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Livermore
Livermore
ZHEN

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.

Institutional holdersQ2 2025: 161 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 heldQ2 2025: $340.1M
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, Q2 2025

Shares, value and share of portfolio for each institution holding Hyster-Yale, Inc.; share changes are against Q1 2025.

Institutions holding HY in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Wells Fargo & Company7,536$299.8K0.00%+1,511+25.1%Added
Kohmann Bosshard Financial Services, LLC7,346$292.2K0.03%00.0%Unchanged
MetLife Investment Management6,486$258.0K0.00%00.0%Unchanged
Citigroup Inc6,318$251.3K0.00%−3,407−35.0%Reduced
Panagora Asset Management Inc6,286$250.1K0.00%00.0%Unchanged
LPL Financial LLC5,912$235.2K0.00%+263+4.7%Added
ExodusPoint Capital Management, LP5,822$232.0K0.00%−13,874−70.4%Reduced
Dark Forest Capital Management LP5,583$222.1K0.01%−5,149−48.0%Reduced
Intech Investment Management LLC5,407$215.1K0.00%−2,499−31.6%Reduced
New York State Common Retirement Fund4,494$178.8K0.00%00.0%Unchanged
Public Employees Retirement System of Ohio4,319$171.8K0.00%+4,071+1,641.5%Added
Central Pacific Bank - Trust Division3,000$119.3K0.02%00.0%Unchanged
Quantbot Technologies LP2,621$104.3K0.00%−1,452−35.6%Reduced
Police & Firemen's Retirement System of New Jersey2,598$103.3K0.00%00.0%Unchanged
US Bancorp2,513$100.0K0.00%+524+26.3%Added
Aquatic Capital Management LLC1,962$78.0K0.00%−827−29.7%Reduced
Comerica Bank1,524$60.6K0.00%−40−2.6%Reduced
KLP Kapitalforvaltning AS1,500$59.7K0.00%00.0%Unchanged
Arlington Trust Co LLC1,497$59.6K0.01%00.0%Unchanged
Tower Research Capital LLC (TRC)1,463$58.2K0.00%+236+19.2%Added
Royal Bank of Canada1,407$56.0K0.00%+1,222+660.5%Added
DekaBank Deutsche Girozentrale1,249$50.0K0.00%−107−7.9%Reduced
Ameritas Investment Partners, Inc.1,071$42.6K0.00%00.0%Unchanged
GWM Advisors LLC1,001$39.8K0.00%+109+12.2%Added
Itau Unibanco Holding S.A.998$39.7K0.00%−56−5.3%Reduced
Clearstead Advisors, LLC988$39.3K0.00%+66+7.2%Added
Great West Life Assurance Co933$37.0K0.00%−1,535−62.2%Reduced
Covestor Ltd770$31.0K0.02%+87+12.7%Added
Advisor Group Holdings, Inc.663$26.5K0.00%−5,233−88.8%Reduced
Amalgamated Bank391$16.0K0.00%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)336$13.4K0.00%00.0%Unchanged
Sterling Capital Management LLC317$12.6K0.00%+232+272.9%Added
GAMMA Investing LLC309$12.3K0.00%+77+33.2%Added
Skopos Labs, Inc.234$9.31K0.00%+173+283.6%Added
Global X Japan Co., Ltd.210$8.35K0.00%00.0%Unchanged
Versant Capital Management, Inc188$7.48K0.00%+166+754.5%Added
EverSource Wealth Advisors, LLC188$7.48K0.00%+187+18,700.0%Added
Nisa Investment Advisors, LLC181$7.20K0.00%+102+129.1%Added
Jones Financial Companies LLLP146$5.86K0.00%+106+265.0%Added
SRS Capital Advisors, Inc.128$5.09K0.00%+128New
Total Investment Management Inc102$4.04K0.00%+102New
Farther Finance Advisors, LLC88$3.50K0.00%+88New
Harbour Investments, Inc.76$3.01K0.00%+1+1.3%Added
GPS Wealth Strategies Group, LLC70$2.79K0.00%00.0%Unchanged
IFP Advisors, Inc59$2.67K0.00%+9+18.0%Added
Ronald Blue Trust, Inc.67$2.67K0.00%+2+3.1%Added
Barrow Hanley Mewhinney & Strauss LLC62$2.47K0.00%+62New
Concord Wealth Partners60$2.39K0.00%00.0%Unchanged
Parallel Advisors, LLC57$2.27K0.00%−25−30.5%Reduced
Federation des caisses Desjardins du Quebec50$1.99K0.00%00.0%Unchanged
Allworth Financial LP50$1.99K0.00%+50New
Caitong International Asset Management Co., Ltd49$1.95K0.00%00.0%Unchanged
Essential Partners LLC46$1.83K0.00%+46New
LRI Investments, LLC25$9950.00%00.0%Unchanged
Larson Financial Group LLC20$7960.00%+20New
Creative Financial Designs Inc17$6760.00%00.0%Unchanged
Advisors Asset Management, Inc.16$6360.00%+8+100.0%Added
Rothschild Investment LLC15$5970.00%+5+50.0%Added
Signaturefd, LLC9$3580.00%+9New
True Wealth Design, LLC2$800.00%+2New
Huntington National Bank1$400.00%00.0%Unchanged
First Trust Advisors LP0$00.00%−83,580−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−25,008−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−23,150−100.0%Sold out
Granby Capital Management, LLC0$00.00%−14,985−100.0%Sold out
Los Angeles Capital Management LLC0$00.00%−11,307−100.0%Sold out
Shufro Rose & Co LLC0$00.00%−10,340−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−10,273−100.0%Sold out
Jump Financial, LLC0$00.00%−9,236−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−8,956−100.0%Sold out
Prudential Financial Inc0$00.00%−7,228−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−6,063−100.0%Sold out
Corebridge Financial, Inc.0$00.00%−5,612−100.0%Sold out
Sherbrooke Park Advisers LLC0$00.00%−5,330−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−5,100−100.0%Sold out
Amundi0$00.00%−4,844−100.0%Sold out
State of Tennessee, Treasury Department0$00.00%−2,686−100.0%Sold out
Point72 Asia (Singapore) Pte. Ltd.0$00.00%−1,755−100.0%Sold out
New York State Teachers Retirement System0$00.00%−779−100.0%Sold out
Meeder Asset Management Inc0$00.00%−741−100.0%Sold out
Mattson Financial Services, LLC0$00.00%−700−100.0%Sold out
Point72 (DIFC) Ltd0$00.00%−590−100.0%Sold out
Canada Pension Plan Investment Board0$00.00%−400−100.0%Sold out
Coldstream Capital Management Inc0$00.00%−398−100.0%Sold out
Bokf, NA0$00.00%−200−100.0%Sold out
Richards, Merrill & Peterson, Inc.0$00.00%−200−100.0%Sold out
Quarry LP0$00.00%−101−100.0%Sold out
Simplex Trading, LLC0$00.00%−77−100.0%Sold out
Aster Capital Management (DIFC) Ltd0$00.00%−52−100.0%Sold out
First Horizon Advisors, Inc.0$00.00%−14−100.0%Sold out
Parkside Financial Bank & Trust0$00.00%−10−100.0%Sold out
Smartleaf Asset Management LLC0$00.00%−5−100.0%Sold out
Lindbrook Capital, LLC––––Not filed