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 |
|---|---|---|---|---|---|
| Intech Investment Management LLC | 6,443 | $237.5K | 0.00% | +1,036+19.2% | Added |
| Tudor Investment Corp Et Al | 6,239 | $230.0K | 0.00% | −30,748−83.1% | Reduced |
| State of Wisconsin Investment Board | 6,207 | $228.8K | 0.00% | −22,226−78.2% | Reduced |
| Quadrature Capital Ltd | 6,167 | $227.8K | 0.00% | +6,167 | New |
| Raymond James Financial Inc | 6,022 | $222.0K | 0.00% | −4,577−43.2% | Reduced |
| PDT Partners, LLC | 6,021 | $221.9K | 0.01% | −2,901−32.5% | Reduced |
| LPL Financial LLC | 5,617 | $207.1K | 0.00% | −295−5.0% | Reduced |
| New York State Common Retirement Fund | 4,494 | $165.6K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 4,375 | $161.3K | 0.00% | +56+1.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 3,409 | $125.7K | 0.00% | +811+31.2% | Added |
| Aquatic Capital Management LLC | 3,372 | $124.3K | 0.00% | +1,410+71.9% | Added |
| Central Pacific Bank - Trust Division | 3,000 | $110.6K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 2,770 | $102.1K | 0.01% | −16,431−85.6% | Reduced |
| Citigroup Inc | 2,304 | $84.9K | 0.00% | −4,014−63.5% | Reduced |
| KLP Kapitalforvaltning AS | 1,500 | $55.3K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 1,497 | $55.2K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,307 | $48.2K | 0.00% | −156−10.7% | Reduced |
| GWM Advisors LLC | 1,236 | $45.6K | 0.00% | +235+23.5% | Added |
| DekaBank Deutsche Girozentrale | 1,249 | $45.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,071 | $39.5K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 982 | $36.2K | 0.00% | −6−0.6% | Reduced |
| Great West Life Assurance Co | 933 | $34.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 810 | $29.9K | 0.00% | +493+155.5% | Added |
| State of Alaska, Department of Revenue | 755 | $27.0K | 0.00% | +755 | New |
| Royal Bank of Canada | 672 | $25.0K | 0.00% | −735−52.2% | Reduced |
| Advisor Group Holdings, Inc. | 661 | $24.8K | 0.00% | −2−0.3% | Reduced |
| SRS Capital Advisors, Inc. | 611 | $22.5K | 0.00% | +483+377.3% | Added |
| Itau Unibanco Holding S.A. | 498 | $18.4K | 0.00% | −500−50.1% | Reduced |
| Amalgamated Bank | 391 | $14.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 336 | $12.4K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 274 | $10.1K | 0.00% | +64+30.5% | Added |
| GAMMA Investing LLC | 226 | $8.33K | 0.00% | −83−26.9% | Reduced |
| Essential Partners LLC | 190 | $7.00K | 0.00% | +144+313.0% | Added |
| Nisa Investment Advisors, LLC | 189 | $6.97K | 0.00% | +8+4.4% | Added |
| EverSource Wealth Advisors, LLC | 175 | $6.45K | 0.00% | −13−6.9% | Reduced |
| Caitong International Asset Management Co., Ltd | 102 | $3.76K | 0.00% | +53+108.2% | Added |
| US Bancorp | 97 | $3.58K | 0.00% | −2,416−96.1% | Reduced |
| Jones Financial Companies LLLP | 86 | $3.19K | 0.00% | −60−41.1% | Reduced |
| Harbour Investments, Inc. | 76 | $2.82K | 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 |
| Barrow Hanley Mewhinney & Strauss LLC | 62 | $2.29K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 60 | $2.21K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 58 | $2.14K | 0.00% | −1−1.7% | 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 |
| Allworth Financial LP | 28 | $1.03K | 0.00% | −22−44.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 17 | $627 | 0.00% | +17 | New |
| Advisors Asset Management, Inc. | 16 | $590 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 15 | $553 | 0.00% | +15 | New |
| Larson Financial Group LLC | 14 | $516 | 0.00% | −6−30.0% | Reduced |
| Rothschild Investment LLC | 10 | $369 | 0.00% | −5−33.3% | Reduced |
| Smartleaf Asset Management LLC | 5 | $183 | 0.00% | +5 | New |
| True Wealth Design, LLC | 2 | $74 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $37 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 0 | $12 | 0.00% | 0 | New |
| Covestor Ltd | 2 | $0 | 0.00% | −768−99.7% | Reduced |
| Capital Advisors, Ltd. LLC | 11 | $0 | 0.00% | +11 | New |
| 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 |