Position in HY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$17,363,707
-$1,741,865 QoQ
Shares Held
495,257
-15.7% QoQ
Ownership
2.76%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#3
of 152 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 91%
Shared 6%
None 3%
Common Shares in HY Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $6,999,961,067 across 20 Farm & Heavy Construction Machinery names. HY ranks #18 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
2,742,185 | $2,920,152,805 | |
| 2 | DE |
Deere & Co
|
1,967,598 | $1,248,106,437 | |
| 3 | PCAR |
Paccar Inc
|
5,149,395 | $618,545,325 | |
| 4 | OSK |
Oshkosh Corp
|
3,206,164 | $492,082,049 | |
| 5 | AGCO |
Agco Corp /De
|
3,604,608 | $431,471,575 | |
| 6 | CNH |
CNH Industrial N.V.
|
33,985,418 | $381,656,241 | |
| 7 | TEX |
Terex Corp
|
4,412,985 | $319,455,982 | |
| 8 | FSS |
Federal Signal Corp /De/
|
1,226,624 | $157,608,915 |
All Filings in HY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,363,707 | 495,257 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $19,105,572 | 587,683 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $16,609,106 | 559,041 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $21,250,119 | 576,509 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $22,776,992 | 572,574 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $22,291,483 | 536,627 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $26,270,150 | 515,809 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $32,550,947 | 510,443 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $35,176,830 | 504,472 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $32,748,515 | 510,340 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $31,235,610 | 502,261 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $23,056,284 | 517,189 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $29,463,023 | 527,633 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $28,945,727 | 580,191 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $16,155,547 | 638,307 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $14,672,269 | 682,114 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $22,943,247 | 712,081 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $24,008,737 | 722,937 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $29,690,804 | 722,404 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $37,510,193 | 746,323 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $55,791,969 | 764,483 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $67,544,484 | 775,304 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $47,252,210 | 793,488 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $29,806,931 | 802,340 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $31,057,163 | 803,341 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $31,852,186 | 794,517 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||