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, Q2 2021
Institutional positions in Hyster-Yale, Inc. as of Jun 30, 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
- 128
- −3 vs. Q1 2021
- Shares held
- 7.75M
- −79.3K (−1.0%) vs. Q1 2021
- Total value
- $565.4M
- −$119.4M (−17.4%) vs. Q1 2021
- New holders
- 9
- 38 more added
- Sold out
- 12
- 50 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 151 | $305.4M |
| Q1 2026 | 150 | $276.1M |
| Q4 2025 | 144 | $239.9M |
| Q3 2025 | 158 | $301.5M |
| Q2 2025 | 161 | $340.1M |
| Q1 2025 | 178 | $354.2M |
| Q4 2024 | 181 | $435.6M |
| Q3 2024 | 183 | $541.9M |
| Q2 2024 | 175 | $601.1M |
| Q1 2024 | 164 | $538.8M |
| Q4 2023 | 165 | $509.3M |
| Q3 2023 | 140 | $355.1M |
| Q2 2023 | 140 | $424.3M |
| Q1 2023 | 131 | $433.2M |
| Q4 2022 | 106 | $184.8M |
| Q3 2022 | 91 | $155.6M |
| Q2 2022 | 99 | $239.0M |
| Q1 2022 | 107 | $248.2M |
| Q4 2021 | 107 | $306.8M |
| Q3 2021 | 118 | $388.5M |
| Q2 2021 | 128 | $565.4M |
| Q1 2021 | 131 | $684.8M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Hyster-Yale, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 919,172 | $67.1M | 0.00% | +17,330+1.9% | Added |
| BlackRock Inc. | 787,802 | $57.5M | 0.00% | −47,891−5.7% | Reduced |
| Dimensional Fund Advisors LP | 764,483 | $55.8M | 0.02% | −10,821−1.4% | Reduced |
| Gamco Investors, Inc. Et Al | 545,956 | $39.8M | 0.34% | +60,618+12.5% | Added |
| State Street Corp | 316,415 | $23.1M | 0.00% | −15,450−4.7% | Reduced |
| Bank of New York Mellon Corp | 300,534 | $21.9M | 0.00% | +38,504+14.7% | Added |
| Janus Henderson Group PLC | 296,378 | $21.6M | 0.01% | −12,744−4.1% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 261,035 | $19.1M | 0.12% | −3,317−1.3% | Reduced |
| FMR LLC | 257,745 | $18.8M | 0.00% | −17,999−6.5% | Reduced |
| Rubric Capital Management LP | 221,514 | $16.2M | 1.02% | 00.0% | Unchanged |
| Victory Capital Management Inc | 210,400 | $15.4M | 0.01% | +28,393+15.6% | Added |
| Royce & Associates LP | 201,433 | $14.7M | 0.10% | +52,302+35.1% | Added |
| Geode Capital Management, LLC | 182,786 | $13.3M | 0.00% | +4,870+2.7% | Added |
| Northern Trust Corp | 149,769 | $10.9M | 0.00% | −2,449−1.6% | Reduced |
| Jacobs Levy Equity Management, Inc | 141,679 | $10.3M | 0.07% | −5,937−4.0% | Reduced |
| Charles Schwab Investment Management Inc | 127,377 | $9.30M | 0.00% | −3,283−2.5% | Reduced |
| Littlejohn & Co LLC | 126,683 | $9.24M | 3.03% | +5,577+4.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 102,420 | $7.47M | 0.02% | +7,770+8.2% | Added |
| Hotchkis & Wiley Capital Management LLC | 95,240 | $6.95M | 0.02% | +21,990+30.0% | Added |
| Brandywine Global Investment Management, LLC | 85,843 | $6.26M | 0.05% | −5,111−5.6% | Reduced |
| Heartland Advisors Inc | 81,781 | $5.97M | 0.35% | +4,806+6.2% | Added |
| Winslow Asset Management Inc | 79,791 | $5.82M | 1.09% | +1,206+1.5% | Added |
| Deprince Race & Zollo Inc | 75,499 | $5.51M | 0.14% | −2,319−3.0% | Reduced |
| EVR Research LP | 67,500 | $4.93M | 2.86% | −12,500−15.6% | Reduced |
| Bridgeway Capital Management, LLC | 64,600 | $4.71M | 0.08% | 00.0% | Unchanged |
| Morgan Stanley | 61,700 | $4.50M | 0.00% | +7,580+14.0% | Added |
| Curbstone Financial Management Corp | 60,472 | $4.41M | 0.83% | 00.0% | Unchanged |
| Prentiss Smith & Co Inc | 57,252 | $4.18M | 2.01% | −1,169−2.0% | Reduced |
| Nuveen Asset Management, LLC | 56,438 | $4.12M | 0.00% | +5,388+10.6% | Added |
| Russell Investments Group, Ltd. | 50,937 | $3.72M | 0.01% | +10,137+24.8% | Added |
| McDonald Partners LLC | 50,376 | $3.68M | 0.87% | +2,700+5.7% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 50,000 | $3.65M | 0.02% | −3,800−7.1% | Reduced |
| Renaissance Technologies LLC | 45,400 | $3.31M | 0.00% | +45,400 | New |
| First Trust Advisors LP | 43,972 | $3.21M | 0.00% | +18,332+71.5% | Added |
| Diamond Hill Capital Management Inc | 32,138 | $2.35M | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 31,448 | $2.30M | 0.01% | −9,738−23.6% | Reduced |
| Gabelli Funds LLC | 29,900 | $2.18M | 0.01% | +11,400+61.6% | Added |
| Bank of America Corp | 28,450 | $2.08M | 0.00% | −6,895−19.5% | Reduced |
| Clearline Capital LP | 28,226 | $2.06M | 0.31% | −16,307−36.6% | Reduced |
| Deutsche Bank AG | 27,629 | $2.02M | 0.00% | −396−1.4% | Reduced |
| LSV Asset Management | 23,490 | $1.71M | 0.00% | −87,141−78.8% | Reduced |
| Invesco Ltd. | 22,839 | $1.67M | 0.00% | +1,802+8.6% | Added |
| Isthmus Partners, LLC | 21,631 | $1.58M | 0.28% | +265+1.2% | Added |
| JPMorgan Chase & Co | 21,132 | $1.54M | 0.00% | −16,093−43.2% | Reduced |
| Citadel Advisors LLC | 20,749 | $1.51M | 0.00% | −2,293−10.0% | Reduced |
| The PNC Financial Services Group, Inc. | 20,265 | $1.48M | 0.00% | +20,015+8,006.0% | Added |
| Goldman Sachs Group Inc | 19,433 | $1.42M | 0.00% | −17,070−46.8% | Reduced |
| Johnson Investment Counsel Inc | 18,000 | $1.31M | 0.02% | 00.0% | Unchanged |
| UBS Group AG | 17,880 | $1.30M | 0.00% | −6,668−27.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 17,819 | $1.30M | 0.01% | +17,819 | New |
| Wells Fargo & Company | 17,548 | $1.28M | 0.00% | −7,308−29.4% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 16,257 | $1.19M | 0.03% | −6,718−29.2% | Reduced |
| Keybank National Association | 15,786 | $1.15M | 0.01% | 00.0% | Unchanged |
| Martingale Asset Management L P | 15,719 | $1.15M | 0.01% | −96−0.6% | Reduced |
| Swiss National Bank | 15,700 | $1.15M | 0.00% | +900+6.1% | Added |
| Public Employees Retirement System of Ohio | 15,006 | $1.09M | 0.00% | −1,583−9.5% | Reduced |
| Rhumbline Advisers | 14,994 | $1.09M | 0.00% | −1,678−10.1% | Reduced |
| Ameriprise Financial Inc | 14,680 | $1.07M | 0.00% | −4,593−23.8% | Reduced |
| Shell Asset Management Co | 14,190 | $1.04M | 0.02% | +770+5.7% | Added |
| California State Teachers Retirement System | 13,772 | $1.00M | 0.00% | −1,160−7.8% | Reduced |
| Parametric Portfolio Associates LLC | 13,742 | $1.00M | 0.00% | −1,754−11.3% | Reduced |
| Globeflex Capital L P | 13,521 | $987.0K | 0.18% | 00.0% | Unchanged |
| Karpas Strategies, LLC | 13,445 | $981.0K | 0.35% | 00.0% | Unchanged |
| STRS Ohio | 11,300 | $824.0K | 0.00% | +1,100+10.8% | Added |
| Tudor Investment Corp Et Al | 10,655 | $778.0K | 0.02% | +771+7.8% | Added |
| Millennium Management LLC | 10,588 | $773.0K | 0.00% | −2,660−20.1% | Reduced |
| AQR Capital Management LLC | 10,292 | $751.0K | 0.00% | +5,210+102.5% | Added |
| SEI Investments Co | 9,814 | $716.0K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 9,448 | $689.5K | 0.00% | +444+4.9% | Added |
| Panagora Asset Management Inc | 9,233 | $674.0K | 0.00% | −337−3.5% | Reduced |
| New York State Common Retirement Fund | 9,183 | $670.0K | 0.00% | +83+0.9% | Added |
| Virginia Retirement Systems Et Al | 8,700 | $635.0K | 0.01% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 8,689 | $634.0K | 0.00% | +4,358+100.6% | Added |
| Susquehanna Fundamental Investments, LLC | 8,255 | $602.0K | 0.01% | −3,719−31.1% | Reduced |
| Citigroup Inc | 6,997 | $511.0K | 0.00% | −492−6.6% | Reduced |
| Manufacturers Life Insurance Company, The | 5,828 | $425.0K | 0.00% | +101+1.8% | Added |
| Two Sigma Advisers, LP | 5,800 | $423.0K | 0.00% | −2,500−30.1% | Reduced |
| American International Group, Inc. | 5,599 | $409.0K | 0.00% | −174−3.0% | Reduced |
| Credit Suisse AG | 5,564 | $403.0K | 0.00% | −838−13.1% | Reduced |
| Squarepoint Ops LLC | 5,130 | $374.0K | 0.00% | +5,130 | New |
| Rodgers Brothers Inc. | 5,100 | $372.0K | 0.07% | +2,000+64.5% | Added |
| Price T Rowe Associates Inc | 4,895 | $357.0K | 0.00% | +826+20.3% | Added |
| LPL Financial LLC | 4,723 | $345.0K | 0.00% | −16−0.3% | Reduced |
| Alliancebernstein L.P. | 4,598 | $336.0K | 0.00% | −1,500−24.6% | Reduced |
| HRT Financial LP | 4,310 | $314.0K | 0.00% | +4,310 | New |
| American Century Companies Inc | 4,135 | $302.0K | 0.00% | +496+13.6% | Added |
| Voya Investment Management LLC | 4,032 | $294.0K | 0.00% | −330−7.6% | Reduced |
| Quinn Opportunity Partners LLC | 4,000 | $292.0K | 0.02% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 3,898 | $284.5K | 0.00% | −2,289−37.0% | Reduced |
| Cresset Asset Management, LLC | 3,896 | $284.0K | 0.00% | +1,310+50.7% | Added |
| MetLife Investment Management | 3,777 | $275.6K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 3,737 | $273.0K | 0.00% | −10,473−73.7% | Reduced |
| Weik Capital Management | 3,700 | $270.0K | 0.11% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 3,700 | $270.0K | 0.00% | +3,700 | New |
| Quadrature Capital Ltd | 3,696 | $269.0K | 0.01% | +3,696 | New |
| HITE Hedge Asset Management LLC | 3,607 | $263.0K | 0.04% | −12,027−76.9% | Reduced |
| Welch Group, LLC | 3,550 | $259.0K | 0.02% | 00.0% | Unchanged |
| Legal & General Group Plc | 3,363 | $245.0K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 3,331 | $243.0K | 0.00% | −97−2.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 3,000 | $219.0K | 0.01% | 00.0% | Unchanged |