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, Q3 2022
Institutional positions in Hyster-Yale, Inc. as of Sep 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
- 91
- −8 vs. Q2 2022
- Shares held
- 7.23M
- −183.7K (−2.5%) vs. Q2 2022
- Total value
- $155.6M
- −$83.4M (−34.9%) vs. Q2 2022
- New holders
- 13
- 38 more added
- Sold out
- 21
- 25 more reduced
Compare with Q2 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.
| 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, Q3 2022
Shares, value and share of portfolio for each institution holding Hyster-Yale, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Gamco Investors, Inc. Et Al | 1,063,080 | $22.9M | 0.27% | +57,512+5.7% | Added |
| Vanguard Group Inc | 866,287 | $18.6M | 0.00% | +7,637+0.9% | Added |
| BlackRock Inc. | 857,786 | $18.5M | 0.00% | +3,804+0.4% | Added |
| Dimensional Fund Advisors LP | 682,114 | $14.7M | 0.01% | −29,967−4.2% | Reduced |
| State Street Corp | 353,886 | $7.61M | 0.00% | +5,575+1.6% | Added |
| Kopernik Global Investors, LLC | 347,054 | $7.46M | 0.82% | +200,804+137.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 310,366 | $6.68M | 0.02% | −33,741−9.8% | Reduced |
| FMR LLC | 279,703 | $6.02M | 0.00% | −590.0% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 238,743 | $5.13M | 0.04% | −7,065−2.9% | Reduced |
| Charles Schwab Investment Management Inc | 225,092 | $4.84M | 0.00% | +27,225+13.8% | Added |
| Geode Capital Management, LLC | 184,431 | $3.97M | 0.00% | +4,935+2.7% | Added |
| Jacobs Levy Equity Management, Inc | 130,286 | $2.80M | 0.02% | −2,006−1.5% | Reduced |
| Goldman Sachs Group Inc | 119,718 | $2.58M | 0.00% | −16,016−11.8% | Reduced |
| Citadel Advisors LLC | 115,230 | $2.48M | 0.00% | +41,922+57.2% | Added |
| Northern Trust Corp | 106,298 | $2.29M | 0.00% | +351+0.3% | Added |
| Russell Investments Group, Ltd. | 102,853 | $2.21M | 0.00% | +50,624+96.9% | Added |
| Fisher Asset Management, LLC | 76,349 | $1.64M | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 73,453 | $1.58M | 0.00% | +1,198+1.7% | Added |
| Curbstone Financial Management Corp | 58,914 | $1.27M | 0.32% | 00.0% | Unchanged |
| Morgan Stanley | 58,862 | $1.27M | 0.00% | −12,610−17.6% | Reduced |
| Hunter Associates Investment Management LLC | 57,450 | $1.23M | 0.32% | +3,600+6.7% | Added |
| Raymond James & Associates | 46,231 | $994.0K | 0.00% | +32,302+231.9% | Added |
| Millennium Management LLC | 44,503 | $957.0K | 0.00% | +44,503 | New |
| Gabelli Funds LLC | 44,200 | $951.0K | 0.01% | +4,700+11.9% | Added |
| AQR Capital Management LLC | 44,197 | $951.0K | 0.00% | +44,197 | New |
| Johnson Investment Counsel Inc | 43,298 | $931.0K | 0.01% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 42,631 | $917.0K | 0.00% | +2,559+6.4% | Added |
| McDonald Partners LLC | 40,421 | $869.0K | 0.33% | −9,345−18.8% | Reduced |
| Invesco Ltd. | 40,142 | $863.0K | 0.00% | −1,915−4.6% | Reduced |
| Isthmus Partners, LLC | 36,251 | $780.0K | 0.13% | +3,977+12.3% | Added |
| Assenagon Asset Management S.A. | 32,570 | $701.0K | 0.00% | −46,764−58.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 32,539 | $700.0K | 0.00% | −3,452−9.6% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 29,870 | $643.0K | 0.00% | −19,400−39.4% | Reduced |
| Bank of America Corp | 29,330 | $630.0K | 0.00% | −1,087−3.6% | Reduced |
| D. E. Shaw & Co., Inc. | 27,388 | $589.0K | 0.00% | −2,829−9.4% | Reduced |
| Swiss Life Asset Management Ltd | 26,519 | $570.0K | 0.01% | +16,948+177.1% | Added |
| Tudor Investment Corp Et Al | 25,144 | $541.0K | 0.01% | +9,826+64.1% | Added |
| State of Wisconsin Investment Board | 24,314 | $523.0K | 0.00% | +522+2.2% | Added |
| Swiss National Bank | 21,400 | $460.0K | 0.00% | 00.0% | Unchanged |
| Keybank National Association | 21,086 | $454.0K | 0.00% | −400−1.9% | Reduced |
| UBS Group AG | 19,877 | $428.0K | 0.00% | −2,277−10.3% | Reduced |
| JPMorgan Chase & Co | 18,169 | $391.0K | 0.00% | +9,772+116.4% | Added |
| SEI Investments Co | 18,005 | $387.0K | 0.00% | +1,472+8.9% | Added |
| Rhumbline Advisers | 16,931 | $364.0K | 0.00% | +967+6.1% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 14,223 | $328.0K | 0.01% | −188−1.3% | Reduced |
| New York Life Investment Management LLC | 15,155 | $326.0K | 0.00% | +1,113+7.9% | Added |
| Public Employees Retirement System of Ohio | 14,293 | $307.0K | 0.00% | +295+2.1% | Added |
| Ameriprise Financial Inc | 13,760 | $296.0K | 0.00% | −17,390−55.8% | Reduced |
| Karpas Strategies, LLC | 12,583 | $271.0K | 0.10% | +85+0.7% | Added |
| California State Teachers Retirement System | 12,179 | $262.0K | 0.00% | −67−0.5% | Reduced |
| Janney Montgomery Scott LLC | 11,675 | $251.0K | 0.00% | +11,675 | New |
| Rodgers Brothers Inc. | 11,600 | $250.0K | 0.05% | −4,075−26.0% | Reduced |
| XTX Topco Ltd | 11,229 | $242.0K | 0.06% | +11,229 | New |
| Shell Asset Management Co | 9,459 | $203.0K | 0.01% | −2,475−20.7% | Reduced |
| Credit Suisse AG | 8,655 | $187.0K | 0.00% | +2,285+35.9% | Added |
| BNP Paribas Arbitrage, SA | 8,438 | $181.5K | 0.00% | +4,954+142.2% | Added |
| New York State Common Retirement Fund | 7,294 | $157.0K | 0.00% | +28+0.4% | Added |
| Deutsche Bank AG | 6,022 | $129.0K | 0.00% | −115−1.9% | Reduced |
| MetLife Investment Management | 5,807 | $124.9K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 5,146 | $111.0K | 0.00% | +73+1.4% | Added |
| Counterpoint Mutual Funds LLC | 3,972 | $85.0K | 0.21% | +3,972 | New |
| Barclays PLC | 3,717 | $80.0K | 0.00% | +832+28.8% | Added |
| Citigroup Inc | 3,507 | $76.0K | 0.00% | −677−16.2% | Reduced |
| Legal & General Group Plc | 3,229 | $69.0K | 0.00% | +135+4.4% | Added |
| DekaBank Deutsche Girozentrale | 2,494 | $57.0K | 0.00% | +2,494 | New |
| Aquatic Capital Management LLC | 2,600 | $56.0K | 0.01% | +1,200+85.7% | Added |
| Tower Research Capital LLC (TRC) | 2,004 | $43.0K | 0.00% | +1,313+190.0% | Added |
| Altshuler Shaham Ltd | 1,760 | $41.0K | 0.00% | +1,760 | New |
| Itau Unibanco Holding S.A. | 1,571 | $34.0K | 0.00% | −784−33.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,433 | $31.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,336 | $29.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 797 | $17.0K | 0.00% | +7+0.9% | Added |
| Ameritas Investment Partners, Inc. | 806 | $17.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 703 | $15.1K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 650 | $14.0K | 0.00% | +500+333.3% | Added |
| Allspring Global Investments Holdings, LLC | 662 | $14.0K | 0.00% | +662 | New |
| Allworth Financial LP | 447 | $10.0K | 0.00% | +447 | New |
| Bessemer Group Inc | 352 | $8.00K | 0.00% | +352 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 336 | $7.00K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 266 | $6.00K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 274 | $5.00K | 0.00% | −434−61.3% | Reduced |
| Clearstead Advisors, LLC | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 69 | $4.00K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 132 | $3.00K | 0.00% | +70+112.9% | Added |
| US Bancorp | 115 | $2.00K | 0.00% | +53+85.5% | Added |
| Ronald Blue Trust, Inc. | 59 | $2.00K | 0.00% | +16+37.2% | Added |
| Column Capital Advisors, LLC | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 24 | $1.00K | 0.00% | +24 | New |
| CWM, LLC | 36 | $1.00K | 0.00% | +36 | New |
| Parallel Advisors, LLC | 67 | $1.00K | 0.00% | +67 | New |
| Raffa Wealth Management, LLC | 31 | $667 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −64−100.0% | Sold out |
| Hotchkis & Wiley Capital Management LLC | 0 | $0 | 0.00% | −214,922−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −144,886−100.0% | Sold out |
| Winslow Asset Management Inc | 0 | $0 | 0.00% | −74,929−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −48,300−100.0% | Sold out |
| Littlejohn & Co LLC | 0 | $0 | 0.00% | −37,532−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −28,623−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −14,680−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −9,400−100.0% | Sold out |