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 ($18.4m this quarter). Holder counts are more reliable. Shares outstanding: 62.5m as of 2026-02-10, 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 ≈ $125.70. Options: 9 managers hold calls ($36.3m notional), 8 hold puts ($13.3m).
Trends to Q4 2025
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 |
| Q1 2025 | 504 |
| Q2 2025 | 492 |
| Q3 2025 | 572 |
| Q4 2025 | 560 |
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 2024 | 222 | 218 |
| Q2 2024 | 235 | 217 |
| Q3 2024 | 247 | 213 |
| Q4 2024 | 198 | 260 |
| Q1 2025 | 267 | 205 |
| Q2 2025 | 240 | 269 |
| Q3 2025 | 295 | 220 |
| Q4 2025 | 244 | 286 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2025 | $14.0m | $9.5m | 0.68 |
| Q2 2025 | $87.7m | $166.5m | 1.90 |
| Q3 2025 | $20.5m | $11.5m | 0.56 |
| Q4 2025 | $36.3m | $13.3m | 0.37 |
Biggest buyers
| Southpoint Capital Advisors LP | New | +1.4m |
| FIRST TRUST ADVISORS LP | Added | +975.2k |
| Capital Research Global Investors | Added | +704.0k |
| WASATCH ADVISORS LP | Added | +429.0k |
| Thrivent Financial for Lutherans | Added | +404.8k |
| TRUIST FINANCIAL CORP | Added | +379.1k |
| Allianz Asset Management GmbH | Added | +375.3k |
| PANAGORA ASSET MANAGEMENT INC | Added | +362.2k |
| Invesco Ltd. | Added | +300.8k |
| Pacer Advisors, Inc. | Added | +216.1k |
Biggest sellers
| Qube Research & Technologies Ltd | Reduced | -371.9k |
| Aristotle Capital Management, LLC | Reduced | -233.8k |
| JANE STREET GROUP, LLC | Reduced | -230.7k |
| MACQUARIE GROUP LTD | Sold out | -202.8k |
| JPMORGAN CHASE & CO | Reduced | -194.6k |
| VANGUARD GROUP INC | Reduced | -191.9k |
| Point72 Asset Management, L.P. | Sold out | -175.1k |
| Amundi | Reduced | -172.3k |
| FMR LLC | Reduced | -170.1k |
| NFJ INVESTMENT GROUP, LLC | Sold out | -143.5k |
Biggest calls
| SCOPUS ASSET MANAGEMENT, L.P. | New | $18.2m145.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $7.5m59.9k shares |
| CITADEL ADVISORS LLC | Reduced | $4.7m37.5k shares |
| JANE STREET GROUP, LLC | Reduced | $2.3m18.1k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $1.7m13.9k shares |
| GROUP ONE TRADING LLC | Added | $1.3m10.7k shares |
| Walleye Trading LLC | Reduced | $201.0k1.6k shares |
| Walleye Capital LLC | Added | $138.2k1.1k shares |
| SIMPLEX TRADING, LLC | Reduced | $125.6k1.0k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $5.3m42.3k shares |
| SCOPUS ASSET MANAGEMENT, L.P. | New | $3.1m25.0k shares |
| CITADEL ADVISORS LLC | Reduced | $2.2m17.7k shares |
| JANE STREET GROUP, LLC | Added | $1.1m9.1k shares |
| GROUP ONE TRADING LLC | Added | $678.4k5.4k shares |
| Walleye Trading LLC | Added | $615.6k4.9k shares |
| Walleye Capital LLC | Reduced | $100.5k800 shares |
| SIMPLEX TRADING, LLC | Added | $62.8k500 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 2025
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 2024 | 0 | — | 1 | $471.6k | — |
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 4 | $4.2m | — |
| Q4 2025 | 0 | — | 1 | $995.3k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-11-21 | Cortina Ignacio A EVP, CL&AO & Secretary | Sold | $995.3k8.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q4 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.01% of their portfolio | 7.8m $975.6m | Reduced -191.9k |
| BlackRock, Inc. 0.02% of their portfolio | 7.3m $923.3m | Added +161.8k |
| Aristotle Capital Management, LLC 1.35% of their portfolio | 5.4m $676.7m | Reduced -233.8k |
| DIMENSIONAL FUND ADVISORS LP 0.08% of their portfolio | 3.0m $377.5m | Added +175.1k |
| GREENHAVEN ASSOCIATES INC 5.13% of their portfolio | 2.5m $316.8m | Reduced -5.3k |
| STATE STREET CORP 0.01% of their portfolio | 2.1m $262.0m | Reduced -62.3k |
| LSV ASSET MANAGEMENT 0.52% of their portfolio | 1.9m $240.4m | Added +17.9k |
| Invesco Ltd. 0.02% of their portfolio | 1.8m $223.3m | Added +300.8k |
| Southpoint Capital Advisors LP 4.09% of their portfolio | 1.4m $175.9m | New |
| AQR CAPITAL MANAGEMENT LLC 0.09% of their portfolio | 1.3m $168.5m | Reduced -14.8k |
| FMR LLC 0.01% of their portfolio | 1.3m $164.6m | Reduced -170.1k |
| FIRST TRUST ADVISORS LP 0.11% of their portfolio | 1.2m $152.5m | Added +975.2k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.2m $151.1m | Added +931 |
| Capital Research Global Investors 0.03% of their portfolio | 1.2m $149.9m | Added +704.0k |
| NORGES BANK 0.01% of their portfolio | 1.0m $127.9m | Not comparable |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 970.1k $121.9m | Reduced -121.7k |
| ALLIANCEBERNSTEIN L.P. 0.04% of their portfolio | 959.4k $120.5m | Added +45.9k |
| CANADA LIFE ASSURANCE Co 0.20% of their portfolio | 933.0k $117.3m | Added +40.2k |
| MORGAN STANLEY 0.01% of their portfolio | 930.3k $116.9m | Added +46.7k |
| AMERICAN CENTURY COMPANIES INC 0.06% of their portfolio | 902.8k $113.4m | Reduced -62.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 687.9k $86.4m | Reduced -8.2k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 636.1k $79.9m | Added +97.6k |
| EQUITY INVESTMENT CORP 1.58% of their portfolio | 622.3k $78.2m | Reduced -155 |
| PANAGORA ASSET MANAGEMENT INC 0.27% of their portfolio | 607.0k $76.3m | Added +362.2k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 596.9k $75.0m | Reduced -24.9k |
| Allianz Asset Management GmbH 0.09% of their portfolio | 592.7k $74.5m | Added +375.3k |
| UBS Group AG 0.01% of their portfolio | 530.8k $66.7m | Reduced -72.2k |
| PZENA INVESTMENT MANAGEMENT LLC 0.19% of their portfolio | 513.6k $64.5m | Reduced -892 |
| WASATCH ADVISORS LP 0.33% of their portfolio | 438.5k $55.1m | Added +429.0k |
| Thrivent Financial for Lutherans 0.09% of their portfolio | 425.6k $53.5m | Added +404.8k |
| TRUIST FINANCIAL CORP 0.07% of their portfolio | 399.0k $50.1m | Added +379.1k |
| SEI INVESTMENTS CO 0.05% of their portfolio | 393.0k $49.4m | Reduced -64.9k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 328.4k $41.3m | Reduced -6.1k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 319.7k $40.2m | Added +93.5k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 316.8k $39.8m | Reduced -41.3k |
| Capital World Investors 0.01% of their portfolio | 304.1k $38.2m | Reduced -205 |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 298.2k $37.5m | Added +197.8k |
| VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio | 292.3k $36.7m | Added +30.7k |
| Bragg Financial Advisors, Inc 1.05% of their portfolio | 256.7k $32.3m | Added +733 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.11% of their portfolio | 252.5k $31.7m | Added +38.6k |
| Squarepoint Ops LLC 0.06% of their portfolio | 248.5k $31.2m | Added +209.4k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 235.8k $29.6m | Added +87.3k |
| Pacer Advisors, Inc. 0.07% of their portfolio | 227.8k $28.6m | Added +216.1k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.04% of their portfolio | 206.5k $25.9m | First filing |
| KENNEDY CAPITAL MANAGEMENT LLC 0.52% of their portfolio | 195.3k $24.5m | Added +56.9k |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 187.4k $23.5m | Added +36.6k |
| Federation des caisses Desjardins du Quebec 0.09% of their portfolio | 185.2k $23.3m | Added +6.3k |
| Caisse de depot et placement du Quebec 0.04% of their portfolio | 182.3k $22.9m | Added +150.5k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 173.6k $21.8m | Reduced -6.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 167.7k $21.1m | Reduced -18.5k |
| BANK OF NOVA SCOTIA 0.03% of their portfolio | 165.9k $20.8m | Added +71.2k |
| Qube Research & Technologies Ltd 0.03% of their portfolio | 163.6k $20.6m | Reduced -371.9k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 156.8k $19.7m | Reduced -194.6k |
| ATLANTIC INVESTMENT MANAGEMENT, INC. 10.93% of their portfolio | 154.6k $19.4m | Added +5.5k |
| CIBC Private Wealth Group LLC 0.03% of their portfolio | 151.6k $19.0m | Reduced -9.4k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 149.8k $18.8m | Added +8.9k |
| Skylands Capital, LLC 2.37% of their portfolio | 139.1k $17.5m | Reduced -6.7k |
| M&G PLC 0.09% of their portfolio | 137.3k $17.3m | Added +7.6k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 136.1k $17.1m | Reduced -6.1k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 131.0k $16.5m | Added +14.9k |
| Swiss National Bank 0.01% of their portfolio | 126.3k $15.9m | Added +1.6k |
| California Public Employees Retirement System 0.01% of their portfolio | 123.3k $15.5m | Reduced -290 |
| BARCLAYS PLC 0.01% of their portfolio | 116.4k $14.6m | Added +4.7k |
| HORIZON KINETICS ASSET MANAGEMENT LLC 0.20% of their portfolio | 116.2k $14.6m | Reduced -507 |
| CITIGROUP INC 0.01% of their portfolio | 116.2k $14.6m | Added +51.9k |
| River Road Asset Management, LLC 0.16% of their portfolio | 115.1k $14.5m | Reduced -2.7k |
| Retirement Systems of Alabama 0.05% of their portfolio | 114.4k $14.4m | Reduced -1.5k |
| HighTower Advisors, LLC 0.02% of their portfolio | 113.3k $14.2m | Added +3.0k |
| GW HENSSLER & ASSOCIATES LTD 0.68% of their portfolio | 113.2k $14.2m | Reduced -6.4k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 103.6k $13.0m | Reduced -141.0k |
| SYSTEMATIC FINANCIAL MANAGEMENT LP 0.31% of their portfolio | 103.4k $13.0m | Added +2.6k |
| Quantinno Capital Management LP 0.03% of their portfolio | 102.0k $12.8m | Reduced -6.6k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 100.3k $12.6m | Reduced -4.8k |
| Legal & General Group Plc 0.00% of their portfolio | 98.6k $12.4m | Reduced -13.8k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 98.0k $12.3m | Added +50.9k |
| Nuveen, LLC 0.00% of their portfolio | 95.3k $12.0m | Reduced -80.8k |
| Corient Private Wealth LP 0.01% of their portfolio | 92.6k $11.6m | Added +42.1k |
| Amundi 0.00% of their portfolio | 85.9k $10.8m | Reduced -172.3k |
| Gotham Asset Management, LLC 0.04% of their portfolio | 85.0k $10.7m | Added +53.5k |
| Cerity Partners LLC 0.02% of their portfolio | 84.8k $10.7m | Reduced -2.3k |
| ALTRINSIC GLOBAL ADVISORS LLC 0.38% of their portfolio | 83.4k $10.5m | Reduced -1.6k |
| Covea Finance 0.34% of their portfolio | 82.4k $10.4m | Added +4.8k |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.18% of their portfolio | 80.7k $10.1m | Reduced -5.7k |
| Bahl & Gaynor LLC 0.05% of their portfolio | 80.6k $10.1m | Added +17.5k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 79.5k $10.0m | Reduced -2.7k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% of their portfolio | 78.7k $9.9m | Added +6.0k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 77.3k $9.7m | Added +56.0k |
| Sterling Capital Management LLC 0.15% of their portfolio | 75.7k $9.5m | Reduced -1.5k |
| SCOPUS ASSET MANAGEMENT, L.P. 0.26% of their portfolio | 74.0k $9.3m | New |
| TOWLE & CO 2.44% of their portfolio | 73.6k $9.2m | Added +18.7k |
| IEQ CAPITAL, LLC 0.03% of their portfolio | 71.4k $9.0m | Reduced -37.2k |
| Bridgewater Associates, LP 0.03% of their portfolio | 69.2k $8.7m | Added +30.2k |
| JUPITER ASSET MANAGEMENT LTD 0.07% of their portfolio | 67.6k $8.5m | Added +43.3k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.01% of their portfolio | 66.0k $8.3m | Reduced -17.3k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.03% of their portfolio | 64.3k $8.1m | Added +37.8k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.02% of their portfolio | 61.9k $7.8m | Reduced -976 |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 60.9k $7.6m | Reduced -9.4k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 60.8k $7.6m | Reduced -127 |
| Kingsview Wealth Management, LLC 0.11% of their portfolio | 59.2k $7.4m | New |
| Advisors Asset Management, Inc. 0.12% of their portfolio | 58.2k $7.3m | Added +1.3k |