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 |
|---|---|---|---|---|---|
| Quadrant Capital Group LLC | 14 | $0 | 0.00% | −20−58.8% | Reduced |
| Toronto Dominion Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3 | $0 | 0.00% | −7−70.0% | Reduced |
| Column Capital Advisors, LLC | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 31 | $1.03K | 0.00% | 00.0% | Unchanged |
| 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 |
| Signaturefd, LLC | 54 | $2.00K | 0.00% | +19+54.3% | Added |
| TCWP LLC | 81 | $2.00K | 0.00% | +81 | New |
| Huntington National Bank | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 100 | $3.00K | 0.00% | +100 | New |
| Rockefeller Capital Management L.P. | 128 | $4.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Captrust Financial Advisors | 169 | $6.00K | 0.00% | −342−66.9% | Reduced |
| IFP Advisors, Inc | 119 | $7.00K | 0.00% | +69+138.0% | Added |
| Great West Life Assurance Co | 266 | $9.00K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 336 | $11.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 360 | $12.0K | 0.00% | +160+80.0% | Added |
| Geneos Wealth Management Inc. | 362 | $12.0K | 0.00% | +362 | New |
| Royal Bank of Canada | 614 | $20.0K | 0.00% | −1,319−68.2% | Reduced |
| Metropolitan Life Insurance Co | 703 | $23.3K | 0.00% | −2,030−74.3% | Reduced |
| Advisor Group Holdings, Inc. | 785 | $26.0K | 0.00% | +700+823.5% | Added |
| Ameritas Investment Partners, Inc. | 806 | $27.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,208 | $40.0K | 0.00% | +1,208 | New |
| Amalgamated Financial Corp. | 1,208 | $40.0K | 0.00% | +1,208 | New |
| Benjamin F. Edwards & Company, Inc. | 1,433 | $48.0K | 0.00% | −1,567−52.2% | Reduced |
| BNP Paribas Arbitrage, SA | 1,778 | $59.0K | 0.00% | −3,854−68.4% | Reduced |
| Itau Unibanco Holding S.A. | 2,210 | $73.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 2,596 | $86.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 3,852 | $128.0K | 0.00% | −9,109−70.3% | Reduced |
| 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 |
| MetLife Investment Management | 5,807 | $192.8K | 0.00% | +2,030+53.7% | Added |
| Credit Suisse AG | 6,140 | $205.0K | 0.00% | +132+2.2% | Added |
| Quantbot Technologies LP | 6,422 | $213.0K | 0.02% | +4,022+167.6% | Added |
| Deutsche Bank AG | 6,828 | $226.0K | 0.00% | −640−8.6% | Reduced |
| Parametric Portfolio Associates LLC | 6,969 | $231.0K | 0.00% | −3,186−31.4% | Reduced |
| Ergoteles LLC | 7,200 | $239.0K | 0.01% | +7,200 | New |
| New York State Common Retirement Fund | 7,290 | $242.0K | 0.00% | +7+0.1% | Added |
| Bank of Montreal | 6,823 | $244.0K | 0.00% | +161+2.4% | Added |
| Cubist Systematic Strategies, LLC | 7,679 | $255.0K | 0.00% | +7,679 | New |
| Allspring Global Investments Holdings, LLC | 8,292 | $275.0K | 0.00% | −189−2.2% | Reduced |
| Quadrature Capital Ltd | 8,350 | $278.0K | 0.01% | −2,088−20.0% | Reduced |
| SEI Investments Co | 8,677 | $288.0K | 0.00% | +200+2.4% | Added |
| Alliancebernstein L.P. | 8,774 | $291.0K | 0.00% | +8,774 | New |
| Jump Financial, LLC | 9,300 | $309.0K | 0.01% | +9,300 | New |
| Susquehanna Fundamental Investments, LLC | 10,348 | $344.0K | 0.01% | +1,070+11.5% | Added |
| California State Teachers Retirement System | 10,405 | $346.0K | 0.00% | −1,094−9.5% | Reduced |
| Wells Fargo & Company | 10,612 | $352.0K | 0.00% | −2,827−21.0% | Reduced |
| JPMorgan Chase & Co | 10,575 | $353.0K | 0.00% | −15,675−59.7% | Reduced |
| Gsa Capital Partners LLP | 11,111 | $369.0K | 0.05% | −7,421−40.0% | Reduced |
| IndexIQ Advisors LLC | 11,544 | $383.0K | 0.01% | +11,544 | New |
| Shell Asset Management Co | 11,912 | $396.0K | 0.01% | −1,761−12.9% | Reduced |
| Jane Street Group, LLC | 12,041 | $400.0K | 0.00% | +12,041 | New |
| Cambridge Investment Research Advisors, Inc. | 12,596 | $418.0K | 0.00% | +12,596 | New |
| Karpas Strategies, LLC | 13,176 | $438.0K | 0.14% | −269−2.0% | Reduced |
| Rhumbline Advisers | 13,689 | $455.0K | 0.00% | −1,270−8.5% | Reduced |
| Public Employees Retirement System of Ohio | 13,740 | $456.0K | 0.00% | +2,479+22.0% | Added |
| State of Wisconsin Investment Board | 14,300 | $475.0K | 0.00% | +14,300 | New |
| First Trust Advisors LP | 14,939 | $496.0K | 0.00% | −867−5.5% | Reduced |
| Swiss National Bank | 16,900 | $561.0K | 0.00% | +1,200+7.6% | Added |
| Tudor Investment Corp Et Al | 17,434 | $579.0K | 0.01% | −1,859−9.6% | Reduced |
| Johnson Investment Counsel Inc | 17,996 | $598.0K | 0.01% | 00.0% | Unchanged |
| HRT Financial LP | 20,836 | $691.0K | 0.00% | +20,836 | New |
| Keybank National Association | 21,486 | $714.0K | 0.00% | +2,700+14.4% | Added |
| UBS Group AG | 22,520 | $748.0K | 0.00% | +3,753+20.0% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 22,736 | $755.0K | 0.01% | −1,302−5.4% | Reduced |
| Rodgers Brothers Inc. | 24,225 | $805.0K | 0.14% | −32,850−57.6% | Reduced |
| Susquehanna International Group, LLP | 28,046 | $931.0K | 0.00% | +14,304+104.1% | Added |
| Isthmus Partners, LLC | 28,377 | $942.0K | 0.15% | +4,442+18.6% | Added |
| Bank of America Corp | 29,109 | $968.0K | 0.00% | −697−2.3% | Reduced |
| Ameriprise Financial Inc | 31,060 | $1.03M | 0.00% | +7,633+32.6% | Added |
| Gabelli Funds LLC | 33,932 | $1.13M | 0.01% | +6,932+25.7% | Added |
| Invesco Ltd. | 34,277 | $1.14M | 0.00% | +13,885+68.1% | Added |
| Russell Investments Group, Ltd. | 39,012 | $1.29M | 0.00% | +13,908+55.4% | Added |
| D. E. Shaw & Co., Inc. | 38,997 | $1.29M | 0.00% | −10,224−20.8% | Reduced |
| Engineers Gate Manager LP | 46,248 | $1.54M | 0.06% | +24,359+111.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 48,912 | $1.62M | 0.01% | +8,817+22.0% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 49,270 | $1.64M | 0.01% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 48,516 | $1.74M | 0.00% | +1,024+2.2% | Added |
| McDonald Partners LLC | 53,236 | $1.77M | 0.39% | +53,236 | New |
| Curbstone Financial Management Corp | 60,472 | $2.01M | 0.37% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 68,435 | $2.27M | 0.01% | −19,679−22.3% | Reduced |
| Fisher Asset Management, LLC | 69,431 | $2.31M | 0.00% | +36,277+109.4% | Added |
| Royce & Associates LP | 74,054 | $2.46M | 0.02% | −70,000−48.6% | Reduced |
| Citadel Advisors LLC | 81,792 | $2.72M | 0.00% | +37,711+85.5% | Added |
| Winslow Asset Management Inc | 82,272 | $2.73M | 0.54% | +2,359+3.0% | Added |
| Goldman Sachs Group Inc | 84,833 | $2.82M | 0.00% | −10,008−10.6% | Reduced |
| Bank of New York Mellon Corp | 88,973 | $2.96M | 0.00% | −88,712−49.9% | Reduced |
| Morgan Stanley | 116,052 | $3.85M | 0.00% | +23,688+25.6% | Added |
| Jacobs Levy Equity Management, Inc | 120,633 | $4.01M | 0.03% | +17,591+17.1% | Added |
| Littlejohn & Co LLC | 124,595 | $4.14M | 1.13% | −52,385−29.6% | Reduced |
| Northern Trust Corp | 134,387 | $4.46M | 0.00% | −6,873−4.9% | Reduced |
| Charles Schwab Investment Management Inc | 165,358 | $5.49M | 0.00% | +26,097+18.7% | Added |
| Geode Capital Management, LLC | 172,471 | $5.73M | 0.00% | −19,177−10.0% | Reduced |
| Victory Capital Management Inc | 197,152 | $6.55M | 0.01% | −79,534−28.7% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 210,862 | $7.00M | 0.02% | +41,192+24.3% | Added |
| Fuller & Thaler Asset Management, Inc. | 262,546 | $8.72M | 0.05% | +4,146+1.6% | Added |