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 |
|---|---|---|---|---|---|
| Signaturefd, LLC | 14 | $782 | 0.00% | −22−61.1% | Reduced |
| Glassman Wealth Services | 20 | $1.12K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 20 | $1.12K | 0.00% | +20 | New |
| Nisa Investment Advisors, LLC | 24 | $1.34K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 26 | $1.45K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 26 | $1.45K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 27 | $1.51K | 0.00% | +27 | New |
| Raffa Wealth Management, LLC | 31 | $1.73K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 60 | $3.35K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 50 | $3.39K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 70 | $3.91K | 0.00% | −14,730−99.5% | Reduced |
| Beacon Capital Management, LLC | 78 | $4.36K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 96 | $5.36K | 0.00% | +96 | New |
| M&R Capital Management Inc | 128 | $7.16K | 0.00% | +1+0.8% | Added |
| Parallel Advisors, LLC | 134 | $7.48K | 0.00% | +38+39.6% | Added |
| Whittier Trust Co | 150 | $8.38K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 336 | $18.8K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 400 | $22.0K | 0.00% | −700−63.6% | Reduced |
| Hollencrest Capital Management | 400 | $22.3K | 0.00% | +400 | New |
| Metropolitan Life Insurance Co | 568 | $31.7K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 591 | $34.0K | 0.00% | −156−20.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 618 | $35.0K | 0.00% | −100−13.9% | Reduced |
| Ameritas Investment Partners, Inc. | 806 | $45.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 833 | $46.6K | 0.00% | +1+0.1% | Added |
| GWM Advisors LLC | 894 | $49.9K | 0.00% | +11+1.2% | Added |
| Clearstead Advisors, LLC | 922 | $51.5K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 1,032 | $58.0K | 0.00% | −280−21.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,069 | $59.7K | 0.00% | −551−34.0% | Reduced |
| Itau Unibanco Holding S.A. | 1,134 | $63.3K | 0.00% | +303+36.5% | Added |
| State of Wyoming | 1,171 | $65.4K | 0.02% | −1,667−58.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,433 | $80.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,623 | $91.0K | 0.00% | +539+49.7% | Added |
| Royal Bank of Canada | 2,085 | $117.0K | 0.00% | +703+50.9% | Added |
| Quantbot Technologies LP | 2,811 | $157.0K | 0.01% | −2,243−44.4% | Reduced |
| Point72 Middle East FZE | 3,207 | $179.1K | 0.01% | +3,207 | New |
| Psagot Value Holdings Ltd. / (Israel) | 3,602 | $208.0K | 0.11% | +573+18.9% | Added |
| Janus Henderson Group PLC | 3,741 | $208.7K | 0.00% | +3,741 | New |
| Barclays PLC | 4,062 | $226.8K | 0.00% | −1,441−26.2% | Reduced |
| Dumont & Blake Investment Advisors LLC | 4,225 | $236.0K | 0.08% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 4,383 | $244.7K | 0.00% | −196−4.3% | Reduced |
| Voya Investment Management LLC | 4,421 | $246.9K | 0.00% | +310+7.5% | Added |
| New York State Common Retirement Fund | 4,484 | $250.4K | 0.00% | −2,808−38.5% | Reduced |
| Alliancebernstein L.P. | 4,556 | $254.4K | 0.00% | +4,556 | New |
| Wells Fargo & Company | 4,578 | $255.6K | 0.00% | +2,639+136.1% | Added |
| Ameriprise Financial Inc | 4,622 | $258.1K | 0.00% | −8,200−64.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 4,667 | $261.0K | 0.03% | +4,667 | New |
| Franklin Resources Inc | 5,156 | $287.9K | 0.00% | +5,156 | New |
| American International Group, Inc. | 5,228 | $291.9K | 0.00% | −3−0.1% | Reduced |
| Price T Rowe Associates Inc | 5,479 | $306.0K | 0.00% | −1,155−17.4% | Reduced |
| Teacher Retirement System of Texas | 5,545 | $310.0K | 0.00% | +5,545 | New |
| CWM Advisors, LLC | 5,644 | $315.2K | 0.04% | +5,644 | New |
| Corton Capital Inc. | 5,738 | $320.4K | 0.15% | +5,738 | New |
| MetLife Investment Management | 5,807 | $324.3K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 6,058 | $338.3K | 0.00% | +1,993+49.0% | Added |
| Caxton Associates LP | 6,342 | $354.1K | 0.05% | +6,342 | New |
| Kohmann Bosshard Financial Services, LLC | 6,399 | $357.3K | 0.06% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 6,475 | $362.0K | 0.00% | −950−12.8% | Reduced |
| BNP Paribas Arbitrage, SA | 7,196 | $401.8K | 0.00% | −11,549−61.6% | Reduced |
| Legal & General Group Plc | 7,397 | $413.0K | 0.00% | +3,538+91.7% | Added |
| Deutsche Bank AG | 7,750 | $432.8K | 0.00% | −297−3.7% | Reduced |
| XTX Topco Ltd | 8,246 | $460.5K | 0.08% | −4,833−37.0% | Reduced |
| New York Life Investment Management LLC | 8,261 | $461.3K | 0.00% | −1,424−14.7% | Reduced |
| Two Sigma Investments, LP | 8,695 | $485.5K | 0.00% | +95+1.1% | Added |
| Cubist Systematic Strategies, LLC | 8,886 | $496.2K | 0.01% | −1,836−17.1% | Reduced |
| Tower Research Capital LLC (TRC) | 9,222 | $515.0K | 0.02% | +8,859+2,440.5% | Added |
| Squarepoint Ops LLC | 9,297 | $519.1K | 0.00% | +2,545+37.7% | Added |
| Quadrature Capital Ltd | 9,633 | $537.0K | 0.01% | −9,357−49.3% | Reduced |
| LPL Financial LLC | 9,879 | $551.6K | 0.00% | −1,362−12.1% | Reduced |
| Cresset Asset Management, LLC | 9,897 | $552.7K | 0.00% | +9,897 | New |
| Susquehanna International Group, LLP | 9,921 | $554.0K | 0.00% | −5,734−36.6% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 10,062 | $562.0K | 0.01% | +230+2.3% | Added |
| UBS Asset Management Americas Inc | 11,704 | $583.9K | 0.00% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 10,719 | $598.5K | 0.06% | −3,375−23.9% | Reduced |
| State of Wisconsin Investment Board | 11,040 | $616.5K | 0.00% | −7,618−40.8% | Reduced |
| Jump Financial, LLC | 11,601 | $647.8K | 0.02% | +11,601 | New |
| STRS Ohio | 11,700 | $653.0K | 0.00% | −1,200−9.3% | Reduced |
| California State Teachers Retirement System | 11,849 | $661.6K | 0.00% | −266−2.2% | Reduced |
| Credit Suisse AG | 12,309 | $687.3K | 0.00% | +2,019+19.6% | Added |
| UBS Group AG | 13,652 | $762.3K | 0.00% | +1,637+13.6% | Added |
| Jane Street Group, LLC | 14,003 | $781.9K | 0.00% | +14,003 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 14,070 | $785.7K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 14,447 | $806.7K | 0.00% | −2,973−17.1% | Reduced |
| EFG Asset Management (North America) Corp. | 15,287 | $852.9K | 0.18% | +15,287 | New |
| SEI Investments Co | 15,391 | $859.4K | 0.00% | +15,391 | New |
| Campbell & CO Investment Adviser LLC | 16,259 | $907.9K | 0.16% | +16,259 | New |
| American Century Companies Inc | 16,900 | $943.7K | 0.00% | +6,401+61.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 17,954 | $1.00M | 0.01% | +551+3.2% | Added |
| The PNC Financial Services Group, Inc. | 19,475 | $1.09M | 0.00% | −1,391,328−98.6% | Reduced |
| AXA S.A. | 19,900 | $1.11M | 0.00% | +19,900 | New |
| Raymond James & Associates | 20,283 | $1.13M | 0.00% | −9,995−33.0% | Reduced |
| Swiss National Bank | 20,400 | $1.14M | 0.00% | +600+3.0% | Added |
| Keybank National Association | 20,953 | $1.17M | 0.01% | −177−0.8% | Reduced |
| JPMorgan Chase & Co | 21,375 | $1.19M | 0.00% | −12,198−36.3% | Reduced |
| D. E. Shaw & Co., Inc. | 24,806 | $1.39M | 0.00% | −15,907−39.1% | Reduced |
| AQR Capital Management LLC | 25,274 | $1.41M | 0.00% | +4,249+20.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 25,426 | $1.42M | 0.00% | −5,218−17.0% | Reduced |
| Engineers Gate Manager LP | 25,853 | $1.44M | 0.05% | +7,255+39.0% | Added |
| Russell Investments Group, Ltd. | 26,018 | $1.45M | 0.00% | −6,271−19.4% | Reduced |
| Marshall Wace, LLP | 26,100 | $1.46M | 0.00% | −15,284−36.9% | Reduced |