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HY · Hyster-Yale, Inc.

Track HY — free
$31.78 -1.22 (-3.70%) At close · Jul 20
Market Cap
$569.37M
Shares
17.92M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 150
Total Value: $270,176,782
Total Shares: 8,303,986
Showing 1–100 of 151 holdings by value · page 1 of 2

Institutional Ownership Trend

26 quarters

Superinvestors Holding HY

All superinvestors →
Mario Gabelli $26,367,463

Holder Concentration

Across 149 13F filers
Top Holder
10.8%
Jun 2023 → Mar 2026 · range 10.8% – 13.6%
of institutional value
Top 5
38.1%
Jun 2023 → Mar 2026 · range 38.1% – 48.8%
of institutional value
Top 10
55.5%
Jun 2023 → Mar 2026 · range 55.5% – 64.4%
of institutional value
HHI
426
Jun 2023 → Mar 2026 · range 426 – 599
Broadly held
Showing 100 of 151
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega BlackRock, Inc. $29,535,721 10.93% 908,512
Mid GAMCO INVESTORS, INC. ET AL $26,367,463 9.76% 811,057
Mega DIMENSIONAL FUND ADVISORS LP $19,105,572 7.07% 587,683
Mega VANGUARD CAPITAL MANAGEMENT LLC $15,467,965 5.73% 475,791
Mega AMERICAN CENTURY COMPANIES INC $13,422,761 4.97% 412,881
Small VALUEWORKS LLC $12,853,901 4.76% 395,383
Mega STATE STREET CORP $10,042,469 3.72% 308,904
Mega GEODE CAPITAL MANAGEMENT, LLC $9,662,718 3.58% 297,223
Mid DEPRINCE RACE & ZOLLO INC $8,695,742 3.22% 267,479
Large ProShare Advisors LLC $6,244,130 2.31% 192,068
Large ACADIAN ASSET MANAGEMENT LLC $5,793,347 2.14% 178,202
Large JACOBS LEVY EQUITY MANAGEMENT, INC $5,624,002 2.08% 172,993
Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Mutual Fund $5,328,616 1.97% 163,907
Large Russell Investments Group, Ltd. $5,155,625 1.91% 158,586
Mega MORGAN STANLEY $4,548,567 1.68% 139,913
Mega MILLENNIUM MANAGEMENT LLC $4,433,876 1.64% 136,385
Mega D. E. Shaw & Co., Inc. $3,965,569 1.47% 121,980
Mega GOLDMAN SACHS GROUP INC $3,887,740 1.44% 119,586
Large FEDERATED HERMES, INC. $3,758,447 1.39% 115,609
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $3,561,893 1.32% 109,563
Mega AQR CAPITAL MANAGEMENT LLC $3,517,578 1.30% 108,200
Mega NORTHERN TRUST CORP Bank $3,350,251 1.24% 103,053
Mid BRIDGEWAY CAPITAL MANAGEMENT, LLC $3,284,322 1.22% 101,025
Mega FMR LLC $2,961,302 1.10% 91,089
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $2,699,988 1.00% 83,051
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $2,516,241 0.93% 77,399
Mega VANGUARD FIDUCIARY TRUST CO Bank $2,468,354 0.91% 75,926
Large Empowered Funds, LLC $2,374,042 0.88% 73,025
Small ISTHMUS PARTNERS, LLC $2,215,686 0.82% 63,197
Mid OP Asset Management Ltd $1,832,881 0.68% 56,379
Large GABELLI FUNDS LLC $1,827,062 0.68% 56,200
Mega PNC FINANCIAL SERVICES GROUP, INC. $1,729,335 0.64% 53,194
Mega JPMORGAN CHASE & CO $1,697,118 0.63% 52,203
Small MCDONALD PARTNERS LLC $1,451,766 0.54% 44,656
Large RENAISSANCE TECHNOLOGIES LLC $1,410,934 0.52% 43,400
Mid JOHNSON INVESTMENT COUNSEL INC $1,385,023 0.51% 42,603
Large CWM, LLC $1,372,052 0.51% 42,204
Mega UBS Group AG $1,261,354 0.47% 38,799
Mega Mitsubishi UFJ Asset Management Co., Ltd. $1,230,601 0.46% 37,853
Mega Bank of New York Mellon Corp Bank $1,177,316 0.44% 36,214
Mega CITADEL ADVISORS LLC $1,174,001 0.43% 36,112
Mega TWO SIGMA INVESTMENTS, LP $1,136,322 0.42% 34,953
Large KEYBANK NATIONAL ASSOCIATION/OH Bank $1,130,242 0.42% 34,766
Mega JANE STREET GROUP, LLC $1,076,340 0.40% 33,108
Mega Fisher Asset Management, LLC $1,061,516 0.39% 32,652
Mega BANK OF AMERICA CORP /DE/ Bank $1,035,995 0.38% 31,867
Mega AMERIPRISE FINANCIAL INC $1,026,925 0.38% 31,588
Small Truvestments Capital LLC $1,025,560 0.38% 31,546
Small Pacific Ridge Capital Partners, LLC $905,175 0.34% 27,843
Mega FRANKLIN RESOURCES INC $822,242 0.30% 25,292
Mid MARTINGALE ASSET MANAGEMENT L P $813,335 0.30% 25,018
Mid SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC $794,544 0.29% 24,440
Large SEI INVESTMENTS CO $759,530 0.28% 23,363
Mega Nuveen, LLC $756,962 0.28% 23,284
Mid XTX Topco Ltd $754,036 0.28% 23,194
Mega Invesco Ltd. $729,846 0.27% 22,450
Mid GSA CAPITAL PARTNERS LLP $638,431 0.24% 19,638
Mega Vanguard Global Advisers, LLC $558,716 0.21% 17,186
Mega Swiss National Bank Bank $539,666 0.20% 16,600
Large Quantinno Capital Management LP $524,418 0.19% 16,131
Small Inspire Investing, LLC $514,860 0.19% 15,837
Mega RHUMBLINE ADVISERS $500,328 0.19% 15,390
Mid ALLSTATE CORP $471,622 0.17% 14,507
Mega PRICE T ROWE ASSOCIATES INC /MD/ $461,186 0.17% 14,186
Large Mirae Asset Global Investments Co., Ltd. $441,160 0.16% 13,570
Large PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO Pension $430,627 0.16% 13,246
Large Creative Planning $426,888 0.16% 13,131
Small SHUFRO ROSE & CO LLC $422,630 0.16% 13,000
Mid Engineers Gate Manager LP $410,341 0.15% 12,622
Mega Amundi $407,025 0.15% 12,520
Mid Brooklyn Investment Group $400,165 0.15% 12,309
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $382,154 0.14% 11,755
Mid Y-Intercept (Hong Kong) Ltd $365,886 0.14% 10,436
Mega DEUTSCHE BANK AG\ Bank $354,391 0.13% 10,901
Mega NEUBERGER BERMAN GROUP LLC $326,595 0.12% 10,046
Small DUMONT & BLAKE INVESTMENT ADVISORS LLC $326,172 0.12% 10,033
Large Allspring Global Investments Holdings, LLC $320,093 0.12% 9,846
Large OSAIC HOLDINGS, INC. $319,474 0.12% 9,827
Mega BNP PARIBAS ARBITRAGE, SA $291,387 0.11% 8,963
Small Parvin Asset Management, LLC $288,363 0.11% 8,870
Mega ALLIANCEBERNSTEIN L.P. $286,998 0.11% 8,828
Small Koss-Olinger Consulting, LLC $284,429 0.11% 8,749
Mega CITADEL ADVISORS LLC $282,837 0.10% 8,700
Large ZACKS INVESTMENT MANAGEMENT $279,293 0.10% 8,591
Small NBC SECURITIES, INC. Broker-Dealer $273,246 0.10% 8,405
Mega RAYMOND JAMES FINANCIAL INC $263,428 0.10% 8,103
Large Walleye Capital LLC $260,632 0.10% 8,017
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $257,771 0.10% 7,929
Micro Kohmann Bosshard Financial Services, LLC $257,550 0.10% 7,346
Small EntryPoint Capital, LLC $250,619 0.09% 7,709
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $250,327 0.09% 7,700
Large STRS OHIO $243,825 0.09% 7,500
Mega Legal & General Group Plc $242,329 0.09% 7,454
Mega WELLS FARGO & COMPANY/MN $220,156 0.08% 6,772
Mid PRELUDE CAPITAL MANAGEMENT, LLC $219,767 0.08% 6,760
Mid CAXTON ASSOCIATES LLP $218,987 0.08% 6,736
Large MetLife Investment Management, LLC $210,859 0.08% 6,486
Small State of Wyoming $203,545 0.08% 6,261
Mega VANGUARD ASSET MANAGEMENT, Ltd $153,707 0.06% 4,728
Large SG Americas Securities, LLC Broker-Dealer $127,601 0.05% 3,925
Key facts CIK 1173514 CUSIP 449172105 13F (30d) 13 filings 12 filers Visit website Investor relations

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