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 |
|---|---|---|---|---|---|
| Price T Rowe Associates Inc | 7,935 | $405.0K | 0.00% | −13,503−63.0% | Reduced |
| Susquehanna International Group, LLP | 7,948 | $404.8K | 0.00% | −10,332−56.5% | Reduced |
| CWM Advisors, LLC | 7,874 | $401.0K | 0.04% | −12,425−61.2% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 7,346 | $374.1K | 0.04% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 7,200 | $366.7K | 0.00% | +3,900+118.2% | Added |
| Graham Capital Management, L.P. | 6,892 | $351.0K | 0.01% | +3,254+89.4% | Added |
| MetLife Investment Management | 6,595 | $335.9K | 0.00% | −41−0.6% | Reduced |
| Hussman Strategic Advisors, Inc. | 6,300 | $320.9K | 0.09% | +6,300 | New |
| Point72 Asset Management, L.P. | 6,200 | $315.8K | 0.00% | +6,200 | New |
| ExodusPoint Capital Management, LP | 6,161 | $314.0K | 0.00% | +6,161 | New |
| Manufacturers Life Insurance Company, The | 6,018 | $306.5K | 0.00% | −262−4.2% | Reduced |
| Advisor Group Holdings, Inc. | 6,010 | $306.1K | 0.00% | +1,418+30.9% | Added |
| Alps Advisors Inc | 6,001 | $305.6K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 5,892 | $300.1K | 0.00% | −4,180−41.5% | Reduced |
| Hunter Associates Investment Management LLC | 5,800 | $296.0K | 0.05% | −17,000−74.6% | Reduced |
| Corebridge Financial, Inc. | 5,696 | $290.1K | 0.00% | −430−7.0% | Reduced |
| Aquatic Capital Management LLC | 5,513 | $280.8K | 0.01% | +1,813+49.0% | Added |
| Intech Investment Management LLC | 5,420 | $276.0K | 0.00% | +5,420 | New |
| Bailard, Inc. | 5,100 | $259.7K | 0.01% | +700+15.9% | Added |
| Sherbrooke Park Advisers LLC | 4,907 | $249.9K | 0.08% | +4,907 | New |
| Mackenzie Financial Corp | 4,744 | $241.6K | 0.00% | +4,744 | New |
| Verition Fund Management LLC | 4,618 | $235.2K | 0.00% | −2,050−30.7% | Reduced |
| New York State Common Retirement Fund | 4,494 | $228.9K | 0.00% | 00.0% | Unchanged |
| Amundi | 4,400 | $221.0K | 0.00% | +2,321+111.6% | Added |
| Quantbot Technologies LP | 3,238 | $164.9K | 0.01% | +3,049+1,613.2% | Added |
| Tower Research Capital LLC (TRC) | 3,018 | $153.7K | 0.00% | +448+17.4% | Added |
| Central Pacific Bank - Trust Division | 3,000 | $152.8K | 0.02% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 2,598 | $132.3K | 0.00% | +2,598 | New |
| Great West Life Assurance Co | 2,468 | $125.0K | 0.00% | +1,535+164.5% | Added |
| Comerica Bank | 2,104 | $107.2K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,726 | $87.9K | 0.00% | +389+29.1% | Added |
| KLP Kapitalforvaltning AS | 1,500 | $76.4K | 0.00% | +1,500 | New |
| Arlington Trust Co LLC | 1,497 | $76.2K | 0.02% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,249 | $61.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,071 | $54.5K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 1,062 | $54.1K | 0.00% | +100+10.4% | Added |
| 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 |
| Clearstead Advisors, LLC | 922 | $47.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 889 | $45.3K | 0.00% | +3+0.3% | Added |
| Mattson Financial Services, LLC | 700 | $44.6K | 0.01% | +700 | New |
| Meeder Asset Management Inc | 741 | $37.7K | 0.00% | +599+421.8% | Added |
| Point72 (DIFC) Ltd | 735 | $37.4K | 0.00% | +735 | New |
| Harel Insurance Investments & Financial Services Ltd. | 707 | $36.0K | 0.00% | −155−18.0% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 537 | $27.3K | 0.01% | +537 | New |
| Covestor Ltd | 500 | $26.0K | 0.02% | +71+16.6% | Added |
| Amalgamated Bank | 391 | $20.0K | 0.00% | 00.0% | Unchanged |
| R Squared Ltd | 370 | $18.8K | 0.02% | +370 | New |
| GAMMA Investing LLC | 338 | $17.2K | 0.00% | −17−4.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 336 | $17.1K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 200 | $10.2K | 0.00% | +64+47.1% | Added |
| Bokf, NA | 200 | $9.96K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 162 | $8.25K | 0.00% | −58−26.4% | Reduced |
| Sterling Capital Management LLC | 152 | $7.74K | 0.00% | +128+533.3% | Added |
| SRS Capital Advisors, Inc. | 113 | $5.76K | 0.00% | +22+24.2% | Added |
| Versant Capital Management, Inc | 89 | $4.53K | 0.00% | +89 | New |
| Harbour Investments, Inc. | 75 | $3.82K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 70 | $3.56K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 60 | $3.06K | 0.00% | 00.0% | Unchanged |
| 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 |
| IFP Advisors, Inc | 50 | $2.55K | 0.00% | −100−66.7% | Reduced |
| Parallel Advisors, LLC | 46 | $2.34K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 40 | $2.04K | 0.00% | +40 | New |
| Creekmur Asset Management LLC | 34 | $1.73K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 32 | $1.63K | 0.00% | −8−20.0% | Reduced |
| LRI Investments, LLC | 25 | $1.27K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 20 | $1.00K | 0.00% | −196−90.7% | Reduced |
| Bessemer Group Inc | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 18 | $917 | 0.00% | −49−73.1% | Reduced |
| First Horizon Advisors, Inc. | 14 | $713 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 9 | $504 | 0.05% | −10,091−99.9% | Reduced |
| Quarry LP | 7 | $357 | 0.00% | −84−92.3% | Reduced |
| Rothschild Investment LLC | 5 | $255 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 5 | $255 | 0.00% | +5 | New |
| Smartleaf Asset Management LLC | 5 | $253 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2 | $102 | 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 |
| Hemington Wealth Management | 13 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |