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
Legal & General Group Plc 0.00% Reduce -8.0% 8,630 $358K
T. Rowe Price Associates Inc. 0.00% Add +5.5% 8,372 $348K
Inspire Investing, LLC 0.04% Add +4.5% 8,232 $342K
California State Teachers Retirement System 0.00% No change 8,089 $336K
Intech Investment Management LLC 0.00% Add +45.9% 7,906 $328K
Engineers Gate Manager LP 0.01% New 7,372 $306K
Kohmann Bosshard Financial Services, LLC 0.04% No change 7,346 $305K
Prudential Financial Inc. 0.00% Reduce -91.2% 7,228 $300K
MetLife Investment Management, LLC 0.00% Reduce -1.6% 6,486 $269K
Panagora Asset Management Inc. 0.00% Reduce -85.7% 6,286 $261K
Prelude Capital Management, LLC 0.03% New 6,063 $252K
Wells Fargo & Company 0.00% Add +2.3% 6,025 $250K
Osaic Holdings, Inc. 0.00% Reduce -1.9% 5,896 $245K
LPL Financial LLC 0.00% Reduce -42.3% 5,649 $235K
Numerai GP LLC 0.04% New 5,625 $234K
Corebridge Financial, Inc. 0.00% Reduce -1.5% 5,612 $233K
Verition Fund Management LLC 0.00% Add +15.8% 5,347 $222K
Sherbrooke Park Advisers LLC 0.10% Add +8.6% 5,330 $221K
Point72 Asset Management 0.00% Reduce -17.7% 5,100 $212K
New York State Common Retirement Fund 0.00% No change 4,494 $187K
Amundi 0.00% Add +10.1% 4,844 $179K
Quantbot Technologies LP 0.01% Add +25.8% 4,073 $169K
Central Pacific Bank - Trust Division 0.02% No change 3,000 $125K
Aquatic Capital Management LLC 0.00% Reduce -49.4% 2,789 $116K
State of Tennessee, Department of Treasury 0.00% New 2,686 $112K
Police & Firemen's Retirement System of New Jersey 0.00% No change 2,598 $108K
CANADA LIFE ASSURANCE Co 0.00% No change 2,468 $103K
US Bancorp \de 0.00% Add +15.2% 1,989 $83K
Point72 Asia (Singapore) Pte. Ltd. 0.02% Add +226.8% 1,755 $73K
Comerica Bank 0.00% Reduce -25.7% 1,564 $65K
KLP Kapitalforvaltning As 0.00% No change 1,500 $62K
Arlington Trust Co LLC 0.01% No change 1,497 $62K
DekaBank Deutsche Girozentrale 0.00% Add +8.6% 1,356 $55K
Tower Research Capital LLC (TRC) 0.00% Reduce -59.3% 1,227 $51K
Ameritas Investment Partners, Inc. 0.00% No change 1,071 $44K
Itau Unibanco Holding S.A. 0.00% Reduce -0.8% 1,054 $44K
Clearstead Advisors, LLC 0.00% No change 922 $38K
NewEdge Advisors, LLC 0.00% Add +0.3% 892 $37K
New York State Teachers Retirement System 0.00% Reduce -19.9% 779 $32K
Meeder Asset Management Inc. 0.00% No change 741 $31K
Mattson Financial Services, LLC 0.01% No change 700 $29K
Covestor Ltd 0.02% Add +36.6% 683 $28K
Point72 (DIFC) Ltd 0.00% Reduce -19.7% 590 $25K
Canada Pension Plan Investment Board 0.00% New 400 $17K
Coldstream Capital Management Inc. 0.00% New 398 $17K
Amalgamated Bank 0.00% No change 391 $16K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 336 $14K
Public Employees Retirement System of Ohio 0.00% Add +24.0% 248 $10K
GAMMA Investing LLC 0.00% Reduce -31.4% 232 $10K
Global X Japan Co., Ltd. 0.00% Add +29.6% 210 $9K
Richards, Merrill & Peterson, Inc. 0.00% New 200 $8K
Bokf, NA 0.00% No change 200 $8K
Royal Bank of Canada 0.00% Reduce -81.2% 185 $8K
Quarry LP 0.00% Add +1342.9% 101 $4K
Sterling Capital Management LLC 0.00% Reduce -44.1% 85 $4K
Parallel Advisors, LLC 0.00% Add +78.3% 82 $3K
Nisa Investment Advisors, LLC 0.00% Add +338.9% 79 $3K
Harbour Investments, Inc. 0.00% No change 75 $3K
Simplex Trading, LLC 0.00% Add +285.0% 77 $3K
GPS Wealth Strategies Group, LLC 0.00% No change 70 $3K
Blue Trust, Inc. 0.00% Add +30.0% 65 $3K
Aster Capital Management (DIFC) Ltd 0.00% New 52 $3K
Brooklyn Investment Group 0.00% New 61 $3K
Concord Wealth Partners 0.00% No change 60 $2K
IFP Advisors, Inc 0.00% No change 50 $2K
Federation des caisses Desjardins du Quebec 0.00% No change 50 $2K
Caitong International Asset Management Co., Ltd 0.00% New 49 $2K
Jones Financial Companies LLLP 0.00% No change 40 $2K
Lindbrook Capital, LLC 0.00% No change 32 $1K
LRI Investments, LLC 0.00% No change 25 $1K
Versant Capital Management, Inc 0.00% Reduce -75.3% 22 $914
Creative Financial Designs Inc. 0.00% New 17 $706
First Horizon Advisors, Inc. 0.00% No change 14 $581
Parkside Financial Bank & Trust 0.00% New 10 $416
Rothschild Investment LLC 0.00% Add +100.0% 10 $415
Advisors Asset Management, Inc. 0.00% New 8 $332
Smartleaf Asset Management LLC 0.00% No change 5 $209
Huntington National Bank 0.00% No change 1 $42
EverSource Wealth Advisors, LLC 0.00% Reduce -80.0% 1 $42

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