Hyster-YaleHY

13F holders, Q4 2024 (December 31)
181holders −2
21new positions
26sold out
8famous investors
$50.98avg. 13F price*

At the end of Q4 2024, 181 institutions reported holding Hyster-Yale Inc. (HY) in their 13F filings, down 2 from Q3 2024. 21 opened new positions and 26 sold out. The largest holders were Vanguard Group Inc. ($56.7M), BlackRock, Inc. ($44.7M) and GAMCO Investors ($43.2M). 8 famous investors held it, including Mario Gabelli (0.5% of GAMCO Investors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions21$13.3M
Exits26$14.6M

All 13F filers, Q3 2024 → Q4 2024: 619,048 shares bought and 599,352 shares sold, net +19,696 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 181 holders

Vanguard Group Inc. 0.00% Reduce -0.6% 1,112,489 $56.7M
BlackRock, Inc. 0.00% Reduce -0.6% 876,749 $44.7M
GAMCO Investors 0.45% Reduce -1.9% 847,257 $43.2M
Dimensional Fund Advisors LP 0.01% Add +1.1% 515,809 $26.3M
State Street Corp. 0.00% Reduce -7.7% 295,041 $15.0M
American Century Companies Inc. 0.01% Add +15.8% 274,924 $14.0M
Valueworks LLC 4.35% Reduce -5.4% 256,340 $13.1M
Geode Capital Management, LLC 0.00% Reduce -0.2% 255,322 $13.0M
Fuller & Thaler Asset Management, Inc. 0.04% Reduce -1.0% 218,061 $11.1M
Morgan Stanley 0.00% Reduce -1.9% 207,933 $10.6M
Acadian Asset Management LLC 0.03% Reduce -8.2% 193,794 $9.9M
ProShare Advisors LLC 0.02% Add +16.1% 144,433 $7.4M
Federated Hermes, Inc. 0.02% Reduce -32.0% 140,927 $7.2M
Northern Trust Corp. 0.00% Add +5.1% 114,787 $5.8M
Charles Schwab Investment Management Inc. 0.00% Reduce -1.9% 113,012 $5.8M
Bank of New York Mellon Corp 0.00% Add +2.3% 109,206 $5.6M
Jacobs Levy Equity Management, Inc. 0.02% Reduce -11.6% 105,281 $5.4M
Millennium Management 0.00% Add +20.8% 99,255 $5.1M
Citadel Advisors 0.00% Add +127.5% 95,829 $4.9M
Goldman Sachs Group Inc. 0.00% Add +3.8% 85,450 $4.4M
Prudential Financial Inc. 0.01% Reduce -10.0% 82,388 $4.2M
Vontobel Holding Ltd. 0.01% Reduce -8.6% 81,072 $4.1M
Renaissance Technologies 0.01% Add +76.3% 80,900 $4.1M
Foundry Partners, LLC 0.20% Add +6.3% 78,185 $4.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -13.0% 76,346 $3.9M
Curbstone Financial Management Corp 0.79% Reduce -2.8% 73,490 $3.7M
First Trust Advisors LP 0.00% New 64,098 $3.3M
JPMorgan Chase & Co. 0.00% Add +165.5% 63,231 $3.2M
D. E. Shaw & Co. 0.00% Add +68.0% 60,399 $3.1M
FMR LLC 0.00% Add +10.8% 56,811 $2.9M
Swedbank AB 0.00% Reduce -4.0% 53,480 $2.7M
Gabelli Funds LLC 0.02% Reduce -2.2% 52,700 $2.7M
Isthmus Partners, LLC 0.29% Add +0.5% 47,184 $2.4M
Sei Investments Co. 0.00% Add +1.1% 46,210 $2.4M
Bank of America Corp. 0.00% Add +18.2% 44,693 $2.3M
Johnson Investment Counsel Inc. 0.02% No change 44,603 $2.3M
Ameriprise Financial Inc. 0.00% Add +2.5% 44,328 $2.3M
Deutsche Bank AG 0.00% Add +8.0% 44,208 $2.3M
Panagora Asset Management Inc. 0.01% Reduce -9.1% 44,093 $2.2M
Cwm, LLC 0.01% Reduce -0.3% 41,711 $2.1M
Truvestments Capital LLC 0.54% Add +9.8% 41,132 $2.1M
De Lisle Partners LLP 0.30% No change 40,241 $2.0M
AQR Capital Management 0.00% Reduce -21.5% 37,787 $1.9M
McDonald Partners LLC 0.48% Reduce -6.5% 36,576 $1.9M
SG Americas Securities, LLC 0.01% Reduce -11.2% 32,168 $1.6M
Scotia Capital Inc. 0.01% Add +0.7% 31,873 $1.6M
Fisher Asset Management 0.00% Reduce -5.1% 30,589 $1.6M
Invesco Ltd. 0.00% Reduce -4.1% 30,401 $1.5M
Nuveen Asset Management, LLC 0.00% Reduce -2.7% 30,385 $1.5M
Globeflex Capital L P 0.13% Reduce -5.4% 30,269 $1.5M
Brightline Capital Management, LLC 1.05% New 30,000 $1.5M
Bridgeway Capital Management, LLC 0.03% New 29,399 $1.5M
Jane Street Group, LLC 0.00% Add +127.5% 29,232 $1.5M
Susquehanna Fundamental Investments, LLC 0.02% — 29,069 $1.5M
Granby Capital Management, LLC 0.66% No change 25,000 $1.3M
Empowered Funds, LLC 0.02% New 24,399 $1.2M
Algert Global LLC 0.03% Add +17.1% 24,045 $1.2M
PNC Financial Services Group, Inc. 0.00% Add +2.9% 23,967 $1.2M
Cubist Systematic Strategies, LLC 0.02% New 20,813 $1.1M
Squarepoint Ops LLC 0.00% Reduce -10.0% 20,555 $1.0M
Two Sigma Investments, LP 0.00% Add +162.5% 20,426 $1.0M
UBS Group AG 0.00% Add +56.2% 20,007 $1.0M
Mork Capital Management, LLC 0.67% New 19,900 $1.0M
Barclays PLC 0.00% Reduce -26.1% 19,567 $997K
Gsa Capital Partners LLP 0.07% Add +39.8% 18,973 $966K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +11.6% 18,850 $960K
Franklin Resources Inc. 0.00% Reduce -0.4% 18,599 $947K
Keybank National Association 0.00% Reduce -0.5% 18,586 $947K
Shufro Rose & Co. LLC 0.07% New 9,000 $874K
Rhumbline Advisers 0.00% Add +0.6% 17,041 $868K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +17.2% 16,789 $855K
Swiss National Bank 0.00% No change 16,600 $845K
Qube Research & Technologies Ltd 0.00% Reduce -28.5% 16,224 $826K
Martingale Asset Management L P 0.02% Add +48.1% 15,674 $798K
Islay Capital Management, LLC 0.54% Reduce -21.1% 15,252 $777K
BNP Paribas Financial Markets 0.00% Reduce -17.1% 14,923 $760K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -17.4% 14,661 $747K
Alliancebernstein L.P. 0.00% No change 13,808 $703K
Los Angeles Capital Management LLC 0.00% Reduce -19.6% 12,897 $657K
Voloridge Investment Management, LLC 0.00% Reduce -29.7% 12,213 $622K
Balyasny Asset Management L.P. 0.00% Add +36.1% 11,509 $586K
STRS Ohio 0.00% Add +9.8% 11,200 $570K
Victory Capital Management Inc. 0.00% Add +81.5% 11,018 $561K
Dumont & Blake Investment Advisors LLC 0.15% Reduce -17.5% 10,859 $553K
Citigroup Inc. 0.00% Add +14.4% 10,676 $544K
Dynamic Technology Lab Private Ltd 0.09% New 10,668 $543K
Lazard Asset Management LLC 0.00% Add +23.7% 10,631 $541K
Allspring Global Investments Holdings, LLC 0.00% Reduce -24.3% 10,418 $531K
Principal Financial Group Inc. 0.00% Add +10.7% 10,092 $514K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -4.7% 9,959 $500K
LPL Financial LLC 0.00% Add +15.9% 9,794 $499K
Jump Financial, LLC 0.01% Add +123.4% 9,773 $498K
A&I Financial Services, LLC 0.48% — 9,667 $492K
Legal & General Group Plc 0.00% Add +3.4% 9,379 $478K
State of Wisconsin Investment Board 0.00% Reduce -65.6% 8,704 $443K
XTX Topco Ltd 0.04% New 8,679 $442K
Russell Investments Group, Ltd. 0.00% Reduce -66.2% 8,200 $418K
Raymond James Financial Inc. 0.00% — 8,197 $417K
California State Teachers Retirement System 0.00% Reduce -1.1% 8,089 $412K
Gallacher Capital Management LLC 0.20% Add +12.5% 7,978 $406K
T. Rowe Price Associates Inc. 0.00% Reduce -63.0% 7,935 $405K
Susquehanna International Group, LLP 0.00% Reduce -56.5% 7,948 $405K
Inspire Investing, LLC 0.04% Reduce -61.2% 7,874 $401K
Kohmann Bosshard Financial Services, LLC 0.04% No change 7,346 $374K
Two Sigma Advisers, LP 0.00% Add +118.2% 7,200 $367K
Graham Capital Management, L.P. 0.02% Add +89.4% 6,892 $351K
MetLife Investment Management, LLC 0.00% Reduce -0.6% 6,595 $336K
Hussman Strategic Advisors, Inc. 0.09% New 6,300 $321K
Point72 Asset Management 0.00% New 6,200 $316K
ExodusPoint Capital Management, LP 0.00% New 6,161 $314K
Manufacturers Life Insurance Company, The 0.00% Reduce -4.2% 6,018 $306K
Osaic Holdings, Inc. 0.00% Add +30.9% 6,010 $306K
Alps Advisors Inc. 0.00% No change 6,001 $306K
Wells Fargo & Company 0.00% Reduce -41.5% 5,892 $300K
Hunter Associates Investment Management LLC 0.05% Reduce -74.6% 5,800 $296K
Corebridge Financial, Inc. 0.00% Reduce -7.0% 5,696 $290K
Aquatic Capital Management LLC 0.01% Add +49.0% 5,513 $281K
Intech Investment Management LLC 0.00% New 5,420 $276K
Bailard, Inc. 0.01% Add +15.9% 5,100 $260K
Sherbrooke Park Advisers LLC 0.08% New 4,907 $250K
Mackenzie Financial Corp. 0.00% New 4,744 $242K
Verition Fund Management LLC 0.00% Reduce -30.7% 4,618 $235K
New York State Common Retirement Fund 0.00% No change 4,494 $229K
Amundi 0.00% Add +111.6% 4,400 $221K
Quantbot Technologies LP 0.01% Add +1613.2% 3,238 $165K
Tower Research Capital LLC (TRC) 0.00% Add +17.4% 3,018 $154K
Central Pacific Bank - Trust Division 0.02% No change 3,000 $153K
Police & Firemen's Retirement System of New Jersey 0.00% — 2,598 $132K
CANADA LIFE ASSURANCE Co 0.00% Add +164.5% 2,468 $125K
Comerica Bank 0.00% No change 2,104 $107K
US Bancorp \de 0.00% Add +29.1% 1,726 $88K
KLP Kapitalforvaltning As 0.00% — 1,500 $76K
Arlington Trust Co LLC 0.02% No change 1,497 $76K
DekaBank Deutsche Girozentrale 0.00% No change 1,249 $61K
Ameritas Investment Partners, Inc. 0.00% No change 1,071 $55K
Itau Unibanco Holding S.A. 0.00% Add +10.4% 1,062 $54K
New York State Teachers Retirement System 0.00% No change 973 $50K
Royal Bank of Canada 0.00% Reduce -55.0% 984 $50K
Clearstead Advisors, LLC 0.00% No change 922 $47K
NewEdge Advisors, LLC 0.00% Add +0.3% 889 $45K
Mattson Financial Services, LLC 0.01% New 700 $45K
Meeder Asset Management Inc. 0.00% Add +421.8% 741 $38K
Point72 (DIFC) Ltd 0.00% New 735 $37K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -18.0% 707 $36K
Point72 Asia (Singapore) Pte. Ltd. 0.01% New 537 $27K
Covestor Ltd 0.02% Add +16.6% 500 $26K
Amalgamated Bank 0.00% No change 391 $20K
R Squared Ltd 0.02% — 370 $19K
GAMMA Investing LLC 0.00% Reduce -4.8% 338 $17K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 336 $17K
Public Employees Retirement System of Ohio 0.00% Add +47.1% 200 $10K
Bokf, NA 0.00% No change 200 $10K
Global X Japan Co., Ltd. 0.00% Reduce -26.4% 162 $8K
Sterling Capital Management LLC 0.00% Add +533.3% 152 $8K
Arax Advisory Partners 0.00% Add +24.2% 113 $6K
Versant Capital Management, Inc 0.00% New 89 $5K
Harbour Investments, Inc. 0.00% No change 75 $4K
GPS Wealth Strategies Group, LLC 0.00% No change 70 $4K
Concord Wealth Partners 0.00% No change 60 $3K
Blue Trust, Inc. 0.00% Add +25.0% 50 $3K
Federation des caisses Desjardins du Quebec 0.00% No change 50 $3K
IFP Advisors, Inc 0.00% Reduce -66.7% 50 $3K
Parallel Advisors, LLC 0.00% No change 46 $2K
Jones Financial Companies LLLP 0.00% New 40 $2K
Creekmur Asset Management LLC 0.00% No change 34 $2K
Lindbrook Capital, LLC 0.00% Reduce -20.0% 32 $2K
LRI Investments, LLC 0.00% No change 25 $1K
Bessemer Group Inc. 0.00% No change 15 $1K
Simplex Trading, LLC 0.00% Reduce -90.7% 20 $1K
Nisa Investment Advisors, LLC 0.00% Reduce -73.1% 18 $917
First Horizon Advisors, Inc. 0.00% No change 14 $713
Lanark Financial, Inc. 0.05% — 9 $504
Quarry LP 0.00% Reduce -92.3% 7 $357
Rothschild Investment LLC 0.00% No change 5 $255
EverSource Wealth Advisors, LLC 0.00% New 5 $255
Smartleaf Asset Management LLC 0.00% No change 5 $253
Farther Finance Advisors, LLC 0.00% No change 2 $102
Huntington National Bank 0.00% Reduce -97.6% 1 $51
TFC Financial Management, Inc. 0.00% No change 1 $51
AlphaQuest LLC 0.00% Reduce -100.0% 1 $51
Hemington Wealth Management 0.00% No change 13 $0

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