220 $168K
Ameriprise Financial Inc. 0.00% Reduce -30.6% 21,651 $164K
Royal Bank of Canada 0.00% Reduce -4.3% 20,029 $151K
Empowered Funds, LLC 0.00% Add +5.7% 18,416 $139K
Wells Fargo & Company 0.00% Add +0.9% 16,701 $126K
Nuveen, LLC 0.00% — 15,002 $114K
Prudential Financial Inc. 0.00% New 13,445 $102K
Barclays PLC 0.00% Reduce -32.7% 11,301 $86K
Bank of America Corp. 0.00% Reduce -23.8% 11,221 $85K
Rhumbline Advisers 0.00% Reduce -3.7% 11,171 $85K
Central Pacific Bank - Trust Division 0.01% Add +566.7% 10,000 $76K
STRS Ohio 0.00% No change 9,800 $74K
UBS Group AG 0.00% Reduce -56.4% 9,356 $71K
Citigroup Inc. 0.00% Reduce -10.0% 7,750 $59K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +4.8% 6,800 $51K
Deutsche Bank AG 0.00% Reduce -27.0% 6,282 $48K
Corebridge Financial, Inc. 0.00% Reduce -1.4% 5,469 $41K
FMR LLC 0.00% Add +215.5% 3,448 $26K
Police & Firemen's Retirement System of New Jersey 0.00% No change 2,244 $17K
New York State Common Retirement Fund 0.00% No change 1,700 $13K
Tower Research Capital LLC (TRC) 0.00% Reduce -13.7% 1,246 $9K
BNP Paribas Financial Markets 0.00% Reduce -75.9% 1,140 $9K
Ameritas Investment Partners, Inc. 0.00% No change 1,094 $8K
Legal & General Group Plc 0.00% No change 960 $7K
California State Teachers Retirement System 0.00% No change 809 $6K
Comerica Bank 0.00% Add +19.0% 527 $4K
Amalgamated Bank 0.00% No change 386 $3K
Private Wealth Management Group, LLC 0.00% New 201 $2K
Sterling Capital Management LLC 0.00% Reduce -47.0% 201 $2K
Russell Investments Group, Ltd. 0.00% New 122 $924
Nisa Investment Advisors, LLC 0.00% New 67 $507
IAG Wealth Partners, LLC 0.00% No change 66 $500
Osaic Holdings, Inc. 0.00% Reduce -64.0% 45 $340
PNC Financial Services Group, Inc. 0.00% No change 13 $98
True Wealth Design, LLC 0.00% New 4 $31
Huntington National Bank 0.00% No change 2 $15
Lazard Asset Management LLC 0.00% New 68 $0
Cwm, LLC 0.00% Reduce -23.4% 49 $0

"% of holder's portfolio" is TWIN's weight in each manager's 13F, not the share of Twin Disc Inc. the manager owns.