HY · Hyster-Yale, Inc.

$35.75 +1.63 (+4.78%) At close · Sep 4

Russell 2000 member Rebalance outlook locked

Market Cap

$606.23M

17.93M

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.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 153

Total Value: $305,686,907

Total Shares: 8,718,968

Showing 1–100 of 153 holdings by value · page 1 of 2

Institutional Ownership Trend

26 quarters

Superinvestors Holding HY

All superinvestors →

Mario Gabelli $27,628,016

Holder Concentration

Across 153 13F filers · Δ vs Mar 31, 2026

Top Holder

10.8%

+0.1 pts

Top 5

35.6%

−2.0 pts

Top 10

54.5%

−0.2 pts

HHI

405

Broadly held−11

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +2

Institutional value: +10.5%

Shares held: +2.4%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mid DEPRINCE RACE & ZOLLO INC	+146,456	413,935
Large Walleye Capital LLC	+86,946	94,963
Mega Russell Investments Group, Ltd.	+61,938	220,524
Mega BANK OF AMERICA CORP /DE/	+44,181	76,048
Large ACADIAN ASSET MANAGEMENT LLC	+40,778	218,980

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega DIMENSIONAL FUND ADVISORS LP	−92,426	495,257
Mega D. E. Shaw & Co., Inc.	−36,283	85,697
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	−34,358	43,041
Mega JPMORGAN CHASE & CO	−32,247	19,956
Large GAMCO INVESTORS, INC. ET AL	−23,036	788,021

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mega VICTORY CAPITAL MANAGEMENT INC	35,500	$1,244,630
Small Manatuck Hill Partners, LLC	30,000	$1,051,800
Micro COOPER/HAIMS ADVISORS, LLC	25,611	$897,921
Large Trexquant Investment LP	12,661	$443,894
Mid Y-Intercept (Hong Kong) Ltd	10,436	$365,886

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Small Curbstone Financial Management Corp	107,398	$3,491,508
Large CWM, LLC	42,204	$1,372,052
Mega JANE STREET GROUP, LLC	33,108	$1,076,340
Mid MARTINGALE ASSET MANAGEMENT L P	25,018	$813,335
Mid GSA CAPITAL PARTNERS LLP	19,638	$638,431

Filter: New 21 Increased 67 Reduced 41 Sold out 19 Unchanged 24

Showing 100 of 153

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

BlackRock, Inc.

$32,881,648

10.76%

937,868

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	9,515	$333,595	1.0%	Sole
BlackRock Asset Management Canada Ltd	70	$2,454	0.0%	Sole
BlackRock Investment Management, LLC	34,269	$1,201,471	3.7%	Sole
BLACKROCK ADVISORS LLC	24,076	$844,104	2.6%	Sole
BlackRock Fund Advisors	481,887	$16,894,958	51.4%	Sole
BlackRock Institutional Trust Company, N.A.	318,583	$11,169,519	34.0%	Sole
BlackRock Asset Management Ireland Ltd	45,567	$1,597,579	4.9%	Sole
BlackRock Asset Management Schweiz AG	963	$33,762	0.1%	Sole
Aperio Group, LLC	22,938	$804,206	2.4%	Sole

GAMCO INVESTORS, INC. ET AL

$27,628,016

9.04%

788,021

DIMENSIONAL FUND ADVISORS LP

$17,363,707

5.68%

495,257

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Dimensional Fund Advisors Ltd.	1,924	$67,455	0.4%	Defined
DFA Australia Ltd.	4,998	$175,229	1.0%	Defined
Dimensional Fund Advisors Pte. Ltd.	189	$6,626	0.0%	Defined
Dimensional Ireland Ltd	24,883	$872,397	5.0%	Defined
Held directly	463,263	$16,242,000	93.5%	Sole

VANGUARD CAPITAL MANAGEMENT LLC

$16,406,081

5.37%

467,943

DEPRINCE RACE & ZOLLO INC

$14,512,561

4.75%

413,935

AMERICAN CENTURY COMPANIES INC

$14,079,675

4.61%

401,588

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
AMERICAN CENTURY INVESTMENT MANAGEMENT INC	401,588	$14,079,675	100.0%	Defined

VALUEWORKS LLC

$13,941,012

4.56%

397,633

STATE STREET CORP

$11,599,881

3.79%

330,858

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS EUROPE LIMITED joint	330,858	$11,599,881	100.0%	Defined

GEODE CAPITAL MANAGEMENT, LLC

$10,398,549

3.40%

296,593

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	42,831	$1,501,654	14.4%	Defined
Held directly	253,762	$8,896,895	85.6%	Defined

Russell Investments Group, Ltd.

$7,731,567

2.53%

220,524

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC joint	116,245	$4,075,549	52.7%	Other
Russell Investments Capital, LLC joint	44,492	$1,559,888	20.2%	Other
Russell Investments France SAS	16,726	$586,413	7.6%	Defined
Russell Investments Limited joint	2,494	$87,439	1.1%	Other
Russell Investments Trust Company joint	40,567	$1,422,278	18.4%	Defined

ACADIAN ASSET MANAGEMENT LLC

$7,677,438

2.51%

218,980

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Acadian Inc	218,980	$7,677,438	100.0%	Defined

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

$7,140,213

2.34%

203,657

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Global X Management CO LLC joint	191,396	$6,710,343	94.0%	Defined
Global X Management (AUS) Ltd joint	12,261	$429,870	6.0%	Defined

ProShare Advisors LLC

$6,849,882

2.24%

195,376

JACOBS LEVY EQUITY MANAGEMENT, INC

$5,689,536

1.86%

162,280

GOLDMAN SACHS GROUP INC

$4,510,994

1.48%

128,665

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	103,352	$3,623,521	80.3%	Defined
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	25,313	$887,473	19.7%	Defined

MILLENNIUM MANAGEMENT LLC

$4,389,932

1.44%

125,212

MORGAN STANLEY

$4,254,177

1.39%

121,340

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	296	$10,377	0.2%	Defined
MORGAN STANLEY & CO. LLC	24,322	$852,729	20.0%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	26,880	$942,412	22.2%	Defined
MORGAN STANLEY SMITH BARNEY LLC	38,134	$1,336,977	31.4%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	31,708	$1,111,682	26.1%	Defined

AQR CAPITAL MANAGEMENT LLC

$4,229,635

1.38%

120,640

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Petros Family Wealth, LLC	34	$1,192	0.0%	Other
RF&L WEALTH MANAGEMENT, LLC	6	$210	0.0%	Other
Prism Planning Partners LLC	39	$1,367	0.0%	Other
Compound Planning, Inc.	4	$140	0.0%	Other
Arax Advisory Partners	861	$30,186	0.7%	Other
HALBERT HARGROVE GLOBAL ADVISORS, LLC	533	$18,686	0.4%	Other
Stokes Family Office, LLC	144	$5,048	0.1%	Other
Held directly	119,019	$4,172,806	98.7%	Defined

NEW YORK STATE COMMON RETIREMENT FUND

$3,980,992

1.30%

113,548

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$3,902,458

1.28%

111,308

FEDERATED HERMES, INC.

$3,775,856

1.24%

107,697

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
FEDERATED EQUITY MANAGEMENT CO OF PENNSYLVANIA	13,318	$466,929	12.4%	Defined
FEDERATED MDTA LLC	94,379	$3,308,927	87.6%	Defined

NORTHERN TRUST CORP

$3,644,836

1.19%

103,960

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	98,366	$3,448,711	94.6%	Defined
NORTHERN TRUST GLOBAL INVESTMENTS LTD	3,856	$135,191	3.7%	Defined
DWS INVESTMENT MANAGEMENT AMERICAS, INC joint	1,738	$60,934	1.7%	Other

BRIDGEWAY CAPITAL MANAGEMENT, LLC

$3,637,580

1.19%

103,753

FMR LLC

$3,534,292

1.16%

100,807

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	100,758	$3,532,575	100.0%	Defined
STRATEGIC ADVISERS LLC	49	$1,717	0.0%	Defined

VANGUARD PORTFOLIO MANAGEMENT LLC

$3,360,956

1.10%

95,863

Walleye Capital LLC

$3,329,402

1.09%

94,963

D. E. Shaw & Co., Inc.

$3,004,536

0.98%

85,697

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
D. E. SHAW & CO, L.P.	77,160	$2,705,229	90.0%	Defined
D. E. Shaw Investment Management, L.L.C. joint	8,537	$299,307	10.0%	Defined

VANGUARD FIDUCIARY TRUST CO

$2,677,567

0.88%

76,371

BANK OF AMERICA CORP /DE/

$2,666,242

0.87%

76,048

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	64,621	$2,265,612	85.0%	Defined
BOFA SECURITIES, INC.	11,427	$400,630	15.0%	Defined

Empowered Funds, LLC

$2,655,900

0.87%

75,753

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Bridgeway Capital Management, LLC	75,753	$2,655,900	100.0%	Other

UBS Group AG

$2,498,655

0.82%

71,268

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	1,325	$46,454	1.9%	Defined
UBS AG	69,943	$2,452,201	98.1%	Defined

Mitsubishi UFJ Asset Management Co., Ltd.

$2,275,990

0.74%

64,917

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MITSUBISHI UFJ FINANCIAL GROUP INC	64,917	$2,275,990	100.0%	Defined

ISTHMUS PARTNERS, LLC

$2,215,686

0.72%

63,197

GABELLI FUNDS LLC

$1,970,372

0.64%

56,200

OP Asset Management Ltd

$1,909,788

0.62%

54,472

PNC FINANCIAL SERVICES GROUP, INC.

$1,904,878

0.62%

54,332

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	54,107	$1,896,990	99.6%	Defined
PNC Ohio Trust Company	225	$7,888	0.4%	Defined

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

$1,509,017

0.49%

43,041

JOHNSON INVESTMENT COUNSEL INC

$1,493,661

0.49%

42,603

MCDONALD PARTNERS LLC

$1,346,514

0.44%

38,406

Bank of New York Mellon Corp

$1,311,067

0.43%

37,395

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Investments Corporation	15,020	$526,601	40.2%	Defined
The Bank of New York Mellon	22,047	$772,967	59.0%	Defined
BNY Mellon, NA joint	326	$11,429	0.9%	Defined
Held directly	2	$70	0.0%	Defined

RENAISSANCE TECHNOLOGIES LLC

$1,304,232

0.43%

37,200

TWO SIGMA INVESTMENTS, LP

$1,268,190

0.41%

36,172

VICTORY CAPITAL MANAGEMENT INC

$1,244,630

0.41%

35,500

Fisher Asset Management, LLC

$1,139,870

0.37%

32,512

Nuveen, LLC

$1,127,493

0.37%

32,159

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Nuveen Asset Management, LLC joint	9,633	$337,732	30.0%	Defined
TEACHERS ADVISORS, LLC joint	22,526	$789,761	70.0%	Defined

AMERIPRISE FINANCIAL INC

$1,109,298

0.36%

31,640

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Columbia Management Investment Advisers, LLC	30,738	$1,077,674	97.1%	Defined
Ameriprise Financial Services, LLC	902	$31,624	2.9%	Defined

KEYBANK NATIONAL ASSOCIATION/OH

$1,103,197

0.36%

31,466

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manager 2	31,466	$1,103,197	100.0%	Defined

Pacific Ridge Capital Partners, LLC

$1,094,503

0.36%

31,218

CITADEL ADVISORS LLC

$1,052,360

0.34%

30,016

Manatuck Hill Partners, LLC

$1,051,800

0.34%

30,000

Truvestments Capital LLC

$1,018,457

0.33%

29,049

Quantinno Capital Management LP

$928,178

0.30%

26,474

COOPER/HAIMS ADVISORS, LLC

$897,921

0.29%

25,611

VIRGINIA RETIREMENT SYSTEMS ET Al

$774,826

0.25%

22,100

SEI INVESTMENTS CO

$767,673

0.25%

21,896

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SEI INVESTMENTS MANAGEMENT CORP	23	$806	0.1%	Sole
SEI TRUST CO	21,873	$766,867	99.9%	Sole

SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC

$764,308

0.25%

21,800

Invesco Ltd.

$751,824

0.25%

21,444

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Advisers, Inc. joint	1,528	$53,570	7.1%	Defined
Invesco Trust Co joint	4,658	$163,309	21.7%	Defined
Invesco Capital Management LLC	15,258	$534,945	71.2%	Defined

Swiss National Bank

$711,718

0.23%

20,300

JPMORGAN CHASE & CO

$699,655

0.23%

19,956

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JPMorgan Chase Bank, N.A.	4,691	$164,466	23.5%	Defined
J.P. Morgan Investment Management Inc.	24	$841	0.1%	Defined
J.P. Morgan Securities LLC	13,211	$463,177	66.2%	Defined
J.P. Morgan SE	2,030	$71,171	10.2%	Defined

Inspire Investing, LLC

$688,613

0.23%

19,641

Vanguard Global Advisers, LLC

$602,541

0.20%

17,186

XTX Topco Ltd

$583,924

0.19%

16,655

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	16,655	$583,924	100.0%	Defined

PRICE T ROWE ASSOCIATES INC /MD/

$535,576

0.18%

15,276

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
T. Rowe Price International Ltd	15,276	$535,576	100.0%	Defined

RHUMBLINE ADVISERS

$517,941

0.17%

14,773

ALLSTATE CORP

$509,947

0.17%

14,545

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ALLSTATE INVESTMENTS LLC	14,545	$509,947	100.0%	Sole

Creative Planning

$500,235

0.16%

14,268

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CREATIVE PLANNING TRUST Co LLC	335	$11,745	2.3%	Defined
Held directly	13,933	$488,490	97.7%	Sole

PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO

$468,717

0.15%

13,369

SHUFRO ROSE & CO LLC

$455,780

0.15%

13,000

Mirae Asset Global Investments Co., Ltd.

$447,856

0.15%

12,774

Trexquant Investment LP

$443,894

0.15%

12,661

DEUTSCHE BANK AG\

$409,570

0.13%

11,682

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DWS INVESTMENT MANAGEMENT AMERICAS, INC	1,400	$49,084	12.0%	Defined
DWS Investments UK Ltd	10,282	$360,486	88.0%	Defined

WELLS FARGO & COMPANY/MN

$404,241

0.13%

11,530

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	9,430	$330,615	81.8%	Defined
WELLS FARGO CLEARING SERVICES, LLC	2,100	$73,626	18.2%	Defined

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

$403,083

0.13%

11,497

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Group AG	148	$5,188	1.3%	Defined
UBS Asset Management Switzerland AG	11,349	$397,895	98.7%	Sole

FRANKLIN RESOURCES INC

$402,523

0.13%

11,481

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
FRANKLIN ADVISERS INC	11,106	$389,376	96.7%	Defined
PUTNAM ADVISORY CO LLC	375	$13,147	3.3%	Defined

ALLIANCEBERNSTEIN L.P.

$379,629

0.12%

10,828

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Equitable Holdings, Inc.	10,828	$379,629	100.0%	Defined

Y-Intercept (Hong Kong) Ltd

$365,886

0.12%

10,436

NEUBERGER BERMAN GROUP LLC

$360,101

0.12%

10,271

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM

$357,121

0.12%

10,186

STRS OHIO

$343,588

0.11%

9,800

RAYMOND JAMES FINANCIAL INC

$336,996

0.11%

9,612

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	9,078	$318,274	94.4%	Defined
Raymond James Financial Services Advisors, Inc.	534	$18,722	5.6%	Defined

PRELUDE CAPITAL MANAGEMENT, LLC

$336,050

0.11%

9,585

Amundi

$329,879

0.11%

9,409

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Amundi Asset Management	9,409	$329,879	100.0%	Defined

Parvin Asset Management, LLC

$318,870

0.10%

9,095

Man Group plc

$313,857

0.10%

8,952

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Numeric Investors LLC	8,952	$313,857	100.0%	Defined

ZACKS INVESTMENT MANAGEMENT

$300,990

0.10%

8,585

NBC SECURITIES, INC.

$294,679

0.10%

8,405

Dynamic Technology Lab Private Ltd

$291,558

0.10%

8,316

STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM

$290,717

0.10%

8,292

CITIGROUP INC

$274,868

0.09%

7,840

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citibank, N.A. joint	815	$28,573	10.4%	Defined
Citigroup Financial Products Inc. joint	7,025	$246,295	89.6%	Defined

Quadrature Capital Ltd

$270,242

0.09%

7,708

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Quadrature US Inc.	7,708	$270,242	100.0%	Other

BNP PARIBAS ARBITRAGE, SA

$268,945

0.09%

7,671

Kohmann Bosshard Financial Services, LLC

$257,550

0.08%

7,346

IEQ CAPITAL, LLC

$256,884

0.08%

7,327

Olympiad Research LP

$245,840

0.08%

7,012

Legal & General Group Plc

$236,372

0.08%

6,742

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Legal & General Investment Management America Inc	1,065	$37,338	15.8%	Defined
Legal & General Investment Management Ltd joint	5,677	$199,034	84.2%	Defined

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$231,396

0.08%

6,600

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	6,600	$231,396	100.0%	Other

MetLife Investment Management, LLC

$227,399

0.07%

6,486

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
METLIFE INC	6,486	$227,399	100.0%	Defined

Brevan Howard Capital Management LP

$221,754

0.07%

6,325

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Brevan Howard US Investment Management, LP	6,325	$221,754	100.0%	Defined

STEINBERGANNA WEALTH MANAGEMENT

$218,949

0.07%

6,245

DUMONT & BLAKE INVESTMENT ADVISORS LLC

$208,326

0.07%

5,942

Key facts CIK 1173514 CUSIP 449172105 13F (30d) 122 filings 119 filers Visit website Investor relations