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 |
|---|---|---|---|---|---|
| Covestor Ltd | 5 | $0 | 0.00% | +3+150.0% | Added |
| Sunbelt Securities, Inc. | 0 | $11 | 0.00% | 0 | Unchanged |
| Huntington National Bank | 1 | $33 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2 | $66 | 0.00% | +2 | New |
| Smartleaf Asset Management LLC | 5 | $159 | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 9 | $324 | 0.00% | +9 | New |
| Rothschild Investment LLC | 10 | $325 | 0.00% | +8+400.0% | Added |
| Horizon Investments, LLC | 10 | $325 | 0.00% | +10 | New |
| Root Financial Partners, LLC | 14 | $455 | 0.00% | +14 | New |
| Advisors Asset Management, Inc. | 15 | $488 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 18 | $586 | 0.00% | +12+200.0% | Added |
| Quadrant Capital Group LLC | 37 | $1.20K | 0.00% | −33−47.1% | Reduced |
| Allworth Financial LP | 47 | $1.53K | 0.00% | −1−2.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 50 | $1.63K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 51 | $1.66K | 0.00% | −4−7.3% | Reduced |
| Essential Partners LLC | 57 | $1.85K | 0.00% | +43+307.1% | Added |
| Los Angeles Capital Management LLC | 62 | $2.02K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 71 | $2.31K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 78 | $2.54K | 0.00% | +1+1.3% | Added |
| SRS Capital Advisors, Inc. | 112 | $3.64K | 0.00% | +112 | New |
| Farther Finance Advisors, LLC | 124 | $4.10K | 0.00% | +89+254.3% | Added |
| EverSource Wealth Advisors, LLC | 144 | $4.68K | 0.00% | +75+108.7% | Added |
| US Bancorp | 146 | $4.75K | 0.00% | +71+94.7% | Added |
| Whittier Trust Co of Nevada Inc | 150 | $4.92K | 0.00% | +150 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 162 | $5.27K | 0.00% | −174−51.8% | Reduced |
| Nisa Investment Advisors, LLC | 191 | $6.21K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 228 | $7.00K | 0.00% | −372−62.0% | Reduced |
| Simplex Trading, LLC | 275 | $8.94K | 0.00% | −4,297−94.0% | Reduced |
| Jones Financial Companies LLLP | 286 | $9.22K | 0.00% | +147+105.8% | Added |
| Westside Investment Management, Inc. | 400 | $13.0K | 0.00% | +400 | New |
| Sterling Capital Management LLC | 410 | $13.3K | 0.00% | −267−39.4% | Reduced |
| GAMMA Investing LLC | 433 | $14.1K | 0.00% | +165+61.6% | Added |
| Global X Japan Co., Ltd. | 438 | $14.2K | 0.00% | +164+59.9% | Added |
| Parallel Advisors, LLC | 484 | $15.7K | 0.00% | +443+1,080.5% | Added |
| Tower Research Capital LLC (TRC) | 585 | $19.0K | 0.00% | −1,550−72.6% | Reduced |
| State of Alaska, Department of Revenue | 755 | $24.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 922 | $30.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 933 | $30.0K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 1,000 | $32.5K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 1,012 | $32.9K | 0.00% | +1,012 | New |
| Ameritas Investment Partners, Inc. | 1,071 | $34.8K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,249 | $41.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,422 | $46.2K | 0.00% | +24+1.7% | Added |
| KLP Kapitalforvaltning AS | 1,800 | $58.5K | 0.00% | 00.0% | Unchanged |
| Vanguard Investments Australia, Ltd. | 1,921 | $62.5K | 0.00% | +1,921 | New |
| Barclays PLC | 2,288 | $74.4K | 0.00% | −15,992−87.5% | Reduced |
| Citigroup Inc | 2,360 | $76.7K | 0.00% | +420+21.6% | Added |
| Quantbot Technologies LP | 2,747 | $89.3K | 0.00% | +2,747 | New |
| Police & Firemen's Retirement System of New Jersey | 3,409 | $110.8K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 3,626 | $118.0K | 0.01% | +3,626 | New |
| SG Americas Securities, LLC | 3,925 | $128.0K | 0.00% | −7,030−64.2% | Reduced |
| Vanguard Asset Management, Ltd | 4,728 | $153.7K | 0.00% | +4,728 | New |
| State of Wyoming | 6,261 | $203.5K | 0.02% | +6,261 | New |
| MetLife Investment Management | 6,486 | $210.9K | 0.00% | 00.0% | Unchanged |
| Caxton Associates LLP | 6,736 | $219.0K | 0.01% | −1,758−20.7% | Reduced |
| Prelude Capital Management, LLC | 6,760 | $219.8K | 0.02% | −6,400−48.6% | Reduced |
| Wells Fargo & Company | 6,772 | $220.2K | 0.00% | −8,495−55.6% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 7,346 | $238.8K | 0.02% | 00.0% | Unchanged |
| Legal & General Group Plc | 7,454 | $242.3K | 0.00% | −2,504−25.1% | Reduced |
| STRS Ohio | 7,500 | $243.8K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 7,709 | $250.6K | 0.07% | +7,709 | New |
| California State Teachers Retirement System | 7,929 | $257.8K | 0.00% | −52−0.7% | Reduced |
| Walleye Capital LLC | 8,017 | $260.6K | 0.00% | +8,017 | New |
| Alliancebernstein L.P. | 8,828 | $262.3K | 0.00% | −1,100−11.1% | Reduced |
| Raymond James Financial Inc | 8,103 | $263.4K | 0.00% | −4,788−37.1% | Reduced |
| NBC Securities, Inc. | 8,405 | $273.2K | 0.02% | −4,300−33.8% | Reduced |
| Zacks Investment Management | 8,591 | $279.3K | 0.00% | −7−0.1% | Reduced |
| Koss-Olinger Consulting, LLC | 8,749 | $284.4K | 0.02% | −1,155−11.7% | Reduced |
| Parvin Asset Management, LLC | 8,870 | $288.4K | 0.21% | +825+10.3% | Added |
| BNP Paribas Arbitrage, SA | 8,963 | $291.4K | 0.00% | +495+5.8% | Added |
| Advisor Group Holdings, Inc. | 9,827 | $319.5K | 0.00% | −602−5.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 9,846 | $320.1K | 0.00% | −6,408−39.4% | Reduced |
| Dumont & Blake Investment Advisors LLC | 10,033 | $326.2K | 0.08% | −4,446−30.7% | Reduced |
| Neuberger Berman Group LLC | 10,046 | $326.6K | 0.00% | +10,046 | New |
| Deutsche Bank AG | 10,901 | $354.4K | 0.00% | −15,339−58.5% | Reduced |
| UBS Asset Management Americas Inc | 11,755 | $382.2K | 0.00% | +148+1.3% | Added |
| Skopos Labs, Inc. | 12,309 | $400.2K | 0.01% | −4,633−27.3% | Reduced |
| Amundi | 12,520 | $407.0K | 0.00% | +3,507+38.9% | Added |
| Engineers Gate Manager LP | 12,622 | $410.3K | 0.01% | −5,186−29.1% | Reduced |
| Shufro Rose & Co LLC | 13,000 | $422.6K | 0.03% | +13,000 | New |
| Creative Planning | 13,131 | $426.9K | 0.00% | +4,887+59.3% | Added |
| Public Employees Retirement System of Ohio | 13,246 | $430.6K | 0.00% | +4,476+51.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 13,570 | $441.2K | 0.00% | +3,231+31.3% | Added |
| Price T Rowe Associates Inc | 14,186 | $462.0K | 0.00% | +1,319+10.3% | Added |
| Allstate Corp | 14,507 | $471.6K | 0.01% | +14,507 | New |
| Rhumbline Advisers | 15,390 | $500.3K | 0.00% | −211−1.4% | Reduced |
| CWM Advisors, LLC | 15,837 | $514.9K | 0.03% | +39+0.2% | Added |
| Quantinno Capital Management LP | 16,131 | $524.4K | 0.00% | +5,881+57.4% | Added |
| Swiss National Bank | 16,600 | $539.7K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 17,186 | $558.7K | 0.00% | +17,186 | New |
| Gsa Capital Partners LLP | 19,638 | $638.0K | 0.04% | −14,795−43.0% | Reduced |
| Virginia Retirement Systems Et Al | 21,500 | $699.0K | 0.01% | +3,800+21.5% | Added |
| Invesco Ltd. | 22,450 | $729.9K | 0.00% | +724+3.3% | Added |
| XTX Topco Ltd | 23,194 | $754.0K | 0.01% | +9,578+70.3% | Added |
| Nuveen, LLC | 23,284 | $757.0K | 0.00% | +123+0.5% | Added |
| SEI Investments Co | 23,363 | $759.5K | 0.00% | −5,891−20.1% | Reduced |
| Susquehanna Fundamental Investments, LLC | 24,440 | $794.5K | 0.03% | +1,002+4.3% | Added |
| Martingale Asset Management L P | 25,018 | $813.3K | 0.02% | +1,898+8.2% | Added |
| Franklin Resources Inc | 25,292 | $822.2K | 0.00% | +5,216+26.0% | Added |
| Pacific Ridge Capital Partners, LLC | 27,843 | $905.2K | 0.20% | +7,715+38.3% | Added |