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, Q4 2022
Institutional positions in Hyster-Yale, Inc. as of Dec 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
- 106
- +15 vs. Q3 2022
- Shares held
- 7.30M
- +67.3K (+0.9%) vs. Q3 2022
- Total value
- $184.8M
- +$29.2M (+18.7%) vs. Q3 2022
- New holders
- 20
- 34 more added
- Sold out
- 5
- 38 more reduced
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Hyster-Yale, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Gamco Investors, Inc. Et Al | 973,621 | $24.6M | 0.27% | −89,459−8.4% | Reduced |
| BlackRock Inc. | 871,668 | $22.1M | 0.00% | +13,882+1.6% | Added |
| Vanguard Group Inc | 851,526 | $21.6M | 0.00% | −14,761−1.7% | Reduced |
| Dimensional Fund Advisors LP | 638,307 | $16.2M | 0.01% | −43,807−6.4% | Reduced |
| State Street Corp | 336,203 | $8.51M | 0.00% | −17,683−5.0% | Reduced |
| Kopernik Global Investors, LLC | 333,117 | $8.43M | 0.85% | −13,937−4.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 293,110 | $7.42M | 0.02% | −17,256−5.6% | Reduced |
| FMR LLC | 279,878 | $7.08M | 0.00% | +175+0.1% | Added |
| Fuller & Thaler Asset Management, Inc. | 239,420 | $6.06M | 0.04% | +677+0.3% | Added |
| Charles Schwab Investment Management Inc | 236,428 | $5.98M | 0.00% | +11,336+5.0% | Added |
| Geode Capital Management, LLC | 189,792 | $4.80M | 0.00% | +5,361+2.9% | Added |
| Bank of New York Mellon Corp | 148,066 | $3.75M | 0.00% | +74,613+101.6% | Added |
| Citadel Advisors LLC | 139,124 | $3.52M | 0.00% | +23,894+20.7% | Added |
| Jacobs Levy Equity Management, Inc | 114,590 | $2.90M | 0.02% | −15,696−12.0% | Reduced |
| Goldman Sachs Group Inc | 109,538 | $2.77M | 0.00% | −10,180−8.5% | Reduced |
| Northern Trust Corp | 104,588 | $2.65M | 0.00% | −1,710−1.6% | Reduced |
| Russell Investments Group, Ltd. | 101,739 | $2.58M | 0.01% | −1,114−1.1% | Reduced |
| Fisher Asset Management, LLC | 76,349 | $1.93M | 0.00% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 64,750 | $1.64M | 0.39% | +7,300+12.7% | Added |
| Morgan Stanley | 62,527 | $1.58M | 0.00% | +3,665+6.2% | Added |
| Millennium Management LLC | 60,944 | $1.54M | 0.00% | +16,441+36.9% | Added |
| Curbstone Financial Management Corp | 58,914 | $1.49M | 0.37% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 49,973 | $1.26M | 0.01% | +17,403+53.4% | Added |
| The PNC Financial Services Group, Inc. | 48,150 | $1.22M | 0.00% | +48,150 | New |
| Gabelli Funds LLC | 46,400 | $1.17M | 0.01% | +2,200+5.0% | Added |
| Johnson Investment Counsel Inc | 43,298 | $1.10M | 0.01% | 00.0% | Unchanged |
| Invesco Ltd. | 42,956 | $1.09M | 0.00% | +2,814+7.0% | Added |
| Norges Bank | 39,200 | $992.2K | 0.00% | +39,200 | New |
| McDonald Partners LLC | 38,996 | $987.0K | 0.34% | −1,425−3.5% | Reduced |
| Isthmus Partners, LLC | 38,170 | $966.1K | 0.15% | +1,919+5.3% | Added |
| Nuveen Asset Management, LLC | 37,569 | $951.0K | 0.00% | −5,062−11.9% | Reduced |
| Bank of America Corp | 31,578 | $799.2K | 0.00% | +2,248+7.7% | Added |
| D. E. Shaw & Co., Inc. | 30,393 | $769.2K | 0.00% | +3,005+11.0% | Added |
| Raymond James & Associates | 30,245 | $765.5K | 0.00% | −15,986−34.6% | Reduced |
| HRT Financial LP | 29,084 | $736.0K | 0.01% | +29,084 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 27,581 | $711.9K | 0.00% | −4,958−15.2% | Reduced |
| XTX Topco Ltd | 27,974 | $708.0K | 0.15% | +16,745+149.1% | Added |
| State of Wisconsin Investment Board | 25,146 | $636.4K | 0.00% | +832+3.4% | Added |
| AQR Capital Management LLC | 25,095 | $635.2K | 0.00% | −19,102−43.2% | Reduced |
| JPMorgan Chase & Co | 23,936 | $606.0K | 0.00% | +5,767+31.7% | Added |
| Arrowstreet Capital, Limited Partnership | 23,873 | $604.0K | 0.00% | +23,873 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 22,470 | $568.7K | 0.00% | −7,400−24.8% | Reduced |
| Swiss National Bank | 22,200 | $561.9K | 0.00% | +800+3.7% | Added |
| Keybank National Association | 21,130 | $534.8K | 0.00% | +44+0.2% | Added |
| STRS Ohio | 20,100 | $508.0K | 0.00% | +20,100 | New |
| SEI Investments Co | 17,282 | $437.4K | 0.00% | −723−4.0% | Reduced |
| New York Life Investment Management LLC | 17,079 | $432.3K | 0.00% | +1,924+12.7% | Added |
| Rhumbline Advisers | 16,963 | $429.0K | 0.00% | +32+0.2% | Added |
| Tudor Investment Corp Et Al | 15,985 | $405.0K | 0.01% | −9,159−36.4% | Reduced |
| UBS Group AG | 13,963 | $353.4K | 0.00% | −5,914−29.8% | Reduced |
| Ameriprise Financial Inc | 12,760 | $323.0K | 0.00% | −1,000−7.3% | Reduced |
| California State Teachers Retirement System | 12,300 | $311.3K | 0.00% | +121+1.0% | Added |
| Public Employees Retirement System of Ohio | 12,008 | $304.0K | 0.00% | −2,285−16.0% | Reduced |
| Trexquant Investment LP | 10,595 | $268.2K | 0.01% | +10,595 | New |
| Harel Insurance Investments & Financial Services Ltd. | 10,094 | $255.0K | 0.01% | −4,129−29.0% | Reduced |
| Credit Suisse AG | 10,029 | $253.8K | 0.00% | +1,374+15.9% | Added |
| Petrus Trust Company, LTA | 9,597 | $242.9K | 0.03% | +9,597 | New |
| Rodgers Brothers Inc. | 9,350 | $236.6K | 0.05% | −2,250−19.4% | Reduced |
| Price T Rowe Associates Inc | 9,107 | $230.0K | 0.00% | +9,107 | New |
| Janney Montgomery Scott LLC | 8,575 | $217.0K | 0.00% | −3,100−26.6% | Reduced |
| Shell Asset Management Co | 7,828 | $198.0K | 0.01% | −1,631−17.2% | Reduced |
| New York State Common Retirement Fund | 7,292 | $184.6K | 0.00% | −20.0% | Reduced |
| BNP Paribas Arbitrage, SA | 7,263 | $183.8K | 0.00% | −1,175−13.9% | Reduced |
| Acadian Asset Management LLC | 7,059 | $177.0K | 0.00% | +7,059 | New |
| Barclays PLC | 6,168 | $156.1K | 0.00% | +2,451+65.9% | Added |
| Deutsche Bank AG | 6,094 | $154.2K | 0.00% | +72+1.2% | Added |
| MetLife Investment Management | 5,807 | $147.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 5,127 | $129.8K | 0.00% | −19−0.4% | Reduced |
| Citigroup Inc | 3,989 | $101.0K | 0.00% | +482+13.7% | Added |
| Legal & General Group Plc | 3,511 | $88.9K | 0.00% | +282+8.7% | Added |
| Westwood Holdings Group Inc. | 3,380 | $86.0K | 0.00% | +3,380 | New |
| DekaBank Deutsche Girozentrale | 2,985 | $75.0K | 0.00% | +491+19.7% | Added |
| State of Wyoming | 2,045 | $51.8K | 0.02% | +2,045 | New |
| Altshuler Shaham Ltd | 1,518 | $38.4K | 0.00% | −242−13.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,433 | $36.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 1,400 | $35.0K | 0.00% | −1,200−46.2% | Reduced |
| Amalgamated Bank | 1,336 | $34.0K | 0.00% | 00.0% | Unchanged |
| Gladius Capital Management LP | 1,280 | $32.4K | 0.01% | +1,280 | New |
| Royal Bank of Canada | 1,223 | $31.0K | 0.00% | +1,091+826.5% | Added |
| Great West Life Assurance Co | 1,162 | $30.0K | 0.00% | +896+336.8% | Added |
| Quantbot Technologies LP | 1,042 | $26.4K | 0.00% | +1,042 | New |
| Ameritas Investment Partners, Inc. | 806 | $25.3K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 831 | $21.0K | 0.00% | −740−47.1% | Reduced |
| Advisor Group Holdings, Inc. | 746 | $19.0K | 0.00% | −51−6.4% | Reduced |
| Metropolitan Life Insurance Co | 703 | $17.8K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 647 | $16.4K | 0.00% | −15−2.3% | Reduced |
| Tower Research Capital LLC (TRC) | 656 | $16.0K | 0.00% | −1,348−67.3% | Reduced |
| Advisory Services Network, LLC | 400 | $10.1K | 0.00% | +400 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 336 | $8.50K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 266 | $6.73K | 0.00% | −8−2.9% | Reduced |
| Clearstead Advisors, LLC | 200 | $5.06K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 150 | $3.79K | 0.00% | −500−76.9% | Reduced |
| IFP Advisors, Inc | 50 | $3.00K | 0.00% | −19−27.5% | Reduced |
| Beacon Capital Management, LLC | 97 | $2.46K | 0.00% | +97 | New |
| Parallel Advisors, LLC | 96 | $2.43K | 0.00% | +29+43.3% | Added |
| Ronald Blue Trust, Inc. | 98 | $2.00K | 0.00% | +39+66.1% | Added |
| US Bancorp | 67 | $1.70K | 0.00% | −48−41.7% | Reduced |
| Concord Wealth Partners | 60 | $1.52K | 0.00% | +60 | New |
| M&R Capital Management Inc | 50 | $1.28K | 0.00% | +50 | New |
| Nisa Investment Advisors, LLC | 24 | $1.00K | 0.00% | 00.0% | Unchanged |