🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →

Harley-Davidson, Inc.

HOG Consumer Discretionary
$25.64 $-0.1 (-0.39%)
Market Cap: $2.7 B
Gurus Holding
8
Popularity Rank
#746
% of Shares Held
12.78%
Net Activity (Q1 2026)
+$44.3 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 Q1 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $345.03 M.

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

Institutional sentiment is currently Bullish. This is evidenced by a $44.3 M net inflow during the quarter.

Recent activity highlights Joel Greenblatt who increased their stake by 404.1%. Conversely, Ray Dalio reduced exposure by 76.2%.

Key Holders

Top 5 by Value

$202.54 M
$31.96 M
$23.87 M
$1.76 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$68.33 M
Total Buy Value
New Buys 2
Additions 4
-$24.03 M
Total Sell Value
Reductions 1
Sold Out 3

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
4
Net Buyers
6

FAQs for Harley-Davidson, Inc. (HOG)

Major holders include Donald Smith & Co ($202.54 M), Cliff Asness ($31.96 M), Joel Greenblatt ($23.87 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 13.46 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $44.3 M, with 6 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 3 fully exited HOG. The total reported sell value was $24.03 M.

Yes, 2 managers opened new positions in HOG, and 4 increased their existing holdings. The total reported buy value was $68.33 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
3.64% Add 12.6% 10,016,874 $202.54 M Q1 2026
0.01% Add 336.1% 1,593,129 $31.96 M Q1 2026
0.07% Add 404.1% 1,180,407 $23.87 M Q1 2026
0.03% Add 2.3% 479,263 $9.69 M Q1 2026
0.01% Reduce -76.2% 86,800 $1.76 M Q1 2026
0.28% New Buy 63,000 $1.27 M Q1 2026
0.00% New Buy 23,364 $472,420 Q1 2026
0.00% 14,000 $283,080 Q1 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form