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Harley-Davidson, Inc.

HOG Consumer Discretionary
$21.37 $-0.22 (-1.02%)
Market Cap: $2.52 B
Gurus Holding
8
Popularity Rank
#732
% of Shares Held
7.91%
Net Activity (Q3 2025)
+$76.38 M

Guru Ownership Trend

Guru Analysis for Harley-Davidson, Inc. (HOG)

Harley-Davidson, Inc. (HOG), a key player in the Consumer Discretionary sector, continues to attract institutional attention.

As of Q3 2025, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $199.59 M.

Top institutional holders include Donald Smith & Co and Cliff Asness.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $76.38 M net inflow during the quarter.

Recent activity highlights Renaissance Technologies who increased their stake by 730.7%. Conversely, HOTCHKIS & WILEY reduced exposure by 10.2%.

Portfolio Manager % Portfolio Activity Shares Value Period
Donald Smith & Co Donald Smith & Co
3.79% Add 23.3% 6,803,727 $189.82 M Q3 2025
Cliff Asness Cliff Asness
0.01% Add 247.4% 828,068 $23.1 M Q3 2025
HOTCHKIS & WILEY HOTCHKIS & WILEY
0.04% Reduce -10.2% 465,375 $12.98 M Q3 2025
Joel Greenblatt Joel Greenblatt
0.05% Add 79.8% 440,002 $12.28 M Q3 2025
Renaissance Technologies Renaissance Technologies
0.01% Add 730.7% 397,900 $11.1 M Q3 2025
Paul Tudor Jones Paul Tudor Jones
0.01% New Buy 306,652 $8.56 M Q3 2025
Ray Dalio Ray Dalio
0.01% New Buy 84,231 $2.35 M Q3 2025
Mairs and Power Mairs and Power
0.00% 14,000 $390,600 Q3 2025

Key Holders

Top 5 by Value

Donald Smith & Co Donald Smith & Co
$189.82 M
Cliff Asness Cliff Asness
$23.1 M
HOTCHKIS & WILEY HOTCHKIS & WILEY
$12.98 M
Joel Greenblatt Joel Greenblatt
$12.28 M
Renaissance Technologies Renaissance Technologies
$11.1 M

Top 5 by Conviction

Donald Smith & Co Donald Smith & Co
3.79%
Joel Greenblatt Joel Greenblatt
0.05%
HOTCHKIS & WILEY HOTCHKIS & WILEY
0.04%
Renaissance Technologies Renaissance Technologies
0.01%
Paul Tudor Jones Paul Tudor Jones
0.01%

Recent Activity Breakdown (Q3 2025)

+$78.45 M
Total Buy Value
New Buys 2
Additions 4
-$2.07 M
Total Sell Value
Reductions 1
Sold Out 1

Guru Consensus (Q3 2025)

Based on recent activity
Net Sellers
2
Net Buyers
6

FAQs for Harley-Davidson, Inc. (HOG)

Top Guru holders include Donald Smith & Co ($189.82 M), Cliff Asness ($23.1 M), HOTCHKIS & WILEY ($12.98 M). Collectively, tracked Gurus hold 9.34 M shares.

Based on recent 13F filings, the sentiment is Positive (Net Buy). There was a net inflow of $76.38 M, with 6 Gurus buying and 2 Gurus selling.

In the recent quarter, 1 Gurus reduced their positions, and 1 Gurus sold out of HOG completely. Total sell value was $2.07 M.

Yes, 2 Gurus opened new positions in HOG, and 4 added to their existing holdings. Total buy value was $78.45 M.