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, Q3 2021
Institutional positions in Hyster-Yale, Inc. as of Sep 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
- 118
- −10 vs. Q2 2021
- Shares held
- 7.73M
- −18.3K (−0.2%) vs. Q2 2021
- Total value
- $388.5M
- −$177.0M (−31.3%) vs. Q2 2021
- New holders
- 12
- 36 more added
- Sold out
- 22
- 46 more reduced
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Hyster-Yale, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 912,269 | $45.9M | 0.00% | −6,903−0.8% | Reduced |
| BlackRock Inc. | 781,579 | $39.3M | 0.00% | −6,223−0.8% | Reduced |
| Dimensional Fund Advisors LP | 746,323 | $37.5M | 0.01% | −18,160−2.4% | Reduced |
| Gamco Investors, Inc. Et Al | 689,644 | $34.7M | 0.31% | +143,688+26.3% | Added |
| State Street Corp | 303,260 | $15.2M | 0.00% | −13,155−4.2% | Reduced |
| Bank of New York Mellon Corp | 282,360 | $14.2M | 0.00% | −18,174−6.0% | Reduced |
| Victory Capital Management Inc | 276,447 | $13.9M | 0.01% | +66,047+31.4% | Added |
| FMR LLC | 257,744 | $13.0M | 0.00% | −10.0% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 254,873 | $12.8M | 0.08% | −6,162−2.4% | Reduced |
| Royce & Associates LP | 241,445 | $12.1M | 0.09% | +40,012+19.9% | Added |
| Rubric Capital Management LP | 221,514 | $11.1M | 0.64% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 185,990 | $9.35M | 0.00% | +3,204+1.8% | Added |
| Littlejohn & Co LLC | 184,919 | $9.29M | 2.91% | +58,236+46.0% | Added |
| Morgan Stanley | 164,561 | $8.27M | 0.00% | +102,861+166.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 156,109 | $7.85M | 0.02% | +53,689+52.4% | Added |
| Northern Trust Corp | 144,610 | $7.27M | 0.00% | −5,159−3.4% | Reduced |
| Janus Henderson Group PLC | 130,727 | $6.57M | 0.00% | −165,651−55.9% | Reduced |
| Charles Schwab Investment Management Inc | 127,609 | $6.41M | 0.00% | +232+0.2% | Added |
| Hotchkis & Wiley Capital Management LLC | 123,110 | $6.19M | 0.02% | +27,870+29.3% | Added |
| Jacobs Levy Equity Management, Inc | 105,878 | $5.32M | 0.04% | −35,801−25.3% | Reduced |
| Brandywine Global Investment Management, LLC | 85,125 | $4.28M | 0.03% | −718−0.8% | Reduced |
| Winslow Asset Management Inc | 77,842 | $3.91M | 0.76% | −1,949−2.4% | Reduced |
| Bridgeway Capital Management, LLC | 64,600 | $3.25M | 0.06% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 60,472 | $3.04M | 0.57% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 54,700 | $2.75M | 0.00% | +9,300+20.5% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 50,000 | $2.51M | 0.01% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 49,805 | $2.50M | 0.00% | −6,633−11.8% | Reduced |
| Rodgers Brothers Inc. | 49,475 | $2.49M | 0.50% | +44,375+870.1% | Added |
| McDonald Partners LLC | 47,456 | $2.38M | 0.56% | −2,920−5.8% | Reduced |
| Citadel Advisors LLC | 42,133 | $2.12M | 0.00% | +21,384+103.1% | Added |
| Goldman Sachs Group Inc | 39,235 | $1.97M | 0.00% | +19,802+101.9% | Added |
| First Trust Advisors LP | 35,303 | $1.77M | 0.00% | −8,669−19.7% | Reduced |
| Diamond Hill Capital Management Inc | 32,138 | $1.61M | 0.01% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 30,293 | $1.52M | 0.00% | −20,644−40.5% | Reduced |
| Norges Bank | 29,900 | $1.50M | 0.00% | +29,900 | New |
| Bank of America Corp | 27,798 | $1.40M | 0.00% | −652−2.3% | Reduced |
| Clearline Capital LP | 27,558 | $1.39M | 0.18% | −668−2.4% | Reduced |
| Deutsche Bank AG | 27,444 | $1.38M | 0.00% | −185−0.7% | Reduced |
| Invesco Ltd. | 24,690 | $1.24M | 0.00% | +1,851+8.1% | Added |
| Gabelli Funds LLC | 23,600 | $1.19M | 0.01% | −6,300−21.1% | Reduced |
| Isthmus Partners, LLC | 22,850 | $1.15M | 0.21% | +1,219+5.6% | Added |
| D. E. Shaw & Co., Inc. | 21,943 | $1.10M | 0.00% | +13,254+152.5% | Added |
| The PNC Financial Services Group, Inc. | 20,375 | $1.02M | 0.00% | +110+0.5% | Added |
| UBS Group AG | 19,587 | $984.0K | 0.00% | +1,707+9.5% | Added |
| Ameriprise Financial Inc | 19,480 | $979.0K | 0.00% | +4,800+32.7% | Added |
| Acadian Asset Management LLC | 18,940 | $950.0K | 0.00% | −12,508−39.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 18,438 | $927.0K | 0.00% | +619+3.5% | Added |
| JPMorgan Chase & Co | 18,384 | $924.0K | 0.00% | −2,748−13.0% | Reduced |
| Johnson Investment Counsel Inc | 17,996 | $904.0K | 0.01% | −40.0% | Reduced |
| Keybank National Association | 15,786 | $793.0K | 0.00% | 00.0% | Unchanged |
| Swiss National Bank | 15,700 | $789.0K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 15,329 | $770.0K | 0.00% | +335+2.2% | Added |
| Martingale Asset Management L P | 15,206 | $765.0K | 0.01% | −513−3.3% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 14,846 | $746.0K | 0.02% | −1,411−8.7% | Reduced |
| Shell Asset Management Co | 13,610 | $684.0K | 0.02% | −580−4.1% | Reduced |
| Parametric Portfolio Associates LLC | 13,530 | $680.0K | 0.00% | −212−1.5% | Reduced |
| Karpas Strategies, LLC | 13,445 | $657.0K | 0.22% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 12,579 | $632.0K | 0.01% | +1,924+18.1% | Added |
| Two Sigma Investments, LP | 11,855 | $596.0K | 0.00% | +11,855 | New |
| Quadrature Capital Ltd | 11,817 | $593.0K | 0.02% | +8,121+219.7% | Added |
| SEI Investments Co | 11,514 | $579.0K | 0.00% | +1,700+17.3% | Added |
| HITE Hedge Asset Management LLC | 11,453 | $576.0K | 0.07% | +7,846+217.5% | Added |
| Panagora Asset Management Inc | 11,374 | $572.0K | 0.00% | +2,141+23.2% | Added |
| STRS Ohio | 11,300 | $567.0K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 11,251 | $565.0K | 0.00% | −2,521−18.3% | Reduced |
| Public Employees Retirement System of Ohio | 11,087 | $557.0K | 0.00% | −3,919−26.1% | Reduced |
| Engineers Gate Manager LP | 10,732 | $539.0K | 0.03% | +10,732 | New |
| AQR Capital Management LLC | 8,421 | $423.0K | 0.00% | −1,871−18.2% | Reduced |
| Wells Fargo & Company | 8,125 | $408.0K | 0.00% | −9,423−53.7% | Reduced |
| New York State Common Retirement Fund | 7,264 | $365.0K | 0.00% | −1,919−20.9% | Reduced |
| SG Americas Securities, LLC | 7,177 | $361.0K | 0.00% | +7,177 | New |
| Squarepoint Ops LLC | 6,969 | $350.0K | 0.00% | +1,839+35.8% | Added |
| Price T Rowe Associates Inc | 6,847 | $344.0K | 0.00% | +1,952+39.9% | Added |
| UBS Asset Management Americas Inc | 6,611 | $332.3K | 0.00% | −2,837−30.0% | Reduced |
| Susquehanna International Group, LLP | 6,121 | $308.0K | 0.00% | +2,384+63.8% | Added |
| Two Sigma Advisers, LP | 5,753 | $289.0K | 0.00% | −47−0.8% | Reduced |
| Barclays PLC | 5,668 | $285.0K | 0.00% | +4,384+341.4% | Added |
| Manufacturers Life Insurance Company, The | 5,588 | $281.0K | 0.00% | −240−4.1% | Reduced |
| Citigroup Inc | 5,538 | $278.0K | 0.00% | −1,459−20.9% | Reduced |
| American International Group, Inc. | 5,469 | $275.0K | 0.00% | −130−2.3% | Reduced |
| Bank of Montreal | 4,899 | $254.0K | 0.00% | +4,899 | New |
| Credit Suisse AG | 5,020 | $252.0K | 0.00% | −544−9.8% | Reduced |
| Teton Advisors, Inc. | 5,000 | $251.0K | 0.04% | +5,000 | New |
| LPL Financial LLC | 4,549 | $229.0K | 0.00% | −174−3.7% | Reduced |
| Millennium Management LLC | 4,535 | $228.0K | 0.00% | −6,053−57.2% | Reduced |
| BNP Paribas Arbitrage, SA | 4,376 | $219.9K | 0.00% | +478+12.3% | Added |
| Boston Partners | 4,286 | $215.0K | 0.00% | +4,286 | New |
| Voya Investment Management LLC | 4,106 | $206.0K | 0.00% | +74+1.8% | Added |
| Quinn Opportunity Partners LLC | 4,000 | $201.0K | 0.01% | 00.0% | Unchanged |
| MetLife Investment Management | 3,777 | $189.8K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 3,000 | $151.0K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,733 | $137.4K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 2,596 | $131.0K | 0.00% | −767−22.8% | Reduced |
| Itau Unibanco Holding S.A. | 1,580 | $79.0K | 0.00% | +1,580 | New |
| Quantbot Technologies LP | 1,300 | $65.0K | 0.00% | +1,300 | New |
| Geneos Wealth Management Inc. | 1,108 | $56.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,072 | $54.0K | 0.00% | +707+193.7% | Added |
| Globeflex Capital L P | 1,028 | $52.0K | 0.01% | −12,493−92.4% | Reduced |
| Royal Bank of Canada | 836 | $42.0K | 0.00% | +53+6.8% | Added |
| Ameritas Investment Partners, Inc. | 806 | $41.0K | 0.00% | 00.0% | Unchanged |