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 |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 1,273 | $63.0K | 0.00% | +1,273 | New |
| Gladius Capital Management LP | 1,130 | $56.4K | 0.02% | −150−11.7% | Reduced |
| Aquatic Capital Management LLC | 1,100 | $55.0K | 0.00% | −300−21.4% | Reduced |
| Amalgamated Bank | 1,084 | $54.0K | 0.00% | −252−18.9% | Reduced |
| Clearstead Advisors, LLC | 922 | $46.0K | 0.00% | +722+361.0% | Added |
| GWM Advisors LLC | 883 | $44.0K | 0.00% | +209+31.0% | Added |
| Advisor Group Holdings, Inc. | 832 | $41.5K | 0.00% | +86+11.5% | Added |
| Itau Unibanco Holding S.A. | 831 | $41.5K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 806 | $40.2K | 0.00% | 00.0% | Unchanged |
| 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 |
| Metropolitan Life Insurance Co | 568 | $28.3K | 0.00% | −135−19.2% | Reduced |
| First Manhattan Co | 400 | $20.0K | 0.00% | +400 | New |
| Tower Research Capital LLC (TRC) | 363 | $18.0K | 0.00% | −293−44.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 336 | $16.8K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 234 | $11.7K | 0.00% | +234 | New |
| Whittier Trust Co | 150 | $7.48K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 127 | $6.37K | 0.00% | +77+154.0% | Added |
| Parallel Advisors, LLC | 96 | $4.79K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 78 | $3.89K | 0.00% | −19−19.6% | Reduced |
| IFP Advisors, Inc | 50 | $3.39K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 103 | $3.00K | 0.00% | +5+5.1% | Added |
| Concord Wealth Partners | 60 | $2.99K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 36 | $1.80K | 0.00% | +36 | New |
| Raffa Wealth Management, LLC | 31 | $1.55K | 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 |
| Nisa Investment Advisors, LLC | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 20 | $998 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 10 | $499 | 0.00% | +10 | New |
| 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 |