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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, Q2 2022

Institutional positions in Hyster-Yale, Inc. as of Jun 30, 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
99
−4 vs. Q1 2022
Shares held
7.42M
−22.1K (−0.3%) vs. Q1 2022
Total value
$239.0M
−$8.23M (−3.3%) vs. Q1 2022
New holders
13
35 more added
Sold out
17
37 more reduced

4 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: 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.

Institutional holdersQ2 2022: 99 institutions
Q1 2021: 131 institutionsQ2 2021: 128 institutionsQ3 2021: 118 institutionsQ4 2021: 107 institutionsQ1 2022: 107 institutionsQ2 2022: 99 institutionsQ3 2022: 91 institutionsQ4 2022: 106 institutionsQ1 2023: 131 institutionsQ2 2023: 140 institutionsQ3 2023: 140 institutionsQ4 2023: 165 institutionsQ1 2024: 164 institutionsQ2 2024: 175 institutionsQ3 2024: 183 institutionsQ4 2024: 181 institutionsQ1 2025: 178 institutionsQ2 2025: 161 institutionsQ3 2025: 158 institutionsQ4 2025: 144 institutionsQ1 2026: 150 institutionsQ2 2026: 151 institutions
Value heldQ2 2022: $239.0M
Q1 2021: $684.8MQ2 2021: $565.4MQ3 2021: $388.5MQ4 2021: $306.8MQ1 2022: $248.2MQ2 2022: $239.0MQ3 2022: $155.6MQ4 2022: $184.8MQ1 2023: $433.2MQ2 2023: $424.3MQ3 2023: $355.1MQ4 2023: $509.3MQ1 2024: $538.8MQ2 2024: $601.1MQ3 2024: $541.9MQ4 2024: $435.6MQ1 2025: $354.2MQ2 2025: $340.1MQ3 2025: $301.5MQ4 2025: $239.9MQ1 2026: $276.1MQ2 2026: $305.4M
Institutions holding HY and their total value by quarter
QuarterHoldersValue
Q2 2026151$305.4M
Q1 2026150$276.1M
Q4 2025144$239.9M
Q3 2025158$301.5M
Q2 2025161$340.1M
Q1 2025178$354.2M
Q4 2024181$435.6M
Q3 2024183$541.9M
Q2 2024175$601.1M
Q1 2024164$538.8M
Q4 2023165$509.3M
Q3 2023140$355.1M
Q2 2023140$424.3M
Q1 2023131$433.2M
Q4 2022106$184.8M
Q3 202291$155.6M
Q2 202299$239.0M
Q1 2022107$248.2M
Q4 2021107$306.8M
Q3 2021118$388.5M
Q2 2021128$565.4M
Q1 2021131$684.8M

Institutions, Q2 2022

Shares, value and share of portfolio for each institution holding Hyster-Yale, Inc.; share changes are against Q1 2022.

Institutions holding HY in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Raffa Wealth Management, LLC31$9990.00%00.0%Unchanged
Column Capital Advisors, LLC26$1.00K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.43$1.00K0.00%+43New
Royal Bank of Canada62$2.00K0.00%−552−89.9%Reduced
Rockefeller Capital Management L.P.81$2.00K0.00%−47−36.7%Reduced
US Bancorp62$2.00K0.00%00.0%Unchanged
Manchester Capital Management LLC49$2.00K0.00%−16−24.6%Reduced
Concord Wealth Partners60$2.00K0.00%00.0%Unchanged
Lindbrook Capital, LLC64$2.00K0.00%+64New
IFP Advisors, Inc69$4.00K0.00%−50−42.0%Reduced
Signaturefd, LLC111$4.00K0.00%+57+105.6%Added
Captrust Financial Advisors153$5.00K0.00%−16−9.5%Reduced
Whittier Trust Co150$5.00K0.00%00.0%Unchanged
Clearstead Advisors, LLC200$6.00K0.00%−160−44.4%Reduced
Great West Life Assurance Co266$9.00K0.00%00.0%Unchanged
Venture Visionary Partners LLC305$9.83K0.00%+305New
Geneos Wealth Management Inc.362$11.0K0.00%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)336$11.0K0.00%00.0%Unchanged
State of Wyoming508$16.0K0.01%+508New
Tower Research Capital LLC (TRC)691$22.0K0.00%+530+329.2%Added
Metropolitan Life Insurance Co703$22.7K0.00%00.0%Unchanged
Wells Fargo & Company708$23.0K0.00%−9,904−93.3%Reduced
Ameritas Investment Partners, Inc.806$25.0K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.790$26.0K0.00%+5+0.6%Added
PEAK6 Investments LLC1,148$37.0K0.00%+1,148New
Amalgamated Bank1,336$43.0K0.00%+128+10.6%Added
Gladius Capital Management LP1,306$43.0K0.01%+1,306New
Aquatic Capital Management LLC1,400$45.0K0.01%+1,300+1,300.0%Added
Benjamin F. Edwards & Company, Inc.1,433$46.0K0.00%00.0%Unchanged
Itau Unibanco Holding S.A.2,355$76.0K0.00%+145+6.6%Added
Barclays PLC2,885$93.0K0.00%−967−25.1%Reduced
Legal & General Group Plc3,094$100.0K0.00%+498+19.2%Added
BNP Paribas Arbitrage, SA3,484$112.3K0.00%+1,706+96.0%Added
Citigroup Inc4,184$135.0K0.00%−793−15.9%Reduced
American International Group, Inc.5,073$163.0K0.00%+112+2.3%Added
SG Americas Securities, LLC5,206$168.0K0.00%+5,206New
MetLife Investment Management5,807$187.1K0.00%00.0%Unchanged
Deutsche Bank AG6,137$198.0K0.00%−691−10.1%Reduced
Credit Suisse AG6,370$205.0K0.00%+230+3.7%Added
New York State Common Retirement Fund7,266$234.0K0.00%−24−0.3%Reduced
JPMorgan Chase & Co8,397$270.0K0.00%−2,178−20.6%Reduced
Susquehanna International Group, LLP8,580$276.0K0.00%−19,466−69.4%Reduced
Jump Financial, LLC9,400$303.0K0.01%+100+1.1%Added
Swiss Life Asset Management Ltd9,571$309.2K0.01%+9,571New
Shell Asset Management Co11,934$385.0K0.01%+22+0.2%Added
California State Teachers Retirement System12,246$395.0K0.00%+1,841+17.7%Added
Karpas Strategies, LLC12,498$403.0K0.14%−678−5.1%Reduced
Raymond James & Associates13,929$449.0K0.00%+13,929New
Public Employees Retirement System of Ohio13,998$451.0K0.00%+258+1.9%Added
New York Life Investment Management LLC14,042$452.0K0.01%+14,042New
Harel Insurance Investments & Financial Services Ltd.14,411$464.0K0.01%−8,325−36.6%Reduced
First Trust Advisors LP14,680$473.0K0.00%−259−1.7%Reduced
Tudor Investment Corp Et Al15,318$494.0K0.01%−2,116−12.1%Reduced
Rodgers Brothers Inc.15,675$505.0K0.10%−8,550−35.3%Reduced
Rhumbline Advisers15,964$514.0K0.00%+2,275+16.6%Added
SEI Investments Co16,533$533.0K0.00%+7,856+90.5%Added
Swiss National Bank21,400$690.0K0.00%+4,500+26.6%Added
Keybank National Association21,486$692.0K0.00%00.0%Unchanged
UBS Group AG22,154$714.0K0.00%−366−1.6%Reduced
State of Wisconsin Investment Board23,792$767.0K0.00%+9,492+66.4%Added
Engineers Gate Manager LP28,623$922.0K0.03%−17,625−38.1%Reduced
D. E. Shaw & Co., Inc.30,217$974.0K0.00%−8,780−22.5%Reduced
Bank of America Corp30,417$980.0K0.00%+1,308+4.5%Added
Ameriprise Financial Inc31,150$1.00M0.00%+90+0.3%Added
Isthmus Partners, LLC32,274$1.04M0.19%+3,897+13.7%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.35,991$1.16M0.01%−12,921−26.4%Reduced
Littlejohn & Co LLC37,532$1.21M0.45%−87,063−69.9%Reduced
Gabelli Funds LLC39,500$1.27M0.01%+5,568+16.4%Added
Nuveen Asset Management, LLC40,072$1.29M0.00%−8,444−17.4%Reduced
Invesco Ltd.42,057$1.35M0.00%+7,780+22.7%Added
Johnson Investment Counsel Inc43,298$1.40M0.02%+25,302+140.6%Added
Renaissance Technologies LLC48,300$1.56M0.00%+48,300New
Grantham, Mayo, Van Otterloo & Co. LLC49,270$1.59M0.01%00.0%Unchanged
McDonald Partners LLC49,766$1.60M0.41%−3,470−6.5%Reduced
Russell Investments Group, Ltd.52,229$1.68M0.00%+13,217+33.9%Added
Hunter Associates Investment Management LLC53,850$1.73M0.43%+53,850New
Curbstone Financial Management Corp58,914$1.90M0.44%−1,558−2.6%Reduced
Morgan Stanley71,472$2.30M0.00%−44,580−38.4%Reduced
Bank of New York Mellon Corp72,255$2.33M0.00%−16,718−18.8%Reduced
Citadel Advisors LLC73,308$2.36M0.00%−8,484−10.4%Reduced
Winslow Asset Management Inc74,929$2.41M0.58%−7,343−8.9%Reduced
Fisher Asset Management, LLC76,349$2.46M0.00%+6,918+10.0%Added
Assenagon Asset Management S.A.79,334$2.56M0.01%+10,899+15.9%Added
Northern Trust Corp105,947$3.41M0.00%−28,440−21.2%Reduced
Jacobs Levy Equity Management, Inc132,292$4.26M0.03%+11,659+9.7%Added
Goldman Sachs Group Inc135,734$4.37M0.00%+50,901+60.0%Added
Victory Capital Management Inc144,886$4.67M0.01%−52,266−26.5%Reduced
Kopernik Global Investors, LLC146,250$4.71M0.55%+146,250New
Geode Capital Management, LLC179,496$5.78M0.00%+7,025+4.1%Added
Charles Schwab Investment Management Inc197,867$6.38M0.00%+32,509+19.7%Added
Hotchkis & Wiley Capital Management LLC214,922$6.92M0.03%+4,060+1.9%Added
Fuller & Thaler Asset Management, Inc.245,808$7.92M0.05%−16,738−6.4%Reduced
FMR LLC279,762$9.01M0.00%−35,163−11.2%Reduced
Mirae Asset Global Investments Co., Ltd.344,107$11.1M0.03%−12,425−3.5%Reduced
State Street Corp348,311$11.2M0.00%−95,915−21.6%Reduced
Dimensional Fund Advisors LP712,081$22.9M0.01%−10,856−1.5%Reduced
BlackRock Inc.853,982$27.5M0.00%+90,188+11.8%Added
Vanguard Group Inc858,650$27.7M0.00%+72,339+9.2%Added
Gamco Investors, Inc. Et Al1,005,568$32.4M0.36%+16,999+1.7%Added
Royce & Associates LP0$00.00%−74,054−100.0%Sold out