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 |
|---|---|---|---|---|---|
| Jane Street Group, LLC | 12,850 | $819.4K | 0.00% | −8,278−39.2% | Reduced |
| Dumont & Blake Investment Advisors LLC | 13,159 | $839.1K | 0.22% | −13,049−49.8% | Reduced |
| Gsa Capital Partners LLP | 13,573 | $866.0K | 0.07% | +13,573 | New |
| Allspring Global Investments Holdings, LLC | 13,762 | $877.6K | 0.00% | +2,963+27.4% | Added |
| Alliancebernstein L.P. | 13,808 | $880.5K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 14,321 | $913.3K | 0.00% | −1,760−10.9% | Reduced |
| Los Angeles Capital Management LLC | 16,045 | $1.02M | 0.00% | −1,520−8.7% | Reduced |
| Swiss National Bank | 16,600 | $1.06M | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 16,884 | $1.08M | 0.00% | +16+0.1% | Added |
| Rhumbline Advisers | 16,935 | $1.08M | 0.00% | −646−3.7% | Reduced |
| Tudor Investment Corp Et Al | 17,253 | $1.10M | 0.01% | +17,253 | New |
| EFG Asset Management (North America) Corp. | 17,348 | $1.11M | 0.18% | −4,314−19.9% | Reduced |
| Voloridge Investment Management, LLC | 17,372 | $1.11M | 0.00% | −14,181−44.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 17,755 | $1.13M | 0.01% | −3,810−17.7% | Reduced |
| BNP Paribas Arbitrage, SA | 17,997 | $1.15M | 0.00% | −10,309−36.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 18,100 | $1.15M | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 18,280 | $1.17M | 0.00% | −26,303−59.0% | Reduced |
| Keybank National Association | 18,686 | $1.19M | 0.00% | −2,100−10.1% | Reduced |
| Islay Capital Management, LLC | 19,318 | $1.23M | 0.83% | −81−0.4% | Reduced |
| Franklin Resources Inc | 18,680 | $1.26M | 0.00% | +845+4.7% | Added |
| CWM Advisors, LLC | 20,299 | $1.29M | 0.13% | +9,432+86.8% | Added |
| Algert Global LLC | 20,533 | $1.31M | 0.04% | −7,970−28.0% | Reduced |
| Price T Rowe Associates Inc | 21,438 | $1.37M | 0.00% | −3,411−13.7% | Reduced |
| Qube Research & Technologies Ltd | 22,697 | $1.45M | 0.00% | −7,273−24.3% | Reduced |
| Squarepoint Ops LLC | 22,846 | $1.46M | 0.00% | +11,757+106.0% | Added |
| Hunter Associates Investment Management LLC | 22,800 | $1.46M | 0.23% | −17,850−43.9% | Reduced |
| The PNC Financial Services Group, Inc. | 23,289 | $1.49M | 0.00% | +1,914+9.0% | Added |
| JPMorgan Chase & Co | 23,816 | $1.52M | 0.00% | −13,249−35.7% | Reduced |
| Russell Investments Group, Ltd. | 24,245 | $1.55M | 0.00% | −2,587−9.6% | Reduced |
| Granby Capital Management, LLC | 25,000 | $1.59M | 0.82% | +25,000 | New |
| State of Wisconsin Investment Board | 25,275 | $1.61M | 0.00% | −7,300−22.4% | Reduced |
| Barclays PLC | 26,492 | $1.69M | 0.00% | +4,226+19.0% | Added |
| Segall Bryant & Hamill, LLC | 29,958 | $1.91M | 0.03% | +29,958 | New |
| Nuveen Asset Management, LLC | 31,214 | $1.99M | 0.00% | 00.0% | Unchanged |
| Scotia Capital Inc. | 31,650 | $2.02M | 0.01% | +680+2.2% | Added |
| Invesco Ltd. | 31,709 | $2.02M | 0.00% | −54,723−63.3% | Reduced |
| Globeflex Capital L P | 31,985 | $2.04M | 0.20% | +21,792+213.8% | Added |
| Zacks Investment Management | 32,063 | $2.04M | 0.02% | +17,347+117.9% | Added |
| Fisher Asset Management, LLC | 32,225 | $2.05M | 0.00% | −1,719−5.1% | Reduced |
| D. E. Shaw & Co., Inc. | 35,961 | $2.29M | 0.00% | −53−0.1% | Reduced |
| SG Americas Securities, LLC | 36,210 | $2.31M | 0.01% | +36,210 | New |
| Truvestments Capital LLC | 37,452 | $2.39M | 0.64% | +6,002+19.1% | Added |
| Bank of America Corp | 37,823 | $2.41M | 0.00% | +8,924+30.9% | Added |
| McDonald Partners LLC | 39,103 | $2.49M | 0.62% | −1,153−2.9% | Reduced |
| De Lisle Partners LLP | 40,241 | $2.56M | 0.42% | +7,642+23.4% | Added |
| Deutsche Bank AG | 40,937 | $2.61M | 0.00% | +1,466+3.7% | Added |
| CWM, LLC | 41,834 | $2.67M | 0.01% | −158−0.4% | Reduced |
| Citadel Advisors LLC | 42,121 | $2.69M | 0.00% | −23,840−36.1% | Reduced |
| Ameriprise Financial Inc | 43,225 | $2.76M | 0.00% | +28,797+199.6% | Added |
| Johnson Investment Counsel Inc | 44,603 | $2.84M | 0.03% | 00.0% | Unchanged |
| SEI Investments Co | 45,703 | $2.91M | 0.00% | +1,537+3.5% | Added |
| Renaissance Technologies LLC | 45,900 | $2.93M | 0.00% | −4,200−8.4% | Reduced |
| Isthmus Partners, LLC | 46,946 | $2.99M | 0.36% | −10,360−18.1% | Reduced |
| AQR Capital Management LLC | 48,146 | $3.07M | 0.00% | −28,441−37.1% | Reduced |
| Panagora Asset Management Inc | 48,529 | $3.09M | 0.01% | +200+0.4% | Added |
| FMR LLC | 51,280 | $3.27M | 0.00% | +12,390+31.9% | Added |
| Brandywine Global Investment Management, LLC | 49,262 | $3.32M | 0.02% | −1,389−2.7% | Reduced |
| Gabelli Funds LLC | 53,900 | $3.44M | 0.02% | −800−1.5% | Reduced |
| Swedbank AB | 55,708 | $3.55M | 0.00% | −18,203−24.6% | Reduced |
| Foundry Partners, LLC | 73,525 | $4.69M | 0.23% | +1,162+1.6% | Added |
| Curbstone Financial Management Corp | 75,616 | $4.82M | 1.03% | 00.0% | Unchanged |
| Millennium Management LLC | 82,135 | $5.24M | 0.00% | +34,071+70.9% | Added |
| Goldman Sachs Group Inc | 82,316 | $5.25M | 0.00% | −37,445−31.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 87,799 | $5.60M | 0.01% | −9,790−10.0% | Reduced |
| Vontobel Holding Ltd. | 88,681 | $5.66M | 0.02% | −10,556−10.6% | Reduced |
| Prudential Financial Inc | 91,508 | $5.84M | 0.01% | −8,010−8.0% | Reduced |
| Bank of New York Mellon Corp | 106,760 | $6.81M | 0.00% | −8,790−7.6% | Reduced |
| Northern Trust Corp | 109,215 | $6.96M | 0.00% | +3,495+3.3% | Added |
| Charles Schwab Investment Management Inc | 115,159 | $7.34M | 0.00% | +4,296+3.9% | Added |
| Jacobs Levy Equity Management, Inc | 119,082 | $7.59M | 0.03% | −5,705−4.6% | Reduced |
| ProShare Advisors LLC | 124,458 | $7.94M | 0.02% | +11,895+10.6% | Added |
| Federated Hermes, Inc. | 207,362 | $13.2M | 0.03% | +214+0.1% | Added |
| Acadian Asset Management LLC | 211,103 | $13.5M | 0.04% | −9,762−4.4% | Reduced |
| Morgan Stanley | 212,048 | $13.5M | 0.00% | +85,141+67.1% | Added |
| Fuller & Thaler Asset Management, Inc. | 220,219 | $14.0M | 0.06% | −5,218−2.3% | Reduced |
| American Century Companies Inc | 237,492 | $15.1M | 0.01% | +86,251+57.0% | Added |
| Geode Capital Management, LLC | 255,870 | $16.3M | 0.00% | +1,658+0.7% | Added |
| Valueworks LLC | 270,955 | $17.3M | 5.50% | +14,600+5.7% | Added |
| State Street Corp | 319,544 | $20.4M | 0.00% | −1,262−0.4% | Reduced |
| Dimensional Fund Advisors LP | 510,443 | $32.6M | 0.01% | +5,971+1.2% | Added |
| Gamco Investors, Inc. Et Al | 864,096 | $55.1M | 0.56% | −47,068−5.2% | Reduced |
| BlackRock, Inc. | 881,602 | $56.2M | 0.00% | +881,602 | New |
| Vanguard Group Inc | 1,119,454 | $71.4M | 0.00% | +31,707+2.9% | Added |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −88,420−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −21,206−100.0% | Sold out |
| Privium Fund Management (UK) Ltd | 0 | $0 | 0.00% | −18,429−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −13,840−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −12,604−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −9,228−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −7,538−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −6,691−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −6,667−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −5,873−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −5,527−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −5,036−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −3,570−100.0% | Sold out |
| Verity Asset Management, Inc. | 0 | $0 | 0.00% | −3,310−100.0% | Sold out |
| State Board of Administration of Florida Retirement System | 0 | $0 | 0.00% | −3,055−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −3,012−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −2,780−100.0% | Sold out |