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, Q4 2021
Institutional positions in Hyster-Yale, Inc. as of Dec 31, 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
- 107
- −11 vs. Q3 2021
- Shares held
- 7.46M
- −265.7K (−3.4%) vs. Q3 2021
- Total value
- $306.8M
- −$81.7M (−21.0%) vs. Q3 2021
- New holders
- 13
- 46 more added
- Sold out
- 24
- 29 more reduced
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Hyster-Yale, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 919,180 | $37.8M | 0.00% | +6,911+0.8% | Added |
| BlackRock Inc. | 801,271 | $32.9M | 0.00% | +19,692+2.5% | Added |
| Gamco Investors, Inc. Et Al | 764,854 | $31.4M | 0.27% | +75,210+10.9% | Added |
| Dimensional Fund Advisors LP | 722,404 | $29.7M | 0.01% | −23,919−3.2% | Reduced |
| State Street Corp | 450,129 | $18.5M | 0.00% | +146,869+48.4% | Added |
| FMR LLC | 288,844 | $11.9M | 0.00% | +31,100+12.1% | Added |
| Victory Capital Management Inc | 276,686 | $11.4M | 0.01% | +239+0.1% | Added |
| Fuller & Thaler Asset Management, Inc. | 258,400 | $10.6M | 0.06% | +3,527+1.4% | Added |
| Geode Capital Management, LLC | 191,648 | $7.88M | 0.00% | +5,658+3.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 191,392 | $7.87M | 0.02% | +35,283+22.6% | Added |
| Bank of New York Mellon Corp | 177,685 | $7.30M | 0.00% | −104,675−37.1% | Reduced |
| Littlejohn & Co LLC | 176,980 | $7.27M | 1.93% | −7,939−4.3% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 169,670 | $6.97M | 0.02% | +46,560+37.8% | Added |
| Royce & Associates LP | 144,054 | $5.92M | 0.04% | −97,391−40.3% | Reduced |
| Northern Trust Corp | 141,260 | $5.81M | 0.00% | −3,350−2.3% | Reduced |
| Charles Schwab Investment Management Inc | 139,261 | $5.72M | 0.00% | +11,652+9.1% | Added |
| Jacobs Levy Equity Management, Inc | 103,042 | $4.24M | 0.03% | −2,836−2.7% | Reduced |
| Goldman Sachs Group Inc | 94,841 | $3.90M | 0.00% | +55,606+141.7% | Added |
| Morgan Stanley | 92,364 | $3.80M | 0.00% | −72,197−43.9% | Reduced |
| Assenagon Asset Management S.A. | 88,114 | $3.62M | 0.01% | +88,114 | New |
| Brandywine Global Investment Management, LLC | 81,995 | $3.37M | 0.02% | −3,130−3.7% | Reduced |
| Winslow Asset Management Inc | 79,913 | $3.28M | 0.58% | +2,071+2.7% | Added |
| Bridgeway Capital Management, LLC | 64,600 | $2.65M | 0.05% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 60,472 | $2.48M | 0.44% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 57,075 | $2.35M | 0.42% | +7,600+15.4% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 49,270 | $2.02M | 0.01% | −730−1.5% | Reduced |
| D. E. Shaw & Co., Inc. | 49,221 | $2.02M | 0.00% | +27,278+124.3% | Added |
| Nuveen Asset Management, LLC | 47,492 | $1.95M | 0.00% | −2,313−4.6% | Reduced |
| Citadel Advisors LLC | 44,081 | $1.81M | 0.00% | +1,948+4.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 40,095 | $1.70M | 0.01% | +21,657+117.5% | Added |
| Fisher Asset Management, LLC | 33,154 | $1.36M | 0.00% | +33,154 | New |
| Renaissance Technologies LLC | 30,700 | $1.26M | 0.00% | −24,000−43.9% | Reduced |
| Bank of America Corp | 29,806 | $1.22M | 0.00% | +2,008+7.2% | Added |
| Gabelli Funds LLC | 27,000 | $1.11M | 0.01% | +3,400+14.4% | Added |
| JPMorgan Chase & Co | 26,250 | $1.08M | 0.00% | +7,866+42.8% | Added |
| Russell Investments Group, Ltd. | 25,104 | $1.03M | 0.00% | −5,189−17.1% | Reduced |
| Isthmus Partners, LLC | 23,935 | $984.0K | 0.16% | +1,085+4.7% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 24,038 | $975.0K | 0.02% | +9,192+61.9% | Added |
| Ameriprise Financial Inc | 23,427 | $962.0K | 0.00% | +3,947+20.3% | Added |
| Engineers Gate Manager LP | 21,889 | $900.0K | 0.04% | +11,157+104.0% | Added |
| Invesco Ltd. | 20,392 | $839.0K | 0.00% | −4,298−17.4% | Reduced |
| Tudor Investment Corp Et Al | 19,293 | $793.0K | 0.02% | +6,714+53.4% | Added |
| Keybank National Association | 18,786 | $772.0K | 0.00% | +3,000+19.0% | Added |
| UBS Group AG | 18,767 | $771.0K | 0.00% | −820−4.2% | Reduced |
| Gsa Capital Partners LLP | 18,532 | $762.0K | 0.10% | +18,532 | New |
| Johnson Investment Counsel Inc | 17,996 | $740.0K | 0.01% | 00.0% | Unchanged |
| First Trust Advisors LP | 15,806 | $650.0K | 0.00% | −19,497−55.2% | Reduced |
| Swiss National Bank | 15,700 | $645.0K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 14,959 | $615.0K | 0.00% | −370−2.4% | Reduced |
| Nomura Holdings Inc | 14,764 | $605.0K | 0.00% | +14,764 | New |
| Squarepoint Ops LLC | 14,260 | $586.0K | 0.00% | +7,291+104.6% | Added |
| Susquehanna International Group, LLP | 13,742 | $565.0K | 0.00% | +7,621+124.5% | Added |
| Shell Asset Management Co | 13,673 | $562.0K | 0.01% | +63+0.5% | Added |
| Karpas Strategies, LLC | 13,445 | $553.0K | 0.18% | 00.0% | Unchanged |
| Wells Fargo & Company | 13,439 | $553.0K | 0.00% | +5,314+65.4% | Added |
| Barclays PLC | 12,961 | $532.0K | 0.00% | +7,293+128.7% | Added |
| California State Teachers Retirement System | 11,499 | $473.0K | 0.00% | +248+2.2% | Added |
| HITE Hedge Asset Management LLC | 11,453 | $471.0K | 0.05% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 11,261 | $463.0K | 0.00% | +174+1.6% | Added |
| Quadrature Capital Ltd | 10,438 | $430.0K | 0.02% | −1,379−11.7% | Reduced |
| Parametric Portfolio Associates LLC | 10,155 | $417.0K | 0.00% | −3,375−24.9% | Reduced |
| Susquehanna Fundamental Investments, LLC | 9,278 | $381.0K | 0.01% | +9,278 | New |
| SEI Investments Co | 8,477 | $348.0K | 0.00% | −3,037−26.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 8,481 | $348.0K | 0.00% | +8,481 | New |
| Citigroup Inc | 8,124 | $334.0K | 0.00% | +2,586+46.7% | Added |
| Deutsche Bank AG | 7,468 | $307.0K | 0.00% | −19,976−72.8% | Reduced |
| New York State Common Retirement Fund | 7,283 | $299.0K | 0.00% | +19+0.3% | Added |
| Aristides Capital LLC | 6,752 | $278.0K | 0.16% | +6,752 | New |
| Bank of Montreal | 6,662 | $277.0K | 0.00% | +1,763+36.0% | Added |
| Credit Suisse AG | 6,008 | $247.0K | 0.00% | +988+19.7% | Added |
| Manufacturers Life Insurance Company, The | 5,674 | $233.0K | 0.00% | +86+1.5% | Added |
| BNP Paribas Arbitrage, SA | 5,632 | $231.5K | 0.00% | +1,256+28.7% | Added |
| UBS Asset Management Americas Inc | 5,525 | $227.1K | 0.00% | −1,086−16.4% | Reduced |
| American International Group, Inc. | 5,310 | $218.0K | 0.00% | −159−2.9% | Reduced |
| Acadian Asset Management LLC | 4,178 | $170.0K | 0.00% | −14,762−77.9% | Reduced |
| MetLife Investment Management | 3,777 | $155.2K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 3,000 | $123.0K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,733 | $112.3K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 2,596 | $106.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 2,530 | $104.0K | 0.00% | −4,647−64.7% | Reduced |
| Quantbot Technologies LP | 2,400 | $98.0K | 0.01% | +1,100+84.6% | Added |
| Itau Unibanco Holding S.A. | 2,210 | $90.0K | 0.00% | +630+39.9% | Added |
| Royal Bank of Canada | 1,933 | $80.0K | 0.00% | +1,097+131.2% | Added |
| Simplex Trading, LLC | 860 | $35.0K | 0.00% | +860 | New |
| US Bancorp | 825 | $34.0K | 0.00% | +751+1,014.9% | Added |
| Ameritas Investment Partners, Inc. | 806 | $33.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 511 | $21.0K | 0.00% | +350+217.4% | Added |
| Tower Research Capital LLC (TRC) | 339 | $14.0K | 0.00% | −733−68.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 336 | $14.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 266 | $11.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 128 | $5.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 100 | $4.00K | 0.00% | −100−50.0% | Reduced |
| Advisor Group Holdings, Inc. | 85 | $3.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 60 | $2.00K | 0.00% | −66−52.4% | Reduced |
| IFP Advisors, Inc | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 41 | $2.00K | 0.00% | +13+46.4% | Added |
| Raffa Wealth Management, LLC | 31 | $1.27K | 0.00% | +31 | New |
| Signaturefd, LLC | 35 | $1.00K | 0.00% | −63−64.3% | Reduced |