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 |
|---|---|---|---|---|---|
| Balyasny Asset Management LLC | 11,509 | $586.2K | 0.00% | +3,054+36.1% | Added |
| Voloridge Investment Management, LLC | 12,213 | $622.0K | 0.00% | −5,159−29.7% | Reduced |
| Los Angeles Capital Management LLC | 12,897 | $656.8K | 0.00% | −3,148−19.6% | Reduced |
| Alliancebernstein L.P. | 13,808 | $703.2K | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 14,661 | $746.7K | 0.00% | −3,094−17.4% | Reduced |
| BNP Paribas Arbitrage, SA | 14,923 | $760.0K | 0.00% | −3,074−17.1% | Reduced |
| Islay Capital Management, LLC | 15,252 | $776.8K | 0.54% | −4,066−21.0% | Reduced |
| Martingale Asset Management L P | 15,674 | $798.3K | 0.02% | +5,089+48.1% | Added |
| Qube Research & Technologies Ltd | 16,224 | $826.3K | 0.00% | −6,473−28.5% | Reduced |
| Swiss National Bank | 16,600 | $845.4K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 16,789 | $855.1K | 0.00% | +2,468+17.2% | Added |
| Rhumbline Advisers | 17,041 | $867.9K | 0.00% | +106+0.6% | Added |
| Shufro Rose & Co LLC | 9,000 | $874.5K | 0.07% | +9,000 | New |
| Keybank National Association | 18,586 | $946.6K | 0.00% | −100−0.5% | Reduced |
| Franklin Resources Inc | 18,599 | $947.2K | 0.00% | −81−0.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 18,850 | $959.7K | 0.00% | +1,966+11.6% | Added |
| Gsa Capital Partners LLP | 18,973 | $966.0K | 0.07% | +5,400+39.8% | Added |
| Barclays PLC | 19,567 | $996.5K | 0.00% | −6,925−26.1% | Reduced |
| Mork Capital Management, LLC | 19,900 | $1.01M | 0.67% | +19,900 | New |
| UBS Group AG | 20,007 | $1.02M | 0.00% | +7,198+56.2% | Added |
| Two Sigma Investments, LP | 20,426 | $1.04M | 0.00% | +12,645+162.5% | Added |
| Squarepoint Ops LLC | 20,555 | $1.05M | 0.00% | −2,291−10.0% | Reduced |
| Cubist Systematic Strategies, LLC | 20,813 | $1.06M | 0.02% | +20,813 | New |
| The PNC Financial Services Group, Inc. | 23,967 | $1.22M | 0.00% | +678+2.9% | Added |
| Algert Global LLC | 24,045 | $1.22M | 0.03% | +3,512+17.1% | Added |
| Empowered Funds, LLC | 24,399 | $1.24M | 0.02% | +24,399 | New |
| Granby Capital Management, LLC | 25,000 | $1.27M | 0.66% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 29,069 | $1.48M | 0.02% | +29,069 | New |
| Jane Street Group, LLC | 29,232 | $1.49M | 0.00% | +16,382+127.5% | Added |
| Bridgeway Capital Management, LLC | 29,399 | $1.50M | 0.03% | +29,399 | New |
| Brightline Capital Management, LLC | 30,000 | $1.53M | 1.05% | +30,000 | New |
| Globeflex Capital L P | 30,269 | $1.54M | 0.13% | −1,716−5.4% | Reduced |
| Nuveen Asset Management, LLC | 30,385 | $1.55M | 0.00% | −829−2.7% | Reduced |
| Invesco Ltd. | 30,401 | $1.55M | 0.00% | −1,308−4.1% | Reduced |
| Fisher Asset Management, LLC | 30,589 | $1.56M | 0.00% | −1,636−5.1% | Reduced |
| Scotia Capital Inc. | 31,873 | $1.62M | 0.01% | +223+0.7% | Added |
| SG Americas Securities, LLC | 32,168 | $1.64M | 0.01% | −4,042−11.2% | Reduced |
| McDonald Partners LLC | 36,576 | $1.86M | 0.48% | −2,527−6.5% | Reduced |
| AQR Capital Management LLC | 37,787 | $1.92M | 0.00% | −10,359−21.5% | Reduced |
| De Lisle Partners LLP | 40,241 | $2.04M | 0.30% | 00.0% | Unchanged |
| Truvestments Capital LLC | 41,132 | $2.09M | 0.54% | +3,680+9.8% | Added |
| CWM, LLC | 41,711 | $2.12M | 0.01% | −123−0.3% | Reduced |
| Panagora Asset Management Inc | 44,093 | $2.25M | 0.01% | −4,436−9.1% | Reduced |
| Deutsche Bank AG | 44,208 | $2.25M | 0.00% | +3,271+8.0% | Added |
| Ameriprise Financial Inc | 44,328 | $2.26M | 0.00% | +1,103+2.6% | Added |
| Johnson Investment Counsel Inc | 44,603 | $2.27M | 0.02% | 00.0% | Unchanged |
| Bank of America Corp | 44,693 | $2.28M | 0.00% | +6,870+18.2% | Added |
| SEI Investments Co | 46,210 | $2.35M | 0.00% | +507+1.1% | Added |
| Isthmus Partners, LLC | 47,184 | $2.40M | 0.29% | +238+0.5% | Added |
| Gabelli Funds LLC | 52,700 | $2.68M | 0.02% | −1,200−2.2% | Reduced |
| Swedbank AB | 53,480 | $2.72M | 0.00% | −2,228−4.0% | Reduced |
| FMR LLC | 56,811 | $2.89M | 0.00% | +5,531+10.8% | Added |
| D. E. Shaw & Co., Inc. | 60,399 | $3.08M | 0.00% | +24,438+68.0% | Added |
| JPMorgan Chase & Co | 63,231 | $3.22M | 0.00% | +39,415+165.5% | Added |
| First Trust Advisors LP | 64,098 | $3.26M | 0.00% | +64,098 | New |
| Curbstone Financial Management Corp | 73,490 | $3.74M | 0.79% | −2,126−2.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 76,346 | $3.89M | 0.01% | −11,453−13.0% | Reduced |
| Foundry Partners, LLC | 78,185 | $3.98M | 0.20% | +4,660+6.3% | Added |
| Renaissance Technologies LLC | 80,900 | $4.12M | 0.01% | +35,000+76.3% | Added |
| Vontobel Holding Ltd. | 81,072 | $4.13M | 0.01% | −7,609−8.6% | Reduced |
| Prudential Financial Inc | 82,388 | $4.20M | 0.01% | −9,120−10.0% | Reduced |
| Goldman Sachs Group Inc | 85,450 | $4.35M | 0.00% | +3,134+3.8% | Added |
| Citadel Advisors LLC | 95,829 | $4.88M | 0.00% | +53,708+127.5% | Added |
| Millennium Management LLC | 99,255 | $5.06M | 0.00% | +17,120+20.8% | Added |
| Jacobs Levy Equity Management, Inc | 105,281 | $5.36M | 0.02% | −13,801−11.6% | Reduced |
| Bank of New York Mellon Corp | 109,206 | $5.56M | 0.00% | +2,446+2.3% | Added |
| Charles Schwab Investment Management Inc | 113,012 | $5.76M | 0.00% | −2,147−1.9% | Reduced |
| Northern Trust Corp | 114,787 | $5.85M | 0.00% | +5,572+5.1% | Added |
| Federated Hermes, Inc. | 140,927 | $7.18M | 0.02% | −66,435−32.0% | Reduced |
| ProShare Advisors LLC | 144,433 | $7.36M | 0.02% | +19,975+16.0% | Added |
| Acadian Asset Management LLC | 193,794 | $9.86M | 0.03% | −17,309−8.2% | Reduced |
| Morgan Stanley | 207,933 | $10.6M | 0.00% | −4,115−1.9% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 218,061 | $11.1M | 0.04% | −2,158−1.0% | Reduced |
| Geode Capital Management, LLC | 255,322 | $13.0M | 0.00% | −548−0.2% | Reduced |
| Valueworks LLC | 256,340 | $13.1M | 4.35% | −14,615−5.4% | Reduced |
| American Century Companies Inc | 274,924 | $14.0M | 0.01% | +37,432+15.8% | Added |
| State Street Corp | 295,041 | $15.0M | 0.00% | −24,503−7.7% | Reduced |
| Dimensional Fund Advisors LP | 515,809 | $26.3M | 0.01% | +5,366+1.1% | Added |
| Gamco Investors, Inc. Et Al | 847,257 | $43.2M | 0.45% | −16,839−1.9% | Reduced |
| BlackRock, Inc. | 876,749 | $44.7M | 0.00% | −4,853−0.6% | Reduced |
| Vanguard Group Inc | 1,112,489 | $56.7M | 0.00% | −6,965−0.6% | Reduced |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −49,262−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −32,063−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −29,958−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −18,100−100.0% | Sold out |
| EFG Asset Management (North America) Corp. | 0 | $0 | 0.00% | −17,348−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −17,253−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −8,126−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −6,109−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −5,678−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −5,434−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −4,837−100.0% | Sold out |
| Chesapeake Capital Corp | 0 | $0 | 0.00% | −4,837−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −4,766−100.0% | Sold out |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −3,972−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −3,925−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −3,510−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −3,706−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −3,617−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −3,194−100.0% | Sold out |