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, Q1 2026
Institutional positions in Hyster-Yale, Inc. as of Mar 31, 2026. 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
- 150
- +8 vs. Q4 2025
- Shares held
- 8.50M
- +1.12M (+15.2%) vs. Q4 2025
- Total value
- $276.1M
- +$57.0M (+26.0%) vs. Q4 2025
- New holders
- 24
- 63 more added
- Sold out
- 16
- 41 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Hyster-Yale, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 908,512 | $29.5M | 0.00% | +17,635+2.0% | Added |
| Gamco Investors, Inc. Et Al | 811,057 | $26.4M | 0.26% | −23,309−2.8% | Reduced |
| Dimensional Fund Advisors LP | 587,683 | $19.1M | 0.00% | +28,642+5.1% | Added |
| Vanguard Capital Management LLC | 475,791 | $15.5M | 0.00% | +475,791 | New |
| American Century Companies Inc | 412,881 | $13.4M | 0.01% | +35,096+9.3% | Added |
| Valueworks LLC | 395,383 | $12.9M | 3.50% | −3,961−1.0% | Reduced |
| State Street Corp | 308,904 | $10.0M | 0.00% | +1,110+0.4% | Added |
| Geode Capital Management, LLC | 297,223 | $9.66M | 0.00% | +21,327+7.7% | Added |
| Deprince Race & Zollo Inc | 267,479 | $8.70M | 0.16% | +267,479 | New |
| ProShare Advisors LLC | 192,068 | $6.24M | 0.01% | +10,693+5.9% | Added |
| Acadian Asset Management LLC | 178,202 | $5.79M | 0.01% | −19,440−9.8% | Reduced |
| Jacobs Levy Equity Management, Inc | 172,993 | $5.62M | 0.02% | +28,508+19.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 163,907 | $5.32M | 0.01% | +37,150+29.3% | Added |
| Russell Investments Group, Ltd. | 158,586 | $5.16M | 0.01% | +141,380+821.7% | Added |
| Morgan Stanley | 139,913 | $4.55M | 0.00% | −3,265−2.3% | Reduced |
| Millennium Management LLC | 136,385 | $4.43M | 0.00% | −87,866−39.2% | Reduced |
| D. E. Shaw & Co., Inc. | 121,980 | $3.97M | 0.00% | −53,709−30.6% | Reduced |
| Goldman Sachs Group Inc | 119,586 | $3.89M | 0.00% | −1,217−1.0% | Reduced |
| Federated Hermes, Inc. | 115,609 | $3.76M | 0.01% | −7,267−5.9% | Reduced |
| Charles Schwab Investment Management Inc | 109,563 | $3.56M | 0.00% | +13,122+13.6% | Added |
| AQR Capital Management LLC | 108,200 | $3.52M | 0.00% | +21,676+25.1% | Added |
| Curbstone Financial Management Corp | 107,398 | $3.49M | 0.67% | +33,908+46.1% | Added |
| Northern Trust Corp | 103,053 | $3.35M | 0.00% | +7,359+7.7% | Added |
| Bridgeway Capital Management, LLC | 101,025 | $3.28M | 0.07% | +6,416+6.8% | Added |
| Vanguard Portfolio Management LLC | 93,565 | $3.04M | 0.00% | +93,565 | New |
| FMR LLC | 91,089 | $2.96M | 0.00% | +13,376+17.2% | Added |
| New York State Common Retirement Fund | 83,051 | $2.70M | 0.00% | +78,557+1,748.0% | Added |
| Arrowstreet Capital, Limited Partnership | 77,399 | $2.52M | 0.00% | +10,424+15.6% | Added |
| Vanguard Fiduciary Trust Co | 75,926 | $2.47M | 0.00% | +75,926 | New |
| Empowered Funds, LLC | 73,025 | $2.37M | 0.02% | +73,025 | New |
| Isthmus Partners, LLC | 60,227 | $1.96M | 0.21% | +2,784+4.8% | Added |
| OP Asset Management Ltd | 56,379 | $1.83M | 0.02% | +46,862+492.4% | Added |
| Gabelli Funds LLC | 56,200 | $1.83M | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 53,194 | $1.73M | 0.00% | +4,971+10.3% | Added |
| JPMorgan Chase & Co | 52,203 | $1.66M | 0.00% | +6,707+14.7% | Added |
| McDonald Partners LLC | 44,656 | $1.45M | 0.34% | +4,286+10.6% | Added |
| Renaissance Technologies LLC | 43,400 | $1.41M | 0.00% | +3,500+8.8% | Added |
| Johnson Investment Counsel Inc | 42,603 | $1.39M | 0.01% | −2,000−4.5% | Reduced |
| CWM, LLC | 42,204 | $1.37M | 0.00% | +811+2.0% | Added |
| UBS Group AG | 38,799 | $1.26M | 0.00% | +1,075+2.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 37,853 | $1.23M | 0.00% | +716+1.9% | Added |
| Bank of New York Mellon Corp | 36,214 | $1.18M | 0.00% | −5,467−13.1% | Reduced |
| Citadel Advisors LLC | 36,112 | $1.17M | 0.00% | +13,430+59.2% | Added |
| Two Sigma Investments, LP | 34,953 | $1.14M | 0.00% | +6,593+23.2% | Added |
| Keybank National Association | 34,766 | $1.13M | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 33,108 | $1.08M | 0.00% | +19,205+138.1% | Added |
| Fisher Asset Management, LLC | 32,652 | $1.06M | 0.00% | −329−1.0% | Reduced |
| Bank of America Corp | 31,867 | $1.04M | 0.00% | +3,951+14.2% | Added |
| Ameriprise Financial Inc | 31,588 | $1.03M | 0.00% | +5,463+20.9% | Added |
| Truvestments Capital LLC | 31,546 | $1.03M | 0.18% | −34,626−52.3% | Reduced |
| Pacific Ridge Capital Partners, LLC | 27,843 | $905.2K | 0.20% | +7,715+38.3% | Added |
| Franklin Resources Inc | 25,292 | $822.2K | 0.00% | +5,216+26.0% | Added |
| Martingale Asset Management L P | 25,018 | $813.3K | 0.02% | +1,898+8.2% | Added |
| Susquehanna Fundamental Investments, LLC | 24,440 | $794.5K | 0.03% | +1,002+4.3% | Added |
| SEI Investments Co | 23,363 | $759.5K | 0.00% | −5,891−20.1% | Reduced |
| Nuveen, LLC | 23,284 | $757.0K | 0.00% | +123+0.5% | Added |
| XTX Topco Ltd | 23,194 | $754.0K | 0.01% | +9,578+70.3% | Added |
| Invesco Ltd. | 22,450 | $729.9K | 0.00% | +724+3.3% | Added |
| Virginia Retirement Systems Et Al | 21,500 | $699.0K | 0.01% | +3,800+21.5% | Added |
| Gsa Capital Partners LLP | 19,638 | $638.0K | 0.04% | −14,795−43.0% | Reduced |
| Vanguard Global Advisers, LLC | 17,186 | $558.7K | 0.00% | +17,186 | New |
| Swiss National Bank | 16,600 | $539.7K | 0.00% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 16,131 | $524.4K | 0.00% | +5,881+57.4% | Added |
| CWM Advisors, LLC | 15,837 | $514.9K | 0.03% | +39+0.2% | Added |
| Rhumbline Advisers | 15,390 | $500.3K | 0.00% | −211−1.4% | Reduced |
| Allstate Corp | 14,507 | $471.6K | 0.01% | +14,507 | New |
| Price T Rowe Associates Inc | 14,186 | $462.0K | 0.00% | +1,319+10.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 13,570 | $441.2K | 0.00% | +3,231+31.3% | Added |
| Public Employees Retirement System of Ohio | 13,246 | $430.6K | 0.00% | +4,476+51.0% | Added |
| Creative Planning | 13,131 | $426.9K | 0.00% | +4,887+59.3% | Added |
| Shufro Rose & Co LLC | 13,000 | $422.6K | 0.03% | +13,000 | New |
| Engineers Gate Manager LP | 12,622 | $410.3K | 0.01% | −5,186−29.1% | Reduced |
| Amundi | 12,520 | $407.0K | 0.00% | +3,507+38.9% | Added |
| Skopos Labs, Inc. | 12,309 | $400.2K | 0.01% | −4,633−27.3% | Reduced |
| UBS Asset Management Americas Inc | 11,755 | $382.2K | 0.00% | +148+1.3% | Added |
| Deutsche Bank AG | 10,901 | $354.4K | 0.00% | −15,339−58.5% | Reduced |
| Neuberger Berman Group LLC | 10,046 | $326.6K | 0.00% | +10,046 | New |
| Dumont & Blake Investment Advisors LLC | 10,033 | $326.2K | 0.08% | −4,446−30.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 9,846 | $320.1K | 0.00% | −6,408−39.4% | Reduced |
| Advisor Group Holdings, Inc. | 9,827 | $319.5K | 0.00% | −602−5.8% | Reduced |
| BNP Paribas Arbitrage, SA | 8,963 | $291.4K | 0.00% | +495+5.8% | Added |
| Parvin Asset Management, LLC | 8,870 | $288.4K | 0.21% | +825+10.3% | Added |
| Koss-Olinger Consulting, LLC | 8,749 | $284.4K | 0.02% | −1,155−11.7% | Reduced |
| Zacks Investment Management | 8,591 | $279.3K | 0.00% | −7−0.1% | Reduced |
| NBC Securities, Inc. | 8,405 | $273.2K | 0.02% | −4,300−33.8% | Reduced |
| Raymond James Financial Inc | 8,103 | $263.4K | 0.00% | −4,788−37.1% | Reduced |
| Alliancebernstein L.P. | 8,828 | $262.3K | 0.00% | −1,100−11.1% | Reduced |
| Walleye Capital LLC | 8,017 | $260.6K | 0.00% | +8,017 | New |
| California State Teachers Retirement System | 7,929 | $257.8K | 0.00% | −52−0.7% | Reduced |
| EntryPoint Capital, LLC | 7,709 | $250.6K | 0.07% | +7,709 | New |
| STRS Ohio | 7,500 | $243.8K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 7,454 | $242.3K | 0.00% | −2,504−25.1% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 7,346 | $238.8K | 0.02% | 00.0% | Unchanged |
| Wells Fargo & Company | 6,772 | $220.2K | 0.00% | −8,495−55.6% | Reduced |
| Prelude Capital Management, LLC | 6,760 | $219.8K | 0.02% | −6,400−48.6% | Reduced |
| Caxton Associates LLP | 6,736 | $219.0K | 0.01% | −1,758−20.7% | Reduced |
| MetLife Investment Management | 6,486 | $210.9K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 6,261 | $203.5K | 0.02% | +6,261 | New |
| Vanguard Asset Management, Ltd | 4,728 | $153.7K | 0.00% | +4,728 | New |
| SG Americas Securities, LLC | 3,925 | $128.0K | 0.00% | −7,030−64.2% | Reduced |