Oshkosh

OSK • NYSE

Oshkosh is a agricultural - machinery company in the industrials sector on NYSE, led by John C. Pfeifer, with a market cap of $8.4B. As of Q3 2025, 94% of shares are held by 558 institutional investors, with VANGUARD GROUP INC as the largest holder at 12.43%.

CEOJohn C. Pfeifer

Market Cap$8.4B

Agricultural - Machinery

Industrials

Employees17.3K

Websiteoshkoshcorp.com

Country

United States of America

Overview

Overview of institutional ownership in OSK as of Q3 2025 with a market cap of $8.3B

All Institutions

Institutions: 558
Value Held: $7.8B
Shares Held: 60.0M
Avg Position: $13.9M
Median Position: $802.4K

Hedge Funds

Hedge Funds: 58
Value Held: $513.5M
Shares Held: 4.0M
Avg Position: $8.9M
Median Position: $3.6M

Ownership Breakdown

Institutional (non-HF)

87.59%

$7.3B

Hedge Funds

6.19%

$513.5M

Retail & Other

6.23%

$516.7M

Based on market cap of $8.3B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in OSK as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$1.0B 0.02% of portfolio	12.43% 8.0M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
B BlackRock, Inc. Institution	-	$932.2M 0.02% of portfolio	11.23% 7.2M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
Aristotle Capital Management, LLC Long Only Manager	Howard Roy Gleicher CEO	$728.9M 1.54% of portfolio	8.78% 5.6M shares	Q4 2013 Held for 11y 11m	$47.4B
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$367.1M 0.08% of portfolio	4.42% 2.8M shares	≤ Q2 2013 Held for 12y 5m+	$466.32B
G GREENHAVEN ASSOCIATES INC Long Only Manager	Edgar Wachenheim Chairman	$327.7M 6.20% of portfolio	3.95% 2.5M shares	Q3 2022 Held for 3y 2m	$5.3B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$278.5M 0.01% of portfolio	3.36% 2.1M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
L LSV ASSET MANAGEMENT Long Only Manager	Josef Nmn Lakonishok CEO	$245.9M 0.55% of portfolio	2.96% 1.9M shares	≤ Q2 2013 Held for 12y 5m+	$45.1B
FMR LLC Institution	-	$192.0M 0.01% of portfolio	2.31% 1.5M shares	≤ Q2 2013 Held for 12y 5m+	$1.92T
Invesco Ltd. ETF Provider	Brian Christopher Hartigan CEO	$191.6M 0.03% of portfolio	2.31% 1.5M shares	≤ Q2 2013 Held for 12y 5m+	$633.08B
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	David Gary Kabiller Founder	$174.9M 0.11% of portfolio	2.12% 1.4M shares	≤ Q2 2013 Held for 12y 5m+	$156.17B

Net Capital Flow

Institutional buying and selling activity for OSK in Q3 2025

Traded: +$88.4M
Buyers: 297
Sellers: 215
Total Bought: +$867.2M
Total Sold: −$778.8M
Avg Position: $12.9M

Biggest Buyers

Institution	Net Bought	Current Position
ALLIANCEBERNSTEIN L.P. Long Only Manager	+$106.7M +822.9K shares	$118.5M 913.5K shares
Capital Research Global Investors RIA/Wealth	+$63.4M +489.1K shares	$63.4M 489.1K shares
B BlackRock, Inc. Institution	+$54.3M +418.9K shares	$932.2M 7.2M shares
UBS Group AG Institution	+$48.4M +373.2K shares	$78.2M 603.0K shares
Invesco Ltd. ETF Provider	+$39.9M +307.9K shares	$191.6M 1.5M shares
Q Qube Research & Technologies Ltd Institution	+$35.9M +276.5K shares	$69.4M 535.5K shares
J JANE STREET GROUP, LLC Institution	+$27.3M +210.4K shares	$30.4M 234.7K shares
A Allianz Asset Management AG Institution	+$26.1M +201.2K shares	$28.2M 217.4K shares
PANAGORA ASSET MANAGEMENT INC Hedge Fund•Quant	+$22.3M +171.9K shares	$31.8M 244.8K shares
Point72 Asset Management, L.P. Hedge Fund•Multi-Strategy	+$18.7M +144.3K shares	$22.7M 175.1K shares

Biggest Sellers

Institution	Net Sold	Current Position
A AMERICAN CENTURY COMPANIES INC Institution	−$245.6M −1.9M shares	$125.2M 965.3K shares
SG Capital Management LLC Hedge Fund•Event Driven	−$63.2M −557.0K shares	Sold Off 0 shares
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$45.6M −353.5K shares	$174.9M 1.4M shares
Aristotle Capital Management, LLC Long Only Manager	−$44.8M −345.2K shares	$728.9M 5.6M shares
FMR LLC Institution	−$41.7M −321.5K shares	$192.0M 1.5M shares
VANGUARD GROUP INC Institution	−$29.0M −223.8K shares	$1.0B 8.0M shares
GOLDMAN SACHS GROUP INC Institution	−$22.8M −176.1K shares	$46.4M 358.1K shares
B BNP PARIBAS ARBITRAGE, SA Institution	−$17.8M −136.9K shares	$31.7M 244.5K shares
MORGAN STANLEY RIA/Wealth	−$14.8M −114.3K shares	$114.6M 883.7K shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$13.7M −105.5K shares	$24.2M 186.3K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited OSK in Q3 2025

New Positions: 39
New Value: $33.9M
Exited Positions: 43
Exited Value: $135.5M

New Positions

Institution	Position Value
B BAHL & GAYNOR INC Institution	$8.2M 63.1K shares
TOWLE & CO Long Only Manager	$7.1M 55.0K shares
Susquehanna Portfolio Strategies, LLC Private Equity	$6.5M 49.8K shares
Horizon Investments, LLC/SC Long Only Manager	$3.0M 23.1K shares
Friedenthal Financial RIA/Wealth	$1.0M 8.0K shares
Mutual Advisors, LLC RIA/Wealth	$849.0K 6.1K shares
CenterBook Partners LP Hedge Fund•Market Neutral	$611.0K 4.7K shares
Requisite Capital Management, LLC RIA/Wealth	$538.9K 4.2K shares
K K.J. Harrison & Partners Inc Institution	$460.1K 3.6K shares
Krilogy Financial LLC RIA/Wealth	$456.4K 3.7K shares

Exited Positions

Institution	Previous Position
SG Capital Management LLC Hedge Fund•Event Driven	$63.2M 557.0K shares
Interval Partners, LLC Hedge Fund•Long/Short	$13.1M 115.2K shares
S Shellback Capital, LP Hedge Fund•Long/Short	$11.2M 98.3K shares
Symphony Financial, Ltd. Co. RIA/Wealth	$9.9M 87.2K shares
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	$9.7M 85.0K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$6.5M 57.3K shares
H Handelsbanken Fonder AB Institution	$5.0M 43.8K shares
M Mubadala Investment Co PJSC Institution	$2.8M 24.9K shares
TradeLink Capital LLC Hedge Fund•Event Driven	$2.4M 21.4K shares
B Bastion Asset Management Inc. Institution	$2.1M 19.3K shares

Options Activity

Institutions with the largest Call and Put options positions in OSK as of Q3 2025

Call Positions: 8
Call Value: $20.1M
Put Positions: 8
Put Value: $11.4M

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$8.6M 660.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$5.6M 428.0 contracts
J JANE STREET GROUP, LLC Institution	$2.8M 213.0 contracts
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	$1.8M 140.0 contracts
W WOLVERINE TRADING, LLC Institution	$644.1K 50.0 contracts
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$376.1K 29.0 contracts
Walleye Trading LLC RIA/Wealth	$233.5K 18.0 contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$129.7K 10.0 contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$5.0M 382.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$4.2M 320.0 contracts
J JANE STREET GROUP, LLC Institution	$583.7K 45.0 contracts
Walleye Trading LLC RIA/Wealth	$544.7K 42.0 contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$479.9K 37.0 contracts
W WOLVERINE TRADING, LLC Institution	$373.6K 29.0 contracts
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	$272.4K 21.0 contracts
SG Capital Management LLC Hedge Fund•Event Driven	- - contracts

Most Committed Institutions

Institutions with OSK as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
ATLANTIC INVESTMENT MANAGEMENT INC Hedge Fund•Activist	Alexander J Roepers President	11.11% $19.3M	0.23% 149.1K shares	Q4 2024 Held for 11 months	$174.1M
G GREENHAVEN ASSOCIATES INC Long Only Manager	Edgar Wachenheim Chairman	6.20% $327.7M	3.95% 2.5M shares	Q3 2022 Held for 3y 2m	$5.3B
E Expect Equity LLC Institution	-	3.17% $3.2M	0.04% 25.1K shares	Q4 2024 Held for 11 months	$102.4M
Skylands Capital, LLC Hedge Fund•Multi-Strategy	Virginia Elizabeth Shaffar President	2.61% $18.9M	0.23% 145.8K shares	≤ Q2 2013 Held for 12y 5m+	$723.8M
C Covalis Capital LLP Institution	-	2.06% $17.7M	0.21% 136.4K shares	Q1 2025 Held for 8 months	$856.8M
TOWLE & CO Long Only Manager	Christopher Daly Towle CEO	1.80% $7.1M	0.09% 55.0K shares	Q3 2025 Held for 2 months	$396.4M
Equity Investment Corp Acquisition Inc Long Only Manager	Richard Terrence Irrgang CEO	1.69% $80.7M	0.97% 622.5K shares	Q2 2022 Held for 3y 5m	$4.8B
G Galibier Capital Management Ltd. Institution	-	1.61% $4.8M	0.06% 37.2K shares	Q4 2018 Held for 6y 11m	$300.1M
Aristotle Capital Management, LLC Long Only Manager	Howard Roy Gleicher CEO	1.54% $728.9M	8.78% 5.6M shares	Q4 2013 Held for 11y 11m	$47.4B
Virtus Family Office LLC Family Office	Norma Angelica Peralta Morales CCO	1.45% $1.5M	0.02% 11.9K shares	Q2 2025 Held for 5 months	$106.4M

Hedge Fund Spotlight

Discover hedge funds investing in OSK

Quantbot Technologies LLC

Hedge Fund • Quant

Portfolio ManagerPaul Edward White

Portfolio Value: $3.7B
Positions: 1,694
Last Reported: Q3 2025

Sector Allocation

Position in Oshkosh

Market Value: $2.2M
Shares Held: 16.9K
Portfolio Weight: 0.06%
Owned Since: 2024-Q3

Top Holding	Sector	Market Value	Weight
1 SoFi Technologies, Inc. SOFI	Financial - Credit Services Financial Services	$29.1M	0.79%
2 Lam Research LRCX	Semiconductors Technology	$27.8M	0.75%
3 Honeywell International HON	Conglomerates Industrials	$27.6M	0.75%