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 |
|---|---|---|---|---|---|
| Truvestments Capital LLC | 31,546 | $1.03M | 0.18% | −34,626−52.3% | Reduced |
| Ameriprise Financial Inc | 31,588 | $1.03M | 0.00% | +5,463+20.9% | Added |
| Bank of America Corp | 31,867 | $1.04M | 0.00% | +3,951+14.2% | Added |
| Fisher Asset Management, LLC | 32,652 | $1.06M | 0.00% | −329−1.0% | Reduced |
| Jane Street Group, LLC | 33,108 | $1.08M | 0.00% | +19,205+138.1% | Added |
| Keybank National Association | 34,766 | $1.13M | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 34,953 | $1.14M | 0.00% | +6,593+23.2% | Added |
| Citadel Advisors LLC | 36,112 | $1.17M | 0.00% | +13,430+59.2% | Added |
| Bank of New York Mellon Corp | 36,214 | $1.18M | 0.00% | −5,467−13.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 37,853 | $1.23M | 0.00% | +716+1.9% | Added |
| UBS Group AG | 38,799 | $1.26M | 0.00% | +1,075+2.8% | Added |
| CWM, LLC | 42,204 | $1.37M | 0.00% | +811+2.0% | Added |
| Johnson Investment Counsel Inc | 42,603 | $1.39M | 0.01% | −2,000−4.5% | Reduced |
| Renaissance Technologies LLC | 43,400 | $1.41M | 0.00% | +3,500+8.8% | Added |
| McDonald Partners LLC | 44,656 | $1.45M | 0.34% | +4,286+10.6% | Added |
| JPMorgan Chase & Co | 52,203 | $1.66M | 0.00% | +6,707+14.7% | Added |
| The PNC Financial Services Group, Inc. | 53,194 | $1.73M | 0.00% | +4,971+10.3% | Added |
| Gabelli Funds LLC | 56,200 | $1.83M | 0.01% | 00.0% | Unchanged |
| OP Asset Management Ltd | 56,379 | $1.83M | 0.02% | +46,862+492.4% | Added |
| Isthmus Partners, LLC | 60,227 | $1.96M | 0.21% | +2,784+4.8% | Added |
| Empowered Funds, LLC | 73,025 | $2.37M | 0.02% | +73,025 | New |
| Vanguard Fiduciary Trust Co | 75,926 | $2.47M | 0.00% | +75,926 | New |
| Arrowstreet Capital, Limited Partnership | 77,399 | $2.52M | 0.00% | +10,424+15.6% | Added |
| New York State Common Retirement Fund | 83,051 | $2.70M | 0.00% | +78,557+1,748.0% | Added |
| FMR LLC | 91,089 | $2.96M | 0.00% | +13,376+17.2% | Added |
| Vanguard Portfolio Management LLC | 93,565 | $3.04M | 0.00% | +93,565 | New |
| Bridgeway Capital Management, LLC | 101,025 | $3.28M | 0.07% | +6,416+6.8% | Added |
| Northern Trust Corp | 103,053 | $3.35M | 0.00% | +7,359+7.7% | Added |
| Curbstone Financial Management Corp | 107,398 | $3.49M | 0.67% | +33,908+46.1% | Added |
| AQR Capital Management LLC | 108,200 | $3.52M | 0.00% | +21,676+25.1% | Added |
| Charles Schwab Investment Management Inc | 109,563 | $3.56M | 0.00% | +13,122+13.6% | Added |
| Federated Hermes, Inc. | 115,609 | $3.76M | 0.01% | −7,267−5.9% | Reduced |
| Goldman Sachs Group Inc | 119,586 | $3.89M | 0.00% | −1,217−1.0% | Reduced |
| D. E. Shaw & Co., Inc. | 121,980 | $3.97M | 0.00% | −53,709−30.6% | Reduced |
| Millennium Management LLC | 136,385 | $4.43M | 0.00% | −87,866−39.2% | Reduced |
| Morgan Stanley | 139,913 | $4.55M | 0.00% | −3,265−2.3% | Reduced |
| Russell Investments Group, Ltd. | 158,586 | $5.16M | 0.01% | +141,380+821.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 163,907 | $5.32M | 0.01% | +37,150+29.3% | Added |
| Jacobs Levy Equity Management, Inc | 172,993 | $5.62M | 0.02% | +28,508+19.7% | Added |
| Acadian Asset Management LLC | 178,202 | $5.79M | 0.01% | −19,440−9.8% | Reduced |
| ProShare Advisors LLC | 192,068 | $6.24M | 0.01% | +10,693+5.9% | Added |
| Deprince Race & Zollo Inc | 267,479 | $8.70M | 0.16% | +267,479 | New |
| Geode Capital Management, LLC | 297,223 | $9.66M | 0.00% | +21,327+7.7% | Added |
| State Street Corp | 308,904 | $10.0M | 0.00% | +1,110+0.4% | Added |
| Valueworks LLC | 395,383 | $12.9M | 3.50% | −3,961−1.0% | Reduced |
| American Century Companies Inc | 412,881 | $13.4M | 0.01% | +35,096+9.3% | Added |
| Vanguard Capital Management LLC | 475,791 | $15.5M | 0.00% | +475,791 | New |
| Dimensional Fund Advisors LP | 587,683 | $19.1M | 0.00% | +28,642+5.1% | Added |
| Gamco Investors, Inc. Et Al | 811,057 | $26.4M | 0.26% | −23,309−2.8% | Reduced |
| BlackRock, Inc. | 908,512 | $29.5M | 0.00% | +17,635+2.0% | Added |
| Impala Asset Management LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −47,048−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −37,184−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −29,100−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −24,936−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −22,896−100.0% | Sold out |
| FourThought Financial Partners, LLC | 0 | $0 | 0.00% | −16,976−100.0% | Sold out |
| Krilogy Financial LLC | 0 | $0 | 0.00% | −12,012−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −10,747−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −9,433−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −8,650−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −3,912−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −2,056−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −369−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| DV Equities, LLC | – | – | – | – | Not filed |