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 |
|---|---|---|---|---|---|
| Price T Rowe Associates Inc | 8,372 | $348.0K | 0.00% | +437+5.5% | Added |
| CWM Advisors, LLC | 8,232 | $342.0K | 0.04% | +358+4.5% | Added |
| California State Teachers Retirement System | 8,089 | $336.0K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 7,906 | $328.4K | 0.00% | +2,486+45.9% | Added |
| Engineers Gate Manager LP | 7,372 | $306.2K | 0.01% | +7,372 | New |
| Kohmann Bosshard Financial Services, LLC | 7,346 | $305.2K | 0.04% | 00.0% | Unchanged |
| Prudential Financial Inc | 7,228 | $300.3K | 0.00% | −75,160−91.2% | Reduced |
| MetLife Investment Management | 6,486 | $269.4K | 0.00% | −109−1.7% | Reduced |
| Panagora Asset Management Inc | 6,286 | $261.1K | 0.00% | −37,807−85.7% | Reduced |
| Prelude Capital Management, LLC | 6,063 | $251.9K | 0.03% | +6,063 | New |
| Wells Fargo & Company | 6,025 | $250.3K | 0.00% | +133+2.3% | Added |
| Advisor Group Holdings, Inc. | 5,896 | $245.0K | 0.00% | −114−1.9% | Reduced |
| LPL Financial LLC | 5,649 | $234.7K | 0.00% | −4,145−42.3% | Reduced |
| Numerai GP LLC | 5,625 | $233.7K | 0.04% | +5,625 | New |
| Corebridge Financial, Inc. | 5,612 | $233.1K | 0.00% | −84−1.5% | Reduced |
| Verition Fund Management LLC | 5,347 | $222.1K | 0.00% | +729+15.8% | Added |
| Sherbrooke Park Advisers LLC | 5,330 | $221.4K | 0.10% | +423+8.6% | Added |
| Point72 Asset Management, L.P. | 5,100 | $211.9K | 0.00% | −1,100−17.7% | Reduced |
| New York State Common Retirement Fund | 4,494 | $186.7K | 0.00% | 00.0% | Unchanged |
| Amundi | 4,844 | $179.4K | 0.00% | +444+10.1% | Added |
| Quantbot Technologies LP | 4,073 | $169.2K | 0.01% | +835+25.8% | Added |
| Central Pacific Bank - Trust Division | 3,000 | $124.6K | 0.02% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 2,789 | $115.9K | 0.00% | −2,724−49.4% | Reduced |
| State of Tennessee, Treasury Department | 2,686 | $111.6K | 0.00% | +2,686 | New |
| Police & Firemen's Retirement System of New Jersey | 2,598 | $107.9K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 2,468 | $103.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,989 | $82.6K | 0.00% | +263+15.2% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 1,755 | $72.9K | 0.02% | +1,218+226.8% | Added |
| Comerica Bank | 1,564 | $65.0K | 0.00% | −540−25.7% | Reduced |
| KLP Kapitalforvaltning AS | 1,500 | $62.3K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 1,497 | $62.2K | 0.01% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,356 | $55.0K | 0.00% | +107+8.6% | Added |
| Tower Research Capital LLC (TRC) | 1,227 | $51.0K | 0.00% | −1,791−59.3% | Reduced |
| Ameritas Investment Partners, Inc. | 1,071 | $44.5K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 1,054 | $44.0K | 0.00% | −8−0.8% | Reduced |
| Clearstead Advisors, LLC | 922 | $38.3K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 892 | $37.1K | 0.00% | +3+0.3% | Added |
| New York State Teachers Retirement System | 779 | $32.0K | 0.00% | −194−19.9% | Reduced |
| Meeder Asset Management Inc | 741 | $30.8K | 0.00% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 700 | $29.1K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 683 | $28.0K | 0.02% | +183+36.6% | Added |
| Point72 (DIFC) Ltd | 590 | $24.5K | 0.00% | −145−19.7% | Reduced |
| Canada Pension Plan Investment Board | 400 | $16.6K | 0.00% | +400 | New |
| Coldstream Capital Management Inc | 398 | $16.5K | 0.00% | +398 | New |
| Amalgamated Bank | 391 | $16.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 336 | $14.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 248 | $10.3K | 0.00% | +48+24.0% | Added |
| GAMMA Investing LLC | 232 | $9.64K | 0.00% | −106−31.4% | Reduced |
| Global X Japan Co., Ltd. | 210 | $8.72K | 0.00% | +48+29.6% | Added |
| Bokf, NA | 200 | $8.31K | 0.00% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 200 | $8.31K | 0.00% | +200 | New |
| Royal Bank of Canada | 185 | $8.00K | 0.00% | −799−81.2% | Reduced |
| Quarry LP | 101 | $4.20K | 0.00% | +94+1,342.9% | Added |
| Sterling Capital Management LLC | 85 | $3.53K | 0.00% | −67−44.1% | Reduced |
| Parallel Advisors, LLC | 82 | $3.41K | 0.00% | +36+78.3% | Added |
| Nisa Investment Advisors, LLC | 79 | $3.28K | 0.00% | +61+338.9% | Added |
| Harbour Investments, Inc. | 75 | $3.12K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 77 | $3.00K | 0.00% | +57+285.0% | Added |
| GPS Wealth Strategies Group, LLC | 70 | $2.91K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 65 | $2.70K | 0.00% | +15+30.0% | Added |
| Aster Capital Management (DIFC) Ltd | 52 | $2.64K | 0.00% | +52 | New |
| Skopos Labs, Inc. | 61 | $2.53K | 0.00% | +61 | New |
| Concord Wealth Partners | 60 | $2.49K | 0.00% | 00.0% | Unchanged |
| 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 |
| Caitong International Asset Management Co., Ltd | 49 | $2.04K | 0.00% | +49 | New |
| Jones Financial Companies LLLP | 40 | $1.67K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 32 | $1.33K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 25 | $1.04K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 22 | $914 | 0.00% | −67−75.3% | Reduced |
| Creative Financial Designs Inc | 17 | $706 | 0.00% | +17 | New |
| First Horizon Advisors, Inc. | 14 | $581 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 10 | $416 | 0.00% | +10 | New |
| Rothschild Investment LLC | 10 | $415 | 0.00% | +5+100.0% | Added |
| Advisors Asset Management, Inc. | 8 | $332 | 0.00% | +8 | New |
| Smartleaf Asset Management LLC | 5 | $209 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1 | $42 | 0.00% | −4−80.0% | Reduced |
| Huntington National Bank | 1 | $42 | 0.00% | 00.0% | Unchanged |
| Foundry Partners, LLC | 0 | $0 | 0.00% | −78,185−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −32,168−100.0% | Sold out |
| Scotia Capital Inc. | 0 | $0 | 0.00% | −31,873−100.0% | Sold out |
| Brightline Capital Management, LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Islay Capital Management, LLC | 0 | $0 | 0.00% | −15,252−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −12,213−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −8,679−100.0% | Sold out |
| Gallacher Capital Management LLC | 0 | $0 | 0.00% | −7,978−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −6,300−100.0% | Sold out |
| Manufacturers Life Insurance Company, The | 0 | $0 | 0.00% | −6,018−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −6,001−100.0% | Sold out |
| Hunter Associates Investment Management LLC | 0 | $0 | 0.00% | −5,800−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −5,100−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −4,744−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −707−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −370−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −113−100.0% | Sold out |
| Creekmur Asset Management LLC | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Farther Finance Advisors, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| TFC Financial Management | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Hemington Wealth Management | 0 | $0 | 0.00% | −13−100.0% | Sold out |