Hyster-Yale HY Institutional Ownership

NYSE HY

$28.90 -0.27 (-0.93%)

At close: Oct 23, 2026 · 4:00 PM EDT

Institutions by Trading Activity

153 Institutions

Increased 88 57.5%

Unchanged 24 15.7%

Reduced 41 26.8%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

60.21%

▲+1.45 pp QoQ

Shares Held by Institutions

8.71Mn

of 14.47Mn outstanding

▲+2.60% QoQ

Shares Outstanding

14.47Mn

5.76Mn held outside 13F filers

Institutional Investors

153

filed 13F for Jun 2026

▲+5 vs prior quarter

Net Shares Added (QoQ)

+220.42K

accumulated since last quarter

Value of Holdings

$251.84Mn

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

Updated Oct 11, 2026

Hyster-Yale, Inc. (NYSE:HY) counted 153 institutional investors among its 13F-reported shareholders for the quarter ended June 30, 2026.

Collectively, these holders controlled 60.21% of Hyster-Yale's outstanding shares in Q2 2026, up from 58.76% in Q1 2026.
Total holdings of Hyster-Yale shares rose 2.60% from Q1 2026, and the number of holders fell 3.16% from Q2 2025.
Of the 153 holders, 88 added to their positions, 41 reduced their stakes and 24 left their positions unchanged in Q2 2026.
Institutional investors held 8.71Mn shares of Hyster-Yale in total at the end of Q2 2026, up 220.42K from the prior quarter and up 364.14K from a year earlier.
BlackRock, Inc. held the largest position in HY at 937.87K shares as of June 30, 2026, or 6.48% of shares outstanding.
The largest position increases in HY for Q2 2026 were by DePrince Race & Zollo Inc (+146.46K shares), Walleye Capital LLC (+86.95K shares), Russell Investments Group, Ltd. (+61.94K shares), Bank of America Corp (+44.18K shares) and Acadian Asset Management LLC (+40.78K shares).
The largest position reductions in HY for Q2 2026 were by Dimensional Fund Advisors LP (-92.43K shares), D. E. Shaw & Co., Inc. (-36.28K shares), Arrowstreet Capital, Limited Partnership (-34.36K shares), JPMorgan Chase & Co (-32.25K shares) and Gamco Investors, Inc. (-23.04K shares).
Business Quant data shows the 10 biggest positions in Hyster-Yale as of Q2 2026 were held by BlackRock, Inc. (937.87K shares), Gamco Investors, Inc. (788.02K shares), Dimensional Fund Advisors LP (495.26K shares), Vanguard Capital Management LLC (467.94K shares), DePrince Race & Zollo Inc (413.94K shares), American Century Companies Inc (401.59K shares), Valueworks LLC (397.63K shares), State Street Corp (330.86K shares), Geode Capital Management, LLC (296.59K shares) and Russell Investments Group, Ltd. (220.52K shares).

Form 13F Holdings

153 Institutional Holders

Report period 30 Jun, 2026

Total shares held 8.71Mn

Of outstanding 60.21%

#	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 153 holders