Twin Disc Incorporated Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| GAMCO INVESTORS, INC. ET AL | 08/12/2026 | 1.63 M | $37.81 M | -1.40% | 11.54% |
| JUNIPER INVESTMENT COMPANY, LLC | 08/14/2026 | 1.02 M | $23.78 M | 0.00% | 7.26% |
| BLACKROCK, INC. | 08/07/2026 | 743.06 K | $17.24 M | 323.27% | 5.26% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 607.44 K | $14.09 M | -0.49% | 4.30% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 550.85 K | $12.78 M | 4.07% | 3.90% |
| PACIFIC RIDGE CAPITAL PARTNERS, LLC | 08/12/2026 | 526.49 K | $12.21 M | -0.77% | 3.73% |
| GABELLI FUNDS LLC | 08/12/2026 | 400.52 K | $9.29 M | 0.00% | 2.84% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 314.37 K | $7.29 M | -28.83% | 2.23% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 291.84 K | $6.77 M | 117.83% | 2.07% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 08/13/2026 | 246.20 K | $5.71 M | 26.60% | 1.74% |
| GRACE & WHITE INC /NY | 07/17/2026 | 217.23 K | $5.04 M | -8.00% | 1.54% |
| ACADIAN ASSET MANAGEMENT LLC | 08/13/2026 | 175.45 K | $4.07 M | 1.02% | 1.24% |
| NEEDHAM INVESTMENT MANAGEMENT LLC | 08/14/2026 | 150.00 K | $3.48 M | 100.00% | 1.06% |
| ARCHON CAPITAL MANAGEMENT LLC | 08/14/2026 | 147.66 K | $3.43 M | 680.07% | 1.05% |
| STATE STREET CORP | 09/22/2026 | 129.57 K | $3.01 M | 173.91% | 0.92% |
| IFP ADVISORS, INC | 07/20/2026 | 120.36 K | $2.79 M | 2.01% | 0.85% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 117.09 K | $2.72 M | 9.03% | 0.83% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 115.69 K | $2.68 M | 41.60% | 0.82% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2026 | 97.26 K | $2.26 M | 25.72% | 0.69% |
| NORTHERN TRUST CORP | 08/13/2026 | 95.02 K | $2.20 M | 221.36% | 0.67% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 08/13/2026 | 92.10 K | $2.14 M | 2.80% | 0.65% |
| TETON ADVISORS, LLC | 08/12/2026 | 90.70 K | $2.10 M | -0.87% | 0.64% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 08/13/2026 | 89.69 K | $2.08 M | -3.03% | 0.64% |
| MEROS INVESTMENT MANAGEMENT, LP | 08/14/2026 | 80.38 K | $1.86 M | 38.68% | 0.57% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 77.77 K | $1.80 M | 100.00% | 0.55% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 75.39 K | $1.75 M | 12.01% | 0.53% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/13/2026 | 73.64 K | $1.71 M | -45.19% | 0.52% |
| SEGALL BRYANT & HAMILL, LLC | 08/12/2026 | 72.39 K | $1.68 M | -0.13% | 0.51% |
| RITHOLTZ WEALTH MANAGEMENT | 08/11/2026 | 69.67 K | $1.62 M | -3.64% | 0.49% |
| KENNEDY CAPITAL MANAGEMENT LLC | 08/14/2026 | 61.51 K | $1.43 M | -0.69% | 0.44% |
| INFORMED MOMENTUM CO LLC | 08/13/2026 | 59.77 K | $1.39 M | 64.90% | 0.42% |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | 07/28/2026 | 58.00 K | $1.35 M | 0.00% | 0.41% |
| CITADEL ADVISORS LLC | 09/02/2026 | 57.19 K | $1.33 M | 39.28% | 0.41% |
| PANAGORA ASSET MANAGEMENT INC | 08/06/2026 | 52.64 K | $1.22 M | 100.00% | 0.37% |
| ALGERT GLOBAL LLC | 08/13/2026 | 51.46 K | $1.19 M | 100.00% | 0.36% |
| RBF CAPITAL, LLC | 08/14/2026 | 50.38 K | $1.17 M | -6.76% | 0.36% |
| SEI INVESTMENTS CO | 08/14/2026 | 47.41 K | $1.10 M | -32.72% | 0.34% |
| US BANCORP \DE\ | 08/12/2026 | 40.51 K | $939.72 K | 0.00% | 0.29% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 33.63 K | $780.26 K | 100.00% | 0.24% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 33.63 K | $780.26 K | 100.00% | 0.24% |
| QUADRATURE CAPITAL LTD | 08/07/2026 | 28.82 K | $668.65 K | 100.00% | 0.20% |
| EMPOWERED FUNDS, LLC | 08/17/2026 | 28.73 K | $666.47 K | 7.25% | 0.20% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 26.30 K | $610.04 K | -45.23% | 0.19% |
| TREXQUANT INVESTMENT LP | 08/14/2026 | 26.22 K | $608.21 K | 100.00% | 0.19% |
| XTX TOPCO LTD | 08/14/2026 | 25.55 K | $592.64 K | 100.00% | 0.18% |
| SQUAREPOINT OPS LLC | 08/14/2026 | 22.67 K | $525.97 K | 100.00% | 0.16% |
| NUVEEN, LLC | 08/11/2026 | 20.78 K | $482.17 K | 100.00% | 0.15% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 19.67 K | $456.26 K | 96.64% | 0.14% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 19.59 K | $454.37 K | -29.06% | 0.14% |
| BNP PARIBAS FINANCIAL MARKETS | 08/13/2026 | 17.90 K | $415.28 K | 13,061.76% | 0.13% |
Twin Disc Incorporated institutional Ownership - FAQ's
During the previous two years, 133 institutional investors and hedge funds held shares of Twin Disc Incorporated. The most heavily invested institutionals were:
DIMENSIONAL FUND ADVISORS LP: 646,259
Allspring Global Investments Holdings, LLC: 230,279
North Star Investment Management Corp.: 58,000
Creative Planning: 13,525
Mirae Asset Global Investments Co., Ltd.: 1,129
CITIGROUP INC: 565
66.88% of Twin Disc Incorporated stock is owned by institutional investors.
Institutional investors have bought a total of 12.05 M shares in the last 24 months. This purchase volume represents approximately $200.31 M in transactions.