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 |
|---|---|---|---|---|---|
| Signaturefd, LLC | 9 | $1.00K | 0.00% | +9 | New |
| O'Shaughnessy Asset Management, LLC | 21 | $2.00K | 0.00% | −16−43.2% | Reduced |
| Column Capital Advisors, LLC | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 42 | $3.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 35 | $3.00K | 0.00% | +35 | New |
| Quadrant Capital Group LLC | 54 | $4.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 65 | $5.00K | 0.00% | −22−25.3% | Reduced |
| US Bancorp | 72 | $5.00K | 0.00% | +10+16.1% | Added |
| American Portfolios Advisors | 75 | $5.47K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 128 | $9.00K | 0.00% | −2,100−94.3% | Reduced |
| Advisor Group Holdings, Inc. | 139 | $10.0K | 0.00% | +79+131.7% | Added |
| Whittier Trust Co | 150 | $11.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 168 | $12.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 200 | $15.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 200 | $15.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 230 | $17.0K | 0.00% | +154+202.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 336 | $25.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 365 | $27.0K | 0.00% | −4,287−92.2% | Reduced |
| Thompson Siegel & Walmsley LLC | 425 | $31.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 521 | $38.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 783 | $57.0K | 0.00% | +405+107.1% | Added |
| Ameritas Investment Partners, Inc. | 806 | $59.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,108 | $79.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 1,284 | $94.0K | 0.00% | −6,996−84.5% | Reduced |
| Meeder Asset Management Inc | 1,958 | $143.0K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,733 | $199.5K | 0.00% | +197+7.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 3,000 | $219.0K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 3,331 | $243.0K | 0.00% | −97−2.8% | Reduced |
| Legal & General Group Plc | 3,363 | $245.0K | 0.00% | 00.0% | Unchanged |
| Welch Group, LLC | 3,550 | $259.0K | 0.02% | 00.0% | Unchanged |
| HITE Hedge Asset Management LLC | 3,607 | $263.0K | 0.04% | −12,027−76.9% | Reduced |
| Quadrature Capital Ltd | 3,696 | $269.0K | 0.01% | +3,696 | New |
| Weik Capital Management | 3,700 | $270.0K | 0.11% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 3,700 | $270.0K | 0.00% | +3,700 | New |
| Susquehanna International Group, LLP | 3,737 | $273.0K | 0.00% | −10,473−73.7% | Reduced |
| MetLife Investment Management | 3,777 | $275.6K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 3,896 | $284.0K | 0.00% | +1,310+50.7% | Added |
| BNP Paribas Arbitrage, SA | 3,898 | $284.5K | 0.00% | −2,289−37.0% | Reduced |
| Quinn Opportunity Partners LLC | 4,000 | $292.0K | 0.02% | 00.0% | Unchanged |
| Voya Investment Management LLC | 4,032 | $294.0K | 0.00% | −330−7.6% | Reduced |
| American Century Companies Inc | 4,135 | $302.0K | 0.00% | +496+13.6% | Added |
| HRT Financial LP | 4,310 | $314.0K | 0.00% | +4,310 | New |
| Alliancebernstein L.P. | 4,598 | $336.0K | 0.00% | −1,500−24.6% | Reduced |
| LPL Financial LLC | 4,723 | $345.0K | 0.00% | −16−0.3% | Reduced |
| Price T Rowe Associates Inc | 4,895 | $357.0K | 0.00% | +826+20.3% | Added |
| Rodgers Brothers Inc. | 5,100 | $372.0K | 0.07% | +2,000+64.5% | Added |
| Squarepoint Ops LLC | 5,130 | $374.0K | 0.00% | +5,130 | New |
| Credit Suisse AG | 5,564 | $403.0K | 0.00% | −838−13.1% | Reduced |
| American International Group, Inc. | 5,599 | $409.0K | 0.00% | −174−3.0% | Reduced |
| Two Sigma Advisers, LP | 5,800 | $423.0K | 0.00% | −2,500−30.1% | Reduced |
| Manufacturers Life Insurance Company, The | 5,828 | $425.0K | 0.00% | +101+1.8% | Added |
| Citigroup Inc | 6,997 | $511.0K | 0.00% | −492−6.6% | Reduced |
| Susquehanna Fundamental Investments, LLC | 8,255 | $602.0K | 0.01% | −3,719−31.1% | Reduced |
| D. E. Shaw & Co., Inc. | 8,689 | $634.0K | 0.00% | +4,358+100.6% | Added |
| Virginia Retirement Systems Et Al | 8,700 | $635.0K | 0.01% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 9,183 | $670.0K | 0.00% | +83+0.9% | Added |
| Panagora Asset Management Inc | 9,233 | $674.0K | 0.00% | −337−3.5% | Reduced |
| UBS Asset Management Americas Inc | 9,448 | $689.5K | 0.00% | +444+4.9% | Added |
| SEI Investments Co | 9,814 | $716.0K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 10,292 | $751.0K | 0.00% | +5,210+102.5% | Added |
| Millennium Management LLC | 10,588 | $773.0K | 0.00% | −2,660−20.1% | Reduced |
| Tudor Investment Corp Et Al | 10,655 | $778.0K | 0.02% | +771+7.8% | Added |
| STRS Ohio | 11,300 | $824.0K | 0.00% | +1,100+10.8% | Added |
| Karpas Strategies, LLC | 13,445 | $981.0K | 0.35% | 00.0% | Unchanged |
| Globeflex Capital L P | 13,521 | $987.0K | 0.18% | 00.0% | Unchanged |
| Parametric Portfolio Associates LLC | 13,742 | $1.00M | 0.00% | −1,754−11.3% | Reduced |
| California State Teachers Retirement System | 13,772 | $1.00M | 0.00% | −1,160−7.8% | Reduced |
| Shell Asset Management Co | 14,190 | $1.04M | 0.02% | +770+5.7% | Added |
| Ameriprise Financial Inc | 14,680 | $1.07M | 0.00% | −4,593−23.8% | Reduced |
| Rhumbline Advisers | 14,994 | $1.09M | 0.00% | −1,678−10.1% | Reduced |
| Public Employees Retirement System of Ohio | 15,006 | $1.09M | 0.00% | −1,583−9.5% | Reduced |
| Swiss National Bank | 15,700 | $1.15M | 0.00% | +900+6.1% | Added |
| Martingale Asset Management L P | 15,719 | $1.15M | 0.01% | −96−0.6% | Reduced |
| Keybank National Association | 15,786 | $1.15M | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 16,257 | $1.19M | 0.03% | −6,718−29.2% | Reduced |
| Wells Fargo & Company | 17,548 | $1.28M | 0.00% | −7,308−29.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 17,819 | $1.30M | 0.01% | +17,819 | New |
| UBS Group AG | 17,880 | $1.30M | 0.00% | −6,668−27.2% | Reduced |
| Johnson Investment Counsel Inc | 18,000 | $1.31M | 0.02% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 19,433 | $1.42M | 0.00% | −17,070−46.8% | Reduced |
| The PNC Financial Services Group, Inc. | 20,265 | $1.48M | 0.00% | +20,015+8,006.0% | Added |
| Citadel Advisors LLC | 20,749 | $1.51M | 0.00% | −2,293−10.0% | Reduced |
| JPMorgan Chase & Co | 21,132 | $1.54M | 0.00% | −16,093−43.2% | Reduced |
| Isthmus Partners, LLC | 21,631 | $1.58M | 0.28% | +265+1.2% | Added |
| Invesco Ltd. | 22,839 | $1.67M | 0.00% | +1,802+8.6% | Added |
| LSV Asset Management | 23,490 | $1.71M | 0.00% | −87,141−78.8% | Reduced |
| Deutsche Bank AG | 27,629 | $2.02M | 0.00% | −396−1.4% | Reduced |
| Clearline Capital LP | 28,226 | $2.06M | 0.31% | −16,307−36.6% | Reduced |
| Bank of America Corp | 28,450 | $2.08M | 0.00% | −6,895−19.5% | Reduced |
| Gabelli Funds LLC | 29,900 | $2.18M | 0.01% | +11,400+61.6% | Added |
| Acadian Asset Management LLC | 31,448 | $2.30M | 0.01% | −9,738−23.6% | Reduced |
| Diamond Hill Capital Management Inc | 32,138 | $2.35M | 0.01% | 00.0% | Unchanged |
| First Trust Advisors LP | 43,972 | $3.21M | 0.00% | +18,332+71.5% | Added |
| Renaissance Technologies LLC | 45,400 | $3.31M | 0.00% | +45,400 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 50,000 | $3.65M | 0.02% | −3,800−7.1% | Reduced |
| McDonald Partners LLC | 50,376 | $3.68M | 0.87% | +2,700+5.7% | Added |
| Russell Investments Group, Ltd. | 50,937 | $3.72M | 0.01% | +10,137+24.8% | Added |
| Nuveen Asset Management, LLC | 56,438 | $4.12M | 0.00% | +5,388+10.6% | Added |
| Prentiss Smith & Co Inc | 57,252 | $4.18M | 2.01% | −1,169−2.0% | Reduced |