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 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 1 | $42 | 0.00% | −4−80.0% | Reduced |
| Huntington National Bank | 1 | $42 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 5 | $209 | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 8 | $332 | 0.00% | +8 | New |
| Rothschild Investment LLC | 10 | $415 | 0.00% | +5+100.0% | Added |
| Parkside Financial Bank & Trust | 10 | $416 | 0.00% | +10 | New |
| First Horizon Advisors, Inc. | 14 | $581 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 17 | $706 | 0.00% | +17 | New |
| Versant Capital Management, Inc | 22 | $914 | 0.00% | −67−75.3% | Reduced |
| LRI Investments, LLC | 25 | $1.04K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 32 | $1.33K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 40 | $1.67K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 49 | $2.04K | 0.00% | +49 | New |
| Federation des caisses Desjardins du Quebec | 50 | $2.08K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 50 | $2.08K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 60 | $2.49K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 61 | $2.53K | 0.00% | +61 | New |
| Aster Capital Management (DIFC) Ltd | 52 | $2.64K | 0.00% | +52 | New |
| Ronald Blue Trust, Inc. | 65 | $2.70K | 0.00% | +15+30.0% | Added |
| GPS Wealth Strategies Group, LLC | 70 | $2.91K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 77 | $3.00K | 0.00% | +57+285.0% | Added |
| Harbour Investments, Inc. | 75 | $3.12K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 79 | $3.28K | 0.00% | +61+338.9% | Added |
| Parallel Advisors, LLC | 82 | $3.41K | 0.00% | +36+78.3% | Added |
| Sterling Capital Management LLC | 85 | $3.53K | 0.00% | −67−44.1% | Reduced |
| Quarry LP | 101 | $4.20K | 0.00% | +94+1,342.9% | Added |
| Royal Bank of Canada | 185 | $8.00K | 0.00% | −799−81.2% | Reduced |
| Bokf, NA | 200 | $8.31K | 0.00% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 200 | $8.31K | 0.00% | +200 | New |
| Global X Japan Co., Ltd. | 210 | $8.72K | 0.00% | +48+29.6% | Added |
| GAMMA Investing LLC | 232 | $9.64K | 0.00% | −106−31.4% | Reduced |
| Public Employees Retirement System of Ohio | 248 | $10.3K | 0.00% | +48+24.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 336 | $14.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 391 | $16.0K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 398 | $16.5K | 0.00% | +398 | New |
| Canada Pension Plan Investment Board | 400 | $16.6K | 0.00% | +400 | New |
| Point72 (DIFC) Ltd | 590 | $24.5K | 0.00% | −145−19.7% | Reduced |
| Covestor Ltd | 683 | $28.0K | 0.02% | +183+36.6% | Added |
| Mattson Financial Services, LLC | 700 | $29.1K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 741 | $30.8K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 779 | $32.0K | 0.00% | −194−19.9% | Reduced |
| GWM Advisors LLC | 892 | $37.1K | 0.00% | +3+0.3% | Added |
| Clearstead Advisors, LLC | 922 | $38.3K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 1,054 | $44.0K | 0.00% | −8−0.8% | Reduced |
| Ameritas Investment Partners, Inc. | 1,071 | $44.5K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,227 | $51.0K | 0.00% | −1,791−59.3% | Reduced |
| DekaBank Deutsche Girozentrale | 1,356 | $55.0K | 0.00% | +107+8.6% | Added |
| Arlington Trust Co LLC | 1,497 | $62.2K | 0.01% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 1,500 | $62.3K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 1,564 | $65.0K | 0.00% | −540−25.7% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 1,755 | $72.9K | 0.02% | +1,218+226.8% | Added |
| US Bancorp | 1,989 | $82.6K | 0.00% | +263+15.2% | Added |
| Great West Life Assurance Co | 2,468 | $103.0K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 2,598 | $107.9K | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 2,686 | $111.6K | 0.00% | +2,686 | New |
| Aquatic Capital Management LLC | 2,789 | $115.9K | 0.00% | −2,724−49.4% | Reduced |
| Central Pacific Bank - Trust Division | 3,000 | $124.6K | 0.02% | 00.0% | Unchanged |
| Quantbot Technologies LP | 4,073 | $169.2K | 0.01% | +835+25.8% | Added |
| Amundi | 4,844 | $179.4K | 0.00% | +444+10.1% | Added |
| New York State Common Retirement Fund | 4,494 | $186.7K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 5,100 | $211.9K | 0.00% | −1,100−17.7% | Reduced |
| Sherbrooke Park Advisers LLC | 5,330 | $221.4K | 0.10% | +423+8.6% | Added |
| Verition Fund Management LLC | 5,347 | $222.1K | 0.00% | +729+15.8% | Added |
| Corebridge Financial, Inc. | 5,612 | $233.1K | 0.00% | −84−1.5% | Reduced |
| Numerai GP LLC | 5,625 | $233.7K | 0.04% | +5,625 | New |
| LPL Financial LLC | 5,649 | $234.7K | 0.00% | −4,145−42.3% | Reduced |
| Advisor Group Holdings, Inc. | 5,896 | $245.0K | 0.00% | −114−1.9% | Reduced |
| Wells Fargo & Company | 6,025 | $250.3K | 0.00% | +133+2.3% | Added |
| Prelude Capital Management, LLC | 6,063 | $251.9K | 0.03% | +6,063 | New |
| Panagora Asset Management Inc | 6,286 | $261.1K | 0.00% | −37,807−85.7% | Reduced |
| MetLife Investment Management | 6,486 | $269.4K | 0.00% | −109−1.7% | Reduced |
| Prudential Financial Inc | 7,228 | $300.3K | 0.00% | −75,160−91.2% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 7,346 | $305.2K | 0.04% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 7,372 | $306.2K | 0.01% | +7,372 | New |
| Intech Investment Management LLC | 7,906 | $328.4K | 0.00% | +2,486+45.9% | Added |
| California State Teachers Retirement System | 8,089 | $336.0K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 8,232 | $342.0K | 0.04% | +358+4.5% | Added |
| Price T Rowe Associates Inc | 8,372 | $348.0K | 0.00% | +437+5.5% | Added |
| Legal & General Group Plc | 8,630 | $358.5K | 0.00% | −749−8.0% | Reduced |
| Raymond James Financial Inc | 8,651 | $359.4K | 0.00% | +454+5.5% | Added |
| Graham Capital Management, L.P. | 8,956 | $372.0K | 0.01% | +2,064+29.9% | Added |
| Jump Financial, LLC | 9,236 | $383.7K | 0.01% | −537−5.5% | Reduced |
| Russell Investments Group, Ltd. | 9,381 | $389.7K | 0.00% | +1,181+14.4% | Added |
| Citigroup Inc | 9,725 | $404.0K | 0.00% | −951−8.9% | Reduced |
| Principal Financial Group Inc | 10,219 | $424.5K | 0.00% | +127+1.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 10,273 | $426.7K | 0.00% | −4,388−29.9% | Reduced |
| Shufro Rose & Co LLC | 10,340 | $429.5K | 0.03% | +1,340+14.9% | Added |
| A&I Financial Services, LLC | 10,689 | $444.0K | 0.30% | +1,022+10.6% | Added |
| Dark Forest Capital Management LP | 10,732 | $445.8K | 0.02% | +10,732 | New |
| State of Wisconsin Investment Board | 11,018 | $457.7K | 0.00% | +2,314+26.6% | Added |
| Los Angeles Capital Management LLC | 11,307 | $469.7K | 0.00% | −1,590−12.3% | Reduced |
| NBC Securities, Inc. | 11,680 | $485.0K | 0.04% | +11,671+129,677.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 11,616 | $486.2K | 0.00% | +1,657+16.6% | Added |
| OP Asset Management Ltd | 12,043 | $500.3K | 0.01% | +12,043 | New |
| STRS Ohio | 12,100 | $502.6K | 0.00% | +900+8.0% | Added |
| Koss-Olinger Consulting, LLC | 12,298 | $511.0K | 0.04% | +12,298 | New |
| UBS Group AG | 13,131 | $545.5K | 0.00% | −6,876−34.4% | Reduced |
| Dumont & Blake Investment Advisors LLC | 13,189 | $547.9K | 0.15% | +2,330+21.5% | Added |
| Alliancebernstein L.P. | 13,808 | $573.6K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 13,905 | $577.6K | 0.00% | −5,662−28.9% | Reduced |