Ranked by reported Q1 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 | 1.7M | $24.9M | -4.8% | 11.462% | 0.25% |
| 2 | Juniper Investment Company, LLC | 1.0M | $15.4M | 0.0% | 7.107% | 4.93% |
| 3 | DIMENSIONAL FUND ADVISORS LP | 610K | $9.2M | -1.5% | 4.232% | 0.00% |
| 4 | Pacific Ridge Capital Partners, LLC | 531K | $8.0M | +0.5% | 3.679% | 1.73% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 529K | $8.0M | — | 3.670% | 0.00% |
| 6 | AMERIPRISE FINANCIAL INC | 442K | $6.7M | -0.9% | 3.063% | 0.00% |
| 7 | GABELLI FUNDS LLC | 401K | $6.0M | +1.5% | 2.777% | 0.04% |
| 8 | GRACE & WHITE INC /NY | 236K | $3.6M | 0.0% | 1.637% | 0.63% |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 206K | $3.1M | +33.4% | 1.430% | 0.00% |
| 10 | Allspring Global Investments Holdings, LLC | 194K | $2.9M | +8.0% | 1.348% | 0.00% |
| 11 | MILLENNIUM MANAGEMENT LLC | 193K | $2.9M | +172.6% | 1.341% | 0.00% |
| 12 | BlackRock, Inc. | 176K | $2.6M | +1.9% | 1.217% | 0.00% |
| 13 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 134K | $2.0M | -9.8% | 0.932% | 0.00% |
| 14 | GEODE CAPITAL MANAGEMENT, LLC | 134K | $2.0M | +2.1% | 0.929% | 0.00% |
| 15 | IFP Advisors, Inc | 118K | $1.8M | +1.2% | 0.818% | 0.04% |
| 16 | MACKENZIE FINANCIAL CORP | 116K | $1.7M | — | 0.803% | 0.00% |
| 17 | Mink Brook Asset Management LLC | 111K | $1.7M | -54.9% | 0.771% | 0.94% |
| 18 | Peapod Lane Capital LLC | 108K | $1.6M | -22.0% | 0.750% | 1.33% |
| 19 | RENAISSANCE TECHNOLOGIES LLC | 107K | $1.6M | -8.0% | 0.745% | 0.00% |
| 20 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 92K | $1.4M | +7.0% | 0.641% | 0.01% |
| 21 | Teton Advisors, LLC | 92K | $1.4M | -5.7% | 0.634% | 0.97% |
| 22 | Connor, Clark & Lunn Investment Management Ltd. | 90K | $1.4M | -0.3% | 0.621% | 0.00% |
| 23 | Bank of New York Mellon Corp | 82K | $1.2M | -0.9% | 0.567% | 0.00% |
| 24 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 77K | $1.2M | +37.5% | 0.536% | 0.02% |
| 25 | RITHOLTZ WEALTH MANAGEMENT | 72K | $1.1M | +19.6% | 0.501% | 0.02% |
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 Q1 2026, grouped by how each filer changed its position.
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 |
|---|---|---|---|---|---|---|
| Q1 2026 | 77 | +4.1% | 44.88% | 3.99 pp | $130M | 8.2% |
| Q4 2025 | 74 | +0.0% | 48.87% | +8.72 pp | $141M | +22% |
| Q3 2025 | 74 | 6.3% | 40.15% | +14.81 pp | $116M | +58% |
| Q2 2025 | 79 | +2.6% | 25.34% | +2.24 pp | $73M | +9.7% |
| Q1 2025 | 77 | +13% | 23.10% | 12.56 pp | $67M | 35% |
| Q4 2024 | 68 | 2.9% | 35.66% | 2.14 pp | $103M | 5.7% |
| Q3 2024 | 70 | 2.8% | 37.80% | +2.47 pp | $109M | +7.0% |
| Q2 2024 | 72 | — | 35.33% | — | $102M | — |
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 Q1 2026 13F filings, institutional ownership of Twin Disc, Incorporated stands at 44.9%, held across 77 reporting institutions.
GAMCO INVESTORS, INC. ET AL is the largest reported institutional holder of TWIN, with approximately 1,653,136 shares worth $0.02B as of Q1 2026.
Yes — 3 widely-followed marquee investors appear among the top 25 institutional holders of TWIN, including SUSQUEHANNA INTERNATIONAL GROUP, LLP, MILLENNIUM MANAGEMENT LLC, RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for TWIN is 53 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
12 institutions opened new positions in TWIN during Q1 2026, while 9 fully exited. 13 added to existing positions and 51 trimmed.
TWIN institutional ownership fell by 3.99 percentage points quarter-over-quarter, with a net change of +3 holders.
The top 10 institutions account for 67.8% of all reported 13F value in TWIN, and the top 25 account for 87.6%.
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