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Institutional Ownership · SEC Form 13F

Who owns Oshkosh (OSK)


Which tracked institutional funds hold OSK, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See OSK company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

562
Institutional holders
60M
Shares held (tracked funds)
95.7%
Of shares outstanding

How the tape is positioned

136 tracked funds added or opened OSK while 101 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

OSK’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes OSK more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in OSK divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, across 562 tracked filers holding OSK, 294 increased or opened the position and 288 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in OSK between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 22

  • RICE HALL JAMES & ASSOCIATES, LLC$16M
  • Jain Global LLC$8M
  • IFG Advisory, LLC$7M
  • Jupiter Topco LLC$6M
  • Redwood Grove Capital, LLC$5M
  • BW Gestao de Investimentos Ltda.$5M

Full exits 56

  • LSV ASSET MANAGEMENT$293M
  • CANADA LIFE ASSURANCE Co$141M
  • Thrivent Financial for Lutherans$58M
  • HighTower Advisors, LLC$17M
  • NEW YORK STATE TEACHERS RETIREMENT SYSTEM$11M
  • SG Americas Securities, LLC$11M

Largest adds

  • AQR CAPITAL MANAGEMENT LLC$325M
  • FRANKLIN RESOURCES INC$95M
  • Capital Research Global Investors$61M
  • Invesco Ltd.$55M
  • NORGES BANK$51M
  • UBS Group AG$47M

Largest trims

  • BlackRock, Inc.$117M
  • FMR LLC$28M
  • LAZARD ASSET MANAGEMENT LLC$19M
  • RAYMOND JAMES FINANCIAL INC$19M
  • EverSource Wealth Advisors, LLC$14M
  • Aristotle Capital Management, LLC$11M

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
BlackRock, Inc. trimmed5,953,973$914M10.5%2026-Q2
Aristotle Capital Management, LLC trimmed4,726,162$725M8.3%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC added4,350,323$668M7.7%2026-Q2
AQR CAPITAL MANAGEMENT LLC added3,379,539$518M5.9%2026-Q2
DIMENSIONAL FUND ADVISORS LP added3,206,164$492M5.6%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC added2,815,376$432M5.0%2026-Q2
GREENHAVEN ASSOCIATES INC added2,558,680$393M4.5%2026-Q2
STATE STREET CORP trimmed2,084,773$320M3.7%2026-Q2
Invesco Ltd. added1,921,458$295M3.4%2026-Q2
Capital Research Global Investors added1,736,850$267M3.1%2026-Q2
FMR LLC trimmed1,701,599$261M3.0%2026-Q2
FIRST TRUST ADVISORS LP added1,400,139$215M2.5%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added1,277,120$196M2.2%2026-Q2
FRANKLIN RESOURCES INC added988,251$152M1.7%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed883,867$136M1.6%2026-Q2
NORGES BANK added858,321$132M1.5%2026-Q2
MORGAN STANLEY trimmed835,651$128M1.5%2026-Q2
ALLIANCEBERNSTEIN L.P. added824,869$121M1.4%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed685,753$105M1.2%2026-Q2
UBS Group AG added632,702$97M1.1%2026-Q2
Bank of New York Mellon Corp trimmed605,914$93M1.1%2026-Q2
NORTHERN TRUST CORP trimmed598,193$92M1.1%2026-Q2
EQUITY INVESTMENT CORP trimmed597,697$92M1.1%2026-Q2
AMERICAN CENTURY COMPANIES INC added592,037$91M1.0%2026-Q2
PANAGORA ASSET MANAGEMENT INC added550,524$84M1.0%2026-Q2
TRUIST FINANCIAL CORP added513,057$79M0.9%2026-Q2
PZENA INVESTMENT MANAGEMENT LLC trimmed415,766$64M0.7%2026-Q2
VANGUARD FIDUCIARY TRUST CO added395,050$61M0.7%2026-Q2
SEI INVESTMENTS CO trimmed347,719$53M0.6%2026-Q2
MARSHALL WACE, LLP added346,150$53M0.6%2026-Q2
VICTORY CAPITAL MANAGEMENT INC added335,826$52M0.6%2026-Q2
Capital International Investors added308,653$47M0.5%2026-Q2
RAYMOND JAMES FINANCIAL INC trimmed301,656$46M0.5%2026-Q2
WASATCH ADVISORS LP added293,645$45M0.5%2026-Q2
ROYAL BANK OF CANADA trimmed293,059$45M0.5%2026-Q2
ENVESTNET ASSET MANAGEMENT INC added278,230$43M0.5%2026-Q2
BOWEN HANES & CO INC277,380$41M0.5%2026-Q2
GOLDMAN SACHS GROUP INC trimmed270,171$41M0.5%2026-Q2
Bragg Financial Advisors, Inc trimmed257,195$39M0.5%2026-Q2
KENNEDY CAPITAL MANAGEMENT LLC added191,865$29M0.3%2026-Q2
Caisse de depot et placement du Quebec trimmed188,800$29M0.3%2026-Q2
JPMORGAN CHASE & CO added184,795$29M0.3%2026-Q2
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added184,490$28M0.3%2026-Q2
Lodge Hill Capital, LLC trimmed182,000$28M0.3%2026-Q2
LAZARD ASSET MANAGEMENT LLC trimmed179,142$27M0.3%2026-Q2
MACKENZIE FINANCIAL CORP added176,096$27M0.3%2026-Q2
MILLENNIUM MANAGEMENT LLC trimmed175,312$27M0.3%2026-Q2
RHUMBLINE ADVISERS trimmed168,245$26M0.3%2026-Q2
Federation des caisses Desjardins du Quebec added160,147$25M0.3%2026-Q2
Portolan Capital Management, LLC added157,641$24M0.3%2026-Q2
M&G PLC added156,000$24M0.3%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed146,232$22M0.3%2026-Q2
California Public Employees Retirement System added145,698$22M0.3%2026-Q2
Allianz Asset Management GmbH added145,231$21M0.2%2026-Q2
PRINCIPAL FINANCIAL GROUP INC added141,559$22M0.2%2026-Q2
CIBC Bancorp USA Inc. trimmed137,315$21M0.2%2026-Q2
AMERIPRISE FINANCIAL INC added134,611$21M0.2%2026-Q2
Skylands Capital, LLC trimmed133,579$21M0.2%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ added132,530$20M0.2%2026-Q2
IEQ CAPITAL, LLC added131,545$20M0.2%2026-Q2
Swiss National Bank added125,800$19M0.2%2026-Q2
Cerity Partners LLC added117,202$18M0.2%2026-Q2
Point72 Asset Management, L.P. trimmed114,444$18M0.2%2026-Q2
GW HENSSLER & ASSOCIATES LTD added110,566$17M0.2%2026-Q2
Covea Finance added110,030$17M0.2%2026-Q2
SYSTEMATIC FINANCIAL MANAGEMENT LP added109,236$17M0.2%2026-Q2
Quantinno Capital Management LP added107,128$16M0.2%2026-Q2
RICE HALL JAMES & ASSOCIATES, LLC new106,011$16M0.2%2026-Q2
Retirement Systems of Alabama trimmed102,989$16M0.2%2026-Q2
WEDGE CAPITAL MANAGEMENT L L P/NC added100,875$15M0.2%2026-Q2
Nuveen, LLC trimmed93,296$14M0.2%2026-Q2
WELLS FARGO & COMPANY/MN added90,114$14M0.2%2026-Q2
HORIZON KINETICS ASSET MANAGEMENT LLC trimmed88,816$14M0.2%2026-Q2
CITIGROUP INC trimmed88,023$14M0.2%2026-Q2
Universal- Beteiligungs- und Servicegesellschaft mbH trimmed84,741$13M0.1%2026-Q2
Legal & General Group Plc trimmed83,894$13M0.1%2026-Q2
ATLANTIC INVESTMENT MANAGEMENT, INC. trimmed83,700$13M0.1%2026-Q2
Gotham Asset Management, LLC trimmed82,230$13M0.1%2026-Q2
BARCLAYS PLC added82,120$13M0.1%2026-Q2
Advisors Asset Management, Inc. added78,224$12M0.1%2026-Q2
Mariner, LLC added76,020$12M0.1%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed72,729$11M0.1%2026-Q2
JUPITER ASSET MANAGEMENT LTD added72,643$11M0.1%2026-Q2
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added67,586$9M0.1%2026-Q2
Integrated Wealth Concepts LLC added63,482$10M0.1%2026-Q2
CITADEL ADVISORS LLC added62,671$10M0.1%2026-Q2
STIFEL FINANCIAL CORP trimmed60,738$9M0.1%2026-Q2
Baker Ellis Asset Management LLC added57,487$9M0.1%2026-Q2
Sterling Capital Management LLC trimmed55,453$9M0.1%2026-Q2
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM trimmed54,475$8M0.1%2026-Q2
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed54,020$8M0.1%2026-Q2
Allspring Global Investments Holdings, LLC trimmed53,471$8M0.1%2026-Q2
Baird Financial Group, Inc. added52,864$8M0.1%2026-Q2
GHP Investment Advisors, Inc. added52,508$8M0.1%2026-Q2
VANGUARD ASSET MANAGEMENT, Ltd added51,540$8M0.1%2026-Q2
Jain Global LLC new49,592$8M0.1%2026-Q2
ALTRINSIC GLOBAL ADVISORS LLC trimmed49,328$8M0.1%2026-Q2
GABELLI FUNDS LLC added48,447$7M0.1%2026-Q2
IFG Advisory, LLC added48,377$7M0.1%2026-Q2
Corient Private Wealth LP added46,058$7M0.1%2026-Q2

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership