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 |
|---|---|---|---|---|---|
| Dumont & Blake Investment Advisors LLC | 4,225 | $236.0K | 0.08% | 00.0% | Unchanged |
| Barclays PLC | 4,062 | $226.8K | 0.00% | −1,441−26.2% | Reduced |
| Janus Henderson Group PLC | 3,741 | $208.7K | 0.00% | +3,741 | New |
| Psagot Value Holdings Ltd. / (Israel) | 3,602 | $208.0K | 0.11% | +573+18.9% | Added |
| Point72 Middle East FZE | 3,207 | $179.1K | 0.01% | +3,207 | New |
| Quantbot Technologies LP | 2,811 | $157.0K | 0.01% | −2,243−44.4% | Reduced |
| Royal Bank of Canada | 2,085 | $117.0K | 0.00% | +703+50.9% | Added |
| Amalgamated Bank | 1,623 | $91.0K | 0.00% | +539+49.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,433 | $80.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,171 | $65.4K | 0.02% | −1,667−58.7% | Reduced |
| Itau Unibanco Holding S.A. | 1,134 | $63.3K | 0.00% | +303+36.5% | Added |
| Allspring Global Investments Holdings, LLC | 1,069 | $59.7K | 0.00% | −551−34.0% | Reduced |
| Great West Life Assurance Co | 1,032 | $58.0K | 0.00% | −280−21.3% | Reduced |
| Clearstead Advisors, LLC | 922 | $51.5K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 894 | $49.9K | 0.00% | +11+1.2% | Added |
| Advisor Group Holdings, Inc. | 833 | $46.6K | 0.00% | +1+0.1% | Added |
| Ameritas Investment Partners, Inc. | 806 | $45.0K | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 618 | $35.0K | 0.00% | −100−13.9% | Reduced |
| DekaBank Deutsche Girozentrale | 591 | $34.0K | 0.00% | −156−20.9% | Reduced |
| Metropolitan Life Insurance Co | 568 | $31.7K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 400 | $22.3K | 0.00% | +400 | New |
| Aquatic Capital Management LLC | 400 | $22.0K | 0.00% | −700−63.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 336 | $18.8K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 150 | $8.38K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 134 | $7.48K | 0.00% | +38+39.6% | Added |
| M&R Capital Management Inc | 128 | $7.16K | 0.00% | +1+0.8% | Added |
| Tucker Asset Management LLC | 96 | $5.36K | 0.00% | +96 | New |
| Beacon Capital Management, LLC | 78 | $4.36K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 70 | $3.91K | 0.00% | −14,730−99.5% | Reduced |
| IFP Advisors, Inc | 50 | $3.39K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 60 | $3.35K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 31 | $1.73K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 27 | $1.51K | 0.00% | +27 | New |
| US Bancorp | 26 | $1.45K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 26 | $1.45K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 24 | $1.34K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 20 | $1.12K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 20 | $1.12K | 0.00% | +20 | New |
| Signaturefd, LLC | 14 | $782 | 0.00% | −22−61.1% | 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 |