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 |
|---|---|---|---|---|---|
| Lindbrook Capital, LLC | 7 | $0 | 0.00% | +7 | New |
| Column Capital Advisors, LLC | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 28 | $1.00K | 0.00% | +28 | New |
| IFP Advisors, Inc | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 54 | $3.00K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 85 | $4.00K | 0.00% | −54−38.8% | Reduced |
| US Bancorp | 74 | $4.00K | 0.00% | +2+2.8% | Added |
| Evolution Wealth Advisors, LLC | 70 | $4.00K | 0.00% | +70 | New |
| Signaturefd, LLC | 98 | $5.00K | 0.00% | +89+988.9% | Added |
| Concord Wealth Partners | 126 | $6.00K | 0.00% | −104−45.2% | Reduced |
| Rockefeller Capital Management L.P. | 128 | $6.00K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 161 | $8.00K | 0.00% | −7−4.2% | Reduced |
| Whittier Trust Co | 150 | $8.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 266 | $13.0K | 0.00% | −255−48.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 336 | $17.0K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 425 | $21.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 806 | $41.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 836 | $42.0K | 0.00% | +53+6.8% | Added |
| Globeflex Capital L P | 1,028 | $52.0K | 0.01% | −12,493−92.4% | Reduced |
| Tower Research Capital LLC (TRC) | 1,072 | $54.0K | 0.00% | +707+193.7% | Added |
| Geneos Wealth Management Inc. | 1,108 | $56.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 1,300 | $65.0K | 0.00% | +1,300 | New |
| Itau Unibanco Holding S.A. | 1,580 | $79.0K | 0.00% | +1,580 | New |
| Legal & General Group Plc | 2,596 | $131.0K | 0.00% | −767−22.8% | Reduced |
| Metropolitan Life Insurance Co | 2,733 | $137.4K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 3,000 | $151.0K | 0.01% | 00.0% | Unchanged |
| MetLife Investment Management | 3,777 | $189.8K | 0.00% | 00.0% | Unchanged |
| Quinn Opportunity Partners LLC | 4,000 | $201.0K | 0.01% | 00.0% | Unchanged |
| Voya Investment Management LLC | 4,106 | $206.0K | 0.00% | +74+1.8% | Added |
| Boston Partners | 4,286 | $215.0K | 0.00% | +4,286 | New |
| BNP Paribas Arbitrage, SA | 4,376 | $219.9K | 0.00% | +478+12.3% | Added |
| Millennium Management LLC | 4,535 | $228.0K | 0.00% | −6,053−57.2% | Reduced |
| LPL Financial LLC | 4,549 | $229.0K | 0.00% | −174−3.7% | Reduced |
| Teton Advisors, Inc. | 5,000 | $251.0K | 0.04% | +5,000 | New |
| Credit Suisse AG | 5,020 | $252.0K | 0.00% | −544−9.8% | Reduced |
| Bank of Montreal | 4,899 | $254.0K | 0.00% | +4,899 | New |
| American International Group, Inc. | 5,469 | $275.0K | 0.00% | −130−2.3% | Reduced |
| Citigroup Inc | 5,538 | $278.0K | 0.00% | −1,459−20.9% | Reduced |
| Manufacturers Life Insurance Company, The | 5,588 | $281.0K | 0.00% | −240−4.1% | Reduced |
| Barclays PLC | 5,668 | $285.0K | 0.00% | +4,384+341.4% | Added |
| Two Sigma Advisers, LP | 5,753 | $289.0K | 0.00% | −47−0.8% | Reduced |
| Susquehanna International Group, LLP | 6,121 | $308.0K | 0.00% | +2,384+63.8% | Added |
| UBS Asset Management Americas Inc | 6,611 | $332.3K | 0.00% | −2,837−30.0% | Reduced |
| Price T Rowe Associates Inc | 6,847 | $344.0K | 0.00% | +1,952+39.9% | Added |
| Squarepoint Ops LLC | 6,969 | $350.0K | 0.00% | +1,839+35.8% | Added |
| SG Americas Securities, LLC | 7,177 | $361.0K | 0.00% | +7,177 | New |
| New York State Common Retirement Fund | 7,264 | $365.0K | 0.00% | −1,919−20.9% | Reduced |
| Wells Fargo & Company | 8,125 | $408.0K | 0.00% | −9,423−53.7% | Reduced |
| AQR Capital Management LLC | 8,421 | $423.0K | 0.00% | −1,871−18.2% | Reduced |
| Engineers Gate Manager LP | 10,732 | $539.0K | 0.03% | +10,732 | New |
| Public Employees Retirement System of Ohio | 11,087 | $557.0K | 0.00% | −3,919−26.1% | Reduced |
| California State Teachers Retirement System | 11,251 | $565.0K | 0.00% | −2,521−18.3% | Reduced |
| STRS Ohio | 11,300 | $567.0K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 11,374 | $572.0K | 0.00% | +2,141+23.2% | Added |
| HITE Hedge Asset Management LLC | 11,453 | $576.0K | 0.07% | +7,846+217.5% | Added |
| SEI Investments Co | 11,514 | $579.0K | 0.00% | +1,700+17.3% | Added |
| Quadrature Capital Ltd | 11,817 | $593.0K | 0.02% | +8,121+219.7% | Added |
| Two Sigma Investments, LP | 11,855 | $596.0K | 0.00% | +11,855 | New |
| Tudor Investment Corp Et Al | 12,579 | $632.0K | 0.01% | +1,924+18.1% | Added |
| Karpas Strategies, LLC | 13,445 | $657.0K | 0.22% | 00.0% | Unchanged |
| Parametric Portfolio Associates LLC | 13,530 | $680.0K | 0.00% | −212−1.5% | Reduced |
| Shell Asset Management Co | 13,610 | $684.0K | 0.02% | −580−4.1% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 14,846 | $746.0K | 0.02% | −1,411−8.7% | Reduced |
| Martingale Asset Management L P | 15,206 | $765.0K | 0.01% | −513−3.3% | Reduced |
| Rhumbline Advisers | 15,329 | $770.0K | 0.00% | +335+2.2% | Added |
| Swiss National Bank | 15,700 | $789.0K | 0.00% | 00.0% | Unchanged |
| Keybank National Association | 15,786 | $793.0K | 0.00% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 17,996 | $904.0K | 0.01% | −40.0% | Reduced |
| JPMorgan Chase & Co | 18,384 | $924.0K | 0.00% | −2,748−13.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 18,438 | $927.0K | 0.00% | +619+3.5% | Added |
| Acadian Asset Management LLC | 18,940 | $950.0K | 0.00% | −12,508−39.8% | Reduced |
| Ameriprise Financial Inc | 19,480 | $979.0K | 0.00% | +4,800+32.7% | Added |
| UBS Group AG | 19,587 | $984.0K | 0.00% | +1,707+9.5% | Added |
| The PNC Financial Services Group, Inc. | 20,375 | $1.02M | 0.00% | +110+0.5% | Added |
| D. E. Shaw & Co., Inc. | 21,943 | $1.10M | 0.00% | +13,254+152.5% | Added |
| Isthmus Partners, LLC | 22,850 | $1.15M | 0.21% | +1,219+5.6% | Added |
| Gabelli Funds LLC | 23,600 | $1.19M | 0.01% | −6,300−21.1% | Reduced |
| Invesco Ltd. | 24,690 | $1.24M | 0.00% | +1,851+8.1% | Added |
| Deutsche Bank AG | 27,444 | $1.38M | 0.00% | −185−0.7% | Reduced |
| Clearline Capital LP | 27,558 | $1.39M | 0.18% | −668−2.4% | Reduced |
| Bank of America Corp | 27,798 | $1.40M | 0.00% | −652−2.3% | Reduced |
| Norges Bank | 29,900 | $1.50M | 0.00% | +29,900 | New |
| Russell Investments Group, Ltd. | 30,293 | $1.52M | 0.00% | −20,644−40.5% | Reduced |
| Diamond Hill Capital Management Inc | 32,138 | $1.61M | 0.01% | 00.0% | Unchanged |
| First Trust Advisors LP | 35,303 | $1.77M | 0.00% | −8,669−19.7% | Reduced |
| Goldman Sachs Group Inc | 39,235 | $1.97M | 0.00% | +19,802+101.9% | Added |
| Citadel Advisors LLC | 42,133 | $2.12M | 0.00% | +21,384+103.1% | Added |
| McDonald Partners LLC | 47,456 | $2.38M | 0.56% | −2,920−5.8% | Reduced |
| Rodgers Brothers Inc. | 49,475 | $2.49M | 0.50% | +44,375+870.1% | Added |
| Nuveen Asset Management, LLC | 49,805 | $2.50M | 0.00% | −6,633−11.8% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 50,000 | $2.51M | 0.01% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 54,700 | $2.75M | 0.00% | +9,300+20.5% | Added |
| Curbstone Financial Management Corp | 60,472 | $3.04M | 0.57% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 64,600 | $3.25M | 0.06% | 00.0% | Unchanged |
| Winslow Asset Management Inc | 77,842 | $3.91M | 0.76% | −1,949−2.4% | Reduced |
| Brandywine Global Investment Management, LLC | 85,125 | $4.28M | 0.03% | −718−0.8% | Reduced |
| Jacobs Levy Equity Management, Inc | 105,878 | $5.32M | 0.04% | −35,801−25.3% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 123,110 | $6.19M | 0.02% | +27,870+29.3% | Added |