Hyster-YaleHY
13F holders, Q2 2024 (June 30)175holders +11
34new positions
24sold out
7famous investors
$69.72avg. 13F price*
At the end of Q2 2024, 175 institutions reported holding Hyster-Yale Inc. (HY) in their 13F filings, up 11 from Q1 2024. 34 opened new positions and 24 sold out. The largest holders were Vanguard Group Inc. ($75.8M), GAMCO Investors ($63.5M) and BlackRock Inc. ($60.0M). 7 famous investors held it, including Mario Gabelli (0.7% 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
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $22.1M |
| Exits | 24 | $5.4M |
All 13F filers, Q1 2024 → Q2 2024: 956,687 shares bought and 892,974 shares sold, net +63,713 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 175 holders
| Vanguard Group Inc. | 0.00% | Add +2.4% | 1,087,747 | $75.8M |
| GAMCO Investors | 0.69% | Reduce -7.3% | 911,164 | $63.5M |
| BlackRock Inc. | 0.00% | Add +1.9% | 860,582 | $60.0M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -1.1% | 504,472 | $35.2M |
| State Street Corp. | 0.00% | Add +20.2% | 320,806 | $22.4M |
| Valueworks LLC | 5.56% | Add +0.9% | 256,355 | $17.9M |
| Geode Capital Management, LLC | 0.00% | Add +6.5% | 254,212 | $17.7M |
| Fuller & Thaler Asset Management, Inc. | 0.07% | Reduce -0.7% | 225,437 | $15.7M |
| Acadian Asset Management LLC | 0.05% | Add +63.6% | 220,865 | $15.4M |
| Federated Hermes, Inc. | 0.03% | Reduce -0.1% | 207,148 | $14.4M |
| American Century Companies Inc. | 0.01% | Add +149.8% | 151,241 | $10.5M |
| Morgan Stanley | 0.00% | Add +15.5% | 126,907 | $8.8M |
| Jacobs Levy Equity Management, Inc. | 0.04% | Reduce -5.6% | 124,787 | $8.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +14.3% | 119,761 | $8.4M |
| Bank of New York Mellon Corp | 0.00% | Add +2.3% | 115,550 | $8.1M |
| ProShare Advisors LLC | 0.02% | Reduce -16.2% | 112,563 | $7.8M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +13.7% | 110,863 | $7.7M |
| Northern Trust Corp. | 0.00% | Reduce -4.1% | 105,720 | $7.4M |
| Prudential Financial Inc. | 0.01% | Reduce -9.1% | 99,518 | $6.9M |
| Vontobel Holding Ltd. | 0.02% | Reduce -4.6% | 99,237 | $6.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.02% | — | 97,589 | $6.8M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Reduce -33.7% | 88,420 | $6.2M |
| Invesco Ltd. | 0.00% | Add +91.4% | 86,432 | $6.0M |
| AQR Capital Management | 0.01% | Add +0.5% | 76,587 | $5.3M |
| Curbstone Financial Management Corp | 1.15% | No change | 75,616 | $5.3M |
| Swedbank AB | 0.01% | Reduce -14.1% | 73,911 | $5.2M |
| Foundry Partners, LLC | 0.27% | New | 72,363 | $5.0M |
| Lazard Asset Management LLC | 0.01% | Add +2.3% | 71,075 | $5.0M |
| Citadel Advisors | 0.00% | Add +67.3% | 65,961 | $4.6M |
| Isthmus Partners, LLC | 0.47% | Reduce -1.1% | 57,306 | $4.0M |
| Gabelli Funds LLC | 0.03% | Reduce -2.0% | 54,700 | $3.8M |
| Brandywine Global Investment Management, LLC | 0.03% | Add +5.1% | 50,651 | $3.5M |
| Renaissance Technologies | 0.01% | Add +8.0% | 50,100 | $3.5M |
| Panagora Asset Management Inc. | 0.02% | Add +3.3% | 48,329 | $3.4M |
| Millennium Management | 0.00% | Add +1.5% | 48,064 | $3.4M |
| Johnson Investment Counsel Inc. | 0.03% | No change | 44,603 | $3.1M |
| Susquehanna International Group, LLP | 0.01% | Add +49.4% | 44,583 | $3.1M |
| Sei Investments Co. | 0.00% | Add +24.8% | 44,166 | $3.1M |
| Cwm, LLC | 0.01% | Add +0.5% | 41,992 | $2.9M |
| Hunter Associates Investment Management LLC | 0.48% | Reduce -22.0% | 40,650 | $2.8M |
| McDonald Partners LLC | 0.75% | Add +0.9% | 40,256 | $2.8M |
| Deutsche Bank AG | 0.00% | Add +533.4% | 39,471 | $2.8M |
| FMR LLC | 0.00% | Reduce -83.2% | 38,890 | $2.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -21.5% | 37,065 | $2.6M |
| D. E. Shaw & Co. | 0.00% | New | 36,014 | $2.5M |
| Fisher Asset Management | 0.00% | Reduce -4.4% | 33,944 | $2.4M |
| State of Wisconsin Investment Board | 0.01% | Add +48.4% | 32,575 | $2.3M |
| De Lisle Partners LLP | 0.50% | New | 32,599 | $2.3M |
| Voloridge Investment Management, LLC | 0.01% | Add +40.3% | 31,553 | $2.2M |
| Truvestments Capital LLC | 0.87% | Add +13.3% | 31,450 | $2.2M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -4.8% | 31,214 | $2.2M |
| Scotia Capital Inc. | 0.01% | New | 30,970 | $2.2M |
| Qube Research & Technologies Ltd | 0.00% | Add +205.4% | 29,970 | $2.1M |
| Bank of America Corp. | 0.00% | Add +9.2% | 28,899 | $2.0M |
| Algert Global LLC | 0.07% | Add +311.9% | 28,503 | $2.0M |
| BNP Paribas Financial Markets | 0.00% | Add +51.9% | 28,306 | $2.0M |
| Russell Investments Group, Ltd. | 0.00% | Add +3.2% | 26,832 | $1.9M |
| Dumont & Blake Investment Advisors LLC | 0.26% | Add +516.1% | 26,208 | $1.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +1.9% | 24,849 | $1.7M |
| Barclays PLC | 0.00% | Add +36.4% | 22,266 | $1.6M |
| EFG Asset Management (North America) Corp. | 0.26% | Reduce -17.7% | 21,662 | $1.5M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Reduce -6.5% | 21,565 | $1.5M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -14.6% | 21,375 | $1.5M |
| Cornercap Investment Counsel Inc. | 0.24% | Reduce -0.9% | 21,206 | $1.5M |
| Jane Street Group, LLC | 0.00% | Add +131.1% | 21,128 | $1.5M |
| Keybank National Association | 0.01% | No change | 20,786 | $1.4M |
| Islay Capital Management, LLC | 0.98% | New | 19,399 | $1.4M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | New | 18,100 | $1.3M |
| Franklin Resources Inc. | 0.00% | Add +5.5% | 17,835 | $1.2M |
| Privium Fund Management (UK) Ltd | 0.48% | New | 18,429 | $1.2M |
| Rhumbline Advisers | 0.00% | Add +14.9% | 17,581 | $1.2M |
| Los Angeles Capital Management LLC | 0.00% | Reduce -15.0% | 17,565 | $1.2M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Reduce -23.9% | 16,868 | $1.2M |
| Swiss National Bank | 0.00% | Add +2.5% | 16,600 | $1.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +36.5% | 16,081 | $1.1M |
| Zacks Investment Management | 0.01% | New | 14,716 | $1.0M |
| Ameriprise Financial Inc. | 0.00% | Add +209.7% | 14,428 | $1.0M |
| Cubist Systematic Strategies, LLC | 0.02% | Reduce -59.9% | 13,840 | $965K |
| Alliancebernstein L.P. | 0.00% | Add +44.9% | 13,808 | $963K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -95.2% | 13,756 | $952K |
| Teacher Retirement System of Texas | 0.01% | Reduce -30.3% | 13,330 | $930K |
| Dynamic Technology Lab Private Ltd | 0.10% | Add +83.8% | 12,604 | $879K |
| Campbell & CO Investment Adviser LLC | 0.07% | Reduce -16.4% | 12,387 | $864K |
| UBS Group AG | 0.00% | Reduce -42.0% | 11,156 | $778K |
| Squarepoint Ops LLC | 0.00% | Reduce -27.9% | 11,089 | $773K |
| Legal & General Group Plc | 0.00% | Add +8.6% | 11,074 | $772K |
| Inspire Investing, LLC | 0.09% | New | 10,867 | $758K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -23.9% | 10,799 | $753K |
| Summit Global Investments | 0.05% | Add +2.4% | 10,334 | $721K |
| Globeflex Capital L P | 0.07% | Add +465.3% | 10,193 | $711K |
| Raymond James & Associates | 0.00% | Reduce -49.8% | 10,148 | $708K |
| Lanark Financial, Inc. | 0.06% | Add +42.3% | 10,100 | $704K |
| Balyasny Asset Management L.P. | 0.00% | New | 9,967 | $695K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -58.4% | 9,228 | $643K |
| STRS Ohio | 0.00% | Reduce -14.8% | 8,600 | $600K |
| California State Teachers Retirement System | 0.00% | Reduce -2.0% | 8,429 | $588K |
| LPL Financial LLC | 0.00% | Reduce -18.9% | 8,406 | $586K |
| Commonwealth Equity Services, LLC | 0.00% | New | 7,616 | $531K |
| Trexquant Investment LP | 0.01% | New | 7,538 | $526K |
| Kohmann Bosshard Financial Services, LLC | 0.07% | No change | 7,346 | $512K |
"% of holder's portfolio" is HY's weight in each manager's 13F, not the share of Hyster-Yale Inc. the manager owns.