13FPulse
HO

HOG HARLEY-DAVIDSON INC

2026Q2 · CUSIP 412822108 · Sector: Industrials

Piling in

Net holder growth ranks near the top of the market

Funds that own it
427
Institutions that reported holding it to the SEC
Net increase in holders
+31
Last quarter 396 → now 427
How unusual is that
Top 20%
Stronger buying than 90% of US stocks
What the filings say, in one paragraph

427 funds held HOG at the end of 2026Q2, up 31 from the quarter before. That is stronger buying than 89.9% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $4.2B(YoY -5.3%), the P/E is 15.4x, return on equity is 6.5%. HOG has had 13 buying rushes in its history, and the price moved -10.6% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Industrials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=431 2013Q4: holders=455 2014Q1: holders=466 2014Q2: holders=504 2014Q3: holders=496 2014Q4: holders=523 2015Q1: holders=492 2015Q2: holders=530 2015Q3: holders=538 2015Q4: holders=543 2016Q1: holders=531 2016Q2: holders=518 2016Q3: holders=519 2016Q4: holders=544 2017Q1: holders=544 2017Q2: holders=527 2017Q3: holders=488 2017Q4: holders=527 2018Q1: holders=497 2018Q2: holders=507 2018Q3: holders=492 2018Q4: holders=477 2019Q1: holders=470 2019Q2: holders=461 2019Q3: holders=438 2019Q4: holders=465 2020Q1: holders=416 2020Q2: holders=394 2020Q3: holders=382 2020Q4: holders=424 2021Q1: holders=415 2021Q2: holders=446 2021Q3: holders=409 2021Q4: holders=429 2022Q1: holders=426 2022Q2: holders=400 2022Q3: holders=414 2022Q4: holders=449 2023Q1: holders=438 2023Q2: holders=429 2023Q3: holders=412 2023Q4: holders=421 2024Q1: holders=412 2024Q2: holders=413 2024Q3: holders=419 2024Q4: holders=412 2025Q1: holders=391 2025Q2: holders=398 2025Q3: holders=404 2025Q4: holders=389 2026Q1: holders=396 2026Q2: holders=427 -49 -24.5 +0 +24.5 +49 343458572 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 13 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 20%
2022Q4 Top 20% -29.7% -29.0%
2022Q3 Top 10% +4.0% -30.1%
2021Q2 Top 10% -3.5% +5.8%
2020Q4 Top 20% +40.2% +15.8%
2019Q4 Top 20% -42.0% -17.5%
2017Q4 Top 20% -9.9% -9.6%
2016Q4 Top 20% -6.5% -15.9%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
169
Change in large funds
+13
Total value they hold
$2.6B
Funds buying for the first time
94
Funds that sold out entirely
63
Price change that quarter
+15.1%
Funds holding puts (bearish)
15
Funds holding calls (bullish)
16

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
15.4
EPS (TTM)
$1.80
EPS YoY
-11.8%
Revenue (TTM)
$4.2B
Revenue YoY
-5.3%
Net margin
4.8%
ROE
6.5%
Debt ratio
57.2%
FCF (TTM)
-$133M
Dividend (TTM)
$0.73
Quarterly Revenue & EPS
2021-09-26: EPS 1.05 2021-12-31: EPS 0.13 2022-03-27: EPS 1.45 2022-06-26: EPS 1.46 2022-09-25: EPS 1.78 2022-12-31: EPS 0.27 2023-03-31: EPS 2.04 2023-06-30: EPS 1.22 2023-09-30: EPS 1.38 2023-12-31: EPS 0.23 2024-03-31: EPS 1.72 2024-06-30: EPS 1.63 2024-09-30: EPS 0.91 2024-12-31: EPS -0.82 2025-03-31: EPS 1.07 2025-06-30: EPS 0.88 2025-09-30: EPS 3.10 2025-12-31: EPS -2.27 2026-03-31: EPS 0.22 2026-06-30: EPS 0.75 0B 0.9B 1.8B $B -2.50 0.46 3.41 20212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 7 5 11 16 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-260M162M585M 20162017201820192020202120222023202420252026
Latest quarter $-260M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.