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.
| 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, Q3 2025
Shares, value and share of portfolio for each institution holding Hyster-Yale, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 2 | $0 | 0.00% | −768−99.7% | Reduced |
| Capital Advisors, Ltd. LLC | 11 | $0 | 0.00% | +11 | New |
| Sunbelt Securities, Inc. | 0 | $12 | 0.00% | 0 | New |
| Huntington National Bank | 1 | $37 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $74 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 5 | $183 | 0.00% | +5 | New |
| Rothschild Investment LLC | 10 | $369 | 0.00% | −5−33.3% | Reduced |
| Larson Financial Group LLC | 14 | $516 | 0.00% | −6−30.0% | Reduced |
| Quadrant Capital Group LLC | 15 | $553 | 0.00% | +15 | New |
| Advisors Asset Management, Inc. | 16 | $590 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 17 | $627 | 0.00% | +17 | New |
| Allworth Financial LP | 28 | $1.03K | 0.00% | −22−44.0% | Reduced |
| Parallel Advisors, LLC | 50 | $1.84K | 0.00% | −7−12.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 50 | $1.84K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 58 | $2.14K | 0.00% | −1−1.7% | Reduced |
| Concord Wealth Partners | 60 | $2.21K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 62 | $2.29K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 70 | $2.58K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 70 | $2.58K | 0.00% | +70 | New |
| Harbour Investments, Inc. | 76 | $2.82K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 86 | $3.19K | 0.00% | −60−41.1% | Reduced |
| US Bancorp | 97 | $3.58K | 0.00% | −2,416−96.1% | Reduced |
| Caitong International Asset Management Co., Ltd | 102 | $3.76K | 0.00% | +53+108.2% | Added |
| EverSource Wealth Advisors, LLC | 175 | $6.45K | 0.00% | −13−6.9% | Reduced |
| Nisa Investment Advisors, LLC | 189 | $6.97K | 0.00% | +8+4.4% | Added |
| Essential Partners LLC | 190 | $7.00K | 0.00% | +144+313.0% | Added |
| GAMMA Investing LLC | 226 | $8.33K | 0.00% | −83−26.9% | Reduced |
| Global X Japan Co., Ltd. | 274 | $10.1K | 0.00% | +64+30.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 336 | $12.4K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 391 | $14.0K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 498 | $18.4K | 0.00% | −500−50.1% | Reduced |
| SRS Capital Advisors, Inc. | 611 | $22.5K | 0.00% | +483+377.3% | Added |
| Advisor Group Holdings, Inc. | 661 | $24.8K | 0.00% | −2−0.3% | Reduced |
| Royal Bank of Canada | 672 | $25.0K | 0.00% | −735−52.2% | Reduced |
| State of Alaska, Department of Revenue | 755 | $27.0K | 0.00% | +755 | New |
| Sterling Capital Management LLC | 810 | $29.9K | 0.00% | +493+155.5% | Added |
| Great West Life Assurance Co | 933 | $34.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 982 | $36.2K | 0.00% | −6−0.6% | Reduced |
| Ameritas Investment Partners, Inc. | 1,071 | $39.5K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,249 | $45.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,236 | $45.6K | 0.00% | +235+23.5% | Added |
| Tower Research Capital LLC (TRC) | 1,307 | $48.2K | 0.00% | −156−10.7% | Reduced |
| Arlington Trust Co LLC | 1,497 | $55.2K | 0.01% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 1,500 | $55.3K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 2,304 | $84.9K | 0.00% | −4,014−63.5% | Reduced |
| Quest Partners LLC | 2,770 | $102.1K | 0.01% | −16,431−85.6% | Reduced |
| Central Pacific Bank - Trust Division | 3,000 | $110.6K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 3,372 | $124.3K | 0.00% | +1,410+71.9% | Added |
| Police & Firemen's Retirement System of New Jersey | 3,409 | $125.7K | 0.00% | +811+31.2% | Added |
| Public Employees Retirement System of Ohio | 4,375 | $161.3K | 0.00% | +56+1.3% | Added |
| New York State Common Retirement Fund | 4,494 | $165.6K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 5,617 | $207.1K | 0.00% | −295−5.0% | Reduced |
| PDT Partners, LLC | 6,021 | $221.9K | 0.01% | −2,901−32.5% | Reduced |
| Raymond James Financial Inc | 6,022 | $222.0K | 0.00% | −4,577−43.2% | Reduced |
| Quadrature Capital Ltd | 6,167 | $227.8K | 0.00% | +6,167 | New |
| State of Wisconsin Investment Board | 6,207 | $228.8K | 0.00% | −22,226−78.2% | Reduced |
| Tudor Investment Corp Et Al | 6,239 | $230.0K | 0.00% | −30,748−83.1% | Reduced |
| Intech Investment Management LLC | 6,443 | $237.5K | 0.00% | +1,036+19.2% | Added |
| MetLife Investment Management | 6,486 | $239.1K | 0.00% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 7,346 | $270.8K | 0.03% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 7,445 | $274.4K | 0.01% | −17,216−69.8% | Reduced |
| Walleye Capital LLC | 7,489 | $276.0K | 0.00% | +7,489 | New |
| STRS Ohio | 7,500 | $276.4K | 0.00% | −5,500−42.3% | Reduced |
| FourThought Financial Partners, LLC | 7,917 | $291.8K | 0.03% | +7,917 | New |
| Numerai GP LLC | 8,048 | $296.6K | 0.04% | −291−3.5% | Reduced |
| California State Teachers Retirement System | 8,090 | $298.2K | 0.00% | +10.0% | Added |
| Amundi | 8,679 | $313.0K | 0.00% | +8,679 | New |
| Zacks Investment Management | 8,598 | $316.9K | 0.00% | 00.0% | Unchanged |
| Pacific Ridge Capital Partners, LLC | 8,854 | $326.4K | 0.07% | +8,854 | New |
| Wells Fargo & Company | 9,006 | $332.0K | 0.00% | +1,470+19.5% | Added |
| Prelude Capital Management, LLC | 9,265 | $341.5K | 0.03% | +9,265 | New |
| Price T Rowe Associates Inc | 9,342 | $345.0K | 0.00% | +254+2.8% | Added |
| OP Asset Management Ltd | 9,517 | $350.8K | 0.00% | −2,526−21.0% | Reduced |
| Deutsche Bank AG | 9,643 | $355.4K | 0.00% | +1,231+14.6% | Added |
| Legal & General Group Plc | 9,958 | $367.1K | 0.00% | +674+7.3% | Added |
| Prudential Financial Inc | 10,236 | $377.3K | 0.00% | +10,236 | New |
| Shufro Rose & Co LLC | 10,340 | $387.4K | 0.03% | +10,340 | New |
| Mirae Asset Global Investments Co., Ltd. | 10,771 | $397.0K | 0.00% | −845−7.3% | Reduced |
| Susquehanna International Group, LLP | 10,772 | $397.1K | 0.00% | −7,309−40.4% | Reduced |
| Victory Capital Management Inc | 10,861 | $400.3K | 0.00% | +1,270+13.2% | Added |
| SG Americas Securities, LLC | 10,918 | $402.0K | 0.00% | +10,918 | New |
| UBS Asset Management Americas Inc | 11,607 | $427.8K | 0.00% | −10,968−48.6% | Reduced |
| Alliancebernstein L.P. | 12,208 | $450.0K | 0.00% | −900−6.9% | Reduced |
| Koss-Olinger Consulting, LLC | 11,403 | $454.0K | 0.04% | 00.0% | Unchanged |
| CWM Advisors, LLC | 12,438 | $458.5K | 0.04% | +2,713+27.9% | Added |
| NBC Securities, Inc. | 13,205 | $486.7K | 0.04% | 00.0% | Unchanged |
| A&I Financial Services, LLC | 13,594 | $502.1K | 0.25% | +1,499+12.4% | Added |
| Allspring Global Investments Holdings, LLC | 14,832 | $546.7K | 0.00% | −147−1.0% | Reduced |
| Qube Research & Technologies Ltd | 14,895 | $549.0K | 0.00% | −11,329−43.2% | Reduced |
| Verition Fund Management LLC | 14,909 | $549.5K | 0.00% | +139+0.9% | Added |
| Dumont & Blake Investment Advisors LLC | 15,629 | $576.1K | 0.14% | +8+0.1% | Added |
| Swiss National Bank | 16,600 | $611.9K | 0.00% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 16,715 | $616.1K | 0.00% | −972−5.5% | Reduced |
| Barclays PLC | 16,831 | $620.4K | 0.00% | −4,663−21.7% | Reduced |
| Russell Investments Group, Ltd. | 16,956 | $625.0K | 0.00% | +5,360+46.2% | Added |
| ExodusPoint Capital Management, LP | 18,028 | $664.5K | 0.01% | +12,206+209.7% | Added |
| Rhumbline Advisers | 18,311 | $674.9K | 0.00% | −119−0.6% | Reduced |
| Virginia Retirement Systems Et Al | 18,500 | $681.9K | 0.00% | −400−2.1% | Reduced |
| Engineers Gate Manager LP | 18,706 | $689.5K | 0.01% | −4,617−19.8% | Reduced |
| Franklin Resources Inc | 18,753 | $691.2K | 0.00% | +135+0.7% | Added |