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, Q4 2024
Institutional positions in Hyster-Yale, Inc. as of Dec 31, 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
- 181
- 0 vs. Q3 2024
- Shares held
- 8.55M
- +60.6K (+0.7%) vs. Q3 2024
- Total value
- $435.6M
- −$105.7M (−19.5%) vs. Q3 2024
- New holders
- 27
- 58 more added
- Sold out
- 27
- 64 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Hyster-Yale, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 1,112,489 | $56.7M | 0.00% | −6,965−0.6% | Reduced |
| BlackRock, Inc. | 876,749 | $44.7M | 0.00% | −4,853−0.6% | Reduced |
| Gamco Investors, Inc. Et Al | 847,257 | $43.2M | 0.45% | −16,839−1.9% | Reduced |
| Dimensional Fund Advisors LP | 515,809 | $26.3M | 0.01% | +5,366+1.1% | Added |
| State Street Corp | 295,041 | $15.0M | 0.00% | −24,503−7.7% | Reduced |
| American Century Companies Inc | 274,924 | $14.0M | 0.01% | +37,432+15.8% | Added |
| Valueworks LLC | 256,340 | $13.1M | 4.35% | −14,615−5.4% | Reduced |
| Geode Capital Management, LLC | 255,322 | $13.0M | 0.00% | −548−0.2% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 218,061 | $11.1M | 0.04% | −2,158−1.0% | Reduced |
| Morgan Stanley | 207,933 | $10.6M | 0.00% | −4,115−1.9% | Reduced |
| Acadian Asset Management LLC | 193,794 | $9.86M | 0.03% | −17,309−8.2% | Reduced |
| ProShare Advisors LLC | 144,433 | $7.36M | 0.02% | +19,975+16.0% | Added |
| Federated Hermes, Inc. | 140,927 | $7.18M | 0.02% | −66,435−32.0% | Reduced |
| Northern Trust Corp | 114,787 | $5.85M | 0.00% | +5,572+5.1% | Added |
| Charles Schwab Investment Management Inc | 113,012 | $5.76M | 0.00% | −2,147−1.9% | Reduced |
| Bank of New York Mellon Corp | 109,206 | $5.56M | 0.00% | +2,446+2.3% | Added |
| Jacobs Levy Equity Management, Inc | 105,281 | $5.36M | 0.02% | −13,801−11.6% | Reduced |
| Millennium Management LLC | 99,255 | $5.06M | 0.00% | +17,120+20.8% | Added |
| Citadel Advisors LLC | 95,829 | $4.88M | 0.00% | +53,708+127.5% | Added |
| Goldman Sachs Group Inc | 85,450 | $4.35M | 0.00% | +3,134+3.8% | Added |
| Prudential Financial Inc | 82,388 | $4.20M | 0.01% | −9,120−10.0% | Reduced |
| Vontobel Holding Ltd. | 81,072 | $4.13M | 0.01% | −7,609−8.6% | Reduced |
| Renaissance Technologies LLC | 80,900 | $4.12M | 0.01% | +35,000+76.3% | Added |
| Foundry Partners, LLC | 78,185 | $3.98M | 0.20% | +4,660+6.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 76,346 | $3.89M | 0.01% | −11,453−13.0% | Reduced |
| Curbstone Financial Management Corp | 73,490 | $3.74M | 0.79% | −2,126−2.8% | Reduced |
| First Trust Advisors LP | 64,098 | $3.26M | 0.00% | +64,098 | New |
| JPMorgan Chase & Co | 63,231 | $3.22M | 0.00% | +39,415+165.5% | Added |
| D. E. Shaw & Co., Inc. | 60,399 | $3.08M | 0.00% | +24,438+68.0% | Added |
| FMR LLC | 56,811 | $2.89M | 0.00% | +5,531+10.8% | Added |
| Swedbank AB | 53,480 | $2.72M | 0.00% | −2,228−4.0% | Reduced |
| Gabelli Funds LLC | 52,700 | $2.68M | 0.02% | −1,200−2.2% | Reduced |
| Isthmus Partners, LLC | 47,184 | $2.40M | 0.29% | +238+0.5% | Added |
| SEI Investments Co | 46,210 | $2.35M | 0.00% | +507+1.1% | Added |
| Bank of America Corp | 44,693 | $2.28M | 0.00% | +6,870+18.2% | Added |
| Johnson Investment Counsel Inc | 44,603 | $2.27M | 0.02% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 44,328 | $2.26M | 0.00% | +1,103+2.6% | Added |
| Deutsche Bank AG | 44,208 | $2.25M | 0.00% | +3,271+8.0% | Added |
| Panagora Asset Management Inc | 44,093 | $2.25M | 0.01% | −4,436−9.1% | Reduced |
| CWM, LLC | 41,711 | $2.12M | 0.01% | −123−0.3% | Reduced |
| Truvestments Capital LLC | 41,132 | $2.09M | 0.54% | +3,680+9.8% | Added |
| De Lisle Partners LLP | 40,241 | $2.04M | 0.30% | 00.0% | Unchanged |
| AQR Capital Management LLC | 37,787 | $1.92M | 0.00% | −10,359−21.5% | Reduced |
| McDonald Partners LLC | 36,576 | $1.86M | 0.48% | −2,527−6.5% | Reduced |
| SG Americas Securities, LLC | 32,168 | $1.64M | 0.01% | −4,042−11.2% | Reduced |
| Scotia Capital Inc. | 31,873 | $1.62M | 0.01% | +223+0.7% | Added |
| Fisher Asset Management, LLC | 30,589 | $1.56M | 0.00% | −1,636−5.1% | Reduced |
| Invesco Ltd. | 30,401 | $1.55M | 0.00% | −1,308−4.1% | Reduced |
| Nuveen Asset Management, LLC | 30,385 | $1.55M | 0.00% | −829−2.7% | Reduced |
| Globeflex Capital L P | 30,269 | $1.54M | 0.13% | −1,716−5.4% | Reduced |
| Brightline Capital Management, LLC | 30,000 | $1.53M | 1.05% | +30,000 | New |
| Bridgeway Capital Management, LLC | 29,399 | $1.50M | 0.03% | +29,399 | New |
| Jane Street Group, LLC | 29,232 | $1.49M | 0.00% | +16,382+127.5% | Added |
| Susquehanna Fundamental Investments, LLC | 29,069 | $1.48M | 0.02% | +29,069 | New |
| Granby Capital Management, LLC | 25,000 | $1.27M | 0.66% | 00.0% | Unchanged |
| Empowered Funds, LLC | 24,399 | $1.24M | 0.02% | +24,399 | New |
| Algert Global LLC | 24,045 | $1.22M | 0.03% | +3,512+17.1% | Added |
| The PNC Financial Services Group, Inc. | 23,967 | $1.22M | 0.00% | +678+2.9% | Added |
| Cubist Systematic Strategies, LLC | 20,813 | $1.06M | 0.02% | +20,813 | New |
| Squarepoint Ops LLC | 20,555 | $1.05M | 0.00% | −2,291−10.0% | Reduced |
| Two Sigma Investments, LP | 20,426 | $1.04M | 0.00% | +12,645+162.5% | Added |
| UBS Group AG | 20,007 | $1.02M | 0.00% | +7,198+56.2% | Added |
| Mork Capital Management, LLC | 19,900 | $1.01M | 0.67% | +19,900 | New |
| Barclays PLC | 19,567 | $996.5K | 0.00% | −6,925−26.1% | Reduced |
| Gsa Capital Partners LLP | 18,973 | $966.0K | 0.07% | +5,400+39.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 18,850 | $959.7K | 0.00% | +1,966+11.6% | Added |
| Franklin Resources Inc | 18,599 | $947.2K | 0.00% | −81−0.4% | Reduced |
| Keybank National Association | 18,586 | $946.6K | 0.00% | −100−0.5% | Reduced |
| Shufro Rose & Co LLC | 9,000 | $874.5K | 0.07% | +9,000 | New |
| Rhumbline Advisers | 17,041 | $867.9K | 0.00% | +106+0.6% | Added |
| UBS Asset Management Americas Inc | 16,789 | $855.1K | 0.00% | +2,468+17.2% | Added |
| Swiss National Bank | 16,600 | $845.4K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 16,224 | $826.3K | 0.00% | −6,473−28.5% | Reduced |
| Martingale Asset Management L P | 15,674 | $798.3K | 0.02% | +5,089+48.1% | Added |
| Islay Capital Management, LLC | 15,252 | $776.8K | 0.54% | −4,066−21.0% | Reduced |
| BNP Paribas Arbitrage, SA | 14,923 | $760.0K | 0.00% | −3,074−17.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 14,661 | $746.7K | 0.00% | −3,094−17.4% | Reduced |
| Alliancebernstein L.P. | 13,808 | $703.2K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 12,897 | $656.8K | 0.00% | −3,148−19.6% | Reduced |
| Voloridge Investment Management, LLC | 12,213 | $622.0K | 0.00% | −5,159−29.7% | Reduced |
| Balyasny Asset Management LLC | 11,509 | $586.2K | 0.00% | +3,054+36.1% | Added |
| STRS Ohio | 11,200 | $570.4K | 0.00% | +1,000+9.8% | Added |
| Victory Capital Management Inc | 11,018 | $561.1K | 0.00% | +4,947+81.5% | Added |
| Dumont & Blake Investment Advisors LLC | 10,859 | $553.0K | 0.15% | −2,300−17.5% | Reduced |
| Citigroup Inc | 10,676 | $543.7K | 0.00% | +1,346+14.4% | Added |
| Dynamic Technology Lab Private Ltd | 10,668 | $543.0K | 0.09% | +10,668 | New |
| Lazard Asset Management LLC | 10,631 | $541.0K | 0.00% | +2,039+23.7% | Added |
| Allspring Global Investments Holdings, LLC | 10,418 | $530.6K | 0.00% | −3,344−24.3% | Reduced |
| Principal Financial Group Inc | 10,092 | $514.0K | 0.00% | +972+10.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 9,959 | $499.6K | 0.00% | −494−4.7% | Reduced |
| LPL Financial LLC | 9,794 | $498.8K | 0.00% | +1,346+15.9% | Added |
| Jump Financial, LLC | 9,773 | $497.7K | 0.01% | +5,398+123.4% | Added |
| A&I Financial Services, LLC | 9,667 | $492.3K | 0.48% | +9,667 | New |
| Legal & General Group Plc | 9,379 | $477.7K | 0.00% | +310+3.4% | Added |
| State of Wisconsin Investment Board | 8,704 | $443.3K | 0.00% | −16,571−65.6% | Reduced |
| XTX Topco Ltd | 8,679 | $442.0K | 0.04% | +8,679 | New |
| Russell Investments Group, Ltd. | 8,200 | $417.6K | 0.00% | −16,045−66.2% | Reduced |
| Raymond James Financial Inc | 8,197 | $417.5K | 0.00% | +8,197 | New |
| California State Teachers Retirement System | 8,089 | $412.0K | 0.00% | −90−1.1% | Reduced |
| Gallacher Capital Management LLC | 7,978 | $406.3K | 0.20% | +885+12.5% | Added |