Who owns Hyster-Yale Materials Handling, Inc. (HY)
Which tracked institutional funds hold HY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See HY company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
38 tracked funds added or opened HY while 15 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
HY’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes HY more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in HY divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 147 tracked filers holding HY, 85 increased or opened the position and 62 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in HY between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 5
- VANGUARD CAPITAL MANAGEMENT LLC$15M
- DEPRINCE RACE & ZOLLO INC$9M
- VANGUARD PORTFOLIO MANAGEMENT LLC$3M
- VANGUARD FIDUCIARY TRUST CO$2M
- Vanguard Global Advisers, LLC$559K
Full exits 9
- VANGUARD GROUP INC$21M
- Impala Asset Management LLC$1M
- MACKENZIE FINANCIAL CORP$1M
- ALGERT GLOBAL LLC$1M
- TWO SIGMA ADVISERS, LP$865K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$741K
Largest adds
- Russell Investments Group, Ltd.$5M
- BlackRock, Inc.$3M
- NEW YORK STATE COMMON RETIREMENT FUND$3M
- DIMENSIONAL FUND ADVISORS LP$2M
- AMERICAN CENTURY COMPANIES INC$2M
- OP Asset Management Ltd$2M
Largest trims
- MILLENNIUM MANAGEMENT LLC$2M
- D. E. Shaw & Co., Inc.$1M
- Truvestments Capital LLC$940K
- BARCLAYS PLC$469K
- DEUTSCHE BANK AG\$425K
- GSA CAPITAL PARTNERS LLP$385K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 908,512 | $30M | 9.1% | 2026-Q1 |
| GAMCO INVESTORS, INC. ET AL trimmed | 811,057 | $26M | 8.1% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 587,683 | $19M | 5.9% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 475,791 | $15M | 4.8% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 412,881 | $13M | 4.1% | 2026-Q1 |
| VALUEWORKS LLC trimmed | 395,383 | $13M | 4.0% | 2026-Q1 |
| STATE STREET CORP added | 308,904 | $10M | 3.1% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 297,223 | $10M | 3.0% | 2026-Q1 |
| DEPRINCE RACE & ZOLLO INC added | 267,479 | $9M | 2.7% | 2026-Q1 |
| ProShare Advisors LLC added | 192,068 | $6M | 1.9% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC trimmed | 178,202 | $6M | 1.8% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 172,993 | $6M | 1.7% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 163,907 | $5M | 1.6% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 158,586 | $5M | 1.6% | 2026-Q1 |
| MORGAN STANLEY trimmed | 139,913 | $5M | 1.4% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 136,385 | $4M | 1.4% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 121,980 | $4M | 1.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 119,586 | $4M | 1.2% | 2026-Q1 |
| FEDERATED HERMES, INC. trimmed | 115,609 | $4M | 1.2% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 109,563 | $4M | 1.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 107,627 | $3M | 1.1% | 2026-Q1 |
| Curbstone Financial Management Corp added | 107,398 | $3M | 1.1% | 2026-Q1 |
| NORTHERN TRUST CORP added | 103,053 | $3M | 1.0% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 101,025 | $3M | 1.0% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 93,565 | $3M | 0.9% | 2026-Q1 |
| FMR LLC added | 91,089 | $3M | 0.9% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 83,051 | $3M | 0.8% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 77,399 | $3M | 0.8% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 75,926 | $2M | 0.8% | 2026-Q1 |
| Empowered Funds, LLC added | 73,025 | $2M | 0.7% | 2026-Q1 |
| OP Asset Management Ltd added | 56,379 | $2M | 0.7% | 2026-Q1 |
| ISTHMUS PARTNERS, LLC added | 60,227 | $2M | 0.6% | 2026-Q1 |
| GABELLI FUNDS LLC | 56,200 | $2M | 0.6% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 53,194 | $2M | 0.5% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 52,203 | $2M | 0.5% | 2026-Q1 |
| MCDONALD PARTNERS LLC added | 44,656 | $1M | 0.4% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 43,400 | $1M | 0.4% | 2026-Q1 |
| JOHNSON INVESTMENT COUNSEL INC trimmed | 42,603 | $1M | 0.4% | 2026-Q1 |
| CWM, LLC added | 42,204 | $1M | 0.4% | 2026-Q1 |
| UBS Group AG added | 38,799 | $1M | 0.4% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 37,853 | $1M | 0.4% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 36,214 | $1M | 0.4% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 36,112 | $1M | 0.4% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 34,953 | $1M | 0.4% | 2026-Q1 |
| KEYBANK NATIONAL ASSOCIATION/OH | 34,766 | $1M | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 33,108 | $1M | 0.3% | 2026-Q1 |
| Fisher Asset Management, LLC trimmed | 32,652 | $1M | 0.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 31,867 | $1M | 0.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 31,588 | $1M | 0.3% | 2026-Q1 |
| Truvestments Capital LLC trimmed | 31,546 | $1M | 0.3% | 2026-Q1 |
| Pacific Ridge Capital Partners, LLC added | 27,843 | $905K | 0.3% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 25,292 | $822K | 0.3% | 2026-Q1 |
| MARTINGALE ASSET MANAGEMENT L P added | 25,018 | $813K | 0.3% | 2026-Q1 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added | 24,440 | $795K | 0.2% | 2026-Q1 |
| SEI INVESTMENTS CO trimmed | 23,363 | $760K | 0.2% | 2026-Q1 |
| Nuveen, LLC added | 23,284 | $757K | 0.2% | 2026-Q1 |
| XTX Topco Ltd added | 23,194 | $754K | 0.2% | 2026-Q1 |
| Invesco Ltd. added | 22,450 | $730K | 0.2% | 2026-Q1 |
| GSA CAPITAL PARTNERS LLP trimmed | 19,638 | $638K | 0.2% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 17,186 | $559K | 0.2% | 2026-Q1 |
| Swiss National Bank | 16,600 | $540K | 0.2% | 2026-Q1 |
| Quantinno Capital Management LP added | 16,131 | $524K | 0.2% | 2026-Q1 |
| Inspire Investing, LLC added | 15,837 | $515K | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 15,390 | $500K | 0.2% | 2026-Q1 |
| ALLSTATE CORP new | 14,507 | $472K | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 14,186 | $462K | 0.1% | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. added | 13,570 | $441K | 0.1% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added | 13,246 | $431K | 0.1% | 2026-Q1 |
| Creative Planning added | 13,131 | $427K | 0.1% | 2026-Q1 |
| SHUFRO ROSE & CO LLC added | 13,000 | $423K | 0.1% | 2026-Q1 |
| Engineers Gate Manager LP trimmed | 12,622 | $410K | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 698,331 | $21M | 6.4% | 2025-Q4 stale |
| FULLER & THALER ASSET MANAGEMENT, INC. added | 216,774 | $9M | 2.7% | 2025-Q2 stale |
| Vontobel Holding Ltd. trimmed | 100,201 | $4M | 1.2% | 2025-Q2 stale |
| FIRST TRUST ADVISORS LP added | 83,580 | $3M | 1.1% | 2025-Q1 stale |
| Swedbank AB | 42,934 | $2M | 0.5% | 2025-Q3 stale |
| De Lisle Partners LLP | 37,335 | $1M | 0.5% | 2025-Q2 stale |
| Impala Asset Management LLC new | 50,000 | $1M | 0.5% | 2025-Q4 stale |
| MACKENZIE FINANCIAL CORP added | 47,048 | $1M | 0.4% | 2025-Q4 stale |
| ALGERT GLOBAL LLC trimmed | 37,184 | $1M | 0.3% | 2025-Q4 stale |
| Cubist Systematic Strategies, LLC added | 25,008 | $1M | 0.3% | 2025-Q1 stale |
| Bastion Asset Management Inc. new | 25,186 | $1M | 0.3% | 2025-Q2 stale |
| BALYASNY ASSET MANAGEMENT L.P. added | 23,150 | $962K | 0.3% | 2025-Q1 stale |
| GLOBEFLEX CAPITAL L P | 23,625 | $871K | 0.3% | 2025-Q3 stale |
| Squarepoint Ops LLC added | 23,531 | $867K | 0.3% | 2025-Q3 stale |
| TWO SIGMA ADVISERS, LP trimmed | 29,100 | $865K | 0.3% | 2025-Q4 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 24,936 | $741K | 0.2% | 2025-Q4 stale |
| Mork Capital Management, LLC | 19,900 | $734K | 0.2% | 2025-Q3 stale |
| ExodusPoint Capital Management, LP added | 22,896 | $680K | 0.2% | 2025-Q4 stale |
| LAZARD ASSET MANAGEMENT LLC trimmed | 16,012 | $636K | 0.2% | 2025-Q2 stale |
| Granby Capital Management, LLC trimmed | 14,985 | $622K | 0.2% | 2025-Q1 stale |
| Assenagon Asset Management S.A. trimmed | 16,715 | $616K | 0.2% | 2025-Q3 stale |
| Verition Fund Management LLC added | 14,909 | $550K | 0.2% | 2025-Q3 stale |
| Qube Research & Technologies Ltd trimmed | 14,895 | $549K | 0.2% | 2025-Q3 stale |
| VIRGINIA RETIREMENT SYSTEMS ET Al trimmed | 17,700 | $526K | 0.2% | 2025-Q4 stale |
| FourThought Financial Partners, LLC added | 16,976 | $504K | 0.2% | 2025-Q4 stale |
| A&I FINANCIAL SERVICES, LLC added | 13,594 | $502K | 0.2% | 2025-Q3 stale |
| Petrus Trust Company, LTA added | 11,568 | $460K | 0.1% | 2025-Q2 stale |
| Dynamic Technology Lab Private Ltd trimmed | 11,180 | $445K | 0.1% | 2025-Q2 stale |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 10,273 | $427K | 0.1% | 2025-Q1 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.