Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in TWIN held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | GAMCO INVESTORS, INC. ET AL | 1.6M | $37.8M | -1.4% | 11.301% | 0.34% |
| 2 | Juniper Investment Company, LLC | 1.0M | $23.8M | 0.0% | 7.107% | 6.30% |
| 3 | BlackRock, Inc. | 743K | $17.2M | +323.3% | 5.152% | 0.00% |
| 4 | DIMENSIONAL FUND ADVISORS LP | 607K | $14.1M | -0.5% | 4.212% | 0.00% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 551K | $12.8M | +4.1% | 3.819% | 0.00% |
| 6 | Pacific Ridge Capital Partners, LLC | 526K | $12.2M | -0.8% | 3.650% | 2.22% |
| 7 | GABELLI FUNDS LLC | 401K | $9.3M | 0.0% | 2.777% | 0.06% |
| 8 | AMERIPRISE FINANCIAL INC | 314K | $7.3M | -28.8% | 2.180% | 0.00% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 292K | $6.8M | +117.8% | 2.023% | 0.00% |
| 10 | Allspring Global Investments Holdings, LLC | 246K | $5.7M | +26.6% | 1.707% | 0.01% |
| 11 | GRACE & WHITE INC /NY | 217K | $5.0M | -8.0% | 1.506% | 0.80% |
| 12 | NEEDHAM INVESTMENT MANAGEMENT LLC | 150K | $3.5M | — | 1.040% | 0.10% |
| 13 | Archon Capital Management LLC | 148K | $3.4M | +680.1% | 1.024% | 1.39% |
| 14 | STATE STREET CORP | 130K | $3.0M | +173.9% | 0.898% | 0.00% |
| 15 | IFP Advisors, Inc | 120K | $2.8M | +2.0% | 0.835% | 0.05% |
| 16 | RENAISSANCE TECHNOLOGIES LLC | 117K | $2.7M | +9.0% | 0.812% | 0.00% |
| 17 | Bank of New York Mellon Corp | 116K | $2.7M | +41.6% | 0.802% | 0.00% |
| 18 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 97K | $2.3M | +25.7% | 0.674% | 0.04% |
| 19 | NORTHERN TRUST CORP | 95K | $2.2M | +221.4% | 0.659% | 0.00% |
| 20 | Connor, Clark & Lunn Investment Management Ltd. | 92K | $2.1M | +2.8% | 0.639% | 0.00% |
| 21 | Teton Advisors, LLC | 91K | $2.1M | -0.9% | 0.629% | 1.22% |
| 22 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 90K | $2.1M | -3.0% | 0.622% | 0.01% |
| 23 | Meros Investment Management, LP | 80K | $1.9M | +38.7% | 0.557% | 0.59% |
| 24 | VANGUARD PORTFOLIO MANAGEMENT LLC | 78K | $1.8M | — | 0.539% | 0.00% |
| 25 | VANGUARD FIDUCIARY TRUST CO | 75K | $1.7M | +12.0% | 0.523% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in TWIN — a direct measure of their conviction.
Filings activity in TWIN during Q2 2026, grouped by how each filer changed its position.
Institutions that opened a new TWIN position in Q2 2026
Institutions that fully closed their TWIN position in Q2 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 92 | +16% | 65.16% | +3.71 pp | $214M | +63% |
| Q1 2026 | 79 | +6.8% | 61.45% | +1.69 pp | $131M | 7.3% |
| Q4 2025 | 74 | +0.0% | 59.76% | +1.17 pp | $141M | +22% |
| Q3 2025 | 74 | 6.3% | 58.59% | 1.07 pp | $116M | +58% |
| Q2 2025 | 79 | +2.6% | 59.66% | 2.32 pp | $73M | +9.7% |
| Q1 2025 | 77 | +13% | 61.98% | +0.24 pp | $67M | 35% |
| Q4 2024 | 68 | 2.9% | 61.74% | +0.15 pp | $103M | 5.7% |
| Q3 2024 | 70 | — | 61.59% | — | $109M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying TWIN stock.
Based on Q2 2026 13F filings, institutional ownership of Twin Disc, Incorporated stands at 65.2%, held across 92 reporting institutions.
GAMCO INVESTORS, INC. ET AL is the largest reported institutional holder of TWIN, with approximately 1,629,936 shares worth $0.04B as of Q2 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of TWIN, including RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for TWIN is 64 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
27 institutions opened new positions in TWIN during Q2 2026, while 13 fully exited. 56 added to existing positions and 8 trimmed.
TWIN institutional ownership rose by 3.71 percentage points quarter-over-quarter, with a net change of +13 holders.
The top 10 institutions account for 68.8% of all reported 13F value in TWIN, and the top 25 account for 87.2%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Twin Disc, Incorporated (TWIN) Institutional Ownership