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 |
|---|---|---|---|---|---|
| GWM Advisors LLC | 674 | $17 | 0.00% | +674 | New |
| Lindbrook Capital, LLC | 7 | $177 | 0.00% | +7 | New |
| Glassman Wealth Services | 20 | $506 | 0.00% | +20 | New |
| Column Capital Advisors, LLC | 26 | $658 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 31 | $785 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 36 | $1.00K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 50 | $1.28K | 0.00% | +50 | New |
| Concord Wealth Partners | 60 | $1.52K | 0.00% | +60 | New |
| US Bancorp | 67 | $1.70K | 0.00% | −48−41.7% | Reduced |
| Ronald Blue Trust, Inc. | 98 | $2.00K | 0.00% | +39+66.1% | Added |
| Parallel Advisors, LLC | 96 | $2.43K | 0.00% | +29+43.3% | Added |
| Beacon Capital Management, LLC | 97 | $2.46K | 0.00% | +97 | New |
| IFP Advisors, Inc | 50 | $3.00K | 0.00% | −19−27.5% | Reduced |
| Whittier Trust Co | 150 | $3.79K | 0.00% | −500−76.9% | Reduced |
| Clearstead Advisors, LLC | 200 | $5.06K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 266 | $6.73K | 0.00% | −8−2.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 336 | $8.50K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 400 | $10.1K | 0.00% | +400 | New |
| Tower Research Capital LLC (TRC) | 656 | $16.0K | 0.00% | −1,348−67.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 647 | $16.4K | 0.00% | −15−2.3% | Reduced |
| Metropolitan Life Insurance Co | 703 | $17.8K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 746 | $19.0K | 0.00% | −51−6.4% | Reduced |
| Itau Unibanco Holding S.A. | 831 | $21.0K | 0.00% | −740−47.1% | Reduced |
| Ameritas Investment Partners, Inc. | 806 | $25.3K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 1,042 | $26.4K | 0.00% | +1,042 | New |
| Great West Life Assurance Co | 1,162 | $30.0K | 0.00% | +896+336.8% | Added |
| Royal Bank of Canada | 1,223 | $31.0K | 0.00% | +1,091+826.5% | Added |
| Gladius Capital Management LP | 1,280 | $32.4K | 0.01% | +1,280 | New |
| Amalgamated Bank | 1,336 | $34.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 1,400 | $35.0K | 0.00% | −1,200−46.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,433 | $36.0K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 1,518 | $38.4K | 0.00% | −242−13.8% | Reduced |
| State of Wyoming | 2,045 | $51.8K | 0.02% | +2,045 | New |
| DekaBank Deutsche Girozentrale | 2,985 | $75.0K | 0.00% | +491+19.7% | Added |
| Westwood Holdings Group Inc. | 3,380 | $86.0K | 0.00% | +3,380 | New |
| Legal & General Group Plc | 3,511 | $88.9K | 0.00% | +282+8.7% | Added |
| Citigroup Inc | 3,989 | $101.0K | 0.00% | +482+13.7% | Added |
| American International Group, Inc. | 5,127 | $129.8K | 0.00% | −19−0.4% | Reduced |
| MetLife Investment Management | 5,807 | $147.0K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 6,094 | $154.2K | 0.00% | +72+1.2% | Added |
| Barclays PLC | 6,168 | $156.1K | 0.00% | +2,451+65.9% | Added |
| Acadian Asset Management LLC | 7,059 | $177.0K | 0.00% | +7,059 | New |
| BNP Paribas Arbitrage, SA | 7,263 | $183.8K | 0.00% | −1,175−13.9% | Reduced |
| New York State Common Retirement Fund | 7,292 | $184.6K | 0.00% | −20.0% | Reduced |
| Shell Asset Management Co | 7,828 | $198.0K | 0.01% | −1,631−17.2% | Reduced |
| Janney Montgomery Scott LLC | 8,575 | $217.0K | 0.00% | −3,100−26.6% | Reduced |
| Price T Rowe Associates Inc | 9,107 | $230.0K | 0.00% | +9,107 | New |
| Rodgers Brothers Inc. | 9,350 | $236.6K | 0.05% | −2,250−19.4% | Reduced |
| Petrus Trust Company, LTA | 9,597 | $242.9K | 0.03% | +9,597 | New |
| Credit Suisse AG | 10,029 | $253.8K | 0.00% | +1,374+15.9% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 10,094 | $255.0K | 0.01% | −4,129−29.0% | Reduced |
| Trexquant Investment LP | 10,595 | $268.2K | 0.01% | +10,595 | New |
| Public Employees Retirement System of Ohio | 12,008 | $304.0K | 0.00% | −2,285−16.0% | Reduced |
| California State Teachers Retirement System | 12,300 | $311.3K | 0.00% | +121+1.0% | Added |
| Ameriprise Financial Inc | 12,760 | $323.0K | 0.00% | −1,000−7.3% | Reduced |
| UBS Group AG | 13,963 | $353.4K | 0.00% | −5,914−29.8% | Reduced |
| Tudor Investment Corp Et Al | 15,985 | $405.0K | 0.01% | −9,159−36.4% | Reduced |
| Rhumbline Advisers | 16,963 | $429.0K | 0.00% | +32+0.2% | Added |
| New York Life Investment Management LLC | 17,079 | $432.3K | 0.00% | +1,924+12.7% | Added |
| SEI Investments Co | 17,282 | $437.4K | 0.00% | −723−4.0% | Reduced |
| STRS Ohio | 20,100 | $508.0K | 0.00% | +20,100 | New |
| Keybank National Association | 21,130 | $534.8K | 0.00% | +44+0.2% | Added |
| Swiss National Bank | 22,200 | $561.9K | 0.00% | +800+3.7% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 22,470 | $568.7K | 0.00% | −7,400−24.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 23,873 | $604.0K | 0.00% | +23,873 | New |
| JPMorgan Chase & Co | 23,936 | $606.0K | 0.00% | +5,767+31.7% | Added |
| AQR Capital Management LLC | 25,095 | $635.2K | 0.00% | −19,102−43.2% | Reduced |
| State of Wisconsin Investment Board | 25,146 | $636.4K | 0.00% | +832+3.4% | Added |
| XTX Topco Ltd | 27,974 | $708.0K | 0.15% | +16,745+149.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 27,581 | $711.9K | 0.00% | −4,958−15.2% | Reduced |
| HRT Financial LP | 29,084 | $736.0K | 0.01% | +29,084 | New |
| Raymond James & Associates | 30,245 | $765.5K | 0.00% | −15,986−34.6% | Reduced |
| D. E. Shaw & Co., Inc. | 30,393 | $769.2K | 0.00% | +3,005+11.0% | Added |
| Bank of America Corp | 31,578 | $799.2K | 0.00% | +2,248+7.7% | Added |
| Nuveen Asset Management, LLC | 37,569 | $951.0K | 0.00% | −5,062−11.9% | Reduced |
| Isthmus Partners, LLC | 38,170 | $966.1K | 0.15% | +1,919+5.3% | Added |
| McDonald Partners LLC | 38,996 | $987.0K | 0.34% | −1,425−3.5% | Reduced |
| Norges Bank | 39,200 | $992.2K | 0.00% | +39,200 | New |
| Invesco Ltd. | 42,956 | $1.09M | 0.00% | +2,814+7.0% | Added |
| Johnson Investment Counsel Inc | 43,298 | $1.10M | 0.01% | 00.0% | Unchanged |
| Gabelli Funds LLC | 46,400 | $1.17M | 0.01% | +2,200+5.0% | Added |
| The PNC Financial Services Group, Inc. | 48,150 | $1.22M | 0.00% | +48,150 | New |
| Assenagon Asset Management S.A. | 49,973 | $1.26M | 0.01% | +17,403+53.4% | Added |
| Curbstone Financial Management Corp | 58,914 | $1.49M | 0.37% | 00.0% | Unchanged |
| Millennium Management LLC | 60,944 | $1.54M | 0.00% | +16,441+36.9% | Added |
| Morgan Stanley | 62,527 | $1.58M | 0.00% | +3,665+6.2% | Added |
| Hunter Associates Investment Management LLC | 64,750 | $1.64M | 0.39% | +7,300+12.7% | Added |
| Fisher Asset Management, LLC | 76,349 | $1.93M | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 101,739 | $2.58M | 0.01% | −1,114−1.1% | Reduced |
| Northern Trust Corp | 104,588 | $2.65M | 0.00% | −1,710−1.6% | Reduced |
| Goldman Sachs Group Inc | 109,538 | $2.77M | 0.00% | −10,180−8.5% | Reduced |
| Jacobs Levy Equity Management, Inc | 114,590 | $2.90M | 0.02% | −15,696−12.0% | Reduced |
| Citadel Advisors LLC | 139,124 | $3.52M | 0.00% | +23,894+20.7% | Added |
| Bank of New York Mellon Corp | 148,066 | $3.75M | 0.00% | +74,613+101.6% | Added |
| Geode Capital Management, LLC | 189,792 | $4.80M | 0.00% | +5,361+2.9% | Added |
| Charles Schwab Investment Management Inc | 236,428 | $5.98M | 0.00% | +11,336+5.0% | Added |
| Fuller & Thaler Asset Management, Inc. | 239,420 | $6.06M | 0.04% | +677+0.3% | Added |
| FMR LLC | 279,878 | $7.08M | 0.00% | +175+0.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 293,110 | $7.42M | 0.02% | −17,256−5.6% | Reduced |