TWIN Institutional Ownership
Twin Disc, Incorporated
1W: -0.1%
1M: -5.2%
3M: +12.7%
YTD: +55.1%
1Y: +54.9%
3Y: +90.4%
5Y: +127.3%
$25.07
+0.43 (+1.75%)
Weekly Expected Move ±7.1%
$21
$23
$24
$26
$28
Credit Risk of going bust: lower than 58% of companies Debt: 11.0% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the middle of the pack, about 1 in 580 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.28 (down 99%), Twin Disc, Incorporated would be worth roughly what it owes.
Total debt $45.0M against a stock market value of $364.5M.
Distance to default 5.97 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $19.2M (short-term plus half of long-term), stock volatility 51.3%; Altman Z 3.41. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $0.28 (down 99%), Twin Disc, Incorporated would be worth roughly what it owes.
Total debt $45.0M against a stock market value of $364.5M.
Distance to default 5.97 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $19.2M (short-term plus half of long-term), stock volatility 51.3%; Altman Z 3.41. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — TWIN
109
Institutional Holders
+26 vs prior quarter
0.0%
Ownership
+0.00pp
$215M
Total Invested
31
New Positions
25
Increased
39
Reduced
14
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (114 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | GAMCO INVESTORS, INC. ET AL | 1,629,936 | $41M | -23,200 | -1.4% | 16Q | SEC ↗ |
| 2 | Juniper Investment Company, LLC | 1,024,954 | $26M | — | +0.0% | 28Q | SEC ↗ |
| 3 | BlackRock, Inc. | 743,060 | $19M | +567,507 | +323.3% | 8Q | SEC ↗ |
| 4 | DIMENSIONAL FUND ADVISORS LP | 607,438 | $15M | -2,974 | -0.5% | 102Q | SEC ↗ |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 550,852 | $14M | +21,556 | +4.1% | 2Q | SEC ↗ |
| 6 | Pacific Ridge Capital Partners, LLC | 526,488 | $13M | -4,078 | -0.8% | 51Q | SEC ↗ |
| 7 | GABELLI FUNDS LLC | 400,524 | $10M | — | +0.0% | 66Q | SEC ↗ |
| 8 | AMERIPRISE FINANCIAL INC | 314,368 | $8M | -127,363 | -28.8% | 10Q | SEC ↗ |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 291,841 | $7M | +157,864 | +117.8% | 77Q | SEC ↗ |
| 10 | Allspring Global Investments Holdings, | 246,197 | $6M | +51,723 | +26.6% | 4Q | SEC ↗ |
| 11 | GRACE & WHITE INC /NY | 217,230 | $5M | -18,892 | -8.0% | 46Q | SEC ↗ |
| 12 | ACADIAN ASSET MANAGEMENT LLC | 175,453 | $4M | +1,764 | +1.0% | 25Q | SEC ↗ |
| 13 | NEEDHAM INVESTMENT MANAGEMENT LLC NEW | 150,000 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 14 | Archon Capital Management LLC | 147,660 | $4M | +128,731 | +680.1% | 3Q | SEC ↗ |
| 15 | STATE STREET CORP | 129,569 | $3M | +82,265 | +173.9% | 21Q | SEC ↗ |
| 16 | IFP Advisors, Inc | 120,357 | $3M | +2,368 | +2.0% | 6Q | SEC ↗ |
| 17 | RENAISSANCE TECHNOLOGIES LLC | 117,093 | $3M | +9,700 | +9.0% | 48Q | SEC ↗ |
| 18 | Bank of New York Mellon Corp | 115,687 | $3M | +33,989 | +41.6% | 76Q | SEC ↗ |
| 19 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 97,261 | $2M | +19,896 | +25.7% | 65Q | SEC ↗ |
| 20 | NORTHERN TRUST CORP | 95,023 | $2M | +65,454 | +221.4% | 110Q | SEC ↗ |
| 21 | Connor, Clark & Lunn Investment Manage | 92,104 | $2M | +2,506 | +2.8% | 11Q | SEC ↗ |
| 22 | Teton Advisors, LLC | 90,700 | $2M | -800 | -0.9% | 4Q | SEC ↗ |
| 23 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 89,689 | $2M | -2,798 | -3.0% | 4Q | SEC ↗ |
| 24 | Meros Investment Management, LP | 80,377 | $2M | +22,418 | +38.7% | 3Q | SEC ↗ |
| 25 | VANGUARD PORTFOLIO MANAGEMENT LLC NEW | 77,767 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 26 | VANGUARD FIDUCIARY TRUST CO | 75,390 | $2M | +8,086 | +12.0% | 2Q | SEC ↗ |
| 27 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 73,641 | $2M | -60,723 | -45.2% | 5Q | SEC ↗ |
| 28 | SEGALL BRYANT & HAMILL, LLC | 72,386 | $2M | -96 | -0.1% | 8Q | SEC ↗ |
| 29 | RITHOLTZ WEALTH MANAGEMENT | 69,665 | $2M | -2,634 | -3.6% | 4Q | SEC ↗ |
| 30 | KENNEDY CAPITAL MANAGEMENT LLC | 61,506 | $2M | -429 | -0.7% | 14Q | SEC ↗ |
| 31 | Informed Momentum Co LLC | 59,773 | $1M | +23,525 | +64.9% | 3Q | SEC ↗ |
| 32 | North Star Investment Management Corp. | 58,000 | $1M | — | +0.0% | 2Q | SEC ↗ |
| 33 | CITADEL ADVISORS LLC | 57,188 | $1M | +16,129 | +39.3% | 12Q | SEC ↗ |
| 34 | PANAGORA ASSET MANAGEMENT INC NEW | 52,640 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 35 | ALGERT GLOBAL LLC NEW | 51,463 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 36 | RBF Capital, LLC | 50,380 | $1M | -3,652 | -6.8% | 5Q | SEC ↗ |
| 37 | SEI INVESTMENTS CO | 47,411 | $1M | -23,060 | -32.7% | 3Q | SEC ↗ |
| 38 | US BANCORP \DE | 40,505 | $1M | — | +0.0% | 6Q | SEC ↗ |
| 39 | Sixth Street Partners Management Compa NEW | 33,632 | $843K | — | +0.0% | 1Q | SEC ↗ |
| 40 | CHARLES SCHWAB INVESTMENT MANAGEMENT I NEW | 33,632 | $843K | — | +0.0% | 1Q | SEC ↗ |
| 41 | Quadrature Capital Ltd NEW | 28,821 | $723K | — | +0.0% | 1Q | SEC ↗ |
| 42 | Empowered Funds, LLC | 28,727 | $720K | +1,941 | +7.2% | 9Q | SEC ↗ |
| 43 | GOLDMAN SACHS GROUP INC | 26,295 | $659K | -21,711 | -45.2% | 10Q | SEC ↗ |
| 44 | Trexquant Investment LP NEW | 26,216 | $657K | — | +0.0% | 1Q | SEC ↗ |
| 45 | XTX Topco Ltd NEW | 25,545 | $640K | — | +0.0% | 1Q | SEC ↗ |
| 46 | Squarepoint Ops LLC NEW | 22,671 | $568K | — | +0.0% | 1Q | SEC ↗ |
| 47 | Nuveen, LLC NEW | 20,783 | $521K | — | +0.0% | 1Q | SEC ↗ |
| 48 | WELLS FARGO & COMPANY/MN | 19,666 | $493K | +9,665 | +96.6% | 62Q | SEC ↗ |
| 49 | TWO SIGMA INVESTMENTS, LP | 19,585 | $491K | -8,023 | -29.1% | 4Q | SEC ↗ |
| 50 | BNP PARIBAS FINANCIAL MARKETS | 17,900 | $449K | +17,764 | +13061.8% | 9Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| NEEDHAM INVESTMENT MANAGEMENT LLC | 150,000 | $4M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 77,767 | $2M |
| PANAGORA ASSET MANAGEMENT INC | 52,640 | $1M |
| ALGERT GLOBAL LLC | 51,463 | $1M |
| Sixth Street Partners Management Co | 33,632 | $843K |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | 33,632 | $843K |
| Quadrature Capital Ltd | 28,821 | $723K |
| Trexquant Investment LP | 26,216 | $657K |
| XTX Topco Ltd | 25,545 | $640K |
| Squarepoint Ops LLC | 22,671 | $568K |
| Nuveen, LLC | 20,783 | $521K |
| LAZARD ASSET MANAGEMENT LLC | 14,609 | $366K |
| Y-Intercept (Hong Kong) Ltd | 14,148 | $355K |
| Invesco Ltd. | 13,321 | $334K |
| Aster Capital Management (DIFC) Ltd | 12,248 | $307K |
| DEUTSCHE BANK AG | 11,262 | $282K |
| PRICE T ROWE ASSOCIATES INC /MD | 9,474 | $238K |
| EntryPoint Capital, LLC | 8,994 | $225K |
| MetLife Investment Management, LLC | 6,936 | $174K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Lt | 5,292 | $133K |
Sold Out (18)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 206,256 | $5M |
| MILLENNIUM MANAGEMENT LLC | 193,345 | $5M |
| MACKENZIE FINANCIAL CORP | 115,876 | $3M |
| Mink Brook Asset Management LLC | 111,216 | $3M |
| Peapod Lane Capital LLC | 108,107 | $3M |
| Qube Research & Technologies Ltd | 44,316 | $1M |
| 683 Capital Management, LLC | 31,967 | $801K |
| Rothschild Wealth LLC | 25,000 | $627K |
| ExodusPoint Capital Management, LP | 24,128 | $605K |
| Point72 Asset Management, L.P. | 23,537 | $590K |
| Schonfeld Strategic Advisors LLC | 21,052 | $528K |
| JANE STREET GROUP, LLC | 20,429 | $512K |
| Hudson Bay Capital Management LP | 16,937 | $425K |
| HRT FINANCIAL LP | 11,850 | $297K |
| Jefferies Financial Group Inc. | 10,000 | $251K |
| Steward Partners Investment Advisor | 100 | $3K |
| SIMPLEX TRADING, LLC | 88 | $2K |
| EverSource Wealth Advisors, LLC | 18 | $0K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| AMERIPRISE FINANCIAL INC | -127,363 | -28.8% | 314,368 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | -60,723 | -45.2% | 73,641 |
| BARCLAYS PLC | -43,025 | -94.7% | 2,395 |
| Skylands Capital, LLC | -24,605 | -59.7% | 16,595 |
| GAMCO INVESTORS, INC. ET AL | -23,200 | -1.4% | 1,629,936 |
| SEI INVESTMENTS CO | -23,060 | -32.7% | 47,411 |
| GOLDMAN SACHS GROUP INC | -21,711 | -45.2% | 26,295 |
| UBS Group AG | -19,517 | -73.4% | 7,066 |
| GRACE & WHITE INC /NY | -18,892 | -8.0% | 217,230 |
| TWO SIGMA INVESTMENTS, LP | -8,023 | -29.1% | 19,585 |
| BANK OF AMERICA CORP /DE | -7,274 | -39.5% | 11,163 |
| MORGAN STANLEY | -6,846 | -31.2% | 15,122 |
| CITIGROUP INC | -6,077 | -53.2% | 5,345 |
| Pacific Ridge Capital Partners, LLC | -4,078 | -0.8% | 526,488 |
| RBF Capital, LLC | -3,652 | -6.8% | 50,380 |
| AMERICAN CENTURY COMPANIES INC | -3,143 | -16.5% | 15,889 |
| DIMENSIONAL FUND ADVISORS LP | -2,974 | -0.5% | 607,438 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | -2,798 | -3.0% | 89,689 |
| RITHOLTZ WEALTH MANAGEMENT | -2,634 | -3.6% | 69,665 |
| Teton Advisors, LLC | -800 | -0.9% | 90,700 |