Twin Disc Ownership | Who Owns Twin Disc?
Twin Disc Ownership Summary
Twin Disc is owned by 64.63% institutional investors, 21.60% insiders, and 13.77% retail investors. Gamco investors, inc. et al is the largest institutional shareholder, holding 11.83% of TWIN shares. 1290 VT GAMCO Small Company Value IB is the top mutual fund, with 4.48% of its assets in Twin Disc shares.
TWIN Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Twin Disc | 64.63% | 21.60% | 13.77% |
| Sector | Industrials Stocks | 50.81% | 11.74% | 37.45% |
| Industry | Industrial Machinery Stocks | 57.70% | 9.34% | 32.96% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Gamco investors, inc. et al | 1.63M | 11.83% | $19.15M |
| Juniper investment company | 1.02M | 7.44% | $12.04M |
| Amh equity | 713.69K | 5.18% | $8.39M |
| Blackrock funding, inc. /de | 677.70K | 4.92% | $7.96M |
| Vanguard group | 637.38K | 4.63% | $7.49M |
| Blackrock | 618.93K | 4.50% | $7.29M |
| Dimensional fund advisors lp | 597.48K | 4.34% | $7.02M |
| Pacific ridge capital partners | 565.28K | 4.10% | $6.64M |
| Gabelli funds | 386.02K | 2.80% | $4.54M |
| Royce & associates lp | 329.23K | 2.39% | $3.87M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Amh equity | 713.69K | 8.26% | $8.39M |
| Juniper investment company | 1.02M | 4.74% | $12.04M |
| Pacific ridge capital partners | 565.28K | 1.52% | $6.64M |
| Teton advisors | 100.50K | 0.61% | $1.18M |
| Grace & white inc /ny | 214.14K | 0.47% | $2.52M |
| Gamco investors, inc. et al | 1.63M | 0.20% | $19.15M |
| Heartland advisors | 180.00K | 0.11% | $2.12M |
| Skylands capital | 27.30K | 0.04% | $320.77K |
| Royce & associates lp | 329.23K | 0.04% | $3.87M |
| Gabelli funds | 386.02K | 0.03% | $4.54M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 618.93K | 0.00% | 455.91K |
| Pacific ridge capital partners | 565.28K | 1.52% | 78.38K |
| Jpmorgan chase | 38.34K | - | 33.48K |
| Invesco | 30.95K | 0.00% | 30.95K |
| Citadel advisors | 44.02K | 0.00% | 26.48K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Rbf capital | - | - | -112.56K |
| Jane street group | - | - | -101.96K |
| Millennium management | 76.69K | 0.00% | -90.27K |
| Victory capital management | - | - | -75.43K |
| Royce & associates lp | 329.23K | 0.04% | -68.98K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Invesco | 30.95K | 0.00% | 30.95K | $364.65K |
| Strs ohio | 16.70K | 0.00% | 16.70K | $196.73K |
| Deutsche bank ag\ | 8.60K | - | 8.60K | $101.08K |
Sold Out
| Holder | Change |
|---|---|
| Capital performance advisors llp | -6.00 |
| Allworth financial lp | -15.00 |
| Russell investments group | -50.00 |
| Innealta capital | -50.00 |
| Lazard asset management | -96.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 67 | -2.90% | 8,905,364 | 0.26% | 64 | 1.56% | 26 | -25.71% | 26 | 73.33% |
| Sep 30, 2024 | 69 | -1.43% | 8,882,300 | 0.73% | 64 | 1.57% | 35 | -22.22% | 15 | -25.00% |
| Jun 30, 2024 | 70 | 11.11% | 8,818,292 | 3.44% | 64 | 1.67% | 45 | 60.71% | 20 | -28.57% |
| Mar 31, 2024 | 63 | 10.53% | 8,525,256 | 1.75% | 62 | 1.66% | 28 | -17.65% | 28 | 75.00% |
| Dec 31, 2023 | 57 | 16.33% | 8,378,792 | 2.96% | 61 | 1.69% | 34 | 61.90% | 16 | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| 1290 VT GAMCO Small Company Value IB | 634.00K | 4.48% | 6.00K |
| Pacific Ridge Capital Ptnrs Micro Cp Val | 484.94K | 3.44% | -27.79K |
| Vanguard US Total Market Shares ETF | 395.66K | 2.80% | - |
| Vanguard Total Stock Mkt Idx Inv | 395.66K | 2.80% | - |
| Adara Smaller Companies | 225.75K | 1.60% | 11.08K |
| iShares Russell 2000 ETF | 222.83K | 1.58% | -1.93K |
| Royce Small-Cap Opportunity Invmt | 175.18K | 1.24% | -59.91K |
| Vanguard Institutional Extnd Mkt Idx Tr | 158.58K | 1.12% | - |
| Heartland Value Investor | 151.40K | 1.07% | -28.60K |
| Gabelli Small Cap Growth AAA | 150.00K | 1.06% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 22, 2024 | BATTEN JOHN H | President and CEO | Sell | $37.56K |
| May 23, 2024 | BATTEN JOHN H | President and CEO | Sell | $70.01K |
| May 23, 2024 | BATTEN JOHN H | President and CEO | Sell | $99.60K |
| May 22, 2024 | BATTEN JOHN H | President and CEO | Sell | $70.01K |
| May 13, 2020 | DOAR MICHAEL | - | Buy | $62.52K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
| 2024 Q3 | - | - |
| 2024 Q2 | - | 4 |
| 2024 Q1 | - | - |
TWIN Ownership FAQ
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