Security key
449172105
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 9,101,504
- Total 13F value
- $546,833,200
- Share change
- -174,185
- Put/Call ratio
- 69%
- SEC-reported price per share
- $60.13
- Number of holders
- 121
- Value change
- -$10,230,146
- Number of buys
- 50
- Number of sells
- 54
- Shares outstanding
- 14,310,061
Holder snapshot
7 signals
Open additional details 1 more signal available
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q3 2016
Institutions
121
Top holders
10
HY full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q4 2016
Previous quarter: Q2 2016
HYSTER-YALE, INC. SEC filings
HYSTER-YALE, INC. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 449172105
Recent filing periods:
Ownership snapshot
Top reported holders of HY - HYSTER-YALE, INC. - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
DIMENSIONAL FUND ADVISORS LP
Disclosed value leader
DIMENSIONAL FUND ADVISORS LP
Comparable rows
15/15
Latest evidence
30 Jun 2016
13F
Lead comparable stake: 6%
Showing 1-6 of 15 holder rows.
Quick read
DIMENSIONAL FUND ADVISORS LP leads the comparable SEC ownership view at 6%.
15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens DIMENSIONAL FUND ADVISORS LP's linked filing trail.
Comparable ownership
Top 5
DIMENSIONAL FUND ADVISORS LP
6%
PNC FINANCIAL SERVICES GROUP, INC.
5.4%
LSV ASSET MANAGEMENT
5.4%
FULLER & THALER ASSET MANAGEMENT,...
3.9%
VANGUARD GROUP INC
3.8%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP |
13F
Company
|
6%
|
$51,443,000
864,754 shares
|
— | 30 Jun 2016 |
| PNC FINANCIAL SERVICES GROUP, INC. |
13F
Company
|
5.4%
|
$46,396,000
779,878 shares
|
— | 30 Jun 2016 |
| LSV ASSET MANAGEMENT |
13F
Company
|
5.4%
|
$45,790,000
769,719 shares
|
— | 30 Jun 2016 |
| FULLER & THALER ASSET MANAGEMENT, INC. |
13F
Company
|
3.9%
|
$33,411,000
561,620 shares
|
— | 30 Jun 2016 |
| VANGUARD GROUP INC |
13F
Company
|
3.8%
|
$31,939,000
536,867 shares
|
— | 30 Jun 2016 |
| SHAPIRO CAPITAL MANAGEMENT LLC |
13F
Company
|
3.6%
|
$30,565,486
513,792 shares
|
— | 30 Jun 2016 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q3 2016
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
121
Shares
9,101,504
Rows available
121
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q3 2016 vs Q2 2016 Across Filers
Q2 2016 holders
125
Q3 2016 holders
121
Holder diff
-4
| Investor | Q2 2016 Shares | Q3 2016 Shares | Share Diff | Share Chg % | Q2 2016 value | Q3 2016 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend