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 |
|---|---|---|---|---|---|
| Panagora Asset Management Inc | 27,068 | $1.51M | 0.01% | +15,607+136.2% | Added |
| Bank of America Corp | 28,519 | $1.59M | 0.00% | −5,522−16.2% | Reduced |
| Citadel Advisors LLC | 28,829 | $1.61M | 0.00% | −83,609−74.4% | Reduced |
| EAM Investors, LLC | 29,177 | $1.63M | 0.30% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 31,700 | $1.77M | 0.00% | +15,900+100.6% | Added |
| Nuveen Asset Management, LLC | 32,888 | $1.84M | 0.00% | 00.0% | Unchanged |
| Advisory Research Inc | 33,015 | $1.84M | 0.24% | +27,294+477.1% | Added |
| Millennium Management LLC | 35,458 | $1.98M | 0.00% | +1,323+3.9% | Added |
| Los Angeles Capital Management LLC | 35,753 | $2.00M | 0.01% | +12,679+54.9% | Added |
| McDonald Partners LLC | 39,711 | $2.22M | 0.68% | −1,300−3.2% | Reduced |
| Isthmus Partners, LLC | 40,890 | $2.28M | 0.31% | −944−2.3% | Reduced |
| Assenagon Asset Management S.A. | 41,074 | $2.29M | 0.01% | +35,880+690.8% | Added |
| Johnson Investment Counsel Inc | 43,298 | $2.42M | 0.03% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 45,888 | $2.56M | 0.00% | −24,170−34.5% | Reduced |
| Prudential Financial Inc | 55,193 | $3.08M | 0.00% | +55,193 | New |
| Gabelli Funds LLC | 55,800 | $3.12M | 0.02% | −200−0.4% | Reduced |
| Curbstone Financial Management Corp | 58,594 | $3.27M | 0.78% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 64,150 | $3.59M | 0.70% | −5,750−8.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 65,584 | $3.66M | 0.00% | +9,667+17.3% | Added |
| Putnam Investments LLC | 72,728 | $4.06M | 0.01% | +72,728 | New |
| Charles Schwab Investment Management Inc | 79,181 | $4.42M | 0.00% | +1,139+1.5% | Added |
| Invesco Ltd. | 83,518 | $4.66M | 0.00% | +9,670+13.1% | Added |
| Federated Hermes, Inc. | 96,279 | $5.38M | 0.01% | +96,045+41,044.9% | Added |
| Morgan Stanley | 100,003 | $5.58M | 0.00% | +844+0.9% | Added |
| Goldman Sachs Group Inc | 100,353 | $5.60M | 0.00% | −11,941−10.6% | Reduced |
| Acadian Asset Management LLC | 107,272 | $5.99M | 0.02% | +34,343+47.1% | Added |
| Northern Trust Corp | 110,280 | $6.16M | 0.00% | +6,480+6.2% | Added |
| Jacobs Levy Equity Management, Inc | 112,547 | $6.28M | 0.04% | −3,869−3.3% | Reduced |
| Valueworks LLC | 120,625 | $6.74M | 2.44% | +950+0.8% | Added |
| ProShare Advisors LLC | 156,393 | $8.73M | 0.03% | +151,906+3,385.5% | Added |
| Bank of New York Mellon Corp | 195,217 | $10.9M | 0.00% | +46,150+31.0% | Added |
| Geode Capital Management, LLC | 205,247 | $11.5M | 0.00% | +770.0% | Added |
| Fuller & Thaler Asset Management, Inc. | 231,347 | $12.9M | 0.07% | −526−0.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 304,277 | $17.0M | 0.04% | −19,008−5.9% | Reduced |
| State Street Corp | 322,567 | $18.0M | 0.00% | −27,395−7.8% | Reduced |
| FMR LLC | 366,753 | $20.5M | 0.00% | −3,231−0.9% | Reduced |
| Dimensional Fund Advisors LP | 527,633 | $29.5M | 0.01% | −52,558−9.1% | Reduced |
| BlackRock Inc. | 793,405 | $44.3M | 0.00% | −55,353−6.5% | Reduced |
| Vanguard Group Inc | 932,831 | $52.1M | 0.00% | +65,517+7.6% | Added |
| Gamco Investors, Inc. Et Al | 1,034,390 | $57.8M | 0.61% | −23,491−2.2% | Reduced |
| HRT Financial LP | 0 | $0 | 0.00% | −19,290−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −12,381−100.0% | Sold out |
| Public Employees Retirement System of Ohio | 0 | $0 | 0.00% | −10,594−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −8,730−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −7,085−100.0% | Sold out |
| Rafferty Asset Management, LLC | 0 | $0 | 0.00% | −5,808−100.0% | Sold out |
| Rodgers Brothers Inc. | 0 | $0 | 0.00% | −4,300−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −3,593−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −1,273−100.0% | Sold out |
| Gladius Capital Management LP | 0 | $0 | 0.00% | −1,130−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −103−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |