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 |
|---|---|---|---|---|---|
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 26,603 | $1.19M | 0.00% | +1,177+4.6% | Added |
| Nuveen Asset Management, LLC | 32,535 | $1.45M | 0.00% | −353−1.1% | Reduced |
| Bank of America Corp | 35,662 | $1.59M | 0.00% | +7,143+25.0% | Added |
| Renaissance Technologies LLC | 38,100 | $1.70M | 0.00% | +6,400+20.2% | Added |
| Two Sigma Investments, LP | 38,629 | $1.72M | 0.00% | +29,934+344.3% | Added |
| Los Angeles Capital Management LLC | 39,453 | $1.76M | 0.01% | +3,700+10.3% | Added |
| D. E. Shaw & Co., Inc. | 39,989 | $1.78M | 0.00% | +15,183+61.2% | Added |
| Fisher Asset Management, LLC | 41,457 | $1.85M | 0.00% | −4,431−9.7% | Reduced |
| Isthmus Partners, LLC | 41,538 | $1.85M | 0.27% | +648+1.6% | Added |
| Swedbank AB | 45,000 | $2.01M | 0.00% | +45,000 | New |
| Johnson Investment Counsel Inc | 45,298 | $2.02M | 0.03% | +2,000+4.6% | Added |
| Invesco Ltd. | 46,247 | $2.06M | 0.00% | −37,271−44.6% | Reduced |
| McDonald Partners LLC | 47,144 | $2.10M | 0.68% | +7,433+18.7% | Added |
| Gabelli Funds LLC | 55,800 | $2.49M | 0.02% | 00.0% | Unchanged |
| Marshall Wace, LLP | 56,505 | $2.52M | 0.01% | +30,405+116.5% | Added |
| AQR Capital Management LLC | 57,242 | $2.55M | 0.01% | +31,968+126.5% | Added |
| Hunter Associates Investment Management LLC | 63,550 | $2.84M | 0.58% | −600−0.9% | Reduced |
| Assenagon Asset Management S.A. | 66,975 | $2.99M | 0.01% | +25,901+63.1% | Added |
| Prudential Financial Inc | 74,123 | $3.30M | 0.01% | +18,930+34.3% | Added |
| Curbstone Financial Management Corp | 75,616 | $3.37M | 0.83% | +17,022+29.1% | Added |
| Arrowstreet Capital, Limited Partnership | 77,319 | $3.45M | 0.00% | +11,735+17.9% | Added |
| Acadian Asset Management LLC | 77,593 | $3.46M | 0.01% | −29,679−27.7% | Reduced |
| Charles Schwab Investment Management Inc | 82,736 | $3.69M | 0.00% | +3,555+4.5% | Added |
| Federated Hermes, Inc. | 94,780 | $4.23M | 0.01% | −1,499−1.6% | Reduced |
| Goldman Sachs Group Inc | 104,510 | $4.66M | 0.00% | +4,157+4.1% | Added |
| Morgan Stanley | 107,938 | $4.81M | 0.00% | +7,935+7.9% | Added |
| Northern Trust Corp | 112,546 | $5.02M | 0.00% | +2,266+2.1% | Added |
| Bank of New York Mellon Corp | 119,280 | $5.32M | 0.00% | −75,937−38.9% | Reduced |
| ProShare Advisors LLC | 179,310 | $7.99M | 0.02% | +22,917+14.7% | Added |
| Millennium Management LLC | 198,847 | $8.86M | 0.01% | +163,389+460.8% | Added |
| Valueworks LLC | 210,980 | $9.40M | 3.42% | +90,355+74.9% | Added |
| Geode Capital Management, LLC | 215,246 | $9.60M | 0.00% | +9,999+4.9% | Added |
| Fuller & Thaler Asset Management, Inc. | 227,856 | $10.2M | 0.06% | −3,491−1.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 241,785 | $10.8M | 0.02% | −62,492−20.5% | Reduced |
| State Street Corp | 321,681 | $14.3M | 0.00% | −886−0.3% | Reduced |
| Dimensional Fund Advisors LP | 517,189 | $23.1M | 0.01% | −10,444−2.0% | Reduced |
| FMR LLC | 589,093 | $26.3M | 0.00% | +222,340+60.6% | Added |
| BlackRock Inc. | 798,973 | $35.6M | 0.00% | +5,568+0.7% | Added |
| Vanguard Group Inc | 945,578 | $42.2M | 0.00% | +12,747+1.4% | Added |
| Gamco Investors, Inc. Et Al | 1,033,440 | $46.1M | 0.53% | −950−0.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −112,547−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −29,177−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −14,070−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −14,003−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −6,342−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −5,644−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −4,667−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −4,622−100.0% | Sold out |
| Manufacturers Life Insurance Company, The | 0 | $0 | 0.00% | −4,383−100.0% | Sold out |
| Dumont & Blake Investment Advisors LLC | 0 | $0 | 0.00% | −4,225−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −3,741−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −3,207−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −1,171−100.0% | Sold out |
| Hollencrest Capital Management | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −96−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |