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 |
|---|---|---|---|---|---|
| Charles Schwab Investment Management Inc | 127,609 | $6.41M | 0.00% | +232+0.2% | Added |
| Janus Henderson Group PLC | 130,727 | $6.57M | 0.00% | −165,651−55.9% | Reduced |
| Northern Trust Corp | 144,610 | $7.27M | 0.00% | −5,159−3.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 156,109 | $7.85M | 0.02% | +53,689+52.4% | Added |
| Morgan Stanley | 164,561 | $8.27M | 0.00% | +102,861+166.7% | Added |
| Littlejohn & Co LLC | 184,919 | $9.29M | 2.91% | +58,236+46.0% | Added |
| Geode Capital Management, LLC | 185,990 | $9.35M | 0.00% | +3,204+1.8% | Added |
| Rubric Capital Management LP | 221,514 | $11.1M | 0.64% | 00.0% | Unchanged |
| Royce & Associates LP | 241,445 | $12.1M | 0.09% | +40,012+19.9% | Added |
| Fuller & Thaler Asset Management, Inc. | 254,873 | $12.8M | 0.08% | −6,162−2.4% | Reduced |
| FMR LLC | 257,744 | $13.0M | 0.00% | −10.0% | Reduced |
| Victory Capital Management Inc | 276,447 | $13.9M | 0.01% | +66,047+31.4% | Added |
| Bank of New York Mellon Corp | 282,360 | $14.2M | 0.00% | −18,174−6.0% | Reduced |
| State Street Corp | 303,260 | $15.2M | 0.00% | −13,155−4.2% | Reduced |
| Gamco Investors, Inc. Et Al | 689,644 | $34.7M | 0.31% | +143,688+26.3% | Added |
| Dimensional Fund Advisors LP | 746,323 | $37.5M | 0.01% | −18,160−2.4% | Reduced |
| BlackRock Inc. | 781,579 | $39.3M | 0.00% | −6,223−0.8% | Reduced |
| Vanguard Group Inc | 912,269 | $45.9M | 0.00% | −6,903−0.8% | Reduced |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Heartland Advisors Inc | 0 | $0 | 0.00% | −81,781−100.0% | Sold out |
| Deprince Race & Zollo Inc | 0 | $0 | 0.00% | −75,499−100.0% | Sold out |
| EVR Research LP | 0 | $0 | 0.00% | −67,500−100.0% | Sold out |
| Prentiss Smith & Co Inc | 0 | $0 | 0.00% | −57,252−100.0% | Sold out |
| LSV Asset Management | 0 | $0 | 0.00% | −23,490−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −8,700−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −8,255−100.0% | Sold out |
| Alliancebernstein L.P. | 0 | $0 | 0.00% | −4,598−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −4,310−100.0% | Sold out |
| American Century Companies Inc | 0 | $0 | 0.00% | −4,135−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −3,896−100.0% | Sold out |
| Weik Capital Management | 0 | $0 | 0.00% | −3,700−100.0% | Sold out |
| Handelsbanken Fonder AB | 0 | $0 | 0.00% | −3,700−100.0% | Sold out |
| Welch Group, LLC | 0 | $0 | 0.00% | −3,550−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −3,331−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −1,958−100.0% | Sold out |
| American Portfolios Advisors | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Graves-Light Private Wealth Management, Inc. | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| HC Financial Advisors Inc | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |