OSHKOSH CORP OSK
COM · Common Stock · CUSIP 688239201 · ISIN US6882392011
American industrial company
- SectorConsumer discretionary
- IndustryMotor Vehicles & Passenger Car Bodies
- HeadquartersOshkosh, WI
- Founded1917
- Websiteoshkoshcorp.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($62.3m this quarter). Holder counts are more reliable. Shares outstanding: 65.3m as of 2023-07-25, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $86.32. Options: 13 managers hold calls ($25.9m notional), 12 hold puts ($11.5m).
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 370 |
| Q4 2022 | 382 |
| Q1 2023 | 389 |
| Q2 2023 | 393 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 179 | 167 |
| Q1 2023 | 191 | 175 |
| Q2 2023 | 188 | 203 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $21.1m | $13.7m | 0.65 |
| Q4 2022 | $8.9m | $9.7m | 1.09 |
| Q1 2023 | $12.7m | $10.1m | 0.80 |
| Q2 2023 | $25.9m | $11.5m | 0.44 |
Biggest buyers
| ALLIANCEBERNSTEIN L.P. | Added | +467.5k |
| GREENHAVEN ASSOCIATES INC | Added | +400.5k |
| CITADEL ADVISORS LLC | Added | +376.6k |
| MILLENNIUM MANAGEMENT LLC | Added | +333.1k |
| DIMENSIONAL FUND ADVISORS LP | Added | +212.7k |
| Poplar Forest Capital LLC | New | +205.1k |
| BlackRock Inc. | Added | +185.7k |
| Point72 Asset Management, L.P. | Added | +146.4k |
| Thrivent Financial for Lutherans | Added | +130.7k |
| Squarepoint Ops LLC | Added | +119.0k |
Biggest sellers
| FMR LLC | Reduced | -7.1m |
| VICTORY CAPITAL MANAGEMENT INC | Reduced | -408.5k |
| PANAGORA ASSET MANAGEMENT INC | Reduced | -365.0k |
| MORGAN STANLEY | Reduced | -152.7k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | Reduced | -124.1k |
| Aristotle Capital Management, LLC | Reduced | -106.7k |
| TWINBEECH CAPITAL LP | Sold out | -98.6k |
| Invesco Ltd. | Reduced | -85.4k |
| JPMORGAN CHASE & CO | Reduced | -75.5k |
| Man Group plc | Sold out | -65.6k |
Biggest calls
| SCOPUS ASSET MANAGEMENT, L.P. | New | $8.7m100.0k shares |
| JANE STREET GROUP, LLC | Added | $4.4m50.6k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $4.2m48.9k shares |
| CITADEL ADVISORS LLC | Reduced | $4.0m45.7k shares |
| Walleye Trading LLC | New | $1.5m17.4k shares |
| PEAK6 Investments LLC | Added | $1.2m13.9k shares |
| Cubist Systematic Strategies, LLC | New | $588.8k6.8k shares |
| WOLVERINE TRADING, LLC | Added | $406.2k4.8k shares |
| TWO SIGMA SECURITIES, LLC | New | $381.0k4.4k shares |
| Walleye Capital LLC | New | $320.4k3.7k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $3.4m39.0k shares |
| CITADEL ADVISORS LLC | Added | $2.3m27.0k shares |
| D. E. Shaw & Co., Inc. | New | $1.5m17.7k shares |
| PEAK6 Investments LLC | Reduced | $969.8k11.2k shares |
| WOLVERINE TRADING, LLC | Reduced | $778.5k9.2k shares |
| SIMPLEX TRADING, LLC | Added | $701.0k8.1k shares |
| Walleye Trading LLC | New | $692.7k8.0k shares |
| Cubist Systematic Strategies, LLC | New | $415.6k4.8k shares |
| TWO SIGMA SECURITIES, LLC | New | $372.3k4.3k shares |
| Walleye Capital LLC | New | $233.8k2.7k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution filed 2025-04-24 | 9.0% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 6.8% |
| AQR CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-08-12 | 5.4% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.2% |
| DIMENSIONAL FUND ADVISORS LP 13G · institution new · filed 2026-07-14 | 5.1% |
Fell to 5% or below in the last year: Aristotle Capital Management, LLC (2.0%, 2026-08-07), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales in Q2 2023
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 1 | $520.4k | — |
| Q1 2022 | 0 | — | 1 | $393.6k | — |
| Q2 2022 | 0 | — | 0 | — | — |
| Q3 2022 | 0 | — | 0 | — | — |
| Q4 2022 | 0 | — | 0 | — | — |
| Q1 2023 | 0 | — | 1 | $89.0k | — |
| Q2 2023 | 0 | — | 0 | — | — |
None reported in Q2 2023.
Holders, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| Aristotle Capital Management, LLC 1.28% of their portfolio | 7.3m $632.6m | Reduced -106.7k |
| VANGUARD GROUP INC 0.01% of their portfolio | 7.0m $603.4m | Added +65.5k |
| BlackRock Inc. 0.01% of their portfolio | 6.2m $539.1m | Added +185.7k |
| AMERICAN CENTURY COMPANIES INC 0.26% of their portfolio | 4.0m $344.9m | Added +117.9k |
| VICTORY CAPITAL MANAGEMENT INC 0.24% of their portfolio | 2.6m $221.5m | Reduced -408.5k |
| GREENHAVEN ASSOCIATES INC 2.71% of their portfolio | 2.4m $204.2m | Added +400.5k |
| STATE STREET CORP 0.01% of their portfolio | 1.9m $163.5m | Reduced -3.1k |
| FMR LLC 0.01% of their portfolio | 1.8m $156.3m | Reduced -7.1m |
| DIMENSIONAL FUND ADVISORS LP 0.05% of their portfolio | 1.6m $141.3m | Added +212.7k |
| ALLIANCEBERNSTEIN L.P. 0.05% of their portfolio | 1.3m $116.7m | Added +467.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 955.0k $82.7m | Added +33.5k |
| MILLENNIUM MANAGEMENT LLC 0.09% of their portfolio | 953.3k $82.5m | Added +333.1k |
| CANADA LIFE ASSURANCE Co 0.19% of their portfolio | 899.4k $78.4m | Reduced -10.4k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 888.1k $76.9m | Reduced -2.3k |
| MORGAN STANLEY 0.01% of their portfolio | 844.1k $73.1m | Reduced -152.7k |
| Invesco Ltd. 0.02% of their portfolio | 841.0k $72.8m | Reduced -85.4k |
| CITADEL ADVISORS LLC 0.08% of their portfolio | 799.8k $69.3m | Added +376.6k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.37% of their portfolio | 747.5k $64.7m | Added +22.2k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 707.6k $61.3m | Reduced -6.1k |
| NORGES BANK 0.01% of their portfolio | 695.7k $60.2m | Reduced -5.6k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 635.9k $55.1m | Added +4.5k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 572.1k $49.5m | Reduced -75.5k |
| EQUITY INVESTMENT CORP 1.51% of their portfolio | 564.2k $48.9m | Reduced -2.1k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 547.3k $47.4m | Reduced -22.2k |
| SEI INVESTMENTS CO 0.07% of their portfolio | 478.0k $41.4m | Added +38.5k |
| CIBC Private Wealth Group LLC 0.03% of their portfolio | 349.7k $30.3m | Added +107.3k |
| JANUS HENDERSON GROUP PLC 0.02% of their portfolio | 344.0k $29.8m | Added +93.0k |
| LSV ASSET MANAGEMENT 0.06% of their portfolio | 326.5k $28.3m | Added +29.3k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 315.0k $27.3m | Added +9.7k |
| AQR CAPITAL MANAGEMENT LLC 0.05% of their portfolio | 272.7k $23.4m | Added +61.3k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 245.2k $21.2m | Reduced -13.6k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 245.2k $21.2m | Reduced -8.6k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.10% of their portfolio | 236.4k $20.5m | Added +45.7k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 219.6k $19.0m | Added +85.9k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 205.4k $17.8m | Added +3.8k |
| Poplar Forest Capital LLC 2.32% of their portfolio | 205.1k $17.8m | New |
| Russell Investments Group, Ltd. 0.03% of their portfolio | 198.5k $17.2m | Reduced -2.5k |
| COMERICA BANK 0.00% of their portfolio | 188.5k $0 | First filing |
| Skylands Capital, LLC 2.32% of their portfolio | 186.8k $16.2m | Reduced -100 |
| DAVIS R M INC 0.38% of their portfolio | 182.6k $15.8m | Reduced -6.0k |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.22% of their portfolio | 162.6k $14.1m | Added +7.6k |
| Bragg Financial Advisors, Inc 0.74% of their portfolio | 155.8k $13.5m | Added +1.3k |
| Squarepoint Ops LLC 0.07% of their portfolio | 154.8k $13.4m | Added +119.0k |
| MACQUARIE GROUP LTD 0.01% of their portfolio | 150.4k $13.0m | Reduced -100 |
| Capital World Investors 0.00% of their portfolio | 150.0k $13.0m | Unchanged |
| Thrivent Financial for Lutherans 0.03% of their portfolio | 147.9k $12.8m | Added +130.7k |
| Point72 Asset Management, L.P. 0.04% of their portfolio | 146.6k $12.7m | Added +146.4k |
| Assenagon Asset Management S.A. 0.05% of their portfolio | 146.5k $12.7m | Added +105.1k |
| Swiss National Bank 0.01% of their portfolio | 142.5k $12.3m | Added +1.4k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.04% of their portfolio | 141.8k $12.3m | Reduced -25.9k |
| HORIZON KINETICS ASSET MANAGEMENT LLC 0.26% of their portfolio | 136.5k $11.8m | Added +367 |
| Amundi 0.01% of their portfolio | 132.8k $11.6m | Reduced -20.2k |
| Legal & General Group Plc 0.00% of their portfolio | 132.7k $11.5m | Reduced -7.2k |
| Qube Research & Technologies Ltd 0.04% of their portfolio | 131.3k $11.4m | Reduced -18.0k |
| California Public Employees Retirement System 0.01% of their portfolio | 126.0k $10.9m | Reduced -11.4k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 124.9k $10.8m | Added +1.8k |
| TRUIST FINANCIAL CORP 0.02% of their portfolio | 122.1k $10.6m | Reduced -7.7k |
| BARCLAYS PLC 0.01% of their portfolio | 120.6k $10.4m | Added +94.8k |
| ABN AMRO INVESTMENT SOLUTIONS 0.20% of their portfolio | 117.0k $10.1m | Reduced -28.0k |
| M&G INVESTMENT MANAGEMENT LTD 0.06% of their portfolio | 116.6k $10.1m | Added +33.9k |
| RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio | 115.7k $10.0m | Added +78.2k |
| TWO SIGMA ADVISERS, LP 0.02% of their portfolio | 110.9k $9.6m | Added +26.4k |
| TUDOR INVESTMENT CORP ET AL 0.16% of their portfolio | 109.9k $9.5m | Reduced -13.8k |
| Cubist Systematic Strategies, LLC 0.10% of their portfolio | 106.1k $9.2m | Added +16.7k |
| EASTERN BANK 0.43% of their portfolio | 104.3k $9.0m | Reduced -481 |
| AMERICAN INTERNATIONAL GROUP, INC. 0.05% of their portfolio | 98.5k $8.5m | Reduced -2.4k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 94.1k $7.8m | Unchanged |
| NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio | 92.9k $8.0m | Added +33.8k |
| MEITAV INVESTMENT HOUSE LTD 0.06% of their portfolio | 92.1k $7.8m | New |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 88.5k $7.7m | Reduced -7.1k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 85.8k $7.4m | Added +3.7k |
| SYSTEMATIC FINANCIAL MANAGEMENT LP 0.23% of their portfolio | 84.9k $7.4m | Reduced -3.3k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 84.4k $7.3m | Added +32.2k |
| Retirement Systems of Alabama 0.03% of their portfolio | 84.2k $7.3m | Reduced -1.3k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 80.2k $6.9m | Reduced -2.5k |
| Jump Financial, LLC 0.25% of their portfolio | 78.2k $6.8m | Added +42.5k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 74.8k $6.5m | Reduced -4.8k |
| CREDIT SUISSE AG/ 0.01% of their portfolio | 73.3k $6.3m | Added +14.6k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.02% of their portfolio | 72.8k $6.3m | Reduced -7.5k |
| MAIRS & POWER INC 0.07% of their portfolio | 70.0k $6.1m | Reduced -20.0k |
| NISA INVESTMENT ADVISORS, LLC 0.04% of their portfolio | 69.3k $6.0m | Reduced -1.8k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio | 69.2k $6.0m | Added +462 |
| Galibier Capital Management Ltd. 1.34% of their portfolio | 67.5k $5.8m | Added +9.9k |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.06% of their portfolio | 63.0k $5.5m | Reduced -4.3k |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 62.8k $5.4m | Reduced -5.5k |
| CHARTWELL INVESTMENT PARTNERS, LLC 0.19% of their portfolio | 62.0k $5.4m | Added +9.2k |
| South Dakota Investment Council 0.11% of their portfolio | 59.5k $5.2m | Added +4.7k |
| TEXAS PERMANENT SCHOOL FUND CORP 0.05% of their portfolio | 56.5k $4.9m | Reduced -3.0k |
| Man Group plc 0.01% of their portfolio | 55.2k $4.8m | New |
| Holocene Advisors, LP 0.02% of their portfolio | 54.4k $4.7m | Added +39.1k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 53.5k $4.6m | Added +1.6k |
| NFJ INVESTMENT GROUP, LLC 0.12% of their portfolio | 51.2k $4.4m | Added +6.2k |
| Greenwich Wealth Management LLC 0.45% of their portfolio | 48.9k $4.2m | Added +365 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 48.7k $4.2m | Reduced -1.9k |
| HRT FINANCIAL LP 0.04% of their portfolio | 48.1k $4.2m | Added +1.9k |
| M&T Bank Corp 0.02% of their portfolio | 47.7k $4.1m | Reduced -1.2k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 46.2k $4.0m | New |
| ExodusPoint Capital Management, LP 0.05% of their portfolio | 45.7k $4.0m | Reduced -28.0k |
| OPPENHEIMER ASSET MANAGEMENT INC. 0.06% of their portfolio | 43.6k $3.8m | New |
| Hudson Bay Capital Management LP 0.04% of their portfolio | 43.2k $3.7m | New |