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 |
|---|---|---|---|---|---|
| New York State Common Retirement Fund | 4,494 | $133.5K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 3,912 | $116.2K | 0.01% | +1,142+41.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 3,409 | $101.3K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,249 | $80.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,135 | $63.4K | 0.00% | +828+63.4% | Added |
| Kestra Advisory Services, LLC | 2,056 | $61.1K | 0.00% | +2,056 | New |
| Citigroup Inc | 1,940 | $57.6K | 0.00% | −364−15.8% | Reduced |
| KLP Kapitalforvaltning AS | 1,800 | $53.5K | 0.00% | +300+20.0% | Added |
| GWM Advisors LLC | 1,398 | $41.5K | 0.00% | +162+13.1% | Added |
| Ameritas Investment Partners, Inc. | 1,071 | $31.8K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 1,000 | $29.7K | 0.00% | −2,000−66.7% | Reduced |
| Great West Life Assurance Co | 933 | $28.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 922 | $27.4K | 0.00% | −60−6.1% | Reduced |
| SageView Advisory Group, LLC | 800 | $23.8K | 0.00% | +800 | New |
| State of Alaska, Department of Revenue | 755 | $22.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 677 | $20.1K | 0.00% | −133−16.4% | Reduced |
| Royal Bank of Canada | 600 | $17.0K | 0.00% | −72−10.7% | Reduced |
| Amalgamated Bank | 369 | $11.0K | 0.00% | −22−5.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 336 | $9.98K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 274 | $8.14K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 268 | $7.96K | 0.00% | +42+18.6% | Added |
| Nisa Investment Advisors, LLC | 191 | $5.67K | 0.00% | +2+1.1% | Added |
| DV Equities, LLC | 161 | $4.78K | 0.00% | +161 | New |
| Jones Financial Companies LLLP | 139 | $4.13K | 0.00% | +53+61.6% | Added |
| Harbour Investments, Inc. | 77 | $2.29K | 0.00% | +1+1.3% | Added |
| Los Angeles Capital Management LLC | 62 | $2.25K | 0.00% | +62 | New |
| US Bancorp | 75 | $2.23K | 0.00% | −22−22.7% | Reduced |
| Basecamp Wealth Advisors LLC | 71 | $2.11K | 0.00% | +71 | New |
| Quadrant Capital Group LLC | 70 | $2.08K | 0.00% | +55+366.7% | Added |
| EverSource Wealth Advisors, LLC | 69 | $2.05K | 0.00% | −106−60.6% | Reduced |
| Concord Wealth Partners | 60 | $1.78K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 55 | $1.63K | 0.00% | −3−5.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 50 | $1.49K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 48 | $1.43K | 0.00% | +20+71.4% | Added |
| Parallel Advisors, LLC | 41 | $1.22K | 0.00% | −9−18.0% | Reduced |
| Farther Finance Advisors, LLC | 35 | $1.04K | 0.00% | +35 | New |
| Advisors Asset Management, Inc. | 15 | $446 | 0.00% | −1−6.3% | Reduced |
| Essential Partners LLC | 14 | $416 | 0.00% | −176−92.6% | Reduced |
| MAI Capital Management | 6 | $179 | 0.00% | +6 | New |
| Smartleaf Asset Management LLC | 5 | $149 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2 | $59 | 0.00% | −8−80.0% | Reduced |
| Huntington National Bank | 1 | $30 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 0 | $10 | 0.00% | 0 | Unchanged |
| Covestor Ltd | 2 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |