undamentalytics Newsletter

Oshkosh Corp: which funds bought and sold

Institutions that bought and sold Oshkosh shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 295 institutions that filed 13F reports for both quarters added to or opened positions in Oshkosh, and 258 cut or closed them. Together they added a net 2.1M shares, +3.4% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 2.9M shares (+14.7%); index fund managers were net sellers of 1.5M shares (−7.7%). 73 opened a new position and 69 sold out entirely.

Bought, Q2 2026 295 institutions, 73 of them new holders Sold, Q2 2026 258 institutions, 69 of them sold out
Net change, all compared +2.1M shares (+3.4%)
Net change, active managers +2.9M shares (+14.7%), 31 bought, 23 sold

Buyers versus sellers

institutions compared, 652
Active managers and hedge funds 31 bought · 23 sold · +2.9M
Index fund managers 4 bought · 7 sold · −1.5M
Other institutions 260 bought · 228 sold · +727K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
AQR Capital Management LLC Hedge fund +2.0M +147.7% 3.4M $518M
Franklin Resources Inc Active manager +606K +158.5% 988K $152M
Capital Research Global Investors Active manager +338K +24.1% 1.7M $267M
UBS Group AG +293K +86.0% 633K $97.1M
Marshall Wace, LLP Hedge fund +276K +391.9% 346K $53.1M
Pacer Advisors, Inc. +217K +2890.5% 225K $34.5M
Invesco Ltd. +213K +12.5% 1.9M $295M
Mackenzie Financial Corp +171K +3700.9% 176K $27M
Dimensional Fund Advisors LP +155K +5.1% 3.2M $492M
LSV Asset Management Active manager +143K +7.2% 2.1M $327M
Portolan Capital Management, LLC +139K +766.9% 158K $24.2M
First Trust Advisors LP +110K +8.5% 1.4M $215M
Rice Hall James & Associates, LLC +106K New position 106K $16.3M
Vanguard Portfolio Management LLC Index funds +104K +2.5% 4.4M $668M
Kennedy Capital Management LLC Active manager +68K +55.0% 192K $29.4M
Assenagon Asset Management S.A. +63K +710.0% 72K $11.1M
Citadel Advisors LLC Hedge fund +61K +2936.4% 63K $9.6M
Barclays PLC +56K +216.5% 82K $12.6M
Victory Capital Management Inc Active manager +52K +18.5% 336K $51.5M
Mariner, LLC +52K +221.5% 76K $11.7M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Blackrock, Inc. Index funds −1.6M −21.3% 6.0M $914M
Thrivent Financial For Lutherans −381K −96.5% 14K $2.1M
Aristotle Capital Management, LLC Active manager −275K −5.5% 4.7M $725M
FMR LLC Active manager −275K −13.9% 1.7M $261M
Raymond James Financial Inc −144K −32.3% 302K $46.3M
Lazard Asset Management LLC Active manager −137K −43.3% 179K $27.5M
Bank Of America Corp −95K −9.7% 884K $136M
Millennium Management LLC Hedge fund −75K −30.1% 175K $26.9M
Lodge Hill Capital, LLC −58K −24.2% 182K $27.9M
Bahl & Gaynor LLC −58K Sold out 0 —
Sei Investments Co −56K −14.0% 348K $53.4M
Y-Intercept (Hong Kong) Ltd −55K Sold out 0 —
Atlantic Investment Management, Inc. −53K −38.6% 84K $12.8M
Gotham Asset Management, LLC Hedge fund −48K −36.9% 82K $12.6M
Voloridge Investment Management, LLC Hedge fund −47K −67.7% 23K $3.5M
Towle & Co −46K Sold out 0 —
Kessler Investment Group, LLC −43K Sold out 0 —
Renaissance Technologies LLC Hedge fund −43K Sold out 0 —
Citigroup Inc −38K −30.3% 88K $13.5M
Parcion Private Wealth LLC −36K −80.8% 8,520 $1.3M

New positions

largest by value

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Bahl & Gaynor LLC 58K $8.5M
Y-Intercept (Hong Kong) Ltd 55K $8M
Towle & Co 46K $6.7M
Kessler Investment Group, LLC 43K $6.4M
Renaissance Technologies LLCHedge fund 43K $6.3M
Scopus Asset Management, L.P.Hedge fund 34K $5.1M
Fulcrum Asset Management LLP 30K $4.2M
Informed Momentum Co LLC 23K $3.4M
Riggs Asset Managment Co. Inc. 19K $2.9M
Oak Thistle LLC 19K $2.8M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
594
Ten largest holders
51.8%
of 13F-reported shares
Index fund managers
28.7%
of 13F-reported shares
Active managers and hedge funds
35.0%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 31 23 8 7 +2.9M +14.7%
Index fund managers 4 7 0 0 −1.5M −7.7%
Other institutions 260 228 65 62 +727K +3.4%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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