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 ($24.7m this quarter). Holder counts are more reliable. Shares outstanding: 64.5m as of 2025-02-13, 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 ≈ $95.06. Options: 9 managers hold calls ($12.4m notional), 9 hold puts ($13.8m).
Trends to Q4 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 |
| Q4 2024 | 478 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q4 2024 | 198 | 260 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2024 | $17.8m | $16.6m | 0.93 |
| Q2 2024 | $21.3m | $15.8m | 0.74 |
| Q3 2024 | $22.5m | $27.0m | 1.20 |
| Q4 2024 | $12.4m | $13.8m | 1.11 |
Biggest buyers
| AMERICAN CENTURY COMPANIES INC | Added | +384.1k |
| CITADEL ADVISORS LLC | Added | +363.8k |
| UBS Group AG | Added | +280.7k |
| Point72 Asset Management, L.P. | New | +273.1k |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | New | +244.9k |
| ATLANTIC INVESTMENT MANAGEMENT, INC. | New | +230.0k |
| Balyasny Asset Management L.P. | Added | +211.2k |
| DIMENSIONAL FUND ADVISORS LP | Added | +206.4k |
| BNP PARIBAS FINANCIAL MARKETS | Added | +193.6k |
| VANGUARD GROUP INC | Added | +176.4k |
Biggest sellers
| BlackRock, Inc. | Reduced | -1.0m |
| HENNESSY ADVISORS INC | Sold out | -339.6k |
| JPMORGAN CHASE & CO | Reduced | -229.4k |
| LSV ASSET MANAGEMENT | Reduced | -211.5k |
| Qube Research & Technologies Ltd | Reduced | -202.6k |
| ALLIANCEBERNSTEIN L.P. | Reduced | -172.0k |
| MORGAN STANLEY | Reduced | -125.0k |
| BANK OF AMERICA CORP /DE/ | Reduced | -115.9k |
| OBERWEIS ASSET MANAGEMENT INC/ | Sold out | -104.2k |
| Aristotle Capital Management, LLC | Reduced | -94.7k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $4.8m50.0k shares |
| CITADEL ADVISORS LLC | Reduced | $4.7m49.2k shares |
| JANE STREET GROUP, LLC | Reduced | $969.7k10.2k shares |
| WOLVERINE TRADING, LLC | New | $705.8k7.5k shares |
| Walleye Capital LLC | Reduced | $465.8k4.9k shares |
| SIMPLEX TRADING, LLC | Added | $456.0k4.8k shares |
| Cubist Systematic Strategies, LLC | Reduced | $275.7k2.9k shares |
| Walleye Trading LLC | Added | $123.6k1.3k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| D. E. Shaw & Co., Inc. | Unchanged | $5.1m53.5k shares |
| CITADEL ADVISORS LLC | Added | $4.2m43.9k shares |
| WOLVERINE TRADING, LLC | New | $1.9m20.7k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.3m14.1k shares |
| Walleye Capital LLC | Added | $675.0k7.1k shares |
| SIMPLEX TRADING, LLC | Added | $332.0k3.5k shares |
| Walleye Trading LLC | Reduced | $123.6k1.3k shares |
| GROUP ONE TRADING LLC | New | $104.6k1.1k 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 Q4 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q4 2024 | 0 | — | 0 | — | — |
None reported in Q4 2024.
Holders, Q4 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.01% of their portfolio | 8.1m $774.0m | Added +176.4k |
| BlackRock, Inc. 0.02% of their portfolio | 8.0m $759.5m | Reduced -1.0m |
| Aristotle Capital Management, LLC 1.14% of their portfolio | 6.2m $592.3m | Reduced -94.7k |
| GREENHAVEN ASSOCIATES INC 3.59% of their portfolio | 2.6m $242.6m | Added +15.6k |
| DIMENSIONAL FUND ADVISORS LP 0.05% of their portfolio | 2.3m $220.3m | Added +206.4k |
| STATE STREET CORP 0.01% of their portfolio | 2.1m $197.7m | Added +43.8k |
| AMERICAN CENTURY COMPANIES INC 0.11% of their portfolio | 2.0m $193.0m | Added +384.1k |
| LSV ASSET MANAGEMENT 0.35% of their portfolio | 1.6m $153.6m | Reduced -211.5k |
| FMR LLC 0.01% of their portfolio | 1.4m $131.5m | Added +159.7k |
| Invesco Ltd. 0.02% of their portfolio | 1.2m $118.2m | Added +27.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.1m $107.5m | Added +40.3k |
| MORGAN STANLEY 0.01% of their portfolio | 1.0m $96.3m | Reduced -125.0k |
| ALLIANCEBERNSTEIN L.P. 0.03% of their portfolio | 1.0m $95.1m | Reduced -172.0k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 875.1k $83.2m | Reduced -115.9k |
| CANADA LIFE ASSURANCE Co 0.14% of their portfolio | 872.4k $82.8m | Reduced -51.4k |
| CITADEL ADVISORS LLC 0.07% of their portfolio | 775.7k $73.7m | Added +363.8k |
| NORGES BANK 0.01% of their portfolio | 764.6k $72.7m | Reduced -1.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 683.0k $64.9m | Reduced -1.1k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 655.6k $62.3m | Added +119.3k |
| EQUITY INVESTMENT CORP 1.33% of their portfolio | 599.0k $56.9m | Added +10.1k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 574.8k $54.6m | Added +11.1k |
| SEI INVESTMENTS CO 0.06% of their portfolio | 528.9k $50.3m | Added +35.1k |
| MILLENNIUM MANAGEMENT LLC 0.04% of their portfolio | 515.5k $49.0m | Reduced -89.7k |
| UBS Group AG 0.01% of their portfolio | 478.6k $45.5m | Added +280.7k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.16% of their portfolio | 476.4k $45.3m | Added +155.2k |
| Balyasny Asset Management L.P. 0.10% of their portfolio | 462.0k $43.9m | Added +211.2k |
| Qube Research & Technologies Ltd 0.06% of their portfolio | 388.8k $37.0m | Reduced -202.6k |
| AQR CAPITAL MANAGEMENT LLC 0.05% of their portfolio | 371.2k $35.1m | Reduced -44.9k |
| BNP PARIBAS FINANCIAL MARKETS 0.03% of their portfolio | 353.7k $33.6m | Added +193.6k |
| FIRST TRUST ADVISORS LP 0.03% of their portfolio | 347.3k $33.0m | Added +67.8k |
| Assenagon Asset Management S.A. 0.05% of their portfolio | 312.1k $29.7m | Added +71.9k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 302.9k $28.8m | Reduced -14.1k |
| VICTORY CAPITAL MANAGEMENT INC 0.03% of their portfolio | 299.0k $28.4m | Added +6.0k |
| Point72 Asset Management, L.P. 0.07% of their portfolio | 273.1k $26.0m | New |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 0.22% of their portfolio | 244.9k $23.3m | New |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 238.5k $22.7m | Added +12.7k |
| Squarepoint Ops LLC 0.06% of their portfolio | 231.6k $22.0m | Added +43.7k |
| Bragg Financial Advisors, Inc 0.89% of their portfolio | 230.1k $21.9m | Added +20.8k |
| ATLANTIC INVESTMENT MANAGEMENT, INC. 10.56% of their portfolio | 230.0k $21.9m | New |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 186.9k $17.8m | Reduced -2.7k |
| Federation des caisses Desjardins du Quebec 0.09% of their portfolio | 182.0k $17.3m | Added +162.1k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 174.1k $16.5m | Added +8.1k |
| CIBC Private Wealth Group LLC 0.03% of their portfolio | 169.1k $15.6m | Reduced -6.7k |
| MACQUARIE GROUP LTD 0.02% of their portfolio | 164.8k $15.7m | Added +1.4k |
| Skylands Capital, LLC 2.19% of their portfolio | 164.7k $15.7m | Added +4.1k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 162.4k $15.4m | Reduced -229.4k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 161.2k $15.3m | Reduced -3.0k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 157.0k $14.9m | Added +21.4k |
| Capital World Investors 0.00% of their portfolio | 150.0k $14.3m | Unchanged |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 149.2k $14.2m | Reduced -1.5k |
| M&G PLC 0.09% of their portfolio | 145.9k $13.9m | Added +8.2k |
| ALGERT GLOBAL LLC 0.32% of their portfolio | 144.2k $13.7m | Added +23.2k |
| BARCLAYS PLC 0.01% of their portfolio | 141.4k $13.4m | Added +29.7k |
| HORIZON KINETICS ASSET MANAGEMENT LLC 0.17% of their portfolio | 140.1k $13.3m | Reduced -1.0k |
| Swiss National Bank 0.01% of their portfolio | 127.7k $12.1m | Unchanged |
| Cubist Systematic Strategies, LLC 0.19% of their portfolio | 125.7k $12.0m | Added +99.5k |
| Legal & General Group Plc 0.00% of their portfolio | 112.7k $10.7m | Reduced -3.5k |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.19% of their portfolio | 111.6k $10.6m | Reduced -7.4k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 108.6k $10.3m | Added +117 |
| HighTower Advisors, LLC 0.01% of their portfolio | 107.3k $10.2m | Reduced -4.7k |
| TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio | 106.2k $10.1m | Reduced -50.4k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.21% of their portfolio | 100.5k $9.6m | Added +25.9k |
| California Public Employees Retirement System 0.01% of their portfolio | 94.2k $9.0m | Reduced -10.9k |
| Banco Santander, S.A. 0.11% of their portfolio | 93.2k $8.9m | Reduced -7.9k |
| Freestone Grove Partners LP 0.11% of their portfolio | 90.7k $8.6m | First filing |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 89.1k $8.5m | First filing |
| DAVIS R M INC 0.16% of their portfolio | 87.2k $8.3m | Reduced -64.4k |
| TUDOR INVESTMENT CORP ET AL 0.09% of their portfolio | 87.0k $8.3m | Added +26.9k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 86.5k $8.2m | Reduced -200 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP 0.20% of their portfolio | 84.1k $8.0m | Reduced -8.6k |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 82.1k $7.8m | Reduced -2.7k |
| TWO SIGMA ADVISERS, LP 0.02% of their portfolio | 80.8k $7.7m | Reduced -37.9k |
| Retirement Systems of Alabama 0.03% of their portfolio | 79.1k $7.5m | Added +51 |
| Corebridge Financial, Inc. 0.04% of their portfolio | 73.6k $7.0m | Reduced -3.3k |
| Quantinno Capital Management LP 0.07% of their portfolio | 72.8k $6.9m | Added +12.0k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 68.9k $6.5m | Added +8.0k |
| NISA INVESTMENT ADVISORS, LLC 0.03% of their portfolio | 68.7k $6.5m | Unchanged |
| CAPITAL FUND MANAGEMENT S.A. 0.06% of their portfolio | 67.6k $6.4m | Reduced -2.5k |
| NATIXIS ADVISORS, LLC 0.01% of their portfolio | 67.3k $6.4m | Added +49.4k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 67.3k $6.4m | Reduced -67.2k |
| Sterling Capital Management LLC 0.08% of their portfolio | 64.7k $6.2m | Added +915 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio | 64.1k $6.1m | Reduced -130 |
| NFJ INVESTMENT GROUP, LLC 0.19% of their portfolio | 62.8k $6.0m | Reduced -512 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 60.9k $5.8m | Reduced -1.7k |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 1.27% of their portfolio | 57.7k $5.5m | Reduced -4.2k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% of their portfolio | 57.0k $5.4m | First filing |
| South Dakota Investment Council 0.11% of their portfolio | 57.0k $5.4m | Unchanged |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 55.8k $5.3m | Reduced -69.1k |
| Hudson Bay Capital Management LP 0.03% of their portfolio | 55.4k $5.3m | Reduced -4.5k |
| Advisors Asset Management, Inc. 0.10% of their portfolio | 55.0k $5.2m | Added +4.8k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.02% of their portfolio | 54.8k $5.2m | Reduced -468 |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 53.4k $5.1m | Reduced -43.0k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 52.1k $5.0m | Reduced -878 |
| MAIRS & POWER INC 0.05% of their portfolio | 50.3k $4.8m | Reduced -20 |
| Greenwich Wealth Management LLC 0.33% of their portfolio | 49.6k $4.7m | Added +29 |
| ExodusPoint Capital Management, LP 0.05% of their portfolio | 49.5k $4.7m | Added +417 |
| Corient Private Wealth LP 0.01% of their portfolio | 48.0k $4.6m | Reduced -4.0k |
| BURNEY CO/ 0.15% of their portfolio | 45.4k $4.3m | Reduced -10.0k |
| Galibier Capital Management Ltd. 1.23% of their portfolio | 45.2k $4.3m | Unchanged |
| NORTH STAR ASSET MANAGEMENT INC 0.19% of their portfolio | 44.9k $4.3m | Reduced -18.5k |