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 |
|---|---|---|---|---|---|
| Franklin Resources Inc | 16,913 | $1.09M | 0.00% | +12,023+245.9% | Added |
| BNP Paribas Arbitrage, SA | 18,640 | $1.20M | 0.00% | −519−2.7% | Reduced |
| Teacher Retirement System of Texas | 19,129 | $1.23M | 0.01% | +3,548+22.8% | Added |
| UBS Group AG | 19,224 | $1.23M | 0.00% | −3,178−14.2% | Reduced |
| Raymond James & Associates | 20,228 | $1.30M | 0.00% | −29−0.1% | Reduced |
| Los Angeles Capital Management LLC | 20,665 | $1.33M | 0.00% | −18,618−47.4% | Reduced |
| Keybank National Association | 20,786 | $1.33M | 0.01% | −100−0.5% | Reduced |
| Cornercap Investment Counsel Inc | 21,398 | $1.37M | 0.21% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 21,947 | $1.41M | 0.00% | +12,122+123.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 22,171 | $1.42M | 0.00% | −472−2.1% | Reduced |
| Jefferies Financial Group Inc. | 22,172 | $1.42M | 0.03% | +18,931+584.1% | Added |
| Voloridge Investment Management, LLC | 22,492 | $1.44M | 0.01% | +22,492 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 23,059 | $1.48M | 0.01% | +3,243+16.4% | Added |
| Price T Rowe Associates Inc | 24,397 | $1.57M | 0.00% | +18,247+296.7% | Added |
| The PNC Financial Services Group, Inc. | 25,022 | $1.61M | 0.00% | +5,547+28.5% | Added |
| Russell Investments Group, Ltd. | 26,002 | $1.67M | 0.00% | +4,370+20.2% | Added |
| EFG Asset Management (North America) Corp. | 26,310 | $1.69M | 0.29% | −3,040−10.4% | Reduced |
| Bank of America Corp | 26,476 | $1.70M | 0.00% | −13,886−34.4% | Reduced |
| Truvestments Capital LLC | 27,751 | $1.78M | 0.69% | +27,751 | New |
| Susquehanna International Group, LLP | 29,843 | $1.92M | 0.00% | +2,163+7.8% | Added |
| Nuveen Asset Management, LLC | 32,777 | $2.10M | 0.00% | −9,610−22.7% | Reduced |
| Cubist Systematic Strategies, LLC | 34,473 | $2.21M | 0.03% | +27,523+396.0% | Added |
| SEI Investments Co | 35,402 | $2.27M | 0.00% | +18,293+106.9% | Added |
| Fisher Asset Management, LLC | 35,497 | $2.28M | 0.00% | −4,678−11.6% | Reduced |
| Citadel Advisors LLC | 39,435 | $2.53M | 0.00% | +9,016+29.6% | Added |
| McDonald Partners LLC | 39,904 | $2.56M | 0.70% | −7,038−15.0% | Reduced |
| CWM, LLC | 41,800 | $2.68M | 0.01% | +41,664+30,635.3% | Added |
| Johnson Investment Counsel Inc | 44,603 | $2.86M | 0.03% | 00.0% | Unchanged |
| Invesco Ltd. | 45,149 | $2.90M | 0.00% | −52,240−53.6% | Reduced |
| Renaissance Technologies LLC | 46,400 | $2.98M | 0.00% | −5,485−10.6% | Reduced |
| Panagora Asset Management Inc | 46,776 | $3.00M | 0.02% | +23,618+102.0% | Added |
| JPMorgan Chase & Co | 47,232 | $3.03M | 0.00% | +23,614+100.0% | Added |
| Millennium Management LLC | 47,351 | $3.04M | 0.00% | −52,315−52.5% | Reduced |
| Brandywine Global Investment Management, LLC | 48,177 | $3.09M | 0.02% | +48,177 | New |
| Hunter Associates Investment Management LLC | 52,100 | $3.34M | 0.56% | −7,000−11.8% | Reduced |
| Gabelli Funds LLC | 55,800 | $3.58M | 0.03% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 57,957 | $3.72M | 0.42% | +14,510+33.4% | Added |
| American Century Companies Inc | 60,545 | $3.89M | 0.00% | +46,505+331.2% | Added |
| Lazard Asset Management LLC | 69,449 | $4.46M | 0.01% | +66,194+2,033.6% | Added |
| Curbstone Financial Management Corp | 75,616 | $4.85M | 1.05% | 00.0% | Unchanged |
| AQR Capital Management LLC | 76,224 | $4.89M | 0.01% | +12,181+19.0% | Added |
| Swedbank AB | 86,000 | $5.52M | 0.01% | +13,000+17.8% | Added |
| Charles Schwab Investment Management Inc | 97,470 | $6.25M | 0.00% | +11,581+13.5% | Added |
| Vontobel Holding Ltd. | 104,009 | $6.67M | 0.05% | +104,009 | New |
| Goldman Sachs Group Inc | 104,761 | $6.72M | 0.00% | −5,805−5.3% | Reduced |
| Prudential Financial Inc | 109,453 | $7.02M | 0.01% | +43,560+66.1% | Added |
| Morgan Stanley | 109,863 | $7.05M | 0.00% | −70,497−39.1% | Reduced |
| Northern Trust Corp | 110,225 | $7.07M | 0.00% | −2,742−2.4% | Reduced |
| Bank of New York Mellon Corp | 112,931 | $7.25M | 0.00% | +1,928+1.7% | Added |
| Jacobs Levy Equity Management, Inc | 132,136 | $8.48M | 0.04% | +98,996+298.7% | Added |
| Arrowstreet Capital, Limited Partnership | 133,453 | $8.56M | 0.01% | +42,081+46.1% | Added |
| ProShare Advisors LLC | 134,260 | $8.62M | 0.02% | −23,957−15.1% | Reduced |
| Acadian Asset Management LLC | 134,959 | $8.66M | 0.03% | +58,814+77.2% | Added |
| Federated Hermes, Inc. | 207,394 | $13.3M | 0.03% | +75,856+57.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 287,698 | $14.1M | 0.03% | +65,708+29.6% | Added |
| Fuller & Thaler Asset Management, Inc. | 226,906 | $14.6M | 0.06% | +6,251+2.8% | Added |
| FMR LLC | 231,361 | $14.8M | 0.00% | +32,196+16.2% | Added |
| Geode Capital Management, LLC | 238,661 | $15.3M | 0.00% | +6,119+2.6% | Added |
| Valueworks LLC | 254,155 | $16.3M | 5.30% | +44,675+21.3% | Added |
| State Street Corp | 266,857 | $17.1M | 0.00% | +2,357+0.9% | Added |
| Dimensional Fund Advisors LP | 510,340 | $32.7M | 0.01% | +8,079+1.6% | Added |
| BlackRock Inc. | 844,808 | $54.2M | 0.00% | −20,585−2.4% | Reduced |
| Gamco Investors, Inc. Et Al | 982,422 | $63.0M | 0.64% | −46,213−4.5% | Reduced |
| Vanguard Group Inc | 1,062,301 | $68.2M | 0.00% | −37,227−3.4% | Reduced |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −124,733−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −92,250−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −42,239−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −30,323−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −25,864−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −15,600−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −12,929−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −10,747−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −9,025−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −6,977−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −6,695−100.0% | Sold out |
| Semanteon Capital Management, LP | 0 | $0 | 0.00% | −6,673−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −5,772−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −5,253−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −4,579−100.0% | Sold out |
| Rafferty Asset Management, LLC | 0 | $0 | 0.00% | −3,287−100.0% | Sold out |
| State of Tennessee, Treasury Department | 0 | $0 | 0.00% | −2,844−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −2,433−100.0% | Sold out |
| AJOVista, LLC | 0 | $0 | 0.00% | −1,145−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −795−100.0% | Sold out |
| Gladius Capital Management LP | 0 | $0 | 0.00% | −646−100.0% | Sold out |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −598−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Beacon Capital Management, LLC | 0 | $0 | 0.00% | −78−100.0% | Sold out |
| Raffa Wealth Management, LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Arlington Trust Co LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Putnam Investments LLC | – | – | – | – | Not filed |