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 ($5.0m this quarter). Holder counts are more reliable. Shares outstanding: 65.1m as of 2024-10-23, 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 ≈ $100.20. Options: 11 managers hold calls ($22.5m notional), 12 hold puts ($27.0m).
Trends to Q3 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 |
| Q3 2024 | 494 |
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 |
| Q3 2024 | 247 | 213 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2023 | $28.5m | $15.5m | 0.55 |
| Q1 2024 | $17.8m | $16.6m | 0.93 |
| Q2 2024 | $21.3m | $15.8m | 0.74 |
| Q3 2024 | $22.5m | $27.0m | 1.20 |
Biggest buyers
| DIMENSIONAL FUND ADVISORS LP | Added | +296.4k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Added | +275.2k |
| ALLIANCEBERNSTEIN L.P. | Added | +247.5k |
| Assenagon Asset Management S.A. | Added | +233.2k |
| Balyasny Asset Management L.P. | Added | +225.4k |
| AMERICAN CENTURY COMPANIES INC | Added | +211.6k |
| Qube Research & Technologies Ltd | Added | +209.0k |
| MORGAN STANLEY | Added | +161.6k |
| DEUTSCHE BANK AG\ | Added | +114.1k |
| BNP PARIBAS FINANCIAL MARKETS | Added | +97.3k |
Biggest sellers
| CITADEL ADVISORS LLC | Reduced | -356.1k |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Reduced | -271.3k |
| Point72 Asset Management, L.P. | Sold out | -263.8k |
| Driehaus Capital Management LLC | Sold out | -222.6k |
| AQR CAPITAL MANAGEMENT LLC | Reduced | -207.3k |
| LOS ANGELES CAPITAL MANAGEMENT LLC | Reduced | -198.6k |
| Invesco Ltd. | Reduced | -149.7k |
| PANAGORA ASSET MANAGEMENT INC | Reduced | -112.3k |
| LSV ASSET MANAGEMENT | Reduced | -105.3k |
| EASTERN BANK | Reduced | -96.0k |
Biggest calls
| SCOPUS ASSET MANAGEMENT, L.P. | New | $7.0m70.0k shares |
| CITADEL ADVISORS LLC | Added | $6.4m63.6k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $4.0m39.7k shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $1.9m18.5k shares |
| JANE STREET GROUP, LLC | Added | $1.8m18.3k shares |
| Walleye Capital LLC | Reduced | $551.2k5.5k shares |
| Cubist Systematic Strategies, LLC | Reduced | $471.0k4.7k shares |
| SIMPLEX TRADING, LLC | Reduced | $320.0k3.2k shares |
| Walleye Trading LLC | Added | $80.2k800 shares |
| GROUP ONE TRADING LLC | New | $20.0k200 shares |
Biggest puts
| SG Capital Management LLC | New | $10.0m100.0k shares |
| D. E. Shaw & Co., Inc. | Added | $5.4m53.5k shares |
| CITADEL ADVISORS LLC | Added | $4.1m41.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $3.9m38.7k shares |
| CAPITAL FUND MANAGEMENT S.A. | Reduced | $1.3m12.6k shares |
| Verition Fund Management LLC | New | $901.9k9.0k shares |
| Walleye Capital LLC | Reduced | $551.2k5.5k shares |
| JANE STREET GROUP, LLC | New | $360.8k3.6k shares |
| SIMPLEX TRADING, LLC | Reduced | $320.0k3.2k shares |
| Walleye Trading LLC | New | $200.4k2.0k 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 Q3 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q3 2024 | 0 | — | 0 | — | — |
None reported in Q3 2024.
Holders, Q3 2024
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.02% of their portfolio | 9.0m $903.2m | First filing |
| VANGUARD GROUP INC 0.01% of their portfolio | 8.0m $798.2m | Added +41.7k |
| Aristotle Capital Management, LLC 1.15% of their portfolio | 6.3m $633.8m | Reduced -4.5k |
| GREENHAVEN ASSOCIATES INC 2.98% of their portfolio | 2.5m $254.2m | Added +19.4k |
| DIMENSIONAL FUND ADVISORS LP 0.05% of their portfolio | 2.1m $211.6m | Added +296.4k |
| STATE STREET CORP 0.01% of their portfolio | 2.0m $204.0m | Reduced -7.0k |
| LSV ASSET MANAGEMENT 0.39% of their portfolio | 1.8m $183.1m | Reduced -105.3k |
| AMERICAN CENTURY COMPANIES INC 0.10% of their portfolio | 1.6m $165.0m | Added +211.6k |
| FMR LLC 0.01% of their portfolio | 1.2m $122.6m | Added +39.2k |
| Invesco Ltd. 0.02% of their portfolio | 1.2m $121.8m | Reduced -149.7k |
| ALLIANCEBERNSTEIN L.P. 0.04% of their portfolio | 1.2m $117.5m | Added +247.5k |
| MORGAN STANLEY 0.01% of their portfolio | 1.1m $114.1m | Added +161.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.1m $109.3m | Added +10.4k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 991.1k $99.3m | Added +55.5k |
| CANADA LIFE ASSURANCE Co 0.16% of their portfolio | 923.7k $92.7m | Added +28.6k |
| NORGES BANK 0.01% of their portfolio | 766.3k $76.8m | Reduced -8.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 684.2k $68.6m | Added +5.0k |
| MILLENNIUM MANAGEMENT LLC 0.05% of their portfolio | 605.2k $60.7m | Added +38.6k |
| Qube Research & Technologies Ltd 0.11% of their portfolio | 591.3k $59.3m | Added +209.0k |
| EQUITY INVESTMENT CORP 1.37% of their portfolio | 588.9k $59.0m | Added +8.6k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 563.7k $56.5m | Reduced -67.7k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 536.3k $53.7m | Reduced -8.9k |
| SEI INVESTMENTS CO 0.06% of their portfolio | 493.9k $49.5m | Added +96.9k |
| AQR CAPITAL MANAGEMENT LLC 0.06% of their portfolio | 416.2k $41.2m | Reduced -207.3k |
| CITADEL ADVISORS LLC 0.04% of their portfolio | 411.9k $41.3m | Reduced -356.1k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 391.8k $39.3m | Added +57.0k |
| HENNESSY ADVISORS INC 1.09% of their portfolio | 339.6k $34.0m | Added +42.3k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.12% of their portfolio | 321.2k $32.2m | Added +275.2k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 317.1k $31.8m | Added +3.6k |
| VICTORY CAPITAL MANAGEMENT INC 0.03% of their portfolio | 293.1k $29.4m | Added +10.3k |
| FIRST TRUST ADVISORS LP 0.03% of their portfolio | 279.6k $28.0m | Added +31.2k |
| Balyasny Asset Management L.P. 0.06% of their portfolio | 250.8k $25.1m | Added +225.4k |
| Assenagon Asset Management S.A. 0.05% of their portfolio | 240.2k $24.1m | Added +233.2k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 225.8k $22.6m | Added +11.8k |
| Bragg Financial Advisors, Inc 0.86% of their portfolio | 209.3k $21.0m | Added +221 |
| UBS Group AG 0.01% of their portfolio | 197.9k $19.8m | Added +85.9k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 189.6k $19.0m | Reduced -2.8k |
| Squarepoint Ops LLC 0.06% of their portfolio | 187.9k $18.8m | Added +77.8k |
| CIBC Private Wealth Group LLC 0.03% of their portfolio | 175.7k $17.6m | Reduced -735 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 166.0k $16.6m | Reduced -12.6k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 164.2k $16.4m | Reduced -1.5k |
| MACQUARIE GROUP LTD 0.02% of their portfolio | 163.4k $16.4m | Reduced -1.7k |
| Skylands Capital, LLC 2.18% of their portfolio | 160.7k $16.1m | Added +1.6k |
| BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio | 160.1k $16.0m | Added +97.3k |
| TWO SIGMA INVESTMENTS, LP 0.04% of their portfolio | 156.6k $15.7m | Added +14.5k |
| DAVIS R M INC 0.29% of their portfolio | 151.6k $15.2m | Reduced -8.6k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 150.7k $15.1m | Reduced -67.1k |
| Capital World Investors 0.00% of their portfolio | 150.0k $15.0m | Unchanged |
| HORIZON KINETICS ASSET MANAGEMENT LLC 0.21% of their portfolio | 141.1k $14.1m | Added +4.7k |
| M&G PLC 0.07% of their portfolio | 137.7k $13.8m | Added +9.1k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 135.5k $13.6m | Reduced -5.8k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 134.5k $13.5m | Added +114.1k |
| Swiss National Bank 0.01% of their portfolio | 127.7k $12.8m | Reduced -1.3k |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 125.0k $12.5m | Added +74.8k |
| RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio | 123.3k $12.4m | Added +18.2k |
| ALGERT GLOBAL LLC 0.33% of their portfolio | 121.1k $12.1m | Added +31.0k |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.21% of their portfolio | 119.0k $11.9m | Added +7.7k |
| TWO SIGMA ADVISERS, LP 0.03% of their portfolio | 118.7k $11.9m | Reduced -65.0k |
| Legal & General Group Plc 0.00% of their portfolio | 116.2k $11.6m | Added +3.2k |
| HighTower Advisors, LLC 0.02% of their portfolio | 112.0k $11.3m | Added +1.3k |
| BARCLAYS PLC 0.00% of their portfolio | 111.7k $11.2m | Added +32.4k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 108.5k $10.9m | Reduced -50.2k |
| California Public Employees Retirement System 0.01% of their portfolio | 105.1k $10.5m | Reduced -27.5k |
| OBERWEIS ASSET MANAGEMENT INC/ 0.54% of their portfolio | 104.2k $10.4m | Reduced -78.5k |
| Banco Santander, S.A. 0.12% of their portfolio | 101.0k $10.1m | Unchanged |
| JANE STREET GROUP, LLC 0.02% of their portfolio | 96.4k $9.7m | Added +35.7k |
| SYSTEMATIC FINANCIAL MANAGEMENT LP 0.24% of their portfolio | 92.7k $9.3m | Added +1.5k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 86.7k $8.7m | Reduced -843 |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 84.7k $8.5m | Reduced -2.8k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.02% of their portfolio | 81.7k $8.2m | Added +2.5k |
| Retirement Systems of Alabama 0.03% of their portfolio | 79.1k $7.9m | Reduced -1.7k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 78.6k $7.9m | Added +22.7k |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 77.3k $7.7m | Added +1.5k |
| Corebridge Financial, Inc. 0.04% of their portfolio | 77.0k $7.7m | Reduced -5.8k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.17% of their portfolio | 74.6k $7.5m | Added +9.4k |
| NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio | 72.2k $7.2m | Reduced -4.2k |
| CAPITAL FUND MANAGEMENT S.A. 0.08% of their portfolio | 70.1k $7.0m | Added +9.6k |
| AXA S.A. 0.02% of their portfolio | 69.2k $6.9m | Reduced -51.8k |
| NISA INVESTMENT ADVISORS, LLC 0.04% of their portfolio | 68.7k $6.9m | Unchanged |
| Verition Fund Management LLC 0.05% of their portfolio | 68.2k $6.8m | Added +32.7k |
| Edgestream Partners, L.P. 0.30% of their portfolio | 68.0k $6.8m | Added +59.6k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio | 64.2k $6.4m | Unchanged |
| Sterling Capital Management LLC 0.08% of their portfolio | 63.8k $6.4m | First filing |
| NORTH STAR ASSET MANAGEMENT INC 0.29% of their portfolio | 63.5k $6.4m | Added +56.4k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 63.4k $6.4m | New |
| NFJ INVESTMENT GROUP, LLC 0.19% of their portfolio | 63.3k $6.3m | Added +36.5k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 62.6k $6.3m | Reduced -2.1k |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 1.39% of their portfolio | 61.9k $6.2m | Reduced -56.4k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 60.9k $6.1m | Added +922 |
| Quantinno Capital Management LP 0.08% of their portfolio | 60.8k $6.1m | Added +12.4k |
| TUDOR INVESTMENT CORP ET AL 0.07% of their portfolio | 60.1k $6.0m | Added +49.6k |
| Hudson Bay Capital Management LP 0.04% of their portfolio | 59.9k $6.0m | Added +15.9k |
| South Dakota Investment Council 0.11% of their portfolio | 57.0k $5.7m | Unchanged |
| SG Capital Management LLC 0.81% of their portfolio | 55.8k $5.6m | New |
| BURNEY CO/ 0.20% of their portfolio | 55.5k $5.6m | Reduced -24.3k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.02% of their portfolio | 55.3k $5.5m | Added +38.9k |
| Engineers Gate Manager LP 0.11% of their portfolio | 54.1k $5.4m | Added +37.0k |
| Holocene Advisors, LP 0.02% of their portfolio | 53.6k $5.4m | New |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 53.0k $5.3m | Reduced -2.3k |
| TWINBEECH CAPITAL LP 0.10% of their portfolio | 52.9k $5.3m | New |