13FBOX
TWIN DISC INC COM · 13F Institutional Holdings
Options Calculator Rankings

TWIN DISC INC COM

TWIN
Institutions
94
Combined AUM (Q2 2026)
$218.3M
Combined Shares (Q2 2026)
9.4M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+1.9M
56 · 30 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-1.3M
39 · 15 Exit · ≈
⚖️ Net
+555,476
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$218.3M
Institutions
94
New Buys
30
Adds
26
Reduces
24
Exits
15
Unchanged
14
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
GAMCO INVESTORS, INC. ET AL
0.34%0.25%#7$37.8M1.6M$24.9M1.7M-23,200-1.40%Reduce
Juniper Investment Company, LLC
6.3%4.93%#1$23.8M1.0M$15.4M1.0M00.00%Unchanged
BlackRock, Inc.
<0.01%<0.01%#54$17.2M743,060$2.6M175,553+567,507+323.27%Add
DIMENSIONAL FUND ADVISORS LP
<0.01%<0.01%#34$14.1M607,438$9.2M610,412-2,974-0.49%Reduce
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#52$12.8M550,852$8.0M529,296+21,556+4.07%Add
Pacific Ridge Capital Partners, LLC
2.22%1.73%#2$12.2M526,488$8.0M530,566-4,078-0.77%Reduce
GABELLI FUNDS LLC
0.06%0.04%#11$9.3M400,524$6.0M400,52400.00%Unchanged
AMERIPRISE FINANCIAL INC
<0.01%<0.01%#35$7.3M314,368$6.7M441,731-127,363-28.83%Reduce
GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#50$6.8M291,841$2.0M133,977+157,864+117.83%Add
Allspring Global Investments Holdings, LLC
0.01%<0.01%#24$5.7M246,197$2.9M194,474+51,723+26.60%Add
GRACE & WHITE INC /NY
0.8%0.63%#5$5.0M217,230$3.6M236,122-18,892-8.00%Reduce
ACADIAN ASSET MANAGEMENT LLC
<0.01%<0.01%#28$4.1M175,453$2.6M173,689+1,764+1.02%Add
NEEDHAM INVESTMENT MANAGEMENT LLC
0.1%#9$3.5M150,000$00+150,000New Buy
Archon Capital Management LLC
1.39%0.16%#3$3.4M147,660$285,26018,929+128,731+680.07%Add
STATE STREET CORP
<0.01%<0.01%#65$3.0M129,569$712,87147,304+82,265+173.91%Add
IFP Advisors, Inc
0.05%0.04%#14$2.8M120,357$1.8M117,989+2,368+2.01%Add
RENAISSANCE TECHNOLOGIES LLC
<0.01%<0.01%#31$2.7M117,093$1.6M107,393+9,700+9.03%Add
Bank of New York Mellon Corp
<0.01%<0.01%#48$2.7M115,687$1.2M81,698+33,989+41.60%Add
BRIDGEWAY CAPITAL MANAGEMENT, LLC
0.04%0.02%#17$2.3M97,261$1.2M77,365+19,896+25.72%Add
NORTHERN TRUST CORP
<0.01%<0.01%#53$2.2M95,023$445,60529,569+65,454+221.36%Add
Connor, Clark & Lunn Investment Management Ltd.
<0.01%<0.01%#29$2.1M92,104$1.4M89,598+2,506+2.80%Add
Teton Advisors, LLC
1.22%0.97%#4$2.1M90,700$1.4M91,500-800-0.87%Reduce
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
0.01%0.01%#23$2.1M89,689$1.4M92,487-2,798-3.03%Reduce
Meros Investment Management, LP
0.59%0.38%#6$1.9M80,377$873,44257,959+22,418+38.68%Add
VANGUARD PORTFOLIO MANAGEMENT LLC
<0.01%#66$1.8M77,767$00+77,767New Buy
VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#49$1.7M75,390$1.0M67,304+8,086+12.01%Add
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
<0.01%<0.01%#40$1.7M73,641$2.0M134,364-60,723-45.19%Reduce
SEGALL BRYANT & HAMILL, LLC
0.02%0.02%#21$1.7M72,386$1.1M72,482-96-0.13%Reduce
RITHOLTZ WEALTH MANAGEMENT
0.02%0.02%#19$1.6M69,665$1.1M72,299-2,634-3.64%Reduce
KENNEDY CAPITAL MANAGEMENT LLC
0.03%0.02%#18$1.4M61,506$933,36061,935-429-0.69%Reduce
Informed Momentum Co LLC
0.12%0.06%#8$1.4M59,773$546,25736,248+23,525+64.90%Add
North Star Investment Management Corp.
0.07%0.05%#10$1.3M58,000$874,06058,00000.00%Unchanged
CITADEL ADVISORS LLC
<0.01%<0.01%#58$1.3M57,188$618,75941,059+16,129+39.28%Add
PANAGORA ASSET MANAGEMENT INC
<0.01%#30$1.2M52,640$00+52,640New Buy
ALGERT GLOBAL LLC
0.01%#22$1.2M51,463$00+51,463New Buy
RBF Capital, LLC
0.05%0.04%#15$1.2M50,380$814,26254,032-3,652-6.76%Reduce
SEI INVESTMENTS CO
<0.01%<0.01%#38$1.1M47,411$1.1M70,471-23,060-32.72%Reduce
US BANCORP \DE\
<0.01%<0.01%#37$939,71640,505$610,41040,50500.00%Unchanged
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
<0.01%#63$780,26233,632$00+33,632New Buy
Quadrature Capital Ltd
0.01%#27$668,64728,821$00+28,821New Buy
Empowered Funds, LLC
<0.01%<0.01%#33$666,46628,727$403,66526,786+1,941+7.25%Add
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#72$610,04426,295$723,45048,006-21,711-45.23%Reduce
Trexquant Investment LP
<0.01%#32$608,21126,216$00+26,216New Buy
XTX Topco Ltd
0.01%#25$592,64425,545$00+25,545New Buy
Squarepoint Ops LLC
<0.01%#44$525,96722,671$00+22,671New Buy
Nuveen, LLC
<0.01%#62$482,16620,783$00+20,783New Buy
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#68$456,25819,666$150,70910,001+9,665+96.64%Add
TWO SIGMA INVESTMENTS, LP
<0.01%<0.01%#51$454,37219,585$416,05327,608-8,023-29.06%Reduce
BNP PARIBAS FINANCIAL MARKETS
<0.01%<0.01%#55$415,28017,900$2,050136+17,764+13,061.76%Add
Skylands Capital, LLC
0.05%0.08%#16$385,00416,595$620,88441,200-24,605-59.72%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow