Hyster-Yale HY Institutional Ownership

NYSE HY

$30.41 -1.06 (-3.37%)

As of: Oct 1, 2026 · 3:59 PM EDT

Institutions by Trading Activity

154 Institutions

Increased 89 57.8%

Unchanged 24 15.6%

Reduced 41 26.6%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

60.98%

▲+2.22 pp QoQ

Shares Held by Institutions

8.83Mn

of 14.47Mn outstanding

▲+7.56% QoQ

Shares Outstanding

14.47Mn

5.65Mn held outside 13F filers

Institutional Investors

154

filed 13F for Jun 2026

▲+5 vs prior quarter

Net Shares Added (QoQ)

+620.17K

accumulated since last quarter

Value of Holdings

$277.65Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Hyster-Yale, Inc. (NYSE:HY) has 154 institutional investors that have filed 13F reports for the period ending June 2026.

These investors held 61.0% of outstanding shares in June 2026, up from 58.8% in March 2026.
Their total shares held in HY increased 7.56% quarter over quarter, and separately, investors owning Hyster-Yale decreased 3.14% from a year ago.
Of these 154 funds, 89 grew their exposure to Hyster-Yale, 41 cut back, and 24 maintained positions.
The aggregate institutional position in Hyster-Yale amounted to 8.83Mn shares as of June 2026, up by 620.17K shares quarter on quarter, and up 475.45K shares year over year.
As of June 30, 2026, BlackRock, Inc. held the largest stake in Hyster-Yale with 937.87K shares, accounting for 6.48% of total shares outstanding.
Leading buyers of Hyster-Yale shares for the quarter ending June 2026 were DEPRINCE RACE & ZOLLO INC (146.46K), Sixth Street Partners Management Company, L.P. (111.31K), Walleye Capital LLC (86.95K), Russell Investments Group, Ltd. (61.94K), Bank Of America Corp /De/ (44.18K).
The biggest sellers of Hyster-Yale for the quarter ending June 2026 included DIMENSIONAL FUND ADVISORS LP (92.43K), D. E. Shaw & Co., Inc. (36.28K), ARROWSTREET CAPITAL, LIMITED PARTNERSHIP (34.36K), Jpmorgan Chase & Co (32.25K), GAMCO INVESTORS, INC. ET AL (23.04K).
Per Business Quant data, the top 10 holders of Hyster-Yale for the quarter ending June 2026 are BlackRock, Inc. (937.87K), GAMCO INVESTORS, INC. ET AL (788.02K), DIMENSIONAL FUND ADVISORS LP (495.26K), VANGUARD CAPITAL MANAGEMENT LLC (467.94K), DEPRINCE RACE & ZOLLO INC (413.94K), AMERICAN CENTURY COMPANIES INC (401.59K), VALUEWORKS LLC (397.63K), State Street Corp (330.86K), GEODE CAPITAL MANAGEMENT, LLC (296.59K), Russell Investments Group, Ltd. (220.52K).

Form 13F Holdings

154 Institutional Holders

Report period 30 Jun, 2026

Total shares held 8.83Mn

Of outstanding 60.98%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	937,868	6.48%	▲29,356	+3.23%	$32.88Mn
2	GAMCO INVESTORS, INC. ET AL	0000807249	788,021	5.44%	▼23,036	-2.84%	$27.63Mn
3	DIMENSIONAL FUND ADVISORS LP	0000354204	495,257	3.42%	▼92,426	-15.73%	$17.36Mn
4	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	467,943	3.23%	▼7,848	-1.65%	$16.41Mn
5	DEPRINCE RACE & ZOLLO INC	0001008894	413,935	2.86%	▲146,456	+54.75%	$14.51Mn
6	AMERICAN CENTURY COMPANIES INC	0000748054	401,588	2.77%	▼11,293	-2.74%	$14.08Mn
7	VALUEWORKS LLC	0001282189	397,633	2.75%	▲2,250	+0.57%	$13.94Mn
8	State Street Corp	0000093751	330,858	2.29%	▲21,954	+7.11%	$11.60Mn
9	GEODE CAPITAL MANAGEMENT, LLC	0001214717	296,593	2.05%	▼630	-0.21%	$10.40Mn
10	Russell Investments Group, Ltd.	0001692234	220,524	1.52%	▲61,938	+39.06%	$7.73Mn
11	ACADIAN ASSET MANAGEMENT LLC	0000916542	218,980	1.51%	▲40,778	+22.88%	$7.67K
12	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	0001705339	203,657	1.41%	▲39,750	+24.25%	$7.13Mn
13	ProShare Advisors LLC	0001357955	195,376	1.35%	▲3,308	+1.72%	$6.85Mn
14	JACOBS LEVY EQUITY MANAGEMENT, INC	0000884414	162,280	1.12%	▼10,713	-6.19%	$5.69Mn
15	Goldman Sachs Group Inc	0000886982	128,665	0.89%	▲9,079	+7.59%	$4.51Mn
16	MILLENNIUM MANAGEMENT LLC	0001273087	125,212	0.87%	▼11,173	-8.19%	$4.39Mn
17	Morgan Stanley	0000895421	121,340	0.84%	▼18,573	-13.27%	$4.25Mn
18	AQR CAPITAL MANAGEMENT LLC	0001167557	120,640	0.83%	▲12,440	+11.50%	$4.23Mn
19	NEW YORK STATE COMMON RETIREMENT FUND	0000810265	113,548	0.78%	▲30,497	+36.72%	$3.98Mn
20	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	111,308	0.77%	▲1,745	+1.59%	$3.90Mn

Showing 1 to 20 of 154 holders