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Harley-Davidson, Inc.

HOG Consumer Discretionary
$27.87 +$0.91 (3.38%)
Market Cap: $2.9 B
Gurus Holding
10
Popularity Rank
#495
% of Shares Held
13.42%
Net Activity (Q2 2026)
+$12.72 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 Q2 2026, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $389.29 M.

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

Institutional sentiment is currently Bullish. This is evidenced by a $12.72 M net inflow during the quarter.

Recent activity highlights Paul Tudor Jones who opened a new position. Conversely, HOTCHKIS & WILEY reduced exposure by 8.9%.

Key Holders

Top 5 by Value

$226.97 M
$63.83 M
$32.64 M
$10.67 M
$3.15 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$33.09 M
Total Buy Value
New Buys 3
Additions 4
-$20.37 M
Total Sell Value
Reductions 2
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
3
Net Buyers
7

FAQs for Harley-Davidson, Inc. (HOG)

Major holders include Donald Smith & Co ($226.97 M), Cliff Asness ($63.83 M), Joel Greenblatt ($32.64 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 13.97 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $12.72 M, with 7 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited HOG. The total reported sell value was $20.37 M.

Yes, 3 managers opened new positions in HOG, and 4 increased their existing holdings. The total reported buy value was $33.09 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
4.02% Reduce -7.4% 9,279,072 $226.97 M Q2 2026
0.02% Add 64.1% 2,615,019 $63.83 M Q2 2026
0.08% Add 13.0% 1,334,328 $32.64 M Q2 2026
0.03% Reduce -8.9% 436,423 $10.67 M Q2 2026
0.01% Add 48.2% 128,632 $3.15 M Q2 2026
0.00% New Buy 75,086 $1.84 M Q2 2026
0.01% Add 73.5% 40,546 $991,755 Q2 2026
0.00% New Buy 35,300 $863,438 Q2 2026
0.00% 14,000 $342,440 Q2 2026
0.00% New Buy 9,632 $235,599 Q2 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form