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, Q2 2024
Institutional positions in Hyster-Yale, Inc. as of Jun 30, 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
- 175
- +12 vs. Q1 2024
- Shares held
- 8.62M
- +167.5K (+2.0%) vs. Q1 2024
- Total value
- $601.1M
- +$63.0M (+11.7%) vs. Q1 2024
- New holders
- 36
- 65 more added
- Sold out
- 24
- 56 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Hyster-Yale, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 1,087,747 | $75.8M | 0.00% | +25,446+2.4% | Added |
| Gamco Investors, Inc. Et Al | 911,164 | $63.5M | 0.69% | −71,258−7.3% | Reduced |
| BlackRock Inc. | 860,582 | $60.0M | 0.00% | +15,774+1.9% | Added |
| Dimensional Fund Advisors LP | 504,472 | $35.2M | 0.01% | −5,868−1.1% | Reduced |
| State Street Corp | 320,806 | $22.4M | 0.00% | +53,949+20.2% | Added |
| Valueworks LLC | 256,355 | $17.9M | 5.55% | +2,200+0.9% | Added |
| Geode Capital Management, LLC | 254,212 | $17.7M | 0.00% | +15,551+6.5% | Added |
| Fuller & Thaler Asset Management, Inc. | 225,437 | $15.7M | 0.07% | −1,469−0.6% | Reduced |
| Acadian Asset Management LLC | 220,865 | $15.4M | 0.05% | +85,906+63.7% | Added |
| Federated Hermes, Inc. | 207,148 | $14.4M | 0.03% | −246−0.1% | Reduced |
| American Century Companies Inc | 151,241 | $10.5M | 0.01% | +90,696+149.8% | Added |
| Morgan Stanley | 126,907 | $8.85M | 0.00% | +17,044+15.5% | Added |
| Jacobs Levy Equity Management, Inc | 124,787 | $8.70M | 0.04% | −7,349−5.6% | Reduced |
| Goldman Sachs Group Inc | 119,761 | $8.35M | 0.00% | +15,000+14.3% | Added |
| Bank of New York Mellon Corp | 115,550 | $8.06M | 0.00% | +2,619+2.3% | Added |
| ProShare Advisors LLC | 112,563 | $7.85M | 0.02% | −21,697−16.2% | Reduced |
| Charles Schwab Investment Management Inc | 110,863 | $7.73M | 0.00% | +13,393+13.7% | Added |
| Northern Trust Corp | 105,720 | $7.37M | 0.00% | −4,505−4.1% | Reduced |
| Prudential Financial Inc | 99,518 | $6.94M | 0.01% | −9,935−9.1% | Reduced |
| Vontobel Holding Ltd. | 99,237 | $6.92M | 0.02% | −4,772−4.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 97,589 | $6.80M | 0.02% | +97,589 | New |
| Arrowstreet Capital, Limited Partnership | 88,420 | $6.17M | 0.01% | −45,033−33.7% | Reduced |
| Invesco Ltd. | 86,432 | $6.03M | 0.00% | +41,283+91.4% | Added |
| AQR Capital Management LLC | 76,587 | $5.34M | 0.01% | +363+0.5% | Added |
| Curbstone Financial Management Corp | 75,616 | $5.27M | 1.15% | 00.0% | Unchanged |
| Swedbank AB | 73,911 | $5.15M | 0.01% | −12,089−14.1% | Reduced |
| Foundry Partners, LLC | 72,363 | $5.05M | 0.27% | +72,363 | New |
| Lazard Asset Management LLC | 71,075 | $4.96M | 0.01% | +1,626+2.3% | Added |
| Citadel Advisors LLC | 65,961 | $4.60M | 0.00% | +26,526+67.3% | Added |
| Isthmus Partners, LLC | 57,306 | $4.00M | 0.47% | −651−1.1% | Reduced |
| Gabelli Funds LLC | 54,700 | $3.81M | 0.03% | −1,100−2.0% | Reduced |
| Brandywine Global Investment Management, LLC | 50,651 | $3.53M | 0.03% | +2,474+5.1% | Added |
| Renaissance Technologies LLC | 50,100 | $3.49M | 0.01% | +3,700+8.0% | Added |
| Panagora Asset Management Inc | 48,329 | $3.37M | 0.02% | +1,553+3.3% | Added |
| Millennium Management LLC | 48,064 | $3.35M | 0.00% | +713+1.5% | Added |
| Johnson Investment Counsel Inc | 44,603 | $3.11M | 0.03% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 44,583 | $3.11M | 0.01% | +14,740+49.4% | Added |
| SEI Investments Co | 44,166 | $3.08M | 0.00% | +8,764+24.8% | Added |
| CWM, LLC | 41,992 | $2.93M | 0.01% | +192+0.5% | Added |
| Hunter Associates Investment Management LLC | 40,650 | $2.84M | 0.48% | −11,450−22.0% | Reduced |
| McDonald Partners LLC | 40,256 | $2.81M | 0.75% | +352+0.9% | Added |
| Deutsche Bank AG | 39,471 | $2.75M | 0.00% | +33,239+533.4% | Added |
| FMR LLC | 38,890 | $2.71M | 0.00% | −192,471−83.2% | Reduced |
| JPMorgan Chase & Co | 37,065 | $2.58M | 0.00% | −10,167−21.5% | Reduced |
| D. E. Shaw & Co., Inc. | 36,014 | $2.51M | 0.00% | +36,014 | New |
| Fisher Asset Management, LLC | 33,944 | $2.37M | 0.00% | −1,553−4.4% | Reduced |
| State of Wisconsin Investment Board | 32,575 | $2.27M | 0.01% | +10,628+48.4% | Added |
| De Lisle Partners LLP | 32,599 | $2.27M | 0.50% | +32,599 | New |
| Voloridge Investment Management, LLC | 31,553 | $2.20M | 0.01% | +9,061+40.3% | Added |
| Truvestments Capital LLC | 31,450 | $2.19M | 0.87% | +3,699+13.3% | Added |
| Nuveen Asset Management, LLC | 31,214 | $2.18M | 0.00% | −1,563−4.8% | Reduced |
| Scotia Capital Inc. | 30,970 | $2.16M | 0.01% | +30,970 | New |
| Qube Research & Technologies Ltd | 29,970 | $2.09M | 0.00% | +20,158+205.4% | Added |
| Bank of America Corp | 28,899 | $2.02M | 0.00% | +2,423+9.2% | Added |
| Algert Global LLC | 28,503 | $1.99M | 0.07% | +21,583+311.9% | Added |
| BNP Paribas Arbitrage, SA | 28,306 | $1.97M | 0.00% | +9,666+51.9% | Added |
| Russell Investments Group, Ltd. | 26,832 | $1.87M | 0.00% | +830+3.2% | Added |
| Dumont & Blake Investment Advisors LLC | 26,208 | $1.83M | 0.26% | +21,954+516.1% | Added |
| Price T Rowe Associates Inc | 24,849 | $1.73M | 0.00% | +452+1.9% | Added |
| Barclays PLC | 22,266 | $1.55M | 0.00% | +5,943+36.4% | Added |
| EFG Asset Management (North America) Corp. | 21,662 | $1.51M | 0.26% | −4,648−17.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 21,565 | $1.50M | 0.01% | −1,494−6.5% | Reduced |
| The PNC Financial Services Group, Inc. | 21,375 | $1.49M | 0.00% | −3,647−14.6% | Reduced |
| Cornercap Investment Counsel Inc | 21,206 | $1.48M | 0.24% | −192−0.9% | Reduced |
| Jane Street Group, LLC | 21,128 | $1.47M | 0.00% | +11,986+131.1% | Added |
| Keybank National Association | 20,786 | $1.45M | 0.01% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 19,399 | $1.35M | 0.97% | +19,399 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 18,100 | $1.26M | 0.00% | +18,100 | New |
| Franklin Resources Inc | 17,835 | $1.24M | 0.00% | +922+5.5% | Added |
| Privium Fund Management (UK) Ltd | 18,429 | $1.24M | 0.48% | +18,429 | New |
| Rhumbline Advisers | 17,581 | $1.23M | 0.00% | +2,282+14.9% | Added |
| Los Angeles Capital Management LLC | 17,565 | $1.22M | 0.00% | −3,100−15.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 16,868 | $1.18M | 0.00% | −5,303−23.9% | Reduced |
| Swiss National Bank | 16,600 | $1.16M | 0.00% | +400+2.5% | Added |
| UBS Asset Management Americas Inc | 16,081 | $1.12M | 0.00% | +4,299+36.5% | Added |
| Zacks Investment Management | 14,716 | $1.03M | 0.01% | +14,716 | New |
| Ameriprise Financial Inc | 14,428 | $1.01M | 0.00% | +9,769+209.7% | Added |
| Cubist Systematic Strategies, LLC | 13,840 | $965.1K | 0.02% | −20,633−59.9% | Reduced |
| Alliancebernstein L.P. | 13,808 | $962.8K | 0.00% | +4,280+44.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 13,756 | $952.2K | 0.00% | −273,942−95.2% | Reduced |
| Teacher Retirement System of Texas | 13,330 | $930.0K | 0.01% | −5,799−30.3% | Reduced |
| Dynamic Technology Lab Private Ltd | 12,604 | $879.0K | 0.10% | +5,748+83.8% | Added |
| Campbell & CO Investment Adviser LLC | 12,387 | $863.7K | 0.07% | −2,424−16.4% | Reduced |
| UBS Group AG | 11,156 | $777.9K | 0.00% | −8,068−42.0% | Reduced |
| Squarepoint Ops LLC | 11,089 | $773.2K | 0.00% | −4,292−27.9% | Reduced |
| Legal & General Group Plc | 11,074 | $772.2K | 0.00% | +875+8.6% | Added |
| CWM Advisors, LLC | 10,867 | $757.8K | 0.09% | +10,867 | New |
| Allspring Global Investments Holdings, LLC | 10,799 | $753.0K | 0.00% | −3,394−23.9% | Reduced |
| Summit Global Investments | 10,334 | $721.0K | 0.05% | +240+2.4% | Added |
| Globeflex Capital L P | 10,193 | $710.8K | 0.07% | +8,390+465.3% | Added |
| Raymond James & Associates | 10,148 | $707.6K | 0.00% | −10,080−49.8% | Reduced |
| NBC Securities, Inc. | 10,100 | $704.0K | 0.06% | +3,000+42.3% | Added |
| Balyasny Asset Management LLC | 9,967 | $695.0K | 0.00% | +9,967 | New |
| Jefferies Financial Group Inc. | 9,228 | $643.5K | 0.01% | −12,944−58.4% | Reduced |
| STRS Ohio | 8,600 | $599.7K | 0.00% | −1,500−14.9% | Reduced |
| California State Teachers Retirement System | 8,429 | $587.8K | 0.00% | −172−2.0% | Reduced |
| LPL Financial LLC | 8,406 | $586.2K | 0.00% | −1,959−18.9% | Reduced |
| Commonwealth Equity Services, LLC | 7,616 | $531.0K | 0.00% | +7,616 | New |
| Trexquant Investment LP | 7,538 | $525.6K | 0.01% | +7,538 | New |
| Kohmann Bosshard Financial Services, LLC | 7,346 | $512.2K | 0.07% | 00.0% | Unchanged |