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 |
|---|---|---|---|---|---|
| Caxton Associates LP | 5,790 | $371.5K | 0.03% | +615+11.9% | Added |
| Centiva Capital, LP | 5,742 | $368.5K | 0.02% | +5,742 | New |
| Keebeck Alpha, LP | 5,708 | $366.3K | 0.24% | +5,708 | New |
| Quadrature Capital Ltd | 5,677 | $364.4K | 0.01% | −12,234−68.3% | Reduced |
| American International Group, Inc. | 5,488 | $352.2K | 0.00% | −48−0.9% | Reduced |
| Dark Forest Capital Management LP | 5,370 | $344.6K | 0.06% | −1,433−21.1% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 5,310 | $341.0K | 0.01% | −810−13.2% | Reduced |
| Verition Fund Management LLC | 5,048 | $323.9K | 0.00% | +48+1.0% | Added |
| Wells Fargo & Company | 4,972 | $319.0K | 0.00% | +2,072+71.4% | Added |
| Ameriprise Financial Inc | 4,659 | $299.0K | 0.00% | +302+6.9% | Added |
| Advisor Group Holdings, Inc. | 4,569 | $293.2K | 0.00% | −1,266−21.7% | Reduced |
| New York State Common Retirement Fund | 4,491 | $288.2K | 0.00% | −3−0.1% | Reduced |
| Bailard, Inc. | 4,400 | $282.3K | 0.01% | +4,400 | New |
| Dumont & Blake Investment Advisors LLC | 4,254 | $273.0K | 0.08% | +29+0.7% | Added |
| Manufacturers Life Insurance Company, The | 4,242 | $272.2K | 0.00% | −144−3.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 3,998 | $256.6K | 0.02% | +3,998 | New |
| Victory Capital Management Inc | 3,751 | $240.7K | 0.00% | +3,751 | New |
| Janus Henderson Group PLC | 3,748 | $240.3K | 0.00% | −10.0% | Reduced |
| Voya Investment Management LLC | 3,727 | $239.2K | 0.00% | −782−17.3% | Reduced |
| XTX Topco Ltd | 3,715 | $238.4K | 0.03% | −1,232−24.9% | Reduced |
| Sherbrooke Park Advisers LLC | 3,693 | $237.0K | 0.05% | +3,693 | New |
| Central Pacific Bank - Trust Division | 3,000 | $190.5K | 0.02% | +3,000 | New |
| PEAK6 Investments LLC | 2,818 | $180.8K | 0.01% | +2,818 | New |
| Royal Bank of Canada | 2,365 | $152.0K | 0.00% | −2,392−50.3% | Reduced |
| Quantbot Technologies LP | 2,222 | $142.6K | 0.01% | −2,043−47.9% | Reduced |
| Comerica Bank | 2,104 | $135.0K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 1,803 | $115.7K | 0.01% | −592−24.7% | Reduced |
| Tower Research Capital LLC (TRC) | 1,476 | $94.7K | 0.00% | +860+139.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,433 | $92.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,333 | $85.5K | 0.00% | +1,333 | New |
| DekaBank Deutsche Girozentrale | 1,356 | $83.0K | 0.00% | +548+67.8% | Added |
| Amundi | 1,395 | $81.9K | 0.00% | +172+14.1% | Added |
| nVerses Capital, LLC | 1,100 | $70.6K | 0.17% | +1,100 | New |
| Ameritas Investment Partners, Inc. | 1,071 | $68.7K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 922 | $68.0K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 973 | $62.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 933 | $60.0K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 932 | $59.8K | 0.02% | +932 | New |
| GWM Advisors LLC | 902 | $57.9K | 0.00% | +2+0.2% | Added |
| Steward Partners Investment Advisory, LLC | 863 | $55.4K | 0.00% | +863 | New |
| Point72 Asset Management, L.P. | 700 | $44.9K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 679 | $43.6K | 0.00% | +679 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 609 | $39.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 590 | $37.9K | 0.00% | −124−17.4% | Reduced |
| EntryPoint Capital, LLC | 417 | $26.8K | 0.02% | +417 | New |
| Amalgamated Bank | 348 | $22.0K | 0.00% | −1,172−77.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 336 | $21.6K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 250 | $16.0K | 0.00% | +5+2.0% | Added |
| Global X Japan Co., Ltd. | 224 | $14.4K | 0.00% | −97−30.2% | Reduced |
| TD Waterhouse Canada Inc. | 102 | $6.46K | 0.00% | +102 | New |
| M&R Capital Management Inc | 90 | $5.78K | 0.00% | −37−29.1% | Reduced |
| Harbour Investments, Inc. | 82 | $5.26K | 0.00% | +82 | New |
| Parallel Advisors, LLC | 70 | $4.49K | 0.00% | −26−27.1% | Reduced |
| Concord Wealth Partners | 60 | $3.85K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 50 | $3.21K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 41 | $2.63K | 0.00% | +41 | New |
| Lindbrook Capital, LLC | 33 | $2.12K | 0.00% | +1+3.1% | Added |
| Simplex Trading, LLC | 38 | $2.00K | 0.00% | −968−96.2% | Reduced |
| Nisa Investment Advisors, LLC | 31 | $1.99K | 0.00% | +7+29.2% | Added |
| Ronald Blue Trust, Inc. | 27 | $1.73K | 0.00% | −20−42.6% | Reduced |
| Quest Partners LLC | 13 | $834 | 0.00% | +13 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2 | $128 | 0.00% | +2 | New |
| Farther Finance Advisors, LLC | 2 | $127 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 2 | $0 | 0.00% | +1+100.0% | Added |
| 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 |