TWIN DISC INC - Common Stock (TWIN) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
TWIN on Nasdaq
Shares outstanding
14,052,378
Price per share
$16.68
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
8,558,646
Total reported value
$119,304,322
% of total 13F portfolios
0%
Share change
+112,520
Value change
+$3,004,665
Number of holders
75
Price from insider filings
$16.68
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of TWIN DISC INC - Common Stock (TWIN) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Leviticus Partners LP 4.5% -10% $4,786,942 -$615,661 632,357 -11% Leviticus Partners LP 13 Feb 2025

As of 30 Sep 2025, 75 institutional investors reported holding 8,558,646 shares of TWIN DISC INC - Common Stock (TWIN). This represents 61% of the company’s total 14,052,378 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of TWIN DISC INC - Common Stock (TWIN) together control 56% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
GAMCO INVESTORS, INC. ET AL 12% 1,728,699 -0.24% 0.23% $24,098,064
Juniper Investment Company, LLC 7.3% 1,024,954 0% 5.5% $14,287,859
DIMENSIONAL FUND ADVISORS LP 4.4% 622,635 -1.1% 0% $8,679,735
VANGUARD GROUP INC 4.1% 576,549 +0.95% 0% $8,037,093
Pacific Ridge Capital Partners, LLC 3.9% 544,840 -2.3% 1.7% $7,595,070
AMERIPRISE FINANCIAL INC 3.1% 436,955 -0.52% 0% $6,091,153
GABELLI FUNDS LLC 2.8% 391,024 +0.9% 0.04% $5,450,875
AMH Equity Ltd 2.3% 330,090 -29% 5.8% $4,601,455
Mink Brook Asset Management LLC 2.1% 298,520 +386% 2.8% $4,161,369
GRACE & WHITE INC /NY 2% 274,758 -3.4% 0.68% $3,830,127
BlackRock, Inc. 1.1% 159,510 -0.92% 0% $2,223,570
RENAISSANCE TECHNOLOGIES LLC 1.1% 154,993 -2.3% 0% $2,160,602
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1.1% 149,035 +132% 0% $2,077,548
Peapod Lane Capital LLC 0.98% 137,619 +1.1% 1.7% $1,918,520
GEODE CAPITAL MANAGEMENT, LLC 0.92% 129,691 -0.15% 0% $1,808,307
ACADIAN ASSET MANAGEMENT LLC 0.77% 108,599 +26% 0% $1,511,000
IFP Advisors, Inc 0.77% 108,408 +1.1% 0.04% $1,511,876
MILLENNIUM MANAGEMENT LLC 0.72% 101,384 -30% 0% $1,413,293
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.71% 99,791 +442% 0% $1,391,087
Teton Advisors, LLC 0.69% 97,500 0% 0.84% $1,359,150
Connor, Clark & Lunn Investment Management Ltd. 0.67% 94,515 +19% 0% $1,317,539
Allspring Global Investments Holdings, LLC 0.63% 87,835 0% $1,224,420
SEGALL BRYANT & HAMILL, LLC 0.52% 72,922 -34% 0.01% $1,016,533
Bank of New York Mellon Corp 0.46% 65,085 -7% 0% $907,280
KENNEDY CAPITAL MANAGEMENT LLC 0.44% 61,196 -0.4% 0.02% $853,072

Institutional Holders of TWIN DISC INC - Common Stock (TWIN) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 190,786 $3,182,311 +$1,539,297 $16.68 4
2025 Q3 8,558,646 $119,304,322 +$3,004,665 $13.94 75
2025 Q2 8,447,508 $74,590,546 -$3,778,857 $8.83 77
2025 Q1 8,938,688 $67,680,326 +$90,185 $7.57 74
2024 Q4 8,915,099 $104,749,341 +$476,259 $11.75 67
2024 Q3 8,882,299 $110,938,207 +$199,923 $12.49 69
2024 Q2 8,818,292 $103,883,209 +$1,744,942 $11.78 70
2024 Q1 8,524,691 $140,919,998 +$2,318,900 $16.53 61
2023 Q4 325,340 $5,252,137 -$374,981 $16.14 1
2023 Q3 8,137,872 $111,660,572 +$4,070 $13.72 48
2023 Q2 8,117,154 $91,399,239 +$1,071,761 $11.26 41
2023 Q1 8,051,601 $76,886,321 +$2,636,430 $9.53 45
2022 Q4 7,774,677 $75,535,117 +$273,805 $9.72 43
2022 Q3 7,727,078 $88,654,573 -$117,028 $11.47 37
2022 Q2 7,757,424 $70,203,957 -$2,133,708 $9.06 42
2022 Q1 7,895,182 $131,403,790 +$3,886,924 $16.64 39
2021 Q4 7,669,010 $84,045,059 +$828,969 $10.96 35
2021 Q3 6,531,817 $69,631,096 -$62,418 $10.66 35
2021 Q2 6,545,654 $93,141,128 +$2,250,014 $14.23 33
2021 Q1 6,765,934 $64,662,086 +$1,296,274 $9.56 36
2020 Q4 6,300,103 $49,456,078 -$867,368 $7.85 36
2020 Q3 6,812,278 $34,469,582 -$1,542,807 $5.06 34
2020 Q2 7,112,210 $39,401,980 -$4,308,383 $5.54 43
2020 Q1 7,781,286 $54,324,678 +$409,788 $6.98 51
2019 Q4 7,678,060 $84,606,682 -$1,101,810 $11.02 58
2019 Q3 7,932,660 $84,009,092 -$1,886,922 $10.59 58
2019 Q2 7,504,876 $113,311,964 +$1,999,289 $15.10 57
2019 Q1 7,427,047 $123,636,633 +$740,411 $16.65 57
2018 Q4 7,351,818 $108,442,218 +$1,822,072 $14.75 61
2018 Q3 7,285,782 $166,142,340 +$26,282,722 $23.04 74
2018 Q2 6,067,539 $150,596,223 +$3,649,303 $24.82 63
2018 Q1 5,883,747 $127,910,135 +$1,928,597 $21.74 66
2017 Q4 5,662,474 $150,453,391 -$6,343,164 $26.57 66
2017 Q3 6,093,642 $113,381,502 +$7,873,230 $18.61 59
2017 Q2 5,678,020 $91,642,445 +$8,628,857 $16.14 57
2017 Q1 5,101,897 $104,914,000 +$6,505,960 $20.57 49
2016 Q4 5,008,241 $73,124,000 +$1,676,373 $14.60 50
2016 Q3 4,897,898 $58,672,000 -$938,822 $11.98 43
2016 Q2 4,990,494 $53,598,000 -$8,179,873 $10.74 52
2016 Q1 5,695,540 $57,692,074 -$2,284,318 $10.13 58
2015 Q4 5,989,916 $63,011,616 -$1,465,496 $10.52 62
2015 Q3 6,058,047 $75,172,588 -$2,241,173 $12.41 67
2015 Q2 6,062,609 $113,004,291 -$372,937 $18.64 71
2015 Q1 6,187,447 $109,282,100 -$1,378,055 $17.67 73
2014 Q4 6,237,070 $123,707,497 -$8,036,192 $19.86 77
2014 Q3 6,510,822 $175,530,532 +$5,132,899 $26.96 80
2014 Q2 6,247,186 $206,380,940 +$12,229,163 $33.05 84
2014 Q1 5,978,001 $157,425,410 +$3,533,601 $26.34 68