Hyster-YaleHY
13F holders, Q2 2024 (June 30)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 |
| 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.