2026-08-25
No AI summary for this filing type
View Full Filing (SEC EDGAR)Twin Disc Inc
$23.12-1%
+$34.5M
Net Activity
+6.46% total shares
Institutions Holding
94
Popularity Rank
#4732
Avg Weight
0.14%
Total Value
$219.0M
Market Cap
$320.4M
94 institutions currently hold TWIN, with 55 net buyers and 40 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
40
Net Buying Institutions
55
Top 5 by Value
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Across its top 20 institutional holders, TWIN's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 8/100, avg. turnover score 30/100).
TWIN ranks #4732 out of 37501 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
TWIN is a top-conviction position for Juniper Investment Company, LLC — at 6.3% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in TWIN belongs to Gamco Investors, Inc. Et Al, but the position matters far more to Juniper Investment Company, LLC, who has 6.3% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Bridgeway Capital Management, LLC has added to its TWIN position for two straight quarters, increasing it by $1.3M to reach $2.3M today.
Arrowstreet Capital, Limited Partnership has trimmed its TWIN position for two straight quarters, cutting it by $777.4K while still holding $1.7M.
TWIN is down 1% today, but institutions show net buying of $34.5M this quarter — a divergence between today's price move and the underlying institutional flow.
TWIN posted net income of $26.6M over the trailing twelve months, and currently trades at a P/E of 12.0.
+$44.4M
Total Buy Value
$23.4M
Total Sell Value
55
Net Buyers
40
Net Sellers
TWIN
Q2 2026
Top 5 Institutional Movers
TWIN does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
2
Filings (90d)
$633K
Total Est. Value
27K shares
Planned Shares
| Filer | Filing Date | Est. Value |
|---|---|---|
| Knutson Jeffrey Scott (TWIN) | 2026-08-26 | $500K |
| Knutson Jeffrey Scott | 2026-06-05 | $133K |
Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。
No Schedule 13D/13G filings for this ticker
5
Filings (14d)
No AI summary for this filing type
View Full Filing (SEC EDGAR)AI summary pending
View Full Filing (SEC EDGAR)No AI summary for this filing type
View Full Filing (SEC EDGAR)Twin Disc (TWIN) filed an 8-K on August 5, 2026, disclosing that its board approved an amended and restated 2021 Omnibus Incentive Plan, raising the shares available for awards from 1,636,550 to 2,336,550 — an increase of 700,000 shares, effective immediately but subject to shareholder approval at the next annual meeting; if shareholders don't approve it by August 5, 2027, the old plan stays in effect. The filing also details fiscal 2027 compensation decisions: CEO John H. Batten gets a $740,554 base salary with a 100% target bonus, and CFO Jeffrey S. Knutson gets a $454,480 base salary with a 60% target bonus; both base salaries rise 4%, effective from the first pay period including October 1, 2026. The committee also granted the executives restricted stock (18,756 shares to Batten and 8,734 to Knutson, vesting over three years) and target performance stock awards (28,135 and 13,100 shares, respectively). Performance stock payouts are tied to the three fiscal years ending June 30, 2029, but the excerpt cuts off before the complete list of performance metrics is provided.
View Full Filing (SEC EDGAR)Twin Disc refinanced its debt on June 30, 2026 by entering into a new credit agreement with Bank of Montreal and JPMorgan Chase, replacing a prior agreement from February 2025. The new facility includes a $30 million term loan due in 2031 and a $60 million revolving credit line. The loans are secured by substantially all of the company’s and its subsidiary’s assets.
View Full Filing (SEC EDGAR)901476101, 90171V204, G9151L104
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,239
Total reported value
$2.2T
3224 13F institutions increased their position this quarter
Institutions Holding
5,987
Total reported value
$3.6T
3028 13F institutions increased their position this quarter
Institutions Holding
6,149
Total reported value
$1.8T
2966 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,111
Total reported value
$649.1B
Held by 4111 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,110
Total reported value
$279.6B
Held by 4110 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,107
Total reported value
$712.4B
Held by 4107 institutions — one of the most-tracked stocks on AlphaSMO
Access TWIN's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/TWINCLI
npx alphasmo stocks get TWIN