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 ($24.8m this quarter). Holder counts are more reliable. Shares outstanding: 65.1m as of 2024-07-24, 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 ≈ $108.17. Options: 10 managers hold calls ($21.3m notional), 10 hold puts ($15.8m).
Trends to Q2 2024
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 |
| Q1 2024 | 456 |
| Q2 2024 | 470 |
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 |
| Q1 2024 | 222 | 218 |
| Q2 2024 | 235 | 217 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $25.8m | $16.3m | 0.63 |
| Q4 2023 | $28.5m | $15.5m | 0.55 |
| Q1 2024 | $17.8m | $16.6m | 0.93 |
| Q2 2024 | $21.3m | $15.8m | 0.74 |
Biggest buyers
| AMERICAN CENTURY COMPANIES INC | Added | +235.5k |
| FMR LLC | Added | +165.8k |
| CITADEL ADVISORS LLC | Added | +165.6k |
| Qube Research & Technologies Ltd | Added | +145.0k |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | New | +118.3k |
| RENAISSANCE TECHNOLOGIES LLC | New | +105.1k |
| AQR CAPITAL MANAGEMENT LLC | Added | +85.7k |
| DIMENSIONAL FUND ADVISORS LP | Added | +78.2k |
| Cubist Systematic Strategies, LLC | New | +77.1k |
| VICTORY CAPITAL MANAGEMENT INC | Added | +75.6k |
Biggest sellers
| MORGAN STANLEY | Reduced | -1.6m |
| ALLIANCEBERNSTEIN L.P. | Reduced | -431.6k |
| BlackRock Inc. | Reduced | -355.5k |
| Amundi | Reduced | -302.8k |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Reduced | -260.5k |
| Poplar Forest Capital LLC | Sold out | -193.6k |
| Schonfeld Strategic Advisors LLC | Reduced | -115.2k |
| Invesco Ltd. | Reduced | -110.0k |
| Aristotle Capital Management, LLC | Reduced | -89.7k |
| AMERICAN INTERNATIONAL GROUP, INC. | Sold out | -86.6k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $10.9m100.6k shares |
| CITADEL ADVISORS LLC | Added | $4.6m42.5k shares |
| CAPITAL FUND MANAGEMENT S.A. | New | $1.8m16.2k shares |
| Cubist Systematic Strategies, LLC | Reduced | $1.1m10.6k shares |
| Walleye Capital LLC | Reduced | $1.0m9.7k shares |
| SIMPLEX TRADING, LLC | Reduced | $703.0k6.5k shares |
| WOLVERINE TRADING, LLC | New | $541.0k5.0k shares |
| JANE STREET GROUP, LLC | Added | $508.5k4.7k shares |
| Walleye Trading LLC | Reduced | $64.9k600 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $5.1m47.3k shares |
| Walleye Capital LLC | Added | $3.0m28.0k shares |
| D. E. Shaw & Co., Inc. | Unchanged | $2.7m25.0k shares |
| CITADEL ADVISORS LLC | Reduced | $1.5m14.1k shares |
| CAPITAL FUND MANAGEMENT S.A. | New | $1.4m13.0k shares |
| Cubist Systematic Strategies, LLC | Reduced | $898.1k8.3k shares |
| SIMPLEX TRADING, LLC | Reduced | $551.0k5.1k shares |
| WOLVERINE TRADING, LLC | New | $530.2k4.9k shares |
| HSBC HOLDINGS PLC | Unchanged | $32.0k300 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 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 2024
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 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 | — | — |
| Q1 2024 | 0 | — | 1 | $471.6k | — |
| Q2 2024 | 0 | — | 0 | — | — |
None reported in Q2 2024.
Holders, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.02% of their portfolio | 9.0m $976.3m | Reduced -355.5k |
| VANGUARD GROUP INC 0.02% of their portfolio | 7.9m $857.3m | Added +75.1k |
| Aristotle Capital Management, LLC 1.32% of their portfolio | 6.3m $684.8m | Reduced -89.7k |
| GREENHAVEN ASSOCIATES INC 3.58% of their portfolio | 2.5m $272.3m | Added +37.0k |
| STATE STREET CORP 0.01% of their portfolio | 2.0m $221.0m | Reduced -16.0k |
| LSV ASSET MANAGEMENT 0.46% of their portfolio | 1.9m $209.1m | Reduced -18.4k |
| DIMENSIONAL FUND ADVISORS LP 0.05% of their portfolio | 1.8m $196.4m | Added +78.2k |
| AMERICAN CENTURY COMPANIES INC 0.10% of their portfolio | 1.4m $155.2m | Added +235.5k |
| Invesco Ltd. 0.03% of their portfolio | 1.4m $147.8m | Reduced -110.0k |
| FMR LLC 0.01% of their portfolio | 1.2m $128.2m | Added +165.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.1m $116.8m | Added +22.8k |
| MORGAN STANLEY 0.01% of their portfolio | 976.8k $105.7m | Reduced -1.6m |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 935.6k $101.2m | Reduced -62.3k |
| ALLIANCEBERNSTEIN L.P. 0.03% of their portfolio | 924.7k $100.1m | Reduced -431.6k |
| CANADA LIFE ASSURANCE Co 0.18% of their portfolio | 895.2k $96.9m | Added +10.4k |
| NORGES BANK 0.01% of their portfolio | 774.8k $83.8m | Added +1.8k |
| CITADEL ADVISORS LLC 0.08% of their portfolio | 768.0k $83.1m | Added +165.6k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 679.2k $73.5m | Reduced -1.2k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 631.4k $68.3m | Added +2.6k |
| AQR CAPITAL MANAGEMENT LLC 0.10% of their portfolio | 623.5k $66.4m | Added +85.7k |
| EQUITY INVESTMENT CORP 1.60% of their portfolio | 580.3k $62.8m | Reduced -4.1k |
| MILLENNIUM MANAGEMENT LLC 0.05% of their portfolio | 566.7k $61.3m | Reduced -14.9k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 545.2k $59.0m | Added +52.9k |
| SEI INVESTMENTS CO 0.06% of their portfolio | 397.0k $42.9m | Added +46.6k |
| Qube Research & Technologies Ltd 0.08% of their portfolio | 382.3k $41.4m | Added +145.0k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 334.9k $36.2m | Reduced -22.9k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 313.5k $33.9m | Added +1.7k |
| HENNESSY ADVISORS INC 1.22% of their portfolio | 297.3k $32.2m | Added +45.5k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.13% of their portfolio | 285.2k $30.9m | Reduced -260.5k |
| VICTORY CAPITAL MANAGEMENT INC 0.03% of their portfolio | 282.7k $30.6m | Added +75.6k |
| Point72 Asset Management, L.P. 0.09% of their portfolio | 263.8k $28.5m | Reduced -55.4k |
| FIRST TRUST ADVISORS LP 0.03% of their portfolio | 248.3k $26.9m | Added +28.1k |
| Driehaus Capital Management LLC 0.23% of their portfolio | 222.6k $24.1m | Reduced -86.2k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 217.8k $23.6m | Reduced -28.6k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 214.0k $23.2m | Reduced -4.0k |
| Bragg Financial Advisors, Inc 1.01% of their portfolio | 209.1k $22.6m | Added +478 |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.08% of their portfolio | 202.8k $21.9m | Reduced -20.9k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 192.4k $20.8m | Reduced -1.2k |
| TWO SIGMA ADVISERS, LP 0.04% of their portfolio | 183.7k $19.9m | Reduced -75.0k |
| OBERWEIS ASSET MANAGEMENT INC/ 1.21% of their portfolio | 182.8k $19.8m | Added +49.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 178.6k $19.3m | Added +59.1k |
| CIBC Private Wealth Group LLC 0.03% of their portfolio | 176.4k $18.4m | Reduced -505 |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 165.6k $17.9m | Added +2.9k |
| MACQUARIE GROUP LTD 0.02% of their portfolio | 165.1k $17.9m | Reduced -3.6k |
| DAVIS R M INC 0.35% of their portfolio | 160.2k $17.3m | Reduced -2.3k |
| Skylands Capital, LLC 2.44% of their portfolio | 159.1k $17.2m | Reduced -975 |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 158.7k $17.2m | Reduced -23.0k |
| Capital World Investors 0.00% of their portfolio | 150.0k $16.2m | Unchanged |
| Allianz Asset Management GmbH 0.02% of their portfolio | 142.6k $15.4m | Added +35.0k |
| TWO SIGMA INVESTMENTS, LP 0.04% of their portfolio | 142.1k $15.4m | Reduced -29.4k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 141.4k $15.3m | Reduced -37.2k |
| HORIZON KINETICS ASSET MANAGEMENT LLC 0.26% of their portfolio | 136.5k $14.8m | Added +310 |
| California Public Employees Retirement System 0.01% of their portfolio | 132.5k $14.3m | Added +9.5k |
| Swiss National Bank 0.01% of their portfolio | 129.0k $14.0m | Reduced -100 |
| M&G PLC 0.08% of their portfolio | 128.6k $13.9m | Added +7.8k |
| PANAGORA ASSET MANAGEMENT INC 0.07% of their portfolio | 121.1k $13.1m | Reduced -21.6k |
| AXA S.A. 0.02% of their portfolio | 121.0k $13.1m | Added +69.2k |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 1.59% of their portfolio | 118.3k $12.8m | New |
| Legal & General Group Plc 0.00% of their portfolio | 112.9k $12.2m | Reduced -6.2k |
| UBS Group AG 0.00% of their portfolio | 112.0k $12.1m | Added +21.5k |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.21% of their portfolio | 111.3k $12.0m | Reduced -6.0k |
| HighTower Advisors, LLC 0.02% of their portfolio | 110.7k $11.9m | Added +2.4k |
| Squarepoint Ops LLC 0.04% of their portfolio | 110.1k $11.9m | Reduced -20.5k |
| EASTERN BANK 0.48% of their portfolio | 109.7k $11.9m | Added +15.7k |
| RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio | 105.1k $11.4m | New |
| Thrivent Financial for Lutherans 0.02% of their portfolio | 104.8k $11.3m | Reduced -35.1k |
| Banco Santander, S.A. 0.14% of their portfolio | 101.0k $10.9m | Added +4.7k |
| SYSTEMATIC FINANCIAL MANAGEMENT LP 0.30% of their portfolio | 91.2k $9.9m | Reduced -2.9k |
| ALGERT GLOBAL LLC 0.32% of their portfolio | 90.1k $9.7m | Added +7.5k |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 87.6k $9.5m | Added +4.7k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 87.5k $9.5m | Reduced -5.3k |
| Corebridge Financial, Inc. 0.05% of their portfolio | 82.7k $9.0m | First filing |
| TRUIST FINANCIAL CORP 0.01% of their portfolio | 82.1k $8.9m | Reduced -17.9k |
| Retirement Systems of Alabama 0.03% of their portfolio | 80.7k $8.7m | Reduced -1.4k |
| BURNEY CO/ 0.33% of their portfolio | 79.7k $8.6m | Added +47.2k |
| BARCLAYS PLC 0.00% of their portfolio | 79.3k $8.6m | Reduced -53.0k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.02% of their portfolio | 79.2k $8.6m | Reduced -2.6k |
| Cubist Systematic Strategies, LLC 0.14% of their portfolio | 77.1k $8.3m | New |
| NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio | 76.3k $8.2m | Reduced -14.2k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 75.7k $8.2m | Reduced -79.0k |
| RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio | 75.7k $8.2m | Added +2.8k |
| Varma Mutual Pension Insurance Co 0.06% of their portfolio | 71.3k $7.7m | Reduced -78.3k |
| NISA INVESTMENT ADVISORS, LLC 0.05% of their portfolio | 68.7k $7.4m | Unchanged |
| Boston Partners 0.01% of their portfolio | 67.6k $7.3m | New |
| Foundry Partners, LLC 0.38% of their portfolio | 65.9k $7.1m | Added +3.4k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.15% of their portfolio | 65.2k $7.1m | Added +10.0k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 64.6k $7.0m | Reduced -1.6k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio | 64.2k $7.0m | Reduced -4.5k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 62.8k $6.8m | Added +21.4k |
| Walleye Capital LLC 0.07% of their portfolio | 61.1k $6.6m | Added +34.3k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 60.6k $6.6m | Added +54.6k |
| CAPITAL FUND MANAGEMENT S.A. 0.07% of their portfolio | 60.5k $6.5m | Added +9.2k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 60.0k $6.5m | Reduced -6.7k |
| ABN AMRO INVESTMENT SOLUTIONS 0.11% of their portfolio | 58.2k $6.3m | Reduced -5.0k |
| South Dakota Investment Council 0.13% of their portfolio | 57.0k $6.2m | Reduced -537 |
| Corient Private Wealth LP 0.01% of their portfolio | 56.3k $6.1m | Added +4.2k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 55.9k $6.0m | Added +16.0k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 55.2k $6.0m | Reduced -1.2k |
| Carlson Capital, L.P. 0.92% of their portfolio | 54.6k $5.9m | Reduced -14.3k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 53.0k $5.7m | Added +270 |