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 |
|---|---|---|---|---|---|
| Column Capital Advisors, LLC | 11 | $490 | 0.00% | −15−57.7% | Reduced |
| Glassman Wealth Services | 20 | $892 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 20 | $892 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 12 | $1.00K | 0.00% | +12 | New |
| Nisa Investment Advisors, LLC | 24 | $1.07K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 31 | $1.38K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 32 | $1.43K | 0.00% | +5+18.5% | Added |
| CWM, LLC | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 50 | $2.23K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 60 | $2.67K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 96 | $4.28K | 0.00% | −38−28.4% | Reduced |
| Beacon Capital Management, LLC | 78 | $4.36K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 100 | $4.46K | 0.00% | +30+42.9% | Added |
| Point72 Asset Management, L.P. | 100 | $4.46K | 0.00% | +100 | New |
| M&R Capital Management Inc | 128 | $5.71K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 138 | $6.15K | 0.00% | +138 | New |
| Whittier Trust Co | 150 | $6.68K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 336 | $15.0K | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 618 | $28.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 700 | $31.0K | 0.00% | +300+75.0% | Added |
| Metropolitan Life Insurance Co | 714 | $31.8K | 0.00% | +146+25.7% | Added |
| DekaBank Deutsche Girozentrale | 747 | $33.0K | 0.00% | +156+26.4% | Added |
| GWM Advisors LLC | 898 | $40.0K | 0.00% | +4+0.4% | Added |
| Clearstead Advisors, LLC | 922 | $41.1K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,071 | $47.7K | 0.00% | +265+32.9% | Added |
| Allspring Global Investments Holdings, LLC | 1,074 | $47.9K | 0.00% | +5+0.5% | Added |
| Tower Research Capital LLC (TRC) | 1,109 | $49.4K | 0.00% | −8,113−88.0% | Reduced |
| Lazard Asset Management LLC | 1,135 | $50.0K | 0.00% | +1,135 | New |
| Itau Unibanco Holding S.A. | 1,129 | $50.3K | 0.00% | −5−0.4% | Reduced |
| Citigroup Inc | 1,319 | $58.8K | 0.00% | −4,739−78.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,433 | $64.0K | 0.00% | 00.0% | Unchanged |
| Amundi | 1,597 | $66.3K | 0.00% | +1,597 | New |
| Amalgamated Bank | 1,623 | $72.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 1,694 | $76.0K | 0.00% | +662+64.1% | Added |
| Quantbot Technologies LP | 1,818 | $81.0K | 0.01% | −993−35.3% | Reduced |
| Comerica Bank | 2,103 | $93.8K | 0.00% | +2,103 | New |
| Wells Fargo & Company | 2,189 | $97.6K | 0.00% | −2,389−52.2% | Reduced |
| Royal Bank of Canada | 2,794 | $125.0K | 0.00% | +709+34.0% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 3,525 | $156.0K | 0.08% | −77−2.1% | Reduced |
| Barclays PLC | 3,599 | $160.4K | 0.00% | −463−11.4% | Reduced |
| Qube Research & Technologies Ltd | 4,388 | $195.6K | 0.00% | +4,388 | New |
| New York State Common Retirement Fund | 4,465 | $199.1K | 0.00% | −19−0.4% | Reduced |
| Voya Investment Management LLC | 4,497 | $200.5K | 0.00% | +76+1.7% | Added |
| Franklin Resources Inc | 4,656 | $207.6K | 0.00% | −500−9.7% | Reduced |
| Bailard, Inc. | 5,100 | $227.4K | 0.01% | +5,100 | New |
| American International Group, Inc. | 5,421 | $241.7K | 0.00% | +193+3.7% | Added |
| Alliancebernstein L.P. | 5,738 | $255.8K | 0.00% | +1,182+25.9% | Added |
| Corton Capital Inc. | 5,768 | $257.1K | 0.13% | +30+0.5% | Added |
| Price T Rowe Associates Inc | 5,775 | $258.0K | 0.00% | +296+5.4% | Added |
| MetLife Investment Management | 5,807 | $258.9K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 5,835 | $260.1K | 0.00% | +5,002+600.5% | Added |
| Deutsche Bank AG | 6,222 | $277.4K | 0.00% | −1,528−19.7% | Reduced |
| Janney Montgomery Scott LLC | 6,425 | $286.0K | 0.00% | −50−0.8% | Reduced |
| XTX Topco Ltd | 6,600 | $294.2K | 0.05% | −1,646−20.0% | Reduced |
| Tudor Investment Corp Et Al | 6,948 | $309.7K | 0.00% | +6,948 | New |
| New York Life Investment Management LLC | 7,137 | $318.2K | 0.00% | −1,124−13.6% | Reduced |
| Legal & General Group Plc | 7,297 | $325.3K | 0.00% | −100−1.4% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 7,346 | $327.5K | 0.06% | +947+14.8% | Added |
| Campbell & CO Investment Adviser LLC | 7,367 | $328.4K | 0.04% | −8,892−54.7% | Reduced |
| NBC Securities, Inc. | 7,500 | $334.0K | 0.04% | +7,500 | New |
| Citadel Advisors LLC | 7,790 | $347.3K | 0.00% | −21,039−73.0% | Reduced |
| UBS Asset Management Americas Inc | 8,210 | $366.0K | 0.00% | −3,494−29.9% | Reduced |
| Occudo Quantitative Strategies LP | 8,665 | $386.3K | 0.05% | −2,054−19.2% | Reduced |
| Advisory Research Inc | 9,046 | $403.3K | 0.06% | −23,969−72.6% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 9,731 | $434.0K | 0.01% | −331−3.3% | Reduced |
| Man Group plc | – | $440.2K | 0.00% | – | New |
| LPL Financial LLC | 9,879 | $440.4K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 10,446 | $465.7K | 0.02% | −1,155−10.0% | Reduced |
| JPMorgan Chase & Co | 10,592 | $472.2K | 0.00% | −10,783−50.4% | Reduced |
| California State Teachers Retirement System | 10,670 | $475.7K | 0.00% | −1,179−10.0% | Reduced |
| Cresset Asset Management, LLC | 10,781 | $480.6K | 0.00% | +884+8.9% | Added |
| Gsa Capital Partners LLP | 11,264 | $502.0K | 0.04% | +11,264 | New |
| Squarepoint Ops LLC | 11,697 | $521.5K | 0.00% | +2,400+25.8% | Added |
| Credit Suisse AG | 11,850 | $528.3K | 0.00% | −459−3.7% | Reduced |
| HRT Financial LP | 12,412 | $553.0K | 0.01% | +12,412 | New |
| ExodusPoint Capital Management, LP | 12,685 | $565.0K | 0.01% | +12,685 | New |
| Putnam Investments LLC | 12,951 | $577.4K | 0.00% | −59,777−82.2% | Reduced |
| STRS Ohio | 13,700 | $610.0K | 0.00% | +2,000+17.1% | Added |
| BNP Paribas Arbitrage, SA | 13,773 | $614.0K | 0.00% | +6,577+91.4% | Added |
| UBS Group AG | 13,941 | $621.5K | 0.00% | +289+2.1% | Added |
| State of Wisconsin Investment Board | 14,141 | $630.4K | 0.00% | +3,101+28.1% | Added |
| SEI Investments Co | 14,216 | $633.7K | 0.00% | −1,175−7.6% | Reduced |
| Rhumbline Advisers | 14,645 | $652.9K | 0.00% | +198+1.4% | Added |
| Susquehanna International Group, LLP | 15,538 | $692.7K | 0.00% | +5,617+56.6% | Added |
| Cubist Systematic Strategies, LLC | 15,562 | $693.8K | 0.01% | +6,676+75.1% | Added |
| Panagora Asset Management Inc | 16,721 | $745.4K | 0.00% | −10,347−38.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 16,782 | $748.1K | 0.00% | −1,172−6.5% | Reduced |
| Quadrature Capital Ltd | 17,156 | $766.0K | 0.02% | +7,523+78.1% | Added |
| AXA S.A. | 17,400 | $775.7K | 0.00% | −2,500−12.6% | Reduced |
| Teacher Retirement System of Texas | 17,446 | $778.0K | 0.01% | +11,901+214.6% | Added |
| Engineers Gate Manager LP | 18,526 | $825.9K | 0.03% | −7,327−28.3% | Reduced |
| Two Sigma Advisers, LP | 18,700 | $833.6K | 0.00% | +18,700 | New |
| American Century Companies Inc | 19,232 | $857.4K | 0.00% | +2,332+13.8% | Added |
| The PNC Financial Services Group, Inc. | 19,475 | $868.2K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 20,279 | $904.0K | 0.00% | −40.0% | Reduced |
| Swiss National Bank | 20,400 | $909.4K | 0.00% | 00.0% | Unchanged |
| Keybank National Association | 20,886 | $931.1K | 0.00% | −67−0.3% | Reduced |
| Cornercap Investment Counsel Inc | 21,235 | $946.7K | 0.17% | +21,235 | New |
| EFG Asset Management (North America) Corp. | 23,054 | $1.03M | 0.24% | +7,767+50.8% | Added |
| Russell Investments Group, Ltd. | 23,500 | $1.05M | 0.00% | −2,518−9.7% | Reduced |