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, Q1 2024
Institutional positions in Hyster-Yale, Inc. as of Mar 31, 2024. 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
- 164
- 0 vs. Q4 2023
- Shares held
- 8.47M
- +288.2K (+3.5%) vs. Q4 2023
- Total value
- $538.8M
- +$30.3M (+6.0%) vs. Q4 2023
- New holders
- 27
- 62 more added
- Sold out
- 27
- 56 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Hyster-Yale, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 1,062,301 | $68.2M | 0.00% | −37,227−3.4% | Reduced |
| Gamco Investors, Inc. Et Al | 982,422 | $63.0M | 0.64% | −46,213−4.5% | Reduced |
| BlackRock Inc. | 844,808 | $54.2M | 0.00% | −20,585−2.4% | Reduced |
| Dimensional Fund Advisors LP | 510,340 | $32.7M | 0.01% | +8,079+1.6% | Added |
| State Street Corp | 266,857 | $17.1M | 0.00% | +2,357+0.9% | Added |
| Valueworks LLC | 254,155 | $16.3M | 5.30% | +44,675+21.3% | Added |
| Geode Capital Management, LLC | 238,661 | $15.3M | 0.00% | +6,119+2.6% | Added |
| FMR LLC | 231,361 | $14.8M | 0.00% | +32,196+16.2% | Added |
| Fuller & Thaler Asset Management, Inc. | 226,906 | $14.6M | 0.06% | +6,251+2.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 287,698 | $14.1M | 0.03% | +65,708+29.6% | Added |
| Federated Hermes, Inc. | 207,394 | $13.3M | 0.03% | +75,856+57.7% | Added |
| Acadian Asset Management LLC | 134,959 | $8.66M | 0.03% | +58,814+77.2% | Added |
| ProShare Advisors LLC | 134,260 | $8.62M | 0.02% | −23,957−15.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 133,453 | $8.56M | 0.01% | +42,081+46.1% | Added |
| Jacobs Levy Equity Management, Inc | 132,136 | $8.48M | 0.04% | +98,996+298.7% | Added |
| Bank of New York Mellon Corp | 112,931 | $7.25M | 0.00% | +1,928+1.7% | Added |
| Northern Trust Corp | 110,225 | $7.07M | 0.00% | −2,742−2.4% | Reduced |
| Morgan Stanley | 109,863 | $7.05M | 0.00% | −70,497−39.1% | Reduced |
| Prudential Financial Inc | 109,453 | $7.02M | 0.01% | +43,560+66.1% | Added |
| Goldman Sachs Group Inc | 104,761 | $6.72M | 0.00% | −5,805−5.3% | Reduced |
| Vontobel Holding Ltd. | 104,009 | $6.67M | 0.05% | +104,009 | New |
| Charles Schwab Investment Management Inc | 97,470 | $6.25M | 0.00% | +11,581+13.5% | Added |
| Swedbank AB | 86,000 | $5.52M | 0.01% | +13,000+17.8% | Added |
| AQR Capital Management LLC | 76,224 | $4.89M | 0.01% | +12,181+19.0% | Added |
| Curbstone Financial Management Corp | 75,616 | $4.85M | 1.05% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 69,449 | $4.46M | 0.01% | +66,194+2,033.6% | Added |
| American Century Companies Inc | 60,545 | $3.89M | 0.00% | +46,505+331.2% | Added |
| Isthmus Partners, LLC | 57,957 | $3.72M | 0.42% | +14,510+33.4% | Added |
| Gabelli Funds LLC | 55,800 | $3.58M | 0.03% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 52,100 | $3.34M | 0.56% | −7,000−11.8% | Reduced |
| Brandywine Global Investment Management, LLC | 48,177 | $3.09M | 0.02% | +48,177 | New |
| Millennium Management LLC | 47,351 | $3.04M | 0.00% | −52,315−52.5% | Reduced |
| JPMorgan Chase & Co | 47,232 | $3.03M | 0.00% | +23,614+100.0% | Added |
| Panagora Asset Management Inc | 46,776 | $3.00M | 0.02% | +23,618+102.0% | Added |
| Renaissance Technologies LLC | 46,400 | $2.98M | 0.00% | −5,485−10.6% | Reduced |
| Invesco Ltd. | 45,149 | $2.90M | 0.00% | −52,240−53.6% | Reduced |
| Johnson Investment Counsel Inc | 44,603 | $2.86M | 0.03% | 00.0% | Unchanged |
| CWM, LLC | 41,800 | $2.68M | 0.01% | +41,664+30,635.3% | Added |
| McDonald Partners LLC | 39,904 | $2.56M | 0.70% | −7,038−15.0% | Reduced |
| Citadel Advisors LLC | 39,435 | $2.53M | 0.00% | +9,016+29.6% | Added |
| Fisher Asset Management, LLC | 35,497 | $2.28M | 0.00% | −4,678−11.6% | Reduced |
| SEI Investments Co | 35,402 | $2.27M | 0.00% | +18,293+106.9% | Added |
| Cubist Systematic Strategies, LLC | 34,473 | $2.21M | 0.03% | +27,523+396.0% | Added |
| Nuveen Asset Management, LLC | 32,777 | $2.10M | 0.00% | −9,610−22.7% | Reduced |
| Susquehanna International Group, LLP | 29,843 | $1.92M | 0.00% | +2,163+7.8% | Added |
| Truvestments Capital LLC | 27,751 | $1.78M | 0.69% | +27,751 | New |
| Bank of America Corp | 26,476 | $1.70M | 0.00% | −13,886−34.4% | Reduced |
| EFG Asset Management (North America) Corp. | 26,310 | $1.69M | 0.29% | −3,040−10.4% | Reduced |
| Russell Investments Group, Ltd. | 26,002 | $1.67M | 0.00% | +4,370+20.2% | Added |
| The PNC Financial Services Group, Inc. | 25,022 | $1.61M | 0.00% | +5,547+28.5% | Added |
| Price T Rowe Associates Inc | 24,397 | $1.57M | 0.00% | +18,247+296.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 23,059 | $1.48M | 0.01% | +3,243+16.4% | Added |
| Voloridge Investment Management, LLC | 22,492 | $1.44M | 0.01% | +22,492 | New |
| Jefferies Financial Group Inc. | 22,172 | $1.42M | 0.03% | +18,931+584.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 22,171 | $1.42M | 0.00% | −472−2.1% | Reduced |
| State of Wisconsin Investment Board | 21,947 | $1.41M | 0.00% | +12,122+123.4% | Added |
| Cornercap Investment Counsel Inc | 21,398 | $1.37M | 0.21% | 00.0% | Unchanged |
| Keybank National Association | 20,786 | $1.33M | 0.01% | −100−0.5% | Reduced |
| Los Angeles Capital Management LLC | 20,665 | $1.33M | 0.00% | −18,618−47.4% | Reduced |
| Raymond James & Associates | 20,228 | $1.30M | 0.00% | −29−0.1% | Reduced |
| UBS Group AG | 19,224 | $1.23M | 0.00% | −3,178−14.2% | Reduced |
| Teacher Retirement System of Texas | 19,129 | $1.23M | 0.01% | +3,548+22.8% | Added |
| BNP Paribas Arbitrage, SA | 18,640 | $1.20M | 0.00% | −519−2.7% | Reduced |
| Franklin Resources Inc | 16,913 | $1.09M | 0.00% | +12,023+245.9% | Added |
| Barclays PLC | 16,323 | $1.05M | 0.00% | −14,028−46.2% | Reduced |
| Swiss National Bank | 16,200 | $1.04M | 0.00% | −1,000−5.8% | Reduced |
| Squarepoint Ops LLC | 15,381 | $987.0K | 0.00% | −6,738−30.5% | Reduced |
| Rhumbline Advisers | 15,299 | $981.7K | 0.00% | +563+3.8% | Added |
| Campbell & CO Investment Adviser LLC | 14,811 | $950.4K | 0.08% | −13,013−46.8% | Reduced |
| Jump Financial, LLC | 14,301 | $917.7K | 0.03% | +1,604+12.6% | Added |
| Allspring Global Investments Holdings, LLC | 14,193 | $910.8K | 0.00% | +7,526+112.9% | Added |
| HRT Financial LP | 12,666 | $812.0K | 0.00% | +12,666 | New |
| UBS Asset Management Americas Inc | 11,782 | $756.1K | 0.00% | 00.0% | Unchanged |
| Credit Suisse AG | 11,558 | $741.7K | 0.00% | −615−5.1% | Reduced |
| Two Sigma Advisers, LP | 11,500 | $738.0K | 0.00% | −22,400−66.1% | Reduced |
| Citigroup Inc | 11,100 | $712.3K | 0.00% | +6,010+118.1% | Added |
| Cresset Asset Management, LLC | 10,874 | $697.8K | 0.00% | +125+1.2% | Added |
| LPL Financial LLC | 10,365 | $665.1K | 0.00% | +485+4.9% | Added |
| Legal & General Group Plc | 10,199 | $654.5K | 0.00% | +118+1.2% | Added |
| STRS Ohio | 10,100 | $648.0K | 0.00% | −1,400−12.2% | Reduced |
| Summit Global Investments | 10,094 | $648.0K | 0.05% | +10,094 | New |
| Prelude Capital Management, LLC | 9,879 | $633.9K | 0.04% | +6,377+182.1% | Added |
| Qube Research & Technologies Ltd | 9,812 | $629.6K | 0.00% | +7,019+251.3% | Added |
| Man Group plc | 9,579 | $614.7K | 0.00% | −5,094−34.7% | Reduced |
| Alliancebernstein L.P. | 9,528 | $611.4K | 0.00% | +3,200+50.6% | Added |
| Jane Street Group, LLC | 9,142 | $586.6K | 0.00% | +2,957+47.8% | Added |
| Gallacher Capital Management LLC | 8,924 | $572.7K | 0.29% | +4,622+107.4% | Added |
| California State Teachers Retirement System | 8,601 | $551.9K | 0.00% | −987−10.3% | Reduced |
| Janney Montgomery Scott LLC | 8,070 | $518.0K | 0.00% | +395+5.1% | Added |
| Occudo Quantitative Strategies LP | 7,561 | $485.2K | 0.08% | −2,908−27.8% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 7,509 | $481.9K | 0.01% | −529−6.6% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 7,346 | $471.4K | 0.07% | 00.0% | Unchanged |
| NBC Securities, Inc. | 7,100 | $455.0K | 0.04% | −400−5.3% | Reduced |
| Algert Global LLC | 6,920 | $444.1K | 0.02% | +6,920 | New |
| Dynamic Technology Lab Private Ltd | 6,856 | $440.0K | 0.05% | +469+7.3% | Added |
| Deutsche Bank AG | 6,232 | $399.9K | 0.00% | +116+1.9% | Added |
| Alps Advisors Inc | 6,010 | $385.7K | 0.00% | +6,010 | New |
| Petrus Trust Company, LTA | 5,855 | $375.7K | 0.03% | −10,167−63.5% | Reduced |
| Engineers Gate Manager LP | 5,840 | $374.8K | 0.01% | −7,750−57.0% | Reduced |
| MetLife Investment Management | 5,807 | $372.6K | 0.00% | 00.0% | Unchanged |