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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, Q4 2025

Institutional positions in Hyster-Yale, Inc. as of Dec 31, 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
144
−14 vs. Q3 2025
Shares held
8.07M
−106.9K (−1.3%) vs. Q3 2025
Total value
$239.9M
−$61.6M (−20.4%) vs. Q3 2025
New holders
18
52 more added
Sold out
32
48 more reduced

Compare with Q3 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 holdersQ4 2025: 144 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 heldQ4 2025: $239.9M
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, Q4 2025

Shares, value and share of portfolio for each institution holding Hyster-Yale, Inc.; share changes are against Q3 2025.

Institutions holding HY in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.890,877$26.5M0.00%+11,394+1.3%Added
Gamco Investors, Inc. Et Al834,366$24.8M0.24%−11,158−1.3%Reduced
Vanguard Group Inc698,331$20.7M0.00%−212,481−23.3%Reduced
Dimensional Fund Advisors LP559,041$16.6M0.00%−17,468−3.0%Reduced
Valueworks LLC399,344$11.9M3.12%+99,538+33.2%Added
American Century Companies Inc377,785$11.2M0.01%+22,812+6.4%Added
State Street Corp307,794$9.14M0.00%+33,281+12.1%Added
Geode Capital Management, LLC275,896$8.20M0.00%−497−0.2%Reduced
Millennium Management LLC224,251$6.66M0.00%+3,401+1.5%Added
Acadian Asset Management LLC197,642$5.86M0.01%+41,034+26.2%Added
ProShare Advisors LLC181,375$5.39M0.01%+13,766+8.2%Added
D. E. Shaw & Co., Inc.175,689$5.22M0.00%+5,881+3.5%Added
Jacobs Levy Equity Management, Inc144,485$4.29M0.02%+43,822+43.5%Added
Morgan Stanley143,178$4.25M0.00%+7,772+5.7%Added
Mirae Asset Global ETFs Holdings Ltd.126,757$3.77M0.01%+24,563+24.0%Added
Federated Hermes, Inc.122,876$3.65M0.01%+26,682+27.7%Added
Goldman Sachs Group Inc120,803$3.59M0.00%+44,750+58.8%Added
Charles Schwab Investment Management Inc96,441$2.87M0.00%−7,852−7.5%Reduced
Northern Trust Corp95,694$2.84M0.00%−8,495−8.2%Reduced
Bridgeway Capital Management, LLC94,609$2.81M0.06%+6,408+7.3%Added
AQR Capital Management LLC86,524$2.57M0.00%−1,109−1.3%Reduced
FMR LLC77,713$2.31M0.00%+8,894+12.9%Added
Curbstone Financial Management Corp73,490$2.18M0.42%00.0%Unchanged
Arrowstreet Capital, Limited Partnership66,975$1.99M0.00%+13,385+25.0%Added
Truvestments Capital LLC66,172$1.97M0.36%−2,608−3.8%Reduced
Isthmus Partners, LLC57,443$1.71M0.19%+2,596+4.7%Added
Gabelli Funds LLC56,200$1.67M0.01%+4,300+8.3%Added
Impala Asset Management LLC50,000$1.49M0.94%+50,000New
The PNC Financial Services Group, Inc.48,223$1.43M0.00%+1,991+4.3%Added
Mackenzie Financial Corp47,048$1.40M0.00%+12,104+34.6%Added
JPMorgan Chase & Co45,496$1.35M0.00%−3,855−7.8%Reduced
Johnson Investment Counsel Inc44,603$1.33M0.01%00.0%Unchanged
Bank of New York Mellon Corp41,681$1.24M0.00%−68,987−62.3%Reduced
CWM, LLC41,393$1.23M0.00%−888−2.1%Reduced
McDonald Partners LLC40,370$1.20M0.38%−6,175−13.3%Reduced
Renaissance Technologies LLC39,900$1.19M0.00%−2,400−5.7%Reduced
UBS Group AG37,724$1.12M0.00%−4,567−10.8%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.37,137$1.12M0.00%+16,740+82.1%Added
Algert Global LLC37,184$1.10M0.02%−270−0.7%Reduced
Keybank National Association34,766$1.03M0.00%00.0%Unchanged
Gsa Capital Partners LLP34,433$1.02M0.09%−1,041−2.9%Reduced
Fisher Asset Management, LLC32,981$979.9K0.00%−2,168−6.2%Reduced
SEI Investments Co29,254$869.1K0.00%−1,160−3.8%Reduced
Two Sigma Advisers, LP29,100$864.6K0.00%−8,600−22.8%Reduced
Two Sigma Investments, LP28,360$842.6K0.00%−29,520−51.0%Reduced
Bank of America Corp27,916$829.4K0.00%+9,094+48.3%Added
Deutsche Bank AG26,240$779.6K0.00%+16,597+172.1%Added
Ameriprise Financial Inc26,125$776.2K0.00%+2,125+8.9%Added
Susquehanna International Group, LLP24,936$740.8K0.00%+14,164+131.5%Added
Susquehanna Fundamental Investments, LLC23,438$696.3K0.02%+23,438New
Nuveen, LLC23,161$688.1K0.00%00.0%Unchanged
Martingale Asset Management L P23,120$686.9K0.02%−22−0.1%Reduced
ExodusPoint Capital Management, LP22,896$680.2K0.01%+4,868+27.0%Added
Citadel Advisors LLC22,682$673.9K0.00%+420+1.9%Added
Invesco Ltd.21,726$645.5K0.00%−1,359−5.9%Reduced
Pacific Ridge Capital Partners, LLC20,128$598.0K0.13%+11,274+127.3%Added
Franklin Resources Inc20,076$596.5K0.00%+1,323+7.1%Added
Barclays PLC18,280$543.1K0.00%+1,449+8.6%Added
Engineers Gate Manager LP17,808$529.1K0.01%−898−4.8%Reduced
Virginia Retirement Systems Et Al17,700$525.9K0.00%−800−4.3%Reduced
Russell Investments Group, Ltd.17,206$511.2K0.00%+250+1.5%Added
Skopos Labs, Inc.16,942$510.8K0.02%+16,942New
FourThought Financial Partners, LLC16,976$504.4K0.04%+9,059+114.4%Added
Swiss National Bank16,600$493.2K0.00%00.0%Unchanged
Allspring Global Investments Holdings, LLC16,254$482.9K0.00%+1,422+9.6%Added
CWM Advisors, LLC15,798$469.4K0.04%+3,360+27.0%Added
Rhumbline Advisers15,601$463.5K0.00%−2,710−14.8%Reduced
Wells Fargo & Company15,267$453.6K0.00%+6,261+69.5%Added
Dumont & Blake Investment Advisors LLC14,479$430.0K0.10%−1,150−7.4%Reduced
Jane Street Group, LLC13,903$413.1K0.00%−73,209−84.0%Reduced
XTX Topco Ltd13,616$404.5K0.01%+13,616New
Prelude Capital Management, LLC13,160$391.0K0.03%+3,895+42.0%Added
Krilogy Financial LLC12,012$383.5K0.01%+12,012New
Price T Rowe Associates Inc12,867$383.0K0.00%+3,525+37.7%Added
Raymond James Financial Inc12,891$383.0K0.00%+6,869+114.1%Added
NBC Securities, Inc.12,705$377.5K0.03%−500−3.8%Reduced
UBS Asset Management Americas Inc11,607$344.8K0.00%00.0%Unchanged
SG Americas Securities, LLC10,955$325.0K0.00%+37+0.3%Added
Brevan Howard Capital Management LP10,747$319.3K0.01%+10,747New
Advisor Group Holdings, Inc.10,429$309.8K0.00%+9,768+1,477.8%Added
Mirae Asset Global Investments Co., Ltd.10,339$307.2K0.00%−432−4.0%Reduced
Quantinno Capital Management LP10,250$304.5K0.00%+10,250New
Legal & General Group Plc9,958$295.9K0.00%00.0%Unchanged
Alliancebernstein L.P.9,928$295.0K0.00%−2,280−18.7%Reduced
Koss-Olinger Consulting, LLC9,904$294.0K0.02%−1,499−13.1%Reduced
OP Asset Management Ltd9,517$282.8K0.00%00.0%Unchanged
Prudential Financial Inc9,433$280.3K0.00%−803−7.8%Reduced
Amundi9,013$267.8K0.00%+334+3.8%Added
Public Employees Retirement System of Ohio8,770$260.6K0.00%+4,395+100.5%Added
HRT Financial LP8,650$256.0K0.00%−23,672−73.2%Reduced
Zacks Investment Management8,598$255.5K0.00%00.0%Unchanged
Caxton Associates LLP8,494$252.4K0.00%+8,494New
BNP Paribas Arbitrage, SA8,468$251.6K0.00%−13,391−61.3%Reduced
Creative Planning8,244$244.9K0.00%+8,244New
Parvin Asset Management, LLC8,045$239.0K0.19%+8,045New
California State Teachers Retirement System7,981$237.1K0.00%−109−1.3%Reduced
STRS Ohio7,500$222.8K0.00%00.0%Unchanged
Kohmann Bosshard Financial Services, LLC7,346$218.3K0.02%00.0%Unchanged
MetLife Investment Management6,486$192.7K0.00%00.0%Unchanged
Simplex Trading, LLC4,572$135.8K0.00%+4,572New