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 |
|---|---|---|---|---|---|
| Hemington Wealth Management | 13 | $0 | 0.00% | +13 | New |
| TFC Financial Management | 1 | $64 | 0.00% | +1 | New |
| Farther Finance Advisors, LLC | 2 | $128 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 5 | $318 | 0.00% | +5 | New |
| Rothschild Investment LLC | 5 | $319 | 0.00% | +5 | New |
| Capital Performance Advisors LLP | 9 | $574 | 0.00% | +9 | New |
| First Horizon Advisors, Inc. | 14 | $892 | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 15 | $1.00K | 0.00% | +15 | New |
| Venturi Wealth Management, LLC | 16 | $1.02K | 0.00% | +16 | New |
| LRI Investments, LLC | 25 | $1.32K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 21 | $1.34K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 24 | $1.53K | 0.00% | +24 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 29 | $1.85K | 0.00% | +29 | New |
| Continuum Advisory, LLC | 39 | $2.07K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 34 | $2.17K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 40 | $2.55K | 0.00% | +8+25.0% | Added |
| Huntington National Bank | 41 | $2.62K | 0.00% | +40+4,000.0% | Added |
| Ronald Blue Trust, Inc. | 40 | $2.79K | 0.00% | +9+29.0% | Added |
| Parallel Advisors, LLC | 46 | $2.93K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 50 | $3.19K | 0.00% | +50 | New |
| Concord Wealth Partners | 60 | $3.83K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 67 | $4.27K | 0.00% | +29+76.3% | Added |
| GPS Wealth Strategies Group, LLC | 70 | $4.46K | 0.00% | +70 | New |
| M&R Capital Management Inc | 73 | $4.65K | 0.00% | −15−17.0% | Reduced |
| Harbour Investments, Inc. | 75 | $4.78K | 0.00% | +75 | New |
| Quarry LP | 91 | $5.80K | 0.00% | +91 | New |
| SRS Capital Advisors, Inc. | 91 | $5.80K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 95 | $6.09K | 0.00% | +16+20.3% | Added |
| Public Employees Retirement System of Ohio | 136 | $8.67K | 0.00% | +53+63.9% | Added |
| Meeder Asset Management Inc | 142 | $9.05K | 0.00% | +142 | New |
| IFP Advisors, Inc | 150 | $9.56K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 189 | $12.1K | 0.00% | +189 | New |
| Bokf, NA | 200 | $12.5K | 0.00% | +200 | New |
| Simplex Trading, LLC | 216 | $13.0K | 0.00% | +216 | New |
| Global X Japan Co., Ltd. | 220 | $14.0K | 0.00% | −4−1.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 336 | $21.4K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 355 | $22.6K | 0.00% | +84+31.0% | Added |
| Amalgamated Bank | 391 | $25.0K | 0.00% | 00.0% | Unchanged |
| nVerses Capital, LLC | 400 | $25.5K | 0.01% | −100−20.0% | Reduced |
| Covestor Ltd | 429 | $27.0K | 0.02% | +427+21,350.0% | Added |
| Pinpoint Asset Management Ltd | 507 | $32.3K | 0.01% | +507 | New |
| Harel Insurance Investments & Financial Services Ltd. | 862 | $55.0K | 0.00% | −2,296−72.7% | Reduced |
| GWM Advisors LLC | 886 | $56.5K | 0.00% | +2+0.2% | Added |
| Clearstead Advisors, LLC | 922 | $58.8K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 933 | $60.0K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 962 | $61.3K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 973 | $62.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,071 | $68.3K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,249 | $78.0K | 0.00% | −93−6.9% | Reduced |
| US Bancorp | 1,337 | $85.3K | 0.00% | +4+0.3% | Added |
| Arlington Trust Co LLC | 1,497 | $95.5K | 0.02% | 00.0% | Unchanged |
| Comerica Bank | 2,104 | $134.2K | 0.00% | 00.0% | Unchanged |
| Amundi | 2,079 | $135.5K | 0.00% | −56−2.6% | Reduced |
| Royal Bank of Canada | 2,189 | $139.0K | 0.00% | −651−22.9% | Reduced |
| Quest Partners LLC | 2,552 | $162.7K | 0.01% | +1,669+189.0% | Added |
| Tower Research Capital LLC (TRC) | 2,570 | $163.9K | 0.00% | +809+45.9% | Added |
| Central Pacific Bank - Trust Division | 3,000 | $191.3K | 0.02% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 3,194 | $204.0K | 0.00% | −10,136−76.0% | Reduced |
| Two Sigma Advisers, LP | 3,300 | $210.4K | 0.00% | −1,400−29.8% | Reduced |
| Massachusetts Financial Services Co | 3,617 | $230.7K | 0.00% | +3,617 | New |
| Graham Capital Management, L.P. | 3,638 | $232.0K | 0.01% | +278+8.3% | Added |
| Aquatic Capital Management LLC | 3,700 | $235.9K | 0.01% | +3,300+825.0% | Added |
| Janus Henderson Group PLC | 3,706 | $236.2K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 3,510 | $236.8K | 0.00% | +3,510 | New |
| Janney Montgomery Scott LLC | 3,925 | $250.0K | 0.00% | −1,361−25.7% | Reduced |
| Voya Investment Management LLC | 3,972 | $253.3K | 0.00% | −33−0.8% | Reduced |
| Jump Financial, LLC | 4,375 | $279.0K | 0.01% | −1,631−27.2% | Reduced |
| Bailard, Inc. | 4,400 | $280.6K | 0.01% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 4,494 | $286.6K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,592 | $292.8K | 0.00% | −69−1.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 4,766 | $303.9K | 0.02% | −7,621−61.5% | Reduced |
| Chesapeake Capital Corp | 4,837 | $308.3K | 0.28% | −311−6.0% | Reduced |
| Toroso Investments, LLC | 4,837 | $308.5K | 0.00% | −311−6.0% | Reduced |
| Centiva Capital, LP | 5,434 | $346.5K | 0.02% | +1,766+48.1% | Added |
| Summit Global Investments | 5,678 | $362.0K | 0.02% | −4,656−45.1% | Reduced |
| Alps Advisors Inc | 6,001 | $382.7K | 0.00% | +27+0.5% | Added |
| Victory Capital Management Inc | 6,071 | $387.1K | 0.00% | +6,071 | New |
| Susquehanna Portfolio Strategies, LLC | 6,109 | $389.6K | 0.03% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 6,126 | $390.7K | 0.00% | −37−0.6% | Reduced |
| Manufacturers Life Insurance Company, The | 6,280 | $400.5K | 0.00% | +1,838+41.4% | Added |
| MetLife Investment Management | 6,636 | $423.2K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 6,668 | $425.2K | 0.00% | +1,769+36.1% | Added |
| Gallacher Capital Management LLC | 7,093 | $452.4K | 0.21% | +7,093 | New |
| Kohmann Bosshard Financial Services, LLC | 7,346 | $468.5K | 0.06% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 7,781 | $496.2K | 0.00% | +2,437+45.6% | Added |
| Raymond James & Associates | 8,108 | $517.0K | 0.00% | −2,040−20.1% | Reduced |
| Commonwealth Equity Services, LLC | 8,126 | $518.0K | 0.00% | +510+6.7% | Added |
| California State Teachers Retirement System | 8,179 | $521.6K | 0.00% | −250−3.0% | Reduced |
| LPL Financial LLC | 8,448 | $538.7K | 0.00% | +42+0.5% | Added |
| Balyasny Asset Management LLC | 8,455 | $539.2K | 0.00% | −1,512−15.2% | Reduced |
| Lazard Asset Management LLC | 8,592 | $547.0K | 0.00% | −62,483−87.9% | Reduced |
| Legal & General Group Plc | 9,069 | $578.3K | 0.00% | −2,005−18.1% | Reduced |
| Principal Financial Group Inc | 9,120 | $581.6K | 0.00% | +9,120 | New |
| Citigroup Inc | 9,330 | $595.0K | 0.00% | +5,745+160.3% | Added |
| Wells Fargo & Company | 10,072 | $642.3K | 0.00% | +5,483+119.5% | Added |
| NBC Securities, Inc. | 10,100 | $644.0K | 0.05% | 00.0% | Unchanged |
| STRS Ohio | 10,200 | $650.5K | 0.00% | +1,600+18.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 10,453 | $666.2K | 0.00% | −3,303−24.0% | Reduced |
| Martingale Asset Management L P | 10,585 | $675.0K | 0.02% | +10,585 | New |
| UBS Group AG | 12,809 | $816.8K | 0.00% | +1,653+14.8% | Added |