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 |
|---|---|---|---|---|---|
| Hemington Wealth Management | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 1 | $51 | 0.00% | −2,551−100.0% | Reduced |
| Huntington National Bank | 1 | $51 | 0.00% | −40−97.6% | Reduced |
| TFC Financial Management | 1 | $51 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2 | $102 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 5 | $253 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5 | $255 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 5 | $255 | 0.00% | +5 | New |
| Quarry LP | 7 | $357 | 0.00% | −84−92.3% | Reduced |
| NBC Securities, Inc. | 9 | $504 | 0.05% | −10,091−99.9% | Reduced |
| First Horizon Advisors, Inc. | 14 | $713 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 18 | $917 | 0.00% | −49−73.1% | Reduced |
| Simplex Trading, LLC | 20 | $1.00K | 0.00% | −196−90.7% | Reduced |
| Bessemer Group Inc | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 25 | $1.27K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 32 | $1.63K | 0.00% | −8−20.0% | Reduced |
| Creekmur Asset Management LLC | 34 | $1.73K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 40 | $2.04K | 0.00% | +40 | New |
| Parallel Advisors, LLC | 46 | $2.34K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 50 | $2.55K | 0.00% | −100−66.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 50 | $2.55K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 50 | $2.55K | 0.00% | +10+25.0% | Added |
| Concord Wealth Partners | 60 | $3.06K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 70 | $3.56K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 75 | $3.82K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 89 | $4.53K | 0.00% | +89 | New |
| SRS Capital Advisors, Inc. | 113 | $5.76K | 0.00% | +22+24.2% | Added |
| Sterling Capital Management LLC | 152 | $7.74K | 0.00% | +128+533.3% | Added |
| Global X Japan Co., Ltd. | 162 | $8.25K | 0.00% | −58−26.4% | Reduced |
| Bokf, NA | 200 | $9.96K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 200 | $10.2K | 0.00% | +64+47.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 336 | $17.1K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 338 | $17.2K | 0.00% | −17−4.8% | Reduced |
| R Squared Ltd | 370 | $18.8K | 0.02% | +370 | New |
| Amalgamated Bank | 391 | $20.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 500 | $26.0K | 0.02% | +71+16.6% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 537 | $27.3K | 0.01% | +537 | New |
| Harel Insurance Investments & Financial Services Ltd. | 707 | $36.0K | 0.00% | −155−18.0% | Reduced |
| Point72 (DIFC) Ltd | 735 | $37.4K | 0.00% | +735 | New |
| Meeder Asset Management Inc | 741 | $37.7K | 0.00% | +599+421.8% | Added |
| Mattson Financial Services, LLC | 700 | $44.6K | 0.01% | +700 | New |
| GWM Advisors LLC | 889 | $45.3K | 0.00% | +3+0.3% | Added |
| Clearstead Advisors, LLC | 922 | $47.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 984 | $50.0K | 0.00% | −1,205−55.0% | Reduced |
| New York State Teachers Retirement System | 973 | $50.0K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 1,062 | $54.1K | 0.00% | +100+10.4% | Added |
| Ameritas Investment Partners, Inc. | 1,071 | $54.5K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,249 | $61.0K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 1,497 | $76.2K | 0.02% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 1,500 | $76.4K | 0.00% | +1,500 | New |
| US Bancorp | 1,726 | $87.9K | 0.00% | +389+29.1% | Added |
| Comerica Bank | 2,104 | $107.2K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 2,468 | $125.0K | 0.00% | +1,535+164.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 2,598 | $132.3K | 0.00% | +2,598 | New |
| Central Pacific Bank - Trust Division | 3,000 | $152.8K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,018 | $153.7K | 0.00% | +448+17.4% | Added |
| Quantbot Technologies LP | 3,238 | $164.9K | 0.01% | +3,049+1,613.2% | Added |
| Amundi | 4,400 | $221.0K | 0.00% | +2,321+111.6% | Added |
| New York State Common Retirement Fund | 4,494 | $228.9K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 4,618 | $235.2K | 0.00% | −2,050−30.7% | Reduced |
| Mackenzie Financial Corp | 4,744 | $241.6K | 0.00% | +4,744 | New |
| Sherbrooke Park Advisers LLC | 4,907 | $249.9K | 0.08% | +4,907 | New |
| Bailard, Inc. | 5,100 | $259.7K | 0.01% | +700+15.9% | Added |
| Intech Investment Management LLC | 5,420 | $276.0K | 0.00% | +5,420 | New |
| Aquatic Capital Management LLC | 5,513 | $280.8K | 0.01% | +1,813+49.0% | Added |
| Corebridge Financial, Inc. | 5,696 | $290.1K | 0.00% | −430−7.0% | Reduced |
| Hunter Associates Investment Management LLC | 5,800 | $296.0K | 0.05% | −17,000−74.6% | Reduced |
| Wells Fargo & Company | 5,892 | $300.1K | 0.00% | −4,180−41.5% | Reduced |
| Alps Advisors Inc | 6,001 | $305.6K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 6,010 | $306.1K | 0.00% | +1,418+30.9% | Added |
| Manufacturers Life Insurance Company, The | 6,018 | $306.5K | 0.00% | −262−4.2% | Reduced |
| ExodusPoint Capital Management, LP | 6,161 | $314.0K | 0.00% | +6,161 | New |
| Point72 Asset Management, L.P. | 6,200 | $315.8K | 0.00% | +6,200 | New |
| Hussman Strategic Advisors, Inc. | 6,300 | $320.9K | 0.09% | +6,300 | New |
| MetLife Investment Management | 6,595 | $335.9K | 0.00% | −41−0.6% | Reduced |
| Graham Capital Management, L.P. | 6,892 | $351.0K | 0.01% | +3,254+89.4% | Added |
| Two Sigma Advisers, LP | 7,200 | $366.7K | 0.00% | +3,900+118.2% | Added |
| Kohmann Bosshard Financial Services, LLC | 7,346 | $374.1K | 0.04% | 00.0% | Unchanged |
| CWM Advisors, LLC | 7,874 | $401.0K | 0.04% | −12,425−61.2% | Reduced |
| Susquehanna International Group, LLP | 7,948 | $404.8K | 0.00% | −10,332−56.5% | Reduced |
| Price T Rowe Associates Inc | 7,935 | $405.0K | 0.00% | −13,503−63.0% | Reduced |
| Gallacher Capital Management LLC | 7,978 | $406.3K | 0.20% | +885+12.5% | Added |
| California State Teachers Retirement System | 8,089 | $412.0K | 0.00% | −90−1.1% | Reduced |
| Raymond James Financial Inc | 8,197 | $417.5K | 0.00% | +8,197 | New |
| Russell Investments Group, Ltd. | 8,200 | $417.6K | 0.00% | −16,045−66.2% | Reduced |
| XTX Topco Ltd | 8,679 | $442.0K | 0.04% | +8,679 | New |
| State of Wisconsin Investment Board | 8,704 | $443.3K | 0.00% | −16,571−65.6% | Reduced |
| Legal & General Group Plc | 9,379 | $477.7K | 0.00% | +310+3.4% | Added |
| A&I Financial Services, LLC | 9,667 | $492.3K | 0.48% | +9,667 | New |
| Jump Financial, LLC | 9,773 | $497.7K | 0.01% | +5,398+123.4% | Added |
| LPL Financial LLC | 9,794 | $498.8K | 0.00% | +1,346+15.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 9,959 | $499.6K | 0.00% | −494−4.7% | Reduced |
| Principal Financial Group Inc | 10,092 | $514.0K | 0.00% | +972+10.7% | Added |
| Allspring Global Investments Holdings, LLC | 10,418 | $530.6K | 0.00% | −3,344−24.3% | Reduced |
| Lazard Asset Management LLC | 10,631 | $541.0K | 0.00% | +2,039+23.7% | Added |
| Dynamic Technology Lab Private Ltd | 10,668 | $543.0K | 0.09% | +10,668 | New |
| Citigroup Inc | 10,676 | $543.7K | 0.00% | +1,346+14.4% | Added |
| Dumont & Blake Investment Advisors LLC | 10,859 | $553.0K | 0.15% | −2,300−17.5% | Reduced |
| Victory Capital Management Inc | 11,018 | $561.1K | 0.00% | +4,947+81.5% | Added |
| STRS Ohio | 11,200 | $570.4K | 0.00% | +1,000+9.8% | Added |