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HY · Hyster-Yale, Inc.

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$34.44 +0.05 (+0.15%) At close · Aug 14
Customer concentration — key customers 28% of revenue

Key customers — 28% of revenue (2025)

“This program accounted for 28%, 22% and 19% of new lift truck revenues in 2025, 2024 and 2023, respectively.”
View the 10-K filed Mar 3, 2026
Market Cap
$617.52M
Shares
17.93M

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this stock, matched by the stock's CUSIP. Each row is one fund position with its size, value and weight in that fund.

Funds holding HY

200 fund positions
Fund Balance Value % of Fund Open
Avantis U.S. Small Cap Value ETF 343,264 $12,467,348 0.05%
VANGUARD TOTAL STOCK MARKET INDEX FUND 337,103 $10,959,219 0.00%
1290 VT GAMCO Small Company Value Portfolio 327,000 $10,630,770 0.27%
iShares Russell 2000 ETF 304,351 $9,894,451 0.01%
ProShares Russell 2000 Dividend Growers ETF 186,824 $6,785,448 1.04%
Fidelity Small Cap Index Fund 122,559 $4,837,404 0.01%
Global X Autonomous & Electric Vehicles ETF 115,552 $4,196,849 0.88%
VANGUARD EXTENDED MARKET INDEX FUND 127,224 $4,136,052 0.01%
iShares Russell 2000 Value ETF 105,736 $3,437,477 0.03%
U.S. SMALL CAP VALUE PORTFOLIO 78,667 $3,104,986 0.02%
Fidelity Enhanced Small Cap ETF 88,156 $2,865,952 0.07%
Federated Hermes MDT Small Cap Core Fund 69,088 $2,726,903 0.14%
U.S. SMALL CAP PORTFOLIO 61,057 $2,409,920 0.01%
FOUNDRY PARTNERS SMALL CAP VALUE FUND 44,735 $2,389,744 0.82%
EA Bridgeway Omni Small-Cap Value ETF 73,025 $2,374,043 0.12%
VANGUARD RUSSELL 2000 INDEX FUND 63,014 $2,288,668 0.01%
Fidelity Extended Market Index Fund 61,210 $2,223,147 0.01%
Thomson Horstmann & Bryant Microcap Fund 25,350 $2,049,548 2.21%
Schwab U.S. Small-Cap ETF 54,686 $1,986,196 0.01%
U.S. MICRO CAP PORTFOLIO 49,793 $1,965,330 0.03%
Dimensional U.S. Small Cap ETF 47,192 $1,862,668 0.01%
Tax-Managed U.S. Mid & Small Cap Fund 44,296 $1,748,363 0.08%
U.S. Targeted Value Portfolio 43,059 $1,699,539 0.01%
Dimensional US Small Cap Value ETF 42,179 $1,664,805 0.02%
Dimensional U.S. Targeted Value ETF 40,666 $1,605,087 0.01%
1290 GAMCO Small/Mid Cap Value Fund 36,500 $1,440,655 0.63%
State Street(R) SPDR(R) S&P Kensho Clean Power ETF 42,855 $1,393,216 0.73%
U.S. Small Cap Equity Fund 31,550 $1,245,279 0.13%
Dimensional U.S. Core Equity 2 ETF 31,134 $1,228,859 0.00%
The Gabelli Small Cap Growth Fund 35,000 $1,137,850 0.06%
Schwab Small-Cap Index Fund 27,096 $1,069,479 0.01%
Global X Hydrogen ETF 28,950 $1,051,464 0.63%
Multi-Manager Small Cap Equity Strategies Fund 27,938 $1,014,708 0.08%
iShares Micro-Cap ETF 30,649 $996,399 0.08%
Omni Small-Cap Value Fund 28,000 $910,280 0.08%
Fidelity Total Market Index Fund 23,626 $858,096 0.00%
Avantis U.S. Small Cap Equity ETF 20,914 $759,596 0.03%
U.S. CORE EQUITY 2 PORTFOLIO 19,035 $751,311 0.00%
Fidelity Series Total Market Index Fund 17,663 $641,520 0.00%
Master Small Cap Index Series 19,701 $640,480 0.01%
NVIT Small Cap Value Fund 19,166 $623,087 0.33%
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 16,786 $609,668 0.06%
Inspire Small/Mid Cap ETF 16,557 $601,350 0.19%
U.S. CORE EQUITY 1 PORTFOLIO 14,752 $582,261 0.00%
Nuveen Small Cap Blend Index Fund 14,685 $579,617 0.01%
SMALL CAP EQUITY FUND 17,009 $552,963 0.07%
NVIT Multi-Manager Small Company Fund 16,294 $529,718 0.15%
Avantis U.S. Small Cap Value Fund 14,543 $528,202 0.03%
Fidelity Small Cap Value Index Fund 15,367 $499,581 0.03%
Federated Hermes MDT Small Cap Growth Fund 11,709 $462,154 0.06%
Showing 1–50 of 200 positions
Key facts CIK 1173514 CUSIP 449172105 13F (30d) 151 filings 142 filers Visit website Investor relations

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