Twin Disc Inc (TWIN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Dimensional Fund Advisors LP

INCREASED

Shares646,259 from 607,438

Change+38,821 (+6%)

Value$16.9M (+$2.8M)

Filed 2026-11-04

Allspring Global Investments Holdings, LLC

DECREASED

Shares230,279 from 246,197

Change-15,918 (-6%)

Value$6.0M (+$321.5K)

Filed 2026-11-04

Grace & White Inc

DECREASED

Shares205,307 from 217,230

Change-11,923 (-5%)

Value$5.4M (+$339.3K)

Filed 2026-10-23

IFP Advisors, Inc

INCREASED

Shares122,185 from 120,357

Change+1,828 (+2%)

Value$3.2M (+$409.0K)

Filed 2026-10-16

Bank of New York Mellon Corp

INCREASED

Shares115,935 from 115,687

Change+248 (+0%)

Value$3.0M (+$353.6K)

Filed 2026-11-05

Ritholtz Wealth Management

INCREASED

Shares70,430 from 69,665

Change+765 (+1%)

Value$1.8M (+$229.0K)

Filed 2026-11-05

North Star Investment Management Corp.

UNCHANGED

Shares58,000 from 58,000

Change0 (0%)

Value$1.5M (+$174.0K)

Filed 2026-10-27

Thompson Siegel & Walmsley LLC

NEW

Shares50,635

Change+50,635

Value$1.3K

Filed 2026-11-05

US Bancorp \de\

UNCHANGED

Shares40,505 from 40,505

Change0 (0%)

Value$1.1M (+$121.5K)

Filed 2026-11-05

Ellsworth Advisors, LLC

NEW

Shares37,269

Change+37,269

Value$976.4K

Filed 2026-10-15

R Squared Ltd

NEW

Shares16,447

Change+16,447

Value$430.9K

Filed 2026-11-06

Bailard, Inc.

NEW

Shares13,900

Change+13,900

Value$364.2K

Filed 2026-10-13

Creative Planning

NEW

Shares13,525

Change+13,525

Value$354.4K

Filed 2026-11-02

Central Pacific Bank - Trust Division

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$262.0K (+$30.0K)

Filed 2026-10-06

Mirae Asset Global Investments Co., Ltd.

NEW

Shares1,129

Change+1,129

Value$29.6K

Filed 2026-11-03

Gamma Investing LLC

INCREASED

Shares756 from 603

Change+153 (+25%)

Value$19.8K (+$5.8K)

Filed 2026-10-08

Citigroup Inc

DECREASED

Shares565 from 5,345

Change-4,780 (-89%)

Value$14.8K (-$109.2K)

Filed 2026-11-04

Sterling Capital Management LLC

DECREASED

Shares228 from 233

Change-5 (-2%)

Value$6.0K (+$568)

Filed 2026-10-22

SJS Investment Consulting Inc.

NEW

Shares156

Change+156

Value$4.1K

Filed 2026-10-26

Farther Finance Advisors, LLC

DECREASED

Shares142 from 250

Change-108 (-43%)

Value$3.7K (-$2.1K)

Filed 2026-10-08

Torren Management, LLC

UNCHANGED

Shares111 from 111

Change0 (0%)

Value$2.9K (+$333)

Filed 2026-10-29

Nisa Investment Advisors, LLC

UNCHANGED

Shares64 from 64

Change0 (0%)

Value$1.7K (+$192)

Filed 2026-10-20

Provenance Wealth Advisors, LLC

NEW

Shares32

Change+32

Value$838

Filed 2026-10-30

EverSource Wealth Advisors, LLC

NEW

Shares29

Change+29

Value$759

Filed 2026-11-04

Burk Holdings LLC

NEW

Shares27

Change+27

Value$707

Filed 2026-11-05

Root Financial Partners, LLC

NEW

Shares14

Change+14

Value$367

Filed 2026-10-21

Ascentis Wealth Management, LLC

NEW

Shares4

Change+4

Value$104

Filed 2026-11-03

SBI Securities Co., Ltd.

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$79 (+$9)

Filed 2026-10-22

True Wealth Design, LLC

NEW

Shares1

Change+1

Value$27

Filed 2026-10-13

Caitong International Asset Management Co., Ltd

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$26 (+$3)

Filed 2026-10-29

Skylands Capital, LLC

CLOSED

Shares0 from 16,595

Change-16,595 (-100%)

Value$0 (-$385.0K)

Filed 2026-10-21

Y-Intercept (Hong Kong) Ltd

CLOSED

Shares0 from 14,148

Change-14,148 (-100%)

Value$0 (-$328.2K)

Filed 2026-10-16

Gamco Investors, Inc. ET AL

N/A

Shares— from 1,629,936

Change-1,629,936 (-100%)

Value—

Juniper Investment Company, LLC

N/A

Shares— from 1,024,954

Change-1,024,954 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 743,060

Change-743,060 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 550,852

Change-550,852 (-100%)

Value—

Pacific Ridge Capital Partners, LLC

N/A

Shares— from 526,488

Change-526,488 (-100%)

Value—

Gabelli Funds LLC

N/A

Shares— from 400,524

Change-400,524 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 314,368

Change-314,368 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 291,841

Change-291,841 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 175,453

Change-175,453 (-100%)

Value—

Needham Investment Management LLC

N/A

Shares— from 150,000

Change-150,000 (-100%)

Value—

Archon Capital Management LLC

N/A

Shares— from 147,660

Change-147,660 (-100%)

Value—

State Street Corp

N/A

Shares— from 129,569

Change-129,569 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 117,093

Change-117,093 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 97,261

Change-97,261 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 95,023

Change-95,023 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 92,104

Change-92,104 (-100%)

Value—

Teton Advisors, LLC

N/A

Shares— from 90,700

Change-90,700 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 89,689

Change-89,689 (-100%)

Value—

Meros Investment Management, LP

N/A

Shares— from 80,377

Change-80,377 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 77,767

Change-77,767 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 75,390

Change-75,390 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 73,641

Change-73,641 (-100%)

Value—

Segall Bryant & Hamill, LLC

N/A

Shares— from 72,386

Change-72,386 (-100%)

Value—

Kennedy Capital Management LLC

N/A

Shares— from 61,506

Change-61,506 (-100%)

Value—

Informed Momentum Co LLC

N/A

Shares— from 59,773

Change-59,773 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 57,188

Change-57,188 (-100%)

Value—

Panagora Asset Management Inc

N/A

Shares— from 52,640

Change-52,640 (-100%)

Value—

Algert Global LLC

N/A

Shares— from 51,463

Change-51,463 (-100%)

Value—

RBF Capital, LLC

N/A

Shares— from 50,380

Change-50,380 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 47,411

Change-47,411 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 33,632

Change-33,632 (-100%)

Value—

Quadrature Capital Ltd

N/A

Shares— from 28,821

Change-28,821 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 28,727

Change-28,727 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 26,295

Change-26,295 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 26,216

Change-26,216 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 25,545

Change-25,545 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 22,671

Change-22,671 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 20,783

Change-20,783 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 19,666

Change-19,666 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 19,585

Change-19,585 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 17,900

Change-17,900 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 15,897

Change-15,897 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 15,889

Change-15,889 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 15,122

Change-15,122 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 14,609

Change-14,609 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 13,321

Change-13,321 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 11,262

Change-11,262 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 11,163

Change-11,163 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 11,148

Change-11,148 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 9,474

Change-9,474 (-100%)

Value—

EntryPoint Capital, LLC

N/A

Shares— from 8,994

Change-8,994 (-100%)

Value—

UBS Group AG

N/A

Shares— from 7,066

Change-7,066 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 6,936

Change-6,936 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 5,292

Change-5,292 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 5,211

Change-5,211 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 4,816

Change-4,816 (-100%)

Value—

FMR LLC

N/A

Shares— from 4,764

Change-4,764 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 4,400

Change-4,400 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 3,404

Change-3,404 (-100%)

Value—

Barclays PLC

N/A

Shares— from 2,395

Change-2,395 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 2,325

Change-2,325 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 1,133

Change-1,133 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 1,124

Change-1,124 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 1,047

Change-1,047 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 950

Change-950 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 534

Change-534 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 159

Change-159 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 150

Change-150 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 95

Change-95 (-100%)

Value—

IAG Wealth Partners, LLC

N/A

Shares— from 66

Change-66 (-100%)

Value—

N.E.W. Advisory Services LLC

N/A

Shares— from 42

Change-42 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 2

Change-2 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 2

Change-2 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	INCREASED	646,259	607,438	+38,821	+6%	$14.1M	$16.9M	+$2.8M	2026-11-04
Allspring Global Investments Holdings, LLC	DECREASED	230,279	246,197	-15,918	-6%	$5.7M	$6.0M	+$321.5K	2026-11-04
Grace & White Inc	DECREASED	205,307	217,230	-11,923	-5%	$5.0M	$5.4M	+$339.3K	2026-10-23
IFP Advisors, Inc	INCREASED	122,185	120,357	+1,828	+2%	$2.8M	$3.2M	+$409.0K	2026-10-16
Bank of New York Mellon Corp	INCREASED	115,935	115,687	+248	+0%	$2.7M	$3.0M	+$353.6K	2026-11-05
Ritholtz Wealth Management	INCREASED	70,430	69,665	+765	+1%	$1.6M	$1.8M	+$229.0K	2026-11-05
North Star Investment Management Corp.	UNCHANGED	58,000	58,000	0	0%	$1.3M	$1.5M	+$174.0K	2026-10-27
Thompson Siegel & Walmsley LLC	NEW	50,635	—	+50,635	—	—	$1.3K	—	2026-11-05
US Bancorp \de\	UNCHANGED	40,505	40,505	0	0%	$939.7K	$1.1M	+$121.5K	2026-11-05
Ellsworth Advisors, LLC	NEW	37,269	—	+37,269	—	—	$976.4K	—	2026-10-15
R Squared Ltd	NEW	16,447	—	+16,447	—	—	$430.9K	—	2026-11-06
Bailard, Inc.	NEW	13,900	—	+13,900	—	—	$364.2K	—	2026-10-13
Creative Planning	NEW	13,525	—	+13,525	—	—	$354.4K	—	2026-11-02
Central Pacific Bank - Trust Division	UNCHANGED	10,000	10,000	0	0%	$232.0K	$262.0K	+$30.0K	2026-10-06
Mirae Asset Global Investments Co., Ltd.	NEW	1,129	—	+1,129	—	—	$29.6K	—	2026-11-03
Gamma Investing LLC	INCREASED	756	603	+153	+25%	$14.0K	$19.8K	+$5.8K	2026-10-08
Citigroup Inc	DECREASED	565	5,345	-4,780	-89%	$124.0K	$14.8K	-$109.2K	2026-11-04
Sterling Capital Management LLC	DECREASED	228	233	-5	-2%	$5.4K	$6.0K	+$568	2026-10-22
SJS Investment Consulting Inc.	NEW	156	—	+156	—	—	$4.1K	—	2026-10-26
Farther Finance Advisors, LLC	DECREASED	142	250	-108	-43%	$5.8K	$3.7K	-$2.1K	2026-10-08
Torren Management, LLC	UNCHANGED	111	111	0	0%	$2.6K	$2.9K	+$333	2026-10-29
Nisa Investment Advisors, LLC	UNCHANGED	64	64	0	0%	$1.5K	$1.7K	+$192	2026-10-20
Provenance Wealth Advisors, LLC	NEW	32	—	+32	—	—	$838	—	2026-10-30
EverSource Wealth Advisors, LLC	NEW	29	—	+29	—	—	$759	—	2026-11-04
Burk Holdings LLC	NEW	27	—	+27	—	—	$707	—	2026-11-05
Root Financial Partners, LLC	NEW	14	—	+14	—	—	$367	—	2026-10-21
Ascentis Wealth Management, LLC	NEW	4	—	+4	—	—	$104	—	2026-11-03
SBI Securities Co., Ltd.	UNCHANGED	3	3	0	0%	$70	$79	+$9	2026-10-22
True Wealth Design, LLC	NEW	1	—	+1	—	—	$27	—	2026-10-13
Caitong International Asset Management Co., Ltd	UNCHANGED	1	1	0	0%	$23	$26	+$3	2026-10-29
Skylands Capital, LLC	CLOSED	0	16,595	-16,595	-100%	$385.0K	$0	-$385.0K	2026-10-21
Y-Intercept (Hong Kong) Ltd	CLOSED	0	14,148	-14,148	-100%	$328.2K	$0	-$328.2K	2026-10-16
Gamco Investors, Inc. ET AL	N/A	—	1,629,936	-1,629,936	-100%	$37.8M	—	—	—
Juniper Investment Company, LLC	N/A	—	1,024,954	-1,024,954	-100%	$23.8M	—	—	—
BlackRock, Inc.	N/A	—	743,060	-743,060	-100%	$17.2M	—	—	—
Vanguard Capital Management LLC	N/A	—	550,852	-550,852	-100%	$12.8M	—	—	—
Pacific Ridge Capital Partners, LLC	N/A	—	526,488	-526,488	-100%	$12.2M	—	—	—
Gabelli Funds LLC	N/A	—	400,524	-400,524	-100%	$9.3M	—	—	—
Ameriprise Financial Inc	N/A	—	314,368	-314,368	-100%	$7.3M	—	—	—
Geode Capital Management, LLC	N/A	—	291,841	-291,841	-100%	$6.8M	—	—	—
Acadian Asset Management LLC	N/A	—	175,453	-175,453	-100%	$4.1M	—	—	—
Needham Investment Management LLC	N/A	—	150,000	-150,000	-100%	$3.5M	—	—	—
Archon Capital Management LLC	N/A	—	147,660	-147,660	-100%	$3.4M	—	—	—
State Street Corp	N/A	—	129,569	-129,569	-100%	$3.0M	—	—	—
Renaissance Technologies LLC	N/A	—	117,093	-117,093	-100%	$2.7M	—	—	—
Bridgeway Capital Management, LLC	N/A	—	97,261	-97,261	-100%	$2.3M	—	—	—
Northern Trust Corp	N/A	—	95,023	-95,023	-100%	$2.2M	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	92,104	-92,104	-100%	$2.1M	—	—	—
Teton Advisors, LLC	N/A	—	90,700	-90,700	-100%	$2.1M	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	89,689	-89,689	-100%	$2.1M	—	—	—
Meros Investment Management, LP	N/A	—	80,377	-80,377	-100%	$1.9M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	77,767	-77,767	-100%	$1.8M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	75,390	-75,390	-100%	$1.7M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	73,641	-73,641	-100%	$1.7M	—	—	—
Segall Bryant & Hamill, LLC	N/A	—	72,386	-72,386	-100%	$1.7M	—	—	—
Kennedy Capital Management LLC	N/A	—	61,506	-61,506	-100%	$1.4M	—	—	—
Informed Momentum Co LLC	N/A	—	59,773	-59,773	-100%	$1.4M	—	—	—
Citadel Advisors LLC	N/A	—	57,188	-57,188	-100%	$1.3M	—	—	—
Panagora Asset Management Inc	N/A	—	52,640	-52,640	-100%	$1.2M	—	—	—
Algert Global LLC	N/A	—	51,463	-51,463	-100%	$1.2M	—	—	—
RBF Capital, LLC	N/A	—	50,380	-50,380	-100%	$1.2M	—	—	—
SEI Investments Co	N/A	—	47,411	-47,411	-100%	$1.1M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	33,632	-33,632	-100%	$780.3K	—	—	—
Quadrature Capital Ltd	N/A	—	28,821	-28,821	-100%	$668.6K	—	—	—
Empowered Funds, LLC	N/A	—	28,727	-28,727	-100%	$666.5K	—	—	—
Goldman Sachs Group Inc	N/A	—	26,295	-26,295	-100%	$610.0K	—	—	—
Trexquant Investment LP	N/A	—	26,216	-26,216	-100%	$608.2K	—	—	—
XTX Topco Ltd	N/A	—	25,545	-25,545	-100%	$592.6K	—	—	—
Squarepoint Ops LLC	N/A	—	22,671	-22,671	-100%	$526.0K	—	—	—
Nuveen, LLC	N/A	—	20,783	-20,783	-100%	$482.2K	—	—	—
Wells Fargo & Company	N/A	—	19,666	-19,666	-100%	$456.3K	—	—	—
Two Sigma Investments, LP	N/A	—	19,585	-19,585	-100%	$454.4K	—	—	—
BNP Paribas Financial Markets	N/A	—	17,900	-17,900	-100%	$415.3K	—	—	—
Royal Bank of Canada	N/A	—	15,897	-15,897	-100%	$368.0K	—	—	—
American Century Companies Inc	N/A	—	15,889	-15,889	-100%	$368.6K	—	—	—
Morgan Stanley	N/A	—	15,122	-15,122	-100%	$350.8K	—	—	—
Lazard Asset Management LLC	N/A	—	14,609	-14,609	-100%	$338.9K	—	—	—
Invesco Ltd.	N/A	—	13,321	-13,321	-100%	$309.0K	—	—	—
Deutsche Bank Ag\	N/A	—	11,262	-11,262	-100%	$261.3K	—	—	—
Bank of America Corp	N/A	—	11,163	-11,163	-100%	$259.0K	—	—	—
Rhumbline Advisers	N/A	—	11,148	-11,148	-100%	$258.6K	—	—	—
Price T Rowe Associates Inc	N/A	—	9,474	-9,474	-100%	$220.0K	—	—	—
EntryPoint Capital, LLC	N/A	—	8,994	-8,994	-100%	$208.7K	—	—	—
UBS Group AG	N/A	—	7,066	-7,066	-100%	$163.9K	—	—	—
MetLife Investment Management, LLC	N/A	—	6,936	-6,936	-100%	$160.9K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	5,292	-5,292	-100%	$122.8K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	5,211	-5,211	-100%	$120.9K	—	—	—
JPMorgan Chase & Co	N/A	—	4,816	-4,816	-100%	$113.4K	—	—	—
FMR LLC	N/A	—	4,764	-4,764	-100%	$110.5K	—	—	—
New York State Common Retirement Fund	N/A	—	4,400	-4,400	-100%	$102.1K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	3,404	-3,404	-100%	$79.0K	—	—	—
Barclays PLC	N/A	—	2,395	-2,395	-100%	$55.6K	—	—	—
Global Retirement Partners, LLC	N/A	—	2,325	-2,325	-100%	$53.9K	—	—	—
Russell Investments Group, Ltd.	N/A	—	1,133	-1,133	-100%	$26.3K	—	—	—
Legal & General Group Plc	N/A	—	1,124	-1,124	-100%	$26.1K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	1,047	-1,047	-100%	$24.3K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	950	-950	-100%	$22.0K	—	—	—
NewEdge Advisors, LLC	N/A	—	534	-534	-100%	$12.4K	—	—	—
California State Teachers Retirement System	N/A	—	159	-159	-100%	$3.7K	—	—	—
Harbour Investments, Inc.	N/A	—	150	-150	-100%	$3.5K	—	—	—
Osaic Holdings, Inc.	N/A	—	95	-95	-100%	$2.2K	—	—	—
IAG Wealth Partners, LLC	N/A	—	66	-66	-100%	$1.5K	—	—	—
N.E.W. Advisory Services LLC	N/A	—	42	-42	-100%	$974	—	—	—
Optiver Holding B.V.	N/A	—	2	-2	-100%	$46	—	—	—
Huntington National Bank	N/A	—	2	-2	-100%	$46	—	—	—

Showing 105 of 105 institutions