Dimensional Funds holds 5.1% of Oshkosh Corp (OSK) stock
Filing Impact
Filing Sentiment
Form Type
SCHEDULE 13G
Rhea-AI Filing Summary
Dimensional Fund Advisors, a Delaware limited partnership and registered investment adviser, reports that it may be deemed to beneficially own 3,206,164 shares of Oshkosh Corp common stock, representing 5.1% of the class as of June 30, 2026.
The shares are held by affiliated funds for which Dimensional acts as adviser or sub-adviser. Dimensional has sole voting power over 3,152,133 shares and sole dispositive power over 3,206,164 shares, with no shared voting or dispositive power, and disclaims beneficial ownership except for Section 13(d) reporting purposes.
Positive
- None.
Negative
- None.
Key Figures
Beneficial ownership: 3,206,164 shares
Percent of class: 5.1%
Sole voting power: 3,152,133 shares
+3 more
6 metrics
Beneficial ownership
3,206,164 shares
Shares of Oshkosh Corp common stock beneficially owned by Dimensional as of 06/30/2026
Percent of class
5.1%
Percentage of Oshkosh Corp common stock class represented by Dimensional’s reported holdings
Sole voting power
3,152,133 shares
Number of shares for which Dimensional has sole power to vote or direct the vote
Shared voting power
0 shares
Number of shares for which Dimensional has shared power to vote or direct the vote
Sole dispositive power
3,206,164 shares
Number of shares for which Dimensional has sole power to dispose or direct disposition
Shared dispositive power
0 shares
Number of shares for which Dimensional has shared power to dispose or direct disposition
Key Terms
beneficial owner, sole power to vote or to direct the vote, sole power to dispose or to direct the disposition, Investment Company Act of 1940, +2 more
6 terms
beneficial owner financial
"may be deemed to be the beneficial owner of the shares of the Issuer"
A beneficial owner is the person who ultimately owns or controls a financial asset or property, even if their name isn't directly on official documents. Think of it like someone who secretly holds the keys to a safe deposit box—others may appear to have access, but the true owner is the one who benefits from what's inside. Identifying beneficial owners helps ensure transparency and prevent illegal activities like money laundering or fraud.
sole power to vote or to direct the vote financial
"Number of shares as to which the person has | (i) Sole power to vote or to direct the vote"
sole power to dispose or to direct the disposition financial
"(iii) Sole power to dispose or to direct the disposition of: 3,206,164"
Investment Company Act of 1940 financial
"furnishes investment advice to four investment companies registered under the Investment Company Act of 1940"
A U.S. federal law that sets the rulebook for pooled investment vehicles such as mutual funds, exchange-traded funds and similar money managers, requiring them to register with regulators, disclose holdings and fees, limit conflicts of interest, and follow governance standards. It matters to investors because these protections and transparency rules act like a referee and scoreboard, helping people compare funds, trust that managers follow fair practices, and spot hidden costs or risks.
Section 13(d) of the Securities Exchange Act of 1934 financial
"for any other purposes than Section 13(d) of the Securities Exchange Act of 1934"
Section 13(d) of the Securities Exchange Act of 1934 is a U.S. rule that requires anyone who buys more than 5% of a public company’s shares to publicly disclose who they are, how many shares they own, and their intentions toward the company. For investors, this is like a neighborhood alert when someone acquires a large stake in a building: it reveals potential changes in control or strategy that could affect the stock’s price, governance, or future direction.
disclaims beneficial ownership financial
"Dimensional disclaims beneficial ownership of such securities"
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What stake in Oshkosh Corp (OSK) does Dimensional Fund Advisors report?
Dimensional Fund Advisors reports that it may be deemed to beneficially own 3,206,164 Oshkosh Corp common shares, representing 5.1% of the company’s common stock as of June 30, 2026, through funds it advises.
Does any single Dimensional-advised fund hold over 5% of Oshkosh Corp (OSK)?
According to Dimensional, no individual advised fund holds more than 5% of Oshkosh Corp’s common stock. The aggregate 5.1% position reflects combined holdings across multiple funds managed or sub-advised by Dimensional.