HARLEY-DAVIDSON INC (HOG) Institutional Buying Activity
Institutional investors tracked by InsiderSet increased exposure to HARLEY-DAVIDSON INC (HOG) during the quarter ended March 31, 2026 through a combination of new purchases and expanded existing positions disclosed in SEC Form 13F filings.
The largest institutional buyer of HOG during the latest reporting period was Donald Smith & Co., which increased its reported HOG position by approximately $50.37M based on quarter-end filing values. Several additional hedge funds and long-term asset managers also reported meaningful increases in HOG exposure during the quarter.
Institutional buying activity can provide insight into investor conviction, sector allocation trends, and smart money positioning toward HARLEY-DAVIDSON INC (HOG). InsiderSet tracks quarterly accumulation trends, new institutional positions, ownership increases, and estimated performance of newly disclosed holdings using SEC filing data and recent market prices.
The investors highlighted on this page collectively added approximately $302.38M in reported HOG exposure during the latest filing period, reflecting continued institutional interest in HARLEY-DAVIDSON INC's growth initiatives and strategic positioning.
| Portfolio quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q1 2026 | Third Avenue Management | Buy | 1,462,670 | 1,462,670 | $29,575,187 |
| Q1 2026 | Donald Smith & Co. | Buy | 1,117,670 | 10,016,874 | $202,541,192 |
| Q4 2025 | Donald Smith & Co. | Buy | 2,095,477 | 8,899,204 | $182,344,690 |
| Q4 2025 | Renaissance Technologies LLC | Buy | 143,644 | 541,544 | $11,096,237 |
| Q3 2025 | Donald Smith & Co. | Buy | 1,285,932 | 6,803,727 | $189,823,983 |
| Q3 2025 | Renaissance Technologies LLC | Buy | 350,000 | 397,900 | $11,101,410 |
| Q2 2025 | Donald Smith & Co. | Buy | 2,108,099 | 5,517,795 | $130,219,962 |
| Q2 2025 | Mairs & Power Growth Fund | Buy | 7,000 | 14,000 | $330,400 |
| Q1 2025 | Donald Smith & Co. | Buy | 1,738,017 | 3,409,696 | $86,094,824 |
| Q4 2024 | Donald Smith & Co. | Buy | 1,671,679 | 1,671,679 | $50,367,688 |
| Q3 2024 | Renaissance Technologies LLC | Buy | 337,500 | 344,400 | $13,269,732 |
| Q4 2023 | Thunderbird Partners | Buy | 6,050 | 91,005 | $3,352,624 |
| Q1 2023 | Renaissance Technologies LLC | Buy | 7,700 | 17,200 | $653 |
| Q3 2022 | Thunderbird Partners | Buy | 90,761 | 3,230,043 | $112,664 |
| Q3 2022 | Mairs & Power Growth Fund | Buy | 7,000 | 14,458 | $504 |
| Q2 2022 | Thunderbird Partners | Buy | 429,956 | 3,139,282 | $99,390 |
| Q2 2022 | First Eagle U.S. Value | Buy | 18,049 | 70,942 | $2,246 |
| Q1 2022 | Thunderbird Partners | Buy | 270,931 | 2,709,326 | $106,747 |
| Q1 2022 | First Eagle U.S. Value | Buy | 22,793 | 52,893 | $2,084 |
| Q4 2021 | Thunderbird Partners | Buy | 968,475 | 2,438,395 | $91,903 |
| Q4 2021 | First Eagle U.S. Value | Buy | 30,100 | 30,100 | $1,134 |
| Q3 2021 | Renaissance Technologies LLC | Buy | 766,518 | 1,666,018 | $60,993 |
| Q2 2021 | Renaissance Technologies LLC | Buy | 808,600 | 899,500 | $41,215 |
| Q1 2021 | Thunderbird Partners | Buy | 1,521,163 | 2,268,867 | $90,982 |
| Q1 2021 | Mairs & Power Growth Fund | Buy | 4,288 | 7,458 | $299 |
| Q4 2020 | Thunderbird Partners | Buy | 747,704 | 747,704 | $27,441 |
| Q3 2020 | Renaissance Technologies LLC | Buy | 283,757 | 516,357 | $12,671 |
| Q1 2020 | Dodge & Cox Stock Fund | Buy | 56,395 | 10,068,831 | $190,603 |
| Q4 2019 | Sequoia Financial Advisors | Buy | 13,203 | 18,773 | $698 |
| Q3 2019 | Dodge & Cox Stock Fund | Buy | 147,600 | 10,045,586 | $361,340 |
Frequently asked questions about HOG activity
Which institutional owners are buying HOG?
Institutional owners buying HOG include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in HOG activity?
"Buy" means an investor increased their reported position in HOG compared to the prior reporting period. This reflects growing exposure to HARLEY-DAVIDSON INC (HOG) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in HOG increasing?
Institutional interest in HOG can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.