Skip to main content

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.

Institutional holdersQ1 2025: 178 institutions
Q1 2021: 131 institutionsQ2 2021: 128 institutionsQ3 2021: 118 institutionsQ4 2021: 107 institutionsQ1 2022: 107 institutionsQ2 2022: 99 institutionsQ3 2022: 91 institutionsQ4 2022: 106 institutionsQ1 2023: 131 institutionsQ2 2023: 140 institutionsQ3 2023: 140 institutionsQ4 2023: 165 institutionsQ1 2024: 164 institutionsQ2 2024: 175 institutionsQ3 2024: 183 institutionsQ4 2024: 181 institutionsQ1 2025: 178 institutionsQ2 2025: 161 institutionsQ3 2025: 158 institutionsQ4 2025: 144 institutionsQ1 2026: 150 institutionsQ2 2026: 151 institutions
Value heldQ1 2025: $354.2M
Q1 2021: $684.8MQ2 2021: $565.4MQ3 2021: $388.5MQ4 2021: $306.8MQ1 2022: $248.2MQ2 2022: $239.0MQ3 2022: $155.6MQ4 2022: $184.8MQ1 2023: $433.2MQ2 2023: $424.3MQ3 2023: $355.1MQ4 2023: $509.3MQ1 2024: $538.8MQ2 2024: $601.1MQ3 2024: $541.9MQ4 2024: $435.6MQ1 2025: $354.2MQ2 2025: $340.1MQ3 2025: $301.5MQ4 2025: $239.9MQ1 2026: $276.1MQ2 2026: $305.4M
Institutions holding HY and their total value by quarter
QuarterHoldersValue
Q2 2026151$305.4M
Q1 2026150$276.1M
Q4 2025144$239.9M
Q3 2025158$301.5M
Q2 2025161$340.1M
Q1 2025178$354.2M
Q4 2024181$435.6M
Q3 2024183$541.9M
Q2 2024175$601.1M
Q1 2024164$538.8M
Q4 2023165$509.3M
Q3 2023140$355.1M
Q2 2023140$424.3M
Q1 2023131$433.2M
Q4 2022106$184.8M
Q3 202291$155.6M
Q2 202299$239.0M
Q1 2022107$248.2M
Q4 2021107$306.8M
Q3 2021118$388.5M
Q2 2021128$565.4M
Q1 2021131$684.8M

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Hyster-Yale, Inc.; share changes are against Q4 2024.

Institutions holding HY in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Victory Capital Management Inc13,948$579.4K0.00%+2,930+26.6%Added
Arrowstreet Capital, Limited Partnership14,263$592.5K0.00%+14,263New
Granby Capital Management, LLC14,985$622.5K0.34%−10,015−40.1%Reduced
Quest Partners LLC15,572$646.9K0.07%+15,571+1,557,100.0%Added
BNP Paribas Arbitrage, SA15,732$653.5K0.00%+809+5.4%Added
Allspring Global Investments Holdings, LLC15,843$658.1K0.00%+5,425+52.1%Added
Susquehanna Fundamental Investments, LLC16,235$674.4K0.01%−12,834−44.2%Reduced
Lazard Asset Management LLC16,323$678.0K0.00%+5,692+53.5%Added
Dynamic Technology Lab Private Ltd16,512$686.0K0.10%+5,844+54.8%Added
Swiss National Bank16,600$689.6K0.00%00.0%Unchanged
Virginia Retirement Systems Et Al16,600$689.6K0.01%+16,600New
Susquehanna International Group, LLP16,605$689.8K0.00%+8,657+108.9%Added
Rhumbline Advisers17,224$715.5K0.00%+183+1.1%Added
UBS Asset Management Americas Inc17,615$731.7K0.00%+826+4.9%Added
Keybank National Association18,386$763.8K0.00%−200−1.1%Reduced
Franklin Resources Inc18,507$768.8K0.00%−92−0.5%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.18,546$770.4K0.00%−304−1.6%Reduced
Martingale Asset Management L P18,831$782.2K0.02%+3,157+20.1%Added
PDT Partners, LLC19,342$803.5K0.06%+19,342New
ExodusPoint Capital Management, LP19,696$818.0K0.01%+13,535+219.7%Added
Gsa Capital Partners LLP19,785$822.0K0.07%+812+4.3%Added
Mork Capital Management, LLC19,900$826.6K0.65%00.0%Unchanged
Squarepoint Ops LLC21,731$902.7K0.00%+1,176+5.7%Added
Balyasny Asset Management LLC23,150$961.7K0.00%+11,641+101.1%Added
Tudor Investment Corp Et Al24,222$1.01M0.01%+24,222New
Cubist Systematic Strategies, LLC25,008$1.04M0.01%+4,195+20.2%Added
Two Sigma Advisers, LP26,000$1.08M0.00%+18,800+261.1%Added
Deutsche Bank AG27,198$1.13M0.00%−17,010−38.5%Reduced
Invesco Ltd.27,874$1.16M0.00%−2,527−8.3%Reduced
Two Sigma Investments, LP29,756$1.24M0.00%+9,330+45.7%Added
Globeflex Capital L P30,269$1.26M0.12%00.0%Unchanged
Nuveen, LLC30,385$1.26M0.00%+30,385New
Fisher Asset Management, LLC30,589$1.27M0.00%00.0%Unchanged
Renaissance Technologies LLC31,000$1.29M0.00%−49,900−61.7%Reduced
SEI Investments Co31,897$1.32M0.00%−14,313−31.0%Reduced
Qube Research & Technologies Ltd32,832$1.36M0.00%+16,608+102.4%Added
Jane Street Group, LLC35,034$1.46M0.00%+5,802+19.8%Added
Algert Global LLC35,194$1.46M0.04%+11,149+46.4%Added
De Lisle Partners LLP37,335$1.55M0.26%−2,906−7.2%Reduced
Bank of America Corp38,623$1.60M0.00%−6,070−13.6%Reduced
Ameriprise Financial Inc39,409$1.64M0.00%−4,919−11.1%Reduced
CWM, LLC41,381$1.72M0.01%−330−0.8%Reduced
McDonald Partners LLC42,930$1.78M0.46%+6,354+17.4%Added
Johnson Investment Counsel Inc44,603$1.85M0.02%00.0%Unchanged
JPMorgan Chase & Co47,588$1.98M0.00%−15,643−24.7%Reduced
Isthmus Partners, LLC47,674$1.98M0.25%+490+1.0%Added
Empowered Funds, LLC48,701$2.02M0.03%+24,302+99.6%Added
Gabelli Funds LLC52,700$2.19M0.02%00.0%Unchanged
The PNC Financial Services Group, Inc.59,433$2.47M0.00%+35,466+148.0%Added
FMR LLC60,767$2.52M0.00%+3,956+7.0%Added
Citadel Advisors LLC63,003$2.62M0.00%−32,826−34.3%Reduced
Bridgeway Capital Management, LLC68,701$2.85M0.07%+39,302+133.7%Added
Goldman Sachs Group Inc73,337$3.05M0.00%−12,113−14.2%Reduced
Curbstone Financial Management Corp73,490$3.05M0.64%00.0%Unchanged
Truvestments Capital LLC77,918$3.24M0.70%+36,786+89.4%Added
AQR Capital Management LLC79,582$3.31M0.00%+41,795+110.6%Added
First Trust Advisors LP83,580$3.47M0.00%+19,482+30.4%Added
Mirae Asset Global ETFs Holdings Ltd.88,060$3.66M0.01%+11,714+15.3%Added
Charles Schwab Investment Management Inc103,328$4.29M0.00%−9,684−8.6%Reduced
Federated Hermes, Inc.104,630$4.35M0.01%−36,297−25.8%Reduced
Vontobel Holding Ltd.107,486$4.46M0.02%+26,414+32.6%Added
Bank of New York Mellon Corp107,531$4.47M0.00%−1,675−1.5%Reduced
Northern Trust Corp108,989$4.53M0.00%−5,798−5.1%Reduced
Jacobs Levy Equity Management, Inc115,461$4.80M0.02%+10,180+9.7%Added
Millennium Management LLC119,560$4.97M0.00%+20,305+20.5%Added
D. E. Shaw & Co., Inc.138,870$5.77M0.01%+78,471+129.9%Added
Acadian Asset Management LLC161,159$6.69M0.02%−32,635−16.8%Reduced
ProShare Advisors LLC162,741$6.76M0.02%+18,308+12.7%Added
Morgan Stanley171,706$7.13M0.00%−36,227−17.4%Reduced
Fuller & Thaler Asset Management, Inc.216,637$9.00M0.03%−1,424−0.7%Reduced
Geode Capital Management, LLC263,021$10.9M0.00%+7,699+3.0%Added
Valueworks LLC282,907$11.8M4.43%+26,567+10.4%Added
State Street Corp284,119$11.8M0.00%−10,922−3.7%Reduced
American Century Companies Inc302,815$12.6M0.01%+27,891+10.1%Added
Dimensional Fund Advisors LP536,627$22.3M0.01%+20,818+4.0%Added
Gamco Investors, Inc. Et Al845,907$35.1M0.39%−1,350−0.2%Reduced
BlackRock, Inc.878,702$36.5M0.00%+1,953+0.2%Added
Vanguard Group Inc1,097,137$45.6M0.00%−15,352−1.4%Reduced
Foundry Partners, LLC0$00.00%−78,185−100.0%Sold out
SG Americas Securities, LLC0$00.00%−32,168−100.0%Sold out
Scotia Capital Inc.0$00.00%−31,873−100.0%Sold out
Brightline Capital Management, LLC0$00.00%−30,000−100.0%Sold out
Islay Capital Management, LLC0$00.00%−15,252−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−12,213−100.0%Sold out
XTX Topco Ltd0$00.00%−8,679−100.0%Sold out
Gallacher Capital Management LLC0$00.00%−7,978−100.0%Sold out
Hussman Strategic Advisors, Inc.0$00.00%−6,300−100.0%Sold out
Manufacturers Life Insurance Company, The0$00.00%−6,018−100.0%Sold out
Alps Advisors Inc0$00.00%−6,001−100.0%Sold out
Hunter Associates Investment Management LLC0$00.00%−5,800−100.0%Sold out
Bailard, Inc.0$00.00%−5,100−100.0%Sold out
Mackenzie Financial Corp0$00.00%−4,744−100.0%Sold out
Harel Insurance Investments & Financial Services Ltd.0$00.00%−707−100.0%Sold out
R Squared Ltd0$00.00%−370−100.0%Sold out
SRS Capital Advisors, Inc.0$00.00%−113−100.0%Sold out
Creekmur Asset Management LLC0$00.00%−34−100.0%Sold out
Bessemer Group Inc0$00.00%−15−100.0%Sold out
Farther Finance Advisors, LLC0$00.00%−2−100.0%Sold out
TFC Financial Management0$00.00%−1−100.0%Sold out
Hemington Wealth Management0$00.00%−13−100.0%Sold out