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, Q2 2023
Institutional positions in Hyster-Yale, Inc. as of Jun 30, 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
- 140
- +9 vs. Q1 2023
- Shares held
- 7.60M
- −1.09M (−12.5%) vs. Q1 2023
- Total value
- $424.3M
- −$8.92M (−2.1%) vs. Q1 2023
- New holders
- 22
- 41 more added
- Sold out
- 13
- 53 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Hyster-Yale, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Gamco Investors, Inc. Et Al | 1,034,390 | $57.8M | 0.61% | −23,491−2.2% | Reduced |
| Vanguard Group Inc | 932,831 | $52.1M | 0.00% | +65,517+7.6% | Added |
| BlackRock Inc. | 793,405 | $44.3M | 0.00% | −55,353−6.5% | Reduced |
| Dimensional Fund Advisors LP | 527,633 | $29.5M | 0.01% | −52,558−9.1% | Reduced |
| FMR LLC | 366,753 | $20.5M | 0.00% | −3,231−0.9% | Reduced |
| State Street Corp | 322,567 | $18.0M | 0.00% | −27,395−7.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 304,277 | $17.0M | 0.04% | −19,008−5.9% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 231,347 | $12.9M | 0.07% | −526−0.2% | Reduced |
| Geode Capital Management, LLC | 205,247 | $11.5M | 0.00% | +770.0% | Added |
| Bank of New York Mellon Corp | 195,217 | $10.9M | 0.00% | +46,150+31.0% | Added |
| ProShare Advisors LLC | 156,393 | $8.73M | 0.03% | +151,906+3,385.5% | Added |
| Valueworks LLC | 120,625 | $6.74M | 2.44% | +950+0.8% | Added |
| Jacobs Levy Equity Management, Inc | 112,547 | $6.28M | 0.04% | −3,869−3.3% | Reduced |
| Northern Trust Corp | 110,280 | $6.16M | 0.00% | +6,480+6.2% | Added |
| Acadian Asset Management LLC | 107,272 | $5.99M | 0.02% | +34,343+47.1% | Added |
| Goldman Sachs Group Inc | 100,353 | $5.60M | 0.00% | −11,941−10.6% | Reduced |
| Morgan Stanley | 100,003 | $5.58M | 0.00% | +844+0.9% | Added |
| Federated Hermes, Inc. | 96,279 | $5.38M | 0.01% | +96,045+41,044.9% | Added |
| Invesco Ltd. | 83,518 | $4.66M | 0.00% | +9,670+13.1% | Added |
| Charles Schwab Investment Management Inc | 79,181 | $4.42M | 0.00% | +1,139+1.5% | Added |
| Putnam Investments LLC | 72,728 | $4.06M | 0.01% | +72,728 | New |
| Arrowstreet Capital, Limited Partnership | 65,584 | $3.66M | 0.00% | +9,667+17.3% | Added |
| Hunter Associates Investment Management LLC | 64,150 | $3.59M | 0.70% | −5,750−8.2% | Reduced |
| Curbstone Financial Management Corp | 58,594 | $3.27M | 0.78% | 00.0% | Unchanged |
| Gabelli Funds LLC | 55,800 | $3.12M | 0.02% | −200−0.4% | Reduced |
| Prudential Financial Inc | 55,193 | $3.08M | 0.00% | +55,193 | New |
| Fisher Asset Management, LLC | 45,888 | $2.56M | 0.00% | −24,170−34.5% | Reduced |
| Johnson Investment Counsel Inc | 43,298 | $2.42M | 0.03% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 41,074 | $2.29M | 0.01% | +35,880+690.8% | Added |
| Isthmus Partners, LLC | 40,890 | $2.28M | 0.31% | −944−2.3% | Reduced |
| McDonald Partners LLC | 39,711 | $2.22M | 0.68% | −1,300−3.2% | Reduced |
| Los Angeles Capital Management LLC | 35,753 | $2.00M | 0.01% | +12,679+54.9% | Added |
| Millennium Management LLC | 35,458 | $1.98M | 0.00% | +1,323+3.9% | Added |
| Advisory Research Inc | 33,015 | $1.84M | 0.24% | +27,294+477.1% | Added |
| Nuveen Asset Management, LLC | 32,888 | $1.84M | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 31,700 | $1.77M | 0.00% | +15,900+100.6% | Added |
| EAM Investors, LLC | 29,177 | $1.63M | 0.30% | 00.0% | Unchanged |
| Citadel Advisors LLC | 28,829 | $1.61M | 0.00% | −83,609−74.4% | Reduced |
| Bank of America Corp | 28,519 | $1.59M | 0.00% | −5,522−16.2% | Reduced |
| Panagora Asset Management Inc | 27,068 | $1.51M | 0.01% | +15,607+136.2% | Added |
| Marshall Wace, LLP | 26,100 | $1.46M | 0.00% | −15,284−36.9% | Reduced |
| Russell Investments Group, Ltd. | 26,018 | $1.45M | 0.00% | −6,271−19.4% | Reduced |
| Engineers Gate Manager LP | 25,853 | $1.44M | 0.05% | +7,255+39.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 25,426 | $1.42M | 0.00% | −5,218−17.0% | Reduced |
| AQR Capital Management LLC | 25,274 | $1.41M | 0.00% | +4,249+20.2% | Added |
| D. E. Shaw & Co., Inc. | 24,806 | $1.39M | 0.00% | −15,907−39.1% | Reduced |
| JPMorgan Chase & Co | 21,375 | $1.19M | 0.00% | −12,198−36.3% | Reduced |
| Keybank National Association | 20,953 | $1.17M | 0.01% | −177−0.8% | Reduced |
| Swiss National Bank | 20,400 | $1.14M | 0.00% | +600+3.0% | Added |
| Raymond James & Associates | 20,283 | $1.13M | 0.00% | −9,995−33.0% | Reduced |
| AXA S.A. | 19,900 | $1.11M | 0.00% | +19,900 | New |
| The PNC Financial Services Group, Inc. | 19,475 | $1.09M | 0.00% | −1,391,328−98.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 17,954 | $1.00M | 0.01% | +551+3.2% | Added |
| American Century Companies Inc | 16,900 | $943.7K | 0.00% | +6,401+61.0% | Added |
| Campbell & CO Investment Adviser LLC | 16,259 | $907.9K | 0.16% | +16,259 | New |
| SEI Investments Co | 15,391 | $859.4K | 0.00% | +15,391 | New |
| EFG Asset Management (North America) Corp. | 15,287 | $852.9K | 0.18% | +15,287 | New |
| Rhumbline Advisers | 14,447 | $806.7K | 0.00% | −2,973−17.1% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 14,070 | $785.7K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 14,003 | $781.9K | 0.00% | +14,003 | New |
| UBS Group AG | 13,652 | $762.3K | 0.00% | +1,637+13.6% | Added |
| Credit Suisse AG | 12,309 | $687.3K | 0.00% | +2,019+19.6% | Added |
| California State Teachers Retirement System | 11,849 | $661.6K | 0.00% | −266−2.2% | Reduced |
| STRS Ohio | 11,700 | $653.0K | 0.00% | −1,200−9.3% | Reduced |
| Jump Financial, LLC | 11,601 | $647.8K | 0.02% | +11,601 | New |
| State of Wisconsin Investment Board | 11,040 | $616.5K | 0.00% | −7,618−40.8% | Reduced |
| Occudo Quantitative Strategies LP | 10,719 | $598.5K | 0.06% | −3,375−23.9% | Reduced |
| UBS Asset Management Americas Inc | 11,704 | $583.9K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 10,062 | $562.0K | 0.01% | +230+2.3% | Added |
| Susquehanna International Group, LLP | 9,921 | $554.0K | 0.00% | −5,734−36.6% | Reduced |
| Cresset Asset Management, LLC | 9,897 | $552.7K | 0.00% | +9,897 | New |
| LPL Financial LLC | 9,879 | $551.6K | 0.00% | −1,362−12.1% | Reduced |
| Quadrature Capital Ltd | 9,633 | $537.0K | 0.01% | −9,357−49.3% | Reduced |
| Squarepoint Ops LLC | 9,297 | $519.1K | 0.00% | +2,545+37.7% | Added |
| Tower Research Capital LLC (TRC) | 9,222 | $515.0K | 0.02% | +8,859+2,440.5% | Added |
| Cubist Systematic Strategies, LLC | 8,886 | $496.2K | 0.01% | −1,836−17.1% | Reduced |
| Two Sigma Investments, LP | 8,695 | $485.5K | 0.00% | +95+1.1% | Added |
| New York Life Investment Management LLC | 8,261 | $461.3K | 0.00% | −1,424−14.7% | Reduced |
| XTX Topco Ltd | 8,246 | $460.5K | 0.08% | −4,833−37.0% | Reduced |
| Deutsche Bank AG | 7,750 | $432.8K | 0.00% | −297−3.7% | Reduced |
| Legal & General Group Plc | 7,397 | $413.0K | 0.00% | +3,538+91.7% | Added |
| BNP Paribas Arbitrage, SA | 7,196 | $401.8K | 0.00% | −11,549−61.6% | Reduced |
| Janney Montgomery Scott LLC | 6,475 | $362.0K | 0.00% | −950−12.8% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 6,399 | $357.3K | 0.06% | 00.0% | Unchanged |
| Caxton Associates LP | 6,342 | $354.1K | 0.05% | +6,342 | New |
| Citigroup Inc | 6,058 | $338.3K | 0.00% | +1,993+49.0% | Added |
| MetLife Investment Management | 5,807 | $324.3K | 0.00% | 00.0% | Unchanged |
| Corton Capital Inc. | 5,738 | $320.4K | 0.15% | +5,738 | New |
| CWM Advisors, LLC | 5,644 | $315.2K | 0.04% | +5,644 | New |
| Teacher Retirement System of Texas | 5,545 | $310.0K | 0.00% | +5,545 | New |
| Price T Rowe Associates Inc | 5,479 | $306.0K | 0.00% | −1,155−17.4% | Reduced |
| American International Group, Inc. | 5,228 | $291.9K | 0.00% | −3−0.1% | Reduced |
| Franklin Resources Inc | 5,156 | $287.9K | 0.00% | +5,156 | New |
| Dynamic Technology Lab Private Ltd | 4,667 | $261.0K | 0.03% | +4,667 | New |
| Ameriprise Financial Inc | 4,622 | $258.1K | 0.00% | −8,200−64.0% | Reduced |
| Wells Fargo & Company | 4,578 | $255.6K | 0.00% | +2,639+136.1% | Added |
| Alliancebernstein L.P. | 4,556 | $254.4K | 0.00% | +4,556 | New |
| New York State Common Retirement Fund | 4,484 | $250.4K | 0.00% | −2,808−38.5% | Reduced |
| Voya Investment Management LLC | 4,421 | $246.9K | 0.00% | +310+7.5% | Added |
| Manufacturers Life Insurance Company, The | 4,383 | $244.7K | 0.00% | −196−4.3% | Reduced |