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.
| 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, Q4 2025
Shares, value and share of portfolio for each institution holding Hyster-Yale, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 0 | $10 | 0.00% | 0 | Unchanged |
| Huntington National Bank | 1 | $30 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2 | $59 | 0.00% | −8−80.0% | Reduced |
| Smartleaf Asset Management LLC | 5 | $149 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 6 | $179 | 0.00% | +6 | New |
| Essential Partners LLC | 14 | $416 | 0.00% | −176−92.6% | Reduced |
| Advisors Asset Management, Inc. | 15 | $446 | 0.00% | −1−6.3% | Reduced |
| Farther Finance Advisors, LLC | 35 | $1.04K | 0.00% | +35 | New |
| Parallel Advisors, LLC | 41 | $1.22K | 0.00% | −9−18.0% | Reduced |
| Allworth Financial LP | 48 | $1.43K | 0.00% | +20+71.4% | Added |
| Federation des caisses Desjardins du Quebec | 50 | $1.49K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 55 | $1.63K | 0.00% | −3−5.2% | Reduced |
| Concord Wealth Partners | 60 | $1.78K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 69 | $2.05K | 0.00% | −106−60.6% | Reduced |
| Quadrant Capital Group LLC | 70 | $2.08K | 0.00% | +55+366.7% | Added |
| Basecamp Wealth Advisors LLC | 71 | $2.11K | 0.00% | +71 | New |
| US Bancorp | 75 | $2.23K | 0.00% | −22−22.7% | Reduced |
| Los Angeles Capital Management LLC | 62 | $2.25K | 0.00% | +62 | New |
| Harbour Investments, Inc. | 77 | $2.29K | 0.00% | +1+1.3% | Added |
| Jones Financial Companies LLLP | 139 | $4.13K | 0.00% | +53+61.6% | Added |
| DV Equities, LLC | 161 | $4.78K | 0.00% | +161 | New |
| Nisa Investment Advisors, LLC | 191 | $5.67K | 0.00% | +2+1.1% | Added |
| GAMMA Investing LLC | 268 | $7.96K | 0.00% | +42+18.6% | Added |
| Global X Japan Co., Ltd. | 274 | $8.14K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 336 | $9.98K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 369 | $11.0K | 0.00% | −22−5.6% | Reduced |
| Royal Bank of Canada | 600 | $17.0K | 0.00% | −72−10.7% | Reduced |
| Sterling Capital Management LLC | 677 | $20.1K | 0.00% | −133−16.4% | Reduced |
| State of Alaska, Department of Revenue | 755 | $22.0K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 800 | $23.8K | 0.00% | +800 | New |
| Clearstead Advisors, LLC | 922 | $27.4K | 0.00% | −60−6.1% | Reduced |
| Great West Life Assurance Co | 933 | $28.0K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 1,000 | $29.7K | 0.00% | −2,000−66.7% | Reduced |
| Ameritas Investment Partners, Inc. | 1,071 | $31.8K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,398 | $41.5K | 0.00% | +162+13.1% | Added |
| KLP Kapitalforvaltning AS | 1,800 | $53.5K | 0.00% | +300+20.0% | Added |
| Citigroup Inc | 1,940 | $57.6K | 0.00% | −364−15.8% | Reduced |
| Kestra Advisory Services, LLC | 2,056 | $61.1K | 0.00% | +2,056 | New |
| Tower Research Capital LLC (TRC) | 2,135 | $63.4K | 0.00% | +828+63.4% | Added |
| DekaBank Deutsche Girozentrale | 1,249 | $80.0K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 3,409 | $101.3K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 3,912 | $116.2K | 0.01% | +1,142+41.2% | Added |
| New York State Common Retirement Fund | 4,494 | $133.5K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 4,572 | $135.8K | 0.00% | +4,572 | New |
| MetLife Investment Management | 6,486 | $192.7K | 0.00% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 7,346 | $218.3K | 0.02% | 00.0% | Unchanged |
| STRS Ohio | 7,500 | $222.8K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 7,981 | $237.1K | 0.00% | −109−1.3% | Reduced |
| Parvin Asset Management, LLC | 8,045 | $239.0K | 0.19% | +8,045 | New |
| Creative Planning | 8,244 | $244.9K | 0.00% | +8,244 | New |
| BNP Paribas Arbitrage, SA | 8,468 | $251.6K | 0.00% | −13,391−61.3% | Reduced |
| Caxton Associates LLP | 8,494 | $252.4K | 0.00% | +8,494 | New |
| Zacks Investment Management | 8,598 | $255.5K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 8,650 | $256.0K | 0.00% | −23,672−73.2% | Reduced |
| Public Employees Retirement System of Ohio | 8,770 | $260.6K | 0.00% | +4,395+100.5% | Added |
| Amundi | 9,013 | $267.8K | 0.00% | +334+3.8% | Added |
| Prudential Financial Inc | 9,433 | $280.3K | 0.00% | −803−7.8% | Reduced |
| OP Asset Management Ltd | 9,517 | $282.8K | 0.00% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 9,904 | $294.0K | 0.02% | −1,499−13.1% | Reduced |
| Alliancebernstein L.P. | 9,928 | $295.0K | 0.00% | −2,280−18.7% | Reduced |
| Legal & General Group Plc | 9,958 | $295.9K | 0.00% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 10,250 | $304.5K | 0.00% | +10,250 | New |
| Mirae Asset Global Investments Co., Ltd. | 10,339 | $307.2K | 0.00% | −432−4.0% | Reduced |
| Advisor Group Holdings, Inc. | 10,429 | $309.8K | 0.00% | +9,768+1,477.8% | Added |
| Brevan Howard Capital Management LP | 10,747 | $319.3K | 0.01% | +10,747 | New |
| SG Americas Securities, LLC | 10,955 | $325.0K | 0.00% | +37+0.3% | Added |
| UBS Asset Management Americas Inc | 11,607 | $344.8K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 12,705 | $377.5K | 0.03% | −500−3.8% | Reduced |
| Raymond James Financial Inc | 12,891 | $383.0K | 0.00% | +6,869+114.1% | Added |
| Price T Rowe Associates Inc | 12,867 | $383.0K | 0.00% | +3,525+37.7% | Added |
| Krilogy Financial LLC | 12,012 | $383.5K | 0.01% | +12,012 | New |
| Prelude Capital Management, LLC | 13,160 | $391.0K | 0.03% | +3,895+42.0% | Added |
| XTX Topco Ltd | 13,616 | $404.5K | 0.01% | +13,616 | New |
| Jane Street Group, LLC | 13,903 | $413.1K | 0.00% | −73,209−84.0% | Reduced |
| Dumont & Blake Investment Advisors LLC | 14,479 | $430.0K | 0.10% | −1,150−7.4% | Reduced |
| Wells Fargo & Company | 15,267 | $453.6K | 0.00% | +6,261+69.5% | Added |
| Rhumbline Advisers | 15,601 | $463.5K | 0.00% | −2,710−14.8% | Reduced |
| CWM Advisors, LLC | 15,798 | $469.4K | 0.04% | +3,360+27.0% | Added |
| Allspring Global Investments Holdings, LLC | 16,254 | $482.9K | 0.00% | +1,422+9.6% | Added |
| Swiss National Bank | 16,600 | $493.2K | 0.00% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 16,976 | $504.4K | 0.04% | +9,059+114.4% | Added |
| Skopos Labs, Inc. | 16,942 | $510.8K | 0.02% | +16,942 | New |
| Russell Investments Group, Ltd. | 17,206 | $511.2K | 0.00% | +250+1.5% | Added |
| Virginia Retirement Systems Et Al | 17,700 | $525.9K | 0.00% | −800−4.3% | Reduced |
| Engineers Gate Manager LP | 17,808 | $529.1K | 0.01% | −898−4.8% | Reduced |
| Barclays PLC | 18,280 | $543.1K | 0.00% | +1,449+8.6% | Added |
| Franklin Resources Inc | 20,076 | $596.5K | 0.00% | +1,323+7.1% | Added |
| Pacific Ridge Capital Partners, LLC | 20,128 | $598.0K | 0.13% | +11,274+127.3% | Added |
| Invesco Ltd. | 21,726 | $645.5K | 0.00% | −1,359−5.9% | Reduced |
| Citadel Advisors LLC | 22,682 | $673.9K | 0.00% | +420+1.9% | Added |
| ExodusPoint Capital Management, LP | 22,896 | $680.2K | 0.01% | +4,868+27.0% | Added |
| Martingale Asset Management L P | 23,120 | $686.9K | 0.02% | −22−0.1% | Reduced |
| Nuveen, LLC | 23,161 | $688.1K | 0.00% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 23,438 | $696.3K | 0.02% | +23,438 | New |
| Susquehanna International Group, LLP | 24,936 | $740.8K | 0.00% | +14,164+131.5% | Added |
| Ameriprise Financial Inc | 26,125 | $776.2K | 0.00% | +2,125+8.9% | Added |
| Deutsche Bank AG | 26,240 | $779.6K | 0.00% | +16,597+172.1% | Added |
| Bank of America Corp | 27,916 | $829.4K | 0.00% | +9,094+48.3% | Added |
| Two Sigma Investments, LP | 28,360 | $842.6K | 0.00% | −29,520−51.0% | Reduced |