Hyster-Yale, Inc. 13F holders
151 funds reported a position in Hyster-Yale, Inc. in their 13F for the quarter ended 30 June 2026, together 8.7 million shares worth $305.4 million. Against the quarter before, 18 opened a position, 67 added, 38 trimmed and 16 sold out; together they bought a net 276,039 shares. The largest holders: BlackRock, Inc., Gamco Investors, Inc. Et Al and Dimensional Fund Advisors LP.
Funds holding151+2 on Q1 2026
Shares they held8.7Mworth $305.4 million
Net bought on the quarter276,039 sharesabout $9.7 million at the funds' values
Funds buying to selling85 to 54opened or added, to cut or sold
Opened 18Added 67Held 27Trimmed 38Sold out 16
What each fund did in HY against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in HY in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
3,241 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 30 reported a position in Hyster-Yale, Inc.: 4 opened one, 10 added, 11 trimmed and 3 sold out, a net 162,113 shares sold.
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 6 reported a position in Hyster-Yale, Inc. in a 13F for the quarter ended 30 June 2026. The largest: Geode Capital Management, 296,593 shares worth $10.4 million, 0.0% of its reported book. In the quarter, 2 funds added or opened a position and 4 trimmed or sold out; together they sold a net 13,162 shares, about $461,460 at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Geode Capital Management | 296,593 | $10.4 million | 0.0% | -630 | trimmed | 30 June 2026 | 13F |
| Millennium Management | 125,212 | $4.4 million | 0.0% | -11,173 | trimmed | 30 June 2026 | 13F |
| FMR LLC | 100,807 | $3.5 million | 0.0% | +9,718 | added | 30 June 2026 | 13F |
| Renaissance Technologies | 37,200 | $1.3 million | 0.0% | -6,200 | trimmed | 30 June 2026 | 13F |
| Two Sigma Investments | 36,172 | $1.3 million | 0.0% | +1,219 | added | 30 June 2026 | 13F |
| Citadel Advisors | 30,016 | $1.1 million | 0.0% | -6,096 | trimmed | 30 June 2026 | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | 937,868 | 10.77% | $32.9 million | 0.00% | +29,356 | 13F |
| Gamco Investors, Inc. Et Al | 788,021 | 9.05% | $27.6 million | 0.25% | -23,036 | 13F |
| Dimensional Fund Advisors LP | 495,257 | 5.68% | $17.4 million | 0.00% | -92,426 | 13F |
| Vanguard Capital Management LLC | 467,943 | 5.37% | $16.4 million | 0.00% | -7,848 | 13F |
| Deprince Race & Zollo Inc. | 413,935 | 4.75% | $14.5 million | 0.24% | +146,456 | 13F |
| American Century Companies Inc. | 401,588 | 4.61% | $14.1 million | 0.01% | -11,293 | 13F |
| Valueworks LLC | 397,633 | 4.56% | $13.9 million | 2.91% | +2,250 | 13F |
| State Street Corp. | 330,858 | 3.80% | $11.6 million | 0.00% | +21,954 | 13F |
| Geode Capital Management, LLC | 296,593 | 3.40% | $10.4 million | 0.00% | -630 | 13F |
| Russell Investments Group, Ltd. | 220,524 | 2.53% | $7.7 million | 0.01% | +61,938 | 13F |
| Acadian Asset Management LLC | 218,980 | 2.51% | $7.7 million | 0.01% | +40,778 | 13F |
| Mirae Asset Global ETFS Holdings Ltd. | 203,657 | 2.34% | $7.1 million | 0.01% | +39,750 | 13F |
| ProShare Advisors LLC | 195,376 | 2.24% | $6.8 million | 0.01% | +3,308 | 13F |
| Jacobs Levy Equity Management, Inc. | 162,280 | 1.86% | $5.7 million | 0.02% | -10,713 | 13F |
| Goldman Sachs Group Inc. | 128,665 | 1.48% | $4.5 million | 0.00% | +9,079 | 13F |
| Millennium Management LLC | 125,212 | 1.44% | $4.4 million | 0.00% | -11,173 | 13F |
| Morgan Stanley | 121,340 | 1.39% | $4.3 million | 0.00% | -18,573 | 13F |
| AQR Capital Management LLC | 120,640 | 1.38% | $4.2 million | 0.00% | +12,440 | 13F |
| New York State Common Retirement Fund | 113,548 | 1.30% | $4.0 million | 0.01% | +30,497 | 13F |
| Charles Schwab Investment Management Inc. | 111,308 | 1.28% | $3.9 million | 0.00% | +1,745 | 13F |
| Federated Hermes, Inc. | 107,697 | 1.24% | $3.8 million | 0.01% | -7,912 | 13F |
| Northern Trust Corp. | 103,960 | 1.19% | $3.6 million | 0.00% | +907 | 13F |
| Bridgeway Capital Management, LLC | 103,753 | 1.19% | $3.6 million | 0.06% | +2,728 | 13F |
| FMR LLC | 100,807 | 1.16% | $3.5 million | 0.00% | +9,718 | 13F |
| Vanguard Portfolio Management LLC | 95,863 | 1.10% | $3.4 million | 0.00% | +2,298 | 13F |
| Walleye Capital LLC | 94,963 | 1.09% | $3.3 million | 0.02% | +86,946 | 13F |
| D. E. Shaw & Co., Inc. | 85,697 | 0.98% | $3.0 million | 0.00% | -36,283 | 13F |
| Vanguard Fiduciary Trust Co. | 76,371 | 0.88% | $2.7 million | 0.00% | +445 | 13F |
| Bank of America Corp. | 76,048 | 0.87% | $2.7 million | 0.00% | +44,181 | 13F |
| Empowered Funds, LLC | 75,753 | 0.87% | $2.7 million | 0.01% | +2,728 | 13F |
| UBS Group AG | 71,268 | 0.82% | $2.5 million | 0.00% | +32,469 | 13F |
| Mitsubishi UFJ Asset Management Co., Ltd. | 64,917 | 0.75% | $2.3 million | 0.00% | +27,064 | 13F |
| Isthmus Partners, LLC | 63,197 | 0.73% | $2.2 million | 0.21% | +2,970 | 13F |
| Gabelli Funds LLC | 56,200 | 0.65% | $2.0 million | 0.01% | no change | 13F |
| OP Asset Management Ltd | 54,472 | 0.63% | $1.9 million | 0.02% | -1,907 | 13F |
| PNC Financial Services Group, Inc. | 54,332 | 0.62% | $1.9 million | 0.00% | +1,138 | 13F |
| Arrowstreet Capital, Limited Partnership | 43,041 | 0.49% | $1.5 million | 0.00% | -34,358 | 13F |
| Johnson Investment Counsel Inc. | 42,603 | 0.49% | $1.5 million | 0.01% | no change | 13F |
| McDonald Partners LLC | 38,406 | 0.44% | $1.3 million | 0.33% | 13F | |
| Bank of New York Mellon Corp | 37,395 | 0.43% | $1.3 million | 0.00% | +1,181 | 13F |
| Renaissance Technologies LLC | 37,200 | 0.43% | $1.3 million | 0.00% | -6,200 | 13F |
| Two Sigma Investments, LP | 36,172 | 0.42% | $1.3 million | 0.00% | +1,219 | 13F |
| Victory Capital Management Inc. | 35,500 | 0.41% | $1.2 million | 0.00% | new | 13F |
| Fisher Asset Management, LLC | 32,512 | 0.37% | $1.1 million | 0.00% | -140 | 13F |
| Nuveen, LLC | 32,159 | 0.37% | $1.1 million | 0.00% | +8,875 | 13F |
| Ameriprise Financial Inc. | 31,640 | 0.36% | $1.1 million | 0.00% | +52 | 13F |
| Keybank National Association | 31,466 | 0.36% | $1.1 million | 0.00% | -3,300 | 13F |
| Pacific Ridge Capital Partners, LLC | 31,218 | 0.36% | $1.1 million | 0.20% | +3,375 | 13F |
| Citadel Advisors LLC | 30,016 | 0.34% | $1.1 million | 0.00% | -6,096 | 13F |
| Manatuck Hill Partners, LLC | 30,000 | 0.34% | $1.1 million | 0.35% | new | 13F |
The 50 largest of the 151 funds that reported a position in HY in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 30 January 2026 | 13G/A | The Vanguard Group and 1 other | 698,331 | 4.9% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 6 November 2025 | 13D/A | Gamco Investors, Inc. Et Al and 8 others | 819,887 | 5.7% | 4 November 2025 | The Reporting Persons file the long form Schedule 13D pursuant to Section 13d-1 of the Securities Exchange Act of 1934 (the "Act") even though they may be technically eligible to file the short form Schedule G. Because the Reporting Persons | EDGAR |
| 30 October 2025 | 13G/A | The Vanguard Group and 1 other | 910,812 | 6.4% | 30 September 2025 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 21 September 2026 | 1,820 | $33.54 | SEC |
| 8 September 2026 | 953 | $35.75 | SEC |
| 27 August 2026 | 58 | $34.67 | SEC |
| 21 August 2026 | 33 | $32.93 | SEC |
| 18 August 2026 | 7 | $34.70 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.