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

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 → Q2 2024

InstitutionsTotal Value
New Positions34$22.1M
Exits24$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
Quadrature Capital Ltd 0.01% Add +17.9% 6,691 $466K
Man Group plc 0.00% Reduce -30.4% 6,667 $465K
MetLife Investment Management, LLC 0.00% Add +14.3% 6,636 $463K
Corebridge Financial, Inc. 0.00% — 6,163 $430K
Susquehanna Portfolio Strategies, LLC 0.02% Reduce -18.6% 6,109 $426K
Jump Financial, LLC 0.01% Reduce -58.0% 6,006 $419K
Alps Advisors Inc. 0.00% Reduce -0.6% 5,974 $417K
Dark Forest Capital Management LP 0.07% Add +9.4% 5,873 $410K
Prelude Capital Management, LLC 0.03% Reduce -44.0% 5,527 $385K
Two Sigma Investments, LP 0.00% New 5,344 $373K
Janney Montgomery Scott LLC 0.00% Reduce -34.5% 5,286 $369K
Chesapeake Capital Corp. 0.47% New 5,148 $359K
Tidal Investments LLC 0.01% New 5,148 $359K
Susquehanna Fundamental Investments, LLC 0.01% New 5,132 $358K
Sherbrooke Park Advisers LLC 0.06% Add +36.4% 5,036 $351K
Verition Fund Management LLC 0.00% Reduce -3.0% 4,899 $342K
Two Sigma Advisers, LP 0.00% Reduce -59.1% 4,700 $328K
Osaic Holdings, Inc. 0.00% Add +2.0% 4,661 $325K
Wells Fargo & Company 0.00% Reduce -7.7% 4,589 $320K
New York State Common Retirement Fund 0.00% Add +0.1% 4,494 $313K
Manufacturers Life Insurance Company, The 0.00% Add +4.7% 4,442 $310K
Bailard, Inc. 0.01% No change 4,400 $307K
Voya Investment Management LLC 0.00% Add +7.5% 4,005 $279K
Janus Henderson Group PLC 0.00% Reduce -1.1% 3,706 $258K
Centiva Capital, LP 0.01% Reduce -36.1% 3,668 $256K
Citigroup Inc. 0.00% Reduce -67.7% 3,585 $250K
Olympiad Research LP 0.18% Reduce -37.5% 3,570 $249K
Graham Capital Management, L.P. 0.01% New 3,360 $234K
Verity Asset Management, Inc. 0.09% New 3,310 $231K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -40.5% 3,158 $220K
State Board of Administration of Florida Retirement System 0.00% New 3,055 $213K
Diversified Trust Co. 0.01% New 3,012 $210K
Central Pacific Bank - Trust Division 0.03% No change 3,000 $209K
Royal Bank of Canada 0.00% Add +20.1% 2,840 $198K
Ashton Thomas Private Wealth, LLC 0.01% New 2,780 $194K
Comerica Bank 0.00% No change 2,104 $147K
Amundi 0.00% Add +53.0% 2,135 $145K
Tower Research Capital LLC (TRC) 0.00% Add +19.3% 1,761 $123K
Arlington Trust Co LLC 0.02% New 1,497 $104K
Benjamin F. Edwards & Company, Inc. 0.00% No change 1,433 $100K
US Bancorp \de 0.00% No change 1,333 $93K
DekaBank Deutsche Girozentrale 0.00% Reduce -1.0% 1,342 $92K
Ameritas Investment Partners, Inc. 0.00% No change 1,071 $75K
New York State Teachers Retirement System 0.00% No change 973 $68K
Itau Unibanco Holding S.A. 0.00% New 962 $67K
CANADA LIFE ASSURANCE Co 0.00% No change 933 $65K
Clearstead Advisors, LLC 0.00% No change 922 $64K
NewEdge Advisors, LLC 0.00% Reduce -2.0% 884 $62K
AlphaQuest LLC 0.01% Add +6692.3% 883 $62K
nVerses Capital, LLC 0.02% Reduce -54.5% 500 $35K
Aquatic Capital Management LLC 0.00% New 400 $28K
Amalgamated Bank 0.00% Add +12.4% 391 $27K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 336 $23K
GAMMA Investing LLC 0.00% Add +8.4% 271 $19K
Global X Japan Co., Ltd. 0.00% No change 224 $16K
IFP Advisors, Inc 0.00% Add +200.0% 150 $10K
Redwood Wealth Management Group, LLC 0.01% New 110 $8K
Arax Advisory Partners 0.00% New 91 $6K
M&R Capital Management Inc. 0.00% Reduce -2.2% 88 $6K
Public Employees Retirement System of Ohio 0.00% Add +102.4% 83 $6K
Cullen/Frost Bankers, Inc. 0.00% New 79 $6K
Concord Wealth Partners 0.00% No change 60 $4K
Parallel Advisors, LLC 0.00% Reduce -34.3% 46 $3K
Continuum Advisory, LLC 0.00% New 39 $3K
Nisa Investment Advisors, LLC 0.00% Add +22.6% 38 $3K
Creekmur Asset Management LLC 0.00% New 34 $2K
Lindbrook Capital, LLC 0.00% Reduce -3.0% 32 $2K
Blue Trust, Inc. 0.00% Add +14.8% 31 $2K
LRI Investments, LLC 0.00% New 25 $2K
Allworth Financial LP 0.00% New 21 $2K
First Horizon Advisors, Inc. 0.00% New 14 $976
Quadrant Capital Group LLC 0.00% New 7 $489
Farther Finance Advisors, LLC 0.00% No change 2 $134
Huntington National Bank 0.00% New 1 $70
Covestor Ltd 0.00% No change 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.