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 |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $40 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $80 | 0.00% | +2 | New |
| Signaturefd, LLC | 9 | $358 | 0.00% | +9 | New |
| Rothschild Investment LLC | 15 | $597 | 0.00% | +5+50.0% | Added |
| Advisors Asset Management, Inc. | 16 | $636 | 0.00% | +8+100.0% | Added |
| Creative Financial Designs Inc | 17 | $676 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 20 | $796 | 0.00% | +20 | New |
| LRI Investments, LLC | 25 | $995 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 46 | $1.83K | 0.00% | +46 | New |
| Caitong International Asset Management Co., Ltd | 49 | $1.95K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 50 | $1.99K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 50 | $1.99K | 0.00% | +50 | New |
| Parallel Advisors, LLC | 57 | $2.27K | 0.00% | −25−30.5% | Reduced |
| Concord Wealth Partners | 60 | $2.39K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 62 | $2.47K | 0.00% | +62 | New |
| Ronald Blue Trust, Inc. | 67 | $2.67K | 0.00% | +2+3.1% | Added |
| IFP Advisors, Inc | 59 | $2.67K | 0.00% | +9+18.0% | Added |
| GPS Wealth Strategies Group, LLC | 70 | $2.79K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 76 | $3.01K | 0.00% | +1+1.3% | Added |
| Farther Finance Advisors, LLC | 88 | $3.50K | 0.00% | +88 | New |
| Total Investment Management Inc | 102 | $4.04K | 0.00% | +102 | New |
| SRS Capital Advisors, Inc. | 128 | $5.09K | 0.00% | +128 | New |
| Jones Financial Companies LLLP | 146 | $5.86K | 0.00% | +106+265.0% | Added |
| Nisa Investment Advisors, LLC | 181 | $7.20K | 0.00% | +102+129.1% | Added |
| Versant Capital Management, Inc | 188 | $7.48K | 0.00% | +166+754.5% | Added |
| EverSource Wealth Advisors, LLC | 188 | $7.48K | 0.00% | +187+18,700.0% | Added |
| Global X Japan Co., Ltd. | 210 | $8.35K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 234 | $9.31K | 0.00% | +173+283.6% | Added |
| GAMMA Investing LLC | 309 | $12.3K | 0.00% | +77+33.2% | Added |
| Sterling Capital Management LLC | 317 | $12.6K | 0.00% | +232+272.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 336 | $13.4K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 391 | $16.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 663 | $26.5K | 0.00% | −5,233−88.8% | Reduced |
| Covestor Ltd | 770 | $31.0K | 0.02% | +87+12.7% | Added |
| Great West Life Assurance Co | 933 | $37.0K | 0.00% | −1,535−62.2% | Reduced |
| Clearstead Advisors, LLC | 988 | $39.3K | 0.00% | +66+7.2% | Added |
| Itau Unibanco Holding S.A. | 998 | $39.7K | 0.00% | −56−5.3% | Reduced |
| GWM Advisors LLC | 1,001 | $39.8K | 0.00% | +109+12.2% | Added |
| Ameritas Investment Partners, Inc. | 1,071 | $42.6K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,249 | $50.0K | 0.00% | −107−7.9% | Reduced |
| Royal Bank of Canada | 1,407 | $56.0K | 0.00% | +1,222+660.5% | Added |
| Tower Research Capital LLC (TRC) | 1,463 | $58.2K | 0.00% | +236+19.2% | Added |
| Arlington Trust Co LLC | 1,497 | $59.6K | 0.01% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 1,500 | $59.7K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 1,524 | $60.6K | 0.00% | −40−2.6% | Reduced |
| Aquatic Capital Management LLC | 1,962 | $78.0K | 0.00% | −827−29.7% | Reduced |
| US Bancorp | 2,513 | $100.0K | 0.00% | +524+26.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 2,598 | $103.3K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 2,621 | $104.3K | 0.00% | −1,452−35.6% | Reduced |
| Central Pacific Bank - Trust Division | 3,000 | $119.3K | 0.02% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 4,319 | $171.8K | 0.00% | +4,071+1,641.5% | Added |
| New York State Common Retirement Fund | 4,494 | $178.8K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 5,407 | $215.1K | 0.00% | −2,499−31.6% | Reduced |
| Dark Forest Capital Management LP | 5,583 | $222.1K | 0.01% | −5,149−48.0% | Reduced |
| ExodusPoint Capital Management, LP | 5,822 | $232.0K | 0.00% | −13,874−70.4% | Reduced |
| LPL Financial LLC | 5,912 | $235.2K | 0.00% | +263+4.7% | Added |
| Panagora Asset Management Inc | 6,286 | $250.1K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 6,318 | $251.3K | 0.00% | −3,407−35.0% | Reduced |
| MetLife Investment Management | 6,486 | $258.0K | 0.00% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 7,346 | $292.2K | 0.03% | 00.0% | Unchanged |
| Wells Fargo & Company | 7,536 | $299.8K | 0.00% | +1,511+25.1% | Added |
| Principal Financial Group Inc | 7,568 | $301.1K | 0.00% | −2,651−25.9% | Reduced |
| California State Teachers Retirement System | 8,089 | $321.8K | 0.00% | 00.0% | Unchanged |
| Numerai GP LLC | 8,339 | $331.7K | 0.05% | +2,714+48.2% | Added |
| Deutsche Bank AG | 8,412 | $334.6K | 0.00% | −18,786−69.1% | Reduced |
| Zacks Investment Management | 8,598 | $342.0K | 0.00% | +8,598 | New |
| PDT Partners, LLC | 8,922 | $354.9K | 0.02% | −10,420−53.9% | Reduced |
| Price T Rowe Associates Inc | 9,088 | $362.0K | 0.00% | +716+8.6% | Added |
| Legal & General Group Plc | 9,284 | $369.3K | 0.00% | +654+7.6% | Added |
| Victory Capital Management Inc | 9,591 | $381.5K | 0.00% | −4,357−31.2% | Reduced |
| CWM Advisors, LLC | 9,725 | $386.9K | 0.04% | +1,493+18.1% | Added |
| Raymond James Financial Inc | 10,599 | $421.6K | 0.00% | +1,948+22.5% | Added |
| Dynamic Technology Lab Private Ltd | 11,180 | $445.0K | 0.06% | −5,332−32.3% | Reduced |
| Koss-Olinger Consulting, LLC | 11,403 | $453.6K | 0.04% | −895−7.3% | Reduced |
| Petrus Trust Company, LTA | 11,568 | $460.2K | 0.05% | +11,568 | New |
| Russell Investments Group, Ltd. | 11,596 | $461.3K | 0.00% | +2,215+23.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 11,616 | $462.1K | 0.00% | 00.0% | Unchanged |
| OP Asset Management Ltd | 12,043 | $479.1K | 0.01% | 00.0% | Unchanged |
| A&I Financial Services, LLC | 12,095 | $481.1K | 0.27% | +1,406+13.2% | Added |
| Squarepoint Ops LLC | 12,474 | $496.2K | 0.00% | −9,257−42.6% | Reduced |
| STRS Ohio | 13,000 | $517.1K | 0.00% | +900+7.4% | Added |
| Alliancebernstein L.P. | 13,108 | $521.4K | 0.00% | −700−5.1% | Reduced |
| NBC Securities, Inc. | 13,205 | $525.0K | 0.04% | +1,525+13.1% | Added |
| Susquehanna Fundamental Investments, LLC | 14,506 | $577.0K | 0.02% | −1,729−10.6% | Reduced |
| Verition Fund Management LLC | 14,770 | $587.6K | 0.00% | +9,423+176.2% | Added |
| Allspring Global Investments Holdings, LLC | 14,979 | $595.9K | 0.00% | −864−5.5% | Reduced |
| BNP Paribas Arbitrage, SA | 15,383 | $611.9K | 0.00% | −349−2.2% | Reduced |
| Dumont & Blake Investment Advisors LLC | 15,621 | $621.4K | 0.16% | +2,432+18.4% | Added |
| Lazard Asset Management LLC | 16,012 | $636.0K | 0.00% | −311−1.9% | Reduced |
| Swiss National Bank | 16,600 | $660.3K | 0.00% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 17,687 | $703.6K | 0.00% | +17,687 | New |
| Susquehanna International Group, LLP | 18,081 | $719.3K | 0.00% | +1,476+8.9% | Added |
| Rhumbline Advisers | 18,430 | $733.1K | 0.00% | +1,206+7.0% | Added |
| Franklin Resources Inc | 18,618 | $740.6K | 0.00% | +111+0.6% | Added |
| Virginia Retirement Systems Et Al | 18,900 | $751.8K | 0.01% | +2,300+13.9% | Added |
| Quest Partners LLC | 19,201 | $763.8K | 0.08% | +3,629+23.3% | Added |
| UBS Group AG | 19,501 | $775.8K | 0.00% | +6,370+48.5% | Added |
| Mork Capital Management, LLC | 19,900 | $791.6K | 0.58% | 00.0% | Unchanged |
| Martingale Asset Management L P | 20,932 | $832.7K | 0.02% | +2,101+11.2% | Added |
| Barclays PLC | 21,494 | $855.0K | 0.00% | +7,589+54.6% | Added |