HYSTER-YALE INC (HY) Institutional Shareholders

HYSTER-YALE INC (HY) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $304.95M in HY holdings during the latest filing period.

Blackrock, Inc. is currently the largest disclosed institutional shareholder of HY tracked by InsiderSet, reporting ownership valued at approximately $32.88M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $28.53M, representing an estimated loss of -13.23% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 55% of the total disclosed HY value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Gamco Investors, Inc. Et Al, Dimensional Fund Advisors Lp, and several other long-term asset managers with concentrated positions in HYSTER-YALE INC (HY).

This page ranks the largest institutional HY shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

146

Total Reported Value

$304.95M

Largest Holder

Blackrock, Inc.

Largest Position

$32.88M

Insider Transactions (90d)

16

Latest Filing Quarter

Q3 2026

New Institutional Positions

96

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Blackrock, Inc.0.00%937,868$32,881,658$28,529,945-$4,351,713-13.23%
Gamco Investors, Inc. Et Al0.25%788,021$27,628,016$23,971,599-$3,656,417-13.23%
Dimensional Fund Advisors Lp0.00%495,257$17,362,863$15,065,718-$2,297,145-13.23%
Vanguard Capital Management Llc0.00%467,943$16,406,082$14,234,826-$2,171,256-13.23%
Deprince Race & Zollo Inc0.24%413,935$14,512,561$12,591,903-$1,920,658-13.23%
American Century Companies Inc0.01%401,588$14,079,675$12,216,307-$1,863,368-13.23%
Valueworks Llc2.91%397,633$13,941,002$12,095,996-$1,845,006-13.23%
State Street Corp0.00%330,858$11,599,881$10,064,700-$1,535,181-13.23%
Geode Capital Management, Llc0.00%296,593$10,400,807$9,022,359-$1,378,448-13.25%
Russell Investments Group, Ltd.0.01%220,524$7,729,505$6,708,340-$1,021,165-13.21%
Acadian Asset Management Llc0.01%218,980$7,671,000$6,661,372-$1,009,628-13.16%
Mirae Asset Global Etfs Holdings Ltd.0.01%203,657$7,130,038$6,195,246-$934,792-13.11%
Proshare Advisors Llc0.01%195,376$6,849,883$5,943,338-$906,545-13.23%
Jacobs Levy Equity Management, Inc0.02%162,280$5,689,537$4,936,558-$752,979-13.23%
Goldman Sachs Group Inc0.00%128,665$4,511,001$3,913,989-$597,012-13.23%
Millennium Management Llc0.00%125,212$4,389,933$3,808,949-$580,984-13.23%
Morgan Stanley0.00%121,340$4,254,214$3,691,163-$563,051-13.24%
Aqr Capital Management Llc0.00%120,640$4,229,626$3,669,869-$559,757-13.23%
New York State Common Retirement Fund0.01%113,548$3,980,993$3,454,130-$526,863-13.23%
Charles Schwab Investment Management Inc0.00%111,308$3,902,458$3,385,989-$516,469-13.23%
Federated Hermes, Inc.0.01%107,697$3,775,857$3,276,143-$499,714-13.23%
Northern Trust Corp0.00%103,960$3,644,837$3,162,463-$482,374-13.23%
Bridgeway Capital Management, Llc0.06%103,753$3,637,580$3,156,166-$481,414-13.23%
Fmr Llc0.00%100,807$3,534,290$3,066,549-$467,741-13.23%
Vanguard Portfolio Management Llc0.00%95,863$3,360,957$2,916,152-$444,805-13.23%
Walleye Capital Llc0.02%94,963$3,329,403$2,888,774-$440,629-13.23%
D. E. Shaw & Co., Inc.0.00%85,697$3,004,537$2,606,903-$397,634-13.23%
Vanguard Fiduciary Trust Co0.00%76,371$2,677,567$2,323,206-$354,361-13.23%
Bank Of America Corp0.00%76,048$2,666,243$2,313,380-$352,863-13.23%
Empowered Funds, Llc0.01%75,753$2,655,900$2,304,406-$351,494-13.23%
Ubs Group Ag0.00%71,268$2,498,657$2,167,973-$330,684-13.23%
Mitsubishi Ufj Asset Management Co., Ltd.0.00%64,917$2,275,990$1,974,775-$301,215-13.23%
Isthmus Partners, Llc0.21%63,197$2,215,687$1,922,453-$293,234-13.23%
Gabelli Funds Llc0.01%56,200$1,970,372$1,709,604-$260,768-13.23%
Op Asset Management Ltd0.02%56,379$1,832,881$1,715,049-$117,832-6.43%
Pnc Financial Services Group, Inc.0.00%51,822$1,816,880$1,576,425-$240,455-13.23%
Arrowstreet Capital, Limited Partnership0.00%43,041$1,509,017$1,309,307-$199,710-13.23%
Johnson Investment Counsel Inc0.01%42,603$1,493,661$1,295,983-$197,678-13.23%
Cwm, Llc0.00%42,204$1,372,066$1,283,846-$88,220-6.43%
Mcdonald Partners Llc0.33%38,406$1,346,501$1,168,311-$178,190-13.23%
Bank Of New York Mellon Corp0.00%37,395$1,311,056$1,137,556-$173,500-13.23%
Renaissance Technologies LLCJim Simons0.00%37,200$1,304,232$1,131,624-$172,608-13.23%
Two Sigma Investments, Lp0.00%36,172$1,268,190$1,100,352-$167,838-13.23%
Victory Capital Management Inc0.00%35,500$1,244,630$1,079,910-$164,720-13.23%
Fisher Asset Management, Llc0.00%32,512$1,139,870$989,015-$150,855-13.23%
Nuveen, Llc0.00%32,159$1,127,495$978,277-$149,218-13.23%
Ameriprise Financial Inc0.00%31,640$1,109,298$962,489-$146,809-13.23%
Keybank National Association/Oh0.00%31,466$1,103,198$957,196-$146,002-13.23%
Pacific Ridge Capital Partners, Llc0.20%31,218$1,094,503$949,652-$144,851-13.23%
Citadel Advisors Llc0.00%30,016$1,052,361$913,087-$139,274-13.23%
Showing 50 of 146

Frequently asked questions about HY

  • Who are the largest institutional holders of HY?

    The largest institutional holders of HY reported in the latest SEC Form 13F filings include Blackrock, Inc., Gamco Investors, Inc. Et Al, Dimensional Fund Advisors Lp, Vanguard Capital Management Llc, and Deprince Race & Zollo Inc. InsiderSet ranks institutional holders by their latest reported HY position.

  • What is HY institutional ownership?

    This page tracks HY positions reported by institutional investment managers through SEC Form 13F. HYSTER-YALE INC (HY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own HY?

    InsiderSet currently tracks 146 institutional managers reporting HY holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of HY shareholders.

  • How much HY stock do institutions own?

    Institutional investment managers disclosed approximately $304.95M in HY holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was HY institutional ownership last updated?

    The latest HY institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.

  • Are institutional HY holdings real-time?

    No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its HY position after the reporting date.

  • Are institutions buying or selling HY?

    Institutional buying and selling can be analyzed by comparing HY positions across consecutive 13F reporting periods. InsiderSet's HY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View HY ownership changes.

  • How has HY institutional ownership changed over time?

    InsiderSet tracks HY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.