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 |
|---|---|---|---|---|---|
| Covestor Ltd | 1 | $0 | 0.00% | +1 | New |
| Farther Finance Advisors, LLC | 2 | $124 | 0.00% | +2 | New |
| Arlington Trust Co LLC | 3 | $187 | 0.00% | +3 | New |
| Glassman Wealth Services | 20 | $1.24K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 24 | $1.49K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 31 | $1.93K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 32 | $1.99K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 47 | $2.00K | 0.00% | +35+291.7% | Added |
| IFP Advisors, Inc | 50 | $3.11K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 78 | $3.48K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 60 | $3.73K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 96 | $5.97K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 127 | $7.88K | 0.00% | −1−0.8% | Reduced |
| CWM, LLC | 136 | $8.00K | 0.00% | +100+277.8% | Added |
| Whittier Trust Co | 150 | $9.33K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 245 | $16.1K | 0.00% | +245 | New |
| Global X Japan Co., Ltd. | 321 | $20.0K | 0.01% | +321 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 336 | $20.9K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 598 | $37.0K | 0.02% | −2,927−83.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 609 | $38.0K | 0.00% | −9−1.5% | Reduced |
| Tower Research Capital LLC (TRC) | 616 | $38.3K | 0.00% | −493−44.5% | Reduced |
| Gladius Capital Management LP | 646 | $40.2K | 0.03% | +646 | New |
| Point72 Asset Management, L.P. | 700 | $43.5K | 0.00% | +600+600.0% | Added |
| Metropolitan Life Insurance Co | 714 | $44.4K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 795 | $49.4K | 0.00% | −334−29.6% | Reduced |
| DekaBank Deutsche Girozentrale | 808 | $50.0K | 0.00% | +61+8.2% | Added |
| GWM Advisors LLC | 900 | $56.0K | 0.00% | +2+0.2% | Added |
| Clearstead Advisors, LLC | 922 | $57.3K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 933 | $58.0K | 0.00% | −761−44.9% | Reduced |
| New York State Teachers Retirement System | 973 | $61.0K | 0.00% | +973 | New |
| Simplex Trading, LLC | 1,006 | $62.0K | 0.00% | +1,006 | New |
| Ameritas Investment Partners, Inc. | 1,071 | $66.6K | 0.00% | 00.0% | Unchanged |
| AJOVista, LLC | 1,145 | $71.2K | 0.09% | +1,145 | New |
| Amundi | 1,223 | $79.5K | 0.00% | −374−23.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,433 | $89.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,520 | $95.0K | 0.00% | −103−6.3% | Reduced |
| Comerica Bank | 2,104 | $130.9K | 0.00% | +10.0% | Added |
| Globeflex Capital L P | 2,395 | $148.9K | 0.02% | +2,395 | New |
| SG Americas Securities, LLC | 2,433 | $151.0K | 0.00% | +2,433 | New |
| Qube Research & Technologies Ltd | 2,793 | $173.7K | 0.00% | −1,595−36.3% | Reduced |
| State of Tennessee, Treasury Department | 2,844 | $176.9K | 0.00% | +2,844 | New |
| Wells Fargo & Company | 2,900 | $180.4K | 0.00% | +711+32.5% | Added |
| Jefferies Financial Group Inc. | 3,241 | $201.6K | 0.00% | +3,241 | New |
| Lazard Asset Management LLC | 3,255 | $202.0K | 0.00% | +2,120+186.8% | Added |
| Rafferty Asset Management, LLC | 3,287 | $204.4K | 0.00% | +3,287 | New |
| Prelude Capital Management, LLC | 3,502 | $217.8K | 0.02% | +3,502 | New |
| Janus Henderson Group PLC | 3,749 | $233.1K | 0.00% | +3,749 | New |
| Dumont & Blake Investment Advisors LLC | 4,225 | $263.0K | 0.08% | +4,225 | New |
| Quantbot Technologies LP | 4,265 | $265.2K | 0.02% | +2,447+134.6% | Added |
| Gallacher Capital Management LLC | 4,302 | $267.5K | 0.15% | +4,302 | New |
| Ameriprise Financial Inc | 4,357 | $271.0K | 0.00% | +4,357 | New |
| Manufacturers Life Insurance Company, The | 4,386 | $272.8K | 0.00% | +4,386 | New |
| New York State Common Retirement Fund | 4,494 | $279.5K | 0.00% | +29+0.6% | Added |
| Voya Investment Management LLC | 4,509 | $280.4K | 0.00% | +12+0.3% | Added |
| ExodusPoint Capital Management, LP | 4,579 | $285.0K | 0.00% | −8,106−63.9% | Reduced |
| Royal Bank of Canada | 4,757 | $296.0K | 0.00% | +1,963+70.3% | Added |
| Franklin Resources Inc | 4,890 | $304.1K | 0.00% | +234+5.0% | Added |
| XTX Topco Ltd | 4,947 | $307.7K | 0.07% | −1,653−25.0% | Reduced |
| Verition Fund Management LLC | 5,000 | $310.9K | 0.00% | +5,000 | New |
| Citigroup Inc | 5,090 | $316.5K | 0.00% | +3,771+285.9% | Added |
| Caxton Associates LP | 5,175 | $321.8K | 0.02% | +5,175 | New |
| Walleye Capital LLC | 5,253 | $326.7K | 0.00% | +5,253 | New |
| American International Group, Inc. | 5,536 | $344.3K | 0.00% | +115+2.1% | Added |
| Trexquant Investment LP | 5,772 | $359.0K | 0.01% | +5,772 | New |
| MetLife Investment Management | 5,807 | $361.1K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 5,835 | $362.9K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 6,116 | $380.4K | 0.00% | −106−1.7% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 6,120 | $381.0K | 0.01% | −3,611−37.1% | Reduced |
| Price T Rowe Associates Inc | 6,150 | $383.0K | 0.00% | +375+6.5% | Added |
| Jane Street Group, LLC | 6,185 | $384.6K | 0.00% | +6,185 | New |
| Alliancebernstein L.P. | 6,328 | $393.5K | 0.00% | +590+10.3% | Added |
| Dynamic Technology Lab Private Ltd | 6,387 | $397.0K | 0.04% | +6,387 | New |
| Allspring Global Investments Holdings, LLC | 6,667 | $414.6K | 0.00% | +5,593+520.8% | Added |
| Semanteon Capital Management, LP | 6,673 | $415.0K | 0.28% | +6,673 | New |
| Tudor Investment Corp Et Al | 6,695 | $416.4K | 0.01% | −253−3.6% | Reduced |
| Dark Forest Capital Management LP | 6,803 | $423.1K | 0.06% | +6,803 | New |
| Cubist Systematic Strategies, LLC | 6,950 | $432.2K | 0.01% | −8,612−55.3% | Reduced |
| New York Life Investment Management LLC | 6,977 | $433.9K | 0.00% | −160−2.2% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 7,346 | $456.8K | 0.07% | 00.0% | Unchanged |
| NBC Securities, Inc. | 7,500 | $466.0K | 0.05% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 7,675 | $477.0K | 0.00% | +1,250+19.5% | Added |
| Susquehanna Portfolio Strategies, LLC | 8,038 | $499.9K | 0.01% | +8,038 | New |
| Gsa Capital Partners LLP | 9,025 | $561.0K | 0.05% | −2,239−19.9% | Reduced |
| California State Teachers Retirement System | 9,588 | $596.3K | 0.00% | −1,082−10.1% | Reduced |
| State of Wisconsin Investment Board | 9,825 | $611.0K | 0.00% | −4,316−30.5% | Reduced |
| LPL Financial LLC | 9,880 | $614.4K | 0.00% | +10.0% | Added |
| Legal & General Group Plc | 10,081 | $626.9K | 0.00% | +2,784+38.2% | Added |
| Occudo Quantitative Strategies LP | 10,469 | $651.1K | 0.09% | +1,804+20.8% | Added |
| Balyasny Asset Management LLC | 10,747 | $668.4K | 0.00% | +10,747 | New |
| Cresset Asset Management, LLC | 10,749 | $668.5K | 0.00% | −32−0.3% | Reduced |
| STRS Ohio | 11,500 | $715.0K | 0.00% | −2,200−16.1% | Reduced |
| UBS Asset Management Americas Inc | 11,782 | $732.7K | 0.00% | +3,572+43.5% | Added |
| Credit Suisse AG | 12,173 | $757.0K | 0.00% | +323+2.7% | Added |
| Putnam Investments LLC | 12,561 | $781.2K | 0.00% | −390−3.0% | Reduced |
| Jump Financial, LLC | 12,697 | $789.6K | 0.03% | +2,251+21.5% | Added |
| CWM Advisors, LLC | 12,929 | $804.1K | 0.09% | +12,929 | New |
| Engineers Gate Manager LP | 13,590 | $845.2K | 0.02% | −4,936−26.6% | Reduced |
| American Century Companies Inc | 14,040 | $873.1K | 0.00% | −5,192−27.0% | Reduced |
| Man Group plc | 14,673 | $912.5K | 0.00% | – | – |
| Rhumbline Advisers | 14,736 | $916.4K | 0.00% | +91+0.6% | Added |