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, Q4 2023
Institutional positions in Hyster-Yale, Inc. as of Dec 31, 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
- 165
- +26 vs. Q3 2023
- Shares held
- 8.19M
- +234.9K (+3.0%) vs. Q3 2023
- Total value
- $509.3M
- +$154.2M (+43.4%) vs. Q3 2023
- New holders
- 33
- 60 more added
- Sold out
- 7
- 49 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Hyster-Yale, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 1,099,528 | $68.4M | 0.00% | +153,950+16.3% | Added |
| Gamco Investors, Inc. Et Al | 1,028,635 | $64.0M | 0.68% | −4,805−0.5% | Reduced |
| BlackRock Inc. | 865,393 | $53.8M | 0.00% | +66,420+8.3% | Added |
| Dimensional Fund Advisors LP | 502,261 | $31.2M | 0.01% | −14,928−2.9% | Reduced |
| State Street Corp | 264,500 | $16.4M | 0.00% | −57,181−17.8% | Reduced |
| Geode Capital Management, LLC | 232,542 | $14.5M | 0.00% | +17,296+8.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 221,990 | $13.8M | 0.03% | −19,795−8.2% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 220,655 | $13.7M | 0.07% | −7,201−3.2% | Reduced |
| Valueworks LLC | 209,480 | $13.0M | 4.42% | −1,500−0.7% | Reduced |
| FMR LLC | 199,165 | $12.4M | 0.00% | −389,928−66.2% | Reduced |
| Morgan Stanley | 180,360 | $11.2M | 0.00% | +72,422+67.1% | Added |
| ProShare Advisors LLC | 158,217 | $9.84M | 0.03% | −21,093−11.8% | Reduced |
| Federated Hermes, Inc. | 131,538 | $8.18M | 0.02% | +36,758+38.8% | Added |
| Assenagon Asset Management S.A. | 124,733 | $7.76M | 0.02% | +57,758+86.2% | Added |
| Northern Trust Corp | 112,967 | $7.03M | 0.00% | +421+0.4% | Added |
| Bank of New York Mellon Corp | 111,003 | $6.90M | 0.00% | −8,277−6.9% | Reduced |
| Goldman Sachs Group Inc | 110,566 | $6.88M | 0.00% | +6,056+5.8% | Added |
| Millennium Management LLC | 99,666 | $6.20M | 0.01% | −99,181−49.9% | Reduced |
| Invesco Ltd. | 97,389 | $6.06M | 0.00% | +51,142+110.6% | Added |
| Hillsdale Investment Management Inc. | 92,250 | $5.74M | 0.47% | +92,150+92,150.0% | Added |
| Arrowstreet Capital, Limited Partnership | 91,372 | $5.68M | 0.01% | +14,053+18.2% | Added |
| Charles Schwab Investment Management Inc | 85,889 | $5.34M | 0.00% | +3,153+3.8% | Added |
| Acadian Asset Management LLC | 76,145 | $4.73M | 0.02% | −1,448−1.9% | Reduced |
| Curbstone Financial Management Corp | 75,616 | $4.70M | 1.07% | 00.0% | Unchanged |
| Swedbank AB | 73,000 | $4.54M | 0.01% | +28,000+62.2% | Added |
| Prudential Financial Inc | 65,893 | $4.10M | 0.01% | −8,230−11.1% | Reduced |
| AQR Capital Management LLC | 64,043 | $3.98M | 0.01% | +6,801+11.9% | Added |
| Hunter Associates Investment Management LLC | 59,100 | $3.67M | 0.67% | −4,450−7.0% | Reduced |
| Gabelli Funds LLC | 55,800 | $3.47M | 0.03% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 51,885 | $3.23M | 0.00% | +13,785+36.2% | Added |
| McDonald Partners LLC | 46,942 | $2.92M | 0.87% | −202−0.4% | Reduced |
| Johnson Investment Counsel Inc | 44,603 | $2.77M | 0.03% | −695−1.5% | Reduced |
| Isthmus Partners, LLC | 43,447 | $2.70M | 0.35% | +1,909+4.6% | Added |
| Nuveen Asset Management, LLC | 42,387 | $2.64M | 0.00% | +9,852+30.3% | Added |
| Two Sigma Investments, LP | 42,239 | $2.63M | 0.01% | +3,610+9.3% | Added |
| Bank of America Corp | 40,362 | $2.51M | 0.00% | +4,700+13.2% | Added |
| Fisher Asset Management, LLC | 40,175 | $2.50M | 0.00% | −1,282−3.1% | Reduced |
| Los Angeles Capital Management LLC | 39,283 | $2.44M | 0.01% | −170−0.4% | Reduced |
| Two Sigma Advisers, LP | 33,900 | $2.11M | 0.00% | +15,200+81.3% | Added |
| Jacobs Levy Equity Management, Inc | 33,140 | $2.06M | 0.01% | +33,140 | New |
| Citadel Advisors LLC | 30,419 | $1.89M | 0.00% | +22,629+290.5% | Added |
| Barclays PLC | 30,351 | $1.89M | 0.00% | +26,752+743.3% | Added |
| D. E. Shaw & Co., Inc. | 30,323 | $1.89M | 0.00% | −9,666−24.2% | Reduced |
| EFG Asset Management (North America) Corp. | 29,350 | $1.83M | 0.35% | +6,296+27.3% | Added |
| Campbell & CO Investment Adviser LLC | 27,824 | $1.73M | 0.16% | +20,457+277.7% | Added |
| Susquehanna International Group, LLP | 27,680 | $1.72M | 0.00% | +12,142+78.1% | Added |
| Marshall Wace, LLP | 25,864 | $1.61M | 0.00% | −30,641−54.2% | Reduced |
| JPMorgan Chase & Co | 23,618 | $1.47M | 0.00% | +13,026+123.0% | Added |
| Panagora Asset Management Inc | 23,158 | $1.44M | 0.01% | +6,437+38.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 22,643 | $1.40M | 0.00% | −3,960−14.9% | Reduced |
| UBS Group AG | 22,402 | $1.39M | 0.00% | +8,461+60.7% | Added |
| Squarepoint Ops LLC | 22,119 | $1.38M | 0.01% | +10,422+89.1% | Added |
| Russell Investments Group, Ltd. | 21,632 | $1.35M | 0.00% | −1,868−7.9% | Reduced |
| Cornercap Investment Counsel Inc | 21,398 | $1.33M | 0.22% | +163+0.8% | Added |
| Keybank National Association | 20,886 | $1.30M | 0.01% | 00.0% | Unchanged |
| Raymond James & Associates | 20,257 | $1.26M | 0.00% | −22−0.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 19,816 | $1.23M | 0.01% | +3,034+18.1% | Added |
| The PNC Financial Services Group, Inc. | 19,475 | $1.21M | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 19,159 | $1.19M | 0.00% | +5,386+39.1% | Added |
| Quadrature Capital Ltd | 17,911 | $1.11M | 0.02% | +755+4.4% | Added |
| Swiss National Bank | 17,200 | $1.07M | 0.00% | −3,200−15.7% | Reduced |
| SEI Investments Co | 17,109 | $1.06M | 0.00% | +2,893+20.4% | Added |
| Petrus Trust Company, LTA | 16,022 | $996.4K | 0.09% | +16,022 | New |
| AXA S.A. | 15,600 | $970.2K | 0.00% | −1,800−10.3% | Reduced |
| Teacher Retirement System of Texas | 15,581 | $969.0K | 0.01% | −1,865−10.7% | Reduced |
| Rhumbline Advisers | 14,736 | $916.4K | 0.00% | +91+0.6% | Added |
| Man Group plc | 14,673 | $912.5K | 0.00% | – | – |
| American Century Companies Inc | 14,040 | $873.1K | 0.00% | −5,192−27.0% | Reduced |
| Engineers Gate Manager LP | 13,590 | $845.2K | 0.02% | −4,936−26.6% | Reduced |
| CWM Advisors, LLC | 12,929 | $804.1K | 0.09% | +12,929 | New |
| Jump Financial, LLC | 12,697 | $789.6K | 0.03% | +2,251+21.5% | Added |
| Putnam Investments LLC | 12,561 | $781.2K | 0.00% | −390−3.0% | Reduced |
| Credit Suisse AG | 12,173 | $757.0K | 0.00% | +323+2.7% | Added |
| UBS Asset Management Americas Inc | 11,782 | $732.7K | 0.00% | +3,572+43.5% | Added |
| STRS Ohio | 11,500 | $715.0K | 0.00% | −2,200−16.1% | Reduced |
| Cresset Asset Management, LLC | 10,749 | $668.5K | 0.00% | −32−0.3% | Reduced |
| Balyasny Asset Management LLC | 10,747 | $668.4K | 0.00% | +10,747 | New |
| Occudo Quantitative Strategies LP | 10,469 | $651.1K | 0.09% | +1,804+20.8% | Added |
| Legal & General Group Plc | 10,081 | $626.9K | 0.00% | +2,784+38.2% | Added |
| LPL Financial LLC | 9,880 | $614.4K | 0.00% | +10.0% | Added |
| State of Wisconsin Investment Board | 9,825 | $611.0K | 0.00% | −4,316−30.5% | Reduced |
| California State Teachers Retirement System | 9,588 | $596.3K | 0.00% | −1,082−10.1% | Reduced |
| Gsa Capital Partners LLP | 9,025 | $561.0K | 0.05% | −2,239−19.9% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 8,038 | $499.9K | 0.01% | +8,038 | New |
| Janney Montgomery Scott LLC | 7,675 | $477.0K | 0.00% | +1,250+19.5% | Added |
| NBC Securities, Inc. | 7,500 | $466.0K | 0.05% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 7,346 | $456.8K | 0.07% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 6,977 | $433.9K | 0.00% | −160−2.2% | Reduced |
| Cubist Systematic Strategies, LLC | 6,950 | $432.2K | 0.01% | −8,612−55.3% | Reduced |
| Dark Forest Capital Management LP | 6,803 | $423.1K | 0.06% | +6,803 | New |
| Tudor Investment Corp Et Al | 6,695 | $416.4K | 0.01% | −253−3.6% | Reduced |
| Semanteon Capital Management, LP | 6,673 | $415.0K | 0.28% | +6,673 | New |
| Allspring Global Investments Holdings, LLC | 6,667 | $414.6K | 0.00% | +5,593+520.8% | Added |
| Dynamic Technology Lab Private Ltd | 6,387 | $397.0K | 0.04% | +6,387 | New |
| Alliancebernstein L.P. | 6,328 | $393.5K | 0.00% | +590+10.3% | Added |
| Jane Street Group, LLC | 6,185 | $384.6K | 0.00% | +6,185 | New |
| Price T Rowe Associates Inc | 6,150 | $383.0K | 0.00% | +375+6.5% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 6,120 | $381.0K | 0.01% | −3,611−37.1% | Reduced |
| Deutsche Bank AG | 6,116 | $380.4K | 0.00% | −106−1.7% | Reduced |
| Advisor Group Holdings, Inc. | 5,835 | $362.9K | 0.00% | 00.0% | Unchanged |