TWIN

Twin Disc INC

-$10.2M

Net Activity

Institutions Holding

79

Popularity Rank

#4983

Avg Weight

0.15%

Total Value

$133.5M

Ownership Trend

79 institutions currently hold TWIN, with 40 net buyers and 25 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

25

Net Buying Institutions

40

Key Holders

View all 79 holding institutions

Quarterly Activity

Recent Activity

+$47.8M

Total Buy Value

$69.0M

Total Sell Value

New buy10
Trim19
Add30
Sold out6

40

Net Buyers

25

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

1

Filings (90d)

$133K

Total Est. Value

7K shares

Planned Shares

Last Filed 2026-06-05
FilerFiling DateEst. Value
Knutson Jeffrey Scott2026-06-05$133K

Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

1

Filings (14d)

Data as of 2026-07-06
2026-07-06

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)

View all Form 8-K filings

FAQ

Who are the top institutional investors holding TWIN DISC INC (TWIN)?
Major stakeholders currently include Gamco Investors, INC. Et Al ($24.9M), Juniper Investment Company, LLC ($15.4M), Dimensional Fund Advisors LP ($9.2M). Based on the latest 13F filings, there are a total of 79 tracked investment funds and institutions maintaining positions in TWIN.
What is the overall institutional sentiment toward TWIN recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $10.2M, driven by 40 managers accumulating shares while 25 reduced their exposure.
Which institutions have been selling or reducing their TWIN positions?
In the latest period, 19 funds trimmed their holdings, and 6 managers completely exited their positions. The aggregate reported sell value was $69.0M.
Are there any notable investors adding TWIN to their portfolios?
Yes, buying activity remains notable. 10 institutions opened new positions in {ticker}, and 30 existing holders added to their shares. The total reported buy value for the quarter amounted to $47.8M.

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