DaveManuel.com · Institutional Ownership · Who Owns It
HYSTER-YALE INC (HY)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
153
Reporting holders
$306.0M
Reported value
0.2%
Calls
0.0%
Puts
+3
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $32.9M | 937,868 | 0.00% | 8q | +3.2%+$1.0M |
| GAMCO INVESTORS, INC. ET AL | $27.6M | 788,021 | 0.25% | 28q | -2.8%-$807.6K |
| DIMENSIONAL FUND ADVISORS LP | $17.4M | 495,257 | 0.00% | 31q | -15.7%-$3.2M |
| VANGUARD CAPITAL MANAGEMENT LLC | $16.4M | 467,943 | 0.00% | 2q | -1.6%-$275.2K |
| DEPRINCE RACE & ZOLLO INC | $14.5M | 413,935 | 0.24% | 2q | +54.8%+$5.1M |
| AMERICAN CENTURY COMPANIES INC | $14.1M | 401,588 | 0.01% | 14q | -2.7%-$395.9K |
| VALUEWORKS LLC | $13.9M | 397,633 | 2.91% | 14q | +0.6%+$78.9K |
| STATE STREET CORP | $11.6M | 330,858 | 0.00% | 31q | +7.1%+$769.7K |
| GEODE CAPITAL MANAGEMENT, LLC | $10.4M | 296,593 | 0.00% | 31q | HELD |
| Russell Investments Group, Ltd. | $7.7M | 220,524 | 0.01% | 31q | +39.1%+$2.2M |
| ACADIAN ASSET MANAGEMENT LLC | $7.7M | 218,980 | 0.01% | 15q | +22.9%+$1.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $7.1M | 203,657 | 0.01% | 9q | +24.3%+$1.4M |
| ProShare Advisors LLC | $6.8M | 195,376 | 0.01% | 14q | +1.7%+$116.0K |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $5.7M | 162,280 | 0.02% | 11q | -6.2%-$375.6K |
| GOLDMAN SACHS GROUP INC | $4.5M | 128,665 | 0.00% | 31q | +7.6%+$318.3K |
| MILLENNIUM MANAGEMENT LLC | $4.4M | 125,212 | 0.00% | 16q | -8.2%-$391.7K |
| MORGAN STANLEY | $4.3M | 121,340 | 0.00% | 35q | -13.3%-$651.2K |
| AQR CAPITAL MANAGEMENT LLC | $4.2M | 120,640 | 0.00% | 16q | +11.5%+$436.1K |
| NEW YORK STATE COMMON RETIREMENT FUND | $4.0M | 113,548 | 0.01% | 31q | +36.7%+$1.1M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $3.9M | 111,308 | 0.00% | 31q | +1.6%+$61.2K |
| FEDERATED HERMES, INC. | $3.8M | 107,697 | 0.01% | 14q | -6.8%-$277.4K |
| NORTHERN TRUST CORP | $3.6M | 103,960 | 0.00% | 31q | +0.9%+$31.8K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $3.6M | 103,753 | 0.06% | 7q | +2.7%+$95.6K |
| FMR LLC | $3.5M | 100,807 | 0.00% | 31q | +10.7%+$340.7K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $3.4M | 95,863 | 0.00% | 2q | +2.5%+$80.6K |
| Walleye Capital LLC | $3.3M | 94,963 | 0.01% | 2q | +1084.5%+$3.0M |
| D. E. Shaw & Co., Inc. | $3.0M | 85,697 | 0.00% | 9q | -29.7%-$1.3M |
| VANGUARD FIDUCIARY TRUST CO | $2.7M | 76,371 | 0.00% | 2q | +0.6%+$15.6K |
| BANK OF AMERICA CORP /DE/ | $2.7M | 76,048 | 0.00% | 31q | +138.6%+$1.5M |
| Empowered Funds, LLC | $2.7M | 75,753 | 0.01% | 2q | +3.7%+$95.6K |
| UBS Group AG | $2.5M | 71,268 | 0.00% | 31q | +83.7%+$1.1M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $2.3M | 64,917 | 0.00% | 21q | +71.5%+$948.9K |
| ISTHMUS PARTNERS, LLC | $2.2M | 63,197 | 0.21% | 31q | +4.9%+$104.1K |
| GABELLI FUNDS LLC | $2.0M | 56,200 | 0.01% | 23q | HELD |
| OP Asset Management Ltd | $1.9M | 54,472 | 0.02% | 6q | -3.4%-$66.9K |
| PNC Financial Services Group, Inc. | $1.9M | 54,332 | 0.00% | 15q | +2.1%+$39.9K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $1.5M | 43,041 | 0.00% | 6q | -44.4%-$1.2M |
| JOHNSON INVESTMENT COUNSEL INC | $1.5M | 42,603 | 0.01% | 31q | HELD |
| MCDONALD PARTNERS LLC | $1.3M | 38,406 | 0.33% | 18q | -14.0%-$219.1K |
| Bank of New York Mellon Corp | $1.3M | 37,395 | 0.00% | 31q | +3.3%+$41.4K |
| RENAISSANCE TECHNOLOGIES LLC | $1.3M | 37,200 | 0.00% | 14q | -14.3%-$217.4K |
| TWO SIGMA INVESTMENTS, LP | $1.3M | 36,172 | 0.00% | 9q | +3.5%+$42.7K |
| VICTORY CAPITAL MANAGEMENT INC | $1.2M | 35,500 | 0.00% | new | NEW |
| Fisher Asset Management, LLC | $1.1M | 32,512 | 0.00% | 19q | HELD |
| Nuveen, LLC | $1.1M | 32,159 | 0.00% | 6q | +38.1%+$311.2K |
| AMERIPRISE FINANCIAL INC | $1.1M | 31,640 | 0.00% | 11q | HELD |
| KEYBANK NATIONAL ASSOCIATION/OH | $1.1M | 31,466 | 0.00% | 31q | -9.5%-$115.7K |
| Pacific Ridge Capital Partners, LLC | $1.1M | 31,218 | 0.20% | 4q | +12.1%+$118.3K |
| CITADEL ADVISORS LLC | $1.1M | 30,016 | 0.00% | 22q | -16.9%-$213.7K |
| Manatuck Hill Partners, LLC | $1.1M | 30,000 | 0.35% | new | NEW |
| Truvestments Capital LLC | $1.0M | 29,049 | 0.15% | 10q | -7.9%-$87.5K |
| Quantinno Capital Management LP | $928.2K | 26,474 | 0.00% | 3q | +64.1%+$362.6K |
| COOPER/HAIMS ADVISORS, LLC | $897.9K | 25,611 | 0.39% | new | NEW |
| VIRGINIA RETIREMENT SYSTEMS ET Al | $774.8K | 22,100 | 0.00% | 6q | +2.8%+$21.0K |
| SEI INVESTMENTS CO | $767.7K | 21,896 | 0.00% | 13q | -6.3%-$51.4K |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $764.3K | 21,800 | 0.01% | 3q | -10.8%-$92.6K |
| Invesco Ltd. | $751.8K | 21,444 | 0.00% | 31q | -4.5%-$35.3K |
| Swiss National Bank | $711.7K | 20,300 | 0.00% | 31q | +22.3%+$129.7K |
| Inspire Investing, LLC | $688.6K | 19,641 | 0.03% | 9q | +24.0%+$133.4K |
| JPMORGAN CHASE & CO | $683.1K | 19,956 | 0.00% | 31q | -61.8%-$1.1M |
| Vanguard Global Advisers, LLC | $602.5K | 17,186 | 0.00% | 2q | HELD |
| XTX Topco Ltd | $583.9K | 16,655 | 0.01% | 3q | -28.2%-$229.3K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $536.0K | 15,276 | 0.00% | 15q | +7.7%+$38.2K |
| RHUMBLINE ADVISERS | $517.9K | 14,773 | 0.00% | 31q | -4.0%-$21.6K |
| ALLSTATE CORP | $509.9K | 14,545 | 0.01% | 2q | HELD |
| Creative Planning | $500.2K | 14,268 | 0.00% | 3q | +8.7%+$39.9K |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $468.7K | 13,369 | 0.00% | 10q | +0.9%+$4.3K |
| SHUFRO ROSE & CO LLC | $455.8K | 13,000 | 0.03% | 2q | HELD |
| Mirae Asset Global Investments Co., Ltd. | $447.9K | 12,774 | 0.00% | 24q | -5.9%-$27.9K |
| Trexquant Investment LP | $443.9K | 12,661 | 0.00% | new | NEW |
| DEUTSCHE BANK AG\ | $409.6K | 11,682 | 0.00% | 34q | +7.2%+$27.4K |
| WELLS FARGO & COMPANY/MN | $404.2K | 11,530 | 0.00% | 31q | +70.3%+$166.8K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $403.1K | 11,497 | 0.00% | 14q | -2.2%-$9.0K |
| FRANKLIN RESOURCES INC | $402.5K | 11,481 | 0.00% | 13q | -54.6%-$484.2K |
| SIMPLEX TRADING, LLC | $385.7K CALL | options only | 0.00% | 11q | OPTIONS |
| Y-Intercept (Hong Kong) Ltd | $365.9K | 10,436 | 0.01% | new | NEW |
| NEUBERGER BERMAN GROUP LLC | $360.1K | 10,271 | 0.00% | 2q | +2.2%+$7.9K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $357.1K | 10,186 | 0.00% | 31q | +28.5%+$79.1K |
| ALLIANCEBERNSTEIN L.P. | $352.0K | 10,828 | 0.00% | 13q | +22.7%+$65.0K |
| STRS OHIO | $343.6K | 9,800 | 0.00% | 15q | +30.7%+$80.6K |
| RAYMOND JAMES FINANCIAL INC | $337.0K | 9,612 | 0.00% | 7q | +18.6%+$52.9K |
| PRELUDE CAPITAL MANAGEMENT, LLC | $336.1K | 9,585 | 0.02% | 4q | +41.8%+$99.0K |
| Amundi | $329.9K | 9,409 | 0.00% | 4q | -24.8%-$109.1K |
| Parvin Asset Management, LLC | $318.9K | 9,095 | 0.25% | 3q | +2.5%+$7.9K |
| Man Group plc | $313.9K | 8,952 | 0.00% | new | NEW |
| ZACKS INVESTMENT MANAGEMENT | $301.0K | 8,585 | 0.00% | 5q | HELD |
| LANARK FINANCIAL, INC. | $294.7K | 8,405 | 0.02% | 12q | HELD |
| Dynamic Technology Lab Private Ltd | $292.0K | 8,316 | 0.07% | new | NEW |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $290.7K | 8,292 | 0.00% | new | NEW |
| CITIGROUP INC | $274.9K | 7,840 | 0.00% | 31q | +232.2%+$192.1K |
| Quadrature Capital Ltd | $270.2K | 7,708 | 0.00% | new | NEW |
| BNP PARIBAS FINANCIAL MARKETS | $268.9K | 7,671 | 0.00% | 31q | -14.4%-$45.3K |
| Kohmann Bosshard Financial Services, LLC | $257.6K | 7,346 | 0.02% | 14q | HELD |
| IEQ CAPITAL, LLC | $256.9K | 7,327 | 0.00% | new | NEW |
| Olympiad Research LP | $245.8K | 7,012 | 0.51% | new | NEW |
| Legal & General Group Plc | $236.4K | 6,742 | 0.00% | 31q | -9.6%-$25.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $231.4K CALL | options only | 0.00% | 14q | OPTIONS |
| MetLife Investment Management, LLC | $227.4K | 6,486 | 0.00% | 32q | HELD |
| Brevan Howard Capital Management LP | $221.8K | 6,325 | 0.00% | new | NEW |
| STEINBERGANNA WEALTH MANAGEMENT | $218.9K | 6,245 | 0.09% | new | NEW |
Showing the largest 100 of 153 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-10-15 | 2026-10-14 | Directors or officers departed or appointed | filing |
| 2026-08-06 | 2026-08-01 | Directors or officers departed or appointed | filing |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 30 | $19.2M | 611,380 | 7 | 10 | 11 | 0.0% |
| Q2 2026 | 153 | $306.0M | 8,711,936 | 20 | 63 | 37 | 0.2% |
| Q1 2026 | 150 | $277.2M | 8,496,377 | 18 | 60 | 41 | 0.4% |
| Q4 2025 | 144 | $241.7M | 8,070,792 | 19 | 51 | 46 | 0.8% |
| Q3 2025 | 157 | $304.2M | 8,226,989 | 17 | 50 | 51 | 0.3% |
| Q2 2025 | 163 | $340.2M | 8,551,799 | 13 | 70 | 44 | 0.0% |
| Q1 2025 | 179 | $354.3M | 8,527,441 | 21 | 70 | 49 | 0.0% |
| Q4 2024 | 180 | $436.4M | 8,555,166 | 22 | 58 | 61 | 0.1% |
| Q3 2024 | 184 | $544.9M | 8,517,069 | 31 | 47 | 61 | 0.3% |
| Q2 2024 | 176 | $605.1M | 8,658,151 | 34 | 61 | 57 | 0.2% |
| Q1 2024 | 163 | $557.6M | 8,732,137 | 24 | 60 | 52 | 0.3% |
| Q4 2023 | 165 | $524.3M | 8,409,141 | 29 | 57 | 44 | 0.3% |
| Q3 2023 | 140 | $355.8M | 7,965,445 | 16 | 55 | 42 | 0.2% |
| Q2 2023 | 143 | $426.1M | 7,598,710 | 23 | 40 | 50 | 0.4% |
| Q1 2023 | 134 | $454.7M | 9,079,446 | 37 | 41 | 37 | 0.4% |
| Q4 2022 | 105 | $184.9M | 7,300,743 | 19 | 31 | 37 | 0.1% |
| Q3 2022 | 89 | $740.2M | 34,414,662 | 13 | 34 | 24 | 0.0% |
| Q2 2022 | 97 | $571.3M | 17,672,010 | 12 | 32 | 36 | 0.2% |
| Q1 2022 | 103 | $284.6M | 8,521,278 | 14 | 34 | 37 | 0.5% |
| Q4 2021 | 102 | $422.1M | 10,205,919 | 12 | 41 | 28 | 0.6% |
| Q3 2021 | 114 | $526.5M | 10,445,063 | 11 | 34 | 43 | 0.3% |
| Q2 2021 | 124 | $770.8M | 10,535,938 | 8 | 37 | 49 | 0.3% |
| Q1 2021 | 129 | $919.0M | 10,432,369 | 24 | 33 | 49 | 0.8% |
| Q4 2020 | 118 | $671.2M | 11,258,259 | 18 | 27 | 42 | 0.1% |
| Q3 2020 | 107 | $398.9M | 10,727,799 | 16 | 26 | 37 | 0.1% |
| Q2 2020 | 105 | $423.3M | 10,944,438 | 8 | 36 | 32 | 0.1% |
| Q1 2020 | 107 | $641.7M | 15,985,960 | 13 | 30 | 38 | 0.1% |
| Q4 2019 | 114 | $664.4M | 11,225,159 | 7 | 37 | 40 | 0.4% |
| Q3 2019 | 124 | $602.1M | 10,931,095 | 18 | 43 | 33 | 0.6% |
| Q2 2019 | 119 | $622.1M | 11,136,393 | 13 | 38 | 38 | 1.1% |
| Q1 2019 | 127 | $707.2M | 11,354,604 | 16 | 36 | 34 | 0.4% |
| Q4 2018 | 129 | $5.6B | 89,735,844 | 2 | 2 | 4 | 0.0% |