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 |
|---|---|---|---|---|---|
| Millennium Management LLC | 34,135 | $1.70M | 0.00% | −26,809−44.0% | Reduced |
| D. E. Shaw & Co., Inc. | 40,713 | $2.03M | 0.00% | +10,320+34.0% | Added |
| McDonald Partners LLC | 41,011 | $2.05M | 0.66% | +2,015+5.2% | Added |
| Marshall Wace, LLP | 41,384 | $2.06M | 0.01% | +41,384 | New |
| Isthmus Partners, LLC | 41,834 | $2.09M | 0.29% | +3,664+9.6% | Added |
| Johnson Investment Counsel Inc | 43,298 | $2.16M | 0.03% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 55,917 | $2.79M | 0.00% | +32,044+134.2% | Added |
| Gabelli Funds LLC | 56,000 | $2.79M | 0.02% | +9,600+20.7% | Added |
| Curbstone Financial Management Corp | 58,594 | $2.92M | 0.71% | −320−0.5% | Reduced |
| Hunter Associates Investment Management LLC | 69,900 | $3.49M | 0.75% | +5,150+8.0% | Added |
| Fisher Asset Management, LLC | 70,058 | $3.50M | 0.00% | −6,291−8.2% | Reduced |
| Acadian Asset Management LLC | 72,929 | $3.63M | 0.02% | +65,870+933.1% | Added |
| Invesco Ltd. | 73,848 | $3.68M | 0.00% | +30,892+71.9% | Added |
| Charles Schwab Investment Management Inc | 78,042 | $3.89M | 0.00% | −158,386−67.0% | Reduced |
| Morgan Stanley | 99,159 | $4.95M | 0.00% | +36,632+58.6% | Added |
| Northern Trust Corp | 103,800 | $5.18M | 0.00% | −788−0.8% | Reduced |
| Goldman Sachs Group Inc | 112,294 | $5.60M | 0.00% | +2,756+2.5% | Added |
| Citadel Advisors LLC | 112,438 | $5.61M | 0.01% | −26,686−19.2% | Reduced |
| Jacobs Levy Equity Management, Inc | 116,416 | $5.81M | 0.04% | +1,826+1.6% | Added |
| Valueworks LLC | 119,675 | $5.97M | 2.27% | +119,675 | New |
| Bank of New York Mellon Corp | 149,067 | $7.44M | 0.00% | +1,001+0.7% | Added |
| Geode Capital Management, LLC | 205,170 | $10.2M | 0.00% | +15,378+8.1% | Added |
| Fuller & Thaler Asset Management, Inc. | 231,873 | $11.6M | 0.07% | −7,547−3.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 323,285 | $16.1M | 0.04% | +30,175+10.3% | Added |
| State Street Corp | 349,962 | $17.5M | 0.00% | +13,759+4.1% | Added |
| FMR LLC | 369,984 | $18.5M | 0.00% | +90,106+32.2% | Added |
| Dimensional Fund Advisors LP | 580,191 | $28.9M | 0.01% | −58,116−9.1% | Reduced |
| BlackRock Inc. | 848,758 | $42.3M | 0.00% | −22,910−2.6% | Reduced |
| Vanguard Group Inc | 867,314 | $43.3M | 0.00% | +15,788+1.9% | Added |
| Gamco Investors, Inc. Et Al | 1,057,881 | $52.8M | 0.57% | +84,260+8.7% | Added |
| The PNC Financial Services Group, Inc. | 1,410,803 | $70.4M | 0.06% | +1,362,653+2,830.0% | Added |
| Kopernik Global Investors, LLC | 0 | $0 | 0.00% | −333,117−100.0% | Sold out |
| Norges Bank | 0 | $0 | 0.00% | −39,200−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −17,282−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −15,985−100.0% | Sold out |
| Shell Asset Management Co | 0 | $0 | 0.00% | −7,828−100.0% | Sold out |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −3,380−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −1,518−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |