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 |
|---|---|---|---|---|---|
| Harbor Capital Advisors, Inc. | 3,626 | $118.0K | 0.01% | +3,626 | New |
| Police & Firemen's Retirement System of New Jersey | 3,409 | $110.8K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 2,747 | $89.3K | 0.00% | +2,747 | New |
| Citigroup Inc | 2,360 | $76.7K | 0.00% | +420+21.6% | Added |
| Barclays PLC | 2,288 | $74.4K | 0.00% | −15,992−87.5% | Reduced |
| Vanguard Investments Australia, Ltd. | 1,921 | $62.5K | 0.00% | +1,921 | New |
| KLP Kapitalforvaltning AS | 1,800 | $58.5K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,422 | $46.2K | 0.00% | +24+1.7% | Added |
| DekaBank Deutsche Girozentrale | 1,249 | $41.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,071 | $34.8K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 1,012 | $32.9K | 0.00% | +1,012 | New |
| Central Pacific Bank - Trust Division | 1,000 | $32.5K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 933 | $30.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 922 | $30.0K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 755 | $24.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 585 | $19.0K | 0.00% | −1,550−72.6% | Reduced |
| Parallel Advisors, LLC | 484 | $15.7K | 0.00% | +443+1,080.5% | Added |
| Global X Japan Co., Ltd. | 438 | $14.2K | 0.00% | +164+59.9% | Added |
| GAMMA Investing LLC | 433 | $14.1K | 0.00% | +165+61.6% | Added |
| Sterling Capital Management LLC | 410 | $13.3K | 0.00% | −267−39.4% | Reduced |
| Westside Investment Management, Inc. | 400 | $13.0K | 0.00% | +400 | New |
| Jones Financial Companies LLLP | 286 | $9.22K | 0.00% | +147+105.8% | Added |
| Simplex Trading, LLC | 275 | $8.94K | 0.00% | −4,297−94.0% | Reduced |
| Royal Bank of Canada | 228 | $7.00K | 0.00% | −372−62.0% | Reduced |
| Nisa Investment Advisors, LLC | 191 | $6.21K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 162 | $5.27K | 0.00% | −174−51.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 150 | $4.92K | 0.00% | +150 | New |
| US Bancorp | 146 | $4.75K | 0.00% | +71+94.7% | Added |
| EverSource Wealth Advisors, LLC | 144 | $4.68K | 0.00% | +75+108.7% | Added |
| Farther Finance Advisors, LLC | 124 | $4.10K | 0.00% | +89+254.3% | Added |
| SRS Capital Advisors, Inc. | 112 | $3.64K | 0.00% | +112 | New |
| Harbour Investments, Inc. | 78 | $2.54K | 0.00% | +1+1.3% | Added |
| Basecamp Wealth Advisors LLC | 71 | $2.31K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 62 | $2.02K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 57 | $1.85K | 0.00% | +43+307.1% | Added |
| IFP Advisors, Inc | 51 | $1.66K | 0.00% | −4−7.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 50 | $1.63K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 47 | $1.53K | 0.00% | −1−2.1% | Reduced |
| Quadrant Capital Group LLC | 37 | $1.20K | 0.00% | −33−47.1% | Reduced |
| MAI Capital Management | 18 | $586 | 0.00% | +12+200.0% | Added |
| Advisors Asset Management, Inc. | 15 | $488 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 14 | $455 | 0.00% | +14 | New |
| Rothschild Investment LLC | 10 | $325 | 0.00% | +8+400.0% | Added |
| Horizon Investments, LLC | 10 | $325 | 0.00% | +10 | New |
| Investors Portfolio Services LLC | 9 | $324 | 0.00% | +9 | New |
| Smartleaf Asset Management LLC | 5 | $159 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2 | $66 | 0.00% | +2 | New |
| Huntington National Bank | 1 | $33 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 0 | $11 | 0.00% | 0 | Unchanged |
| Covestor Ltd | 5 | $0 | 0.00% | +3+150.0% | 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 |