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, Q1 2025
Institutional positions in Hyster-Yale, Inc. as of Mar 31, 2025. 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
- 178
- −1 vs. Q4 2024
- Shares held
- 8.53M
- +65.6K (+0.8%) vs. Q4 2024
- Total value
- $354.2M
- −$77.1M (−17.9%) vs. Q4 2024
- New holders
- 21
- 72 more added
- Sold out
- 22
- 51 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Hyster-Yale, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 1,097,137 | $45.6M | 0.00% | −15,352−1.4% | Reduced |
| BlackRock, Inc. | 878,702 | $36.5M | 0.00% | +1,953+0.2% | Added |
| Gamco Investors, Inc. Et Al | 845,907 | $35.1M | 0.39% | −1,350−0.2% | Reduced |
| Dimensional Fund Advisors LP | 536,627 | $22.3M | 0.01% | +20,818+4.0% | Added |
| American Century Companies Inc | 302,815 | $12.6M | 0.01% | +27,891+10.1% | Added |
| State Street Corp | 284,119 | $11.8M | 0.00% | −10,922−3.7% | Reduced |
| Valueworks LLC | 282,907 | $11.8M | 4.43% | +26,567+10.4% | Added |
| Geode Capital Management, LLC | 263,021 | $10.9M | 0.00% | +7,699+3.0% | Added |
| Fuller & Thaler Asset Management, Inc. | 216,637 | $9.00M | 0.03% | −1,424−0.7% | Reduced |
| Morgan Stanley | 171,706 | $7.13M | 0.00% | −36,227−17.4% | Reduced |
| ProShare Advisors LLC | 162,741 | $6.76M | 0.02% | +18,308+12.7% | Added |
| Acadian Asset Management LLC | 161,159 | $6.69M | 0.02% | −32,635−16.8% | Reduced |
| D. E. Shaw & Co., Inc. | 138,870 | $5.77M | 0.01% | +78,471+129.9% | Added |
| Millennium Management LLC | 119,560 | $4.97M | 0.00% | +20,305+20.5% | Added |
| Jacobs Levy Equity Management, Inc | 115,461 | $4.80M | 0.02% | +10,180+9.7% | Added |
| Northern Trust Corp | 108,989 | $4.53M | 0.00% | −5,798−5.1% | Reduced |
| Bank of New York Mellon Corp | 107,531 | $4.47M | 0.00% | −1,675−1.5% | Reduced |
| Vontobel Holding Ltd. | 107,486 | $4.46M | 0.02% | +26,414+32.6% | Added |
| Federated Hermes, Inc. | 104,630 | $4.35M | 0.01% | −36,297−25.8% | Reduced |
| Charles Schwab Investment Management Inc | 103,328 | $4.29M | 0.00% | −9,684−8.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 88,060 | $3.66M | 0.01% | +11,714+15.3% | Added |
| First Trust Advisors LP | 83,580 | $3.47M | 0.00% | +19,482+30.4% | Added |
| AQR Capital Management LLC | 79,582 | $3.31M | 0.00% | +41,795+110.6% | Added |
| Truvestments Capital LLC | 77,918 | $3.24M | 0.70% | +36,786+89.4% | Added |
| Curbstone Financial Management Corp | 73,490 | $3.05M | 0.64% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 73,337 | $3.05M | 0.00% | −12,113−14.2% | Reduced |
| Bridgeway Capital Management, LLC | 68,701 | $2.85M | 0.07% | +39,302+133.7% | Added |
| Citadel Advisors LLC | 63,003 | $2.62M | 0.00% | −32,826−34.3% | Reduced |
| FMR LLC | 60,767 | $2.52M | 0.00% | +3,956+7.0% | Added |
| The PNC Financial Services Group, Inc. | 59,433 | $2.47M | 0.00% | +35,466+148.0% | Added |
| Gabelli Funds LLC | 52,700 | $2.19M | 0.02% | 00.0% | Unchanged |
| Empowered Funds, LLC | 48,701 | $2.02M | 0.03% | +24,302+99.6% | Added |
| Isthmus Partners, LLC | 47,674 | $1.98M | 0.25% | +490+1.0% | Added |
| JPMorgan Chase & Co | 47,588 | $1.98M | 0.00% | −15,643−24.7% | Reduced |
| Johnson Investment Counsel Inc | 44,603 | $1.85M | 0.02% | 00.0% | Unchanged |
| McDonald Partners LLC | 42,930 | $1.78M | 0.46% | +6,354+17.4% | Added |
| CWM, LLC | 41,381 | $1.72M | 0.01% | −330−0.8% | Reduced |
| Ameriprise Financial Inc | 39,409 | $1.64M | 0.00% | −4,919−11.1% | Reduced |
| Bank of America Corp | 38,623 | $1.60M | 0.00% | −6,070−13.6% | Reduced |
| De Lisle Partners LLP | 37,335 | $1.55M | 0.26% | −2,906−7.2% | Reduced |
| Algert Global LLC | 35,194 | $1.46M | 0.04% | +11,149+46.4% | Added |
| Jane Street Group, LLC | 35,034 | $1.46M | 0.00% | +5,802+19.8% | Added |
| Qube Research & Technologies Ltd | 32,832 | $1.36M | 0.00% | +16,608+102.4% | Added |
| SEI Investments Co | 31,897 | $1.32M | 0.00% | −14,313−31.0% | Reduced |
| Renaissance Technologies LLC | 31,000 | $1.29M | 0.00% | −49,900−61.7% | Reduced |
| Fisher Asset Management, LLC | 30,589 | $1.27M | 0.00% | 00.0% | Unchanged |
| Nuveen, LLC | 30,385 | $1.26M | 0.00% | +30,385 | New |
| Globeflex Capital L P | 30,269 | $1.26M | 0.12% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 29,756 | $1.24M | 0.00% | +9,330+45.7% | Added |
| Invesco Ltd. | 27,874 | $1.16M | 0.00% | −2,527−8.3% | Reduced |
| Deutsche Bank AG | 27,198 | $1.13M | 0.00% | −17,010−38.5% | Reduced |
| Two Sigma Advisers, LP | 26,000 | $1.08M | 0.00% | +18,800+261.1% | Added |
| Cubist Systematic Strategies, LLC | 25,008 | $1.04M | 0.01% | +4,195+20.2% | Added |
| Tudor Investment Corp Et Al | 24,222 | $1.01M | 0.01% | +24,222 | New |
| Balyasny Asset Management LLC | 23,150 | $961.7K | 0.00% | +11,641+101.1% | Added |
| Squarepoint Ops LLC | 21,731 | $902.7K | 0.00% | +1,176+5.7% | Added |
| Mork Capital Management, LLC | 19,900 | $826.6K | 0.65% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 19,785 | $822.0K | 0.07% | +812+4.3% | Added |
| ExodusPoint Capital Management, LP | 19,696 | $818.0K | 0.01% | +13,535+219.7% | Added |
| PDT Partners, LLC | 19,342 | $803.5K | 0.06% | +19,342 | New |
| Martingale Asset Management L P | 18,831 | $782.2K | 0.02% | +3,157+20.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 18,546 | $770.4K | 0.00% | −304−1.6% | Reduced |
| Franklin Resources Inc | 18,507 | $768.8K | 0.00% | −92−0.5% | Reduced |
| Keybank National Association | 18,386 | $763.8K | 0.00% | −200−1.1% | Reduced |
| UBS Asset Management Americas Inc | 17,615 | $731.7K | 0.00% | +826+4.9% | Added |
| Rhumbline Advisers | 17,224 | $715.5K | 0.00% | +183+1.1% | Added |
| Susquehanna International Group, LLP | 16,605 | $689.8K | 0.00% | +8,657+108.9% | Added |
| Swiss National Bank | 16,600 | $689.6K | 0.00% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 16,600 | $689.6K | 0.01% | +16,600 | New |
| Dynamic Technology Lab Private Ltd | 16,512 | $686.0K | 0.10% | +5,844+54.8% | Added |
| Lazard Asset Management LLC | 16,323 | $678.0K | 0.00% | +5,692+53.5% | Added |
| Susquehanna Fundamental Investments, LLC | 16,235 | $674.4K | 0.01% | −12,834−44.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 15,843 | $658.1K | 0.00% | +5,425+52.1% | Added |
| BNP Paribas Arbitrage, SA | 15,732 | $653.5K | 0.00% | +809+5.4% | Added |
| Quest Partners LLC | 15,572 | $646.9K | 0.07% | +15,571+1,557,100.0% | Added |
| Granby Capital Management, LLC | 14,985 | $622.5K | 0.34% | −10,015−40.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 14,263 | $592.5K | 0.00% | +14,263 | New |
| Victory Capital Management Inc | 13,948 | $579.4K | 0.00% | +2,930+26.6% | Added |
| Barclays PLC | 13,905 | $577.6K | 0.00% | −5,662−28.9% | Reduced |
| Alliancebernstein L.P. | 13,808 | $573.6K | 0.00% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 13,189 | $547.9K | 0.15% | +2,330+21.5% | Added |
| UBS Group AG | 13,131 | $545.5K | 0.00% | −6,876−34.4% | Reduced |
| Koss-Olinger Consulting, LLC | 12,298 | $511.0K | 0.04% | +12,298 | New |
| STRS Ohio | 12,100 | $502.6K | 0.00% | +900+8.0% | Added |
| OP Asset Management Ltd | 12,043 | $500.3K | 0.01% | +12,043 | New |
| Mirae Asset Global Investments Co., Ltd. | 11,616 | $486.2K | 0.00% | +1,657+16.6% | Added |
| NBC Securities, Inc. | 11,680 | $485.0K | 0.04% | +11,671+129,677.8% | Added |
| Los Angeles Capital Management LLC | 11,307 | $469.7K | 0.00% | −1,590−12.3% | Reduced |
| State of Wisconsin Investment Board | 11,018 | $457.7K | 0.00% | +2,314+26.6% | Added |
| Dark Forest Capital Management LP | 10,732 | $445.8K | 0.02% | +10,732 | New |
| A&I Financial Services, LLC | 10,689 | $444.0K | 0.30% | +1,022+10.6% | Added |
| Shufro Rose & Co LLC | 10,340 | $429.5K | 0.03% | +1,340+14.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 10,273 | $426.7K | 0.00% | −4,388−29.9% | Reduced |
| Principal Financial Group Inc | 10,219 | $424.5K | 0.00% | +127+1.3% | Added |
| Citigroup Inc | 9,725 | $404.0K | 0.00% | −951−8.9% | Reduced |
| Russell Investments Group, Ltd. | 9,381 | $389.7K | 0.00% | +1,181+14.4% | Added |
| Jump Financial, LLC | 9,236 | $383.7K | 0.01% | −537−5.5% | Reduced |
| Graham Capital Management, L.P. | 8,956 | $372.0K | 0.01% | +2,064+29.9% | Added |
| Raymond James Financial Inc | 8,651 | $359.4K | 0.00% | +454+5.5% | Added |
| Legal & General Group Plc | 8,630 | $358.5K | 0.00% | −749−8.0% | Reduced |