Vault-13

HYSTER-YALE INC HY

CL A · Common Stock · CUSIP 449172105

United States manufacturing company

152 institutional holders +2 vs Q1 2026
8,613,5868.6m shares reported held*
$301.9mreported value*
20 new 67 added 40 reduced 16 sold out net bought ≈ $9.5m (+270.3k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($3.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $35.05. Options: 2 managers hold calls ($617.1k notional), 0 hold puts (—).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 92Q4 22: 107Q1 23: 132Q2 23: 141Q3 23: 142Q4 23: 166Q1 24: 165Q2 24: 176Q3 24: 184Q4 24: 182Q1 25: 179Q2 25: 162Q3 25: 158Q4 25: 144Q1 26: 150Q2 26: 152152Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202292
Q4 2022107
Q1 2023132
Q2 2023141
Q3 2023142
Q4 2023166
Q1 2024165
Q2 2024176
Q3 2024184
Q4 2024182
Q1 2025179
Q2 2025162
Q3 2025158
Q4 2025144
Q1 2026150
Q2 2026152

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 83 bought or addedQ3 24: 84 cut or sold outQ4 24: 79 bought or addedQ4 24: 91 cut or sold outQ4 24Q1 25: 89 bought or addedQ1 25: 72 cut or sold outQ2 25: 85 bought or addedQ2 25: 77 cut or sold outQ2 25Q3 25: 70 bought or addedQ3 25: 77 cut or sold outQ4 25: 68 bought or addedQ4 25: 80 cut or sold outQ4 25Q1 26: 81 bought or addedQ1 26: 57 cut or sold outQ2 26: 87 bought or addedQ2 26: 56 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20248384
Q4 20247991
Q1 20258972
Q2 20258577
Q3 20257077
Q4 20256880
Q1 20268157
Q2 20268756

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$500k$1m$1.5mQ3 25 calls: $11.0kQ3 25 puts: $965.7kQ3 25P/C 87.79Q4 25 calls: $903.2kQ4 25 puts: $921.0kQ4 25P/C 1.02Q1 26 calls: $1.0mQ1 26 puts: $9.8kQ1 26P/C 0.01Q2 26 calls: $617.1kQ2 26 puts: $0Q2 26P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2025$11.0k$965.7k87.79
Q4 2025$903.2k$921.0k1.02
Q1 2026$1.0m$9.8k0.01
Q2 2026$617.1k$00.00

Biggest buyers

DEPRINCE RACE & ZOLLO INC Added +146,456+146.5k
Walleye Capital LLC Added +86,946+86.9k
Russell Investments Group, Ltd. Added +61,938+61.9k
BANK OF AMERICA CORP /DE/ Added +44,181+44.2k
ACADIAN ASSET MANAGEMENT LLC Added +40,778+40.8k
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Added +39,750+39.8k
VICTORY CAPITAL MANAGEMENT INC New +35,500+35.5k
UBS Group AG Added +32,469+32.5k
NEW YORK STATE COMMON RETIREMENT FUND Added +30,497+30.5k
Manatuck Hill Partners, LLC New +30,000+30.0k

Biggest sellers

Curbstone Financial Management Corp Sold out -107,398-107.4k
DIMENSIONAL FUND ADVISORS LP Reduced -92,426-92.4k
D. E. Shaw & Co., Inc. Reduced -36,283-36.3k
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Reduced -34,358-34.4k
JANE STREET GROUP, LLC Sold out -33,108-33.1k
JPMORGAN CHASE & CO Reduced -32,247-32.2k
MARTINGALE ASSET MANAGEMENT L P Sold out -25,018-25.0k
GAMCO INVESTORS, INC. ET AL Reduced -23,036-23.0k
GSA CAPITAL PARTNERS LLP Sold out -19,638-19.6k
MORGAN STANLEY Reduced -18,573-18.6k

Biggest calls

SIMPLEX TRADING, LLC Reduced $385.7k11.0k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $231.4k6.6k shares

Biggest puts

None

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
GAMCO INVESTORS, INC. ET AL 13D · may seek influence filed 2025-11-06
Stated purposeThe Reporting Persons file the long form Schedule 13D pursuant to Section 13d-1 of the Securities Exchange Act of 1934 (the "Act") even though they may be technically eligible to file the short form Schedule G. Because the Reporting Persons may regularly communicate with the Issuer's management, filing the Schedule 13D ensures that these conversations are compliant with the reporting obligations under the Exchange Act. Full filing
5.7% 819.9k≈ $28.7m 2025-11-06

Fell to 5% or below in the last year: VANGUARD GROUP INC (4.9%, 2026-01-30)

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported since 1 Apr 2026.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.00% of their portfolio New York, NY 937,868937.9k $32.9m $32.9m 0.00% Added +29.4k +29,356
2 GAMCO INVESTORS, INC. ET AL 0.25% of their portfolio GREENWICH, CT 788,021788.0k $27.6m $27.6m 0.25% Reduced -23.0k -23,036
3 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 495,257495.3k $17.4m $17.4m 0.00% Reduced -92.4k -92,426
4 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 467,943467.9k $16.4m $16.4m 0.00% Reduced -7.8k -7,848
5 DEPRINCE RACE & ZOLLO INC 0.24% of their portfolio Winter Park, FL 413,935413.9k $14.5m $14.5m 0.24% Added +146.5k +146,456
6 AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio KANSAS CITY, MO 401,588401.6k $14.1m $14.1m 0.01% Reduced -11.3k -11,293
7 VALUEWORKS LLC 2.91% of their portfolio NEW YORK, NY 397,633397.6k $13.9m $13.9m 2.91% Added +2.2k +2,250
8 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 330,858330.9k $11.6m $11.6m 0.00% Added +22.0k +21,954
9 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 296,593296.6k $10.4m $10.4m 0.00% Reduced -630 -630
10 Russell Investments Group, Ltd. 0.01% of their portfolio Seattle, WA 220,524220.5k $7.7m $7.7m 0.01% Added +61.9k +61,938
11 ACADIAN ASSET MANAGEMENT LLC 0.01% of their portfolio Boston, MA 218,980219.0k $7.7m $7.7m 0.01% Added +40.8k +40,778
12 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% of their portfolio CAUSEWAY BAY, K3 203,657203.7k $7.1m $7.1m 0.01% Added +39.8k +39,750
13 ProShare Advisors LLC 0.01% of their portfolio BETHESDA, MD 195,376195.4k $6.8m $6.8m 0.01% Added +3.3k +3,308
14 JACOBS LEVY EQUITY MANAGEMENT, INC 0.02% of their portfolio FLORHAM PARK, NJ 162,280162.3k $5.7m $5.7m 0.02% Reduced -10.7k -10,713
15 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 128,665128.7k $4.5m $4.5m 0.00% Added +9.1k +9,079
16 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 125,212125.2k $4.4m $4.4m 0.00% Reduced -11.2k -11,173
17 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 121,340121.3k $4.3m $4.3m 0.00% Reduced -18.6k -18,573
18 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 120,640120.6k $4.2m $4.2m 0.00% Added +12.4k +12,440
19 NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio ALBANY, NY 113,548113.5k $4.0m $4.0m 0.01% Added +30.5k +30,497
20 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 111,308111.3k $3.9m $3.9m 0.00% Added +1.7k +1,745
21 FEDERATED HERMES, INC. 0.01% of their portfolio PITTSBURGH, PA 107,697107.7k $3.8m $3.8m 0.01% Reduced -7.9k -7,912
22 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 103,960104.0k $3.6m $3.6m 0.00% Added +907 +907
23 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.06% of their portfolio HOUSTON, TX 103,753103.8k $3.6m $3.6m 0.06% Added +2.7k +2,728
24 FMR LLC 0.00% of their portfolio BOSTON, MA 100,807100.8k $3.5m $3.5m 0.00% Added +9.7k +9,718
25 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 95,86395.9k $3.4m $3.4m 0.00% Added +2.3k +2,298
26 Walleye Capital LLC 0.02% of their portfolio NEW YORK, NY 94,96395.0k $3.3m $3.3m 0.02% Added +86.9k +86,946
27 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 85,69785.7k $3.0m $3.0m 0.00% Reduced -36.3k -36,283
28 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 76,37176.4k $2.7m $2.7m 0.00% Added +445 +445
29 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 76,04876.0k $2.7m $2.7m 0.00% Added +44.2k +44,181
30 Empowered Funds, LLC 0.01% of their portfolio NEWTOWN SQUARE, PA 75,75375.8k $2.7m $2.7m 0.01% Added +2.7k +2,728
31 UBS Group AG 0.00% of their portfolio ZURICH, V8 71,26871.3k $2.5m $2.5m 0.00% Added +32.5k +32,469
32 Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio TOKYO, M0 64,91764.9k $2.3m $2.3m 0.00% Added +27.1k +27,064
33 ISTHMUS PARTNERS, LLC 0.21% of their portfolio MADISON, WI 63,19763.2k $2.2m $2.2m 0.21% Added +3.0k +2,970
34 GABELLI FUNDS LLC 0.01% of their portfolio Rye, NY 56,20056.2k $2.0m $2.0m 0.01% Unchanged
35 OP Asset Management Ltd 0.02% of their portfolio HELSINKI, H9 54,47254.5k $1.9m $1.9m 0.02% Reduced -1.9k -1,907
36 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 54,33254.3k $1.9m $1.9m 0.00% Added +1.1k +1,138
37 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio BOSTON, MA 43,04143.0k $1.5m $1.5m 0.00% Reduced -34.4k -34,358
38 JOHNSON INVESTMENT COUNSEL INC 0.01% of their portfolio Cincinnati, OH 42,60342.6k $1.5m $1.5m 0.01% Unchanged
39 MCDONALD PARTNERS LLC 0.33% of their portfolio CLEVELAND, OH 38,40638.4k $1.3m $1.3m 0.33% Reduced -6.2k -6,250
40 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 37,39537.4k $1.3m $1.3m 0.00% Added +1.2k +1,181
41 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 37,20037.2k $1.3m $1.3m 0.00% Reduced -6.2k -6,200
42 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 36,17236.2k $1.3m $1.3m 0.00% Added +1.2k +1,219
43 VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio San Antonio, TX 35,50035.5k $1.2m $1.2m 0.00% New
44 Fisher Asset Management, LLC 0.00% of their portfolio PLANO, TX 32,51232.5k $1.1m $1.1m 0.00% Reduced -140 -140
45 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 32,15932.2k $1.1m $1.1m 0.00% Added +8.9k +8,875
46 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 31,64031.6k $1.1m $1.1m 0.00% Added +52 +52
47 KEYBANK NATIONAL ASSOCIATION/OH 0.00% of their portfolio BROOKLYN, OH 31,46631.5k $1.1m $1.1m 0.00% Reduced -3.3k -3,300
48 Pacific Ridge Capital Partners, LLC 0.20% of their portfolio LAKE OSWEGO, OR 31,21831.2k $1.1m $1.1m 0.20% Added +3.4k +3,375
49 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 30,01630.0k $1.1m $1.1m 0.00% Reduced -6.1k -6,096
50 Manatuck Hill Partners, LLC 0.35% of their portfolio WESTPORT, CT 30,00030.0k $1.1m $1.1m 0.35% New
51 Truvestments Capital LLC 0.15% of their portfolio SARASOTA, FL 29,04929.0k $1.0m $1.0m 0.15% Reduced -2.5k -2,497
52 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 26,47426.5k $928.2k $928.2k 0.00% Added +10.3k +10,343
53 COOPER/HAIMS ADVISORS, LLC 0.39% of their portfolio VICTOR, NY 25,61125.6k $897.9k $897.9k 0.39% New
54 VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% of their portfolio RICHMOND, VA 22,10022.1k $774.8k $774.8k 0.00% Added +600 +600
55 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 21,89621.9k $767.7k $767.7k 0.00% Reduced -1.5k -1,467
56 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.01% of their portfolio BALA CYNWYD, PA 21,80021.8k $764.3k $764.3k 0.01% Reduced -2.6k -2,640
57 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 21,44421.4k $751.8k $751.8k 0.00% Reduced -1.0k -1,006
58 Swiss National Bank 0.00% of their portfolio ZURICH, V8 20,30020.3k $711.7k $711.7k 0.00% Added +3.7k +3,700
59 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 19,95620.0k $683.1k $683.1k 0.00% Reduced -32.2k -32,247
60 Inspire Investing, LLC 0.03% of their portfolio MERIDIAN, ID 19,64119.6k $688.6k $688.6k 0.03% Added +3.8k +3,804
61 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 17,18617.2k $602.5k $602.5k 0.00% Unchanged
62 XTX Topco Ltd 0.01% of their portfolio LONDON, X0 16,65516.7k $583.9k $583.9k 0.01% Reduced -6.5k -6,539
63 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 15,27615.3k $536.0k $536.0k 0.00% Added +1.1k +1,090
64 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 14,77314.8k $517.9k $517.9k 0.00% Reduced -617 -617
65 ALLSTATE CORP 0.01% of their portfolio NORTHBROOK, IL 14,54514.5k $509.9k $509.9k 0.01% Added +38 +38
66 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 14,26814.3k $500.2k $500.2k 0.00% Added +1.1k +1,137
67 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio COLUMBUS, OH 13,36913.4k $468.7k $468.7k 0.00% Added +123 +123
68 SHUFRO ROSE & CO LLC 0.03% of their portfolio NEW YORK, NY 13,00013.0k $455.8k $455.8k 0.03% Unchanged
69 Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio SEOUL, M5 12,77412.8k $447.9k $447.9k 0.00% Reduced -796 -796
70 Trexquant Investment LP 0.00% of their portfolio STAMFORD, CT 12,66112.7k $443.9k $443.9k 0.00% New
71 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 11,68211.7k $409.6k $409.6k 0.00% Added +781 +781
72 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 11,53011.5k $404.2k $404.2k 0.00% Added +4.8k +4,758
73 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 11,49711.5k $403.1k $403.1k 0.00% Reduced -258 -258
74 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 11,48111.5k $402.5k $402.5k 0.00% Reduced -13.8k -13,811
75 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 10,82810.8k $352.0k $352.0k 0.00% Added +2.0k +2,000
76 Y-Intercept (Hong Kong) Ltd 0.01% of their portfolio HONG KONG, K3 10,43610.4k $365.9k $365.9k 0.01% New
77 NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio NEW YORK, NY 10,27110.3k $360.1k $360.1k 0.00% Added +225 +225
78 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 10,18610.2k $357.1k $357.1k 0.00% Added +2.3k +2,257
79 STRS OHIO 0.00% of their portfolio COLUMBUS, OH 9,8009.8k $343.6k $343.6k 0.00% Added +2.3k +2,300
80 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 9,6129.6k $337.0k $337.0k 0.00% Added +1.5k +1,509
81 PRELUDE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio NEW YORK, NY 9,5859.6k $336.1k $336.1k 0.02% Added +2.8k +2,825
82 Amundi 0.00% of their portfolio Paris, I0 9,4099.4k $329.9k $329.9k 0.00% Reduced -3.1k -3,111
83 Parvin Asset Management, LLC 0.25% of their portfolio SIOUX FALLS, SD 9,0959.1k $318.9k $318.9k 0.25% Added +225 +225
84 Man Group plc 0.00% of their portfolio LONDON, X0 8,9529.0k $313.9k $313.9k 0.00% New
85 ZACKS INVESTMENT MANAGEMENT 0.00% of their portfolio Chicago, IL 8,5858.6k $301.0k $301.0k 0.00% Reduced -6 -6
86 LANARK FINANCIAL, INC. 0.02% of their portfolio BIRMINGHAM, AL 8,4058.4k $294.7k $294.7k 0.02% Unchanged
87 Dynamic Technology Lab Private Ltd 0.07% of their portfolio SINGAPORE, U0 8,3168.3k $292.0k $292.0k 0.07% New
88 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio TALLAHASSEE, FL 8,2928.3k $290.7k $290.7k 0.00% New
89 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 7,8407.8k $274.9k $274.9k 0.00% Added +5.5k +5,480
90 Quadrature Capital Ltd 0.00% of their portfolio LONDON, X0 7,7087.7k $270.2k $270.2k 0.00% New
91 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 7,6717.7k $268.9k $268.9k 0.00% Reduced -1.3k -1,292
92 Kohmann Bosshard Financial Services, LLC 0.02% of their portfolio FAIRLAWN, OH 7,3467.3k $257.6k $257.6k 0.02% Unchanged
93 IEQ CAPITAL, LLC 0.00% of their portfolio Foster City, CA 7,3277.3k $256.9k $256.9k 0.00% New
94 Olympiad Research LP 0.51% of their portfolio Stamford, CT 7,0127.0k $245.8k $245.8k 0.51% New
95 Legal & General Group Plc 0.00% of their portfolio London, X0 6,7426.7k $236.4k $236.4k 0.00% Reduced -712 -712
96 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 6,4866.5k $227.4k $227.4k 0.00% Unchanged
97 Brevan Howard Capital Management LP 0.00% of their portfolio ST. HELIER, Y9 6,3256.3k $221.8k $221.8k 0.00% New
98 STEINBERGANNA WEALTH MANAGEMENT 0.09% of their portfolio HUNTINGTON, NY 6,2456.2k $218.9k $218.9k 0.09% New
99 DUMONT & BLAKE INVESTMENT ADVISORS LLC 0.05% of their portfolio PRINCETON, NJ 5,9425.9k $208.3k $208.3k 0.05% Reduced -4.1k -4,091
100 Vident Advisory, LLC 0.00% of their portfolio Alpharetta, GA 5,7835.8k $202.8k $202.8k 0.00% New