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 ($20.1m this quarter). Holder counts are more reliable. Shares outstanding: 62.4m as of 2026-05-01, 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 ≈ $146.77. Options: 14 managers hold calls ($45.5m notional), 13 hold puts ($24.7m).
Trends to Q1 2026
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 |
| Q1 2026 | 590 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q1 2026 | 309 | 248 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $87.7m | $166.5m | 1.90 |
| Q3 2025 | $20.5m | $11.5m | 0.56 |
| Q4 2025 | $36.3m | $13.3m | 0.37 |
| Q1 2026 | $45.5m | $24.7m | 0.54 |
Biggest buyers
| FMR LLC | Added | +666.9k |
| Capital International Investors | New | +300.0k |
| BOWEN HANES & CO INC | New | +277.4k |
| LAZARD ASSET MANAGEMENT LLC | Added | +273.7k |
| Lodge Hill Capital, LLC | Added | +215.0k |
| BlackRock, Inc. | Added | +211.6k |
| Capital Research Global Investors | Added | +206.2k |
| RAYMOND JAMES FINANCIAL INC | Added | +125.7k |
| Point72 Asset Management, L.P. | New | +123.8k |
| FRANKLIN RESOURCES INC | Added | +84.1k |
Biggest sellers
| Southpoint Capital Advisors LP | Sold out | -1.4m |
| Allianz Asset Management GmbH | Reduced | -447.6k |
| Aristotle Capital Management, LLC | Reduced | -384.4k |
| AMERICAN CENTURY COMPANIES INC | Reduced | -323.8k |
| Capital World Investors | Sold out | -304.1k |
| Squarepoint Ops LLC | Reduced | -239.6k |
| Pacer Advisors, Inc. | Reduced | -220.3k |
| UBS Group AG | Reduced | -190.6k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Reduced | -182.8k |
| WASATCH ADVISORS LP | Reduced | -177.8k |
Biggest calls
| PEAK6 LLC | New | $12.5m84.9k shares |
| SCOPUS ASSET MANAGEMENT, L.P. | Reduced | $10.3m70.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $5.7m38.8k shares |
| CITADEL ADVISORS LLC | Added | $5.6m38.2k shares |
| SIMPLEX TRADING, LLC | Added | $2.4m16.2k shares |
| CITIGROUP INC | New | $2.2m15.0k shares |
| JANE STREET GROUP, LLC | Reduced | $1.8m12.2k shares |
| IMC-Chicago, LLC | New | $1.7m11.6k shares |
| Squarepoint Ops LLC | New | $1.1m7.4k shares |
| Twin Tree Management, LP | New | $1.1m7.2k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $6.2m42.1k shares |
| SCOPUS ASSET MANAGEMENT, L.P. | Added | $5.2m35.0k shares |
| JANE STREET GROUP, LLC | Added | $3.1m20.8k shares |
| Brevan Howard Capital Management LP | New | $2.8m19.3k shares |
| CITADEL ADVISORS LLC | Reduced | $2.4m16.1k shares |
| IMC-Chicago, LLC | New | $1.6m11.0k shares |
| Twin Tree Management, LP | New | $1.2m8.4k shares |
| DAVENPORT & Co LLC | New | $588.8k4.0k shares |
| Squarepoint Ops LLC | New | $559.4k3.8k shares |
| GROUP ONE TRADING LLC | Reduced | $397.5k2.7k 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 Q1 2026
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 |
|---|---|---|---|---|---|
| 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 | — |
| Q1 2026 | 0 | — | 2 | $862.1k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-02-27 | Khare Anupam SVP/Chief Information Officer | Sold | $676.3k4.0k shares |
| 2026-02-20 | Verich John S SVP Bus Devl and Treasurer | Sold | $185.8k1.1k 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, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.02% of their portfolio | 7.6m $1.1bn | Added +211.6k |
| Aristotle Capital Management, LLC 1.54% of their portfolio | 5.0m $736.3m | Reduced -384.4k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.03% of their portfolio | 4.2m $625.1m | First filing |
| DIMENSIONAL FUND ADVISORS LP 0.09% of their portfolio | 3.1m $449.2m | Added +46.3k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 2.8m $413.5m | First filing |
| GREENHAVEN ASSOCIATES INC 6.14% of their portfolio | 2.5m $372.6m | Added +9.7k |
| STATE STREET CORP 0.01% of their portfolio | 2.1m $309.0m | Added +13.8k |
| LSV ASSET MANAGEMENT 0.63% of their portfolio | 2.0m $292.7m | Added +74.9k |
| FMR LLC 0.02% of their portfolio | 2.0m $291.0m | Added +666.9k |
| Invesco Ltd. 0.02% of their portfolio | 1.7m $251.5m | Reduced -69.5k |
| Capital Research Global Investors 0.03% of their portfolio | 1.4m $206.0m | Added +206.2k |
| AQR CAPITAL MANAGEMENT LLC 0.09% of their portfolio | 1.4m $193.0m | Added +23.1k |
| FIRST TRUST ADVISORS LP 0.14% of their portfolio | 1.3m $190.0m | Added +76.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.3m $187.3m | Added +69.6k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 978.6k $144.1m | Added +8.5k |
| CANADA LIFE ASSURANCE Co 0.25% of their portfolio | 952.3k $140.8m | Added +19.3k |
| MORGAN STANLEY 0.01% of their portfolio | 868.7k $127.9m | Reduced -61.7k |
| ALLIANCEBERNSTEIN L.P. 0.03% of their portfolio | 809.6k $101.7m | Reduced -149.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 700.2k $103.1m | Added +12.3k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 629.6k $92.7m | Reduced -6.5k |
| EQUITY INVESTMENT CORP 1.75% of their portfolio | 607.2k $89.4m | Reduced -15.1k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 603.6k $88.9m | Added +6.7k |
| AMERICAN CENTURY COMPANIES INC 0.04% of their portfolio | 579.0k $85.2m | Reduced -323.8k |
| PANAGORA ASSET MANAGEMENT INC 0.28% of their portfolio | 507.1k $74.7m | Reduced -99.9k |
| TRUIST FINANCIAL CORP 0.09% of their portfolio | 461.9k $68.0m | Added +62.8k |
| RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio | 445.4k $65.3m | Added +125.7k |
| PZENA INVESTMENT MANAGEMENT LLC 0.21% of their portfolio | 438.9k $64.6m | Reduced -74.8k |
| SEI INVESTMENTS CO 0.05% of their portfolio | 404.2k $59.5m | Added +11.2k |
| Thrivent Financial for Lutherans 0.11% of their portfolio | 394.4k $58.1m | Reduced -31.2k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 393.0k $57.9m | First filing |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 382.3k $56.3m | Added +84.1k |
| UBS Group AG 0.01% of their portfolio | 340.2k $50.1m | Reduced -190.6k |
| LAZARD ASSET MANAGEMENT LLC 0.08% of their portfolio | 316.1k $46.5m | Added +273.7k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 313.4k $46.1m | Reduced -15.0k |
| Capital International Investors 0.01% of their portfolio | 300.0k $44.2m | New |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 289.6k $42.6m | Reduced -27.2k |
| VICTORY CAPITAL MANAGEMENT INC 0.03% of their portfolio | 283.3k $41.7m | Reduced -9.0k |
| BOWEN HANES & CO INC 0.99% of their portfolio | 277.4k $40.8m | New |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 273.3k $40.2m | Added +37.5k |
| WASATCH ADVISORS LP 0.25% of their portfolio | 260.7k $38.4m | Reduced -177.8k |
| Bragg Financial Advisors, Inc 1.20% of their portfolio | 257.4k $37.9m | Added +653 |
| MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio | 250.7k $36.9m | Added +63.3k |
| Lodge Hill Capital, LLC 6.82% of their portfolio | 240.0k $35.3m | Added +215.0k |
| Caisse de depot et placement du Quebec 0.05% of their portfolio | 198.5k $29.2m | Added +16.2k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.05% of their portfolio | 183.2k $27.0m | Reduced -23.3k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 175.5k $25.8m | Added +1.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 167.0k $24.6m | Reduced -782 |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 160.9k $22.1m | Added +4.0k |
| Federation des caisses Desjardins du Quebec 0.08% of their portfolio | 154.4k $22.7m | Reduced -30.8k |
| Allianz Asset Management GmbH 0.02% of their portfolio | 145.1k $21.4m | Reduced -447.6k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 141.2k $20.8m | Added +5.1k |
| CIBC Bancorp USA Inc. 0.03% of their portfolio | 141.1k $20.8m | First filing |
| ATLANTIC INVESTMENT MANAGEMENT, INC. 11.69% of their portfolio | 136.3k $20.1m | Reduced -18.3k |
| Skylands Capital, LLC 2.59% of their portfolio | 134.4k $19.8m | Reduced -4.7k |
| Gotham Asset Management, LLC 0.06% of their portfolio | 130.3k $19.2m | Added +45.3k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 127.2k $18.7m | Reduced -3.8k |
| California Public Employees Retirement System 0.01% of their portfolio | 126.5k $18.6m | Added +3.2k |
| CITIGROUP INC 0.01% of their portfolio | 126.3k $18.6m | Added +10.1k |
| Swiss National Bank 0.01% of their portfolio | 125.1k $18.4m | Reduced -1.2k |
| M&G PLC 0.10% of their portfolio | 125.0k $18.4m | Reduced -12.2k |
| Point72 Asset Management, L.P. 0.03% of their portfolio | 123.8k $18.2m | New |
| KENNEDY CAPITAL MANAGEMENT LLC 0.39% of their portfolio | 123.7k $18.2m | Reduced -71.5k |
| Retirement Systems of Alabama 0.06% of their portfolio | 116.0k $17.1m | Added +1.6k |
| HORIZON KINETICS ASSET MANAGEMENT LLC 0.18% of their portfolio | 115.8k $17.0m | Reduced -404 |
| HighTower Advisors, LLC 0.02% of their portfolio | 115.0k $16.9m | Added +1.7k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 112.1k $16.5m | Added +14.0k |
| GW HENSSLER & ASSOCIATES LTD 0.77% of their portfolio | 110.4k $16.2m | Reduced -2.8k |
| Quantinno Capital Management LP 0.03% of their portfolio | 102.5k $15.1m | Added +513 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP 0.34% of their portfolio | 100.3k $14.8m | Reduced -3.1k |
| Nuveen, LLC 0.00% of their portfolio | 98.4k $14.5m | Added +3.0k |
| Cerity Partners LLC 0.02% of their portfolio | 93.4k $13.8m | Added +8.6k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% of their portfolio | 89.1k $13.1m | Added +10.4k |
| Legal & General Group Plc 0.00% of their portfolio | 87.7k $12.9m | Reduced -11.0k |
| IEQ CAPITAL, LLC 0.06% of their portfolio | 84.9k $12.5m | Added +13.5k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 80.4k $11.8m | Reduced -19.9k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 77.2k $11.4m | Reduced -2.3k |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.21% of their portfolio | 76.9k $11.3m | Reduced -3.8k |
| Empowered Funds, LLC 0.07% of their portfolio | 74.6k $11.0m | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 74.2k $10.9m | Added +13.3k |
| SG Americas Securities, LLC 0.01% of their portfolio | 72.8k $10.7m | Added +24.5k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 70.4k $10.4m | Added +59.7k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.04% of their portfolio | 69.7k $10.3m | Reduced -182.8k |
| Covea Finance 0.36% of their portfolio | 69.1k $10.2m | Reduced -13.3k |
| JUPITER ASSET MANAGEMENT LTD 0.05% of their portfolio | 67.6k $9.9m | Unchanged |
| Advisors Asset Management, Inc. 0.16% of their portfolio | 66.8k $9.8m | Added +8.6k |
| NISA INVESTMENT ADVISORS, LLC 0.04% of their portfolio | 64.9k $9.6m | Added +14.7k |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 64.3k $9.5m | Added +3.4k |
| Bahl & Gaynor LLC 0.04% of their portfolio | 57.7k $8.5m | Reduced -22.9k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.03% of their portfolio | 57.6k $8.5m | Reduced -4.2k |
| Sterling Capital Management LLC 0.16% of their portfolio | 57.4k $8.5m | Reduced -18.3k |
| Baker Ellis Asset Management LLC 0.99% of their portfolio | 56.7k $8.3m | Reduced -28 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.02% of their portfolio | 56.1k $8.3m | Reduced -295 |
| Allspring Global Investments Holdings, LLC 0.01% of their portfolio | 55.7k $8.3m | Added +30.4k |
| Y-Intercept (Hong Kong) Ltd 0.15% of their portfolio | 54.6k $8.0m | Added +25.0k |
| ALTRINSIC GLOBAL ADVISORS LLC 0.28% of their portfolio | 53.9k $7.9m | Reduced -29.5k |
| Baird Financial Group, Inc. 0.01% of their portfolio | 51.9k $7.6m | Added +7.7k |
| Man Group plc 0.02% of their portfolio | 51.8k $7.6m | Added +15.5k |
| State of Alaska, Department of Revenue 0.08% of their portfolio | 50.3k $7.4m | Unchanged |
| GHP Investment Advisors, Inc. 0.30% of their portfolio | 50.2k $7.4m | Added +3.1k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.01% of their portfolio | 50.1k $7.4m | First filing |