Boston Partners Discloses 5.49M H-D Shares, Sole Voting Power
Ticker: HOG · Form: SC 13G/A · Filed: Feb 13, 2024 · CIK: 793952
| Field | Detail |
|---|---|
| Company | Harley-Davidson, INC. (HOG) |
| Form Type | SC 13G/A |
| Filed Date | Feb 13, 2024 |
| Risk Level | low |
| Pages | 3 |
| Reading Time | 4 min |
| Sentiment | neutral |
Complexity: simple
Sentiment: neutral
Topics: institutional-ownership, amendment, passive-investing
TL;DR
**Boston Partners owns 5.49M H-D shares, watch for institutional sentiment shifts.**
AI Summary
Boston Partners, an investment management firm, filed an amended Schedule 13G/A on February 13, 2024, disclosing its beneficial ownership in Harley-Davidson, Inc. As of December 31, 2023, Boston Partners holds sole voting power over 5,489,078 shares of Harley-Davidson's common stock. This filing indicates a significant institutional stake, which can influence the stock's stability and investor confidence.
Why It Matters
This filing shows a major institutional investor's continued confidence (or lack thereof) in Harley-Davidson, which can impact the stock's perceived value and trading activity.
Risk Assessment
Risk Level: low — This is a routine update on institutional ownership and does not inherently introduce new risks to the company or its investors.
Analyst Insight
Investors should note Boston Partners' continued significant, passive stake in Harley-Davidson, as large institutional holdings can provide a degree of stability but don't necessarily signal an imminent price movement. Monitor future 13G/A filings for changes in their position.
Key Numbers
- 5,489,078 — Shares with Sole Voting Power (Represents Boston Partners' significant stake in Harley-Davidson, Inc. as of December 31, 2023.)
Key Players & Entities
- Boston Partners (company) — the investment management firm filing the SC 13G/A
- Harley-Davidson, Inc. (company) — the subject company whose shares are being reported
- 5,489,078 (dollar_amount) — number of shares with sole voting power held by Boston Partners
- December 31, 2023 (date) — the date of the event requiring the filing
- February 13, 2024 (date) — the filing date of the SC 13G/A
Forward-Looking Statements
- Boston Partners will maintain a significant stake in Harley-Davidson, Inc. for the foreseeable future. (Boston Partners) — medium confidence, target: December 31, 2024
FAQ
What type of filing is this document?
This document is an SC 13G/A, which is an amendment to a Schedule 13G, indicating an update to a passive institutional ownership report.
Who is the reporting person in this filing?
The reporting person is Boston Partners, an investment management firm based in Boston, MA.
What is the subject company of this filing?
The subject company is HARLEY-DAVIDSON, INC., with a CIK of 0000793952.
How many shares of Harley-Davidson, Inc. does Boston Partners have sole voting power over?
As of December 31, 2023, Boston Partners has sole voting power over 5,489,078 shares of Harley-Davidson, Inc. common stock.
What was the date of the event that required this filing?
The date of the event which required this filing was December 31, 2023.
Filing Stats: 1,020 words · 4 min read · ~3 pages · Grade level 8.7 · Accepted 2024-02-13 15:10:27
Filing Documents
- hoga3_21324.htm (SC 13G/A) — 26KB
- 0001085146-24-001193.txt ( ) — 28KB
(a)
ITEM 1(a). NAME OF ISSUER: HARLEY-DAVIDSON, INC
(b)
ITEM 1(b). ADDRESS OF ISSUER'S PRINCIPAL EXECUTIVE OFFICES: 3700 W JUNEAU AVE MILWAUKEE WI 53208
(a)
ITEM 2(a). NAME OF PERSON FILING: Boston Partners
(b)
ITEM 2(b). ADDRESS OF PRINCIPAL BUSINESS OFFICE OR, IF NONE, RESIDENCE: One Beacon Street 30th FL Boston, MA 02108
(c)
ITEM 2(c). CITIZENSHIP: Delaware
(d)
ITEM 2(d). TITLE OF CLASS OF SECURITIES: Common Stock
(e)
ITEM 2(e). CUSIP NUMBER: 412822108 ITEM 3. IF THIS STATEMENT IS FILED PURSUANT TO SECTION 240.13d-1(b), or 13d-2(b) or (c) CHECK WHETHER THE PERSON FILING IS A: (a) [ ] Broker or dealer registered under Section 15 of the Act (15 U.S.C. 78c); (b) [ ] Bank as defined in Section 3(a)(6) of the Act (15 U.S.C. 78c); (c) [ ] Insurance company as defined in Section 3(a)(19) of the Act (15 U.S.C. 78c); (d) [ ] Investment company registered under Section 8 of the Investment Company Act of 1940 (15 U.S.C 80a-8); (e) [X] An investment adviser in accordance with 240.13d-1(b)(1)(ii)(E); (f) [ ] An employee benefit plan or endowment fund in accordance with 240.13d-1(b)(1)(ii)(F); (g) [ ] A parent holding company or control person in accordance with 240.13d-1(b)(1)(ii)(G); (h) [ ] A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813); (i) [ ] A church plan that is excluded from the definition of an investment company under Section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3); (j) [ ] A non-U.S. institution in accordance with 240.13d-1(b)(1)(ii)(J); (k) [ ] Group, in accordance with 240.13d-1(b)(1)(ii)(K). If filing as a non-U.S. institution in accordance with 240.13d1(b)(1)(ii)(J), please specify the type of institution: ITEM 4. (a) Amount beneficially owned: 7,168,487 (b) Percent of class: 5.15% (c) Number of shares as to which the person has: (i) sole power to vote or to direct the vote: Boston Partners : 5,489,078 (ii) shared power to vote or to direct the vote: Boston Partners : 0 (iii) sole power to dispose or direct the disposition of: Boston Partners : 7,168,487 (iv) shared power to dispose or to direct the disposition of: Boston Partners : 0 ITEM 5. If this statement is being filed to report the fact that as of the date hereof the reporting person has ceased to be