Skip to main content

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
Grantham, Mayo, Van Otterloo & Co. LLC53,800$4.69M0.03%––
Morgan Stanley54,120$4.71M0.00%––
Harel Insurance Investments & Financial Services Ltd.22,975$4.92M0.11%––
Prentiss Smith & Co Inc58,421$5.09M2.62%––
Curbstone Financial Management Corp60,472$5.27M1.05%––
Bridgeway Capital Management, LLC64,600$5.63M0.11%––
Hotchkis & Wiley Capital Management LLC73,250$6.38M0.02%––
Heartland Advisors Inc76,975$6.71M0.42%––
Deprince Race & Zollo Inc77,818$6.78M0.18%––
Winslow Asset Management Inc78,585$6.85M1.39%––
EVR Research LP80,000$6.97M5.30%––
Brandywine Global Investment Management, LLC90,954$7.92M0.06%––
Mirae Asset Global Investments Co., Ltd.94,650$8.25M0.03%––
LSV Asset Management110,631$9.64M0.02%––
Littlejohn & Co LLC121,106$10.6M3.40%––
Charles Schwab Investment Management Inc130,660$11.4M0.00%––
Jacobs Levy Equity Management, Inc147,616$12.9M0.10%––
Royce & Associates LP149,131$13.0M0.09%––
Northern Trust Corp152,218$13.3M0.00%––
Geode Capital Management, LLC177,916$15.5M0.00%––
Victory Capital Management Inc182,007$15.9M0.02%––
Rubric Capital Management LP221,514$19.3M1.15%––
Bank of New York Mellon Corp262,030$22.8M0.00%––
Fuller & Thaler Asset Management, Inc.264,352$23.0M0.16%––
FMR LLC275,744$24.0M0.00%––
Janus Henderson Group PLC309,122$26.9M0.01%––
State Street Corp331,865$28.9M0.00%––
Gamco Investors, Inc. Et Al485,338$42.3M0.37%––
Dimensional Fund Advisors LP775,304$67.5M0.02%––
BlackRock Inc.835,693$72.8M0.00%––
Vanguard Group Inc901,842$78.6M0.00%––