Security key
449172105
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 9,062,490
- Total 13F value
- $633,771,784
- Share change
- +59,143
- Put/Call ratio
- 243%
- SEC-reported price per share
- $69.93
- Number of holders
- 147
- Value change
- +$3,253,656
- Number of buys
- 57
- Number of sells
- 71
- 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
Q1 2018
Institutions
147
Top holders
10
HY full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q2 2018
Previous quarter: Q4 2017
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
31 Dec 2017
13F
Lead comparable stake: 6.4%
Showing 1-6 of 15 holder rows.
Quick read
DIMENSIONAL FUND ADVISORS LP leads the comparable SEC ownership view at 6.4%.
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
6.4%
PNC FINANCIAL SERVICES GROUP, INC.
6.1%
VANGUARD GROUP INC
5.2%
LSV ASSET MANAGEMENT
4.5%
FULLER & THALER ASSET MANAGEMENT,...
4.4%
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
|
6.4%
|
$78,225,000
918,554 shares
|
— | 31 Dec 2017 |
| PNC FINANCIAL SERVICES GROUP, INC. |
13F
Company
|
6.1%
|
$74,832,000
878,725 shares
|
— | 31 Dec 2017 |
| VANGUARD GROUP INC |
13F
Company
|
5.2%
|
$63,700,000
748,014 shares
|
— | 31 Dec 2017 |
| LSV ASSET MANAGEMENT |
13F
Company
|
4.5%
|
$54,452,000
639,416 shares
|
— | 31 Dec 2017 |
| FULLER & THALER ASSET MANAGEMENT, INC. |
13F
Company
|
4.4%
|
$54,034,000
634,503 shares
|
— | 31 Dec 2017 |
| BlackRock Finance, Inc. |
13F
Company
|
4.3%
|
$53,006,000
622,424 shares
|
— | 31 Dec 2017 |
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 Q1 2018
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
147
Shares
9,062,490
Rows available
147
| 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 Q1 2018 vs Q4 2017 Across Filers
Q4 2017 holders
146
Q1 2018 holders
147
Holder diff
1
| Investor | Q4 2017 Shares | Q1 2018 Shares | Share Diff | Share Chg % | Q4 2017 value | Q1 2018 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend