Oshkosh Corporation (OSK) Ownership

94.24 ↑0.67 (0.72%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Oshkosh Corporation (OSK), owning a total of 9 million shares. Combined, the top 29 institutional holders of OSK own 82.94% of the company with a total of 54 million shares.

In the latest ownership report on September 30th 2024, the top 29 institutional holders increased their combined ownership of OSK by 130 thousand shares. 13 institutions bought 1,211,333 total additional shares and increased their ownership by an average of 10.48%. However 5 institutions sold 1,081,603 total shares and decreased their ownership by an average of 11.71%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Oshkosh Corporation increased by a net total of 129,730 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	12.242%	0.526%	7,965,338	41,655	2024-09-30
Aristotle Capital Management LLC	9.721%	-0.071%	6,324,665	-4,486	2024-09-30
Greenhaven Associates Inc	3.898%	0.772%	2,536,484	19,442	2024-09-30
Dimensional Fund Advisors, Inc.	3.245%	16.329%	2,111,332	296,360	2024-09-30
State Street Corp	3.129%	-0.343%	2,035,635	-7,002	2024-09-30
LSV Asset Management	2.808%	-5.448%	1,827,044	-105,270	2024-09-30
American Century Companies Inc	2.530%	14.746%	1,646,269	211,567	2024-09-30
FMR Inc	1.881%	3.312%	1,223,891	39,235	2024-09-30
Amvescap Plc.	1.869%	-10.961%	1,215,902	-149,683	2024-09-30
AllianceBernstein L.P.	1.802%	26.767%	1,172,212	247,517	2024-09-30
Morgan Stanley - Brokerage Accounts	1.750%	-41.728%	1,138,352	-815,162	2024-09-30
Geode Capital Management, LLC	1.675%	0.959%	1,089,930	10,357	2024-09-30
Bank of America Corp	1.523%	5.932%	991,068	55,498	2024-09-30
Great West Life Assurance Co	1.420%	3.193%	923,744	28,580	2024-09-30
Charles Schwab Investment Management Inc	1.052%	0.732%	684,171	4,974	2024-09-30
Millennium Management LLC	0.930%	6.803%	605,244	38,551	2024-09-30
Qube Research & Technologies	0.909%	54.661%	591,319	208,986	2024-09-30
Equity Investment Corp	0.905%	1.484%	588,884	8,611	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	13.869%	-3.791%	9,023,515	-355,521	2024-06-30
Vanguard Group Inc	12.242%	0.526%	7,965,338	41,655	2024-09-30
Aristotle Capital Management LLC	9.721%	-0.071%	6,324,665	-4,486	2024-09-30
Victory Capital Management Inc.	3.910%	-13.770%	2,557,949	-408,458	2023-06-30
Greenhaven Associates Inc	3.898%	0.772%	2,536,484	19,442	2024-09-30
Dimensional Fund Advisors, Inc.	3.245%	16.329%	2,111,332	296,360	2024-09-30
State Street Corporation	3.163%	3.704%	2,058,674	73,530	2024-03-31
State Street Corp	3.129%	-0.343%	2,035,635	-7,002	2024-09-30
LSV Asset Management	2.808%	-5.448%	1,827,044	-105,270	2024-09-30
American Century Companies Inc	2.530%	14.746%	1,646,269	211,567	2024-09-30
FMR Inc	1.881%	3.312%	1,223,891	39,235	2024-09-30
Amvescap Plc.	1.869%	-10.961%	1,215,902	-149,683	2024-09-30
AllianceBernstein L.P.	1.802%	26.767%	1,172,212	247,517	2024-09-30
Morgan Stanley - Brokerage Accounts	1.750%	-41.728%	1,138,352	-815,162	2024-09-30
Boston Partners Global Investors, Inc	1.713%	-52.476%	1,120,361	-1,237,079	2022-06-30
Geode Capital Management, LLC	1.675%	0.959%	1,089,930	10,357	2024-09-30
Bank of America Corp	1.523%	5.932%	991,068	55,498	2024-09-30
Great West Life Assurance Co	1.420%	3.193%	923,744	28,580	2024-09-30
NORGES BANK	1.191%	0.560%	774,765	4,315	2024-06-30
Citadel Advisors Llc	1.180%	-54.534%	768,016	-921,182	2024-06-30
Charles Schwab Investment Management Inc	1.052%	0.732%	684,171	4,974	2024-09-30
JPMorgan Chase & Co	0.992%	9.381%	647,587	55,542	2023-03-31
Bank of New York Mellon Corp	0.970%	0.421%	631,351	2,645	2024-06-30
AQR Capital Management LLC	0.958%	15.936%	623,463	85,698	2024-06-30
Millennium Management LLC	0.930%	6.803%	605,244	38,551	2024-09-30
Qube Research & Technologies	0.909%	54.661%	591,319	208,986	2024-09-30
Equity Investment Corp	0.905%	1.484%	588,884	8,611	2024-09-30
Northern Trust Corp	0.872%	0.983%	569,509	5,546	2023-03-31
Jacobs Levy Equity Management, Inc.	0.838%	-24.572%	545,701	-177,769	2024-03-31

Mutual Fund Ownership

iShares Core S&P Mid-Cap ETF is the biggest individual fund holder of Oshkosh Corporation (OSK), owning a total of 2.1 million shares. Combined, the top 39 mutual fund holders of OSK own 42.66% of the company with a total of 27.8 million shares.

In the latest ownership report on November 30th 2024, the top 39 fund holders increased their combined ownership of OSK by 43 thousand shares. 6 funds bought 49,236 total additional shares and increased their ownership by an average of 1.38%. However 1 funds sold 5,907 total shares and decreased their ownership by an average of 0.29%.

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 43,329 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Mid-Cap ETF	3.213%	0.000%	2,090,239	0	2024-11-30
Vanguard Total Stock Mkt Idx Inv	3.153%	-0.287%	2,051,428	-5,907	2024-11-30
Vanguard Small Cap Index	2.524%	0.588%	1,642,231	9,600	2024-11-30
Vanguard Small Cap Value Index Inv	1.706%	0.667%	1,110,185	7,357	2024-11-30
Vanguard Institutional Extnd Mkt Idx Tr	1.493%	0.570%	971,409	5,507	2024-11-30
SPDR® S&P MIDCAP 400 ETF Trust	0.811%	3.087%	527,720	15,803	2024-11-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.622%	0.000%	404,551	0	2024-11-30
iShares S&P Mid-Cap 400 Value ETF	0.548%	0.000%	356,622	0	2024-11-30
Vanguard Dividend Appreciation ETF	0.544%	1.133%	354,190	3,969	2024-11-30
Aristotle Value Equity CIT A	0.489%	2.251%	318,000	7,000	2024-11-30

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Mid-Cap ETF	3.213%	0.000%	2,090,239	0	2024-11-30
Vanguard Total Stock Mkt Idx Inv	3.153%	-0.287%	2,051,428	-5,907	2024-11-30
Vanguard Instl Ttl Stck Mkt Idx Tr	3.100%	1.761%	2,027,768	35,093	2023-03-31
Victory Sycamore Established Value R	2.763%	-13.890%	1,804,000	-291,000	2023-06-30
Vanguard Small Cap Index	2.524%	0.588%	1,642,231	9,600	2024-11-30
Vanguard Windsor™ II Inv	2.461%	0.000%	1,601,000	0	2024-09-30
Vanguard Small Cap Value Index Inv	1.706%	0.667%	1,110,185	7,357	2024-11-30
Vanguard Equity-Income Inv	1.541%	10.902%	1,002,543	98,552	2024-09-30
Vanguard Institutional Extnd Mkt Idx Tr	1.493%	0.570%	971,409	5,507	2024-11-30
American Century Mid Cap Value Inv	1.468%	15.329%	955,237	126,963	2024-09-30
American Century U.S. Mid Cap Value	1.468%	15.329%	955,237	126,963	2024-09-30
Vanguard Extended Market Index Investor	1.394%	0.702%	910,140	6,343	2023-08-31
Fidelity® Series Value Discovery	1.301%	-2.153%	849,700	-18,700	2023-03-31
Strategic Advisers® Fidelity US TtlStk	1.009%	-12.503%	659,200	-94,200	2023-03-31
SPDR® S&P MIDCAP 400 ETF Trust	0.811%	3.087%	527,720	15,803	2024-11-30
Fidelity® Mid-Cap Stock	0.806%	-15.552%	526,478	-96,957	2023-07-31
DFA US Small Cap Value I	0.764%	24.520%	496,747	97,817	2024-10-31
Invesco Small Cap Value A	0.727%	0.000%	472,700	0	2024-10-31
Fidelity Value	0.693%	-8.869%	451,100	-43,900	2024-10-31
Fidelity® Value	0.646%	16.218%	422,800	59,000	2023-01-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.622%	0.000%	404,551	0	2024-11-30
Invesco Value Opportunities A	0.609%	-1.736%	396,146	-7,000	2024-10-31
Fidelity Extended Market Index	0.555%	-4.533%	361,274	-17,155	2024-10-31
iShares S&P Mid-Cap 400 Value ETF	0.548%	0.000%	356,622	0	2024-11-30
Vanguard Dividend Appreciation ETF	0.544%	1.133%	354,190	3,969	2024-11-30
Fidelity® Extended Market Index	0.536%	1.125%	350,840	3,902	2023-11-30
American Century Focused Lg Cap Val Inv	0.534%	-30.975%	349,212	-156,706	2023-09-30
Principal MidCap Value I Inst	0.519%	0.000%	339,923	0	2023-02-28
Hennessy Cornerstone Mid Cap 30 Inv	0.522%	14.228%	339,600	42,300	2024-09-30
BlackRock Global Equity Mkt Netrl Instl	0.499%	141.744%	324,435	190,229	2024-10-31
Aristotle Value Equity CIT A	0.489%	2.251%	318,000	7,000	2024-11-30
Fidelity Global Value Growth Eq MF	0.485%	0.000%	317,100	0	2023-02-20
Schwab US Small-Cap ETF™	0.482%	0.000%	313,885	0	2024-10-31
Blackrock Russ 1000 Alpha Tilts Compt	0.464%	4,139.890%	303,237	296,085	2023-09-30
State St S&P Midcap® Indx SL Cl II	0.460%	-1.285%	299,682	-3,900	2024-08-31
AB Discovery Value Advisor	0.448%	-2.249%	293,418	-6,750	2024-02-29
Vanguard High Dividend Yield ETF	0.442%	-0.206%	289,583	-598	2024-02-29
BlackRock Advantage Large Cap Core Instl	0.436%	1.489%	285,113	4,184	2023-12-31
Harbor Large Cap Value Instl	0.431%	-6.312%	282,000	-19,000	2023-09-30