HYSTER-YALE INC HY

US Industrials Industrial Trucks, Tractors, Trailors & Stackers
$31.99
-4.6%
52w: $25.92 – $42.45

Latest 13F among current holders filed 11 days ago (Jun 24, 2026)

Price — last 12 months

research preview data
25.9234.1842.45
Jun 20, 2025 Jul 2, 2026
Institutional holders
149
+5 QoQ
13F value
$275.4M
+14.8% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
105.0×
$1.0M calls / $10K puts

Institutional value by quarter

$650.6M
Q1 2024
$603.7M
Q2 2024
$543.4M
Q3 2024
$436.1M
Q4 2024
$354.2M
Q1 2025
$340.2M
Q2 2025
$303.3M
Q3 2025
$239.9M
Q4 2025
$275.4M
Q1 2026

Number of holders

165
Q1 2024
176
Q2 2024
184
Q3 2024
182
Q4 2024
179
Q1 2025
162
Q2 2025
158
Q3 2025
144
Q4 2025
149
Q1 2026

Who owns HY?

Q1 2026 filings
FundTypeSharesValue% of fundChange
BlackRock, Inc. Index provider908.5K$29.5M0.0%+2.0%
GAMCO INVESTORS, INC. ET AL Other811.1K$26.4M0.3%-2.8%
DIMENSIONAL FUND ADVISORS LP Quant stat arb587.7K$19.1M0.0%+5.1%
VANGUARD CAPITAL MANAGEMENT LLC Diversified mechanical475.8K$15.5M0.0%
AMERICAN CENTURY COMPANIES INC Diversified mechanical412.9K$13.4M0.0%+9.3%
VALUEWORKS LLC ★3Fundamental concentrated395.4K$12.9M3.5%-1.0%
STATE STREET CORP Index provider308.9K$10.0M0.0%+0.4%
GEODE CAPITAL MANAGEMENT, LLC Index provider297.2K$9.7M0.0%+7.7%
DEPRINCE RACE & ZOLLO INC Other267.5K$8.7M0.2%New
ProShare Advisors LLC Index provider192.1K$6.2M0.0%+5.9%
ACADIAN ASSET MANAGEMENT LLC Quant stat arb178.2K$5.8M0.0%-9.8%
JACOBS LEVY EQUITY MANAGEMENT, INC Other173.0K$5.6M0.0%+19.7%
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Index provider163.9K$5.3M0.0%+29.3%
Russell Investments Group, Ltd. Diversified mechanical158.6K$5.2M0.0%+821.7%
MORGAN STANLEY Bank broker139.9K$4.5M0.0%-2.3%
MILLENNIUM MANAGEMENT LLC Multistrat pod136.4K$4.4M0.0%-39.2%
D. E. Shaw & Co., Inc. Quant stat arb122.0K$4.0M0.0%-30.6%
GOLDMAN SACHS GROUP INC Bank broker119.6K$3.9M0.0%-1.0%
FEDERATED HERMES, INC. Diversified mechanical115.6K$3.8M0.0%-5.9%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Index provider109.6K$3.6M0.0%+13.6%
AQR CAPITAL MANAGEMENT LLC Quant stat arb108.2K$3.5M0.0%+25.1%
Curbstone Financial Management Corp Wealth advisor107.4K$3.5M0.7%+46.1%
NORTHERN TRUST CORP Index provider103.1K$3.4M0.0%+7.7%
BRIDGEWAY CAPITAL MANAGEMENT, LLC Diversified mechanical101.0K$3.3M0.1%+6.8%
VANGUARD PORTFOLIO MANAGEMENT LLC Diversified mechanical93.6K$3.0M0.0%
FMR LLC Long only active91.1K$3.0M0.0%+17.2%
NEW YORK STATE COMMON RETIREMENT FUND Diversified mechanical83.1K$2.7M0.0%+1748.0%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Quant stat arb77.4K$2.5M0.0%+15.6%
VANGUARD FIDUCIARY TRUST CO Diversified mechanical75.9K$2.5M0.0%
Empowered Funds, LLC Diversified mechanical73.0K$2.4M0.0%New
ISTHMUS PARTNERS, LLC Other60.2K$2.0M0.2%+4.8%
OP Asset Management Ltd Other56.4K$1.8M0.0%+492.4%
GABELLI FUNDS LLC Diversified mechanical56.2K$1.8M0.0%Held
PNC FINANCIAL SERVICES GROUP, INC. Diversified mechanical53.2K$1.7M0.0%+10.3%
JPMORGAN CHASE & CO Bank broker52.2K$1.7M0.0%+14.7%
MCDONALD PARTNERS LLC Other44.7K$1.5M0.3%+10.6%
RENAISSANCE TECHNOLOGIES LLC Quant stat arb43.4K$1.4M0.0%+8.8%
JOHNSON INVESTMENT COUNSEL INC Other42.6K$1.4M0.0%-4.5%
CWM, LLC Wealth advisor42.2K$1.4M0.0%+2.0%
UBS Group AG Bank broker38.8K$1.3M0.0%+2.8%
Mitsubishi UFJ Asset Management Co., Ltd. Diversified mechanical37.9K$1.2M0.0%+1.9%
Bank of New York Mellon Corp Diversified mechanical36.2K$1.2M0.0%-13.1%
CITADEL ADVISORS LLC Multistrat pod36.1K$1.2M0.0%+59.2%
TWO SIGMA INVESTMENTS, LP Quant stat arb35.0K$1.1M0.0%+23.2%
KEYBANK NATIONAL ASSOCIATION/OH Diversified mechanical34.8K$1.1M0.0%Held
JANE STREET GROUP, LLC Market maker33.1K$1.1M0.0%+138.1%
Fisher Asset Management, LLC Long only active32.7K$1.1M0.0%-1.0%
BANK OF AMERICA CORP /DE/ Bank broker31.9K$1.0M0.0%+14.2%
AMERIPRISE FINANCIAL INC Bank broker31.6K$1.0M0.0%+20.9%
Truvestments Capital LLC Other31.5K$1.0M0.2%-52.3%

Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.