TWIN Disc Inc
TWINFigures shown here come from public SEC filings. Dates beside each section show the available history.
How TWIN Disc Inc Makes Money
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From revenue to net income
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Financial Summary
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 16 annual periods. The latest annual period ends Jun 30, 2025. The latest insider filing shown is dated Jun 8, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| IFP Advisors, Inc | 2026-03-31 | 117,989 | Not shown | SEC filing |
| Point72 Asset Management, L.P. | 2026-03-31 | 23,537 | Not shown | SEC filing |
| CWM, LLC | 2026-03-31 | 12 | Not shown | SEC filing |
| RHUMBLINE ADVISERS | 2026-03-31 | 519 | Not shown | SEC filing |
| JANE STREET GROUP, LLC | 2026-03-31 | 20,429 | Not shown | SEC filing |
| CITIGROUP INC | 2026-03-31 | 11,422 | Not shown | SEC filing |
| Bank of New York Mellon Corp | 2026-03-31 | 81,698 | Not shown | SEC filing |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2026-03-31 | 92,487 | Not shown | SEC filing |
| OSAIC HOLDINGS, INC. | 2026-03-31 | 100 | Not shown | SEC filing |
| FMR LLC | 2026-03-31 | 2,741 | Not shown | SEC filing |
| BlackRock, Inc. | 2026-03-31 | 175,553 | Not shown | SEC filing |
| Meros Investment Management, LP | 2026-03-31 | 57,959 | Not shown | SEC filing |
| MORGAN STANLEY | 2026-03-31 | 21,968 | Not shown | SEC filing |
| N.E.W. Advisory Services LLC | 2026-03-31 | 42 | Not shown | SEC filing |
| Hudson Bay Capital Management LP | 2026-03-31 | 16,937 | Not shown | SEC filing |
| GABELLI FUNDS LLC | 2026-03-31 | 400,524 | Not shown | SEC filing |
| Tower Research Capital LLC (TRC) | 2026-03-31 | 147 | Not shown | SEC filing |
| Teton Advisors, LLC | 2026-03-31 | 91,500 | Not shown | SEC filing |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2026-03-31 | 134,364 | Not shown | SEC filing |
| AMERICAN CENTURY COMPANIES INC | 2026-03-31 | 19,032 | Not shown | SEC filing |
- Each value is checked against TWIN Disc Inc's share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 20 rows: no share price from within three months of their report dates is on file, so they could not be checked.
Filer report history
Two reports per filer, as filed. No change is calculated, because the data on file cannot confirm that both reports describe the same security.
- Juniper Investment Company, LLC: 1,024,954 shares reported 2025-12-31; 1,024,954 shares reported 2026-03-31.
- DIMENSIONAL FUND ADVISORS LP: 619,597 shares reported 2025-12-31; 610,412 shares reported 2026-03-31.
- Central Pacific Bank - Trust Division: 10,000 shares reported 2025-12-31; 10,000 shares reported 2026-03-31.
- BANK OF AMERICA CORP /DE/: 13,684 shares reported 2025-12-31; 18,437 shares reported 2026-03-31.
- ROYAL BANK OF CANADA: 775 shares reported 2025-12-31; 649 shares reported 2026-03-31.
- BRIDGEWAY CAPITAL MANAGEMENT, LLC: 56,266 shares reported 2025-12-31; 77,365 shares reported 2026-03-31.
- HUNTINGTON NATIONAL BANK: 2 shares reported 2025-12-31; 2 shares reported 2026-03-31.
- AMERIPRISE FINANCIAL INC: 445,653 shares reported 2025-12-31; 441,731 shares reported 2026-03-31.
- KENNEDY CAPITAL MANAGEMENT LLC: 60,813 shares reported 2025-12-31; 61,935 shares reported 2026-03-31.
- Informed Momentum Co LLC: 52,862 shares reported 2025-12-31; 36,248 shares reported 2026-03-31.
- Skylands Capital, LLC: 44,200 shares reported 2025-12-31; 41,200 shares reported 2026-03-31.
- GEODE CAPITAL MANAGEMENT, LLC: 131,241 shares reported 2025-12-31; 133,977 shares reported 2026-03-31.
Showing the 12 most recent filer reports.
40 filers have only one report here.
Independent insiders buying near the same time
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2024-05-23 | BATTEN JOHN H · President and CEO | COMMON STOCK | S — Open market or private sale | −7,114 | 14.00 | SEC filing |
| 2024-05-23 | BATTEN JOHN H · President and CEO | COMMON STOCK | S — Open market or private sale | −5,000 | 14.00 | SEC filing |
| 2024-05-22 | BATTEN JOHN H · President and CEO | COMMON STOCK | S — Open market or private sale | −5,000 | 14.00 | SEC filing |
| 2024-05-22 | BATTEN JOHN H · President and CEO | COMMON STOCK | S — Open market or private sale | −2,662 | 14.11 | SEC filing |
| 2020-05-13 | DOAR MICHAEL · Director | Common Stock | P — Open market or private purchase | +10,000 | 6.25 | SEC filing |
| 2020-05-08 | RAYBURN DAVID B · Director | Common Stock | P — Open market or private purchase | +10,000 | 6.39 | SEC filing |
| 2020-05-07 | RAYBURN DAVID B · Director | Common Stock | P — Open market or private purchase | +2,500 | 6.24 | SEC filing |
| 2020-05-06 | RAYBURN DAVID B · Director | Common Stock | P — Open market or private purchase | +7,500 | 6.49 | SEC filing |
Showing 8 of 9 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-05 | Knutson Jeffrey Scott · VP Finance, CFO, Secr & Trea | Common Stock | A — Grant, award, or other acquisition | −7,044 | SEC filing |
| 2026-05-01 | DOAR MICHAEL · Director | COMMON STOCK | A — Grant, award, or other acquisition | +475 | SEC filing |
| 2026-05-01 | Johnson David W · Director | COMMON STOCK | A — Grant, award, or other acquisition | +237 | SEC filing |
| 2026-03-05 | Knutson Jeffrey Scott · VP Finance, CFO, Secr & Trea | COMMON STOCK | A — Grant, award, or other acquisition | −3,198 | SEC filing |
| 2026-03-04 | BATTEN JOHN H · President and CEO | COMMON STOCK | A — Grant, award, or other acquisition | −5,040 | SEC filing |
| 2026-02-27 | BATTEN JOHN H · President and CEO | COMMON STOCK | A — Grant, award, or other acquisition | −6,000 | SEC filing |
| 2026-02-26 | BATTEN JOHN H · President and CEO | COMMON STOCK | A — Grant, award, or other acquisition | −535 | SEC filing |
| 2026-02-25 | Knutson Jeffrey Scott · VP Finance, CFO, Secr & Trea | COMMON STOCK | A — Grant, award, or other acquisition | −499 | SEC filing |
Showing 8 of 29 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.