Filing Research | OSK - OSHKOSH CORP Institutional Holdings

Snapshot holdings

50 / 123 loaded

#		Instrument	quantity
1	WASATCH ADVISORS LP	Shares	293.6KSH	$45.1M
2	Skylands Capital, LLC	Shares	133.6KSH	$20.5M
3	Covea Finance	Shares	110.0KSH	$16.9M
4	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	100.9KSH	$15.5M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	67.6KSH	$9.4M
6	Baker Ellis Asset Management LLC	Shares	57.5KSH	$8.8M
7	GHP Investment Advisors, Inc.	Shares	52.5KSH	$8.1M
8	D.A. DAVIDSON & CO.	Shares	39.5KSH	$6.1M
9	Assenagon Asset Management S.A.	Shares	36.0KSH	$5.5M
10	Police & Firemen's Retirement System of New Jersey	Shares	27.9KSH	$4.3M
11	BURNEY CO/	Shares	24.7KSH	$3.8M
12	Stablepoint Partners, LLC	Shares	21.2KSH	$3.3M
13	Louisiana State Employees Retirement System	Shares	18.2KSH	$2.8M
14	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	18.1KSH	$2.8M
15	DAVENPORT & Co LLC	Shares	16.1KSH	$2.5M
16	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	14.9KSH	$2.3M
17	Murphy, Middleton, Hinkle & Parker, Inc.	Shares	14.6KSH	$2.2M
18	Merit Financial Group, LLC	Shares	11.5KSH	$1.8M
19	LANARK FINANCIAL, INC.	Shares	9.2KSH	$1.4M
20	True North Advisors, LLC	Shares	8.6KSH	$1.3M
21	Kaydan Wealth Management, Inc.	Shares	8.0KSH	$1.2M
22	ABN AMRO INVESTMENT SOLUTIONS	Shares	6.6KSH	$1.0M
23	KLEIN PAVLIS & PEASLEY FINANCIAL, INC.	Shares	6.3KSH	$971.5K
24	Cottage Street Advisors LLC	Shares	6.2KSH	$955.5K
25	NEW WAVE WEALTH ADVISORS LLC	Shares	5.3KSH	$816.8K
26	Crossmark Global Holdings, Inc.	Shares	4.5KSH	$693.3K
27	McGlone Suttner Wealth Management, Inc.	Shares	4.5KSH	$688.0K
28	SECURIAN ASSET MANAGEMENT, INC	Shares	4.6KSH	$659.8K
29	DAVENPORT & Co LLC	CALL	4.2KSH	$644.6K
30	Uncommon Cents Investing LLC	Shares	4.2KSH	$637.1K
31	Register Financial Advisors LLC	Shares	4.0KSH	$620.2K
32	QRG CAPITAL MANAGEMENT, INC.	Shares	3.9KSH	$603.4K
33	AdvisorNet Financial, Inc	Shares	3.7KSH	$573.4K
34	Sequoia Financial Advisors, LLC	Shares	3.4KSH	$528.7K
35	NorthCrest Asset Manangement, LLC	Shares	3.4KSH	$485.1K
36	SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI	Shares	3.0KSH	$467.8K
37	Annex Advisory Services, LLC	Shares	3.0KSH	$455.4K
38	WADDELL & ASSOCIATES, LLC	Shares	3.0KSH	$454.5K
39	Fifth Third Wealth Advisors LLC	Shares	2.7KSH	$410.7K
40	Confluence Wealth Services, Inc.	Shares	2.5KSH	$382.0K
41	Orange Investment Advisors, Inc.	Shares	2.5KSH	$376.9K
42	Kaufman Rossin Wealth, LLC	Shares	2.6KSH	$374.2K
43	ONE WEALTH CAPITAL MANAGEMENT, LLC	Shares	2.4KSH	$373.0K
44	Trust Point Inc.	Shares	2.4KSH	$367.1K
45	Linden Thomas Advisory Services, LLC	Shares	2.3KSH	$358.1K
46	EverSource Wealth Advisors, LLC	Shares	2.2KSH	$342.4K
47	MISSION WEALTH MANAGEMENT, LP	Shares	2.2KSH	$332.3K
48	GATEWAY INVESTMENT ADVISERS LLC	Shares	2.1KSH	$324.0K
49	Portside Wealth Group, LLC	Shares	2.1KSH	$318.3K
50	GC Wealth Management RIA, LLC	Shares	2.0KSH	$313.3K

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Manager changes2026-06-30 vs 2026-03-31

50 / 138 loaded

#		Instrument
1	Covea Finance added	Shares	+40.9K	+$6.7M	$16.9M
2	WASATCH ADVISORS LP added	Shares	+33.0K	+$6.7M	$45.1M
3	Assenagon Asset Management S.A. added	Shares	+27.1K	+$4.2M	$5.5M
4	WEDGE CAPITAL MANAGEMENT L L P/NC added	Shares	+23.9K	+$4.2M	$15.5M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+24.5K	+$3.1M	$9.4M
6	Murphy, Middleton, Hinkle & Parker, Inc. new	Shares	+14.6K	+$2.2M	$2.2M
7	DAVENPORT & Co LLC added	Shares	+5.9K	+$965.5K	$2.5M
8	Skylands Capital, LLC trimmed	Shares	-800	+$719.8K	$20.5M
9	GHP Investment Advisors, Inc. added	Shares	+2.3K	+$673.4K	$8.1M
10	DAVENPORT & Co LLC new	CALL	+4.2K	+$644.6K	$644.6K
11	Merit Financial Group, LLC added	Shares	+3.5K	+$591.8K	$1.8M
12	NEW WAVE WEALTH ADVISORS LLC added	Shares	+3.4K	+$531.2K	$816.8K
13	NorthCrest Asset Manangement, LLC new	Shares	+3.4K	+$485.1K	$485.1K
14	Baker Ellis Asset Management LLC added	Shares	+789	+$476.5K	$8.8M
15	WADDELL & ASSOCIATES, LLC new	Shares	+3.0K	+$454.5K	$454.5K
16	Crossmark Global Holdings, Inc. added	Shares	+2.4K	+$386.2K	$693.3K
17	ONE WEALTH CAPITAL MANAGEMENT, LLC new	Shares	+2.4K	+$373.0K	$373.0K
18	Police & Firemen's Retirement System of New Jersey added	Shares	+1.3K	+$369.9K	$4.3M
19	MISSION WEALTH MANAGEMENT, LP new	Shares	+2.2K	+$332.3K	$332.3K
20	Hennion & Walsh Asset Management, Inc. new	Shares	+1.7K	+$256.5K	$256.5K
21	D.A. DAVIDSON & CO. trimmed	Shares	-35	+$242.6K	$6.1M
22	ANCHYRA PARTNERS LLC new	Shares	+1.5K	+$236.5K	$236.5K
23	LANARK FINANCIAL, INC. added	Shares	+1.2K	+$234.6K	$1.4M
24	Abundance Wealth Counselors new	Shares	+1.5K	+$230.2K	$230.2K
25	Brady Martz Wealth Solutions, LLC new	Shares	+1.4K	+$218.1K	$218.1K
26	Stablepoint Partners, LLC added	Shares	+506	+$207.6K	$3.3M
27	Sequoia Financial Advisors, LLC added	Shares	+1.2K	+$202.1K	$528.7K
28	True Wealth Design, LLC added	Shares	+779	+$121.0K	$153.6K
29	IFP Advisors, Inc added	Shares	+679	+$108.9K	$219.3K
30	Louisiana State Employees Retirement System trimmed	Shares	-100	+$99.4K	$2.8M
31	KLEIN PAVLIS & PEASLEY FINANCIAL, INC. added	Shares	+265	+$78.6K	$971.5K
32	BURNEY CO/ trimmed	Shares	-618	+$63.7K	$3.8M
33	Portside Wealth Group, LLC added	Shares	+338	+$62.8K	$318.3K
34	Farther Finance Advisors, LLC added	Shares	+367	+$59.8K	$179.5K
35	True North Advisors, LLC added	Shares	+21	+$57.0K	$1.3M
36	Blue Trust, Inc. added	Shares	+348	+$53.6K	$58.3K
37	Kaydan Wealth Management, Inc. unchanged	Shares	0	+$50.1K	$1.2M
38	Confluence Wealth Services, Inc. added	Shares	+169	+$40.5K	$382.0K
39	Uncommon Cents Investing LLC added	Shares	+70	+$36.3K	$637.1K
40	Fifth Third Wealth Advisors LLC added	Shares	+124	+$35.0K	$410.7K
41	QRG CAPITAL MANAGEMENT, INC. added	Shares	+69	+$34.9K	$603.4K
42	Annex Advisory Services, LLC added	Shares	+80	+$30.4K	$455.4K
43	McGlone Suttner Wealth Management, Inc. added	Shares	+8	+$29.3K	$688.0K
44	Register Financial Advisors LLC added	Shares	+9	+$26.6K	$620.2K
45	Wealth Enhancement Trust Services, Inc. new	Shares	+158	+$24.3K	$24.3K
46	AdvisorNet Financial, Inc trimmed	Shares	-1	+$23.3K	$573.4K
47	Cottage Street Advisors LLC trimmed	Shares	-96	+$21.4K	$955.5K
48	Versant Capital Management, Inc added	Shares	+124	+$21.1K	$68.9K
49	SJS Investment Consulting Inc. added	Shares	+122	+$19.4K	$34.2K
50	SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI unchanged	Shares	0	+$19.1K	$467.8K

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