HY · Hyster-Yale, Inc. · Held by Funds
$31.94
+0.71 (+2.27%)
At close · Oct 5
Return incl. dividend (before tax)
Market Cap
$555.30M
Shares
17.93M
Volume · Oct 5
112.6K
Avg daily vol (3M)
112.33K
Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.
Funds holding HY
197 fund positions| Fund | Ticker | Balance | Value | % of Fund | Side | Reported | Open |
|---|---|---|---|---|---|---|---|
| Avantis U.S. Small Cap Value ETF | AVUV | 343,264 | $12,467,348 | 0.05% | Long | 2026-05-31 | |
| 1290 VT GAMCO Small Company Value Portfolio | — | 327,500 | $11,482,150 | 0.26% | Long | 2026-06-30 | |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | — | 324,903 | $11,391,099 | 0.00% | Long | 2026-06-30 | |
| iShares Russell 2000 ETF | IWM | 305,031 | $10,694,387 | 0.01% | Long | 2026-06-30 | |
| ProShares Russell 2000 Dividend Growers ETF | SMDV | 186,824 | $6,785,448 | 1.04% | Long | 2026-05-31 | |
| VANGUARD EXTENDED MARKET INDEX FUND | — | 132,782 | $4,655,337 | 0.00% | Long | 2026-06-30 | |
| Global X Autonomous & Electric Vehicles ETF | DRIV | 115,552 | $4,196,849 | 0.88% | Long | 2026-05-31 | |
| Fidelity Small Cap Index Fund | FSSNX | 125,006 | $4,178,951 | 0.01% | Long | 2026-07-31 | |
| iShares Russell 2000 Value ETF | IWN | 115,304 | $4,042,558 | 0.03% | Long | 2026-06-30 | |
| Fidelity Enhanced Small Cap Core ETF | FESM | 97,929 | $3,433,391 | 0.06% | Long | 2026-06-30 | |
| EA Bridgeway Omni Small-Cap Value ETF | BSVO | 75,753 | $2,655,900 | 0.11% | Long | 2026-06-30 | |
| FOUNDRY PARTNERS SMALL CAP VALUE FUND | — | 44,735 | $2,389,744 | 0.82% | Long | 2025-01-31 | |
| Federated Hermes MDT Small Cap Core Fund | — | 69,088 | $2,309,612 | 0.10% | Long | 2026-07-31 | |
| VANGUARD RUSSELL 2000 INDEX FUND | — | 63,014 | $2,288,668 | 0.01% | Long | 2026-05-31 | |
| U.S. SMALL CAP VALUE PORTFOLIO | DFSVX | 67,748 | $2,264,816 | 0.01% | Long | 2026-07-31 | |
| Fidelity Extended Market Index Fund | FSMAX | 61,210 | $2,223,147 | 0.01% | Long | 2026-05-31 | |
| U.S. SMALL CAP PORTFOLIO | DFSTX | 64,357 | $2,151,455 | 0.01% | Long | 2026-07-31 | |
| U.S. Small Cap Equity Fund | — | 62,237 | $2,080,583 | 0.21% | Long | 2026-07-31 | |
| Thomson Horstmann & Bryant Microcap Fund | — | 25,350 | $2,049,548 | 2.21% | Long | 2021-04-30 | |
| Schwab U.S. Small-Cap ETF | SCHA | 54,686 | $1,986,196 | 0.01% | Long | 2026-05-31 | |
| State Street(R) SPDR(R) S&P Kensho Clean Power ETF | CNRG | 53,299 | $1,868,663 | 0.75% | Long | 2026-06-30 | |
| U.S. MICRO CAP PORTFOLIO | DFSCX | 49,803 | $1,664,914 | 0.02% | Long | 2026-07-31 | |
| Dimensional U.S. Small Cap ETF | DFAS | 45,177 | $1,510,267 | 0.01% | Long | 2026-07-31 | |
| Dimensional US Small Cap Value ETF | DFSV | 39,681 | $1,326,536 | 0.02% | Long | 2026-07-31 | |
| iShares Micro-Cap ETF | IWC | 37,619 | $1,318,922 | 0.09% | Long | 2026-06-30 | |
| The Gabelli Small Cap Growth Fund | — | 35,000 | $1,227,100 | 0.06% | Long | 2026-06-30 | |
| 1290 GAMCO Small/Mid Cap Value Fund | — | 36,500 | $1,220,195 | 0.51% | Long | 2026-07-31 | |
| Dimensional U.S. Core Equity 2 ETF | DFAC | 34,884 | $1,166,172 | 0.00% | Long | 2026-07-31 | |
| Global X Hydrogen ETF | HYDR | 28,950 | $1,051,464 | 0.63% | Long | 2026-05-31 | |
| Multi-Manager Small Cap Equity Strategies Fund | CZMSX | 27,938 | $1,014,708 | 0.08% | Long | 2026-05-31 | |
| Omni Small-Cap Value Fund | BOSVX | 28,000 | $981,680 | 0.07% | Long | 2026-06-30 | |
| Schwab Small-Cap Index Fund | SWSSX | 27,374 | $915,113 | 0.01% | Long | 2026-07-31 | |
| Fidelity Total Market Index Fund | FSKAX | 23,626 | $858,096 | 0.00% | Long | 2026-05-31 | |
| Avantis U.S. Small Cap Equity ETF | AVSC | 20,914 | $759,596 | 0.03% | Long | 2026-05-31 | |
| Victory Integrity Discovery Fund | — | 20,175 | $707,336 | 0.77% | Long | 2026-06-30 | |
| Master Small Cap Index Series | — | 19,701 | $690,717 | 0.01% | Long | 2026-06-30 | |
| U.S. CORE EQUITY 2 PORTFOLIO | DFQTX | 20,351 | $680,334 | 0.00% | Long | 2026-07-31 | |
| iShares US Small Cap Value Factor ETF | SVAL | 19,298 | $676,588 | 0.34% | Long | 2026-06-30 | |
| NVIT Small Cap Value Fund | — | 18,921 | $663,370 | 0.30% | Long | 2026-06-30 | |
| Fidelity Series Total Market Index Fund | FCFMX | 17,663 | $641,520 | 0.00% | Long | 2026-05-31 | |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF | GSSC | 16,786 | $609,668 | 0.06% | Long | 2026-05-31 | |
| Inspire Small/Mid Cap ETF | ISMD | 16,557 | $601,350 | 0.19% | Long | 2026-05-31 | |
| NVIT Multi-Manager Small Company Fund | — | 16,294 | $571,268 | 0.13% | Long | 2026-06-30 | |
| Fidelity Small Cap Value Index Fund | FISVX | 15,917 | $558,050 | 0.03% | Long | 2026-06-30 | |
| Avantis U.S. Small Cap Value Fund | — | 14,543 | $528,202 | 0.03% | Long | 2026-05-31 | |
| U.S. Small Cap Equity Fund | RIFBX | 15,065 | $528,179 | 0.22% | Long | 2026-06-30 | |
| U.S. CORE EQUITY 1 PORTFOLIO | DFEOX | 14,752 | $493,159 | 0.00% | Long | 2026-07-31 | |
| Dimensional U.S. Targeted Value ETF | DFAT | 14,711 | $491,789 | 0.00% | Long | 2026-07-31 | |
| Nuveen Small Cap Blend Index Fund | — | 14,685 | $490,920 | 0.01% | Long | 2026-07-31 | |
| Federated Hermes MDT Small Cap Value Fund f/k/a Federated Hermes Clover Small Value Fund | — | 13,140 | $460,688 | 0.26% | Long | 2026-06-30 |
Showing 1–50 of 197 positions