Oshkosh Corporation
MX ˙ BMV ˙ US6882392011
SecurityMX:OSK / Oshkosh Corporation
InstitutionCreative Planning
Latest Disclosed Ownership22,153 shares
Latest Disclosed Value $ 3,261,116
Creative Planning reports 21.82% increase in ownership of OSK / Oshkosh Corporation

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 22,153 shares of Oshkosh Corporation (MX:OSK) valued at $3,261,116 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 18,185 shares of Oshkosh Corporation. This represents a change in shares of 21.82% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F OSHKOSH COM 688239201 22,153 3,968 21.82 3,261 42.78 0.0022
2026-02-17 2025-12-31 13F OSHKOSH COM 688239201 18,185 1,840 11.26 2,285 7.79 0.0016
2025-11-14 2025-09-30 13F OSHKOSH COM 688239201 16,345 1,173 7.73 2,120 23.05 0.0016
2025-08-08 2025-06-30 13F OSHKOSH COM 688239201 15,172 -1,963 -11.46 1,723 6.82 0.0015
2025-05-15 2025-03-31 13F OSHKOSH COM 688239201 17,135 5,292 44.68 1,612 43.29 0.0015
2025-02-14 2024-12-31 13F OSHKOSH COM 688239201 11,843 -405 -3.31 1,126 -8.31 0.0011
2024-10-11 2024-09-30 13F OSHKOSH COM 688239201 12,248 -254 -2.03 1,227 -9.25 0.0012
2024-08-15 2024-06-30 13F OSHKOSH COM 688239201 12,502 -20 -0.16 1,353 -13.39 0.0014
2024-05-13 2024-03-31 13F OSHKOSH COM 688239201 12,522 1,202 10.62 1,562 27.22 0.0017
2024-02-14 2023-12-31 13F OSHKOSH COM 688239201 11,320 -11,024 -49.34 1,227 -42.45 0.0023
2023-11-16 2023-09-30 13F OSHKOSH COM 688239201 22,344 2,806 14.36 2,132 26.08 0.0028
2023-07-21 2023-06-30 13F OSHKOSH COM 688239201 19,538 217 1.12 1,692 5.23 0.0023
2023-05-15 2023-03-31 13F OSHKOSH COM 688239201 19,321 -126,607 -86.76 1,607 -87.51 0.0023
2023-02-10 2022-12-31 13F OSHKOSH COM 688239201 145,928 -20,525 -12.33 12,869 9.99 0.0194
2022-11-03 2022-09-30 13F OSHKOSH COM 688239201 166,453 9,927 6.34 11,700 -9.00 0.0202
2022-08-15 2022-06-30 13F OSHKOSH COM 688239201 156,526 1,790 1.16 12,857 -17.45 0.0212
2022-05-16 2022-03-31 13F OSHKOSH COM 688239201 154,736 149,295 2,743.89 15,574 2,440.62 0.0241
2022-02-11 2021-12-31 13F OSHKOSH COM 688239201 5,441 44 0.82 613 11.05 0.0010
2021-11-10 2021-09-30 13F OSHKOSH COM 688239201 5,397 16 0.30 552 -17.73 0.0010
2021-08-04 2021-06-30 13F OSHKOSH COM 688239201 5,381 -7,560 -58.42 671 -56.32 0.0012
2021-04-30 2021-03-31 13F CreativePlanning COM 688239201 12,941 1,515 13.26 1,536 56.26 0.0031
2021-01-29 2020-12-31 13F OSHKOSH COM 688239201 11,426 26 0.23 983 17.30 0.0022
2020-11-05 2020-09-30 13F OSHKOSH COM 688239201 11,400 -15 -0.13 838 2.44 0.0022
2020-07-23 2020-06-30 13F OSHKOSH COM 688239201 11,415 97 0.86 818 12.36 0.0024
2020-05-05 2020-03-31 13F OSHKOSH COM 688239201 11,318 -56 -0.49 728 -32.40 0.0026
2020-01-30 2019-12-31 13F OSHKOSH COM 688239201 11,374 999 9.63 1,077 37.02 0.0032
2019-11-01 2019-09-30 13F OSHKOSH COM 688239201 10,375 34 0.33 786 -8.92 0.0026
2019-07-26 2019-06-30 13F OSHKOSH COM 688239201 10,341 390 3.92 863 15.37 0.0029
2019-04-24 2019-03-31 13F OSHKOSH COM 688239201 9,951 18 0.18 748 22.82 0.0027
2019-02-12 2018-12-31 13F/A-1 OSHKOSH COM 688239201 9,933 -189 -1.87 609 -15.53 0.0025
2019-02-01 2018-12-31 13F OSHKOSH COM 688239201 9,933 -189 609
2018-10-25 2018-09-30 13F OSHKOSH COM 688239201 10,122 -566 -5.30 721 -4.12 0.0027
2018-07-20 2018-06-30 13F OSHKOSH COM 688239201 10,688 663 6.61 752 -2.97 0.0030
2018-04-18 2018-03-31 13F OSHKOSH COM 688239201 10,025 289 2.97 775 -12.43 0.0032
2018-01-17 2017-12-31 13F OSHKOSH COM 688239201 9,736 -35 -0.36 885 9.80 0.0038
2017-10-17 2017-09-30 13F OSHKOSH COM 688239201 9,771 -164 -1.65 806 17.84 0.0037
2017-07-12 2017-06-30 13F OSHKOSH COM 688239201 9,935 174 1.78 684 2.24 0.0035
2017-04-07 2017-03-31 13F OSHKOSH COM 688239201 9,761 -62 -0.63 669 5.35 0.0037
2017-01-09 2016-12-31 13F OSHKOSH COM 688239201 9,823 62 0.64 635 16.09 0.0039
2016-10-12 2016-09-30 13F OSHKOSH COM 688239201 9,761 2,515 34.71 547 58.09 0.0035
2016-07-12 2016-06-30 13F OSHKOSH COM 688239201 7,246 6,323 685.05 346 810.53 0.0025
2016-04-08 2016-03-31 13F OSHKOSH COM 688239201 923 -450 -32.77 38 -29.63 0.0003
2016-01-11 2015-12-31 13F OSHKOSH COM 688239201 1,373 -500 -26.70 54 -20.59 0.0004
2015-10-09 2015-09-30 13F OSHKOSH COM 688239201 1,873 1,873 0.00 68 0.0006
2015-07-09 2015-06-30 13F OSHKOSH COM 688239201 0 -2,103 -100.00 0 -100.00
2015-04-13 2015-03-31 13F OSHKOSH COM 688239201 2,103 2,103 0.00 103 0.0010
2015-01-29 2014-12-31 13F OSHKOSH COM 688239201 0 -233 -100.00 0 -100.00
2014-10-10 2014-09-30 13F OSHKOSH COM 688239201 233 0 0.00 10 -23.08 0.0001
2014-08-20 2014-06-30 13F OSHKOSH COM 688239201 233 0 0.00 13 -7.14 0.0002
2014-04-11 2014-03-31 13F OSHKOSH COM 688239201 233 0 0.00 14 16.67 0.0002
2014-01-06 2013-12-31 13F OSHKOSH COM 688239201 233 -250 -51.76 12 -50.00 0.0002
2013-10-10 2013-09-30 13F OSHKOSH COM 688239201 483 -362 -42.84 24 -25.00 0.0005
2013-07-09 2013-06-30 13F OSHKOSH COM 688239201 845 845 32 0.0007
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.