Hyster-YaleHY

13F holders, Q1 2024 (March 31)
164holders
7famous investors
$63.65avg. 13F price*

At the end of Q1 2024, 164 institutions reported holding Hyster-Yale Inc. (HY) in their 13F filings. The largest holders were Vanguard Group Inc. ($68.2M), GAMCO Investors ($63.0M) and BlackRock Inc. ($54.2M). 7 famous investors held it, including Mario Gabelli (0.6% of GAMCO Investors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Hyster-Yale Inc.
CUSIP
449172105
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q1 2024: 164Q1 2024Q2 2024: 175Q2 2024Q3 2024: 183Q3 2024Q4 2024: 181Q4 2024Q1 2025: 179Q1 2025Q2 2025: 161Q2 2025Q3 2025: 157Q3 2025Q4 2025: 143Q4 2025Q1 2026: 149Q1 2026Q2 2026: 151Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions25$17.5M
Exits27$25.6M

Ownership 164 holders

Vanguard Group Inc. 0.00% Reduce -3.4% 1,062,301 $68.2M
GAMCO Investors 0.64% Reduce -4.5% 982,422 $63.0M
BlackRock Inc. 0.00% Reduce -2.4% 844,808 $54.2M
Dimensional Fund Advisors LP 0.01% Add +1.6% 510,340 $32.7M
State Street Corp. 0.00% Add +0.9% 266,857 $17.1M
Valueworks LLC 5.30% Add +21.3% 254,155 $16.3M
Geode Capital Management, LLC 0.00% Add +2.6% 238,661 $15.3M
FMR LLC 0.00% Add +16.2% 231,361 $14.8M
Fuller & Thaler Asset Management, Inc. 0.06% Add +2.8% 226,906 $14.6M
Mirae Asset Global Investments Co., Ltd. 0.03% Add +29.6% 287,698 $14.1M
Federated Hermes, Inc. 0.03% Add +57.7% 207,394 $13.3M
Acadian Asset Management LLC 0.03% Add +77.2% 134,959 $8.7M
ProShare Advisors LLC 0.02% Reduce -15.1% 134,260 $8.6M
Arrowstreet Capital, Limited Partnership 0.01% Add +46.0% 133,453 $8.6M
Jacobs Levy Equity Management, Inc. 0.04% Add +298.7% 132,136 $8.5M
Bank of New York Mellon Corp 0.00% Add +1.7% 112,931 $7.2M
Northern Trust Corp. 0.00% Reduce -2.4% 110,225 $7.1M
Morgan Stanley 0.00% Reduce -39.1% 109,863 $7.0M
Prudential Financial Inc. 0.01% Add +66.1% 109,453 $7.0M
Goldman Sachs Group Inc. 0.00% Reduce -5.3% 104,761 $6.7M
Vontobel Holding Ltd. 0.05% New 104,009 $6.7M
Charles Schwab Investment Management Inc. 0.00% Add +13.5% 97,470 $6.3M
Swedbank AB 0.01% Add +17.8% 86,000 $5.5M
AQR Capital Management 0.01% Add +19.0% 76,224 $4.9M
Curbstone Financial Management Corp 1.05% No change 75,616 $4.9M
Lazard Asset Management LLC 0.01% Add +2033.6% 69,449 $4.5M
American Century Companies Inc. 0.00% Add +331.2% 60,545 $3.9M
Isthmus Partners, LLC 0.42% Add +33.4% 57,957 $3.7M
Gabelli Funds LLC 0.03% No change 55,800 $3.6M
Hunter Associates Investment Management LLC 0.56% Reduce -11.8% 52,100 $3.3M
Brandywine Global Investment Management, LLC 0.02% New 48,177 $3.1M
Millennium Management 0.00% Reduce -52.5% 47,351 $3.0M
JPMorgan Chase & Co. 0.00% Add +100.0% 47,232 $3.0M
Panagora Asset Management Inc. 0.02% Add +102.0% 46,776 $3.0M
Renaissance Technologies 0.00% Reduce -10.6% 46,400 $3.0M
Invesco Ltd. 0.00% Reduce -53.6% 45,149 $2.9M
Johnson Investment Counsel Inc. 0.03% No change 44,603 $2.9M
Cwm, LLC 0.01% Add +30635.3% 41,800 $2.7M
McDonald Partners LLC 0.70% Reduce -15.0% 39,904 $2.6M
Citadel Advisors 0.00% Add +29.6% 39,435 $2.5M
Fisher Asset Management 0.00% Reduce -11.6% 35,497 $2.3M
Sei Investments Co. 0.00% Add +106.9% 35,402 $2.3M
Cubist Systematic Strategies, LLC 0.03% Add +396.0% 34,473 $2.2M
Nuveen Asset Management, LLC 0.00% Reduce -22.7% 32,777 $2.1M
Susquehanna International Group, LLP 0.00% Add +7.8% 29,843 $1.9M
Truvestments Capital LLC 0.69% New 27,751 $1.8M
Bank of America Corp. 0.00% Reduce -34.4% 26,476 $1.7M
EFG Asset Management (North America) Corp. 0.29% Reduce -10.4% 26,310 $1.7M
Russell Investments Group, Ltd. 0.00% Add +20.2% 26,002 $1.7M
PNC Financial Services Group, Inc. 0.00% Add +28.5% 25,022 $1.6M
T. Rowe Price Associates Inc. 0.00% Add +296.7% 24,397 $1.6M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Add +16.4% 23,059 $1.5M
Voloridge Investment Management, LLC 0.01% New 22,492 $1.4M
Jefferies Financial Group Inc. 0.03% Add +584.1% 22,172 $1.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Reduce -2.1% 22,171 $1.4M
State of Wisconsin Investment Board 0.00% Add +123.4% 21,947 $1.4M
Cornercap Investment Counsel Inc. 0.21% No change 21,398 $1.4M
Keybank National Association 0.01% Reduce -0.5% 20,786 $1.3M
Los Angeles Capital Management LLC 0.00% Reduce -47.4% 20,665 $1.3M
Raymond James & Associates 0.00% Reduce -0.1% 20,228 $1.3M
UBS Group AG 0.00% Reduce -14.2% 19,224 $1.2M
Teacher Retirement System of Texas 0.01% Add +22.8% 19,129 $1.2M
BNP Paribas Financial Markets 0.00% Reduce -2.7% 18,640 $1.2M
Franklin Resources Inc. 0.00% Add +245.9% 16,913 $1.1M
Barclays PLC 0.00% Reduce -46.2% 16,323 $1.0M
Swiss National Bank 0.00% Reduce -5.8% 16,200 $1.0M
Squarepoint Ops LLC 0.00% Reduce -30.5% 15,381 $987K
Rhumbline Advisers 0.00% Add +3.8% 15,299 $982K
Campbell & CO Investment Adviser LLC 0.08% Reduce -46.8% 14,811 $950K
Jump Financial, LLC 0.03% Add +12.6% 14,301 $918K
Allspring Global Investments Holdings, LLC 0.00% Add +112.9% 14,193 $911K
HRT Financial LP 0.01% New 12,666 $812K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 11,782 $756K
Credit Suisse AG/ 0.00% Reduce -5.0% 11,558 $742K
Two Sigma Advisers, LP 0.00% Reduce -66.1% 11,500 $738K
Citigroup Inc. 0.00% Add +118.1% 11,100 $712K
Cresset Asset Management, LLC 0.00% Add +1.2% 10,874 $698K
LPL Financial LLC 0.00% Add +4.9% 10,365 $665K
Legal & General Group Plc 0.00% Add +1.2% 10,199 $654K
Summit Global Investments 0.05% New 10,094 $648K
STRS Ohio 0.00% Reduce -12.2% 10,100 $648K
Prelude Capital Management, LLC 0.04% Add +182.1% 9,879 $634K
Qube Research & Technologies Ltd 0.00% Add +251.3% 9,812 $630K
Man Group plc 0.00% Reduce -34.7% 9,579 $615K
Alliancebernstein L.P. 0.00% Add +50.6% 9,528 $611K
Jane Street Group, LLC 0.00% Add +47.8% 9,142 $587K
Gallacher Capital Management LLC 0.29% Add +107.4% 8,924 $573K
California State Teachers Retirement System 0.00% Reduce -10.3% 8,601 $552K
Janney Montgomery Scott LLC 0.00% Add +5.2% 8,070 $518K
Occudo Quantitative Strategies LP 0.08% Reduce -27.8% 7,561 $485K
Susquehanna Portfolio Strategies, LLC 0.01% Reduce -6.6% 7,509 $482K
Kohmann Bosshard Financial Services, LLC 0.07% No change 7,346 $471K
Lanark Financial, Inc. 0.04% Reduce -5.3% 7,100 $455K
Algert Global LLC 0.02% New 6,920 $444K
Dynamic Technology Lab Private Ltd 0.05% Add +7.3% 6,856 $440K
Deutsche Bank AG 0.00% Add +1.9% 6,232 $400K
Alps Advisors Inc. 0.00% New 6,010 $386K
Petrus Trust Company, LTA 0.03% Reduce -63.5% 5,855 $376K
Engineers Gate Manager LP 0.01% Reduce -57.0% 5,840 $375K
MetLife Investment Management, LLC 0.00% No change 5,807 $373K
Caxton Associates LP 0.03% Add +11.9% 5,790 $372K
Centiva Capital, LP 0.02% New 5,742 $368K
Olympiad Research LP 0.24% New 5,708 $366K
Quadrature Capital Ltd 0.01% Reduce -68.3% 5,677 $364K
American International Group, Inc. 0.00% Reduce -0.9% 5,488 $352K
Dark Forest Capital Management LP 0.06% Reduce -21.1% 5,370 $345K
Harel Insurance Investments & Financial Services Ltd. 0.01% Reduce -13.2% 5,310 $341K
Verition Fund Management LLC 0.00% Add +1.0% 5,048 $324K
Wells Fargo & Company 0.00% Add +71.5% 4,972 $319K
Ameriprise Financial Inc. 0.00% Add +6.9% 4,659 $299K
Osaic Holdings, Inc. 0.00% Reduce -21.7% 4,569 $293K
New York State Common Retirement Fund 0.00% Reduce -0.1% 4,491 $288K
Bailard, Inc. 0.01% New 4,400 $282K
Dumont & Blake Investment Advisors LLC 0.08% Add +0.7% 4,254 $273K
Manufacturers Life Insurance Company, The 0.00% Reduce -3.3% 4,242 $272K
Y-Intercept (Hong Kong) Ltd 0.02% New 3,998 $257K
Victory Capital Management Inc. 0.00% New 3,751 $241K
Janus Henderson Group PLC 0.00% Reduce -0.0% 3,748 $240K
Voya Investment Management LLC 0.00% Reduce -17.3% 3,727 $239K
XTX Topco Ltd 0.03% Reduce -24.9% 3,715 $238K
Sherbrooke Park Advisers LLC 0.05% New 3,693 $237K
Central Pacific Bank - Trust Division 0.02% — 3,000 $190K
PEAK6 Investments LLC 0.01% New 2,818 $181K
Royal Bank of Canada 0.00% Reduce -50.3% 2,365 $152K
Quantbot Technologies LP 0.01% Reduce -47.9% 2,222 $143K
Comerica Bank 0.00% No change 2,104 $135K
Globeflex Capital L P 0.01% Reduce -24.7% 1,803 $116K
Tower Research Capital LLC (TRC) 0.00% Add +139.6% 1,476 $95K
Benjamin F. Edwards & Company, Inc. 0.00% No change 1,433 $92K
US Bancorp \de 0.00% New 1,333 $86K
DekaBank Deutsche Girozentrale 0.00% Add +67.8% 1,356 $83K
Amundi 0.00% Add +14.1% 1,395 $82K
nVerses Capital, LLC 0.17% New 1,100 $71K
Ameritas Investment Partners, Inc. 0.00% No change 1,071 $69K
Clearstead Advisors, LLC 0.00% No change 922 $68K
New York State Teachers Retirement System 0.00% No change 973 $62K
CANADA LIFE ASSURANCE Co 0.00% No change 933 $60K
Point72 Asia (Singapore) Pte. Ltd. 0.02% New 932 $60K
NewEdge Advisors, LLC 0.00% Add +0.2% 902 $58K
Steward Partners Investment Advisory, LLC 0.00% New 863 $55K
Point72 Asset Management 0.00% No change 700 $45K
Point72 (DIFC) Ltd 0.00% — 679 $44K
BI Asset Management Fondsmaeglerselskab A/S 0.00% No change 609 $39K
Metropolitan Life Insurance Co 0.00% Reduce -17.4% 590 $38K
EntryPoint Capital, LLC 0.02% New 417 $27K
Amalgamated Bank 0.00% Reduce -77.1% 348 $22K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 336 $22K
GAMMA Investing LLC 0.00% Add +2.0% 250 $16K
Global X Japan Co., Ltd. 0.00% Reduce -30.2% 224 $14K
TD Waterhouse Canada Inc. 0.00% New 102 $6K
M&R Capital Management Inc. 0.00% Reduce -29.1% 90 $6K
Harbour Investments, Inc. 0.00% New 82 $5K
Parallel Advisors, LLC 0.00% Reduce -27.1% 70 $4K
Concord Wealth Partners 0.00% No change 60 $4K
IFP Advisors, Inc 0.00% No change 50 $3K
Public Employees Retirement System of Ohio 0.00% New 41 $3K
Lindbrook Capital, LLC 0.00% Add +3.1% 33 $2K
Simplex Trading, LLC 0.00% Reduce -96.2% 38 $2K
Nisa Investment Advisors, LLC 0.00% Add +29.2% 31 $2K
Blue Trust, Inc. 0.00% Reduce -42.5% 27 $2K
AlphaQuest LLC 0.00% New 13 $834
Avior Wealth Management, LLC 0.00% New 2 $128
Farther Finance Advisors, LLC 0.00% No change 2 $127
Covestor Ltd 0.00% Add +100.0% 2 $0

"% of holder's portfolio" is HY's weight in each manager's 13F, not the share of Hyster-Yale Inc. the manager owns.