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, Q1 2022
Institutional positions in Hyster-Yale, Inc. as of Mar 31, 2022. 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
- 0 vs. Q4 2021
- Shares held
- 7.47M
- +6.14K (+0.1%) vs. Q4 2021
- Total value
- $248.2M
- −$58.6M (−19.1%) vs. Q4 2021
- New holders
- 15
- 37 more added
- Sold out
- 15
- 40 more reduced
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Hyster-Yale, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Gamco Investors, Inc. Et Al | 988,569 | $32.8M | 0.30% | +223,715+29.2% | Added |
| Vanguard Group Inc | 786,311 | $26.1M | 0.00% | −132,869−14.5% | Reduced |
| BlackRock Inc. | 763,794 | $25.4M | 0.00% | −37,477−4.7% | Reduced |
| Dimensional Fund Advisors LP | 722,937 | $24.0M | 0.01% | +533+0.1% | Added |
| State Street Corp | 444,226 | $14.8M | 0.00% | −5,903−1.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 356,532 | $11.8M | 0.02% | +165,140+86.3% | Added |
| FMR LLC | 314,925 | $10.5M | 0.00% | +26,081+9.0% | Added |
| Fuller & Thaler Asset Management, Inc. | 262,546 | $8.72M | 0.05% | +4,146+1.6% | Added |
| Hotchkis & Wiley Capital Management LLC | 210,862 | $7.00M | 0.02% | +41,192+24.3% | Added |
| Victory Capital Management Inc | 197,152 | $6.55M | 0.01% | −79,534−28.7% | Reduced |
| Geode Capital Management, LLC | 172,471 | $5.73M | 0.00% | −19,177−10.0% | Reduced |
| Charles Schwab Investment Management Inc | 165,358 | $5.49M | 0.00% | +26,097+18.7% | Added |
| Northern Trust Corp | 134,387 | $4.46M | 0.00% | −6,873−4.9% | Reduced |
| Littlejohn & Co LLC | 124,595 | $4.14M | 1.13% | −52,385−29.6% | Reduced |
| Jacobs Levy Equity Management, Inc | 120,633 | $4.01M | 0.03% | +17,591+17.1% | Added |
| Morgan Stanley | 116,052 | $3.85M | 0.00% | +23,688+25.6% | Added |
| Bank of New York Mellon Corp | 88,973 | $2.96M | 0.00% | −88,712−49.9% | Reduced |
| Goldman Sachs Group Inc | 84,833 | $2.82M | 0.00% | −10,008−10.6% | Reduced |
| Winslow Asset Management Inc | 82,272 | $2.73M | 0.54% | +2,359+3.0% | Added |
| Citadel Advisors LLC | 81,792 | $2.72M | 0.00% | +37,711+85.5% | Added |
| Royce & Associates LP | 74,054 | $2.46M | 0.02% | −70,000−48.6% | Reduced |
| Fisher Asset Management, LLC | 69,431 | $2.31M | 0.00% | +36,277+109.4% | Added |
| Assenagon Asset Management S.A. | 68,435 | $2.27M | 0.01% | −19,679−22.3% | Reduced |
| Curbstone Financial Management Corp | 60,472 | $2.01M | 0.37% | 00.0% | Unchanged |
| McDonald Partners LLC | 53,236 | $1.77M | 0.39% | +53,236 | New |
| Nuveen Asset Management, LLC | 48,516 | $1.74M | 0.00% | +1,024+2.2% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 49,270 | $1.64M | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 48,912 | $1.62M | 0.01% | +8,817+22.0% | Added |
| Engineers Gate Manager LP | 46,248 | $1.54M | 0.06% | +24,359+111.3% | Added |
| D. E. Shaw & Co., Inc. | 38,997 | $1.29M | 0.00% | −10,224−20.8% | Reduced |
| Russell Investments Group, Ltd. | 39,012 | $1.29M | 0.00% | +13,908+55.4% | Added |
| Invesco Ltd. | 34,277 | $1.14M | 0.00% | +13,885+68.1% | Added |
| Gabelli Funds LLC | 33,932 | $1.13M | 0.01% | +6,932+25.7% | Added |
| Ameriprise Financial Inc | 31,060 | $1.03M | 0.00% | +7,633+32.6% | Added |
| Bank of America Corp | 29,109 | $968.0K | 0.00% | −697−2.3% | Reduced |
| Isthmus Partners, LLC | 28,377 | $942.0K | 0.15% | +4,442+18.6% | Added |
| Susquehanna International Group, LLP | 28,046 | $931.0K | 0.00% | +14,304+104.1% | Added |
| Rodgers Brothers Inc. | 24,225 | $805.0K | 0.14% | −32,850−57.6% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 22,736 | $755.0K | 0.01% | −1,302−5.4% | Reduced |
| UBS Group AG | 22,520 | $748.0K | 0.00% | +3,753+20.0% | Added |
| Keybank National Association | 21,486 | $714.0K | 0.00% | +2,700+14.4% | Added |
| HRT Financial LP | 20,836 | $691.0K | 0.00% | +20,836 | New |
| Johnson Investment Counsel Inc | 17,996 | $598.0K | 0.01% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 17,434 | $579.0K | 0.01% | −1,859−9.6% | Reduced |
| Swiss National Bank | 16,900 | $561.0K | 0.00% | +1,200+7.6% | Added |
| First Trust Advisors LP | 14,939 | $496.0K | 0.00% | −867−5.5% | Reduced |
| State of Wisconsin Investment Board | 14,300 | $475.0K | 0.00% | +14,300 | New |
| Public Employees Retirement System of Ohio | 13,740 | $456.0K | 0.00% | +2,479+22.0% | Added |
| Rhumbline Advisers | 13,689 | $455.0K | 0.00% | −1,270−8.5% | Reduced |
| Karpas Strategies, LLC | 13,176 | $438.0K | 0.14% | −269−2.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 12,596 | $418.0K | 0.00% | +12,596 | New |
| Jane Street Group, LLC | 12,041 | $400.0K | 0.00% | +12,041 | New |
| Shell Asset Management Co | 11,912 | $396.0K | 0.01% | −1,761−12.9% | Reduced |
| IndexIQ Advisors LLC | 11,544 | $383.0K | 0.01% | +11,544 | New |
| Gsa Capital Partners LLP | 11,111 | $369.0K | 0.05% | −7,421−40.0% | Reduced |
| JPMorgan Chase & Co | 10,575 | $353.0K | 0.00% | −15,675−59.7% | Reduced |
| Wells Fargo & Company | 10,612 | $352.0K | 0.00% | −2,827−21.0% | Reduced |
| California State Teachers Retirement System | 10,405 | $346.0K | 0.00% | −1,094−9.5% | Reduced |
| Susquehanna Fundamental Investments, LLC | 10,348 | $344.0K | 0.01% | +1,070+11.5% | Added |
| Jump Financial, LLC | 9,300 | $309.0K | 0.01% | +9,300 | New |
| Alliancebernstein L.P. | 8,774 | $291.0K | 0.00% | +8,774 | New |
| SEI Investments Co | 8,677 | $288.0K | 0.00% | +200+2.4% | Added |
| Quadrature Capital Ltd | 8,350 | $278.0K | 0.01% | −2,088−20.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 8,292 | $275.0K | 0.00% | −189−2.2% | Reduced |
| Cubist Systematic Strategies, LLC | 7,679 | $255.0K | 0.00% | +7,679 | New |
| Bank of Montreal | 6,823 | $244.0K | 0.00% | +161+2.4% | Added |
| New York State Common Retirement Fund | 7,290 | $242.0K | 0.00% | +7+0.1% | Added |
| Ergoteles LLC | 7,200 | $239.0K | 0.01% | +7,200 | New |
| Parametric Portfolio Associates LLC | 6,969 | $231.0K | 0.00% | −3,186−31.4% | Reduced |
| Deutsche Bank AG | 6,828 | $226.0K | 0.00% | −640−8.6% | Reduced |
| Quantbot Technologies LP | 6,422 | $213.0K | 0.02% | +4,022+167.6% | Added |
| Credit Suisse AG | 6,140 | $205.0K | 0.00% | +132+2.2% | Added |
| MetLife Investment Management | 5,807 | $192.8K | 0.00% | +2,030+53.7% | Added |
| Citigroup Inc | 4,977 | $165.0K | 0.00% | −3,147−38.7% | Reduced |
| American International Group, Inc. | 4,961 | $165.0K | 0.00% | −349−6.6% | Reduced |
| Barclays PLC | 3,852 | $128.0K | 0.00% | −9,109−70.3% | Reduced |
| Legal & General Group Plc | 2,596 | $86.0K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 2,210 | $73.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,778 | $59.0K | 0.00% | −3,854−68.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,433 | $48.0K | 0.00% | −1,567−52.2% | Reduced |
| Amalgamated Bank | 1,208 | $40.0K | 0.00% | +1,208 | New |
| Amalgamated Financial Corp. | 1,208 | $40.0K | 0.00% | +1,208 | New |
| Ameritas Investment Partners, Inc. | 806 | $27.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 785 | $26.0K | 0.00% | +700+823.5% | Added |
| Metropolitan Life Insurance Co | 703 | $23.3K | 0.00% | −2,030−74.3% | Reduced |
| Royal Bank of Canada | 614 | $20.0K | 0.00% | −1,319−68.2% | Reduced |
| Clearstead Advisors, LLC | 360 | $12.0K | 0.00% | +160+80.0% | Added |
| Geneos Wealth Management Inc. | 362 | $12.0K | 0.00% | +362 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 336 | $11.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 266 | $9.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 119 | $7.00K | 0.00% | +69+138.0% | Added |
| Captrust Financial Advisors | 169 | $6.00K | 0.00% | −342−66.9% | Reduced |
| Tower Research Capital LLC (TRC) | 161 | $5.00K | 0.00% | −178−52.5% | Reduced |
| Whittier Trust Co | 150 | $5.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 128 | $4.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 100 | $3.00K | 0.00% | +100 | New |
| US Bancorp | 62 | $2.00K | 0.00% | −763−92.5% | Reduced |
| Manchester Capital Management LLC | 65 | $2.00K | 0.00% | +24+58.5% | Added |
| Concord Wealth Partners | 60 | $2.00K | 0.00% | 00.0% | Unchanged |