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 ($9.8m this quarter). Holder counts are more reliable. Shares outstanding: 65.4m as of 2023-10-19, 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 ≈ $108.39. Options: 13 managers hold calls ($28.5m notional), 11 hold puts ($15.5m).
Trends to Q4 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 370 |
| Q4 2022 | 382 |
| Q1 2023 | 389 |
| Q2 2023 | 393 |
| Q3 2023 | 434 |
| Q4 2023 | 456 |
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 |
| Q3 2023 | 215 | 191 |
| Q4 2023 | 204 | 218 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2023 | $12.7m | $10.1m | 0.80 |
| Q2 2023 | $25.9m | $11.5m | 0.44 |
| Q3 2023 | $25.8m | $16.3m | 0.63 |
| Q4 2023 | $28.5m | $15.5m | 0.55 |
Biggest buyers
| LSV ASSET MANAGEMENT | Added | +1.5m |
| MORGAN STANLEY | Added | +1.4m |
| BlackRock Inc. | Added | +492.1k |
| Invesco Ltd. | Added | +319.4k |
| Assenagon Asset Management S.A. | Added | +239.7k |
| FMR LLC | Added | +236.7k |
| HENNESSY ADVISORS INC | New | +220.7k |
| VANGUARD GROUP INC | Added | +219.4k |
| Interval Partners, LP | New | +200.9k |
| JPMORGAN CHASE & CO | Added | +163.1k |
Biggest sellers
| AMERICAN CENTURY COMPANIES INC | Reduced | -988.4k |
| CITADEL ADVISORS LLC | Reduced | -875.8k |
| Aristotle Capital Management, LLC | Reduced | -324.1k |
| Cubist Systematic Strategies, LLC | Sold out | -305.7k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -295.4k |
| JANE STREET GROUP, LLC | Reduced | -292.9k |
| PRUDENTIAL FINANCIAL INC | Reduced | -230.3k |
| Man Group plc | Sold out | -124.7k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -123.8k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Sold out | -115.6k |
Biggest calls
| SCOPUS ASSET MANAGEMENT, L.P. | Added | $10.8m100.0k shares |
| D. E. Shaw & Co., Inc. | New | $6.5m60.3k shares |
| CITADEL ADVISORS LLC | Reduced | $3.6m33.5k shares |
| Cubist Systematic Strategies, LLC | Added | $2.9m26.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $2.0m18.4k shares |
| CSS LLC/IL | New | $1.1m10.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $390.0k3.6k shares |
| PEAK6 Investments LLC | Reduced | $325.2k3.0k shares |
| Walleye Capital LLC | Reduced | $325.2k3.0k shares |
| JANE STREET GROUP, LLC | Reduced | $260.2k2.4k shares |
Biggest puts
| D. E. Shaw & Co., Inc. | Added | $8.0m73.6k shares |
| CITADEL ADVISORS LLC | Reduced | $3.1m28.4k shares |
| Cubist Systematic Strategies, LLC | Added | $1.7m15.9k shares |
| WOLVERINE TRADING, LLC | Reduced | $1.1m9.9k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.0m9.3k shares |
| Walleye Trading LLC | Reduced | $260.2k2.4k shares |
| Walleye Capital LLC | Reduced | $206.0k1.9k shares |
| SIMPLEX TRADING, LLC | Reduced | $108.0k1.0k shares |
| PEAK6 Investments LLC | Reduced | $86.7k800 shares |
| GROUP ONE TRADING LLC | Unchanged | $10.8k100 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 Q4 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q3 2023 | 0 | — | 4 | $2.3m | — |
| Q4 2023 | 0 | — | 0 | — | — |
None reported in Q4 2023.
Holders, Q4 2023
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.02% of their portfolio | 8.5m $917.0m | Added +492.1k |
| VANGUARD GROUP INC 0.02% of their portfolio | 7.1m $773.0m | Added +219.4k |
| Aristotle Capital Management, LLC 1.40% of their portfolio | 6.6m $714.5m | Reduced -324.1k |
| GREENHAVEN ASSOCIATES INC 2.85% of their portfolio | 2.5m $267.7m | Added +11.1k |
| MORGAN STANLEY 0.01% of their portfolio | 2.3m $249.0m | Added +1.4m |
| STATE STREET CORP 0.01% of their portfolio | 2.0m $215.2m | Added +100.1k |
| LSV ASSET MANAGEMENT 0.44% of their portfolio | 1.8m $200.4m | Added +1.5m |
| DIMENSIONAL FUND ADVISORS LP 0.06% of their portfolio | 1.7m $189.5m | Added +122.8k |
| AMERICAN CENTURY COMPANIES INC 0.11% of their portfolio | 1.5m $162.5m | Reduced -988.4k |
| Invesco Ltd. 0.03% of their portfolio | 1.2m $127.6m | Added +319.4k |
| ALLIANCEBERNSTEIN L.P. 0.04% of their portfolio | 1.0m $110.6m | Reduced -36.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.0m $109.4m | Added +30.0k |
| FMR LLC 0.01% of their portfolio | 1.0m $108.5m | Added +236.7k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 946.6k $102.6m | Added +85.2k |
| CANADA LIFE ASSURANCE Co 0.20% of their portfolio | 863.7k $93.1m | Reduced -15.2k |
| CITADEL ADVISORS LLC 0.09% of their portfolio | 813.4k $88.2m | Reduced -875.8k |
| NORGES BANK 0.01% of their portfolio | 770.5k $83.5m | Reduced -85.8k |
| MILLENNIUM MANAGEMENT LLC 0.08% of their portfolio | 769.7k $83.4m | Reduced -295.4k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.38% of their portfolio | 690.4k $74.8m | Reduced -33.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 668.1k $72.4m | Added +17.7k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 665.7k $72.2m | Reduced -28.3k |
| EQUITY INVESTMENT CORP 1.75% of their portfolio | 575.8k $62.4m | Reduced -7.7k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 549.5k $59.6m | Added +14.9k |
| AQR CAPITAL MANAGEMENT LLC 0.11% of their portfolio | 548.5k $59.5m | Added +117.7k |
| TWO SIGMA ADVISERS, LP 0.09% of their portfolio | 365.4k $39.6m | Reduced -39.2k |
| SEI INVESTMENTS CO 0.06% of their portfolio | 357.4k $38.7m | Reduced -17.2k |
| Amundi 0.02% of their portfolio | 354.9k $37.8m | Added +95.7k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 338.5k $36.7m | Added +163.1k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 308.0k $33.4m | Added +4.2k |
| TWO SIGMA INVESTMENTS, LP 0.08% of their portfolio | 307.2k $33.3m | Reduced -123.8k |
| Assenagon Asset Management S.A. 0.09% of their portfolio | 257.1k $27.9m | Added +239.7k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.10% of their portfolio | 256.6k $27.8m | Added +87.3k |
| JANUS HENDERSON GROUP PLC 0.02% of their portfolio | 253.3k $27.5m | Reduced -46.2k |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 240.1k $26.0m | Reduced -740 |
| Point72 Asset Management, L.P. 0.08% of their portfolio | 232.3k $25.2m | Reduced -7.1k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 230.5k $25.0m | Reduced -17.9k |
| Qube Research & Technologies Ltd 0.06% of their portfolio | 224.5k $24.3m | Reduced -111.1k |
| HENNESSY ADVISORS INC 1.21% of their portfolio | 220.7k $23.9m | New |
| Bragg Financial Advisors, Inc 1.07% of their portfolio | 208.3k $22.6m | Added +1.3k |
| Interval Partners, LP 0.95% of their portfolio | 200.9k $21.8m | New |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 199.9k $21.7m | Reduced -2.8k |
| Driehaus Capital Management LLC 0.26% of their portfolio | 199.7k $21.6m | Added +149.1k |
| Poplar Forest Capital LLC 3.11% of their portfolio | 197.5k $21.4m | Reduced -40.4k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 194.0k $21.0m | Added +13.6k |
| Russell Investments Group, Ltd. 0.04% of their portfolio | 189.7k $20.6m | Reduced -11.6k |
| CIBC Private Wealth Group LLC 0.04% of their portfolio | 176.8k $19.2m | Added +2.4k |
| Thrivent Financial for Lutherans 0.04% of their portfolio | 173.3k $18.8m | Reduced -93.4k |
| MACQUARIE GROUP LTD 0.02% of their portfolio | 168.0k $18.2m | Added +18.8k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 166.3k $18.0m | Reduced -22.5k |
| FIRST TRUST ADVISORS LP 0.02% of their portfolio | 159.0k $17.2m | Added +78.3k |
| Skylands Capital, LLC 2.51% of their portfolio | 157.2k $17.0m | Reduced -19.1k |
| PRUDENTIAL FINANCIAL INC 0.03% of their portfolio | 153.8k $16.7m | Reduced -230.3k |
| DAVIS R M INC 0.38% of their portfolio | 151.8k $16.5m | Reduced -25.4k |
| Capital World Investors 0.00% of their portfolio | 150.0k $16.3m | Unchanged |
| Schonfeld Strategic Advisors LLC 0.13% of their portfolio | 148.0k $16.0m | Added +55.0k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.06% of their portfolio | 146.5k $15.9m | Reduced -114.8k |
| PANAGORA ASSET MANAGEMENT INC 0.09% of their portfolio | 142.6k $15.5m | Reduced -66.5k |
| HORIZON KINETICS ASSET MANAGEMENT LLC 0.31% of their portfolio | 136.0k $14.7m | Reduced -866 |
| M&G INVESTMENT MANAGEMENT LTD 0.09% of their portfolio | 134.6k $14.5m | Reduced -6.7k |
| Man Group plc 0.04% of their portfolio | 130.9k $14.2m | New |
| Swiss National Bank 0.01% of their portfolio | 128.7k $14.0m | Reduced -14.9k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 127.1k $13.8m | Added +4.3k |
| Legal & General Group Plc 0.00% of their portfolio | 122.6k $13.3m | Reduced -7.7k |
| California Public Employees Retirement System 0.01% of their portfolio | 122.2k $13.3m | Reduced -5.9k |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.23% of their portfolio | 120.7k $13.1m | Reduced -4.7k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 120.3k $13.0m | Added +9.8k |
| BARCLAYS PLC 0.01% of their portfolio | 109.3k $11.9m | Added +24.6k |
| TRUIST FINANCIAL CORP 0.02% of their portfolio | 105.8k $11.5m | Reduced -13.0k |
| EASTERN BANK 0.52% of their portfolio | 104.6k $11.3m | Added +609 |
| Greenland Capital Management LP 1.68% of their portfolio | 100.5k $10.9m | Added +79.7k |
| Banco Santander, S.A. 0.13% of their portfolio | 99.7k $10.8m | Added +29.1k |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 99.7k $10.8m | Added +20.8k |
| OBERWEIS ASSET MANAGEMENT INC/ 1.00% of their portfolio | 98.9k $10.7m | Added +44.8k |
| SYSTEMATIC FINANCIAL MANAGEMENT LP 0.31% of their portfolio | 97.3k $10.5m | Added +14.4k |
| BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio | 97.0k $10.5m | Added +36.0k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.03% of their portfolio | 92.0k $10.0m | Added +19.9k |
| NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio | 88.9k $9.6m | Reduced -3.3k |
| AMERICAN INTERNATIONAL GROUP, INC. 0.04% of their portfolio | 88.4k $9.6m | Reduced -3.6k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 85.3k $9.2m | Added +127 |
| Retirement Systems of Alabama 0.04% of their portfolio | 81.9k $8.9m | Added +392 |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 76.3k $8.3m | Reduced -4.1k |
| Squarepoint Ops LLC 0.03% of their portfolio | 74.0k $8.0m | Added +25.9k |
| ExodusPoint Capital Management, LP 0.10% of their portfolio | 72.6k $7.9m | Reduced -3.0k |
| CREDIT SUISSE AG/ 0.01% of their portfolio | 72.5k $7.9m | Added +2.8k |
| RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio | 72.5k $7.9m | Added +15.4k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 69.7k $7.6m | Reduced -3.3k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.02% of their portfolio | 69.5k $7.5m | Added +256 |
| NISA INVESTMENT ADVISORS, LLC 0.05% of their portfolio | 69.3k $7.5m | Unchanged |
| ABN AMRO INVESTMENT SOLUTIONS 0.13% of their portfolio | 66.7k $7.2m | Reduced -13.3k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 64.4k $7.0m | Added +51.7k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.01% of their portfolio | 64.3k $7.0m | Added +25.2k |
| Albar Capital Ltd 1.39% of their portfolio | 59.9k $6.5m | Added +37.6k |
| South Dakota Investment Council 0.14% of their portfolio | 59.5k $6.5m | Unchanged |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 59.0k $6.4m | Reduced -5.3k |
| Foundry Partners, LLC 0.38% of their portfolio | 58.3k $6.3m | New |
| TEXAS PERMANENT SCHOOL FUND CORP 0.05% of their portfolio | 56.5k $6.1m | Added +1.0k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 56.4k $6.1m | Added +1.3k |
| Lighthouse Investment Partners, LLC 0.44% of their portfolio | 56.0k $6.1m | Added +45.2k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.02% of their portfolio | 55.1k $6.0m | Added +19.8k |
| Corient Private Wealth LP 0.01% of their portfolio | 53.8k $5.8m | Added +19.2k |