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)
Guru Consensus (Q4 2025)
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.