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Hyster-Yale, Inc.

HY
Exchange
NYSE
Industry
Industrial Trucks, Tractors, Trailors & Stackers
SEC CIK
0001173514

No open-market purchases or sales by Hyster-Yale, Inc. insiders were filed in the last 90 days; 151 institutions reported holding it in 13F filings for Q2 2026, worth $305.4M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Hyster-Yale, Inc. as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
131
No complete 13F data for Q4 2020
Shares held
7.83M
No complete 13F data for Q4 2020
Total value
$684.8M
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting HY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 131 institutions
Q1 2021: 131 institutionsQ2 2021: 128 institutionsQ3 2021: 118 institutionsQ4 2021: 107 institutionsQ1 2022: 107 institutionsQ2 2022: 99 institutionsQ3 2022: 91 institutionsQ4 2022: 106 institutionsQ1 2023: 131 institutionsQ2 2023: 140 institutionsQ3 2023: 140 institutionsQ4 2023: 165 institutionsQ1 2024: 164 institutionsQ2 2024: 175 institutionsQ3 2024: 183 institutionsQ4 2024: 181 institutionsQ1 2025: 178 institutionsQ2 2025: 161 institutionsQ3 2025: 158 institutionsQ4 2025: 144 institutionsQ1 2026: 150 institutionsQ2 2026: 151 institutions
Value heldQ1 2021: $684.8M
Q1 2021: $684.8MQ2 2021: $565.4MQ3 2021: $388.5MQ4 2021: $306.8MQ1 2022: $248.2MQ2 2022: $239.0MQ3 2022: $155.6MQ4 2022: $184.8MQ1 2023: $433.2MQ2 2023: $424.3MQ3 2023: $355.1MQ4 2023: $509.3MQ1 2024: $538.8MQ2 2024: $601.1MQ3 2024: $541.9MQ4 2024: $435.6MQ1 2025: $354.2MQ2 2025: $340.1MQ3 2025: $301.5MQ4 2025: $239.9MQ1 2026: $276.1MQ2 2026: $305.4M
Institutions holding HY and their total value by quarter
QuarterHoldersValue
Q2 2026151$305.4M
Q1 2026150$276.1M
Q4 2025144$239.9M
Q3 2025158$301.5M
Q2 2025161$340.1M
Q1 2025178$354.2M
Q4 2024181$435.6M
Q3 2024183$541.9M
Q2 2024175$601.1M
Q1 2024164$538.8M
Q4 2023165$509.3M
Q3 2023140$355.1M
Q2 2023140$424.3M
Q1 2023131$433.2M
Q4 2022106$184.8M
Q3 202291$155.6M
Q2 202299$239.0M
Q1 2022107$248.2M
Q4 2021107$306.8M
Q3 2021118$388.5M
Q2 2021128$565.4M
Q1 2021131$684.8M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Hyster-Yale, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding HY in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc901,842$78.6M0.00%––
BlackRock Inc.835,693$72.8M0.00%––
Dimensional Fund Advisors LP775,304$67.5M0.02%––
Gamco Investors, Inc. Et Al485,338$42.3M0.37%––
State Street Corp331,865$28.9M0.00%––
Janus Henderson Group PLC309,122$26.9M0.01%––
FMR LLC275,744$24.0M0.00%––
Fuller & Thaler Asset Management, Inc.264,352$23.0M0.16%––
Bank of New York Mellon Corp262,030$22.8M0.00%––
Rubric Capital Management LP221,514$19.3M1.15%––
Victory Capital Management Inc182,007$15.9M0.02%––
Geode Capital Management, LLC177,916$15.5M0.00%––
Northern Trust Corp152,218$13.3M0.00%––
Royce & Associates LP149,131$13.0M0.09%––
Jacobs Levy Equity Management, Inc147,616$12.9M0.10%––
Charles Schwab Investment Management Inc130,660$11.4M0.00%––
Littlejohn & Co LLC121,106$10.6M3.40%––
LSV Asset Management110,631$9.64M0.02%––
Mirae Asset Global Investments Co., Ltd.94,650$8.25M0.03%––
Brandywine Global Investment Management, LLC90,954$7.92M0.06%––
EVR Research LP80,000$6.97M5.30%––
Winslow Asset Management Inc78,585$6.85M1.39%––
Deprince Race & Zollo Inc77,818$6.78M0.18%––
Heartland Advisors Inc76,975$6.71M0.42%––
Hotchkis & Wiley Capital Management LLC73,250$6.38M0.02%––
Bridgeway Capital Management, LLC64,600$5.63M0.11%––
Curbstone Financial Management Corp60,472$5.27M1.05%––
Prentiss Smith & Co Inc58,421$5.09M2.62%––
Harel Insurance Investments & Financial Services Ltd.22,975$4.92M0.11%––
Morgan Stanley54,120$4.71M0.00%––
Grantham, Mayo, Van Otterloo & Co. LLC53,800$4.69M0.03%––
Arrowstreet Capital, Limited Partnership52,449$4.57M0.01%––
Nuveen Asset Management, LLC51,050$4.45M0.00%––
McDonald Partners LLC47,676$4.15M1.07%––
Clearline Capital LP44,533$3.88M0.68%––
Acadian Asset Management LLC41,186$3.58M0.01%––
Russell Investments Group, Ltd.40,800$3.55M0.01%––
JPMorgan Chase & Co37,225$3.24M0.00%––
Goldman Sachs Group Inc36,503$3.18M0.00%––
Bank of America Corp35,345$3.08M0.00%––
Diamond Hill Capital Management Inc32,138$2.80M0.01%––
Deutsche Bank AG28,025$2.44M0.00%––
First Trust Advisors LP25,640$2.23M0.00%––
Wells Fargo & Company24,856$2.17M0.00%––
UBS Group AG24,548$2.14M0.00%––
Citadel Advisors LLC23,042$2.01M0.00%––
Isthmus Partners, LLC21,366$1.86M0.34%––
Invesco Ltd.21,037$1.83M0.00%––
California Public Employees Retirement System20,100$1.75M0.00%––
Jane Street Group, LLC19,763$1.72M0.00%––
Ameriprise Financial Inc19,273$1.68M0.00%––
Gabelli Funds LLC18,500$1.61M0.01%––
Johnson Investment Counsel Inc18,000$1.57M0.02%––
Rhumbline Advisers16,672$1.45M0.00%––
Public Employees Retirement System of Ohio16,589$1.45M0.01%––
Martingale Asset Management L P15,815$1.38M0.02%––
Keybank National Association15,786$1.38M0.01%––
HITE Hedge Asset Management LLC15,634$1.36M0.20%––
Parametric Portfolio Associates LLC15,496$1.35M0.00%––
California State Teachers Retirement System14,932$1.30M0.00%––
Swiss National Bank14,800$1.29M0.00%––
Susquehanna International Group, LLP14,210$1.24M0.00%––
Globeflex Capital L P13,521$1.18M0.21%––
Karpas Strategies, LLC13,445$1.17M0.44%––
Shell Asset Management Co13,420$1.17M0.02%––
Millennium Management LLC13,248$1.15M0.00%––
Susquehanna Fundamental Investments, LLC11,974$1.04M0.02%––
STRS Ohio10,200$888.0K0.00%––
Tudor Investment Corp Et Al9,884$861.0K0.02%––
SEI Investments Co9,814$855.0K0.00%––
Panagora Asset Management Inc9,570$834.0K0.00%––
New York State Common Retirement Fund9,100$793.0K0.00%––
UBS Asset Management Americas Inc9,004$784.4K0.00%––
Virginia Retirement Systems Et Al8,700$758.0K0.01%––
Two Sigma Advisers, LP8,300$723.0K0.00%––
Barclays PLC8,280$721.0K0.00%––
Citigroup Inc7,489$652.0K0.00%––
Simplex Trading, LLC6,762$589.0K0.03%––
Credit Suisse AG6,402$558.0K0.00%––
BNP Paribas Arbitrage, SA6,187$539.0K0.00%––
Alliancebernstein L.P.6,098$531.0K0.00%––
American International Group, Inc.5,773$503.0K0.00%––
Manufacturers Life Insurance Company, The5,727$499.0K0.00%––
AQR Capital Management LLC5,082$443.0K0.00%––
LPL Financial LLC4,739$413.0K0.00%––
Tower Research Capital LLC (TRC)4,652$405.0K0.01%––
Voya Investment Management LLC4,362$380.0K0.00%––
D. E. Shaw & Co., Inc.4,331$377.0K0.00%––
Price T Rowe Associates Inc4,069$354.0K0.00%––
Quinn Opportunity Partners LLC4,000$348.0K0.02%––
MetLife Investment Management3,777$329.1K0.00%––
Weik Capital Management3,700$322.0K0.14%––
American Century Companies Inc3,639$317.0K0.00%––
Welch Group, LLC3,550$309.0K0.02%––
Altshuler Shaham Ltd3,428$299.0K0.00%––
Legal & General Group Plc3,363$293.0K0.00%––
Harvest Investment Services, LLC3,309$288.0K0.13%––
Rodgers Brothers Inc.3,100$270.0K0.06%––
Benjamin F. Edwards & Company, Inc.3,000$261.0K0.01%––
Cornerstone Investment Partners, LLC2,980$260.0K0.01%––