Hyster-YaleHY

13F holders, Q1 2025 (March 31)
179holders −2
18new positions
22sold out
9famous investors
$41.54avg. 13F price*

At the end of Q1 2025, 179 institutions reported holding Hyster-Yale Inc. (HY) in their 13F filings, down 2 from Q4 2024. 18 opened new positions and 22 sold out. The largest holders were Vanguard Group Inc. ($45.6M), BlackRock, Inc. ($36.5M) and GAMCO Investors ($35.1M). 9 famous investors held it, including Mario Gabelli (0.4% of GAMCO Investors's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions18$4.3M
Exits22$12.8M

All 13F filers, Q4 2024 → Q1 2025: 725,565 shares bought and 741,195 shares sold, net −15,630 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 179 holders

Vanguard Group Inc. 0.00% Reduce -1.4% 1,097,137 $45.6M
BlackRock, Inc. 0.00% Add +0.2% 878,702 $36.5M
GAMCO Investors 0.39% Reduce -0.2% 845,907 $35.1M
Dimensional Fund Advisors LP 0.01% Add +4.0% 536,627 $22.3M
American Century Companies Inc. 0.01% Add +10.1% 302,815 $12.6M
State Street Corp. 0.00% Reduce -3.7% 284,119 $11.8M
Valueworks LLC 4.43% Add +10.4% 282,907 $11.8M
Geode Capital Management, LLC 0.00% Add +3.0% 263,021 $10.9M
Fuller & Thaler Asset Management, Inc. 0.04% Reduce -0.7% 216,637 $9.0M
Morgan Stanley 0.00% Reduce -17.4% 171,706 $7.1M
ProShare Advisors LLC 0.02% Add +12.7% 162,741 $6.8M
Acadian Asset Management LLC 0.02% Reduce -16.8% 161,159 $6.7M
D. E. Shaw & Co. 0.01% Add +129.9% 138,870 $5.8M
Millennium Management 0.01% Add +20.5% 119,560 $5.0M
Jacobs Levy Equity Management, Inc. 0.02% Add +9.7% 115,461 $4.8M
Northern Trust Corp. 0.00% Reduce -5.0% 108,989 $4.5M
Bank of New York Mellon Corp 0.00% Reduce -1.5% 107,531 $4.5M
Vontobel Holding Ltd. 0.02% Add +32.6% 107,486 $4.5M
Federated Hermes, Inc. 0.01% Reduce -25.8% 104,630 $4.3M
Charles Schwab Investment Management Inc. 0.00% Reduce -8.6% 103,328 $4.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +15.3% 88,060 $3.7M
First Trust Advisors LP 0.00% Add +30.4% 83,580 $3.5M
AQR Capital Management 0.00% Add +110.6% 79,582 $3.3M
Truvestments Capital LLC 0.70% Add +89.4% 77,918 $3.2M
Curbstone Financial Management Corp 0.64% No change 73,490 $3.1M
Goldman Sachs Group Inc. 0.00% Reduce -14.2% 73,337 $3.0M
Bridgeway Capital Management, LLC 0.07% Add +133.7% 68,701 $2.9M
Citadel Advisors 0.00% Reduce -34.3% 63,003 $2.6M
FMR LLC 0.00% Add +7.0% 60,767 $2.5M
PNC Financial Services Group, Inc. 0.00% Add +148.0% 59,433 $2.5M
Gabelli Funds LLC 0.02% No change 52,700 $2.2M
Empowered Funds, LLC 0.03% Add +99.6% 48,701 $2.0M
Isthmus Partners, LLC 0.25% Add +1.0% 47,674 $2.0M
JPMorgan Chase & Co. 0.00% Reduce -24.7% 47,588 $2.0M
Johnson Investment Counsel Inc. 0.02% No change 44,603 $1.9M
Swedbank AB 0.00% Reduce -19.7% 42,934 $1.8M
McDonald Partners LLC 0.46% Add +17.4% 42,930 $1.8M
Cwm, LLC 0.01% Reduce -0.8% 41,381 $1.7M
Ameriprise Financial Inc. 0.00% Reduce -11.1% 39,409 $1.6M
Bank of America Corp. 0.00% Reduce -13.6% 38,623 $1.6M
De Lisle Partners LLP 0.26% Reduce -7.2% 37,335 $1.6M
Algert Global LLC 0.04% Add +46.4% 35,194 $1.5M
Jane Street Group, LLC 0.00% Add +19.9% 35,034 $1.5M
Qube Research & Technologies Ltd 0.00% Add +102.4% 32,832 $1.4M
Sei Investments Co. 0.00% Reduce -31.0% 31,897 $1.3M
Renaissance Technologies 0.00% Reduce -61.7% 31,000 $1.3M
Fisher Asset Management 0.00% No change 30,589 $1.3M
Nuveen, LLC 0.00% — 30,385 $1.3M
Globeflex Capital L P 0.12% No change 30,269 $1.3M
Two Sigma Investments, LP 0.00% Add +45.7% 29,756 $1.2M
Invesco Ltd. 0.00% Reduce -8.3% 27,874 $1.2M
Deutsche Bank AG 0.00% Reduce -38.5% 27,198 $1.1M
Two Sigma Advisers, LP 0.00% Add +261.1% 26,000 $1.1M
Cubist Systematic Strategies, LLC 0.01% Add +20.2% 25,008 $1.0M
Tudor Investment Corporation 0.01% New 24,222 $1.0M
Balyasny Asset Management L.P. 0.00% Add +101.2% 23,150 $962K
Squarepoint Ops LLC 0.00% Add +5.7% 21,731 $903K
Mork Capital Management, LLC 0.65% No change 19,900 $827K
Gsa Capital Partners LLP 0.07% Add +4.3% 19,785 $822K
ExodusPoint Capital Management, LP 0.01% Add +219.7% 19,696 $818K
PDT Partners, LLC 0.06% New 19,342 $803K
Martingale Asset Management L P 0.02% Add +20.1% 18,831 $782K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Reduce -1.6% 18,546 $770K
Franklin Resources Inc. 0.00% Reduce -0.5% 18,507 $769K
Keybank National Association 0.00% Reduce -1.1% 18,386 $764K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +4.9% 17,615 $732K
Rhumbline Advisers 0.00% Add +1.1% 17,224 $715K
Susquehanna International Group, LLP 0.00% Add +108.9% 16,605 $690K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% — 16,600 $690K
Swiss National Bank 0.00% No change 16,600 $690K
Dynamic Technology Lab Private Ltd 0.10% Add +54.8% 16,512 $686K
Lazard Asset Management LLC 0.00% Add +53.5% 16,323 $678K
Susquehanna Fundamental Investments, LLC 0.01% Reduce -44.1% 16,235 $674K
Allspring Global Investments Holdings, LLC 0.00% Add +52.1% 15,843 $658K
BNP Paribas Financial Markets 0.00% Add +5.4% 15,732 $654K
AlphaQuest LLC 0.07% Add +1557100.0% 15,572 $647K
Granby Capital Management, LLC 0.34% Reduce -40.1% 14,985 $623K
Arrowstreet Capital, Limited Partnership 0.00% New 14,263 $592K
Victory Capital Management Inc. 0.00% Add +26.6% 13,948 $579K
Barclays PLC 0.00% Reduce -28.9% 13,905 $578K
Alliancebernstein L.P. 0.00% No change 13,808 $574K
Dumont & Blake Investment Advisors LLC 0.15% Add +21.5% 13,189 $548K
UBS Group AG 0.00% Reduce -34.4% 13,131 $545K
Koss-Olinger Consulting, LLC 0.04% New 12,298 $511K
STRS Ohio 0.00% Add +8.0% 12,100 $503K
OP Asset Management Ltd 0.01% — 12,043 $500K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +16.6% 11,616 $486K
Lanark Financial, Inc. 0.04% — 11,680 $485K
Los Angeles Capital Management LLC 0.00% Reduce -12.3% 11,307 $470K
State of Wisconsin Investment Board 0.00% Add +26.6% 11,018 $458K
Dark Forest Capital Management LP 0.02% New 10,732 $446K
A&I Financial Services, LLC 0.30% Add +10.6% 10,689 $444K
Shufro Rose & Co. LLC 0.03% Add +14.9% 10,340 $430K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -29.9% 10,273 $427K
Principal Financial Group Inc. 0.00% Add +1.3% 10,219 $424K
Citigroup Inc. 0.00% Reduce -8.9% 9,725 $404K
Russell Investments Group, Ltd. 0.00% Add +14.4% 9,381 $390K
Jump Financial, LLC 0.01% Reduce -5.5% 9,236 $384K
Graham Capital Management, L.P. 0.02% Add +29.9% 8,956 $372K
Raymond James Financial Inc. 0.00% Add +5.5% 8,651 $359K

"% 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 179 holders