HYSTER-YALE, INC. - Common Stock (HY)

CUSIP: 449172105

Q4 2022 13F Holders as of 31 Dec 2022

Type / Class
Equity / Common Stock
Shares outstanding
14,310,061
Total 13F shares
7,299,807
Share change
+67,985
Total reported value
$184,764,831
Put/Call ratio
179%
Price per share
$25.31
Number of holders
101
Value change
+$1,883,524
Number of buys
54
Number of sells
39

Quarterly Holders Quick Answers

What is CUSIP 449172105?
CUSIP 449172105 identifies HY - HYSTER-YALE, INC. - Common Stock in SEC institutional holdings data.

Need full ownership history?
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Top shareholders of HY - HYSTER-YALE, INC. - Common Stock (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Holder Source Role / Reporting Ownership % Shares Holdings Value 12M Net Δ As of Details
GAMCO INVESTORS, INC. ET AL
13F
Company
7.4%
1,063,080
$22,867,000 30 Sep 2022
13F
VANGUARD GROUP INC
13F
Company
6.1%
866,287
$18,634,000 30 Sep 2022
13F
BlackRock Finance, Inc.
13F
Company
6%
857,786
$18,452,000 30 Sep 2022
13F
DIMENSIONAL FUND ADVISORS LP
13F
Company
4.8%
682,114
$14,673,000 30 Sep 2022
13F
Beatrice B. Taplin
3/4/5
Member of a Group
class O/S missing
267,626
$13,838,941 31 Dec 2022
Cory Freyer
3/4/5
member of a group
class O/S missing
183,040
$9,464,998 31 Dec 2021
Marital Trust, dated January 21, 1966, National City Bank & Beatrice Taplin, as Trustees, fbo Beatrice B. Taplin
3/4/5
Member of a group
class O/S missing
150,242
$7,769,014 31 Dec 2022
STATE STREET CORP
13F
Company
2.5%
353,886
$7,612,000 30 Sep 2022
13F
Kopernik Global Investors, LLC
13F
Company
2.4%
347,054
$7,465,000 30 Sep 2022
13F
Mirae Asset Global Investments Co., Ltd.
13F
Company
2.2%
310,366
$6,676,000 30 Sep 2022
13F
FMR LLC
13F
Company
2%
279,703
$6,016,000 30 Sep 2022
13F
FULLER & THALER ASSET MANAGEMENT, INC.
13F
Company
1.7%
238,743
$5,135,000 30 Sep 2022
13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
Company
1.6%
225,092
$4,842,000 30 Sep 2022
13F
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
1.3%
184,431
$3,967,000 30 Sep 2022
13F
JACOBS LEVY EQUITY MANAGEMENT, INC
13F
Company
0.91%
130,286
$2,802,000 30 Sep 2022
13F
GOLDMAN SACHS GROUP INC
13F
Company
0.84%
119,718
$2,575,000 30 Sep 2022
13F
CITADEL ADVISORS LLC
13F
Company
0.81%
115,230
$2,479,000 30 Sep 2022
13F
NORTHERN TRUST CORP
13F
Company
0.74%
106,298
$2,286,000 30 Sep 2022
13F
Russell Investments Group, Ltd.
13F
Company
0.72%
102,853
$2,209,000 30 Sep 2022
13F
Alison A. Rankin, as trustee fbo A. Farnham Rankin under Irrevocable Trust, dated December 18, 1997, with Roger Rankin, Grantor
3/4/5
Member of a Group
class O/S missing
35,974
$1,860,216 15 Dec 2021
Alison A. Rankin, as trustee fbo Elisabeth M. Rankin under Irrevocable Trust, dated December 18, 1997, with Roger Rankin, Grantor
3/4/5
Member of a Group
mixed-class rows
35,908
mixed-class rows
$1,856,803 31 Dec 2021
Fisher Asset Management, LLC
13F
Company
0.53%
76,349
$1,642,000 30 Sep 2022
13F
Bank of New York Mellon Corp
13F
Company
0.51%
73,453
$1,582,000 30 Sep 2022
13F
BTR 2012 GST Trust for Clara R. Williams
3/4/5
Member of a Group
mixed-class rows
27,756
mixed-class rows
$1,435,263 15 Dec 2021
BTR 2012 GST Trust for Helen R. Butler
3/4/5
Member of Group
mixed-class rows
27,756
mixed-class rows
$1,435,263 15 Dec 2021
BTR 2012 GST Trust for Julia R. Kuipers
3/4/5
Member of a Group
mixed-class rows
26,338
mixed-class rows
$1,361,938 15 Dec 2021
BTR 2012 GST Trust for Anne F. Rankin
3/4/5
Member of a Group
class O/S missing
26,244
$1,357,077 15 Dec 2021
BTR 2012 GST Trust for Chloe R. Seelbach
3/4/5
Member of a Group
class O/S missing
26,244
$1,357,077 15 Dec 2021
BTR 2012 GST Trust for Claiborne R. Rankin, Jr.
3/4/5
Member of a Group
class O/S missing
26,244
$1,357,077 15 Dec 2021
BTR 2012 GST Trust for Elisabeth M. Rankin
3/4/5
Member of a Group
class O/S missing
26,244
$1,357,077 15 Dec 2021
BTR 2012 GST Trust for James T. Rankin
3/4/5
Member of a Group
class O/S missing
26,243
$1,357,025 15 Dec 2021
BTR 2012 GST Trust for Matthew M. Rankin
3/4/5
Member of a Group
class O/S missing
26,243
$1,357,025 15 Dec 2021
BTR 2012 GST Trust for Thomas P. Rankin
3/4/5
Member of a Group
class O/S missing
26,243
$1,357,025 15 Dec 2021
Curbstone Financial Management Corp
13F
Company
0.41%
58,914
$1,267,000 30 Sep 2022
13F
MORGAN STANLEY
13F
Company
0.41%
58,856
$1,266,000 30 Sep 2022
13F
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC
13F
Company
0.4%
57,450
$1,233,000 30 Sep 2022
13F
BTR 2020 GST Trust f/b/o Anne F. Rankin
3/4/5
Member of a group
class O/S missing
20,162
$1,042,578 15 Dec 2021
BTR 2020 GST Trust f/b/o Elisabeth M. Rankin
3/4/5
Member of a group
class O/S missing
20,162
$1,042,578 15 Dec 2021
BTR 2020 GST Trust f/b/o Clara R. Williams
3/4/5
Member of a group
class O/S missing
20,160
$1,042,473 15 Dec 2021
BTR 2020 GST Trust f/b/o Helen R. Butler
3/4/5
Member of a group
class O/S missing
20,160
$1,042,473 15 Dec 2021
BTR 2020 GST Trust f/b/o James T. Rankin
3/4/5
Member of a group
class O/S missing
20,160
$1,042,473 15 Dec 2021
BTR 2020 GST Trust f/b/o Julia R. Kuipers
3/4/5
Member of a group
class O/S missing
20,160
$1,042,473 15 Dec 2021
BTR 2020 GST Trust f/b/o Matthew M. Rankin
3/4/5
Member of a group
class O/S missing
20,160
$1,042,473 15 Dec 2021
BTR 2020 GST Trust f/b/o Thomas P.K. Rankin
3/4/5
Member of a group
class O/S missing
20,160
$1,042,473 15 Dec 2021
BTR 2020 GST Trust f/b/o Chloe R. Seelbach
3/4/5
Member of a group
class O/S missing
20,159
$1,042,422 15 Dec 2021
BTR 2020 GST Trust f/b/o Claiborne R. Rankin, Jr.
3/4/5
Member of a group
class O/S missing
20,159
$1,042,422 15 Dec 2021
RAYMOND JAMES & ASSOCIATES
13F
Company
0.32%
46,231
$994,000 30 Sep 2022
13F
MILLENNIUM MANAGEMENT LLC
13F
Company
0.31%
44,503
$957,000 30 Sep 2022
13F
GABELLI FUNDS LLC
13F
Company
0.31%
44,200
$951,000 30 Sep 2022
13F
AQR CAPITAL MANAGEMENT LLC
13F
Company
0.31%
44,197
$951,000 30 Sep 2022
13F

Institutional Holders of HYSTER-YALE, INC. - Common Stock (HY) as of Q4 2022

As of 31 Dec 2022, HYSTER-YALE, INC. - Common Stock (HY) was held by 101 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 7,299,807 shares. The largest 10 holders included GAMCO INVESTORS, INC. ET AL, BlackRock Inc., VANGUARD GROUP INC, DIMENSIONAL FUND ADVISORS LP, STATE STREET CORP, Kopernik Global Investors, LLC, Mirae Asset Global Investments Co., Ltd., FMR LLC, FULLER & THALER ASSET MANAGEMENT, INC., and CHARLES SCHWAB INVESTMENT MANAGEMENT INC. This page lists 101 institutional shareholders reporting positions in this security for the Q4 2022 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q4 2022 vs Q3 2022 Across Filers

Q3 2022 holders
85
Q4 2022 holders
101
Holder diff
16
Investor Q3 2022 Shares Q4 2022 Shares Share Diff Share Chg % Q3 2022 Value $ Q4 2022 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
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