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, Q2 2025
Institutional positions in Hyster-Yale, Inc. as of Jun 30, 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
- 161
- −16 vs. Q1 2025
- Shares held
- 8.55M
- +23.0K (+0.3%) vs. Q1 2025
- Total value
- $340.1M
- −$14.1M (−4.0%) vs. Q1 2025
- New holders
- 15
- 72 more added
- Sold out
- 31
- 46 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Hyster-Yale, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 1,096,872 | $43.6M | 0.00% | −2650.0% | Reduced |
| BlackRock, Inc. | 885,771 | $35.2M | 0.00% | +7,069+0.8% | Added |
| Gamco Investors, Inc. Et Al | 860,607 | $34.2M | 0.34% | +14,700+1.7% | Added |
| Dimensional Fund Advisors LP | 572,574 | $22.8M | 0.01% | +35,947+6.7% | Added |
| American Century Companies Inc | 327,204 | $13.0M | 0.01% | +24,389+8.1% | Added |
| Valueworks LLC | 299,433 | $11.9M | 3.92% | +16,526+5.8% | Added |
| Geode Capital Management, LLC | 273,528 | $10.9M | 0.00% | +10,507+4.0% | Added |
| State Street Corp | 268,008 | $10.7M | 0.00% | −16,111−5.7% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 216,774 | $8.62M | 0.03% | +137+0.1% | Added |
| Acadian Asset Management LLC | 190,471 | $7.57M | 0.02% | +29,312+18.2% | Added |
| Morgan Stanley | 168,098 | $6.69M | 0.00% | −3,608−2.1% | Reduced |
| D. E. Shaw & Co., Inc. | 157,588 | $6.27M | 0.01% | +18,718+13.5% | Added |
| ProShare Advisors LLC | 150,602 | $5.99M | 0.01% | −12,139−7.5% | Reduced |
| Bank of New York Mellon Corp | 111,057 | $4.42M | 0.00% | +3,526+3.3% | Added |
| Jacobs Levy Equity Management, Inc | 108,262 | $4.31M | 0.02% | −7,199−6.2% | Reduced |
| Charles Schwab Investment Management Inc | 105,070 | $4.18M | 0.00% | +1,742+1.7% | Added |
| Northern Trust Corp | 104,331 | $4.15M | 0.00% | −4,658−4.3% | Reduced |
| Millennium Management LLC | 103,435 | $4.11M | 0.00% | −16,125−13.5% | Reduced |
| Vontobel Holding Ltd. | 100,201 | $3.99M | 0.01% | −7,285−6.8% | Reduced |
| Federated Hermes, Inc. | 95,648 | $3.80M | 0.01% | −8,982−8.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 84,501 | $3.37M | 0.01% | −3,559−4.0% | Reduced |
| Bridgeway Capital Management, LLC | 81,389 | $3.24M | 0.08% | +12,688+18.5% | Added |
| Truvestments Capital LLC | 77,954 | $3.10M | 0.62% | +360.0% | Added |
| AQR Capital Management LLC | 74,212 | $2.95M | 0.00% | −5,370−6.7% | Reduced |
| Curbstone Financial Management Corp | 73,490 | $2.92M | 0.60% | 00.0% | Unchanged |
| FMR LLC | 62,153 | $2.47M | 0.00% | +1,386+2.3% | Added |
| JPMorgan Chase & Co | 54,381 | $2.16M | 0.00% | +6,793+14.3% | Added |
| Goldman Sachs Group Inc | 54,367 | $2.16M | 0.00% | −18,970−25.9% | Reduced |
| Empowered Funds, LLC | 53,389 | $2.12M | 0.02% | +4,688+9.6% | Added |
| Gabelli Funds LLC | 52,700 | $2.10M | 0.01% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 50,220 | $2.00M | 0.00% | +35,957+252.1% | Added |
| Isthmus Partners, LLC | 49,188 | $1.96M | 0.23% | +1,514+3.2% | Added |
| McDonald Partners LLC | 45,469 | $1.81M | 0.43% | +2,539+5.9% | Added |
| The PNC Financial Services Group, Inc. | 45,284 | $1.80M | 0.00% | −14,149−23.8% | Reduced |
| Johnson Investment Counsel Inc | 44,603 | $1.77M | 0.02% | 00.0% | Unchanged |
| Swedbank AB | 42,934 | $1.71M | 0.00% | +42,934 | New |
| CWM, LLC | 42,305 | $1.68M | 0.01% | +924+2.2% | Added |
| Ameriprise Financial Inc | 41,850 | $1.66M | 0.00% | +2,441+6.2% | Added |
| Two Sigma Investments, LP | 41,415 | $1.65M | 0.00% | +11,659+39.2% | Added |
| Bank of America Corp | 38,569 | $1.53M | 0.00% | −54−0.1% | Reduced |
| Gsa Capital Partners LLP | 37,726 | $1.50M | 0.11% | +17,941+90.7% | Added |
| De Lisle Partners LLP | 37,335 | $1.49M | 0.21% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 36,987 | $1.47M | 0.01% | +12,765+52.7% | Added |
| Fisher Asset Management, LLC | 35,149 | $1.40M | 0.00% | +4,560+14.9% | Added |
| Keybank National Association | 34,766 | $1.38M | 0.01% | +16,380+89.1% | Added |
| Renaissance Technologies LLC | 34,100 | $1.36M | 0.00% | +3,100+10.0% | Added |
| Algert Global LLC | 33,074 | $1.32M | 0.03% | −2,120−6.0% | Reduced |
| SEI Investments Co | 31,856 | $1.27M | 0.00% | −41−0.1% | Reduced |
| Two Sigma Advisers, LP | 31,600 | $1.26M | 0.00% | +5,600+21.5% | Added |
| Jane Street Group, LLC | 30,043 | $1.20M | 0.00% | −4,991−14.2% | Reduced |
| Citadel Advisors LLC | 30,028 | $1.19M | 0.00% | −32,975−52.3% | Reduced |
| State of Wisconsin Investment Board | 28,433 | $1.13M | 0.00% | +17,415+158.1% | Added |
| Qube Research & Technologies Ltd | 26,224 | $1.04M | 0.00% | −6,608−20.1% | Reduced |
| Bastion Asset Management Inc. | 25,186 | $1.01M | 0.48% | +25,186 | New |
| Y-Intercept (Hong Kong) Ltd | 24,661 | $981.0K | 0.02% | +24,661 | New |
| Globeflex Capital L P | 23,625 | $939.8K | 0.08% | −6,644−21.9% | Reduced |
| Engineers Gate Manager LP | 23,323 | $927.8K | 0.01% | +15,951+216.4% | Added |
| Invesco Ltd. | 23,202 | $923.0K | 0.00% | −4,672−16.8% | Reduced |
| Nuveen, LLC | 23,161 | $921.3K | 0.00% | −7,224−23.8% | Reduced |
| UBS Asset Management Americas Inc | 22,575 | $898.0K | 0.00% | +4,960+28.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 22,477 | $894.1K | 0.00% | +3,931+21.2% | Added |
| Barclays PLC | 21,494 | $855.0K | 0.00% | +7,589+54.6% | Added |
| Martingale Asset Management L P | 20,932 | $832.7K | 0.02% | +2,101+11.2% | Added |
| Mork Capital Management, LLC | 19,900 | $791.6K | 0.58% | 00.0% | Unchanged |
| UBS Group AG | 19,501 | $775.8K | 0.00% | +6,370+48.5% | Added |
| Quest Partners LLC | 19,201 | $763.8K | 0.08% | +3,629+23.3% | Added |
| Virginia Retirement Systems Et Al | 18,900 | $751.8K | 0.01% | +2,300+13.9% | Added |
| Franklin Resources Inc | 18,618 | $740.6K | 0.00% | +111+0.6% | Added |
| Rhumbline Advisers | 18,430 | $733.1K | 0.00% | +1,206+7.0% | Added |
| Susquehanna International Group, LLP | 18,081 | $719.3K | 0.00% | +1,476+8.9% | Added |
| Assenagon Asset Management S.A. | 17,687 | $703.6K | 0.00% | +17,687 | New |
| Swiss National Bank | 16,600 | $660.3K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 16,012 | $636.0K | 0.00% | −311−1.9% | Reduced |
| Dumont & Blake Investment Advisors LLC | 15,621 | $621.4K | 0.16% | +2,432+18.4% | Added |
| BNP Paribas Arbitrage, SA | 15,383 | $611.9K | 0.00% | −349−2.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 14,979 | $595.9K | 0.00% | −864−5.5% | Reduced |
| Verition Fund Management LLC | 14,770 | $587.6K | 0.00% | +9,423+176.2% | Added |
| Susquehanna Fundamental Investments, LLC | 14,506 | $577.0K | 0.02% | −1,729−10.6% | Reduced |
| NBC Securities, Inc. | 13,205 | $525.0K | 0.04% | +1,525+13.1% | Added |
| Alliancebernstein L.P. | 13,108 | $521.4K | 0.00% | −700−5.1% | Reduced |
| STRS Ohio | 13,000 | $517.1K | 0.00% | +900+7.4% | Added |
| Squarepoint Ops LLC | 12,474 | $496.2K | 0.00% | −9,257−42.6% | Reduced |
| A&I Financial Services, LLC | 12,095 | $481.1K | 0.27% | +1,406+13.2% | Added |
| OP Asset Management Ltd | 12,043 | $479.1K | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 11,616 | $462.1K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 11,596 | $461.3K | 0.00% | +2,215+23.6% | Added |
| Petrus Trust Company, LTA | 11,568 | $460.2K | 0.05% | +11,568 | New |
| Koss-Olinger Consulting, LLC | 11,403 | $453.6K | 0.04% | −895−7.3% | Reduced |
| Dynamic Technology Lab Private Ltd | 11,180 | $445.0K | 0.06% | −5,332−32.3% | Reduced |
| Raymond James Financial Inc | 10,599 | $421.6K | 0.00% | +1,948+22.5% | Added |
| CWM Advisors, LLC | 9,725 | $386.9K | 0.04% | +1,493+18.1% | Added |
| Victory Capital Management Inc | 9,591 | $381.5K | 0.00% | −4,357−31.2% | Reduced |
| Legal & General Group Plc | 9,284 | $369.3K | 0.00% | +654+7.6% | Added |
| Price T Rowe Associates Inc | 9,088 | $362.0K | 0.00% | +716+8.6% | Added |
| PDT Partners, LLC | 8,922 | $354.9K | 0.02% | −10,420−53.9% | Reduced |
| Zacks Investment Management | 8,598 | $342.0K | 0.00% | +8,598 | New |
| Deutsche Bank AG | 8,412 | $334.6K | 0.00% | −18,786−69.1% | Reduced |
| Numerai GP LLC | 8,339 | $331.7K | 0.05% | +2,714+48.2% | Added |
| California State Teachers Retirement System | 8,089 | $321.8K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 7,568 | $301.1K | 0.00% | −2,651−25.9% | Reduced |