Hyster-YaleHY

13F holders, Q3 2024 (September 30)
183holders +8
28new positions
19sold out
8famous investors
$63.80avg. 13F price*

At the end of Q3 2024, 183 institutions reported holding Hyster-Yale Inc. (HY) in their 13F filings, up 8 from Q2 2024. 28 opened new positions and 19 sold out. The largest holders were Vanguard Group Inc. ($71.4M), BlackRock, Inc. ($56.2M) and GAMCO Investors ($55.1M). 8 famous investors held it, including Mario Gabelli (0.6% of GAMCO Investors's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Israel Englander (0.0% of Millennium Management'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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions28$10.4M
Exits19$15.1M

All 13F filers, Q2 2024 → Q3 2024: 611,612 shares bought and 753,913 shares sold, net −142,301 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 183 holders

Vanguard Group Inc. 0.00% Add +2.9% 1,119,454 $71.4M
BlackRock, Inc. 0.00% — 881,602 $56.2M
GAMCO Investors 0.56% Reduce -5.2% 864,096 $55.1M
Dimensional Fund Advisors LP 0.01% Add +1.2% 510,443 $32.6M
State Street Corp. 0.00% Reduce -0.4% 319,544 $20.4M
Valueworks LLC 5.50% Add +5.7% 270,955 $17.3M
Geode Capital Management, LLC 0.00% Add +0.7% 255,870 $16.3M
American Century Companies Inc. 0.01% Add +57.0% 237,492 $15.1M
Fuller & Thaler Asset Management, Inc. 0.06% Reduce -2.3% 220,219 $14.0M
Morgan Stanley 0.00% Add +67.1% 212,048 $13.5M
Acadian Asset Management LLC 0.04% Reduce -4.4% 211,103 $13.5M
Federated Hermes, Inc. 0.03% Add +0.1% 207,362 $13.2M
ProShare Advisors LLC 0.02% Add +10.6% 124,458 $7.9M
Jacobs Levy Equity Management, Inc. 0.03% Reduce -4.6% 119,082 $7.6M
Charles Schwab Investment Management Inc. 0.00% Add +3.9% 115,159 $7.3M
Northern Trust Corp. 0.00% Add +3.3% 109,215 $7.0M
Bank of New York Mellon Corp 0.00% Reduce -7.6% 106,760 $6.8M
Prudential Financial Inc. 0.01% Reduce -8.1% 91,508 $5.8M
Vontobel Holding Ltd. 0.02% Reduce -10.6% 88,681 $5.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -10.0% 87,799 $5.6M
Goldman Sachs Group Inc. 0.00% Reduce -31.3% 82,316 $5.2M
Millennium Management 0.00% Add +70.9% 82,135 $5.2M
Curbstone Financial Management Corp 1.03% No change 75,616 $4.8M
Foundry Partners, LLC 0.23% Add +1.6% 73,525 $4.7M
Swedbank AB 0.00% Reduce -24.6% 55,708 $3.6M
Gabelli Funds LLC 0.03% Reduce -1.5% 53,900 $3.4M
Brandywine Global Investment Management, LLC 0.02% Reduce -2.7% 49,262 $3.3M
FMR LLC 0.00% Add +31.9% 51,280 $3.3M
Panagora Asset Management Inc. 0.01% Add +0.4% 48,529 $3.1M
AQR Capital Management 0.00% Reduce -37.1% 48,146 $3.1M
Isthmus Partners, LLC 0.36% Reduce -18.1% 46,946 $3.0M
Renaissance Technologies 0.00% Reduce -8.4% 45,900 $2.9M
Sei Investments Co. 0.00% Add +3.5% 45,703 $2.9M
Johnson Investment Counsel Inc. 0.03% No change 44,603 $2.8M
Ameriprise Financial Inc. 0.00% Add +199.6% 43,225 $2.8M
Citadel Advisors 0.00% Reduce -36.1% 42,121 $2.7M
Cwm, LLC 0.01% Reduce -0.4% 41,834 $2.7M
Deutsche Bank AG 0.00% Add +3.7% 40,937 $2.6M
De Lisle Partners LLP 0.42% Add +23.4% 40,241 $2.6M
McDonald Partners LLC 0.62% Reduce -2.9% 39,103 $2.5M
Bank of America Corp. 0.00% Add +30.9% 37,823 $2.4M
Truvestments Capital LLC 0.64% Add +19.1% 37,452 $2.4M
SG Americas Securities, LLC 0.01% New 36,210 $2.3M
D. E. Shaw & Co. 0.00% Reduce -0.1% 35,961 $2.3M
Fisher Asset Management 0.00% Reduce -5.1% 32,225 $2.1M
Zacks Investment Management 0.02% Add +117.9% 32,063 $2.0M
Globeflex Capital L P 0.20% Add +213.8% 31,985 $2.0M
Invesco Ltd. 0.00% Reduce -63.3% 31,709 $2.0M
Scotia Capital Inc. 0.01% Add +2.2% 31,650 $2.0M
Nuveen Asset Management, LLC 0.00% No change 31,214 $2.0M
Segall Bryant & Hamill, LLC 0.03% New 29,958 $1.9M
Barclays PLC 0.00% Add +19.0% 26,492 $1.7M
State of Wisconsin Investment Board 0.00% Reduce -22.4% 25,275 $1.6M
Granby Capital Management, LLC 0.82% New 25,000 $1.6M
Russell Investments Group, Ltd. 0.00% Reduce -9.6% 24,245 $1.5M
JPMorgan Chase & Co. 0.00% Reduce -35.8% 23,816 $1.5M
PNC Financial Services Group, Inc. 0.00% Add +8.9% 23,289 $1.5M
Hunter Associates Investment Management LLC 0.23% Reduce -43.9% 22,800 $1.5M
Squarepoint Ops LLC 0.00% Add +106.0% 22,846 $1.5M
Qube Research & Technologies Ltd 0.00% Reduce -24.3% 22,697 $1.4M
T. Rowe Price Associates Inc. 0.00% Reduce -13.7% 21,438 $1.4M
Algert Global LLC 0.04% Reduce -28.0% 20,533 $1.3M
Inspire Investing, LLC 0.13% Add +86.8% 20,299 $1.3M
Franklin Resources Inc. 0.00% Add +4.7% 18,680 $1.3M
Islay Capital Management, LLC 0.83% Reduce -0.4% 19,318 $1.2M
Keybank National Association 0.00% Reduce -10.1% 18,686 $1.2M
Susquehanna International Group, LLP 0.00% Reduce -59.0% 18,280 $1.2M
Healthcare of Ontario Pension Plan Trust Fund 0.00% No change 18,100 $1.2M
BNP Paribas Financial Markets 0.00% Reduce -36.4% 17,997 $1.1M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Reduce -17.7% 17,755 $1.1M
Voloridge Investment Management, LLC 0.00% Reduce -44.9% 17,372 $1.1M
EFG Asset Management (North America) Corp. 0.18% Reduce -19.9% 17,348 $1.1M
Tudor Investment Corporation 0.01% New 17,253 $1.1M
Rhumbline Advisers 0.00% Reduce -3.7% 16,935 $1.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +0.1% 16,884 $1.1M
Swiss National Bank 0.00% No change 16,600 $1.1M
Los Angeles Capital Management LLC 0.00% Reduce -8.7% 16,045 $1.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -10.9% 14,321 $913K
Alliancebernstein L.P. 0.00% No change 13,808 $881K
Allspring Global Investments Holdings, LLC 0.00% Add +27.4% 13,762 $878K
Gsa Capital Partners LLP 0.07% New 13,573 $866K
Dumont & Blake Investment Advisors LLC 0.22% Reduce -49.8% 13,159 $839K
Jane Street Group, LLC 0.00% Reduce -39.2% 12,850 $819K
UBS Group AG 0.00% Add +14.8% 12,809 $817K
Martingale Asset Management L P 0.02% New 10,585 $675K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -24.0% 10,453 $666K
STRS Ohio 0.00% Add +18.6% 10,200 $650K
Lanark Financial, Inc. 0.05% No change 10,100 $644K
Wells Fargo & Company 0.00% Add +119.5% 10,072 $642K
Citigroup Inc. 0.00% Add +160.3% 9,330 $595K
Principal Financial Group Inc. 0.00% New 9,120 $582K
Legal & General Group Plc 0.00% Reduce -18.1% 9,069 $578K
Lazard Asset Management LLC 0.00% Reduce -87.9% 8,592 $547K
Balyasny Asset Management L.P. 0.00% Reduce -15.2% 8,455 $539K
LPL Financial LLC 0.00% Add +0.5% 8,448 $539K
California State Teachers Retirement System 0.00% Reduce -3.0% 8,179 $522K
Commonwealth Equity Services, LLC 0.00% Add +6.7% 8,126 $518K
Raymond James & Associates 0.00% Reduce -20.1% 8,108 $517K
Two Sigma Investments, LP 0.00% Add +45.6% 7,781 $496K
Kohmann Bosshard Financial Services, LLC 0.06% No change 7,346 $468K

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

Show all 183 holders