DIMENSIONAL FUND ADVISORS LP

Position in HY — Hyster-Yale, Inc.

CIK 354204 AUSTIN, TX

Position in HY

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$19,105,572

+$2,496,466 QoQ

Shares Held

587,683

+5.1% QoQ

Ownership

3.28%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 92% Shared 5% None 3%

Industrials · as of Mar 31, 2026

DIMENSIONAL FUND ADVISORS LP holds $5,580,131,801 across 20 Farm & Heavy Construction Machinery names. HY ranks #16 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc	2,746,073	$1,945,482,876
2	DE	Deere & Co	1,945,820	$1,096,080,404
3	PCAR	Paccar Inc	5,146,495	$594,420,171
4	OSK	Oshkosh Corp	3,051,511	$449,212,931
5	AGCO	Agco Corp /De	3,537,474	$409,887,111
6	CNH	CNH Industrial N.V.	29,204,840	$321,253,240
7	TEX	Terex Corp	4,442,435	$262,547,906
8	FSS	Federal Signal Corp /De/	1,208,087	$130,642,526

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$19,105,572	587,683	+5.1%	Shares	Sole	2026-05-07
2025-12-31	$16,609,106	559,041	-3.0%	Shares	Sole	2026-02-12
2025-09-30	$21,250,119	576,509	+0.7%	Shares	Sole	2025-11-12
2025-06-30	$22,776,992	572,574	+6.7%	Shares	Sole	2025-08-12
2025-03-31	$22,291,483	536,627	+4.0%	Shares	Sole	2025-05-13
2024-12-31	$26,270,150	515,809	+1.1%	Shares	Sole	2025-02-13
2024-09-30	$32,550,947	510,443	+1.2%	Shares	Sole	2024-11-07
2024-06-30	$35,176,830	504,472	-1.1%	Shares	Sole	2024-08-09
2024-03-31	$32,748,515	510,340	+1.6%	Shares	Sole	2024-05-10
2023-12-31	$31,235,610	502,261	-2.9%	Shares	Sole	2024-02-07
2023-09-30	$23,056,284	517,189	-2.0%	Shares	Sole	2023-11-09
2023-06-30	$29,463,023	527,633	-9.1%	Shares	Sole	2023-08-09
2023-03-31	$28,945,727	580,191	-9.1%	Shares	Sole	2023-05-12
2022-12-31	$16,155,547	638,307	-6.4%	Shares	Sole	2023-02-09
2022-09-30	$14,672,269	682,114	-4.2%	Shares	Sole	2022-11-10
2022-06-30	$22,943,247	712,081	-1.5%	Shares	Sole	2022-08-12
2022-03-31	$24,008,737	722,937	+0.1%	Shares	Defined	2022-05-13
2021-12-31	$29,690,804	722,404	-3.2%	Shares	Defined	2022-02-09
2021-09-30	$37,510,193	746,323	-2.4%	Shares	Defined	2021-11-12
2021-06-30	$55,791,969	764,483	-1.4%	Shares	Defined	2021-08-12
2021-03-31	$67,544,484	775,304	-2.3%	Shares	Defined	2021-05-14
2020-12-31	$47,252,210	793,488	-1.1%	Shares	Defined	2021-03-08
2020-09-30	$29,806,931	802,340	-0.1%	Shares	Defined	2020-11-12
2020-06-30	$31,057,163	803,341	+1.1%	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.