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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, Q3 2025

Institutional positions in Hyster-Yale, Inc. as of Sep 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
158
−3 vs. Q2 2025
Shares held
8.18M
−372.7K (−4.4%) vs. Q2 2025
Total value
$301.5M
−$38.7M (−11.4%) vs. Q2 2025
New holders
18
52 more added
Sold out
21
57 more reduced

Compare with Q2 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 holdersQ3 2025: 158 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 heldQ3 2025: $301.5M
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, Q3 2025

Shares, value and share of portfolio for each institution holding Hyster-Yale, Inc.; share changes are against Q2 2025.

Institutions holding HY in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc910,812$33.6M0.00%−186,060−17.0%Reduced
BlackRock, Inc.879,483$32.4M0.00%−6,288−0.7%Reduced
Gamco Investors, Inc. Et Al845,524$31.2M0.30%−15,083−1.8%Reduced
Dimensional Fund Advisors LP576,509$21.2M0.00%+3,935+0.7%Added
American Century Companies Inc354,973$13.1M0.01%+27,769+8.5%Added
Valueworks LLC299,806$11.1M3.22%+373+0.1%Added
Geode Capital Management, LLC276,393$10.2M0.00%+2,865+1.0%Added
State Street Corp274,513$10.1M0.00%+6,505+2.4%Added
Millennium Management LLC220,850$8.14M0.01%+117,415+113.5%Added
D. E. Shaw & Co., Inc.169,808$6.26M0.01%+12,220+7.8%Added
ProShare Advisors LLC167,609$6.18M0.01%+17,007+11.3%Added
Acadian Asset Management LLC156,608$5.76M0.01%−33,863−17.8%Reduced
Morgan Stanley135,406$4.99M0.00%−32,692−19.4%Reduced
Bank of New York Mellon Corp110,668$4.08M0.00%−389−0.4%Reduced
Charles Schwab Investment Management Inc104,293$3.84M0.00%−777−0.7%Reduced
Northern Trust Corp104,189$3.84M0.00%−142−0.1%Reduced
Mirae Asset Global ETFs Holdings Ltd.102,194$3.76M0.01%+17,693+20.9%Added
Jacobs Levy Equity Management, Inc100,663$3.71M0.01%−7,599−7.0%Reduced
Federated Hermes, Inc.96,194$3.55M0.01%+546+0.6%Added
Bridgeway Capital Management, LLC88,201$3.25M0.07%+6,812+8.4%Added
AQR Capital Management LLC87,633$3.23M0.00%+13,421+18.1%Added
Jane Street Group, LLC87,112$3.21M0.00%+57,069+190.0%Added
Goldman Sachs Group Inc76,053$2.80M0.00%+21,686+39.9%Added
Curbstone Financial Management Corp73,490$2.71M0.52%00.0%Unchanged
FMR LLC68,819$2.54M0.00%+6,666+10.7%Added
Truvestments Capital LLC68,780$2.54M0.46%−9,174−11.8%Reduced
Empowered Funds, LLC60,201$2.22M0.02%+6,812+12.8%Added
Two Sigma Investments, LP57,880$2.13M0.00%+16,465+39.8%Added
Isthmus Partners, LLC54,847$2.02M0.45%+5,659+11.5%Added
Arrowstreet Capital, Limited Partnership53,590$1.98M0.00%+3,370+6.7%Added
Gabelli Funds LLC51,900$1.91M0.01%−800−1.5%Reduced
JPMorgan Chase & Co49,351$1.82M0.00%−5,030−9.2%Reduced
McDonald Partners LLC46,545$1.72M0.51%+1,076+2.4%Added
The PNC Financial Services Group, Inc.46,232$1.70M0.00%+948+2.1%Added
Johnson Investment Counsel Inc44,603$1.64M0.01%00.0%Unchanged
Swedbank AB42,934$1.58M0.00%00.0%Unchanged
Renaissance Technologies LLC42,300$1.56M0.00%+8,200+24.0%Added
UBS Group AG42,291$1.56M0.00%+22,790+116.9%Added
CWM, LLC42,281$1.56M0.00%−24−0.1%Reduced
Two Sigma Advisers, LP37,700$1.39M0.00%+6,100+19.3%Added
Algert Global LLC37,454$1.38M0.02%+4,380+13.2%Added
Gsa Capital Partners LLP35,474$1.31M0.11%−2,252−6.0%Reduced
Fisher Asset Management, LLC35,149$1.30M0.00%00.0%Unchanged
Mackenzie Financial Corp34,944$1.29M0.00%+34,944New
Keybank National Association34,766$1.28M0.00%00.0%Unchanged
HRT Financial LP32,322$1.19M0.00%+32,322New
SEI Investments Co30,414$1.12M0.00%−1,442−4.5%Reduced
Ameriprise Financial Inc24,000$884.6K0.00%−17,850−42.7%Reduced
Globeflex Capital L P23,625$870.8K0.13%00.0%Unchanged
Squarepoint Ops LLC23,531$867.4K0.00%+11,057+88.6%Added
Nuveen, LLC23,161$853.7K0.00%00.0%Unchanged
Martingale Asset Management L P23,142$853.0K0.02%+2,210+10.6%Added
Invesco Ltd.23,085$850.9K0.00%−117−0.5%Reduced
Citadel Advisors LLC22,262$820.6K0.00%−7,766−25.9%Reduced
BNP Paribas Arbitrage, SA21,859$805.7K0.00%+6,476+42.1%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.20,397$751.8K0.00%−2,080−9.3%Reduced
Mork Capital Management, LLC19,900$733.5K0.51%00.0%Unchanged
Bank of America Corp18,822$693.8K0.00%−19,747−51.2%Reduced
Franklin Resources Inc18,753$691.2K0.00%+135+0.7%Added
Engineers Gate Manager LP18,706$689.5K0.01%−4,617−19.8%Reduced
Virginia Retirement Systems Et Al18,500$681.9K0.00%−400−2.1%Reduced
Rhumbline Advisers18,311$674.9K0.00%−119−0.6%Reduced
ExodusPoint Capital Management, LP18,028$664.5K0.01%+12,206+209.7%Added
Russell Investments Group, Ltd.16,956$625.0K0.00%+5,360+46.2%Added
Barclays PLC16,831$620.4K0.00%−4,663−21.7%Reduced
Assenagon Asset Management S.A.16,715$616.1K0.00%−972−5.5%Reduced
Swiss National Bank16,600$611.9K0.00%00.0%Unchanged
Dumont & Blake Investment Advisors LLC15,629$576.1K0.14%+8+0.1%Added
Verition Fund Management LLC14,909$549.5K0.00%+139+0.9%Added
Qube Research & Technologies Ltd14,895$549.0K0.00%−11,329−43.2%Reduced
Allspring Global Investments Holdings, LLC14,832$546.7K0.00%−147−1.0%Reduced
A&I Financial Services, LLC13,594$502.1K0.25%+1,499+12.4%Added
NBC Securities, Inc.13,205$486.7K0.04%00.0%Unchanged
CWM Advisors, LLC12,438$458.5K0.04%+2,713+27.9%Added
Koss-Olinger Consulting, LLC11,403$454.0K0.04%00.0%Unchanged
Alliancebernstein L.P.12,208$450.0K0.00%−900−6.9%Reduced
UBS Asset Management Americas Inc11,607$427.8K0.00%−10,968−48.6%Reduced
SG Americas Securities, LLC10,918$402.0K0.00%+10,918New
Victory Capital Management Inc10,861$400.3K0.00%+1,270+13.2%Added
Susquehanna International Group, LLP10,772$397.1K0.00%−7,309−40.4%Reduced
Mirae Asset Global Investments Co., Ltd.10,771$397.0K0.00%−845−7.3%Reduced
Shufro Rose & Co LLC10,340$387.4K0.03%+10,340New
Prudential Financial Inc10,236$377.3K0.00%+10,236New
Legal & General Group Plc9,958$367.1K0.00%+674+7.3%Added
Deutsche Bank AG9,643$355.4K0.00%+1,231+14.6%Added
OP Asset Management Ltd9,517$350.8K0.00%−2,526−21.0%Reduced
Price T Rowe Associates Inc9,342$345.0K0.00%+254+2.8%Added
Prelude Capital Management, LLC9,265$341.5K0.03%+9,265New
Wells Fargo & Company9,006$332.0K0.00%+1,470+19.5%Added
Pacific Ridge Capital Partners, LLC8,854$326.4K0.07%+8,854New
Zacks Investment Management8,598$316.9K0.00%00.0%Unchanged
Amundi8,679$313.0K0.00%+8,679New
California State Teachers Retirement System8,090$298.2K0.00%+10.0%Added
Numerai GP LLC8,048$296.6K0.04%−291−3.5%Reduced
FourThought Financial Partners, LLC7,917$291.8K0.03%+7,917New
STRS Ohio7,500$276.4K0.00%−5,500−42.3%Reduced
Walleye Capital LLC7,489$276.0K0.00%+7,489New
Y-Intercept (Hong Kong) Ltd7,445$274.4K0.01%−17,216−69.8%Reduced
Kohmann Bosshard Financial Services, LLC7,346$270.8K0.03%00.0%Unchanged
MetLife Investment Management6,486$239.1K0.00%00.0%Unchanged