Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Oshkosh Corp (OSK)

579 + Investors. Track Smart Money conviction in OSK. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +36
Streak
1Q ▲
Buyers last Q
56%

Smart Money Signals — OSK

Based on 582 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added OSK than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
582 hedge funds hold OSK right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +18% more funds vs a year ago

fund count last 6Q
+88 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

324 buying256 selling
Last quarter: 324 funds bought or added vs 256 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+29 vs last Q)

new funds entering per quarter
Funds opening a new OSK position: 88 → 130 → 85 → 114. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 23% medium ■ 23% new
319 out of 582 hedge funds have held OSK for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~114 new funds/quarter

86 → 88 → 130 → 85 → 114 new funds/Q
New funds entering each quarter: 88 → 130 → 85 → 114. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 63% veterans vs 26% newcomers

■ 63% veterans ■ 11% 1-2yr ■ 26% new
Entry-cohort mix of 600 holders: 377 (63%) are 2+ year veterans, 65 entered 1–2 years ago, and 158 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds
54 of 579 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in OSK. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — OSK

In 2026 Q1, 324 hedge funds were net buyers of OSK (114 opened a new position, 210 added to an existing one), while 256 reduced or exited (178 trimmed, 78 sold completely) — a 56% buyer ratio, indicating a slight buying edge. 41% of total institutional value in OSK is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +36 funds (more new holders than closures). Total institutional holders: 582.

Hedge Fund Ownership: OSK

How many hedge funds hold OSK — quarterly history vs. share price
Quarterly hedge fund ownership of OSK vs. share price

Market Analysis: OSK

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OSK

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Oshkosh Corp (OSK) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much OSK has moved relative to its sector benchmark (XLI) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
OSK
-6.2%
XLI
+10.5%

OSK outperformed XLI by -16.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
OSK
+15.2%
XLI
+4.2%

Since the filing became public, OSK outperformed XLI by +11.0% .

Interpretation: The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

37 top-rated funds 1 high-conviction
Consensus
6.9
/ 10
breadth
×
Elite
2.4
/ 10
conviction
Hedge Fund Positioning: OSK
579 + Investors

Track Smart Money conviction in OSK. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 579 546 6.04%
13F Shares 61M 65M -5.91%
Total Value $8.41B $8.15B 3.16%
New Positions 112 85 +27
Increased Positions 207 176 +31
Closed Positions 79 105 -26
Reduced Positions 173 197 -24
Total Calls 11 7 57.14%
Total Puts 10 6 66.67%
PUT/CALL Ratio 0.91 0.86 Neutral

Statistics: OSK

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Institutional Holders (2026 Q1)

579 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in OSK. Verified SEC 13F-HR filings.

QUARTER:
Top 25 OSK holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Atlantic Investment Management, INC. 11.69% 136,300 $20.1M
2 Lodge Hill Capital, LLC 6.82% 240,000 $35.3M
3 Greenhaven Associates Inc 6.14% 2,531,005 $372.6M
4 Expect Equity LLC 3.28% 23,225 $3.4M
5 Kessler Investment Group, LLC 3.02% 43,290 $6.4M
6 Towle & Co 2.61% 45,676 $6.7M
7 Skylands Capital, LLC 2.59% 134,379 $19.8M
8 Gallo Partners, LP 1.76% 6,242 $919K
9 Equity Investment Corp 1.75% 607,246 $89.4M
10 Alessandra Capital Management, LLC 1.57% 14,083 $1.8M
11 Aristotle Capital Management, LLC 1.54% 5,001,541 $736.3M
12 Bragg Financial Advisors, Inc 1.20% 257,398 $37.9M
13 Future Fund LLC 1.13% 21,846 $3.2M
14 Midwest Professional Planners, LTD. 1.09% 31,344 $4.6M
15 Bowen Hanes & Co Inc 0.99% 277,380 $40.8M
16 Baker Ellis Asset Management LLC 0.99% 56,698 $8.3M
17 Gw Henssler & Associates Ltd 0.77% 110,382 $16.2M
18 Monument Capital Management 0.68% 18,467 $2.7M
19 Southernsun Asset Management, LLC 0.66% 30,980 $4.6M
20 Fulcrum Asset Management LLP 0.63% 30,326 $4.2M
21 Riggs Asset Managment Co. Inc. 0.59% 19,420 $2.9M
22 Argyle Capital Partners, LLC 0.56% 5,303 $781K
23 Steinberg Asset Management LLC 0.55% 5,765 $849K
24 17 Capital Partners, LLC 0.52% 6,913 $1.0M
25 Klein Pavlis & Peasley Financial, INC. 0.49% 6,065 $893K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Oshkosh Corp (OSK)

What does the Smart Money Trend signal show for OSK?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added OSK than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for OSK?

Slight buying edge — 56% buying: Last quarter: 324 funds bought or added vs 256 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for OSK holders?

Elite ownership — 41% AUM from top-100 funds: 54 of 579 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in OSK. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held OSK?

55% of holders stayed for 2+ years: 319 out of 582 hedge funds have held OSK for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Oshkosh Corp (OSK) following the 2026 Q1 hedge fund 13F filings?

As of today, OSK has moved +15.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.2% for the XLI sector ETF — an outperformance of +11.0%. Since the quarter end (March 31, 2026), OSK has gained -6.2% vs +10.5% for XLI. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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