DONALD SMITH & CO., INC. has added 2,095,477 shares of $HOG to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 12-31-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $HOG.
HARLEY-DAVIDSON Hedge Fund Activity
We have seen 161 institutional investors add shares of HARLEY-DAVIDSON stock to their portfolio, and 217 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- MILLENNIUM MANAGEMENT LLC removed 2,448,153 shares (-94.3%) from their portfolio in Q3 2025, for an estimated $68,303,468
- H PARTNERS MANAGEMENT, LLC removed 2,250,000 shares (-28.1%) from their portfolio in Q3 2025, for an estimated $62,775,000
- DONALD SMITH & CO., INC. added 2,095,477 shares (+30.8%) to their portfolio in Q4 2025, for an estimated $42,936,323
- VANGUARD GROUP INC removed 1,511,945 shares (-11.7%) from their portfolio in Q4 2025, for an estimated $30,979,753
- PACER ADVISORS, INC. removed 1,115,069 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $22,847,763
- BANK OF AMERICA CORP /DE/ removed 1,017,000 shares (-79.2%) from their portfolio in Q3 2025, for an estimated $28,374,300
- SG AMERICAS SECURITIES, LLC added 1,014,660 shares (+1277.0%) to their portfolio in Q4 2025, for an estimated $20,790,383
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
HARLEY-DAVIDSON Insider Trading Activity
HARLEY-DAVIDSON insiders have traded $HOG stock on the open market 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $HOG stock by insiders over the last 6 months:
- LUKE CHRISTOPHER MANSFIELD (Chief Commercial Officer) sold 11,500 shares for an estimated $266,954
- CHARLES DO (Sr. Vice President, HDFSI) sold 4,136 shares for an estimated $105,509
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
HARLEY-DAVIDSON Congressional Stock Trading
Members of Congress have traded $HOG stock 4 times in the past 6 months. Of those trades, 3 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $HOG stock by members of Congress over the last 6 months:
- REPRESENTATIVE TIM MOORE has traded it 4 times. They made 3 purchases worth up to $150,000 on 12/18, 12/09, 11/21 and 1 sale worth up to $50,000 on 11/28.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
HARLEY-DAVIDSON Analyst Ratings
Wall Street analysts have issued reports on $HOG in the last several months. We have seen 1 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Morgan Stanley issued a "Underweight" rating on 11/19/2025
- DA Davidson issued a "Buy" rating on 11/10/2025
To track analyst ratings and price targets for HARLEY-DAVIDSON, check out Quiver Quantitative's $HOG forecast page.
HARLEY-DAVIDSON Price Targets
Multiple analysts have issued price targets for $HOG recently. We have seen 5 analysts offer price targets for $HOG in the last 6 months, with a median target of $23.0.
Here are some recent targets:
- James Hardiman from Citigroup set a target price of $23.0 on 01/14/2026
- An analyst from Loop Capital set a target price of $21.0 on 11/25/2025
- Adam Jonas from Morgan Stanley set a target price of $21.0 on 11/19/2025
- Robin Farley from UBS set a target price of $27.0 on 11/13/2025
- Griffin Bryan from DA Davidson set a target price of $30.0 on 11/10/2025
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $HOG ticker page for more data.
