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