Twin Disc Ownership | Who Owns Twin Disc?
Twin Disc Ownership Summary
Twin Disc is owned by 64.17% institutional investors, 21.60% insiders, and 14.23% retail investors. Gamco investors, inc. et al is the largest institutional shareholder, holding 11.87% of TWIN shares. 1290 VT GAMCO Small Company Value IB is the top mutual fund, with 4.43% of its assets in Twin Disc shares.
TWIN Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Twin Disc | 64.17% | 21.60% | 14.23% |
| Sector | Industrials Stocks | 61.06% | 10.27% | 28.67% |
| Industry | Industrial Machinery Stocks | 75.33% | 6.55% | 18.12% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Gamco investors, inc. et al | 1.63M | 11.87% | $19.22M |
| Juniper investment company | 1.02M | 7.46% | $12.07M |
| Amh equity | 736.60K | 5.36% | $8.68M |
| Vanguard group | 626.09K | 4.56% | $7.38M |
| Blackrock | 618.93K | 4.50% | $7.29M |
| Dimensional fund advisors lp | 555.28K | 4.04% | $6.54M |
| Pacific ridge capital partners | 522.72K | 3.80% | $6.16M |
| Royce & associates lp | 394.43K | 2.87% | $4.65M |
| Gabelli funds | 388.02K | 2.82% | $4.57M |
| Geode capital management | 247.81K | 1.80% | $2.92M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Amh equity | 736.60K | 11.50% | $8.68M |
| Juniper investment company | 1.02M | 5.79% | $12.07M |
| Pacific ridge capital partners | 522.72K | 1.48% | $6.16M |
| Teton advisors | 103.00K | 0.51% | $1.21M |
| Grace & white inc /ny | 214.14K | 0.47% | $2.52M |
| Gamco investors, inc. et al | 1.63M | 0.21% | $19.22M |
| Heartland advisors | 189.46K | 0.12% | $2.23M |
| Royce & associates lp | 394.43K | 0.04% | $4.65M |
| Gabelli funds | 388.02K | 0.03% | $4.57M |
| Kennedy capital management | 108.03K | 0.03% | $1.27M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 618.93K | 0.00% | 455.91K |
| Geode capital management | 247.81K | 0.00% | 133.12K |
| Vanguard group | 626.09K | 0.00% | 85.42K |
| State street | 121.05K | 0.00% | 84.74K |
| Acadian asset management | 101.66K | 0.00% | 38.91K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Neuberger berman group | 169.29K | 0.00% | -149.27K |
| Rbf capital | - | - | -112.56K |
| Jane street group | - | - | -101.96K |
| Susquehanna group, llp | 18.51K | - | -92.40K |
| Millennium management | 76.69K | 0.00% | -90.27K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Charles schwab investment management | 31.73K | 0.00% | 31.73K | $373.78K |
| Invesco | 30.95K | 0.00% | 30.95K | $364.65K |
| Strs ohio | 16.70K | 0.00% | 16.70K | $196.73K |
| Squarepoint ops | 15.65K | 0.00% | 15.65K | $184.34K |
| Nuveen asset management | 15.00K | 0.00% | 15.00K | $176.72K |
Sold Out
| Holder | Change |
|---|---|
| Lazard asset management | -174.00 |
| Macquarie group | -391.00 |
| Us bancorp \de\ | -1.45K |
| Entrypoint capital | -2.18K |
| Exoduspoint capital management, lp | -10.02K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | - |
| Sep 30, 2023 | 49 | 13.95% | 8,137,923 | -0.02% | 60 | 1.65% | 21 | 10.53% | 16 | 128.57% |
| Jun 30, 2023 | 43 | -4.44% | 8,139,316 | 1.09% | 60 | 1.70% | 19 | -13.64% | 7 | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| 1290 VT GAMCO Small Company Value IB | 625.00K | 4.43% | -783.00 |
| Pacific Ridge Capital Ptnrs Micro Cp Val | 484.94K | 3.44% | -27.79K |
| Vanguard Total Stock Mkt Idx Inv | 395.66K | 2.81% | - |
| Royce Small-Cap Opportunity Invmt | 235.08K | 1.67% | -5.53K |
| iShares Russell 2000 ETF | 218.59K | 1.55% | -490.00 |
| Heartland Value Investor | 189.46K | 1.34% | - |
| Adara Smaller Companies | 185.50K | 1.32% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 158.58K | 1.12% | - |
| FTGF RY US SmCp Opp A USD Dis(A) | 154.55K | 1.10% | -380.00 |
| Gabelli Small Cap Growth AAA | 150.00K | 1.06% | 8.00K |
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 |
|---|---|---|
| 2024 Q3 | - | - |
| 2024 Q2 | - | 4 |
| 2024 Q1 | - | - |
| 2023 Q4 | - | - |
| 2023 Q3 | - | - |
TWIN Ownership FAQ
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