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 |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 1 | $0 | 0.00% | +1 | New |
| Parallel Advisors, LLC | 10 | $0 | 0.00% | +10 | New |
| Signaturefd, LLC | 35 | $1.00K | 0.00% | −63−64.3% | Reduced |
| Quadrant Capital Group LLC | 34 | $1.00K | 0.00% | −20−37.0% | Reduced |
| Column Capital Advisors, LLC | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 26 | $1.00K | 0.00% | +19+271.4% | Added |
| Signet Financial Management, LLC | 31 | $1.00K | 0.00% | +31 | New |
| Covestor Ltd | 12 | $1.00K | 0.00% | +12 | New |
| Raffa Wealth Management, LLC | 31 | $1.27K | 0.00% | +31 | New |
| 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 |
| Advisor Group Holdings, Inc. | 85 | $3.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 100 | $4.00K | 0.00% | −100−50.0% | Reduced |
| Rockefeller Capital Management L.P. | 128 | $5.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 266 | $11.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Captrust Financial Advisors | 511 | $21.0K | 0.00% | +350+217.4% | Added |
| Ameritas Investment Partners, Inc. | 806 | $33.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 825 | $34.0K | 0.00% | +751+1,014.9% | Added |
| Simplex Trading, LLC | 860 | $35.0K | 0.00% | +860 | New |
| Royal Bank of Canada | 1,933 | $80.0K | 0.00% | +1,097+131.2% | Added |
| Itau Unibanco Holding S.A. | 2,210 | $90.0K | 0.00% | +630+39.9% | Added |
| Quantbot Technologies LP | 2,400 | $98.0K | 0.01% | +1,100+84.6% | Added |
| SG Americas Securities, LLC | 2,530 | $104.0K | 0.00% | −4,647−64.7% | Reduced |
| Legal & General Group Plc | 2,596 | $106.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,733 | $112.3K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 3,000 | $123.0K | 0.01% | 00.0% | Unchanged |
| MetLife Investment Management | 3,777 | $155.2K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 4,178 | $170.0K | 0.00% | −14,762−77.9% | Reduced |
| American International Group, Inc. | 5,310 | $218.0K | 0.00% | −159−2.9% | Reduced |
| UBS Asset Management Americas Inc | 5,525 | $227.1K | 0.00% | −1,086−16.4% | Reduced |
| BNP Paribas Arbitrage, SA | 5,632 | $231.5K | 0.00% | +1,256+28.7% | Added |
| Manufacturers Life Insurance Company, The | 5,674 | $233.0K | 0.00% | +86+1.5% | Added |
| Credit Suisse AG | 6,008 | $247.0K | 0.00% | +988+19.7% | Added |
| Bank of Montreal | 6,662 | $277.0K | 0.00% | +1,763+36.0% | Added |
| Aristides Capital LLC | 6,752 | $278.0K | 0.16% | +6,752 | New |
| New York State Common Retirement Fund | 7,283 | $299.0K | 0.00% | +19+0.3% | Added |
| Deutsche Bank AG | 7,468 | $307.0K | 0.00% | −19,976−72.8% | Reduced |
| Citigroup Inc | 8,124 | $334.0K | 0.00% | +2,586+46.7% | Added |
| 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 |
| Susquehanna Fundamental Investments, LLC | 9,278 | $381.0K | 0.01% | +9,278 | New |
| Parametric Portfolio Associates LLC | 10,155 | $417.0K | 0.00% | −3,375−24.9% | Reduced |
| Quadrature Capital Ltd | 10,438 | $430.0K | 0.02% | −1,379−11.7% | Reduced |
| Public Employees Retirement System of Ohio | 11,261 | $463.0K | 0.00% | +174+1.6% | Added |
| HITE Hedge Asset Management LLC | 11,453 | $471.0K | 0.05% | 00.0% | Unchanged |
| California State Teachers Retirement System | 11,499 | $473.0K | 0.00% | +248+2.2% | Added |
| Barclays PLC | 12,961 | $532.0K | 0.00% | +7,293+128.7% | 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 |
| Shell Asset Management Co | 13,673 | $562.0K | 0.01% | +63+0.5% | Added |
| Susquehanna International Group, LLP | 13,742 | $565.0K | 0.00% | +7,621+124.5% | Added |
| Squarepoint Ops LLC | 14,260 | $586.0K | 0.00% | +7,291+104.6% | Added |
| Nomura Holdings Inc | 14,764 | $605.0K | 0.00% | +14,764 | New |
| Rhumbline Advisers | 14,959 | $615.0K | 0.00% | −370−2.4% | Reduced |
| Swiss National Bank | 15,700 | $645.0K | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 15,806 | $650.0K | 0.00% | −19,497−55.2% | Reduced |
| Johnson Investment Counsel Inc | 17,996 | $740.0K | 0.01% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 18,532 | $762.0K | 0.10% | +18,532 | New |
| UBS Group AG | 18,767 | $771.0K | 0.00% | −820−4.2% | Reduced |
| Keybank National Association | 18,786 | $772.0K | 0.00% | +3,000+19.0% | Added |
| Tudor Investment Corp Et Al | 19,293 | $793.0K | 0.02% | +6,714+53.4% | Added |
| Invesco Ltd. | 20,392 | $839.0K | 0.00% | −4,298−17.4% | Reduced |
| Engineers Gate Manager LP | 21,889 | $900.0K | 0.04% | +11,157+104.0% | Added |
| Ameriprise Financial Inc | 23,427 | $962.0K | 0.00% | +3,947+20.3% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 24,038 | $975.0K | 0.02% | +9,192+61.9% | Added |
| Isthmus Partners, LLC | 23,935 | $984.0K | 0.16% | +1,085+4.7% | Added |
| Russell Investments Group, Ltd. | 25,104 | $1.03M | 0.00% | −5,189−17.1% | Reduced |
| JPMorgan Chase & Co | 26,250 | $1.08M | 0.00% | +7,866+42.8% | Added |
| Gabelli Funds LLC | 27,000 | $1.11M | 0.01% | +3,400+14.4% | Added |
| Bank of America Corp | 29,806 | $1.22M | 0.00% | +2,008+7.2% | Added |
| Renaissance Technologies LLC | 30,700 | $1.26M | 0.00% | −24,000−43.9% | Reduced |
| Fisher Asset Management, LLC | 33,154 | $1.36M | 0.00% | +33,154 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 40,095 | $1.70M | 0.01% | +21,657+117.5% | Added |
| Citadel Advisors LLC | 44,081 | $1.81M | 0.00% | +1,948+4.6% | Added |
| Nuveen Asset Management, LLC | 47,492 | $1.95M | 0.00% | −2,313−4.6% | Reduced |
| D. E. Shaw & Co., Inc. | 49,221 | $2.02M | 0.00% | +27,278+124.3% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 49,270 | $2.02M | 0.01% | −730−1.5% | Reduced |
| Rodgers Brothers Inc. | 57,075 | $2.35M | 0.42% | +7,600+15.4% | Added |
| Curbstone Financial Management Corp | 60,472 | $2.48M | 0.44% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 64,600 | $2.65M | 0.05% | 00.0% | Unchanged |
| Winslow Asset Management Inc | 79,913 | $3.28M | 0.58% | +2,071+2.7% | Added |
| Brandywine Global Investment Management, LLC | 81,995 | $3.37M | 0.02% | −3,130−3.7% | Reduced |
| Assenagon Asset Management S.A. | 88,114 | $3.62M | 0.01% | +88,114 | New |
| Morgan Stanley | 92,364 | $3.80M | 0.00% | −72,197−43.9% | Reduced |
| Goldman Sachs Group Inc | 94,841 | $3.90M | 0.00% | +55,606+141.7% | Added |
| Jacobs Levy Equity Management, Inc | 103,042 | $4.24M | 0.03% | −2,836−2.7% | Reduced |
| Charles Schwab Investment Management Inc | 139,261 | $5.72M | 0.00% | +11,652+9.1% | Added |
| Northern Trust Corp | 141,260 | $5.81M | 0.00% | −3,350−2.3% | Reduced |
| Royce & Associates LP | 144,054 | $5.92M | 0.04% | −97,391−40.3% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 169,670 | $6.97M | 0.02% | +46,560+37.8% | Added |
| Littlejohn & Co LLC | 176,980 | $7.27M | 1.93% | −7,939−4.3% | Reduced |
| Bank of New York Mellon Corp | 177,685 | $7.30M | 0.00% | −104,675−37.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 191,392 | $7.87M | 0.02% | +35,283+22.6% | Added |
| Geode Capital Management, LLC | 191,648 | $7.88M | 0.00% | +5,658+3.0% | Added |
| Fuller & Thaler Asset Management, Inc. | 258,400 | $10.6M | 0.06% | +3,527+1.4% | Added |