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, Q3 2024
Institutional positions in Hyster-Yale, Inc. as of Sep 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
- 183
- +11 vs. Q2 2024
- Shares held
- 8.49M
- +739.3K (+9.5%) vs. Q2 2024
- Total value
- $541.9M
- +$1.27M (+0.2%) vs. Q2 2024
- New holders
- 30
- 55 more added
- Sold out
- 19
- 65 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Hyster-Yale, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 1,119,454 | $71.4M | 0.00% | +31,707+2.9% | Added |
| BlackRock, Inc. | 881,602 | $56.2M | 0.00% | +881,602 | New |
| Gamco Investors, Inc. Et Al | 864,096 | $55.1M | 0.56% | −47,068−5.2% | Reduced |
| Dimensional Fund Advisors LP | 510,443 | $32.6M | 0.01% | +5,971+1.2% | Added |
| State Street Corp | 319,544 | $20.4M | 0.00% | −1,262−0.4% | Reduced |
| Valueworks LLC | 270,955 | $17.3M | 5.50% | +14,600+5.7% | Added |
| Geode Capital Management, LLC | 255,870 | $16.3M | 0.00% | +1,658+0.7% | Added |
| American Century Companies Inc | 237,492 | $15.1M | 0.01% | +86,251+57.0% | Added |
| Fuller & Thaler Asset Management, Inc. | 220,219 | $14.0M | 0.06% | −5,218−2.3% | Reduced |
| Morgan Stanley | 212,048 | $13.5M | 0.00% | +85,141+67.1% | Added |
| Acadian Asset Management LLC | 211,103 | $13.5M | 0.04% | −9,762−4.4% | Reduced |
| Federated Hermes, Inc. | 207,362 | $13.2M | 0.03% | +214+0.1% | Added |
| ProShare Advisors LLC | 124,458 | $7.94M | 0.02% | +11,895+10.6% | Added |
| Jacobs Levy Equity Management, Inc | 119,082 | $7.59M | 0.03% | −5,705−4.6% | Reduced |
| Charles Schwab Investment Management Inc | 115,159 | $7.34M | 0.00% | +4,296+3.9% | Added |
| Northern Trust Corp | 109,215 | $6.96M | 0.00% | +3,495+3.3% | Added |
| Bank of New York Mellon Corp | 106,760 | $6.81M | 0.00% | −8,790−7.6% | Reduced |
| Prudential Financial Inc | 91,508 | $5.84M | 0.01% | −8,010−8.0% | Reduced |
| Vontobel Holding Ltd. | 88,681 | $5.66M | 0.02% | −10,556−10.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 87,799 | $5.60M | 0.01% | −9,790−10.0% | Reduced |
| Goldman Sachs Group Inc | 82,316 | $5.25M | 0.00% | −37,445−31.3% | Reduced |
| Millennium Management LLC | 82,135 | $5.24M | 0.00% | +34,071+70.9% | Added |
| Curbstone Financial Management Corp | 75,616 | $4.82M | 1.03% | 00.0% | Unchanged |
| Foundry Partners, LLC | 73,525 | $4.69M | 0.23% | +1,162+1.6% | Added |
| Swedbank AB | 55,708 | $3.55M | 0.00% | −18,203−24.6% | Reduced |
| Gabelli Funds LLC | 53,900 | $3.44M | 0.02% | −800−1.5% | Reduced |
| Brandywine Global Investment Management, LLC | 49,262 | $3.32M | 0.02% | −1,389−2.7% | Reduced |
| FMR LLC | 51,280 | $3.27M | 0.00% | +12,390+31.9% | Added |
| Panagora Asset Management Inc | 48,529 | $3.09M | 0.01% | +200+0.4% | Added |
| AQR Capital Management LLC | 48,146 | $3.07M | 0.00% | −28,441−37.1% | Reduced |
| Isthmus Partners, LLC | 46,946 | $2.99M | 0.36% | −10,360−18.1% | Reduced |
| Renaissance Technologies LLC | 45,900 | $2.93M | 0.00% | −4,200−8.4% | Reduced |
| SEI Investments Co | 45,703 | $2.91M | 0.00% | +1,537+3.5% | Added |
| Johnson Investment Counsel Inc | 44,603 | $2.84M | 0.03% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 43,225 | $2.76M | 0.00% | +28,797+199.6% | Added |
| Citadel Advisors LLC | 42,121 | $2.69M | 0.00% | −23,840−36.1% | Reduced |
| CWM, LLC | 41,834 | $2.67M | 0.01% | −158−0.4% | Reduced |
| Deutsche Bank AG | 40,937 | $2.61M | 0.00% | +1,466+3.7% | Added |
| De Lisle Partners LLP | 40,241 | $2.56M | 0.42% | +7,642+23.4% | Added |
| McDonald Partners LLC | 39,103 | $2.49M | 0.62% | −1,153−2.9% | Reduced |
| Bank of America Corp | 37,823 | $2.41M | 0.00% | +8,924+30.9% | Added |
| Truvestments Capital LLC | 37,452 | $2.39M | 0.64% | +6,002+19.1% | Added |
| SG Americas Securities, LLC | 36,210 | $2.31M | 0.01% | +36,210 | New |
| D. E. Shaw & Co., Inc. | 35,961 | $2.29M | 0.00% | −53−0.1% | Reduced |
| Fisher Asset Management, LLC | 32,225 | $2.05M | 0.00% | −1,719−5.1% | Reduced |
| Zacks Investment Management | 32,063 | $2.04M | 0.02% | +17,347+117.9% | Added |
| Globeflex Capital L P | 31,985 | $2.04M | 0.20% | +21,792+213.8% | Added |
| Invesco Ltd. | 31,709 | $2.02M | 0.00% | −54,723−63.3% | Reduced |
| Scotia Capital Inc. | 31,650 | $2.02M | 0.01% | +680+2.2% | Added |
| Nuveen Asset Management, LLC | 31,214 | $1.99M | 0.00% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 29,958 | $1.91M | 0.03% | +29,958 | New |
| Barclays PLC | 26,492 | $1.69M | 0.00% | +4,226+19.0% | Added |
| State of Wisconsin Investment Board | 25,275 | $1.61M | 0.00% | −7,300−22.4% | Reduced |
| Granby Capital Management, LLC | 25,000 | $1.59M | 0.82% | +25,000 | New |
| Russell Investments Group, Ltd. | 24,245 | $1.55M | 0.00% | −2,587−9.6% | Reduced |
| JPMorgan Chase & Co | 23,816 | $1.52M | 0.00% | −13,249−35.7% | Reduced |
| The PNC Financial Services Group, Inc. | 23,289 | $1.49M | 0.00% | +1,914+9.0% | Added |
| Hunter Associates Investment Management LLC | 22,800 | $1.46M | 0.23% | −17,850−43.9% | Reduced |
| Squarepoint Ops LLC | 22,846 | $1.46M | 0.00% | +11,757+106.0% | Added |
| Qube Research & Technologies Ltd | 22,697 | $1.45M | 0.00% | −7,273−24.3% | Reduced |
| Price T Rowe Associates Inc | 21,438 | $1.37M | 0.00% | −3,411−13.7% | Reduced |
| Algert Global LLC | 20,533 | $1.31M | 0.04% | −7,970−28.0% | Reduced |
| CWM Advisors, LLC | 20,299 | $1.29M | 0.13% | +9,432+86.8% | Added |
| Franklin Resources Inc | 18,680 | $1.26M | 0.00% | +845+4.7% | Added |
| Islay Capital Management, LLC | 19,318 | $1.23M | 0.83% | −81−0.4% | Reduced |
| Keybank National Association | 18,686 | $1.19M | 0.00% | −2,100−10.1% | Reduced |
| Susquehanna International Group, LLP | 18,280 | $1.17M | 0.00% | −26,303−59.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 18,100 | $1.15M | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 17,997 | $1.15M | 0.00% | −10,309−36.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 17,755 | $1.13M | 0.01% | −3,810−17.7% | Reduced |
| Voloridge Investment Management, LLC | 17,372 | $1.11M | 0.00% | −14,181−44.9% | Reduced |
| EFG Asset Management (North America) Corp. | 17,348 | $1.11M | 0.18% | −4,314−19.9% | Reduced |
| Tudor Investment Corp Et Al | 17,253 | $1.10M | 0.01% | +17,253 | New |
| Rhumbline Advisers | 16,935 | $1.08M | 0.00% | −646−3.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 16,884 | $1.08M | 0.00% | +16+0.1% | Added |
| Swiss National Bank | 16,600 | $1.06M | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 16,045 | $1.02M | 0.00% | −1,520−8.7% | Reduced |
| UBS Asset Management Americas Inc | 14,321 | $913.3K | 0.00% | −1,760−10.9% | Reduced |
| Alliancebernstein L.P. | 13,808 | $880.5K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 13,762 | $877.6K | 0.00% | +2,963+27.4% | Added |
| Gsa Capital Partners LLP | 13,573 | $866.0K | 0.07% | +13,573 | New |
| Dumont & Blake Investment Advisors LLC | 13,159 | $839.1K | 0.22% | −13,049−49.8% | Reduced |
| Jane Street Group, LLC | 12,850 | $819.4K | 0.00% | −8,278−39.2% | Reduced |
| UBS Group AG | 12,809 | $816.8K | 0.00% | +1,653+14.8% | Added |
| Martingale Asset Management L P | 10,585 | $675.0K | 0.02% | +10,585 | New |
| Mirae Asset Global Investments Co., Ltd. | 10,453 | $666.2K | 0.00% | −3,303−24.0% | Reduced |
| STRS Ohio | 10,200 | $650.5K | 0.00% | +1,600+18.6% | Added |
| NBC Securities, Inc. | 10,100 | $644.0K | 0.05% | 00.0% | Unchanged |
| Wells Fargo & Company | 10,072 | $642.3K | 0.00% | +5,483+119.5% | Added |
| Citigroup Inc | 9,330 | $595.0K | 0.00% | +5,745+160.3% | Added |
| Principal Financial Group Inc | 9,120 | $581.6K | 0.00% | +9,120 | New |
| Legal & General Group Plc | 9,069 | $578.3K | 0.00% | −2,005−18.1% | Reduced |
| Lazard Asset Management LLC | 8,592 | $547.0K | 0.00% | −62,483−87.9% | Reduced |
| Balyasny Asset Management LLC | 8,455 | $539.2K | 0.00% | −1,512−15.2% | Reduced |
| LPL Financial LLC | 8,448 | $538.7K | 0.00% | +42+0.5% | Added |
| California State Teachers Retirement System | 8,179 | $521.6K | 0.00% | −250−3.0% | Reduced |
| Commonwealth Equity Services, LLC | 8,126 | $518.0K | 0.00% | +510+6.7% | Added |
| Raymond James & Associates | 8,108 | $517.0K | 0.00% | −2,040−20.1% | Reduced |
| Two Sigma Investments, LP | 7,781 | $496.2K | 0.00% | +2,437+45.6% | Added |
| Kohmann Bosshard Financial Services, LLC | 7,346 | $468.5K | 0.06% | 00.0% | Unchanged |