Hyster-YaleHY

13F holders, Q2 2025 (June 30)
161holders −18
13new positions
31sold out
8famous investors
$39.78avg. 13F price*

At the end of Q2 2025, 161 institutions reported holding Hyster-Yale Inc. (HY) in their 13F filings, down 18 from Q1 2025. 13 opened new positions and 31 sold out. The largest holders were Vanguard Group Inc. ($43.6M), BlackRock, Inc. ($35.2M) and GAMCO Investors ($34.2M). 8 famous investors held it, including Mario Gabelli (0.3% 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions13$3.5M
Exits31$9.9M

All 13F filers, Q1 2025 → Q2 2025: 493,327 shares bought and 513,324 shares sold, net −19,997 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 161 holders

Vanguard Group Inc. 0.00% Reduce -0.0% 1,096,872 $43.6M
BlackRock, Inc. 0.00% Add +0.8% 885,771 $35.2M
GAMCO Investors 0.34% Add +1.7% 860,607 $34.2M
Dimensional Fund Advisors LP 0.01% Add +6.7% 572,574 $22.8M
American Century Companies Inc. 0.01% Add +8.1% 327,204 $13.0M
Valueworks LLC 3.92% Add +5.8% 299,433 $11.9M
Geode Capital Management, LLC 0.00% Add +4.0% 273,528 $10.9M
State Street Corp. 0.00% Reduce -5.7% 268,008 $10.7M
Fuller & Thaler Asset Management, Inc. 0.03% Add +0.1% 216,774 $8.6M
Acadian Asset Management LLC 0.02% Add +18.2% 190,471 $7.6M
Morgan Stanley 0.00% Reduce -2.1% 168,098 $6.7M
D. E. Shaw & Co. 0.01% Add +13.5% 157,588 $6.3M
ProShare Advisors LLC 0.01% Reduce -7.5% 150,602 $6.0M
Bank of New York Mellon Corp 0.00% Add +3.3% 111,057 $4.4M
Jacobs Levy Equity Management, Inc. 0.02% Reduce -6.2% 108,262 $4.3M
Charles Schwab Investment Management Inc. 0.00% Add +1.7% 105,070 $4.2M
Northern Trust Corp. 0.00% Reduce -4.3% 104,331 $4.2M
Millennium Management 0.00% Reduce -13.5% 103,435 $4.1M
Vontobel Holding Ltd. 0.01% Reduce -6.8% 100,201 $4.0M
Federated Hermes, Inc. 0.01% Reduce -8.6% 95,648 $3.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -4.0% 84,501 $3.4M
Bridgeway Capital Management, LLC 0.08% Add +18.5% 81,389 $3.2M
Truvestments Capital LLC 0.62% Add +0.1% 77,954 $3.1M
AQR Capital Management 0.00% Reduce -6.8% 74,212 $3.0M
Curbstone Financial Management Corp 0.60% No change 73,490 $2.9M
FMR LLC 0.00% Add +2.3% 62,153 $2.5M
JPMorgan Chase & Co. 0.00% Add +14.3% 54,381 $2.2M
Goldman Sachs Group Inc. 0.00% Reduce -25.9% 54,367 $2.2M
Empowered Funds, LLC 0.02% Add +9.6% 53,389 $2.1M
Gabelli Funds LLC 0.02% No change 52,700 $2.1M
Arrowstreet Capital, Limited Partnership 0.00% Add +252.1% 50,220 $2.0M
Isthmus Partners, LLC 0.23% Add +3.2% 49,188 $2.0M
McDonald Partners LLC 0.43% Add +5.9% 45,469 $1.8M
PNC Financial Services Group, Inc. 0.00% Reduce -23.8% 45,284 $1.8M
Johnson Investment Counsel Inc. 0.02% No change 44,603 $1.8M
Swedbank AB 0.00% No change 42,934 $1.7M
Cwm, LLC 0.01% Add +2.2% 42,305 $1.7M
Ameriprise Financial Inc. 0.00% Add +6.2% 41,850 $1.7M
Two Sigma Investments, LP 0.00% Add +39.2% 41,415 $1.6M
Bank of America Corp. 0.00% Reduce -0.1% 38,569 $1.5M
Gsa Capital Partners LLP 0.11% Add +90.7% 37,726 $1.5M
De Lisle Partners LLP 0.21% No change 37,335 $1.5M
Tudor Investment Corporation 0.01% Add +52.7% 36,987 $1.5M
Fisher Asset Management 0.00% Add +14.9% 35,149 $1.4M
Keybank National Association 0.01% Add +89.1% 34,766 $1.4M
Renaissance Technologies 0.00% Add +10.0% 34,100 $1.4M
Algert Global LLC 0.03% Reduce -6.0% 33,074 $1.3M
Sei Investments Co. 0.00% Reduce -0.1% 31,856 $1.3M
Two Sigma Advisers, LP 0.00% Add +21.5% 31,600 $1.3M
Jane Street Group, LLC 0.00% Reduce -14.3% 30,043 $1.2M
Citadel Advisors 0.00% Reduce -52.3% 30,028 $1.2M
State of Wisconsin Investment Board 0.00% Add +158.1% 28,433 $1.1M
Qube Research & Technologies Ltd 0.00% Reduce -20.1% 26,224 $1.0M
Bastion Asset Management Inc. 0.48% New 25,186 $1.0M
Y-Intercept (Hong Kong) Ltd 0.02% New 24,661 $981K
Globeflex Capital L P 0.08% Reduce -21.9% 23,625 $940K
Engineers Gate Manager LP 0.01% Add +216.4% 23,323 $928K
Invesco Ltd. 0.00% Reduce -16.8% 23,202 $923K
Nuveen, LLC 0.00% Reduce -23.8% 23,161 $921K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +28.2% 22,575 $898K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +21.2% 22,477 $894K
Barclays PLC 0.00% Add +54.6% 21,494 $855K
Martingale Asset Management L P 0.02% Add +11.2% 20,932 $833K
Mork Capital Management, LLC 0.58% No change 19,900 $792K
UBS Group AG 0.00% Add +48.5% 19,501 $776K
AlphaQuest LLC 0.07% Add +23.3% 19,201 $764K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% Add +13.9% 18,900 $752K
Franklin Resources Inc. 0.00% Add +0.6% 18,618 $741K
Rhumbline Advisers 0.00% Add +7.0% 18,430 $733K
Susquehanna International Group, LLP 0.00% Add +8.9% 18,081 $719K
Assenagon Asset Management S.A. 0.00% New 17,687 $704K
Swiss National Bank 0.00% No change 16,600 $660K
Lazard Asset Management LLC 0.00% Reduce -1.9% 16,012 $636K
Dumont & Blake Investment Advisors LLC 0.16% Add +18.4% 15,621 $621K
BNP Paribas Financial Markets 0.00% Reduce -2.2% 15,383 $612K
Allspring Global Investments Holdings, LLC 0.00% Reduce -5.5% 14,979 $596K
Verition Fund Management LLC 0.00% Add +176.2% 14,770 $588K
Susquehanna Fundamental Investments, LLC 0.02% Reduce -10.7% 14,506 $577K
Lanark Financial, Inc. 0.04% Add +13.1% 13,205 $525K
Alliancebernstein L.P. 0.00% Reduce -5.1% 13,108 $521K
STRS Ohio 0.00% Add +7.4% 13,000 $517K
Squarepoint Ops LLC 0.00% Reduce -42.6% 12,474 $496K
A&I Financial Services, LLC 0.27% Add +13.2% 12,095 $481K
OP Asset Management Ltd 0.01% No change 12,043 $479K
Mirae Asset Global Investments Co., Ltd. 0.00% No change 11,616 $462K
Russell Investments Group, Ltd. 0.00% Add +23.6% 11,596 $461K
Petrus Trust Company, LTA 0.05% New 11,568 $460K
Koss-Olinger Consulting, LLC 0.04% Reduce -7.3% 11,403 $454K
Dynamic Technology Lab Private Ltd 0.06% Reduce -32.3% 11,180 $445K
Raymond James Financial Inc. 0.00% Add +22.5% 10,599 $422K
Inspire Investing, LLC 0.04% Add +18.1% 9,725 $387K
Victory Capital Management Inc. 0.00% Reduce -31.2% 9,591 $382K
Legal & General Group Plc 0.00% Add +7.6% 9,284 $369K
T. Rowe Price Associates Inc. 0.00% Add +8.6% 9,088 $362K
PDT Partners, LLC 0.02% Reduce -53.9% 8,922 $355K
Zacks Investment Management 0.00% New 8,598 $342K
Deutsche Bank AG 0.00% Reduce -69.1% 8,412 $335K
Numerai GP LLC 0.05% Add +48.3% 8,339 $332K
California State Teachers Retirement System 0.00% No change 8,089 $322K
Principal Financial Group Inc. 0.00% Reduce -25.9% 7,568 $301K
Wells Fargo & Company 0.00% Add +25.1% 7,536 $300K
Kohmann Bosshard Financial Services, LLC 0.03% No change 7,346 $292K
MetLife Investment Management, LLC 0.00% No change 6,486 $258K
Citigroup Inc. 0.00% Reduce -35.0% 6,318 $251K
Panagora Asset Management Inc. 0.00% No change 6,286 $250K
LPL Financial LLC 0.00% Add +4.7% 5,912 $235K
ExodusPoint Capital Management, LP 0.00% Reduce -70.4% 5,822 $232K
Dark Forest Capital Management LP 0.01% Reduce -48.0% 5,583 $222K
Intech Investment Management LLC 0.00% Reduce -31.6% 5,407 $215K
New York State Common Retirement Fund 0.00% No change 4,494 $179K
Public Employees Retirement System of Ohio 0.00% Add +1641.5% 4,319 $172K
Central Pacific Bank - Trust Division 0.02% No change 3,000 $119K
Quantbot Technologies LP 0.00% Reduce -35.6% 2,621 $104K
Police & Firemen's Retirement System of New Jersey 0.00% No change 2,598 $103K
US Bancorp \de 0.00% Add +26.3% 2,513 $100K
Aquatic Capital Management LLC 0.00% Reduce -29.6% 1,962 $78K
Comerica Bank 0.00% Reduce -2.6% 1,524 $61K
KLP Kapitalforvaltning As 0.00% No change 1,500 $60K
Arlington Trust Co LLC 0.01% No change 1,497 $60K
Tower Research Capital LLC (TRC) 0.00% Add +19.2% 1,463 $58K
Royal Bank of Canada 0.00% Add +660.5% 1,407 $56K
DekaBank Deutsche Girozentrale 0.00% Reduce -7.9% 1,249 $50K
Ameritas Investment Partners, Inc. 0.00% No change 1,071 $43K
NewEdge Advisors, LLC 0.00% Add +12.2% 1,001 $40K
Itau Unibanco Holding S.A. 0.00% Reduce -5.3% 998 $40K
Clearstead Advisors, LLC 0.00% Add +7.2% 988 $39K
CANADA LIFE ASSURANCE Co 0.00% Reduce -62.2% 933 $37K
Covestor Ltd 0.02% Add +12.7% 770 $31K
Osaic Holdings, Inc. 0.00% Reduce -88.8% 663 $26K
Amalgamated Bank 0.00% No change 391 $16K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 336 $13K
Sterling Capital Management LLC 0.00% Add +272.9% 317 $13K
GAMMA Investing LLC 0.00% Add +33.2% 309 $12K
Brooklyn Investment Group 0.00% Add +283.6% 234 $9K
Global X Japan Co., Ltd. 0.00% No change 210 $8K
Versant Capital Management, Inc 0.00% Add +754.5% 188 $7K
EverSource Wealth Advisors, LLC 0.00% Add +18700.0% 188 $7K
Nisa Investment Advisors, LLC 0.00% Add +129.1% 181 $7K
Jones Financial Companies LLLP 0.00% Add +265.0% 146 $6K
Arax Advisory Partners 0.00% New 128 $5K
Total Investment Management Inc. 0.00% New 102 $4K
Farther Finance Advisors, LLC 0.00% New 88 $4K
Harbour Investments, Inc. 0.00% Add +1.3% 76 $3K
GPS Wealth Strategies Group, LLC 0.00% No change 70 $3K
IFP Advisors, Inc 0.00% Add +18.0% 59 $3K
Blue Trust, Inc. 0.00% Add +3.1% 67 $3K
Barrow Hanley Mewhinney & Strauss LLC 0.00% New 62 $2K
Concord Wealth Partners 0.00% No change 60 $2K
Parallel Advisors, LLC 0.00% Reduce -30.5% 57 $2K
Allworth Financial LP 0.00% New 50 $2K
Federation des caisses Desjardins du Quebec 0.00% No change 50 $2K
Caitong International Asset Management Co., Ltd 0.00% No change 49 $2K
Essential Partners LLC 0.00% — 46 $2K
LRI Investments, LLC 0.00% No change 25 $995
Larson Financial Group LLC 0.00% New 20 $796
Creative Financial Designs Inc. 0.00% No change 17 $676
Advisors Asset Management, Inc. 0.00% Add +100.0% 16 $636
Rothschild Investment LLC 0.00% Add +50.0% 15 $597
Signaturefd, LLC 0.00% New 9 $358
True Wealth Design, LLC 0.00% New 2 $80
Huntington National Bank 0.00% No change 1 $40

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