Skip to main content
Livermore
Livermore
ZHEN

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.

Q4 2024 vs. Q3 2024

How the institutions holding Hyster-Yale, Inc. changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of HY: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders18321810
Shares8.49M8.18K8.55M+60.6K (+0.7%)
Value$541.9M$521.7K$435.6M−$105.7M (−19.5%)

2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (27)

Institutions that held Hyster-Yale, Inc. at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to HY in Q4 2024
InstitutionSharesValue% of portfolio
First Trust Advisors LP64,098$3.26M0.00%
Brightline Capital Management, LLC30,000$1.53M1.05%
Bridgeway Capital Management, LLC29,399$1.50M0.03%
Susquehanna Fundamental Investments, LLC29,069$1.48M0.02%
Empowered Funds, LLC24,399$1.24M0.02%
Cubist Systematic Strategies, LLC20,813$1.06M0.02%
Mork Capital Management, LLC19,900$1.01M0.67%
Shufro Rose & Co LLC9,000$874.5K0.07%
Dynamic Technology Lab Private Ltd10,668$543.0K0.09%
A&I Financial Services, LLC9,667$492.3K0.48%
XTX Topco Ltd8,679$442.0K0.04%
Raymond James Financial Inc8,197$417.5K0.00%
Hussman Strategic Advisors, Inc.6,300$320.9K0.09%
Point72 Asset Management, L.P.6,200$315.8K0.00%
ExodusPoint Capital Management, LP6,161$314.0K0.00%
Intech Investment Management LLC5,420$276.0K0.00%
Sherbrooke Park Advisers LLC4,907$249.9K0.08%
Mackenzie Financial Corp4,744$241.6K0.00%
Police & Firemen's Retirement System of New Jersey2,598$132.3K0.00%
KLP Kapitalforvaltning AS1,500$76.4K0.00%
Mattson Financial Services, LLC700$44.6K0.01%
Point72 (DIFC) Ltd735$37.4K0.00%
Point72 Asia (Singapore) Pte. Ltd.537$27.3K0.01%
R Squared Ltd370$18.8K0.02%
Versant Capital Management, Inc89$4.53K0.00%
Jones Financial Companies LLLP40$2.04K0.00%
EverSource Wealth Advisors, LLC5$2550.00%

Sold out (27)

Institutions that held Hyster-Yale, Inc. at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of HY in Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Brandywine Global Investment Management, LLC49,262$3.32M
Zacks Investment Management32,063$2.04M
Segall Bryant & Hamill, LLC29,958$1.91M
Healthcare of Ontario Pension Plan Trust Fund18,100$1.15M
EFG Asset Management (North America) Corp.17,348$1.11M
Tudor Investment Corp Et Al17,253$1.10M
Commonwealth Equity Services, LLC8,126$518.0K
Susquehanna Portfolio Strategies, LLC6,109$389.6K
Summit Global Investments5,678$362.0K
Centiva Capital, LP5,434$346.5K
Toroso Investments, LLC4,837$308.5K
Chesapeake Capital Corp4,837$308.3K
Campbell & CO Investment Adviser LLC4,766$303.9K
Voya Investment Management LLC3,972$253.3K
Janney Montgomery Scott LLC3,925$250.0K
O'Shaughnessy Asset Management, LLC3,510$236.8K
Janus Henderson Group PLC3,706$236.2K
Massachusetts Financial Services Co3,617$230.7K
Teacher Retirement System of Texas3,194$204.0K
Pinpoint Asset Management Ltd507$32.3K
nVerses Capital, LLC400$25.5K
Cullen/Frost Bankers, Inc.95$6.09K
Continuum Advisory, LLC39$2.07K
Nelson, Van Denburg & Campbell Wealth Management Group, LLC29$1.85K
Allworth Financial LP21$1.34K
Venturi Wealth Management, LLC16$1.02K
Capital Performance Advisors LLP9$574

Not filed for Q4 2024 yet (2)

Institutions that held Hyster-Yale, Inc. at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding HY in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Raymond James & Associates8,108$517.0K
M&R Capital Management Inc73$4.65K