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 |
|---|---|---|---|---|---|
| Curbstone Financial Management Corp | 60,472 | $4.41M | 0.83% | 00.0% | Unchanged |
| Morgan Stanley | 61,700 | $4.50M | 0.00% | +7,580+14.0% | Added |
| Bridgeway Capital Management, LLC | 64,600 | $4.71M | 0.08% | 00.0% | Unchanged |
| EVR Research LP | 67,500 | $4.93M | 2.86% | −12,500−15.6% | Reduced |
| Deprince Race & Zollo Inc | 75,499 | $5.51M | 0.14% | −2,319−3.0% | Reduced |
| Winslow Asset Management Inc | 79,791 | $5.82M | 1.09% | +1,206+1.5% | Added |
| Heartland Advisors Inc | 81,781 | $5.97M | 0.35% | +4,806+6.2% | Added |
| Brandywine Global Investment Management, LLC | 85,843 | $6.26M | 0.05% | −5,111−5.6% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 95,240 | $6.95M | 0.02% | +21,990+30.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 102,420 | $7.47M | 0.02% | +7,770+8.2% | Added |
| Littlejohn & Co LLC | 126,683 | $9.24M | 3.03% | +5,577+4.6% | Added |
| Charles Schwab Investment Management Inc | 127,377 | $9.30M | 0.00% | −3,283−2.5% | Reduced |
| Jacobs Levy Equity Management, Inc | 141,679 | $10.3M | 0.07% | −5,937−4.0% | Reduced |
| Northern Trust Corp | 149,769 | $10.9M | 0.00% | −2,449−1.6% | Reduced |
| Geode Capital Management, LLC | 182,786 | $13.3M | 0.00% | +4,870+2.7% | Added |
| Royce & Associates LP | 201,433 | $14.7M | 0.10% | +52,302+35.1% | Added |
| Victory Capital Management Inc | 210,400 | $15.4M | 0.01% | +28,393+15.6% | Added |
| Rubric Capital Management LP | 221,514 | $16.2M | 1.02% | 00.0% | Unchanged |
| FMR LLC | 257,745 | $18.8M | 0.00% | −17,999−6.5% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 261,035 | $19.1M | 0.12% | −3,317−1.3% | Reduced |
| Janus Henderson Group PLC | 296,378 | $21.6M | 0.01% | −12,744−4.1% | Reduced |
| Bank of New York Mellon Corp | 300,534 | $21.9M | 0.00% | +38,504+14.7% | Added |
| State Street Corp | 316,415 | $23.1M | 0.00% | −15,450−4.7% | Reduced |
| Gamco Investors, Inc. Et Al | 545,956 | $39.8M | 0.34% | +60,618+12.5% | Added |
| Dimensional Fund Advisors LP | 764,483 | $55.8M | 0.02% | −10,821−1.4% | Reduced |
| BlackRock Inc. | 787,802 | $57.5M | 0.00% | −47,891−5.7% | Reduced |
| Vanguard Group Inc | 919,172 | $67.1M | 0.00% | +17,330+1.9% | Added |
| Eagle Bay Advisors LLC | 1 | – | – | +1 | New |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −52,449−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −20,100−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −19,763−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −6,762−100.0% | Sold out |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −3,309−100.0% | Sold out |
| Cornerstone Investment Partners, LLC | 0 | $0 | 0.00% | −2,980−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −2,784−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −2,646−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −2,678−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −2,227−100.0% | Sold out |
| Highlander Capital Management, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −334−100.0% | Sold out |