Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

TWIN DISC INC

CIK 0000100378TWIN· quarter ending 2026-06-30

Shares outstanding

14,538,916

as of 2026-08-10 · 10-K cover page, filed 2026-09-04

Held by 13F filers

9,397,562

64.6% of shares outstanding

Holders

+13 vs 2026-03-31 · 28 new, 15 exited

Value

$218.0M

shares +6.0% vs prior quarter

Share classes (cover page of the 10-K filed 2026-09-04, as of 2026-08-10)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	TWIN · NASDAQ	14,538,916	9,397,562	64.6%	92	901476101

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine

Count	CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
	901476101	COM	92	9,397,562	14,538,916	64.6%	$218.0M	—	13DG	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings.

Top holders (92 of 92 · 901476101)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	GAMCO INVESTORS, INC. ET AL	1,629,936	11.21%	$37.8M	-23,200 (-1.4%)
2	Juniper Investment Company, LLC	1,024,954	7.05%	$23.8M	—
3	BlackRock, Inc.	743,060	5.11%	$17.2M	+567,507 (+323.3%)
4	DIMENSIONAL FUND ADVISORS LP	607,438	4.18%	$14.1M	-2,974 (-0.5%)
5	VANGUARD CAPITAL MANAGEMENT LLC	550,852	3.79%	$12.8M	+21,556 (+4.1%)
6	Pacific Ridge Capital Partners, LLC	526,488	3.62%	$12.2M	-4,078 (-0.8%)
7	GABELLI FUNDS LLC	400,524	2.75%	$9.3M	—
8	AMERIPRISE FINANCIAL INC	314,368	2.16%	$7.3M	-127,363 (-28.8%)
9	GEODE CAPITAL MANAGEMENT, LLC	291,841	2.01%	$6.8M	+157,864 (+117.8%)
10	Allspring Global Investments Holdings, LLC	246,197	1.69%	$5.7M	+51,723 (+26.6%)
11	GRACE & WHITE INC /NY	217,230	1.49%	$5.0M	-18,892 (-8.0%)
12	ACADIAN ASSET MANAGEMENT LLC	175,453	1.21%	$4.1M	+1,764 (+1.0%)
13	NEEDHAM INVESTMENT MANAGEMENT LLC	150,000	1.03%	$3.5M	NEW
14	Archon Capital Management LLC	147,660	1.02%	$3.4M	+128,731 (+680.1%)
15	STATE STREET CORP	129,569	0.89%	$3.0M	+82,265 (+173.9%)
16	IFP Advisors, Inc	120,357	0.83%	$2.8M	+2,368 (+2.0%)
17	RENAISSANCE TECHNOLOGIES LLC	117,093	0.81%	$2.7M	+9,700 (+9.0%)
18	Bank of New York Mellon Corp	115,687	0.80%	$2.7M	+33,989 (+41.6%)
19	BRIDGEWAY CAPITAL MANAGEMENT, LLC	97,261	0.67%	$2.3M	+19,896 (+25.7%)
20	NORTHERN TRUST CORP	95,023	0.65%	$2.2M	+65,454 (+221.4%)
21	Connor, Clark & Lunn Investment Management Ltd.	92,104	0.63%	$2.1M	+2,506 (+2.8%)
22	Teton Advisors, LLC	90,700	0.62%	$2.1M	-800 (-0.9%)
23	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	89,689	0.62%	$2.1M	-2,798 (-3.0%)
24	Meros Investment Management, LP	80,377	0.55%	$1.9M	+22,418 (+38.7%)
25	VANGUARD PORTFOLIO MANAGEMENT LLC	77,767	0.53%	$1.8M	NEW
26	VANGUARD FIDUCIARY TRUST CO	75,390	0.52%	$1.7M	+8,086 (+12.0%)
27	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	73,641	0.51%	$1.7M	-60,723 (-45.2%)
28	SEGALL BRYANT & HAMILL, LLC	72,386	0.50%	$1.7M	-96 (-0.1%)
29	RITHOLTZ WEALTH MANAGEMENT	69,665	0.48%	$1.6M	-2,634 (-3.6%)
30	KENNEDY CAPITAL MANAGEMENT LLC	61,506	0.42%	$1.4M	-429 (-0.7%)
31	Informed Momentum Co LLC	59,773	0.41%	$1.4M	+23,525 (+64.9%)
32	North Star Investment Management Corp.	58,000	0.40%	$1.3M	—
33	CITADEL ADVISORS LLC	57,188	0.39%	$1.3M	+16,129 (+39.3%)
34	PANAGORA ASSET MANAGEMENT INC	52,640	0.36%	$1.2M	NEW
35	ALGERT GLOBAL LLC	51,463	0.35%	$1.2M	NEW
36	RBF Capital, LLC	50,380	0.35%	$1.2M	-3,652 (-6.8%)
37	SEI INVESTMENTS CO	47,411	0.33%	$1.1M	-23,060 (-32.7%)
38	US BANCORP \DE\	40,505	0.28%	$940K	—
39	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	33,632	0.23%	$780K	NEW
40	Quadrature Capital Ltd	28,821	0.20%	$669K	NEW
41	Empowered Funds, LLC	28,727	0.20%	$666K	+1,941 (+7.2%)
42	GOLDMAN SACHS GROUP INC	26,295	0.18%	$610K	-21,711 (-45.2%)
43	Trexquant Investment LP	26,216	0.18%	$608K	NEW
44	XTX Topco Ltd	25,545	0.18%	$593K	NEW
45	Squarepoint Ops LLC	22,671	0.16%	$526K	NEW
46	Nuveen, LLC	20,783	0.14%	$482K	NEW
47	WELLS FARGO & COMPANY/MN	19,666	0.14%	$456K	+9,665 (+96.6%)
48	TWO SIGMA INVESTMENTS, LP	19,585	0.13%	$454K	-8,023 (-29.1%)
49	BNP PARIBAS FINANCIAL MARKETS	17,900	0.12%	$415K	+17,764 (+13061.8%)
50	Skylands Capital, LLC	16,595	0.11%	$385K	-24,605 (-59.7%)
51	ROYAL BANK OF CANADA	15,897	0.11%	$368K	+15,248 (+2349.5%)
52	AMERICAN CENTURY COMPANIES INC	15,889	0.11%	$369K	-3,143 (-16.5%)
53	MORGAN STANLEY	15,122	0.10%	$351K	-6,846 (-31.2%)
54	LAZARD ASSET MANAGEMENT LLC	14,609	0.10%	$339K	NEW
55	Y-Intercept (Hong Kong) Ltd	14,148	0.10%	$328K	NEW
56	Invesco Ltd.	13,321	0.09%	$309K	NEW
57	DEUTSCHE BANK AG\	11,262	0.08%	$261K	NEW
58	BANK OF AMERICA CORP /DE/	11,163	0.08%	$259K	-7,274 (-39.5%)
59	RHUMBLINE ADVISERS	11,148	0.08%	$259K	+10,629 (+2048.0%)
60	Central Pacific Bank - Trust Division	10,000	0.07%	$232K	—
61	PRICE T ROWE ASSOCIATES INC /MD/	9,474	0.07%	$220K	NEW
62	EntryPoint Capital, LLC	8,994	0.06%	$209K	NEW
63	UBS Group AG	7,066	0.05%	$164K	-19,517 (-73.4%)
64	MetLife Investment Management, LLC	6,936	0.05%	$161K	NEW
65	CITIGROUP INC	5,345	0.04%	$124K	-6,077 (-53.2%)
66	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	5,292	0.04%	$123K	NEW
67	Vanguard Global Advisers, LLC	5,211	0.04%	$121K	—
68	JPMORGAN CHASE & CO	4,816	0.03%	$113K	-18 (-0.4%)
69	FMR LLC	4,764	0.03%	$111K	+2,023 (+73.8%)
70	NEW YORK STATE COMMON RETIREMENT FUND	4,400	0.03%	$102K	NEW
71	Police & Firemen's Retirement System of New Jersey	3,404	0.02%	$79K	NEW
72	BARCLAYS PLC	2,395	0.02%	$56K	-43,025 (-94.7%)
73	Global Retirement Partners, LLC	2,325	0.02%	$54K	NEW
74	Russell Investments Group, Ltd.	1,133	0.01%	$26K	+922 (+437.0%)
75	Legal & General Group Plc	1,124	0.01%	$26K	NEW
76	Ameritas Investment Partners, Inc.	1,047	0.01%	$24K	NEW
77	Tower Research Capital LLC (TRC)	950	0.01%	$22K	+803 (+546.3%)
78	GAMMA Investing LLC	603	0.00%	$14K	—
79	NewEdge Advisors, LLC	534	0.00%	$12K	NEW
80	Farther Finance Advisors, LLC	250	0.00%	$6K	—
81	Sterling Capital Management LLC	233	0.00%	$5K	NEW
82	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	159	0.00%	$4K	NEW
83	HARBOUR INVESTMENTS, INC.	150	0.00%	$3K	—
84	Torren Management, LLC	111	0.00%	$3K	—
85	OSAIC HOLDINGS, INC.	95	0.00%	$2K	-5 (-5.0%)
86	IAG Wealth Partners, LLC	66	0.00%	$2K	—
87	NISA INVESTMENT ADVISORS, LLC	64	0.00%	$1K	—
88	N.E.W. Advisory Services LLC	42	0.00%	$974	—
89	SBI Securities Co., Ltd.	3	0.00%	$70	NEW
90	HUNTINGTON NATIONAL BANK	2	0.00%	$46	—
91	Optiver Holding B.V.	2	0.00%	$46	-128 (-98.5%)
92	Caitong International Asset Management Co., Ltd	1	0.00%	$23	NEW

Exited since 2026-03-31 (15 filers; largest 15 shown)

SUSQUEHANNA INTERNATIONAL GROUP, LLP	−206,256
MILLENNIUM MANAGEMENT LLC	−193,345
MACKENZIE FINANCIAL CORP	−115,876
Mink Brook Asset Management LLC	−111,216
Peapod Lane Capital LLC	−108,107
Qube Research & Technologies Ltd	−44,316
683 Capital Management, LLC	−31,967
Point72 Asset Management, L.P.	−23,537
Schonfeld Strategic Advisors LLC	−21,052
JANE STREET GROUP, LLC	−20,429
Hudson Bay Capital Management LP	−16,937
HRT FINANCIAL LP	−11,850
Jefferies Financial Group Inc.	−10,000
EverSource Wealth Advisors, LLC	−18
CWM, LLC	−12

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting person	Form	Filed	Event	Shares	% of class
BlackRock, Inc.	SCHEDULE 13G	2026-07-30	2026-06-30	741,659	5.1%
AMH Equity LLC	SCHEDULE 13G/A	2025-02-18	2025-02-13	632,357	4.5%
Leviticus Partners LP	SCHEDULE 13G/A	2025-02-18	2025-02-13	632,357	4.5%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.