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 |
|---|---|---|---|---|---|
| UBS Asset Management Americas Inc | 16,081 | $1.12M | 0.00% | +4,299+36.5% | Added |
| Swiss National Bank | 16,600 | $1.16M | 0.00% | +400+2.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 16,868 | $1.18M | 0.00% | −5,303−23.9% | Reduced |
| Los Angeles Capital Management LLC | 17,565 | $1.22M | 0.00% | −3,100−15.0% | Reduced |
| Rhumbline Advisers | 17,581 | $1.23M | 0.00% | +2,282+14.9% | Added |
| Privium Fund Management (UK) Ltd | 18,429 | $1.24M | 0.48% | +18,429 | New |
| Franklin Resources Inc | 17,835 | $1.24M | 0.00% | +922+5.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 18,100 | $1.26M | 0.00% | +18,100 | New |
| Islay Capital Management, LLC | 19,399 | $1.35M | 0.97% | +19,399 | New |
| Keybank National Association | 20,786 | $1.45M | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 21,128 | $1.47M | 0.00% | +11,986+131.1% | Added |
| Cornercap Investment Counsel Inc | 21,206 | $1.48M | 0.24% | −192−0.9% | Reduced |
| The PNC Financial Services Group, Inc. | 21,375 | $1.49M | 0.00% | −3,647−14.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 21,565 | $1.50M | 0.01% | −1,494−6.5% | Reduced |
| EFG Asset Management (North America) Corp. | 21,662 | $1.51M | 0.26% | −4,648−17.7% | Reduced |
| Barclays PLC | 22,266 | $1.55M | 0.00% | +5,943+36.4% | Added |
| Price T Rowe Associates Inc | 24,849 | $1.73M | 0.00% | +452+1.9% | Added |
| Dumont & Blake Investment Advisors LLC | 26,208 | $1.83M | 0.26% | +21,954+516.1% | Added |
| Russell Investments Group, Ltd. | 26,832 | $1.87M | 0.00% | +830+3.2% | Added |
| BNP Paribas Arbitrage, SA | 28,306 | $1.97M | 0.00% | +9,666+51.9% | Added |
| Algert Global LLC | 28,503 | $1.99M | 0.07% | +21,583+311.9% | Added |
| Bank of America Corp | 28,899 | $2.02M | 0.00% | +2,423+9.2% | Added |
| Qube Research & Technologies Ltd | 29,970 | $2.09M | 0.00% | +20,158+205.4% | Added |
| Scotia Capital Inc. | 30,970 | $2.16M | 0.01% | +30,970 | New |
| Nuveen Asset Management, LLC | 31,214 | $2.18M | 0.00% | −1,563−4.8% | Reduced |
| Truvestments Capital LLC | 31,450 | $2.19M | 0.87% | +3,699+13.3% | Added |
| Voloridge Investment Management, LLC | 31,553 | $2.20M | 0.01% | +9,061+40.3% | Added |
| De Lisle Partners LLP | 32,599 | $2.27M | 0.50% | +32,599 | New |
| State of Wisconsin Investment Board | 32,575 | $2.27M | 0.01% | +10,628+48.4% | Added |
| Fisher Asset Management, LLC | 33,944 | $2.37M | 0.00% | −1,553−4.4% | Reduced |
| D. E. Shaw & Co., Inc. | 36,014 | $2.51M | 0.00% | +36,014 | New |
| JPMorgan Chase & Co | 37,065 | $2.58M | 0.00% | −10,167−21.5% | Reduced |
| FMR LLC | 38,890 | $2.71M | 0.00% | −192,471−83.2% | Reduced |
| Deutsche Bank AG | 39,471 | $2.75M | 0.00% | +33,239+533.4% | Added |
| McDonald Partners LLC | 40,256 | $2.81M | 0.75% | +352+0.9% | Added |
| Hunter Associates Investment Management LLC | 40,650 | $2.84M | 0.48% | −11,450−22.0% | Reduced |
| CWM, LLC | 41,992 | $2.93M | 0.01% | +192+0.5% | Added |
| SEI Investments Co | 44,166 | $3.08M | 0.00% | +8,764+24.8% | Added |
| Susquehanna International Group, LLP | 44,583 | $3.11M | 0.01% | +14,740+49.4% | Added |
| Johnson Investment Counsel Inc | 44,603 | $3.11M | 0.03% | 00.0% | Unchanged |
| Millennium Management LLC | 48,064 | $3.35M | 0.00% | +713+1.5% | Added |
| Panagora Asset Management Inc | 48,329 | $3.37M | 0.02% | +1,553+3.3% | Added |
| Renaissance Technologies LLC | 50,100 | $3.49M | 0.01% | +3,700+8.0% | Added |
| Brandywine Global Investment Management, LLC | 50,651 | $3.53M | 0.03% | +2,474+5.1% | Added |
| Gabelli Funds LLC | 54,700 | $3.81M | 0.03% | −1,100−2.0% | Reduced |
| Isthmus Partners, LLC | 57,306 | $4.00M | 0.47% | −651−1.1% | Reduced |
| Citadel Advisors LLC | 65,961 | $4.60M | 0.00% | +26,526+67.3% | Added |
| Lazard Asset Management LLC | 71,075 | $4.96M | 0.01% | +1,626+2.3% | Added |
| Foundry Partners, LLC | 72,363 | $5.05M | 0.27% | +72,363 | New |
| Swedbank AB | 73,911 | $5.15M | 0.01% | −12,089−14.1% | Reduced |
| Curbstone Financial Management Corp | 75,616 | $5.27M | 1.15% | 00.0% | Unchanged |
| AQR Capital Management LLC | 76,587 | $5.34M | 0.01% | +363+0.5% | Added |
| Invesco Ltd. | 86,432 | $6.03M | 0.00% | +41,283+91.4% | Added |
| Arrowstreet Capital, Limited Partnership | 88,420 | $6.17M | 0.01% | −45,033−33.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 97,589 | $6.80M | 0.02% | +97,589 | New |
| Vontobel Holding Ltd. | 99,237 | $6.92M | 0.02% | −4,772−4.6% | Reduced |
| Prudential Financial Inc | 99,518 | $6.94M | 0.01% | −9,935−9.1% | Reduced |
| Northern Trust Corp | 105,720 | $7.37M | 0.00% | −4,505−4.1% | Reduced |
| Charles Schwab Investment Management Inc | 110,863 | $7.73M | 0.00% | +13,393+13.7% | Added |
| ProShare Advisors LLC | 112,563 | $7.85M | 0.02% | −21,697−16.2% | Reduced |
| Bank of New York Mellon Corp | 115,550 | $8.06M | 0.00% | +2,619+2.3% | Added |
| Goldman Sachs Group Inc | 119,761 | $8.35M | 0.00% | +15,000+14.3% | Added |
| Jacobs Levy Equity Management, Inc | 124,787 | $8.70M | 0.04% | −7,349−5.6% | Reduced |
| Morgan Stanley | 126,907 | $8.85M | 0.00% | +17,044+15.5% | Added |
| American Century Companies Inc | 151,241 | $10.5M | 0.01% | +90,696+149.8% | Added |
| Federated Hermes, Inc. | 207,148 | $14.4M | 0.03% | −246−0.1% | Reduced |
| Acadian Asset Management LLC | 220,865 | $15.4M | 0.05% | +85,906+63.7% | Added |
| Fuller & Thaler Asset Management, Inc. | 225,437 | $15.7M | 0.07% | −1,469−0.6% | Reduced |
| Geode Capital Management, LLC | 254,212 | $17.7M | 0.00% | +15,551+6.5% | Added |
| Valueworks LLC | 256,355 | $17.9M | 5.55% | +2,200+0.9% | Added |
| State Street Corp | 320,806 | $22.4M | 0.00% | +53,949+20.2% | Added |
| Dimensional Fund Advisors LP | 504,472 | $35.2M | 0.01% | −5,868−1.1% | Reduced |
| BlackRock Inc. | 860,582 | $60.0M | 0.00% | +15,774+1.9% | Added |
| Gamco Investors, Inc. Et Al | 911,164 | $63.5M | 0.69% | −71,258−7.3% | Reduced |
| Vanguard Group Inc | 1,087,747 | $75.8M | 0.00% | +25,446+2.4% | Added |
| HRT Financial LP | 0 | $0 | 0.00% | −12,666−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −10,874−100.0% | Sold out |
| Gallacher Capital Management LLC | 0 | $0 | 0.00% | −8,924−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −7,561−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −5,855−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −5,840−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −5,790−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −5,488−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −3,998−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −3,751−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −3,715−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −2,818−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −2,222−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −932−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −863−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −679−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −609−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −590−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −417−100.0% | Sold out |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −102−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −82−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |