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OSK · HD in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

OSKHD
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • OSK
  • HD
0204060202120222023202420252026
Holders and value by quarter
QuarterOSKHD
Q3 20209 holders, $567m34 holders, $35.3bn
Q4 202015 holders, $517m35 holders, $33.8bn
Q1 20217 holders, $979m28 holders, $38.9bn
Q2 202111 holders, $1.2bn23 holders, $40.0bn
Q3 20217 holders, $846m19 holders, $40.3bn
Q4 20217 holders, $1.0bn28 holders, $49.9bn
Q1 20225 holders, $761m38 holders, $33.3bn
Q2 20229 holders, $648m36 holders, $29.9bn
Q3 20228 holders, $510m33 holders, $29.8bn
Q4 20228 holders, $633m24 holders, $33.3bn
Q1 20237 holders, $492m25 holders, $31.2bn
Q2 202310 holders, $306m31 holders, $32.5bn
Q3 202318 holders, $621m37 holders, $31.3bn
Q4 202313 holders, $441m30 holders, $34.1bn
Q1 20249 holders, $371m31 holders, $36.5bn
Q2 20247 holders, $237m34 holders, $29.2bn
Q3 202410 holders, $239m37 holders, $34.4bn
Q4 202411 holders, $290m42 holders, $31.7bn
Q1 202511 holders, $307m36 holders, $27.8bn
Q2 20256 holders, $290m40 holders, $28.8bn
Q3 20258 holders, $440m36 holders, $33.0bn
Q4 20258 holders, $520m38 holders, $28.9bn
Q1 20265 holders, $502m35 holders, $30.6bn
Q2 20266 holders, $962m31 holders, $34.8bn
OSK

Oshkosh Corp

Holders
11
Reported value
$307m
Buyers
8
Sellers
2

Breadth +6 among 95 comparable managers.

Consumer discretionary
HD

Home Depot Inc

Holders
36
Reported value
$27.8bn
Buyers
21
Sellers
20

Breadth +1 among 95 comparable managers.

Consumer discretionary

Who holds both, Q1 2025

Among the 40 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only OSK (4)

Brevan Howard Capital Management LP, Bridgewater Associates LP, Hudson Bay Capital Management LP, Point72 Asset Management LP

Only HD (29)

Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Baillie Gifford & Co, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Invesco Ltd, Janus Henderson Group Ltd, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, and 4 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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