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 |
|---|---|---|---|---|---|
| Manchester Capital Management LLC | 10 | $499 | 0.00% | +10 | New |
| Glassman Wealth Services | 20 | $998 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 26 | $1.30K | 0.00% | −41−61.2% | Reduced |
| Column Capital Advisors, LLC | 26 | $1.30K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 31 | $1.55K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 36 | $1.80K | 0.00% | +36 | New |
| CWM, LLC | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 60 | $2.99K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 103 | $3.00K | 0.00% | +5+5.1% | Added |
| IFP Advisors, Inc | 50 | $3.39K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 78 | $3.89K | 0.00% | −19−19.6% | Reduced |
| Parallel Advisors, LLC | 96 | $4.79K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 127 | $6.37K | 0.00% | +77+154.0% | Added |
| Whittier Trust Co | 150 | $7.48K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 234 | $11.7K | 0.00% | +234 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 336 | $16.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 363 | $18.0K | 0.00% | −293−44.7% | Reduced |
| First Manhattan Co | 400 | $20.0K | 0.00% | +400 | New |
| Metropolitan Life Insurance Co | 568 | $28.3K | 0.00% | −135−19.2% | Reduced |
| DekaBank Deutsche Girozentrale | 747 | $36.0K | 0.00% | −2,238−75.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 718 | $36.0K | 0.00% | +718 | New |
| Ameritas Investment Partners, Inc. | 806 | $40.2K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 831 | $41.5K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 832 | $41.5K | 0.00% | +86+11.5% | Added |
| GWM Advisors LLC | 883 | $44.0K | 0.00% | +209+31.0% | Added |
| Clearstead Advisors, LLC | 922 | $46.0K | 0.00% | +722+361.0% | Added |
| Amalgamated Bank | 1,084 | $54.0K | 0.00% | −252−18.9% | Reduced |
| Aquatic Capital Management LLC | 1,100 | $55.0K | 0.00% | −300−21.4% | Reduced |
| Gladius Capital Management LP | 1,130 | $56.4K | 0.02% | −150−11.7% | Reduced |
| Lazard Asset Management LLC | 1,273 | $63.0K | 0.00% | +1,273 | New |
| Great West Life Assurance Co | 1,312 | $65.0K | 0.00% | +150+12.9% | Added |
| Royal Bank of Canada | 1,382 | $68.0K | 0.00% | +159+13.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,433 | $71.0K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1,620 | $80.8K | 0.00% | +973+150.4% | Added |
| Wells Fargo & Company | 1,939 | $96.8K | 0.00% | +1,673+628.9% | Added |
| State of Wyoming | 2,838 | $141.6K | 0.05% | +793+38.8% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 3,029 | $147.0K | 0.06% | +3,029 | New |
| SG Americas Securities, LLC | 3,593 | $179.0K | 0.00% | +3,593 | New |
| Legal & General Group Plc | 3,859 | $192.5K | 0.00% | +348+9.9% | Added |
| Citigroup Inc | 4,065 | $202.8K | 0.00% | +76+1.9% | Added |
| Voya Investment Management LLC | 4,111 | $205.1K | 0.00% | +4,111 | New |
| Dumont & Blake Investment Advisors LLC | 4,225 | $211.0K | 0.07% | +4,225 | New |
| Rodgers Brothers Inc. | 4,300 | $214.5K | 0.04% | −5,050−54.0% | Reduced |
| ProShare Advisors LLC | 4,487 | $223.9K | 0.00% | +4,487 | New |
| Manufacturers Life Insurance Company, The | 4,579 | $228.4K | 0.00% | +4,579 | New |
| Quantbot Technologies LP | 5,054 | $252.1K | 0.02% | +4,012+385.0% | Added |
| Assenagon Asset Management S.A. | 5,194 | $259.1K | 0.00% | −44,779−89.6% | Reduced |
| American International Group, Inc. | 5,231 | $261.0K | 0.00% | +104+2.0% | Added |
| Barclays PLC | 5,503 | $274.5K | 0.00% | −665−10.8% | Reduced |
| Advisory Research Inc | 5,721 | $285.4K | 0.05% | +5,721 | New |
| MetLife Investment Management | 5,807 | $289.7K | 0.00% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 5,808 | $289.8K | 0.00% | +5,808 | New |
| Kohmann Bosshard Financial Services, LLC | 6,399 | $319.2K | 0.06% | +6,399 | New |
| Price T Rowe Associates Inc | 6,634 | $331.0K | 0.00% | −2,473−27.2% | Reduced |
| Squarepoint Ops LLC | 6,752 | $336.9K | 0.00% | +6,752 | New |
| Petrus Trust Company, LTA | 7,085 | $353.5K | 0.04% | −2,512−26.2% | Reduced |
| New York State Common Retirement Fund | 7,292 | $363.8K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 7,425 | $370.0K | 0.00% | −1,150−13.4% | Reduced |
| Deutsche Bank AG | 8,047 | $401.5K | 0.00% | +1,953+32.0% | Added |
| Two Sigma Investments, LP | 8,600 | $429.1K | 0.00% | +8,600 | New |
| Trexquant Investment LP | 8,730 | $435.5K | 0.01% | −1,865−17.6% | Reduced |
| New York Life Investment Management LLC | 9,685 | $483.2K | 0.01% | −7,394−43.3% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 9,832 | $491.0K | 0.01% | −262−2.6% | Reduced |
| American Century Companies Inc | 10,499 | $512.4K | 0.00% | +10,499 | New |
| Credit Suisse AG | 10,290 | $513.4K | 0.00% | +261+2.6% | Added |
| Public Employees Retirement System of Ohio | 10,594 | $529.0K | 0.00% | −1,414−11.8% | Reduced |
| Cubist Systematic Strategies, LLC | 10,722 | $534.9K | 0.00% | +10,722 | New |
| LPL Financial LLC | 11,241 | $560.8K | 0.00% | +11,241 | New |
| Panagora Asset Management Inc | 11,461 | $571.8K | 0.00% | +11,461 | New |
| UBS Asset Management Americas Inc | 11,704 | $583.9K | 0.00% | +11,704 | New |
| UBS Group AG | 12,015 | $599.4K | 0.00% | −1,948−14.0% | Reduced |
| California State Teachers Retirement System | 12,115 | $604.4K | 0.00% | −185−1.5% | Reduced |
| Walleye Capital LLC | 12,381 | $617.7K | 0.01% | +12,381 | New |
| Ameriprise Financial Inc | 12,822 | $639.7K | 0.00% | +62+0.5% | Added |
| STRS Ohio | 12,900 | $643.0K | 0.00% | −7,200−35.8% | Reduced |
| XTX Topco Ltd | 13,079 | $652.5K | 0.14% | −14,895−53.2% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 14,070 | $702.0K | 0.00% | −8,400−37.4% | Reduced |
| Occudo Quantitative Strategies LP | 14,094 | $703.1K | 0.06% | +14,094 | New |
| Hillsdale Investment Management Inc. | 14,800 | $738.4K | 0.06% | +14,800 | New |
| Susquehanna International Group, LLP | 15,655 | $781.0K | 0.00% | +15,655 | New |
| Renaissance Technologies LLC | 15,800 | $788.0K | 0.00% | +15,800 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 17,403 | $868.2K | 0.00% | +17,403 | New |
| Rhumbline Advisers | 17,420 | $869.0K | 0.00% | +457+2.7% | Added |
| Engineers Gate Manager LP | 18,598 | $927.9K | 0.04% | +18,598 | New |
| State of Wisconsin Investment Board | 18,658 | $930.8K | 0.00% | −6,488−25.8% | Reduced |
| BNP Paribas Arbitrage, SA | 18,745 | $935.2K | 0.00% | +11,482+158.1% | Added |
| Quadrature Capital Ltd | 18,990 | $947.2K | 0.03% | +18,990 | New |
| HRT Financial LP | 19,290 | $962.0K | 0.01% | −9,794−33.7% | Reduced |
| Swiss National Bank | 19,800 | $987.8K | 0.00% | −2,400−10.8% | Reduced |
| AQR Capital Management LLC | 21,025 | $1.05M | 0.00% | −4,070−16.2% | Reduced |
| Keybank National Association | 21,130 | $1.05M | 0.01% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 23,074 | $1.15M | 0.01% | +23,074 | New |
| EAM Investors, LLC | 29,177 | $1.46M | 0.29% | +29,177 | New |
| Raymond James & Associates | 30,278 | $1.51M | 0.00% | +33+0.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 30,644 | $1.53M | 0.00% | +3,063+11.1% | Added |
| Russell Investments Group, Ltd. | 32,289 | $1.61M | 0.00% | −69,450−68.3% | Reduced |
| Nuveen Asset Management, LLC | 32,888 | $1.64M | 0.00% | −4,681−12.5% | Reduced |
| JPMorgan Chase & Co | 33,573 | $1.68M | 0.00% | +9,637+40.3% | Added |
| Bank of America Corp | 34,041 | $1.70M | 0.00% | +2,463+7.8% | Added |