HYSTER-YALE INC HY
CL A · Common Stock · CUSIP 449172105
United States manufacturing company
- SectorIndustrials
- IndustryIndustrial Trucks, Tractors, Trailors & Stackers
- HeadquartersCleveland, OH
- Founded2012
- Websitehyster-yale.com
- FilingsSEC EDGAR
* 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
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 92 |
| Q4 2022 | 107 |
| Q1 2023 | 132 |
| Q2 2023 | 141 |
| Q3 2023 | 142 |
| Q4 2023 | 166 |
| Q1 2024 | 165 |
| Q2 2024 | 176 |
| Q3 2024 | 184 |
| Q4 2024 | 182 |
| Q1 2025 | 179 |
| Q2 2025 | 162 |
| Q3 2025 | 158 |
| Q4 2025 | 144 |
| Q1 2026 | 150 |
| Q2 2026 | 152 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 83 | 84 |
| Q4 2024 | 79 | 91 |
| Q1 2025 | 89 | 72 |
| Q2 2025 | 85 | 77 |
| Q3 2025 | 70 | 77 |
| Q4 2025 | 68 | 80 |
| Q1 2026 | 81 | 57 |
| Q2 2026 | 87 | 56 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $11.0k | $965.7k | 87.79 |
| Q4 2025 | $903.2k | $921.0k | 1.02 |
| Q1 2026 | $1.0m | $9.8k | 0.01 |
| Q2 2026 | $617.1k | $0 | 0.00 |
Biggest buyers
| DEPRINCE RACE & ZOLLO INC | Added | +146.5k |
| Walleye Capital LLC | Added | +86.9k |
| Russell Investments Group, Ltd. | Added | +61.9k |
| BANK OF AMERICA CORP /DE/ | Added | +44.2k |
| ACADIAN ASSET MANAGEMENT LLC | Added | +40.8k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | Added | +39.8k |
| VICTORY CAPITAL MANAGEMENT INC | New | +35.5k |
| UBS Group AG | Added | +32.5k |
| NEW YORK STATE COMMON RETIREMENT FUND | Added | +30.5k |
| Manatuck Hill Partners, LLC | New | +30.0k |
Biggest sellers
| Curbstone Financial Management Corp | Sold out | -107.4k |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -92.4k |
| D. E. Shaw & Co., Inc. | Reduced | -36.3k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Reduced | -34.4k |
| JANE STREET GROUP, LLC | Sold out | -33.1k |
| JPMORGAN CHASE & CO | Reduced | -32.2k |
| MARTINGALE ASSET MANAGEMENT L P | Sold out | -25.0k |
| GAMCO INVESTORS, INC. ET AL | Reduced | -23.0k |
| GSA CAPITAL PARTNERS LLP | Sold out | -19.6k |
| MORGAN STANLEY | Reduced | -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.
| Holder | Stake |
|---|---|
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% |
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
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 937.9k $32.9m | Added +29.4k |
| GAMCO INVESTORS, INC. ET AL 0.25% of their portfolio | 788.0k $27.6m | Reduced -23.0k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 495.3k $17.4m | Reduced -92.4k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 467.9k $16.4m | Reduced -7.8k |
| DEPRINCE RACE & ZOLLO INC 0.24% of their portfolio | 413.9k $14.5m | Added +146.5k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 401.6k $14.1m | Reduced -11.3k |
| VALUEWORKS LLC 2.91% of their portfolio | 397.6k $13.9m | Added +2.2k |
| STATE STREET CORP 0.00% of their portfolio | 330.9k $11.6m | Added +22.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 296.6k $10.4m | Reduced -630 |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 220.5k $7.7m | Added +61.9k |
| ACADIAN ASSET MANAGEMENT LLC 0.01% of their portfolio | 219.0k $7.7m | Added +40.8k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% of their portfolio | 203.7k $7.1m | Added +39.8k |
| ProShare Advisors LLC 0.01% of their portfolio | 195.4k $6.8m | Added +3.3k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.02% of their portfolio | 162.3k $5.7m | Reduced -10.7k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 128.7k $4.5m | Added +9.1k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 125.2k $4.4m | Reduced -11.2k |
| MORGAN STANLEY 0.00% of their portfolio | 121.3k $4.3m | Reduced -18.6k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 120.6k $4.2m | Added +12.4k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 113.5k $4.0m | Added +30.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 111.3k $3.9m | Added +1.7k |
| FEDERATED HERMES, INC. 0.01% of their portfolio | 107.7k $3.8m | Reduced -7.9k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 104.0k $3.6m | Added +907 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.06% of their portfolio | 103.8k $3.6m | Added +2.7k |
| FMR LLC 0.00% of their portfolio | 100.8k $3.5m | Added +9.7k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 95.9k $3.4m | Added +2.3k |
| Walleye Capital LLC 0.02% of their portfolio | 95.0k $3.3m | Added +86.9k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 85.7k $3.0m | Reduced -36.3k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 76.4k $2.7m | Added +445 |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 76.0k $2.7m | Added +44.2k |
| Empowered Funds, LLC 0.01% of their portfolio | 75.8k $2.7m | Added +2.7k |
| UBS Group AG 0.00% of their portfolio | 71.3k $2.5m | Added +32.5k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio | 64.9k $2.3m | Added +27.1k |
| ISTHMUS PARTNERS, LLC 0.21% of their portfolio | 63.2k $2.2m | Added +3.0k |
| GABELLI FUNDS LLC 0.01% of their portfolio | 56.2k $2.0m | Unchanged |
| OP Asset Management Ltd 0.02% of their portfolio | 54.5k $1.9m | Reduced -1.9k |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 54.3k $1.9m | Added +1.1k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 43.0k $1.5m | Reduced -34.4k |
| JOHNSON INVESTMENT COUNSEL INC 0.01% of their portfolio | 42.6k $1.5m | Unchanged |
| MCDONALD PARTNERS LLC 0.33% of their portfolio | 38.4k $1.3m | Reduced -6.2k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 37.4k $1.3m | Added +1.2k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 37.2k $1.3m | Reduced -6.2k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 36.2k $1.3m | Added +1.2k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 35.5k $1.2m | New |
| Fisher Asset Management, LLC 0.00% of their portfolio | 32.5k $1.1m | Reduced -140 |
| Nuveen, LLC 0.00% of their portfolio | 32.2k $1.1m | Added +8.9k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 31.6k $1.1m | Added +52 |
| KEYBANK NATIONAL ASSOCIATION/OH 0.00% of their portfolio | 31.5k $1.1m | Reduced -3.3k |
| Pacific Ridge Capital Partners, LLC 0.20% of their portfolio | 31.2k $1.1m | Added +3.4k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 30.0k $1.1m | Reduced -6.1k |
| Manatuck Hill Partners, LLC 0.35% of their portfolio | 30.0k $1.1m | New |
| Truvestments Capital LLC 0.15% of their portfolio | 29.0k $1.0m | Reduced -2.5k |
| Quantinno Capital Management LP 0.00% of their portfolio | 26.5k $928.2k | Added +10.3k |
| COOPER/HAIMS ADVISORS, LLC 0.39% of their portfolio | 25.6k $897.9k | New |
| VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% of their portfolio | 22.1k $774.8k | Added +600 |
| SEI INVESTMENTS CO 0.00% of their portfolio | 21.9k $767.7k | Reduced -1.5k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.01% of their portfolio | 21.8k $764.3k | Reduced -2.6k |
| Invesco Ltd. 0.00% of their portfolio | 21.4k $751.8k | Reduced -1.0k |
| Swiss National Bank 0.00% of their portfolio | 20.3k $711.7k | Added +3.7k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 20.0k $683.1k | Reduced -32.2k |
| Inspire Investing, LLC 0.03% of their portfolio | 19.6k $688.6k | Added +3.8k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 17.2k $602.5k | Unchanged |
| XTX Topco Ltd 0.01% of their portfolio | 16.7k $583.9k | Reduced -6.5k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 15.3k $536.0k | Added +1.1k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 14.8k $517.9k | Reduced -617 |
| ALLSTATE CORP 0.01% of their portfolio | 14.5k $509.9k | Added +38 |
| Creative Planning 0.00% of their portfolio | 14.3k $500.2k | Added +1.1k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio | 13.4k $468.7k | Added +123 |
| SHUFRO ROSE & CO LLC 0.03% of their portfolio | 13.0k $455.8k | Unchanged |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 12.8k $447.9k | Reduced -796 |
| Trexquant Investment LP 0.00% of their portfolio | 12.7k $443.9k | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 11.7k $409.6k | Added +781 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 11.5k $404.2k | Added +4.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 11.5k $403.1k | Reduced -258 |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 11.5k $402.5k | Reduced -13.8k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 10.8k $352.0k | Added +2.0k |
| Y-Intercept (Hong Kong) Ltd 0.01% of their portfolio | 10.4k $365.9k | New |
| NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio | 10.3k $360.1k | Added +225 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 10.2k $357.1k | Added +2.3k |
| STRS OHIO 0.00% of their portfolio | 9.8k $343.6k | Added +2.3k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 9.6k $337.0k | Added +1.5k |
| PRELUDE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 9.6k $336.1k | Added +2.8k |
| Amundi 0.00% of their portfolio | 9.4k $329.9k | Reduced -3.1k |
| Parvin Asset Management, LLC 0.25% of their portfolio | 9.1k $318.9k | Added +225 |
| Man Group plc 0.00% of their portfolio | 9.0k $313.9k | New |
| ZACKS INVESTMENT MANAGEMENT 0.00% of their portfolio | 8.6k $301.0k | Reduced -6 |
| LANARK FINANCIAL, INC. 0.02% of their portfolio | 8.4k $294.7k | Unchanged |
| Dynamic Technology Lab Private Ltd 0.07% of their portfolio | 8.3k $292.0k | New |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio | 8.3k $290.7k | New |
| CITIGROUP INC 0.00% of their portfolio | 7.8k $274.9k | Added +5.5k |
| Quadrature Capital Ltd 0.00% of their portfolio | 7.7k $270.2k | New |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 7.7k $268.9k | Reduced -1.3k |
| Kohmann Bosshard Financial Services, LLC 0.02% of their portfolio | 7.3k $257.6k | Unchanged |
| IEQ CAPITAL, LLC 0.00% of their portfolio | 7.3k $256.9k | New |
| Olympiad Research LP 0.51% of their portfolio | 7.0k $245.8k | New |
| Legal & General Group Plc 0.00% of their portfolio | 6.7k $236.4k | Reduced -712 |
| MetLife Investment Management, LLC 0.00% of their portfolio | 6.5k $227.4k | Unchanged |
| Brevan Howard Capital Management LP 0.00% of their portfolio | 6.3k $221.8k | New |
| STEINBERGANNA WEALTH MANAGEMENT 0.09% of their portfolio | 6.2k $218.9k | New |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC 0.05% of their portfolio | 5.9k $208.3k | Reduced -4.1k |
| Vident Advisory, LLC 0.00% of their portfolio | 5.8k $202.8k | New |