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 |
|---|---|---|---|---|---|
| Two Sigma Advisers, LP | 29,100 | $864.6K | 0.00% | −8,600−22.8% | Reduced |
| SEI Investments Co | 29,254 | $869.1K | 0.00% | −1,160−3.8% | Reduced |
| Fisher Asset Management, LLC | 32,981 | $979.9K | 0.00% | −2,168−6.2% | Reduced |
| Gsa Capital Partners LLP | 34,433 | $1.02M | 0.09% | −1,041−2.9% | Reduced |
| Keybank National Association | 34,766 | $1.03M | 0.00% | 00.0% | Unchanged |
| Algert Global LLC | 37,184 | $1.10M | 0.02% | −270−0.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 37,137 | $1.12M | 0.00% | +16,740+82.1% | Added |
| UBS Group AG | 37,724 | $1.12M | 0.00% | −4,567−10.8% | Reduced |
| Renaissance Technologies LLC | 39,900 | $1.19M | 0.00% | −2,400−5.7% | Reduced |
| McDonald Partners LLC | 40,370 | $1.20M | 0.38% | −6,175−13.3% | Reduced |
| CWM, LLC | 41,393 | $1.23M | 0.00% | −888−2.1% | Reduced |
| Bank of New York Mellon Corp | 41,681 | $1.24M | 0.00% | −68,987−62.3% | Reduced |
| Johnson Investment Counsel Inc | 44,603 | $1.33M | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 45,496 | $1.35M | 0.00% | −3,855−7.8% | Reduced |
| Mackenzie Financial Corp | 47,048 | $1.40M | 0.00% | +12,104+34.6% | Added |
| The PNC Financial Services Group, Inc. | 48,223 | $1.43M | 0.00% | +1,991+4.3% | Added |
| Impala Asset Management LLC | 50,000 | $1.49M | 0.94% | +50,000 | New |
| Gabelli Funds LLC | 56,200 | $1.67M | 0.01% | +4,300+8.3% | Added |
| Isthmus Partners, LLC | 57,443 | $1.71M | 0.19% | +2,596+4.7% | Added |
| Truvestments Capital LLC | 66,172 | $1.97M | 0.36% | −2,608−3.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 66,975 | $1.99M | 0.00% | +13,385+25.0% | Added |
| Curbstone Financial Management Corp | 73,490 | $2.18M | 0.42% | 00.0% | Unchanged |
| FMR LLC | 77,713 | $2.31M | 0.00% | +8,894+12.9% | Added |
| AQR Capital Management LLC | 86,524 | $2.57M | 0.00% | −1,109−1.3% | Reduced |
| Bridgeway Capital Management, LLC | 94,609 | $2.81M | 0.06% | +6,408+7.3% | Added |
| Northern Trust Corp | 95,694 | $2.84M | 0.00% | −8,495−8.2% | Reduced |
| Charles Schwab Investment Management Inc | 96,441 | $2.87M | 0.00% | −7,852−7.5% | Reduced |
| Goldman Sachs Group Inc | 120,803 | $3.59M | 0.00% | +44,750+58.8% | Added |
| Federated Hermes, Inc. | 122,876 | $3.65M | 0.01% | +26,682+27.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 126,757 | $3.77M | 0.01% | +24,563+24.0% | Added |
| Morgan Stanley | 143,178 | $4.25M | 0.00% | +7,772+5.7% | Added |
| Jacobs Levy Equity Management, Inc | 144,485 | $4.29M | 0.02% | +43,822+43.5% | Added |
| D. E. Shaw & Co., Inc. | 175,689 | $5.22M | 0.00% | +5,881+3.5% | Added |
| ProShare Advisors LLC | 181,375 | $5.39M | 0.01% | +13,766+8.2% | Added |
| Acadian Asset Management LLC | 197,642 | $5.86M | 0.01% | +41,034+26.2% | Added |
| Millennium Management LLC | 224,251 | $6.66M | 0.00% | +3,401+1.5% | Added |
| Geode Capital Management, LLC | 275,896 | $8.20M | 0.00% | −497−0.2% | Reduced |
| State Street Corp | 307,794 | $9.14M | 0.00% | +33,281+12.1% | Added |
| American Century Companies Inc | 377,785 | $11.2M | 0.01% | +22,812+6.4% | Added |
| Valueworks LLC | 399,344 | $11.9M | 3.12% | +99,538+33.2% | Added |
| Dimensional Fund Advisors LP | 559,041 | $16.6M | 0.00% | −17,468−3.0% | Reduced |
| Vanguard Group Inc | 698,331 | $20.7M | 0.00% | −212,481−23.3% | Reduced |
| Gamco Investors, Inc. Et Al | 834,366 | $24.8M | 0.24% | −11,158−1.3% | Reduced |
| BlackRock, Inc. | 890,877 | $26.5M | 0.00% | +11,394+1.3% | Added |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −60,201−100.0% | Sold out |
| Swedbank AB | 0 | $0 | 0.00% | −42,934−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −23,625−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −23,531−100.0% | Sold out |
| Mork Capital Management, LLC | 0 | $0 | 0.00% | −19,900−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −16,715−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −14,909−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −14,895−100.0% | Sold out |
| A&I Financial Services, LLC | 0 | $0 | 0.00% | −13,594−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −10,861−100.0% | Sold out |
| Shufro Rose & Co LLC | 0 | $0 | 0.00% | −10,340−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −8,048−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −7,489−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −7,445−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −6,443−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −6,239−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −6,207−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −6,167−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −6,021−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −5,617−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −3,372−100.0% | Sold out |
| Arlington Trust Co LLC | 0 | $0 | 0.00% | −1,497−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −611−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −498−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −102−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Barrow Hanley Mewhinney & Strauss LLC | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| Transamerica Financial Advisors, Inc. | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |