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, Q1 2023
Institutional positions in Hyster-Yale, Inc. as of Mar 31, 2023. 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
- 131
- +25 vs. Q4 2022
- Shares held
- 8.68M
- +1.38M (+18.9%) vs. Q4 2022
- Total value
- $433.2M
- +$248.4M (+134.4%) vs. Q4 2022
- New holders
- 34
- 42 more added
- Sold out
- 9
- 38 more reduced
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Hyster-Yale, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| The PNC Financial Services Group, Inc. | 1,410,803 | $70.4M | 0.06% | +1,362,653+2,830.0% | Added |
| Gamco Investors, Inc. Et Al | 1,057,881 | $52.8M | 0.57% | +84,260+8.7% | Added |
| Vanguard Group Inc | 867,314 | $43.3M | 0.00% | +15,788+1.9% | Added |
| BlackRock Inc. | 848,758 | $42.3M | 0.00% | −22,910−2.6% | Reduced |
| Dimensional Fund Advisors LP | 580,191 | $28.9M | 0.01% | −58,116−9.1% | Reduced |
| FMR LLC | 369,984 | $18.5M | 0.00% | +90,106+32.2% | Added |
| State Street Corp | 349,962 | $17.5M | 0.00% | +13,759+4.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 323,285 | $16.1M | 0.04% | +30,175+10.3% | Added |
| Fuller & Thaler Asset Management, Inc. | 231,873 | $11.6M | 0.07% | −7,547−3.2% | Reduced |
| Geode Capital Management, LLC | 205,170 | $10.2M | 0.00% | +15,378+8.1% | Added |
| Bank of New York Mellon Corp | 149,067 | $7.44M | 0.00% | +1,001+0.7% | Added |
| Valueworks LLC | 119,675 | $5.97M | 2.27% | +119,675 | New |
| Jacobs Levy Equity Management, Inc | 116,416 | $5.81M | 0.04% | +1,826+1.6% | Added |
| Citadel Advisors LLC | 112,438 | $5.61M | 0.01% | −26,686−19.2% | Reduced |
| Goldman Sachs Group Inc | 112,294 | $5.60M | 0.00% | +2,756+2.5% | Added |
| Northern Trust Corp | 103,800 | $5.18M | 0.00% | −788−0.8% | Reduced |
| Morgan Stanley | 99,159 | $4.95M | 0.00% | +36,632+58.6% | Added |
| Charles Schwab Investment Management Inc | 78,042 | $3.89M | 0.00% | −158,386−67.0% | Reduced |
| Invesco Ltd. | 73,848 | $3.68M | 0.00% | +30,892+71.9% | Added |
| Acadian Asset Management LLC | 72,929 | $3.63M | 0.02% | +65,870+933.1% | Added |
| Fisher Asset Management, LLC | 70,058 | $3.50M | 0.00% | −6,291−8.2% | Reduced |
| Hunter Associates Investment Management LLC | 69,900 | $3.49M | 0.75% | +5,150+8.0% | Added |
| Curbstone Financial Management Corp | 58,594 | $2.92M | 0.71% | −320−0.5% | Reduced |
| Gabelli Funds LLC | 56,000 | $2.79M | 0.02% | +9,600+20.7% | Added |
| Arrowstreet Capital, Limited Partnership | 55,917 | $2.79M | 0.00% | +32,044+134.2% | Added |
| Johnson Investment Counsel Inc | 43,298 | $2.16M | 0.03% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 41,834 | $2.09M | 0.29% | +3,664+9.6% | Added |
| Marshall Wace, LLP | 41,384 | $2.06M | 0.01% | +41,384 | New |
| McDonald Partners LLC | 41,011 | $2.05M | 0.66% | +2,015+5.2% | Added |
| D. E. Shaw & Co., Inc. | 40,713 | $2.03M | 0.00% | +10,320+34.0% | Added |
| Millennium Management LLC | 34,135 | $1.70M | 0.00% | −26,809−44.0% | Reduced |
| Bank of America Corp | 34,041 | $1.70M | 0.00% | +2,463+7.8% | Added |
| JPMorgan Chase & Co | 33,573 | $1.68M | 0.00% | +9,637+40.3% | Added |
| Nuveen Asset Management, LLC | 32,888 | $1.64M | 0.00% | −4,681−12.5% | Reduced |
| Russell Investments Group, Ltd. | 32,289 | $1.61M | 0.00% | −69,450−68.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 30,644 | $1.53M | 0.00% | +3,063+11.1% | Added |
| Raymond James & Associates | 30,278 | $1.51M | 0.00% | +33+0.1% | Added |
| EAM Investors, LLC | 29,177 | $1.46M | 0.29% | +29,177 | New |
| Los Angeles Capital Management LLC | 23,074 | $1.15M | 0.01% | +23,074 | New |
| Keybank National Association | 21,130 | $1.05M | 0.01% | 00.0% | Unchanged |
| AQR Capital Management LLC | 21,025 | $1.05M | 0.00% | −4,070−16.2% | Reduced |
| Swiss National Bank | 19,800 | $987.8K | 0.00% | −2,400−10.8% | Reduced |
| HRT Financial LP | 19,290 | $962.0K | 0.01% | −9,794−33.7% | Reduced |
| Quadrature Capital Ltd | 18,990 | $947.2K | 0.03% | +18,990 | New |
| BNP Paribas Arbitrage, SA | 18,745 | $935.2K | 0.00% | +11,482+158.1% | Added |
| State of Wisconsin Investment Board | 18,658 | $930.8K | 0.00% | −6,488−25.8% | Reduced |
| Engineers Gate Manager LP | 18,598 | $927.9K | 0.04% | +18,598 | New |
| Rhumbline Advisers | 17,420 | $869.0K | 0.00% | +457+2.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 17,403 | $868.2K | 0.00% | +17,403 | New |
| Renaissance Technologies LLC | 15,800 | $788.0K | 0.00% | +15,800 | New |
| Susquehanna International Group, LLP | 15,655 | $781.0K | 0.00% | +15,655 | New |
| Hillsdale Investment Management Inc. | 14,800 | $738.4K | 0.06% | +14,800 | New |
| Occudo Quantitative Strategies LP | 14,094 | $703.1K | 0.06% | +14,094 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 14,070 | $702.0K | 0.00% | −8,400−37.4% | Reduced |
| XTX Topco Ltd | 13,079 | $652.5K | 0.14% | −14,895−53.2% | Reduced |
| STRS Ohio | 12,900 | $643.0K | 0.00% | −7,200−35.8% | Reduced |
| Ameriprise Financial Inc | 12,822 | $639.7K | 0.00% | +62+0.5% | Added |
| Walleye Capital LLC | 12,381 | $617.7K | 0.01% | +12,381 | New |
| California State Teachers Retirement System | 12,115 | $604.4K | 0.00% | −185−1.5% | Reduced |
| UBS Group AG | 12,015 | $599.4K | 0.00% | −1,948−14.0% | Reduced |
| UBS Asset Management Americas Inc | 11,704 | $583.9K | 0.00% | +11,704 | New |
| Panagora Asset Management Inc | 11,461 | $571.8K | 0.00% | +11,461 | New |
| LPL Financial LLC | 11,241 | $560.8K | 0.00% | +11,241 | New |
| Cubist Systematic Strategies, LLC | 10,722 | $534.9K | 0.00% | +10,722 | New |
| Public Employees Retirement System of Ohio | 10,594 | $529.0K | 0.00% | −1,414−11.8% | Reduced |
| Credit Suisse AG | 10,290 | $513.4K | 0.00% | +261+2.6% | Added |
| American Century Companies Inc | 10,499 | $512.4K | 0.00% | +10,499 | New |
| Harel Insurance Investments & Financial Services Ltd. | 9,832 | $491.0K | 0.01% | −262−2.6% | Reduced |
| New York Life Investment Management LLC | 9,685 | $483.2K | 0.01% | −7,394−43.3% | Reduced |
| Trexquant Investment LP | 8,730 | $435.5K | 0.01% | −1,865−17.6% | Reduced |
| Two Sigma Investments, LP | 8,600 | $429.1K | 0.00% | +8,600 | New |
| Deutsche Bank AG | 8,047 | $401.5K | 0.00% | +1,953+32.0% | Added |
| Janney Montgomery Scott LLC | 7,425 | $370.0K | 0.00% | −1,150−13.4% | Reduced |
| New York State Common Retirement Fund | 7,292 | $363.8K | 0.00% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 7,085 | $353.5K | 0.04% | −2,512−26.2% | Reduced |
| Squarepoint Ops LLC | 6,752 | $336.9K | 0.00% | +6,752 | New |
| Price T Rowe Associates Inc | 6,634 | $331.0K | 0.00% | −2,473−27.2% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 6,399 | $319.2K | 0.06% | +6,399 | New |
| Rafferty Asset Management, LLC | 5,808 | $289.8K | 0.00% | +5,808 | New |
| MetLife Investment Management | 5,807 | $289.7K | 0.00% | 00.0% | Unchanged |
| Advisory Research Inc | 5,721 | $285.4K | 0.05% | +5,721 | New |
| Barclays PLC | 5,503 | $274.5K | 0.00% | −665−10.8% | Reduced |
| American International Group, Inc. | 5,231 | $261.0K | 0.00% | +104+2.0% | Added |
| Assenagon Asset Management S.A. | 5,194 | $259.1K | 0.00% | −44,779−89.6% | Reduced |
| Quantbot Technologies LP | 5,054 | $252.1K | 0.02% | +4,012+385.0% | Added |
| Manufacturers Life Insurance Company, The | 4,579 | $228.4K | 0.00% | +4,579 | New |
| ProShare Advisors LLC | 4,487 | $223.9K | 0.00% | +4,487 | New |
| Rodgers Brothers Inc. | 4,300 | $214.5K | 0.04% | −5,050−54.0% | Reduced |
| Dumont & Blake Investment Advisors LLC | 4,225 | $211.0K | 0.07% | +4,225 | New |
| Voya Investment Management LLC | 4,111 | $205.1K | 0.00% | +4,111 | New |
| Citigroup Inc | 4,065 | $202.8K | 0.00% | +76+1.9% | Added |
| Legal & General Group Plc | 3,859 | $192.5K | 0.00% | +348+9.9% | Added |
| SG Americas Securities, LLC | 3,593 | $179.0K | 0.00% | +3,593 | New |
| Psagot Value Holdings Ltd. / (Israel) | 3,029 | $147.0K | 0.06% | +3,029 | New |
| State of Wyoming | 2,838 | $141.6K | 0.05% | +793+38.8% | Added |
| Wells Fargo & Company | 1,939 | $96.8K | 0.00% | +1,673+628.9% | Added |
| Allspring Global Investments Holdings, LLC | 1,620 | $80.8K | 0.00% | +973+150.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,433 | $71.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,382 | $68.0K | 0.00% | +159+13.0% | Added |
| Great West Life Assurance Co | 1,312 | $65.0K | 0.00% | +150+12.9% | Added |