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 |
|---|---|---|---|---|---|
| Bank of America Corp | 18,822 | $693.8K | 0.00% | −19,747−51.2% | Reduced |
| Mork Capital Management, LLC | 19,900 | $733.5K | 0.51% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 20,397 | $751.8K | 0.00% | −2,080−9.3% | Reduced |
| BNP Paribas Arbitrage, SA | 21,859 | $805.7K | 0.00% | +6,476+42.1% | Added |
| Citadel Advisors LLC | 22,262 | $820.6K | 0.00% | −7,766−25.9% | Reduced |
| Invesco Ltd. | 23,085 | $850.9K | 0.00% | −117−0.5% | Reduced |
| Martingale Asset Management L P | 23,142 | $853.0K | 0.02% | +2,210+10.6% | Added |
| Nuveen, LLC | 23,161 | $853.7K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 23,531 | $867.4K | 0.00% | +11,057+88.6% | Added |
| Globeflex Capital L P | 23,625 | $870.8K | 0.13% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 24,000 | $884.6K | 0.00% | −17,850−42.7% | Reduced |
| SEI Investments Co | 30,414 | $1.12M | 0.00% | −1,442−4.5% | Reduced |
| HRT Financial LP | 32,322 | $1.19M | 0.00% | +32,322 | New |
| Keybank National Association | 34,766 | $1.28M | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 34,944 | $1.29M | 0.00% | +34,944 | New |
| Fisher Asset Management, LLC | 35,149 | $1.30M | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 35,474 | $1.31M | 0.11% | −2,252−6.0% | Reduced |
| Algert Global LLC | 37,454 | $1.38M | 0.02% | +4,380+13.2% | Added |
| Two Sigma Advisers, LP | 37,700 | $1.39M | 0.00% | +6,100+19.3% | Added |
| CWM, LLC | 42,281 | $1.56M | 0.00% | −24−0.1% | Reduced |
| UBS Group AG | 42,291 | $1.56M | 0.00% | +22,790+116.9% | Added |
| Renaissance Technologies LLC | 42,300 | $1.56M | 0.00% | +8,200+24.0% | Added |
| Swedbank AB | 42,934 | $1.58M | 0.00% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 44,603 | $1.64M | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 46,232 | $1.70M | 0.00% | +948+2.1% | Added |
| McDonald Partners LLC | 46,545 | $1.72M | 0.51% | +1,076+2.4% | Added |
| JPMorgan Chase & Co | 49,351 | $1.82M | 0.00% | −5,030−9.2% | Reduced |
| Gabelli Funds LLC | 51,900 | $1.91M | 0.01% | −800−1.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 53,590 | $1.98M | 0.00% | +3,370+6.7% | Added |
| Isthmus Partners, LLC | 54,847 | $2.02M | 0.45% | +5,659+11.5% | Added |
| Two Sigma Investments, LP | 57,880 | $2.13M | 0.00% | +16,465+39.8% | Added |
| Empowered Funds, LLC | 60,201 | $2.22M | 0.02% | +6,812+12.8% | Added |
| Truvestments Capital LLC | 68,780 | $2.54M | 0.46% | −9,174−11.8% | Reduced |
| FMR LLC | 68,819 | $2.54M | 0.00% | +6,666+10.7% | Added |
| Curbstone Financial Management Corp | 73,490 | $2.71M | 0.52% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 76,053 | $2.80M | 0.00% | +21,686+39.9% | Added |
| Jane Street Group, LLC | 87,112 | $3.21M | 0.00% | +57,069+190.0% | Added |
| AQR Capital Management LLC | 87,633 | $3.23M | 0.00% | +13,421+18.1% | Added |
| Bridgeway Capital Management, LLC | 88,201 | $3.25M | 0.07% | +6,812+8.4% | Added |
| Federated Hermes, Inc. | 96,194 | $3.55M | 0.01% | +546+0.6% | Added |
| Jacobs Levy Equity Management, Inc | 100,663 | $3.71M | 0.01% | −7,599−7.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 102,194 | $3.76M | 0.01% | +17,693+20.9% | Added |
| Northern Trust Corp | 104,189 | $3.84M | 0.00% | −142−0.1% | Reduced |
| Charles Schwab Investment Management Inc | 104,293 | $3.84M | 0.00% | −777−0.7% | Reduced |
| Bank of New York Mellon Corp | 110,668 | $4.08M | 0.00% | −389−0.4% | Reduced |
| Morgan Stanley | 135,406 | $4.99M | 0.00% | −32,692−19.4% | Reduced |
| Acadian Asset Management LLC | 156,608 | $5.76M | 0.01% | −33,863−17.8% | Reduced |
| ProShare Advisors LLC | 167,609 | $6.18M | 0.01% | +17,007+11.3% | Added |
| D. E. Shaw & Co., Inc. | 169,808 | $6.26M | 0.01% | +12,220+7.8% | Added |
| Millennium Management LLC | 220,850 | $8.14M | 0.01% | +117,415+113.5% | Added |
| State Street Corp | 274,513 | $10.1M | 0.00% | +6,505+2.4% | Added |
| Geode Capital Management, LLC | 276,393 | $10.2M | 0.00% | +2,865+1.0% | Added |
| Valueworks LLC | 299,806 | $11.1M | 3.22% | +373+0.1% | Added |
| American Century Companies Inc | 354,973 | $13.1M | 0.01% | +27,769+8.5% | Added |
| Dimensional Fund Advisors LP | 576,509 | $21.2M | 0.00% | +3,935+0.7% | Added |
| Gamco Investors, Inc. Et Al | 845,524 | $31.2M | 0.30% | −15,083−1.8% | Reduced |
| BlackRock, Inc. | 879,483 | $32.4M | 0.00% | −6,288−0.7% | Reduced |
| Vanguard Group Inc | 910,812 | $33.6M | 0.00% | −186,060−17.0% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 0 | $0 | 0.00% | −216,774−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −100,201−100.0% | Sold out |
| De Lisle Partners LLP | 0 | $0 | 0.00% | −37,335−100.0% | Sold out |
| Bastion Asset Management Inc. | 0 | $0 | 0.00% | −25,186−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −16,012−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −14,506−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −11,568−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −11,180−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −7,568−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −6,286−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −5,583−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −2,621−100.0% | Sold out |
| Comerica Bank | 0 | $0 | 0.00% | −1,524−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −234−100.0% | Sold out |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −188−100.0% | Sold out |
| Total Investment Management Inc | 0 | $0 | 0.00% | −102−100.0% | Sold out |
| Farther Finance Advisors, LLC | 0 | $0 | 0.00% | −88−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| LRI Investments, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |