HYSTER-YALE INC (HY)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
147
Reporting holders
$300.3M
Reported value
0.2%
Held as options
+8
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $32.9M | 937,868 | 0.00% | 8q | +3.2%+$1.0M |
| GAMCO INVESTORS, INC. ET AL | $27.6M | 788,021 | 0.25% | 28q | -2.8%-$807.6K |
| DIMENSIONAL FUND ADVISORS LP | $17.4M | 495,257 | 0.00% | 31q | -15.7%-$3.2M |
| VANGUARD CAPITAL MANAGEMENT LLC | $16.4M | 467,943 | 0.00% | 2q | -1.6%-$275.2K |
| DEPRINCE RACE & ZOLLO INC | $14.5M | 413,935 | 0.24% | 2q | +54.8%+$5.1M |
| AMERICAN CENTURY COMPANIES INC | $14.1M | 401,588 | 0.01% | 14q | -2.7%-$395.9K |
| VALUEWORKS LLC | $13.9M | 397,633 | 2.91% | 14q | +0.6%+$78.9K |
| STATE STREET CORP | $11.6M | 330,858 | 0.00% | 31q | +7.1%+$769.7K |
| GEODE CAPITAL MANAGEMENT, LLC | $10.4M | 296,593 | 0.00% | 31q | HELD |
| Russell Investments Group, Ltd. | $7.7M | 220,524 | 0.01% | 31q | +39.1%+$2.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $7.1M | 203,657 | 0.01% | 9q | +24.3%+$1.4M |
| ProShare Advisors LLC | $6.8M | 195,376 | 0.01% | 14q | +1.7%+$116.0K |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $5.7M | 162,280 | 0.02% | 11q | -6.2%-$375.6K |
| GOLDMAN SACHS GROUP INC | $4.5M | 128,665 | 0.00% | 31q | +7.6%+$318.3K |
| MILLENNIUM MANAGEMENT LLC | $4.4M | 125,212 | 0.00% | 16q | -8.2%-$391.7K |
| MORGAN STANLEY | $4.3M | 121,340 | 0.00% | 35q | -13.3%-$651.2K |
| AQR CAPITAL MANAGEMENT LLC | $4.2M | 120,640 | 0.00% | 16q | +11.5%+$436.1K |
| NEW YORK STATE COMMON RETIREMENT FUND | $4.0M | 113,548 | 0.01% | 31q | +36.7%+$1.1M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $3.9M | 111,308 | 0.00% | 31q | +1.6%+$61.2K |
| Sixth Street Partners Management Company, L.P. | $3.9M | 111,308 | 0.00% | new | NEW |
| FEDERATED HERMES, INC. | $3.8M | 107,697 | 0.01% | 14q | -6.8%-$277.4K |
| NORTHERN TRUST CORP | $3.6M | 103,960 | 0.00% | 31q | +0.9%+$31.8K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $3.6M | 103,753 | 0.06% | 7q | +2.7%+$95.6K |
| FMR LLC | $3.5M | 100,807 | 0.00% | 31q | +10.7%+$340.7K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $3.4M | 95,863 | 0.00% | 2q | +2.5%+$80.6K |
| Walleye Capital LLC | $3.3M | 94,963 | 0.01% | 2q | +1084.5%+$3.0M |
| D. E. Shaw & Co., Inc. | $3.0M | 85,697 | 0.00% | 9q | -29.7%-$1.3M |
| VANGUARD FIDUCIARY TRUST CO | $2.7M | 76,371 | 0.00% | 2q | +0.6%+$15.6K |
| BANK OF AMERICA CORP /DE/ | $2.7M | 76,048 | 0.00% | 31q | +138.6%+$1.5M |
| Empowered Funds, LLC | $2.7M | 75,753 | 0.01% | 2q | +3.7%+$95.6K |
| UBS Group AG | $2.5M | 71,268 | 0.00% | 31q | +83.7%+$1.1M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $2.3M | 64,917 | 0.00% | 21q | +71.5%+$948.9K |
| ISTHMUS PARTNERS, LLC | $2.2M | 63,197 | 0.21% | 31q | +4.9%+$104.1K |
| GABELLI FUNDS LLC | $2.0M | 56,200 | 0.01% | 23q | HELD |
| OP Asset Management Ltd | $1.9M | 54,472 | 0.02% | 6q | -3.4%-$66.9K |
| PNC Financial Services Group, Inc. | $1.9M | 54,332 | 0.00% | 15q | +2.1%+$39.9K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $1.5M | 43,041 | 0.00% | 6q | -44.4%-$1.2M |
| JOHNSON INVESTMENT COUNSEL INC | $1.5M | 42,603 | 0.01% | 31q | HELD |
| MCDONALD PARTNERS LLC | $1.3M | 38,406 | 0.33% | 18q | -14.0%-$219.1K |
| Bank of New York Mellon Corp | $1.3M | 37,395 | 0.00% | 31q | +3.3%+$41.4K |
| RENAISSANCE TECHNOLOGIES LLC | $1.3M | 37,200 | 0.00% | 14q | -14.3%-$217.4K |
| TWO SIGMA INVESTMENTS, LP | $1.3M | 36,172 | 0.00% | 9q | +3.5%+$42.7K |
| VICTORY CAPITAL MANAGEMENT INC | $1.2M | 35,500 | 0.00% | new | NEW |
| Fisher Asset Management, LLC | $1.1M | 32,512 | 0.00% | 19q | HELD |
| Nuveen, LLC | $1.1M | 32,159 | 0.00% | 6q | +38.1%+$311.2K |
| AMERIPRISE FINANCIAL INC | $1.1M | 31,640 | 0.00% | 11q | -49.9%-$1.1M |
| KEYBANK NATIONAL ASSOCIATION/OH | $1.1M | 31,466 | 0.00% | 31q | -9.5%-$115.7K |
| Pacific Ridge Capital Partners, LLC | $1.1M | 31,218 | 0.20% | 4q | +12.1%+$118.3K |
| CITADEL ADVISORS LLC | $1.1M | 30,016 | 0.00% | 22q | -16.9%-$213.7K |
| Manatuck Hill Partners, LLC | $1.1M | 30,000 | 0.35% | new | NEW |
| Truvestments Capital LLC | $1.0M | 29,049 | 0.15% | 10q | -7.9%-$87.5K |
| Quantinno Capital Management LP | $928.2K | 26,474 | 0.00% | 3q | +64.1%+$362.6K |
| COOPER/HAIMS ADVISORS, LLC | $897.9K | 25,611 | 0.39% | new | NEW |
| SEI INVESTMENTS CO | $767.7K | 21,896 | 0.00% | 13q | -6.3%-$51.4K |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $764.3K | 21,800 | 0.01% | 3q | -10.8%-$92.6K |
| Invesco Ltd. | $751.8K | 21,444 | 0.00% | 31q | -4.5%-$35.3K |
| Swiss National Bank | $711.7K | 20,300 | 0.00% | 31q | +22.3%+$129.7K |
| Inspire Investing, LLC | $688.6K | 19,641 | 0.03% | 9q | +24.0%+$133.4K |
| JPMORGAN CHASE & CO | $683.1K | 19,956 | 0.00% | 31q | -61.8%-$1.1M |
| Vanguard Global Advisers, LLC | $602.5K | 17,186 | 0.00% | 2q | HELD |
| XTX Topco Ltd | $583.9K | 16,655 | 0.01% | 3q | -28.2%-$229.3K |
| RHUMBLINE ADVISERS | $517.9K | 14,773 | 0.00% | 31q | -4.0%-$21.6K |
| ALLSTATE CORP | $509.9K | 14,545 | 0.01% | 2q | HELD |
| Creative Planning | $500.2K | 14,268 | 0.00% | 3q | +8.7%+$39.9K |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $468.7K | 13,369 | 0.00% | 10q | +0.9%+$4.3K |
| SHUFRO ROSE & CO LLC | $455.8K | 13,000 | 0.03% | 2q | HELD |
| Mirae Asset Global Investments Co., Ltd. | $447.9K | 12,774 | 0.00% | 24q | -52.9%-$503.7K |
| Trexquant Investment LP | $443.9K | 12,661 | 0.00% | new | NEW |
| DEUTSCHE BANK AG\ | $409.6K | 11,682 | 0.00% | 34q | +7.2%+$27.4K |
| WELLS FARGO & COMPANY/MN | $404.2K | 11,530 | 0.00% | 31q | -14.9%-$70.6K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $403.1K | 11,497 | 0.00% | 14q | -2.2%-$9.0K |
| FRANKLIN RESOURCES INC | $402.5K | 11,481 | 0.00% | 13q | -54.6%-$484.2K |
| SIMPLEX TRADING, LLC | $385.7K | options only | 0.00% | 11q | OPTIONS |
| Y-Intercept (Hong Kong) Ltd | $365.9K | 10,436 | 0.01% | new | NEW |
| NEUBERGER BERMAN GROUP LLC | $360.1K | 10,271 | 0.00% | 2q | +2.2%+$7.9K |
| ALLIANCEBERNSTEIN L.P. | $352.0K | 10,828 | 0.00% | 13q | +22.7%+$65.0K |
| STRS OHIO | $343.6K | 9,800 | 0.00% | 15q | +30.7%+$80.6K |
| RAYMOND JAMES FINANCIAL INC | $337.0K | 9,612 | 0.00% | 7q | +18.6%+$52.9K |
| PRELUDE CAPITAL MANAGEMENT, LLC | $336.1K | 9,585 | 0.02% | 4q | +41.8%+$99.0K |
| Amundi | $329.9K | 9,409 | 0.00% | 4q | -24.8%-$109.1K |
| Parvin Asset Management, LLC | $318.9K | 9,095 | 0.25% | 3q | +2.5%+$7.9K |
| Man Group plc | $313.9K | 8,952 | 0.00% | new | NEW |
| ZACKS INVESTMENT MANAGEMENT | $301.0K | 8,585 | 0.00% | 5q | HELD |
| LANARK FINANCIAL, INC. | $294.7K | 8,405 | 0.02% | 12q | HELD |
| Dynamic Technology Lab Private Ltd | $292.0K | 8,316 | 0.07% | new | NEW |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $290.7K | 8,292 | 0.00% | new | NEW |
| CITIGROUP INC | $274.9K | 7,840 | 0.00% | 31q | +232.2%+$192.1K |
| Quadrature Capital Ltd | $270.2K | 7,708 | 0.00% | new | NEW |
| BNP PARIBAS FINANCIAL MARKETS | $268.9K | 7,671 | 0.00% | 31q | -14.4%-$45.3K |
| Kohmann Bosshard Financial Services, LLC | $257.6K | 7,346 | 0.02% | 14q | HELD |
| IEQ CAPITAL, LLC | $256.9K | 7,327 | 0.00% | new | NEW |
| Olympiad Research LP | $245.8K | 7,012 | 0.51% | new | NEW |
| Legal & General Group Plc | $236.4K | 6,742 | 0.00% | 31q | -9.6%-$25.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $231.4K | options only | 0.00% | 14q | OPTIONS |
| MetLife Investment Management, LLC | $227.4K | 6,486 | 0.00% | 32q | HELD |
| Brevan Howard Capital Management LP | $221.8K | 6,325 | 0.00% | new | NEW |
| STEINBERGANNA WEALTH MANAGEMENT | $218.9K | 6,245 | 0.09% | new | NEW |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | $208.3K | 5,942 | 0.05% | 11q | -40.8%-$143.4K |
| Vident Advisory, LLC | $202.8K | 5,783 | 0.00% | new | NEW |
| State of Wyoming | $202.1K | 5,765 | 0.02% | 2q | -7.9%-$17.4K |
Showing the largest 100 of 154 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 147 | $300.3M | 8,550,128 | 24 | 57 | 38 | 0.2% |
| Q1 2026 | 139 | $270.9M | 8,302,792 | 17 | 57 | 39 | 0.4% |
| Q4 2025 | 132 | $232.0M | 7,784,195 | 19 | 50 | 40 | 0.8% |
| Q3 2025 | 147 | $293.5M | 7,974,170 | 14 | 49 | 49 | 0.3% |
| Q2 2025 | 152 | $327.6M | 8,266,901 | 13 | 64 | 40 | 0.0% |
| Q1 2025 | 166 | $342.9M | 8,286,667 | 21 | 63 | 44 | 0.0% |
| Q4 2024 | 165 | $420.0M | 8,255,715 | 21 | 54 | 55 | 0.1% |
| Q3 2024 | 164 | $502.6M | 7,875,006 | 26 | 45 | 52 | 0.3% |
| Q2 2024 | 157 | $548.5M | 7,874,948 | 33 | 53 | 51 | 0.3% |
| Q1 2024 | 141 | $503.6M | 7,897,329 | 22 | 50 | 45 | 0.3% |
| Q4 2023 | 139 | $488.2M | 7,828,666 | 24 | 49 | 32 | 0.3% |
| Q3 2023 | 116 | $330.1M | 7,389,442 | 11 | 46 | 37 | 0.2% |
| Q2 2023 | 123 | $401.2M | 7,151,891 | 21 | 33 | 42 | 0.5% |
| Q1 2023 | 107 | $428.4M | 8,559,861 | 30 | 34 | 27 | 0.3% |
| Q4 2022 | 74 | $144.4M | 5,699,566 | 13 | 23 | 26 | 0.1% |
| Q3 2022 | 91 | $155.9M | 7,234,129 | 13 | 35 | 24 | 0.2% |
| Q2 2022 | 100 | $240.1M | 7,417,880 | 13 | 33 | 36 | 0.5% |
| Q1 2022 | 105 | $261.5M | 7,826,566 | 14 | 35 | 38 | 0.6% |
| Q4 2021 | 105 | $310.5M | 7,490,586 | 12 | 42 | 29 | 0.8% |
| Q3 2021 | 117 | $390.0M | 7,729,560 | 11 | 35 | 44 | 0.4% |
| Q2 2021 | 127 | $567.4M | 7,747,869 | 8 | 38 | 50 | 0.3% |
| Q1 2021 | 132 | $693.4M | 7,842,948 | 24 | 34 | 51 | 1.0% |
| Q4 2020 | 121 | $465.4M | 7,801,271 | 19 | 28 | 42 | 0.1% |
| Q3 2020 | 109 | $270.1M | 7,259,620 | 16 | 27 | 37 | 0.1% |
| Q2 2020 | 108 | $289.3M | 7,479,698 | 8 | 36 | 33 | 0.1% |
| Q1 2020 | 109 | $303.5M | 7,547,979 | 13 | 31 | 38 | 0.3% |
| Q4 2019 | 118 | $460.9M | 7,774,221 | 7 | 38 | 41 | 0.6% |
| Q3 2019 | 127 | $412.6M | 7,467,610 | 18 | 44 | 34 | 0.9% |
| Q2 2019 | 122 | $430.6M | 7,671,953 | 13 | 38 | 39 | 1.6% |
| Q1 2019 | 130 | $491.2M | 7,890,386 | 16 | 37 | 34 | 0.5% |
| Q4 2018 | 132 | $525.4M | 8,462,956 | 2 | 2 | 4 | 0.2% |