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 |
|---|---|---|---|---|---|
| MetLife Investment Management | 5,807 | $361.1K | 0.00% | 00.0% | Unchanged |
| Trexquant Investment LP | 5,772 | $359.0K | 0.01% | +5,772 | New |
| American International Group, Inc. | 5,536 | $344.3K | 0.00% | +115+2.1% | Added |
| Walleye Capital LLC | 5,253 | $326.7K | 0.00% | +5,253 | New |
| Caxton Associates LP | 5,175 | $321.8K | 0.02% | +5,175 | New |
| Citigroup Inc | 5,090 | $316.5K | 0.00% | +3,771+285.9% | Added |
| Verition Fund Management LLC | 5,000 | $310.9K | 0.00% | +5,000 | New |
| XTX Topco Ltd | 4,947 | $307.7K | 0.07% | −1,653−25.0% | Reduced |
| Franklin Resources Inc | 4,890 | $304.1K | 0.00% | +234+5.0% | Added |
| Royal Bank of Canada | 4,757 | $296.0K | 0.00% | +1,963+70.3% | Added |
| ExodusPoint Capital Management, LP | 4,579 | $285.0K | 0.00% | −8,106−63.9% | Reduced |
| Voya Investment Management LLC | 4,509 | $280.4K | 0.00% | +12+0.3% | Added |
| New York State Common Retirement Fund | 4,494 | $279.5K | 0.00% | +29+0.6% | Added |
| Manufacturers Life Insurance Company, The | 4,386 | $272.8K | 0.00% | +4,386 | New |
| Ameriprise Financial Inc | 4,357 | $271.0K | 0.00% | +4,357 | New |
| Gallacher Capital Management LLC | 4,302 | $267.5K | 0.15% | +4,302 | New |
| Quantbot Technologies LP | 4,265 | $265.2K | 0.02% | +2,447+134.6% | Added |
| Dumont & Blake Investment Advisors LLC | 4,225 | $263.0K | 0.08% | +4,225 | New |
| Janus Henderson Group PLC | 3,749 | $233.1K | 0.00% | +3,749 | New |
| Prelude Capital Management, LLC | 3,502 | $217.8K | 0.02% | +3,502 | New |
| Rafferty Asset Management, LLC | 3,287 | $204.4K | 0.00% | +3,287 | New |
| Lazard Asset Management LLC | 3,255 | $202.0K | 0.00% | +2,120+186.8% | Added |
| Jefferies Financial Group Inc. | 3,241 | $201.6K | 0.00% | +3,241 | New |
| Wells Fargo & Company | 2,900 | $180.4K | 0.00% | +711+32.5% | Added |
| State of Tennessee, Treasury Department | 2,844 | $176.9K | 0.00% | +2,844 | New |
| Qube Research & Technologies Ltd | 2,793 | $173.7K | 0.00% | −1,595−36.3% | Reduced |
| SG Americas Securities, LLC | 2,433 | $151.0K | 0.00% | +2,433 | New |
| Globeflex Capital L P | 2,395 | $148.9K | 0.02% | +2,395 | New |
| Comerica Bank | 2,104 | $130.9K | 0.00% | +10.0% | Added |
| Amalgamated Bank | 1,520 | $95.0K | 0.00% | −103−6.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,433 | $89.0K | 0.00% | 00.0% | Unchanged |
| Amundi | 1,223 | $79.5K | 0.00% | −374−23.4% | Reduced |
| AJOVista, LLC | 1,145 | $71.2K | 0.09% | +1,145 | New |
| Ameritas Investment Partners, Inc. | 1,071 | $66.6K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,006 | $62.0K | 0.00% | +1,006 | New |
| New York State Teachers Retirement System | 973 | $61.0K | 0.00% | +973 | New |
| Great West Life Assurance Co | 933 | $58.0K | 0.00% | −761−44.9% | Reduced |
| Clearstead Advisors, LLC | 922 | $57.3K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 900 | $56.0K | 0.00% | +2+0.2% | Added |
| DekaBank Deutsche Girozentrale | 808 | $50.0K | 0.00% | +61+8.2% | Added |
| Itau Unibanco Holding S.A. | 795 | $49.4K | 0.00% | −334−29.6% | Reduced |
| Metropolitan Life Insurance Co | 714 | $44.4K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 700 | $43.5K | 0.00% | +600+600.0% | Added |
| Gladius Capital Management LP | 646 | $40.2K | 0.03% | +646 | New |
| Tower Research Capital LLC (TRC) | 616 | $38.3K | 0.00% | −493−44.5% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 609 | $38.0K | 0.00% | −9−1.5% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 598 | $37.0K | 0.02% | −2,927−83.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 336 | $20.9K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 321 | $20.0K | 0.01% | +321 | New |
| GAMMA Investing LLC | 245 | $16.1K | 0.00% | +245 | New |
| Whittier Trust Co | 150 | $9.33K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 136 | $8.00K | 0.00% | +100+277.8% | Added |
| M&R Capital Management Inc | 127 | $7.88K | 0.00% | −1−0.8% | Reduced |
| Parallel Advisors, LLC | 96 | $5.97K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 60 | $3.73K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 78 | $3.48K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 50 | $3.11K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 47 | $2.00K | 0.00% | +35+291.7% | Added |
| Lindbrook Capital, LLC | 32 | $1.99K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 31 | $1.93K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 24 | $1.49K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 20 | $1.24K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 3 | $187 | 0.00% | +3 | New |
| Farther Finance Advisors, LLC | 2 | $124 | 0.00% | +2 | New |
| Covestor Ltd | 1 | $0 | 0.00% | +1 | New |
| 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 |