| 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 | β | 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 | β | 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). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in TWIN β a direct measure of their conviction.
| 61.98% |
| +0.24 pp |
| $67M |
| 35% |
| Q4 2024 | 68 | 2.9% | 61.74% | +0.15 pp | $103M | 5.7% |
| Q3 2024 | 70 | β | 61.59% | β | $109M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
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