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, Q3 2023
Institutional positions in Hyster-Yale, Inc. as of Sep 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
- 0 vs. Q2 2023
- Shares held
- 7.95M
- +356.0K (+4.7%) vs. Q2 2023
- Total value
- $355.1M
- −$69.2M (−16.3%) vs. Q2 2023
- New holders
- 17
- 56 more added
- Sold out
- 17
- 47 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Hyster-Yale, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Gamco Investors, Inc. Et Al | 1,033,440 | $46.1M | 0.53% | −950−0.1% | Reduced |
| Vanguard Group Inc | 945,578 | $42.2M | 0.00% | +12,747+1.4% | Added |
| BlackRock Inc. | 798,973 | $35.6M | 0.00% | +5,568+0.7% | Added |
| FMR LLC | 589,093 | $26.3M | 0.00% | +222,340+60.6% | Added |
| Dimensional Fund Advisors LP | 517,189 | $23.1M | 0.01% | −10,444−2.0% | Reduced |
| State Street Corp | 321,681 | $14.3M | 0.00% | −886−0.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 241,785 | $10.8M | 0.02% | −62,492−20.5% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 227,856 | $10.2M | 0.06% | −3,491−1.5% | Reduced |
| Geode Capital Management, LLC | 215,246 | $9.60M | 0.00% | +9,999+4.9% | Added |
| Valueworks LLC | 210,980 | $9.40M | 3.42% | +90,355+74.9% | Added |
| Millennium Management LLC | 198,847 | $8.86M | 0.01% | +163,389+460.8% | Added |
| ProShare Advisors LLC | 179,310 | $7.99M | 0.02% | +22,917+14.7% | Added |
| Bank of New York Mellon Corp | 119,280 | $5.32M | 0.00% | −75,937−38.9% | Reduced |
| Northern Trust Corp | 112,546 | $5.02M | 0.00% | +2,266+2.1% | Added |
| Morgan Stanley | 107,938 | $4.81M | 0.00% | +7,935+7.9% | Added |
| Goldman Sachs Group Inc | 104,510 | $4.66M | 0.00% | +4,157+4.1% | Added |
| Federated Hermes, Inc. | 94,780 | $4.23M | 0.01% | −1,499−1.6% | Reduced |
| Charles Schwab Investment Management Inc | 82,736 | $3.69M | 0.00% | +3,555+4.5% | Added |
| Acadian Asset Management LLC | 77,593 | $3.46M | 0.01% | −29,679−27.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 77,319 | $3.45M | 0.00% | +11,735+17.9% | Added |
| Curbstone Financial Management Corp | 75,616 | $3.37M | 0.83% | +17,022+29.1% | Added |
| Prudential Financial Inc | 74,123 | $3.30M | 0.01% | +18,930+34.3% | Added |
| Assenagon Asset Management S.A. | 66,975 | $2.99M | 0.01% | +25,901+63.1% | Added |
| Hunter Associates Investment Management LLC | 63,550 | $2.84M | 0.58% | −600−0.9% | Reduced |
| AQR Capital Management LLC | 57,242 | $2.55M | 0.01% | +31,968+126.5% | Added |
| Marshall Wace, LLP | 56,505 | $2.52M | 0.01% | +30,405+116.5% | Added |
| Gabelli Funds LLC | 55,800 | $2.49M | 0.02% | 00.0% | Unchanged |
| McDonald Partners LLC | 47,144 | $2.10M | 0.68% | +7,433+18.7% | Added |
| Invesco Ltd. | 46,247 | $2.06M | 0.00% | −37,271−44.6% | Reduced |
| Johnson Investment Counsel Inc | 45,298 | $2.02M | 0.03% | +2,000+4.6% | Added |
| Swedbank AB | 45,000 | $2.01M | 0.00% | +45,000 | New |
| Isthmus Partners, LLC | 41,538 | $1.85M | 0.27% | +648+1.6% | Added |
| Fisher Asset Management, LLC | 41,457 | $1.85M | 0.00% | −4,431−9.7% | Reduced |
| D. E. Shaw & Co., Inc. | 39,989 | $1.78M | 0.00% | +15,183+61.2% | Added |
| Los Angeles Capital Management LLC | 39,453 | $1.76M | 0.01% | +3,700+10.3% | Added |
| Two Sigma Investments, LP | 38,629 | $1.72M | 0.00% | +29,934+344.3% | Added |
| Renaissance Technologies LLC | 38,100 | $1.70M | 0.00% | +6,400+20.2% | Added |
| Bank of America Corp | 35,662 | $1.59M | 0.00% | +7,143+25.0% | Added |
| Nuveen Asset Management, LLC | 32,535 | $1.45M | 0.00% | −353−1.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 26,603 | $1.19M | 0.00% | +1,177+4.6% | Added |
| Russell Investments Group, Ltd. | 23,500 | $1.05M | 0.00% | −2,518−9.7% | Reduced |
| EFG Asset Management (North America) Corp. | 23,054 | $1.03M | 0.24% | +7,767+50.8% | Added |
| Cornercap Investment Counsel Inc | 21,235 | $946.7K | 0.17% | +21,235 | New |
| Keybank National Association | 20,886 | $931.1K | 0.00% | −67−0.3% | Reduced |
| Swiss National Bank | 20,400 | $909.4K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 20,279 | $904.0K | 0.00% | −40.0% | Reduced |
| The PNC Financial Services Group, Inc. | 19,475 | $868.2K | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 19,232 | $857.4K | 0.00% | +2,332+13.8% | Added |
| Two Sigma Advisers, LP | 18,700 | $833.6K | 0.00% | +18,700 | New |
| Engineers Gate Manager LP | 18,526 | $825.9K | 0.03% | −7,327−28.3% | Reduced |
| Teacher Retirement System of Texas | 17,446 | $778.0K | 0.01% | +11,901+214.6% | Added |
| AXA S.A. | 17,400 | $775.7K | 0.00% | −2,500−12.6% | Reduced |
| Quadrature Capital Ltd | 17,156 | $766.0K | 0.02% | +7,523+78.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 16,782 | $748.1K | 0.00% | −1,172−6.5% | Reduced |
| Panagora Asset Management Inc | 16,721 | $745.4K | 0.00% | −10,347−38.2% | Reduced |
| Cubist Systematic Strategies, LLC | 15,562 | $693.8K | 0.01% | +6,676+75.1% | Added |
| Susquehanna International Group, LLP | 15,538 | $692.7K | 0.00% | +5,617+56.6% | Added |
| Rhumbline Advisers | 14,645 | $652.9K | 0.00% | +198+1.4% | Added |
| SEI Investments Co | 14,216 | $633.7K | 0.00% | −1,175−7.6% | Reduced |
| State of Wisconsin Investment Board | 14,141 | $630.4K | 0.00% | +3,101+28.1% | Added |
| UBS Group AG | 13,941 | $621.5K | 0.00% | +289+2.1% | Added |
| BNP Paribas Arbitrage, SA | 13,773 | $614.0K | 0.00% | +6,577+91.4% | Added |
| STRS Ohio | 13,700 | $610.0K | 0.00% | +2,000+17.1% | Added |
| Putnam Investments LLC | 12,951 | $577.4K | 0.00% | −59,777−82.2% | Reduced |
| ExodusPoint Capital Management, LP | 12,685 | $565.0K | 0.01% | +12,685 | New |
| HRT Financial LP | 12,412 | $553.0K | 0.01% | +12,412 | New |
| Credit Suisse AG | 11,850 | $528.3K | 0.00% | −459−3.7% | Reduced |
| Squarepoint Ops LLC | 11,697 | $521.5K | 0.00% | +2,400+25.8% | Added |
| Gsa Capital Partners LLP | 11,264 | $502.0K | 0.04% | +11,264 | New |
| Cresset Asset Management, LLC | 10,781 | $480.6K | 0.00% | +884+8.9% | Added |
| California State Teachers Retirement System | 10,670 | $475.7K | 0.00% | −1,179−10.0% | Reduced |
| JPMorgan Chase & Co | 10,592 | $472.2K | 0.00% | −10,783−50.4% | Reduced |
| Jump Financial, LLC | 10,446 | $465.7K | 0.02% | −1,155−10.0% | Reduced |
| LPL Financial LLC | 9,879 | $440.4K | 0.00% | 00.0% | Unchanged |
| Man Group plc | – | $440.2K | 0.00% | – | New |
| Harel Insurance Investments & Financial Services Ltd. | 9,731 | $434.0K | 0.01% | −331−3.3% | Reduced |
| Advisory Research Inc | 9,046 | $403.3K | 0.06% | −23,969−72.6% | Reduced |
| Occudo Quantitative Strategies LP | 8,665 | $386.3K | 0.05% | −2,054−19.2% | Reduced |
| UBS Asset Management Americas Inc | 8,210 | $366.0K | 0.00% | −3,494−29.9% | Reduced |
| Citadel Advisors LLC | 7,790 | $347.3K | 0.00% | −21,039−73.0% | Reduced |
| NBC Securities, Inc. | 7,500 | $334.0K | 0.04% | +7,500 | New |
| Campbell & CO Investment Adviser LLC | 7,367 | $328.4K | 0.04% | −8,892−54.7% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 7,346 | $327.5K | 0.06% | +947+14.8% | Added |
| Legal & General Group Plc | 7,297 | $325.3K | 0.00% | −100−1.4% | Reduced |
| New York Life Investment Management LLC | 7,137 | $318.2K | 0.00% | −1,124−13.6% | Reduced |
| Tudor Investment Corp Et Al | 6,948 | $309.7K | 0.00% | +6,948 | New |
| XTX Topco Ltd | 6,600 | $294.2K | 0.05% | −1,646−20.0% | Reduced |
| Janney Montgomery Scott LLC | 6,425 | $286.0K | 0.00% | −50−0.8% | Reduced |
| Deutsche Bank AG | 6,222 | $277.4K | 0.00% | −1,528−19.7% | Reduced |
| Advisor Group Holdings, Inc. | 5,835 | $260.1K | 0.00% | +5,002+600.5% | Added |
| MetLife Investment Management | 5,807 | $258.9K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 5,775 | $258.0K | 0.00% | +296+5.4% | Added |
| Corton Capital Inc. | 5,768 | $257.1K | 0.13% | +30+0.5% | Added |
| Alliancebernstein L.P. | 5,738 | $255.8K | 0.00% | +1,182+25.9% | Added |
| American International Group, Inc. | 5,421 | $241.7K | 0.00% | +193+3.7% | Added |
| Bailard, Inc. | 5,100 | $227.4K | 0.01% | +5,100 | New |
| Franklin Resources Inc | 4,656 | $207.6K | 0.00% | −500−9.7% | Reduced |
| Voya Investment Management LLC | 4,497 | $200.5K | 0.00% | +76+1.7% | Added |
| New York State Common Retirement Fund | 4,465 | $199.1K | 0.00% | −19−0.4% | Reduced |
| Qube Research & Technologies Ltd | 4,388 | $195.6K | 0.00% | +4,388 | New |