| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 4.9% | -25% | $20,747,414 | -$6,312,811 | 698,331 | -23% | The Vanguard Group | 31 Dec 2025 |
As of 31 Dec 2025, 138 institutional investors reported holding 8,059,939 shares of Hyster-Yale Inc - Common Stock (HY). This represents 56% of the company’s total 14,310,061 outstanding shares.
The largest institutional shareholders of Hyster-Yale Inc - Common Stock (HY) together control 45% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 6.2% | 890,877 | +1.3% | 0% | $26,467,959 |
| GAMCO INVESTORS, INC. ET AL | 5.8% | 834,366 | -1.3% | 0.24% | $24,789,014 |
| VANGUARD GROUP INC | 4.9% | 698,331 | -23% | 0% | $20,747,415 |
| DIMENSIONAL FUND ADVISORS LP | 3.9% | 559,041 | -3% | 0% | $16,609,080 |
| VALUEWORKS LLC | 2.8% | 399,344 | +33% | 3.1% | $11,864,515 |
| AMERICAN CENTURY COMPANIES INC | 2.6% | 377,785 | +6.4% | 0.01% | $11,223,992 |
| STATE STREET CORP | 2.2% | 307,794 | +12% | 0% | $9,144,560 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.9% | 275,896 | -0.18% | 0% | $8,198,574 |
| MILLENNIUM MANAGEMENT LLC | 1.6% | 224,251 | +1.5% | 0% | $6,662,497 |
| ACADIAN ASSET MANAGEMENT LLC | 1.4% | 197,642 | +26% | 0.01% | $5,864,000 |
| ProShare Advisors LLC | 1.3% | 181,375 | +8.2% | 0.01% | $5,388,652 |
| D. E. Shaw & Co., Inc. | 1.2% | 175,689 | +3.5% | 0% | $5,219,720 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 1% | 144,485 | +44% | 0.02% | $4,292,649 |
| MORGAN STANLEY | 1% | 143,177 | +5.7% | 0% | $4,253,798 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.89% | 126,757 | +24% | 0.01% | $3,766,628 |
| FEDERATED HERMES, INC. | 0.86% | 122,876 | +28% | 0.01% | $3,650,646 |
| GOLDMAN SACHS GROUP INC | 0.84% | 120,803 | +59% | 0% | $3,589,067 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.67% | 96,441 | -7.5% | 0% | $2,865,262 |
| NORTHERN TRUST CORP | 0.67% | 95,694 | -8.2% | 0% | $2,843,068 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.66% | 94,609 | +7.3% | 0.06% | $2,810,833 |
| AQR CAPITAL MANAGEMENT LLC | 0.6% | 86,524 | -1.3% | 0% | $2,570,630 |
| FMR LLC | 0.54% | 77,713 | +13% | 0% | $2,308,853 |
| Curbstone Financial Management Corp | 0.51% | 73,490 | 0% | 0.42% | $2,183,388 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.47% | 66,975 | +25% | 0% | $1,989,827 |
| Truvestments Capital LLC | 0.46% | 66,172 | -3.8% | 0.36% | $1,965,963 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 8,059,939 | $239,501,135 | -$5,014,224 | $29.71 | 138 |
| 2025 Q3 | 8,167,930 | $301,093,632 | -$15,241,019 | $36.86 | 153 |
| 2025 Q2 | 8,538,297 | $339,665,896 | -$1,171,487 | $39.78 | 159 |
| 2025 Q1 | 8,558,317 | $355,492,852 | -$2,614,803 | $41.54 | 178 |
| 2024 Q4 | 8,536,663 | $434,756,744 | -$1,765,348 | $50.93 | 178 |
| 2024 Q3 | 8,493,252 | $541,873,222 | -$9,647,128 | $63.77 | 182 |
| 2024 Q2 | 8,621,086 | $601,074,160 | +$22,645,822 | $69.73 | 174 |
| 2024 Q1 | 8,200,435 | $526,207,345 | +$2,130,708 | $64.17 | 163 |
| 2023 Q4 | 8,189,499 | $509,298,493 | +$13,396,415 | $62.19 | 163 |
| 2023 Q3 | 7,964,413 | $355,050,289 | +$13,332,690 | $44.58 | 138 |
| 2023 Q2 | 7,598,628 | $424,280,675 | -$59,496,273 | $55.84 | 139 |
| 2023 Q1 | 8,683,581 | $433,198,811 | +$78,652,491 | $49.89 | 129 |
| 2022 Q4 | 7,299,807 | $184,764,831 | +$1,883,524 | $25.31 | 101 |
| 2022 Q3 | 7,233,645 | $155,619,577 | -$10,731,337 | $21.51 | 85 |
| 2022 Q2 | 7,417,500 | $238,990,038 | -$961,997 | $32.22 | 94 |
| 2022 Q1 | 7,469,736 | $248,215,244 | -$1,630,929 | $33.21 | 101 |
| 2021 Q4 | 7,463,676 | $306,789,114 | -$16,875,755 | $41.10 | 100 |
| 2021 Q3 | 7,729,420 | $388,461,400 | -$9,029,008 | $50.26 | 115 |
| 2021 Q2 | 7,747,813 | $565,428,563 | -$6,773,875 | $72.98 | 125 |
| 2021 Q1 | 7,804,179 | $679,879,961 | +$8,989,391 | $87.12 | 130 |
| 2020 Q4 | 7,796,290 | $464,303,815 | +$19,741,185 | $59.55 | 116 |
| 2020 Q3 | 7,260,182 | $269,718,000 | -$9,124,063 | $37.15 | 107 |
| 2020 Q2 | 7,479,523 | $288,948,291 | -$2,388,328 | $38.66 | 104 |
| 2020 Q1 | 7,546,269 | $302,524,292 | -$7,972,508 | $40.09 | 107 |
| 2019 Q4 | 7,635,867 | $450,217,536 | +$11,350,238 | $58.96 | 117 |
| 2019 Q3 | 7,448,698 | $407,671,135 | -$9,947,681 | $54.73 | 126 |
| 2019 Q2 | 7,629,642 | $421,553,586 | -$2,898,622 | $55.26 | 121 |
| 2019 Q1 | 7,695,051 | $479,855,805 | -$38,234,587 | $62.36 | 128 |
| 2018 Q4 | 8,328,629 | $516,044,300 | -$25,354,724 | $61.96 | 130 |
| 2018 Q3 | 8,735,495 | $537,497,579 | -$17,882,119 | $61.53 | 132 |
| 2018 Q2 | 9,030,237 | $580,193,924 | -$2,061,726 | $64.25 | 139 |
| 2018 Q1 | 9,062,490 | $633,771,784 | +$3,253,656 | $69.93 | 147 |
| 2017 Q4 | 9,075,536 | $772,898,592 | +$8,111,974 | $85.16 | 146 |
| 2017 Q3 | 8,966,246 | $685,374,658 | +$6,509,187 | $76.44 | 145 |
| 2017 Q2 | 8,925,630 | $627,046,826 | -$7,354,417 | $70.25 | 135 |
| 2017 Q1 | 8,995,036 | $507,231,161 | +$35,508,273 | $56.39 | 116 |
| 2016 Q4 | 8,995,216 | $573,621,933 | -$7,826,865 | $63.77 | 127 |
| 2016 Q3 | 9,101,504 | $546,833,200 | -$10,230,146 | $60.13 | 121 |
| 2016 Q2 | 9,293,758 | $553,031,808 | -$3,842,243 | $59.49 | 125 |
| 2016 Q1 | 9,312,908 | $619,599,460 | +$18,188,284 | $66.60 | 129 |
| 2015 Q4 | 9,064,777 | $475,448,487 | +$8,675,658 | $52.45 | 128 |
| 2015 Q3 | 8,840,654 | $511,912,089 | +$11,263,368 | $57.83 | 142 |
| 2015 Q2 | 8,621,500 | $597,288,817 | -$26,048,326 | $69.28 | 154 |
| 2015 Q1 | 8,987,943 | $658,714,356 | -$1,200,566 | $73.29 | 158 |
| 2014 Q4 | 9,004,654 | $659,130,775 | -$54,210,129 | $73.20 | 158 |
| 2014 Q3 | 9,850,485 | $705,491,877 | -$3,541,582 | $71.62 | 157 |
| 2014 Q2 | 9,743,983 | $862,364,430 | -$5,261,456 | $88.54 | 157 |
| 2014 Q1 | 9,780,868 | $953,634,688 | +$7,206,098 | $97.50 | 154 |