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 |
|---|---|---|---|---|---|
| Covestor Ltd | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $70 | 0.00% | +1 | New |
| Farther Finance Advisors, LLC | 2 | $134 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 7 | $489 | 0.00% | +7 | New |
| First Horizon Advisors, Inc. | 14 | $976 | 0.00% | +14 | New |
| Allworth Financial LP | 21 | $1.50K | 0.00% | +21 | New |
| LRI Investments, LLC | 25 | $1.74K | 0.00% | +25 | New |
| Ronald Blue Trust, Inc. | 31 | $1.99K | 0.00% | +4+14.8% | Added |
| Lindbrook Capital, LLC | 32 | $2.23K | 0.00% | −1−3.0% | Reduced |
| Creekmur Asset Management LLC | 34 | $2.37K | 0.00% | +34 | New |
| Nisa Investment Advisors, LLC | 38 | $2.65K | 0.00% | +7+22.6% | Added |
| Continuum Advisory, LLC | 39 | $2.72K | 0.00% | +39 | New |
| Parallel Advisors, LLC | 46 | $3.21K | 0.00% | −24−34.3% | Reduced |
| Concord Wealth Partners | 60 | $4.18K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 79 | $5.51K | 0.00% | +79 | New |
| Public Employees Retirement System of Ohio | 83 | $5.79K | 0.00% | +42+102.4% | Added |
| M&R Capital Management Inc | 88 | $6.17K | 0.00% | −2−2.2% | Reduced |
| SRS Capital Advisors, Inc. | 91 | $6.35K | 0.00% | +91 | New |
| Redwood Wealth Management Group, LLC | 110 | $7.67K | 0.01% | +110 | New |
| IFP Advisors, Inc | 150 | $10.5K | 0.00% | +100+200.0% | Added |
| Global X Japan Co., Ltd. | 224 | $15.6K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 271 | $18.9K | 0.00% | +21+8.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 336 | $23.4K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 391 | $27.0K | 0.00% | +43+12.4% | Added |
| Aquatic Capital Management LLC | 400 | $27.9K | 0.00% | +400 | New |
| nVerses Capital, LLC | 500 | $34.9K | 0.02% | −600−54.5% | Reduced |
| Quest Partners LLC | 883 | $61.6K | 0.01% | +870+6,692.3% | Added |
| GWM Advisors LLC | 884 | $61.6K | 0.00% | −18−2.0% | Reduced |
| Clearstead Advisors, LLC | 922 | $64.3K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 933 | $65.0K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 962 | $67.1K | 0.00% | +962 | New |
| New York State Teachers Retirement System | 973 | $68.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,071 | $74.7K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,342 | $92.0K | 0.00% | −14−1.0% | Reduced |
| US Bancorp | 1,333 | $93.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,433 | $100.0K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 1,497 | $104.4K | 0.02% | +1,497 | New |
| Tower Research Capital LLC (TRC) | 1,761 | $122.8K | 0.00% | +285+19.3% | Added |
| Amundi | 2,135 | $144.5K | 0.00% | +740+53.0% | Added |
| Comerica Bank | 2,104 | $146.7K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 2,780 | $193.9K | 0.01% | +2,780 | New |
| Royal Bank of Canada | 2,840 | $198.0K | 0.00% | +475+20.1% | Added |
| Central Pacific Bank - Trust Division | 3,000 | $209.2K | 0.02% | 00.0% | Unchanged |
| Diversified Trust Co | 3,012 | $210.0K | 0.01% | +3,012 | New |
| State Board of Administration of Florida Retirement System | 3,055 | $213.0K | 0.00% | +3,055 | New |
| Harel Insurance Investments & Financial Services Ltd. | 3,158 | $220.0K | 0.00% | −2,152−40.5% | Reduced |
| Verity Asset Management, Inc. | 3,310 | $230.8K | 0.09% | +3,310 | New |
| Graham Capital Management, L.P. | 3,360 | $234.3K | 0.01% | +3,360 | New |
| Keebeck Alpha, LP | 3,570 | $248.9K | 0.18% | −2,138−37.5% | Reduced |
| Citigroup Inc | 3,585 | $250.0K | 0.00% | −7,515−67.7% | Reduced |
| Centiva Capital, LP | 3,668 | $255.8K | 0.01% | −2,074−36.1% | Reduced |
| Janus Henderson Group PLC | 3,706 | $258.0K | 0.00% | −42−1.1% | Reduced |
| Voya Investment Management LLC | 4,005 | $279.3K | 0.00% | +278+7.5% | Added |
| Bailard, Inc. | 4,400 | $306.8K | 0.01% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 4,442 | $309.7K | 0.00% | +200+4.7% | Added |
| New York State Common Retirement Fund | 4,494 | $313.4K | 0.00% | +3+0.1% | Added |
| Wells Fargo & Company | 4,589 | $320.0K | 0.00% | −383−7.7% | Reduced |
| Advisor Group Holdings, Inc. | 4,661 | $325.1K | 0.00% | +92+2.0% | Added |
| Two Sigma Advisers, LP | 4,700 | $327.7K | 0.00% | −6,800−59.1% | Reduced |
| Verition Fund Management LLC | 4,899 | $341.6K | 0.00% | −149−3.0% | Reduced |
| Sherbrooke Park Advisers LLC | 5,036 | $351.2K | 0.06% | +1,343+36.4% | Added |
| Susquehanna Fundamental Investments, LLC | 5,132 | $357.9K | 0.01% | +5,132 | New |
| Chesapeake Capital Corp | 5,148 | $359.0K | 0.47% | +5,148 | New |
| Toroso Investments, LLC | 5,148 | $359.0K | 0.00% | +5,148 | New |
| Janney Montgomery Scott LLC | 5,286 | $369.0K | 0.00% | −2,784−34.5% | Reduced |
| Two Sigma Investments, LP | 5,344 | $372.6K | 0.00% | +5,344 | New |
| Prelude Capital Management, LLC | 5,527 | $385.4K | 0.03% | −4,352−44.1% | Reduced |
| Dark Forest Capital Management LP | 5,873 | $409.5K | 0.07% | +503+9.4% | Added |
| Alps Advisors Inc | 5,974 | $416.6K | 0.00% | −36−0.6% | Reduced |
| Jump Financial, LLC | 6,006 | $418.8K | 0.01% | −8,295−58.0% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 6,109 | $426.0K | 0.02% | −1,400−18.6% | Reduced |
| Corebridge Financial, Inc. | 6,163 | $429.7K | 0.00% | +6,163 | New |
| MetLife Investment Management | 6,636 | $462.7K | 0.00% | +829+14.3% | Added |
| Man Group plc | 6,667 | $464.9K | 0.00% | −2,912−30.4% | Reduced |
| Quadrature Capital Ltd | 6,691 | $466.3K | 0.01% | +1,014+17.9% | Added |
| Kohmann Bosshard Financial Services, LLC | 7,346 | $512.2K | 0.07% | 00.0% | Unchanged |
| Trexquant Investment LP | 7,538 | $525.6K | 0.01% | +7,538 | New |
| Commonwealth Equity Services, LLC | 7,616 | $531.0K | 0.00% | +7,616 | New |
| LPL Financial LLC | 8,406 | $586.2K | 0.00% | −1,959−18.9% | Reduced |
| California State Teachers Retirement System | 8,429 | $587.8K | 0.00% | −172−2.0% | Reduced |
| STRS Ohio | 8,600 | $599.7K | 0.00% | −1,500−14.9% | Reduced |
| Jefferies Financial Group Inc. | 9,228 | $643.5K | 0.01% | −12,944−58.4% | Reduced |
| Balyasny Asset Management LLC | 9,967 | $695.0K | 0.00% | +9,967 | New |
| NBC Securities, Inc. | 10,100 | $704.0K | 0.06% | +3,000+42.3% | Added |
| Raymond James & Associates | 10,148 | $707.6K | 0.00% | −10,080−49.8% | Reduced |
| Globeflex Capital L P | 10,193 | $710.8K | 0.07% | +8,390+465.3% | Added |
| Summit Global Investments | 10,334 | $721.0K | 0.05% | +240+2.4% | Added |
| Allspring Global Investments Holdings, LLC | 10,799 | $753.0K | 0.00% | −3,394−23.9% | Reduced |
| CWM Advisors, LLC | 10,867 | $757.8K | 0.09% | +10,867 | New |
| Legal & General Group Plc | 11,074 | $772.2K | 0.00% | +875+8.6% | Added |
| Squarepoint Ops LLC | 11,089 | $773.2K | 0.00% | −4,292−27.9% | Reduced |
| UBS Group AG | 11,156 | $777.9K | 0.00% | −8,068−42.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 12,387 | $863.7K | 0.07% | −2,424−16.4% | Reduced |
| Dynamic Technology Lab Private Ltd | 12,604 | $879.0K | 0.10% | +5,748+83.8% | Added |
| Teacher Retirement System of Texas | 13,330 | $930.0K | 0.01% | −5,799−30.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 13,756 | $952.2K | 0.00% | −273,942−95.2% | Reduced |
| Alliancebernstein L.P. | 13,808 | $962.8K | 0.00% | +4,280+44.9% | Added |
| Cubist Systematic Strategies, LLC | 13,840 | $965.1K | 0.02% | −20,633−59.9% | Reduced |
| Ameriprise Financial Inc | 14,428 | $1.01M | 0.00% | +9,769+209.7% | Added |
| Zacks Investment Management | 14,716 | $1.03M | 0.01% | +14,716 | New |