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 |
|---|---|---|---|---|---|
| Teacher Retirement System of Texas | 15,581 | $969.0K | 0.01% | −1,865−10.7% | Reduced |
| AXA S.A. | 15,600 | $970.2K | 0.00% | −1,800−10.3% | Reduced |
| Petrus Trust Company, LTA | 16,022 | $996.4K | 0.09% | +16,022 | New |
| SEI Investments Co | 17,109 | $1.06M | 0.00% | +2,893+20.4% | Added |
| Swiss National Bank | 17,200 | $1.07M | 0.00% | −3,200−15.7% | Reduced |
| Quadrature Capital Ltd | 17,911 | $1.11M | 0.02% | +755+4.4% | Added |
| BNP Paribas Arbitrage, SA | 19,159 | $1.19M | 0.00% | +5,386+39.1% | Added |
| The PNC Financial Services Group, Inc. | 19,475 | $1.21M | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 19,816 | $1.23M | 0.01% | +3,034+18.1% | Added |
| Raymond James & Associates | 20,257 | $1.26M | 0.00% | −22−0.1% | Reduced |
| Keybank National Association | 20,886 | $1.30M | 0.01% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 21,398 | $1.33M | 0.22% | +163+0.8% | Added |
| Russell Investments Group, Ltd. | 21,632 | $1.35M | 0.00% | −1,868−7.9% | Reduced |
| Squarepoint Ops LLC | 22,119 | $1.38M | 0.01% | +10,422+89.1% | Added |
| UBS Group AG | 22,402 | $1.39M | 0.00% | +8,461+60.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 22,643 | $1.40M | 0.00% | −3,960−14.9% | Reduced |
| Panagora Asset Management Inc | 23,158 | $1.44M | 0.01% | +6,437+38.5% | Added |
| JPMorgan Chase & Co | 23,618 | $1.47M | 0.00% | +13,026+123.0% | Added |
| Marshall Wace, LLP | 25,864 | $1.61M | 0.00% | −30,641−54.2% | Reduced |
| Susquehanna International Group, LLP | 27,680 | $1.72M | 0.00% | +12,142+78.1% | Added |
| Campbell & CO Investment Adviser LLC | 27,824 | $1.73M | 0.16% | +20,457+277.7% | Added |
| EFG Asset Management (North America) Corp. | 29,350 | $1.83M | 0.35% | +6,296+27.3% | Added |
| D. E. Shaw & Co., Inc. | 30,323 | $1.89M | 0.00% | −9,666−24.2% | Reduced |
| Barclays PLC | 30,351 | $1.89M | 0.00% | +26,752+743.3% | Added |
| Citadel Advisors LLC | 30,419 | $1.89M | 0.00% | +22,629+290.5% | Added |
| Jacobs Levy Equity Management, Inc | 33,140 | $2.06M | 0.01% | +33,140 | New |
| Two Sigma Advisers, LP | 33,900 | $2.11M | 0.00% | +15,200+81.3% | Added |
| Los Angeles Capital Management LLC | 39,283 | $2.44M | 0.01% | −170−0.4% | Reduced |
| Fisher Asset Management, LLC | 40,175 | $2.50M | 0.00% | −1,282−3.1% | Reduced |
| Bank of America Corp | 40,362 | $2.51M | 0.00% | +4,700+13.2% | Added |
| Two Sigma Investments, LP | 42,239 | $2.63M | 0.01% | +3,610+9.3% | Added |
| Nuveen Asset Management, LLC | 42,387 | $2.64M | 0.00% | +9,852+30.3% | Added |
| Isthmus Partners, LLC | 43,447 | $2.70M | 0.35% | +1,909+4.6% | Added |
| Johnson Investment Counsel Inc | 44,603 | $2.77M | 0.03% | −695−1.5% | Reduced |
| McDonald Partners LLC | 46,942 | $2.92M | 0.87% | −202−0.4% | Reduced |
| Renaissance Technologies LLC | 51,885 | $3.23M | 0.00% | +13,785+36.2% | Added |
| Gabelli Funds LLC | 55,800 | $3.47M | 0.03% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 59,100 | $3.67M | 0.67% | −4,450−7.0% | Reduced |
| AQR Capital Management LLC | 64,043 | $3.98M | 0.01% | +6,801+11.9% | Added |
| Prudential Financial Inc | 65,893 | $4.10M | 0.01% | −8,230−11.1% | Reduced |
| Swedbank AB | 73,000 | $4.54M | 0.01% | +28,000+62.2% | Added |
| Curbstone Financial Management Corp | 75,616 | $4.70M | 1.07% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 76,145 | $4.73M | 0.02% | −1,448−1.9% | Reduced |
| Charles Schwab Investment Management Inc | 85,889 | $5.34M | 0.00% | +3,153+3.8% | Added |
| Arrowstreet Capital, Limited Partnership | 91,372 | $5.68M | 0.01% | +14,053+18.2% | Added |
| Hillsdale Investment Management Inc. | 92,250 | $5.74M | 0.47% | +92,150+92,150.0% | Added |
| Invesco Ltd. | 97,389 | $6.06M | 0.00% | +51,142+110.6% | Added |
| Millennium Management LLC | 99,666 | $6.20M | 0.01% | −99,181−49.9% | Reduced |
| Goldman Sachs Group Inc | 110,566 | $6.88M | 0.00% | +6,056+5.8% | Added |
| Bank of New York Mellon Corp | 111,003 | $6.90M | 0.00% | −8,277−6.9% | Reduced |
| Northern Trust Corp | 112,967 | $7.03M | 0.00% | +421+0.4% | Added |
| Assenagon Asset Management S.A. | 124,733 | $7.76M | 0.02% | +57,758+86.2% | Added |
| Federated Hermes, Inc. | 131,538 | $8.18M | 0.02% | +36,758+38.8% | Added |
| ProShare Advisors LLC | 158,217 | $9.84M | 0.03% | −21,093−11.8% | Reduced |
| Morgan Stanley | 180,360 | $11.2M | 0.00% | +72,422+67.1% | Added |
| FMR LLC | 199,165 | $12.4M | 0.00% | −389,928−66.2% | Reduced |
| Valueworks LLC | 209,480 | $13.0M | 4.42% | −1,500−0.7% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 220,655 | $13.7M | 0.07% | −7,201−3.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 221,990 | $13.8M | 0.03% | −19,795−8.2% | Reduced |
| Geode Capital Management, LLC | 232,542 | $14.5M | 0.00% | +17,296+8.0% | Added |
| State Street Corp | 264,500 | $16.4M | 0.00% | −57,181−17.8% | Reduced |
| Dimensional Fund Advisors LP | 502,261 | $31.2M | 0.01% | −14,928−2.9% | Reduced |
| BlackRock Inc. | 865,393 | $53.8M | 0.00% | +66,420+8.3% | Added |
| Gamco Investors, Inc. Et Al | 1,028,635 | $64.0M | 0.68% | −4,805−0.5% | Reduced |
| Vanguard Group Inc | 1,099,528 | $68.4M | 0.00% | +153,950+16.3% | Added |
| HRT Financial LP | 0 | $0 | 0.00% | −12,412−100.0% | Sold out |
| Advisory Research Inc | 0 | $0 | 0.00% | −9,046−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −5,768−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −5,100−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −138−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Column Capital Advisors, LLC | – | – | – | – | Not filed |