Oshkosh Corporation (OSK) Ownership

105.69 ↓0.33 (-0.31%)

As of February 3, 2023, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

Aristotle Capital Management LLC is the biggest individual institutional holder of Oshkosh Corporation (OSK), owning a total of 8 million shares. Combined, the top 23 institutional holders of OSK own 73.60% of the company with a total of 48.1 million shares.

In the latest ownership report on December 31st 2022, the top 23 institutional holders decreased their combined ownership of OSK by 2 thousand shares. None of the institutional holders bought any additional shares. However 1 institutions sold 2,300 total shares and decreased their ownership by an average of 0.13%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Oshkosh Corporation decreased by a net total of -2,300 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Greenhaven Associates Inc	2.657%	-0.132%	1,737,674	-2,300	2022-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Aristotle Capital Management LLC	12.239%	0.661%	8,003,740	52,574	2022-09-30
Vanguard Group Inc	9.449%	0.719%	6,179,092	44,117	2022-09-30
FMR Inc	8.934%	0.679%	5,842,236	39,379	2022-09-30
BlackRock Inc	8.702%	1.530%	5,690,306	85,744	2022-09-30
American Century Companies Inc	4.920%	0.262%	3,217,075	8,401	2022-09-30
Victory Capital Management Inc.	4.401%	4.104%	2,877,633	113,433	2022-09-30
State Street Corporation	2.726%	1.741%	1,782,698	30,506	2022-09-30
Greenhaven Associates Inc	2.657%	-0.132%	1,737,674	-2,300	2022-12-31
Dimensional Fund Advisors, Inc.	2.181%	6.905%	1,426,146	92,111	2022-09-30
Boston Partners Global Investors, Inc	1.713%	-52.476%	1,120,361	-1,237,079	2022-06-30
Morgan Stanley - Brokerage Accounts	1.551%	-2.748%	1,014,119	-28,660	2022-09-30
Great West Life Assurance Co	1.481%	0.424%	968,251	4,087	2022-09-30
AllianceBernstein L.P.	1.426%	-11.967%	932,508	-126,763	2022-09-30
JPMorgan Chase & Co	1.396%	11.888%	912,604	96,962	2022-09-30
Citadel Advisors Llc	1.351%	486.603%	883,149	732,596	2022-09-30
Bank of America Corp	1.342%	-4.783%	877,603	-44,087	2022-09-30
Geode Capital Management, LLC	1.297%	-0.098%	848,276	-835	2022-09-30
LSV Asset Management	1.297%	-20.916%	847,938	-224,262	2022-09-30
Bank of New York Mellon Corp	1.093%	-2.415%	714,546	-17,682	2022-09-30
Charles Schwab Investment Management Inc	0.924%	3.449%	604,056	20,137	2022-09-30
Northern Trust Corp	0.885%	-6.338%	578,653	-39,156	2022-09-30
Equity Investment Corp	0.818%	7.502%	535,114	37,342	2022-09-30
Amvescap Plc.	0.815%	-66.879%	533,031	-1,076,328	2022-06-30

Mutual Fund Ownership

Victory Sycamore Established Value R is the biggest individual fund holder of Oshkosh Corporation (OSK), owning a total of 2.2 million shares. Combined, the top 22 mutual fund holders of OSK own 35.63% of the company with a total of 23.3 million shares.

In the latest ownership report on December 31st 2022, the top 22 fund holders increased their combined ownership of OSK by 1 million shares. 8 funds bought 982,514 total additional shares and increased their ownership by an average of 3.72%. However 2 funds sold 26,509 total shares and decreased their ownership by an average of 1.39%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Oshkosh Corporation increased by a net total of 956,005 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Victory Sycamore Established Value R	3.349%	14.660%	2,190,000	280,000	2022-12-31
Vanguard Total Stock Mkt Idx Inv	3.047%	1.356%	1,992,675	26,652	2022-12-31
American Century Mid Cap Value Inv	2.967%	5.195%	1,940,310	95,827	2022-12-31
American Century U.S. Mid Cap Value	2.967%	5.195%	1,940,310	95,827	2022-12-31
Vanguard Small Cap Index	2.577%	-0.215%	1,684,949	-3,627	2022-12-31
Vanguard Small Cap Value Index Inv	1.803%	0.772%	1,178,975	9,032	2022-12-31
Vanguard Extended Market Index Investor	1.332%	-2.560%	871,027	-22,882	2022-12-31
SPDR® S&P MIDCAP 400 ETF Trust	0.894%	2.014%	584,591	11,542	2022-12-31
American Century Focused Lg Cap Val Inv	0.706%	0.000%	461,734	461,734	2022-12-31
State St S&P Midcap® Indx SL Cl II	0.527%	0.555%	344,282	1,900	2022-12-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Victory Sycamore Established Value R	3.349%	14.660%	2,190,000	280,000	2022-12-31
iShares Core S&P Mid-Cap ETF	3.087%	-0.038%	2,018,681	-768	2022-12-30
Vanguard Total Stock Mkt Idx Inv	3.047%	1.356%	1,992,675	26,652	2022-12-31
Vanguard Instl Ttl Stck Mkt Idx Tr	2.995%	1.228%	1,958,303	23,747	2022-09-30
American Century Mid Cap Value Inv	2.967%	5.195%	1,940,310	95,827	2022-12-31
American Century U.S. Mid Cap Value	2.967%	5.195%	1,940,310	95,827	2022-12-31
Vanguard Windsor™ II Inv	2.584%	0.000%	1,690,000	0	2022-10-31
Vanguard Small Cap Index	2.577%	-0.215%	1,684,949	-3,627	2022-12-31
Vanguard Small Cap Value Index Inv	1.803%	0.772%	1,178,975	9,032	2022-12-31
Vanguard Extended Market Index Investor	1.332%	-2.560%	871,027	-22,882	2022-12-31
Fidelity® Series Value Discovery	1.200%	-9.175%	785,000	-79,300	2022-11-30
Strategic Advisers® Fidelity US TtlStk	1.192%	-3.729%	779,700	-30,200	2022-11-30
Fidelity® Mid-Cap Stock	0.995%	15.596%	650,777	87,800	2022-11-30
SPDR® S&P MIDCAP 400 ETF Trust	0.894%	2.014%	584,591	11,542	2022-12-31
iShares S&P Mid-Cap 400 Value ETF	0.735%	0.000%	480,931	0	2022-12-30
American Century Focused Lg Cap Val Inv	0.706%	0.000%	461,734	461,734	2022-12-31
Fidelity® Value	0.570%	-2.306%	372,900	-8,800	2022-11-30
Harbor Large Cap Value Instl	0.555%	0.000%	363,000	0	2022-09-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.534%	0.086%	349,401	300	2022-11-30
State St S&P Midcap® Indx SL Cl II	0.527%	0.555%	344,282	1,900	2022-12-31
Principal MidCap Value I Inst	0.514%	4.347%	336,068	14,000	2022-11-30
Fidelity® Extended Market Index	0.497%	0.067%	324,989	218	2022-11-30