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

CUSIP: 449172105

Q4 2023 13F Holders as of 31 Dec 2023

Type / Class
Equity / Common Stock
Shares outstanding
14,310,061
Total 13F shares
8,189,499
Share change
+203,211
Total reported value
$509,298,493
Put/Call ratio
4.5%
Price per share
$62.19
Number of holders
163
Value change
+$13,396,415
Number of buys
87
Number of sells
57

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
7.2%
1,033,440
$46,070,755 30 Sep 2023
13F
Corbin Rankin
3/4/5
Member of a Group
mixed-class rows
886,013
mixed-class rows
$45,815,735 08 Dec 2023
Rankin Thomas T.
3/4/5
Member of a Group
mixed-class rows
886,013
mixed-class rows
$45,815,735 08 Dec 2023
VANGUARD GROUP INC
13F
Company
6.6%
945,578
$42,153,867 30 Sep 2023
13F
BlackRock Finance, Inc.
13F
Company
5.6%
798,973
$35,618,217 30 Sep 2023
13F
FMR LLC
13F
Company
4.1%
589,093
$26,261,766 30 Sep 2023
13F
DIMENSIONAL FUND ADVISORS LP
13F
Company
3.6%
517,189
$23,056,308 30 Sep 2023
13F
STATE STREET CORP
13F
Company
2.2%
321,681
$14,340,539 30 Sep 2023
13F
Beatrice B. Taplin
3/4/5
Member of a Group
class O/S missing
267,626
$13,838,941 31 Dec 2022
Mirae Asset Global Investments Co., Ltd.
13F
Company
1.7%
241,785
$10,778,775 30 Sep 2023
13F
FULLER & THALER ASSET MANAGEMENT, INC.
13F
Company
1.6%
227,856
$10,157,837 30 Sep 2023
13F
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
1.5%
215,246
$9,596,912 30 Sep 2023
13F
Cory Freyer
3/4/5
member of a group
class O/S missing
183,040
$9,464,998 31 Dec 2021
VALUEWORKS LLC
13F
Company
1.5%
210,980
$9,405,000 30 Sep 2023
13F
MILLENNIUM MANAGEMENT LLC
13F
Company
1.4%
198,847
$8,864,599 30 Sep 2023
13F
ProShare Advisors LLC
13F
Company
1.3%
179,310
$7,993,639 30 Sep 2023
13F
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
Ruschell Caroline T.
3/4/5
Member of a Group
mixed-class rows
149,554
mixed-class rows
$7,733,437 15 Sep 2023
Bank of New York Mellon Corp
13F
Company
0.83%
119,280
$5,317,502 30 Sep 2023
13F
NORTHERN TRUST CORP
13F
Company
0.79%
112,546
$5,017,301 30 Sep 2023
13F
MORGAN STANLEY
13F
Company
0.75%
107,938
$4,811,902 30 Sep 2023
13F
GOLDMAN SACHS GROUP INC
13F
Company
0.73%
104,510
$4,659,056 30 Sep 2023
13F
FEDERATED HERMES, INC.
13F
Company
0.66%
94,780
$4,225,292 30 Sep 2023
13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
Company
0.58%
82,736
$3,688,371 30 Sep 2023
13F
ACADIAN ASSET MANAGEMENT LLC
13F
Company
0.54%
77,593
$3,456,000 30 Sep 2023
13F
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
13F
Company
0.54%
77,319
$3,447,000 30 Sep 2023
13F
Jerome Jennifer T.
3/4/5
Member of a Group
mixed-class rows
66,048
mixed-class rows
$3,415,342 15 Sep 2023
Curbstone Financial Management Corp
13F
Company
0.53%
75,616
$3,370,961 30 Sep 2023
13F
PRUDENTIAL FINANCIAL INC
13F
Company
0.52%
74,123
$3,304,403 30 Sep 2023
13F
Kenneth C. Schilling
3/4/5
Senior Vice President and CFO
mixed-class rows
60,428
mixed-class rows
$3,124,732 09 Feb 2023
David F. Taplin
3/4/5
Member of a Group
mixed-class rows
58,732
mixed-class rows
$3,037,032 08 Sep 2023
Assenagon Asset Management S.A.
13F
Company
0.47%
66,975
$2,985,746 30 Sep 2023
13F
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC
13F
Company
0.44%
63,550
$2,837,000 30 Sep 2023
13F
Trust dated December 21, 2004, between Claiborne R. Rankin, as trustee, & Julia L. Rankin, creating a trust FBO Julia L. Rankin
3/4/5
Member of a Group
mixed-class rows
50,371
mixed-class rows
$2,604,685 08 Dec 2023
AQR CAPITAL MANAGEMENT LLC
13F
Company
0.4%
57,242
$2,551,848 30 Sep 2023
13F
MARSHALL WACE, LLP
13F
Company
0.39%
56,505
$2,518,993 30 Sep 2023
13F
GABELLI FUNDS LLC
13F
Company
0.39%
55,800
$2,487,564 30 Sep 2023
13F
Eugene Wong
3/4/5
Director
mixed-class rows
42,981
mixed-class rows
$2,222,548 03 Jul 2023
MCDONALD PARTNERS LLC
13F
Company
0.33%
47,144
$2,101,687 30 Sep 2023
13F
Invesco Ltd.
13F
Company
0.32%
46,247
$2,061,692 30 Sep 2023
13F
JOHNSON INVESTMENT COUNSEL INC
13F
Company
0.32%
45,298
$2,019,385 30 Sep 2023
13F
Swedbank AB
13F
Company
0.31%
45,000
$2,006,100 30 Sep 2023
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
ISTHMUS PARTNERS, LLC
13F
Company
0.29%
41,538
$1,851,764 30 Sep 2023
13F
Fisher Asset Management, LLC
13F
Company
0.29%
41,457
$1,848,153 30 Sep 2023
13F
D. E. Shaw & Co., Inc.
13F
Company
0.28%
39,989
$1,782,710 30 Sep 2023
13F
LOS ANGELES CAPITAL MANAGEMENT LLC
13F
Company
0.28%
39,453
$1,758,815 30 Sep 2023
13F
TWO SIGMA INVESTMENTS, LP
13F
Company
0.27%
38,629
$1,722,081 30 Sep 2023
13F
RENAISSANCE TECHNOLOGIES LLC
13F
Company
0.27%
38,100
$1,698,000 30 Sep 2023
13F

Institutional Holders of HYSTER-YALE, INC. - Common Stock (HY) as of Q4 2023

As of 31 Dec 2023, HYSTER-YALE, INC. - Common Stock (HY) was held by 163 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 8,189,499 shares. The largest 10 holders included VANGUARD GROUP INC, GAMCO INVESTORS, INC. ET AL, BlackRock Inc., DIMENSIONAL FUND ADVISORS LP, STATE STREET CORP, GEODE CAPITAL MANAGEMENT, LLC, Mirae Asset Global Investments Co., Ltd., FULLER & THALER ASSET MANAGEMENT, INC., VALUEWORKS LLC, and FMR LLC. This page lists 163 institutional shareholders reporting positions in this security for the Q4 2023 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q4 2023 vs Q3 2023 Across Filers

Q3 2023 holders
138
Q4 2023 holders
163
Holder diff
25
Investor Q3 2023 Shares Q4 2023 Shares Share Diff Share Chg % Q3 2023 Value $ Q4 2023 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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