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