Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

OSHKOSH CORP (OSK)

530 + 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
↓ -23
Streak
1Q ▼
Buyers last Q
47%

Smart Money Signals — OSK

Based on 517 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their OSK positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (96% of max)

96% of all-time peak
517 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 — +16% more funds vs a year ago

fund count last 6Q
+70 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 47% buying

254 buying290 selling
Last quarter: 290 funds reduced or exited vs 254 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-49 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 82 → 85 → 129 → 80. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 18% medium ■ 21% new
314 out of 517 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.
📈

Growing discovery — still being found

65 → 82 → 85 → 129 → 80 new funds/Q
New funds entering each quarter: 82 → 85 → 129 → 80. A growing number of institutions are discovering OSK each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 66% of holders stayed 2+ years

■ 66% veterans ■ 11% 1-2yr ■ 23% new
Of 530 current holders: 349 (66%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
41 of 517 holders are among the 100 largest funds by AUM, controlling 47% 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.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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.

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

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

67 top-rated funds 1 high-conviction
Consensus
8.0
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: OSK
2026 Q1 Stats Unlock in 22 days 530 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 530 554 -4.33%
13F Shares 65M 60M 7.66%
Total Value $8.11B $7.76B 4.44%
New Positions 82 130 -48
Increased Positions 188 169 +19
Closed Positions 104 53 +51
Reduced Positions 212 201 +11
Total Calls 7 8 -12.5%
Total Puts 6 7 -14.29%
PUT/CALL Ratio 0.86 0.88 Neutral

Statistics: OSK

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

530 + investors

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

Top 25 institutional holders of OSK — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 GREENHAVEN ASSOCIATES INC 6.14% 2,531,005 $372.6M
2 Kessler Investment Group, LLC 3.02% 43,290 $6.4M
3 Skylands Capital, LLC 2.59% 134,379 $19.8M
4 Baker Ellis Asset Management LLC 0.99% 56,698 $8.3M
5 Monument Capital Management 0.68% 18,467 $2.7M
6 KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 0.49% 6,065 $893K
7 Cottage Street Advisors LLC 0.40% 6,345 $934K
8 Parcion Private Wealth LLC 0.40% 44,288 $6.5M
9 Covea Finance 0.36% 69,100 $10.2M
10 GHP Investment Advisors, Inc. 0.30% 50,170 $7.4M
11 True Vision MN LLC 0.29% 3,856 $568K
12 Oak Thistle LLC 0.27% 18,770 $2.8M
13 WASATCH ADVISORS LP 0.25% 260,686 $38.4M
14 Kaufman Rossin Wealth, LLC 0.23% 2,720 $400K
15 Register Financial Advisors LLC 0.22% 4,032 $594K
16 PZENA INVESTMENT MANAGEMENT LLC 0.21% 438,856 $64.6M
17 WEDGE CAPITAL MANAGEMENT L L P/NC 0.21% 76,946 $11.3M
18 POINCIANA ADVISORS GROUP, LLC 0.18% 1,565 $230K
19 Sterling Capital Management LLC 0.16% 57,428 $8.5M
20 Y-Intercept (Hong Kong) Ltd 0.15% 54,593 $8.0M
21 Uncommon Cents Investing LLC 0.14% 4,081 $601K
22 Curat Global, LLC 0.10% 708 $104K
23 TRUIST FINANCIAL CORP 0.09% 461,885 $68.0M
24 NBC SECURITIES, INC. 0.09% 8,020 $1.2M
25 McGlone Suttner Wealth Management, Inc. 0.09% 4,475 $659K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their OSK positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for OSK?

More sellers than buyers — 47% buying: Last quarter: 290 funds reduced or exited vs 254 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for OSK holders?

Elite ownership — 47% AUM from top-100 funds: 41 of 517 holders are among the 100 largest funds by AUM, controlling 47% 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?

61% of holders stayed for 2+ years: 314 out of 517 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.

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.