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 |
|---|---|---|---|---|---|
| Covestor Ltd | 2 | $0 | 0.00% | +1+100.0% | Added |
| Farther Finance Advisors, LLC | 2 | $127 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2 | $128 | 0.00% | +2 | New |
| Quest Partners LLC | 13 | $834 | 0.00% | +13 | New |
| Ronald Blue Trust, Inc. | 27 | $1.73K | 0.00% | −20−42.6% | Reduced |
| Nisa Investment Advisors, LLC | 31 | $1.99K | 0.00% | +7+29.2% | Added |
| Simplex Trading, LLC | 38 | $2.00K | 0.00% | −968−96.2% | Reduced |
| Lindbrook Capital, LLC | 33 | $2.12K | 0.00% | +1+3.1% | Added |
| Public Employees Retirement System of Ohio | 41 | $2.63K | 0.00% | +41 | New |
| IFP Advisors, Inc | 50 | $3.21K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 60 | $3.85K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 70 | $4.49K | 0.00% | −26−27.1% | Reduced |
| Harbour Investments, Inc. | 82 | $5.26K | 0.00% | +82 | New |
| M&R Capital Management Inc | 90 | $5.78K | 0.00% | −37−29.1% | Reduced |
| TD Waterhouse Canada Inc. | 102 | $6.46K | 0.00% | +102 | New |
| Global X Japan Co., Ltd. | 224 | $14.4K | 0.00% | −97−30.2% | Reduced |
| GAMMA Investing LLC | 250 | $16.0K | 0.00% | +5+2.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 336 | $21.6K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 348 | $22.0K | 0.00% | −1,172−77.1% | Reduced |
| EntryPoint Capital, LLC | 417 | $26.8K | 0.02% | +417 | New |
| Metropolitan Life Insurance Co | 590 | $37.9K | 0.00% | −124−17.4% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 609 | $39.0K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 679 | $43.6K | 0.00% | +679 | New |
| Point72 Asset Management, L.P. | 700 | $44.9K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 863 | $55.4K | 0.00% | +863 | New |
| GWM Advisors LLC | 902 | $57.9K | 0.00% | +2+0.2% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 932 | $59.8K | 0.02% | +932 | New |
| Great West Life Assurance Co | 933 | $60.0K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 973 | $62.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 922 | $68.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,071 | $68.7K | 0.00% | 00.0% | Unchanged |
| nVerses Capital, LLC | 1,100 | $70.6K | 0.17% | +1,100 | New |
| Amundi | 1,395 | $81.9K | 0.00% | +172+14.1% | Added |
| DekaBank Deutsche Girozentrale | 1,356 | $83.0K | 0.00% | +548+67.8% | Added |
| US Bancorp | 1,333 | $85.5K | 0.00% | +1,333 | New |
| Benjamin F. Edwards & Company, Inc. | 1,433 | $92.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,476 | $94.7K | 0.00% | +860+139.6% | Added |
| Globeflex Capital L P | 1,803 | $115.7K | 0.01% | −592−24.7% | Reduced |
| Comerica Bank | 2,104 | $135.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 2,222 | $142.6K | 0.01% | −2,043−47.9% | Reduced |
| Royal Bank of Canada | 2,365 | $152.0K | 0.00% | −2,392−50.3% | Reduced |
| PEAK6 Investments LLC | 2,818 | $180.8K | 0.01% | +2,818 | New |
| Central Pacific Bank - Trust Division | 3,000 | $190.5K | 0.02% | +3,000 | New |
| Sherbrooke Park Advisers LLC | 3,693 | $237.0K | 0.05% | +3,693 | New |
| XTX Topco Ltd | 3,715 | $238.4K | 0.03% | −1,232−24.9% | Reduced |
| Voya Investment Management LLC | 3,727 | $239.2K | 0.00% | −782−17.3% | Reduced |
| Janus Henderson Group PLC | 3,748 | $240.3K | 0.00% | −10.0% | Reduced |
| Victory Capital Management Inc | 3,751 | $240.7K | 0.00% | +3,751 | New |
| Y-Intercept (Hong Kong) Ltd | 3,998 | $256.6K | 0.02% | +3,998 | New |
| Manufacturers Life Insurance Company, The | 4,242 | $272.2K | 0.00% | −144−3.3% | Reduced |
| Dumont & Blake Investment Advisors LLC | 4,254 | $273.0K | 0.08% | +29+0.7% | Added |
| Bailard, Inc. | 4,400 | $282.3K | 0.01% | +4,400 | New |
| New York State Common Retirement Fund | 4,491 | $288.2K | 0.00% | −3−0.1% | Reduced |
| Advisor Group Holdings, Inc. | 4,569 | $293.2K | 0.00% | −1,266−21.7% | Reduced |
| Ameriprise Financial Inc | 4,659 | $299.0K | 0.00% | +302+6.9% | Added |
| Wells Fargo & Company | 4,972 | $319.0K | 0.00% | +2,072+71.4% | Added |
| Verition Fund Management LLC | 5,048 | $323.9K | 0.00% | +48+1.0% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 5,310 | $341.0K | 0.01% | −810−13.2% | Reduced |
| Dark Forest Capital Management LP | 5,370 | $344.6K | 0.06% | −1,433−21.1% | Reduced |
| American International Group, Inc. | 5,488 | $352.2K | 0.00% | −48−0.9% | Reduced |
| Quadrature Capital Ltd | 5,677 | $364.4K | 0.01% | −12,234−68.3% | Reduced |
| Keebeck Alpha, LP | 5,708 | $366.3K | 0.24% | +5,708 | New |
| Centiva Capital, LP | 5,742 | $368.5K | 0.02% | +5,742 | New |
| Caxton Associates LP | 5,790 | $371.5K | 0.03% | +615+11.9% | Added |
| MetLife Investment Management | 5,807 | $372.6K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 5,840 | $374.8K | 0.01% | −7,750−57.0% | Reduced |
| Petrus Trust Company, LTA | 5,855 | $375.7K | 0.03% | −10,167−63.5% | Reduced |
| Alps Advisors Inc | 6,010 | $385.7K | 0.00% | +6,010 | New |
| Deutsche Bank AG | 6,232 | $399.9K | 0.00% | +116+1.9% | Added |
| Dynamic Technology Lab Private Ltd | 6,856 | $440.0K | 0.05% | +469+7.3% | Added |
| Algert Global LLC | 6,920 | $444.1K | 0.02% | +6,920 | New |
| NBC Securities, Inc. | 7,100 | $455.0K | 0.04% | −400−5.3% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 7,346 | $471.4K | 0.07% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 7,509 | $481.9K | 0.01% | −529−6.6% | Reduced |
| Occudo Quantitative Strategies LP | 7,561 | $485.2K | 0.08% | −2,908−27.8% | Reduced |
| Janney Montgomery Scott LLC | 8,070 | $518.0K | 0.00% | +395+5.1% | Added |
| California State Teachers Retirement System | 8,601 | $551.9K | 0.00% | −987−10.3% | Reduced |
| Gallacher Capital Management LLC | 8,924 | $572.7K | 0.29% | +4,622+107.4% | Added |
| Jane Street Group, LLC | 9,142 | $586.6K | 0.00% | +2,957+47.8% | Added |
| Alliancebernstein L.P. | 9,528 | $611.4K | 0.00% | +3,200+50.6% | Added |
| Man Group plc | 9,579 | $614.7K | 0.00% | −5,094−34.7% | Reduced |
| Qube Research & Technologies Ltd | 9,812 | $629.6K | 0.00% | +7,019+251.3% | Added |
| Prelude Capital Management, LLC | 9,879 | $633.9K | 0.04% | +6,377+182.1% | 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 |
| Legal & General Group Plc | 10,199 | $654.5K | 0.00% | +118+1.2% | Added |
| LPL Financial LLC | 10,365 | $665.1K | 0.00% | +485+4.9% | Added |
| Cresset Asset Management, LLC | 10,874 | $697.8K | 0.00% | +125+1.2% | Added |
| Citigroup Inc | 11,100 | $712.3K | 0.00% | +6,010+118.1% | Added |
| Two Sigma Advisers, LP | 11,500 | $738.0K | 0.00% | −22,400−66.1% | Reduced |
| Credit Suisse AG | 11,558 | $741.7K | 0.00% | −615−5.1% | Reduced |
| UBS Asset Management Americas Inc | 11,782 | $756.1K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 12,666 | $812.0K | 0.00% | +12,666 | New |
| Allspring Global Investments Holdings, LLC | 14,193 | $910.8K | 0.00% | +7,526+112.9% | Added |
| Jump Financial, LLC | 14,301 | $917.7K | 0.03% | +1,604+12.6% | Added |
| Campbell & CO Investment Adviser LLC | 14,811 | $950.4K | 0.08% | −13,013−46.8% | Reduced |
| Rhumbline Advisers | 15,299 | $981.7K | 0.00% | +563+3.8% | Added |
| Squarepoint Ops LLC | 15,381 | $987.0K | 0.00% | −6,738−30.5% | Reduced |
| Swiss National Bank | 16,200 | $1.04M | 0.00% | −1,000−5.8% | Reduced |
| Barclays PLC | 16,323 | $1.05M | 0.00% | −14,028−46.2% | Reduced |