HY · Hyster-Yale, Inc. · Shareholders & Ownership
$28.94
+1.06 (+3.80%)
At close · Oct 20
Return incl. dividend (before tax)
Market Cap
$518.91M
Shares
17.93M
Volume · Oct 20
198.53K
Avg daily vol (3M)
121.84K
Every disclosed holder of HY in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns HY
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 8,745,464 | 48.77% |
| Insiders (Forms 3, 4, 5) | 0 | 0.00% |
| 13D/G-only blocks | 0 | 0.00% |
| Remaining | 9,184,923 | 51.23% |
| Registered funds (N-PORT, not summed) | 3,751,913 | 20.92% |
Shares outstanding: 17,930,387, the issuer's latest cover-page count restated onto today's split basis.
Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of HY
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
BlackRock, Inc.
13F
CIK 2012383 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
937,868 | ||
| 1.1 |
iShares Russell 2000 ETF
Fund
S000004344 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
305,031 | ||
| 1.2 |
iShares Russell 2000 Value ETF
Fund
S000004342 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
115,304 | ||
| 1.3 |
iShares Micro-Cap ETF
Fund
S000004439 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
37,619 | ||
| 1.4 |
Master Small Cap Index Series
Fund
S000002716 · Registered fund · Jun 30, 2026
Quantitative Master Series LLC, not summed
|
19,701 | ||
| 1.5 |
iShares US Small Cap Value Factor ETF
Fund
S000069740 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
19,298 | ||
| 2 |
GAMCO INVESTORS, INC. ET AL
13F
CIK 807249 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
788,021 | ||
| 3 |
DIMENSIONAL FUND ADVISORS LP
13F
CIK 354204 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
495,257 | ||
| 3.1 |
U.S. SMALL CAP VALUE PORTFOLIO
Fund
S000000987 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
67,748 | ||
| 3.2 |
U.S. SMALL CAP PORTFOLIO
Fund
S000000971 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
64,357 | ||
| 3.3 |
U.S. MICRO CAP PORTFOLIO
Fund
S000000948 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
49,803 | ||
| 3.4 |
Dimensional U.S. Small Cap ETF
Fund
S000070906 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
45,177 | ||
| 3.5 |
Dimensional US Small Cap Value ETF
Fund
S000075151 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
39,681 | ||
| 4 |
VANGUARD CAPITAL MANAGEMENT LLC
13F
CIK 2100119 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
467,943 | ||
| 5 |
DEPRINCE RACE & ZOLLO INC
13F
CIK 1008894 · Registered investment adviser · Sep 30, 2026
|
405,954 | ||
| 6 |
AMERICAN CENTURY COMPANIES INC
13F
CIK 748054 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
401,588 | ||
| 7 |
VALUEWORKS LLC
13F
CIK 1282189 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
397,633 | ||
| 8 |
Avantis U.S. Small Cap Value ETF
Fund
S000066459 · Registered fund · May 31, 2026
American Century ETF Trust, not summed
|
343,264 | ||
| 9 |
|
335,286 | ||
| 10 |
|
335,286 | ||
| 11 |
|
330,858 | ||
| 11.1 |
State Street(R) SPDR(R) S&P Kensho Clean Power ETF
Fund
S000063360 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
53,299 | ||
| 11.2 |
State Street(R) SPDR(R) S&P Kensho Smart Mobility ETF
Fund
S000059701 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
5,064 | ||
| 11.3 |
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO
Fund
S000050332 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
|
4,275 | ||
| 11.4 |
State Street Total Return V.I.S. Fund
Fund
S000001637 · Registered fund · Jun 30, 2026
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
|
264 | ||
| 11.5 |
State Street Balanced Index Fund
Fund
S000082802 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
|
68 | ||
| 12 |
1290 VT GAMCO Small Company Value Portfolio
Fund
S000009151 · Registered fund · Jun 30, 2026
EQ Advisors Trust, not summed
|
327,500 | ||
| 13 |
VANGUARD TOTAL STOCK MARKET INDEX FUND
Fund
S000002848 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
324,903 | ||
| 14 |
|
314,281 | ||
| 15 |
|
299,962 | ||
| 16 |
GEODE CAPITAL MANAGEMENT, LLC
13F
CIK 1214717 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
296,593 | ||
| 17 |
Russell Investments Group, Ltd.
13F
CIK 1692234 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
220,524 | ||
| 17.1 |
U.S. Small Cap Equity Fund
Fund
S000001586 · Registered fund · Jul 31, 2026
RUSSELL INVESTMENT CO, not summed
|
62,237 | ||
| 17.2 |
U.S. Small Cap Equity Fund
Fund
S000006864 · Registered fund · Jun 30, 2026
RUSSELL INVESTMENT FUNDS, not summed
|
15,065 | ||
| 17.3 |
Russell Investments U.S. Small Cap Equity ETF
Fund
S000089990 · Registered fund · Jun 30, 2026
Russell Investments Exchange Traded Funds, not summed
|
2,629 | ||
| 18 |
ACADIAN ASSET MANAGEMENT LLC
13F
CIK 916542 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
218,980 | ||
| 19 |
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
13F
CIK 1705339 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
203,657 | ||
| 19.1 |
Global X Autonomous & Electric Vehicles ETF
Fund
S000061415 · Registered fund · May 31, 2026
GLOBAL X FUNDS, not summed
|
115,552 | ||
| 19.2 |
Global X Hydrogen ETF
Fund
S000072330 · Registered fund · May 31, 2026
GLOBAL X FUNDS, not summed
|
28,950 | ||
| 19.3 |
Global X Russell 2000 ETF
Fund
S000085029 · Registered fund · Jul 31, 2026
GLOBAL X FUNDS, not summed
|
5,374 | ||
| 20 |
|
195,843 | ||
| 21 |
ProShare Advisors LLC
13F
CIK 1357955 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
195,376 | ||
| 21.1 |
ProShares Russell 2000 Dividend Growers ETF
Fund
S000047885 · Registered fund · May 31, 2026
ProShares Trust, not summed
|
186,824 | ||
| 21.2 |
ProShares S&P Kensho Cleantech ETF
Fund
S000073419 · Registered fund · May 31, 2026
ProShares Trust, not summed
|
4,142 | ||
| 21.3 |
ProShares Russell 2000 High Income ETF
Fund
S000087688 · Registered fund · May 31, 2026
ProShares Trust, not summed
|
577 | ||
| 21.4 |
ProShares UltraPro Russell2000
Fund
S000024921 · Registered fund · May 31, 2026
ProShares Trust, not summed
|
456 | ||
| 21.5 |
ProShares Ultra Russell2000
Fund
S000014248 · Registered fund · May 31, 2026
ProShares Trust, not summed
|
452 | ||
| 22 |
JACOBS LEVY EQUITY MANAGEMENT, INC
13F
CIK 884414 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
162,280 | ||
| 23 |
VANGUARD EXTENDED MARKET INDEX FUND
Fund
S000002841 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
132,782 | ||
| 24 |
GOLDMAN SACHS GROUP INC
13F
CIK 886982 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
128,665 | ||
| 24.1 |
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF
Fund
S000048296 · Registered fund · May 31, 2026
Goldman Sachs ETF Trust, not summed
|
16,786 | ||
| 24.2 |
Goldman Sachs Absolute Return Tracker Fund
Fund
S000020314 · Registered fund · Jun 30, 2026
GOLDMAN SACHS TRUST, not summed
|
856 | ||
| 25 |
|
126,774 | ||
| 26 |
|
126,774 | ||
| 27 |
MILLENNIUM MANAGEMENT LLC
13F
CIK 1273087 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
125,212 | ||
| 28 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
121,340 | ||
| 28.1 |
E*TRADE No Fee Total Market Index Fund
Fund
S000090722 · Registered fund · Jul 31, 2026
E Trade Trust, not summed
|
9 | ||
| 29 |
AQR CAPITAL MANAGEMENT LLC
13F
CIK 1167557 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
120,640 | ||
| 29.1 |
AQR Small Cap Multi-Style Fund
Fund
S000040064 · Registered fund · Jun 30, 2026
AQR Funds, not summed
|
5,312 | ||
| 30 |
NEW YORK STATE COMMON RETIREMENT FUND
13F
CIK 810265 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
113,548 | ||
| 31 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
CIK 884546 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
111,308 | ||
| 31.1 |
Schwab U.S. Small-Cap ETF
Fund
S000026636 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
54,686 | ||
| 31.2 |
Schwab Small-Cap Index Fund
Fund
S000005912 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
27,374 | ||
| 31.3 |
Schwab Fundamental U.S. Small Company ETF
Fund
S000040878 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
10,337 | ||
| 31.4 |
Schwab Total Stock Market Index Fund
Fund
S000005913 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
5,997 | ||
| 31.5 |
Schwab U.S. Broad Market ETF
Fund
S000026631 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
5,890 | ||
| 32 |
FEDERATED HERMES, INC.
13F
CIK 1056288 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
107,697 | ||
| 33 |
NORTHERN TRUST CORP
13F
CIK 73124 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
103,960 | ||
| 33.1 |
Small Cap Index Fund
Fund
S000001245 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
5,914 | ||
| 33.2 |
Small Cap Core Fund
Fund
S000001244 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
2,247 | ||
| 34 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC
13F
CIK 1107261 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
103,753 | ||
| 34.1 |
Omni Small-Cap Value Fund
Fund
S000033567 · Registered fund · Jun 30, 2026
Bridgeway Funds, Inc., not summed
|
28,000 | ||
| 35 |
FMR LLC
13F
CIK 315066 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
100,807 | ||
| 35.1 |
Fidelity Small Cap Index Fund
Fund
S000033638 · Registered fund · Jul 31, 2026
Fidelity Salem Street Trust, not summed
|
125,006 | ||
| 35.2 |
Fidelity Enhanced Small Cap Core ETF
Fund
S000081807 · Registered fund · Jun 30, 2026
Fidelity Covington Trust, not summed
|
97,929 | ||
| 35.3 |
Fidelity Extended Market Index Fund
Fund
S000006021 · Registered fund · May 31, 2026
Fidelity Concord Street Trust, not summed
|
61,210 | ||
| 35.4 |
Fidelity Total Market Index Fund
Fund
S000006026 · Registered fund · May 31, 2026
Fidelity Concord Street Trust, not summed
|
23,626 | ||
| 35.5 |
Fidelity Series Total Market Index Fund
Fund
S000065248 · Registered fund · May 31, 2026
Fidelity Concord Street Trust, not summed
|
17,663 | ||
| 36 |
VANGUARD PORTFOLIO MANAGEMENT LLC
13F
CIK 2100121 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
95,863 | ||
| 37 |
Walleye Capital LLC
13F
CIK 1758720 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
94,963 | ||
| 38 |
D. E. Shaw & Co., Inc.
13F
CIK 1009207 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
85,697 | ||
| 39 |
|
85,454 | ||
| 40 |
VANGUARD FIDUCIARY TRUST CO
13F
CIK 933478 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
76,371 | ||
| 41 |
BANK OF AMERICA CORP /DE/
13F
CIK 70858 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
76,048 | ||
| 42 |
Empowered Funds, LLC
13F
CIK 1592828 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
75,753 | ||
| 42.1 |
EA Bridgeway Omni Small-Cap Value ETF
Fund
S000078089 · Registered fund · Jun 30, 2026
EA Series Trust, not summed
|
75,753 | ||
| 43 |
|
71,268 | ||
| 44 |
Federated Hermes MDT Small Cap Core Fund
Fund
S000012972 · Registered fund · Jul 31, 2026
Federated Hermes MDT Series, not summed
|
69,088 | ||
| 45 |
Mitsubishi UFJ Asset Management Co., Ltd.
13F
CIK 1466546 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
64,917 | ||
| 46 |
Pascarelli Charles F
Insider
CIK 1577016 · Feb 27, 2026
Officer of a Subsidiary, issuer-wide, not summed
|
63,258 | ||
| 47 |
ISTHMUS PARTNERS, LLC
13F
CIK 1639666 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
63,197 | ||
| 48 |
VANGUARD RUSSELL 2000 INDEX FUND
Fund
S000030003 · Registered fund · May 31, 2026
VANGUARD SCOTTSDALE FUNDS, not summed
|
63,014 | ||
| 49 |
GABELLI FUNDS LLC
13F
CIK 1081407 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
56,200 | ||
| 49.1 |
The Gabelli Small Cap Growth Fund
Fund
S000001062 · Registered fund · Jun 30, 2026
Gabelli Equity Series Funds Inc, not summed
|
35,000 | ||
| 49.2 |
The Gabelli Global Rising Income and Dividend Fund
Fund
S000001064 · Registered fund · Jun 30, 2026
GAMCO Global Series Funds, Inc, not summed
|
7,000 | ||
| 49.3 |
The Gabelli Asset Fund
Fund
S000001087 · Registered fund · Jun 30, 2026
Gabelli Asset Fund, not summed
|
3,000 | ||
| 50 |
OP Asset Management Ltd
13F
CIK 2097005 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
54,472 |
34 more nested rows are not shown here; Every filing lists them all.
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
Showing 1–50 of 298 holders
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Key facts
CIK
1173514
CUSIP
449172105
13F (30d)
17 filings
16 filers
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