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Harley-Davidson, Inc.

HOG Consumer Discretionary
$17.82 +$0.19 (1.08%)
Market Cap: $1.99 B
Gurus Holding
9
Popularity Rank
#602
% of Shares Held
10.05%
Net Activity (Q4 2025)
+$39.02 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 Q4 2025, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $200.38 M.

Top institutional holders include Donald Smith & Co and Renaissance Technologies.

Institutional sentiment is currently Bullish. This is evidenced by a $39.02 M net inflow during the quarter.

Recent activity highlights Ray Dalio who increased their stake by 332.3%. Conversely, Cliff Asness reduced exposure by 55.9%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$54.61 M
Total Buy Value
New Buys 1
Additions 4
-$15.59 M
Total Sell Value
Reductions 3
Sold Out 0

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
3
Net Buyers
5

FAQs for Harley-Davidson, Inc. (HOG)

Major holders include Donald Smith & Co ($182.34 M), Renaissance Technologies ($11.1 M), HOTCHKIS & WILEY ($9.6 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 11.24 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $39.02 M, with 5 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 0 fully exited HOG. The total reported sell value was $15.59 M.

Yes, 1 managers opened new positions in HOG, and 4 increased their existing holdings. The total reported buy value was $54.61 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
3.42% Add 30.8% 8,899,204 $182.34 M Q4 2025
0.02% Add 36.1% 541,544 $11.1 M Q4 2025
0.03% Add 0.7% 468,436 $9.6 M Q4 2025
0.00% Reduce -55.9% 365,348 $7.49 M Q4 2025
0.03% Add 332.3% 364,166 $7.46 M Q4 2025
0.02% Reduce -46.8% 234,158 $4.8 M Q4 2025
0.01% Reduce -30.1% 214,480 $4.39 M Q4 2025
0.00% New Buy 143,105 $2.93 M Q4 2025
0.00% 14,000 $286,860 Q4 2025
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form