Skip to main content Skip to main content
Institutional Ownership · SEC Form 13F

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.

147
Institutional holders
8M
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
BlackRock, Inc. added908,512$30M9.1%2026-Q1
GAMCO INVESTORS, INC. ET AL trimmed811,057$26M8.1%2026-Q1
DIMENSIONAL FUND ADVISORS LP added587,683$19M5.9%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new475,791$15M4.8%2026-Q1
AMERICAN CENTURY COMPANIES INC added412,881$13M4.1%2026-Q1
VALUEWORKS LLC trimmed395,383$13M4.0%2026-Q1
STATE STREET CORP added308,904$10M3.1%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added297,223$10M3.0%2026-Q1
DEPRINCE RACE & ZOLLO INC added267,479$9M2.7%2026-Q1
ProShare Advisors LLC added192,068$6M1.9%2026-Q1
ACADIAN ASSET MANAGEMENT LLC trimmed178,202$6M1.8%2026-Q1
JACOBS LEVY EQUITY MANAGEMENT, INC added172,993$6M1.7%2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added163,907$5M1.6%2026-Q1
Russell Investments Group, Ltd. added158,586$5M1.6%2026-Q1
MORGAN STANLEY trimmed139,913$5M1.4%2026-Q1
MILLENNIUM MANAGEMENT LLC trimmed136,385$4M1.4%2026-Q1
D. E. Shaw & Co., Inc. trimmed121,980$4M1.2%2026-Q1
GOLDMAN SACHS GROUP INC trimmed119,586$4M1.2%2026-Q1
FEDERATED HERMES, INC. trimmed115,609$4M1.2%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added109,563$4M1.1%2026-Q1
AQR CAPITAL MANAGEMENT LLC added107,627$3M1.1%2026-Q1
Curbstone Financial Management Corp added107,398$3M1.1%2026-Q1
NORTHERN TRUST CORP added103,053$3M1.0%2026-Q1
BRIDGEWAY CAPITAL MANAGEMENT, LLC added101,025$3M1.0%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new93,565$3M0.9%2026-Q1
FMR LLC added91,089$3M0.9%2026-Q1
NEW YORK STATE COMMON RETIREMENT FUND added83,051$3M0.8%2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added77,399$3M0.8%2026-Q1
VANGUARD FIDUCIARY TRUST CO new75,926$2M0.8%2026-Q1
Empowered Funds, LLC added73,025$2M0.7%2026-Q1
OP Asset Management Ltd added56,379$2M0.7%2026-Q1
ISTHMUS PARTNERS, LLC added60,227$2M0.6%2026-Q1
GABELLI FUNDS LLC56,200$2M0.6%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. added53,194$2M0.5%2026-Q1
JPMORGAN CHASE & CO added52,203$2M0.5%2026-Q1
MCDONALD PARTNERS LLC added44,656$1M0.4%2026-Q1
RENAISSANCE TECHNOLOGIES LLC added43,400$1M0.4%2026-Q1
JOHNSON INVESTMENT COUNSEL INC trimmed42,603$1M0.4%2026-Q1
CWM, LLC added42,204$1M0.4%2026-Q1
UBS Group AG added38,799$1M0.4%2026-Q1
Mitsubishi UFJ Asset Management Co., Ltd. added37,853$1M0.4%2026-Q1
Bank of New York Mellon Corp trimmed36,214$1M0.4%2026-Q1
CITADEL ADVISORS LLC added36,112$1M0.4%2026-Q1
TWO SIGMA INVESTMENTS, LP added34,953$1M0.4%2026-Q1
KEYBANK NATIONAL ASSOCIATION/OH34,766$1M0.3%2026-Q1
JANE STREET GROUP, LLC added33,108$1M0.3%2026-Q1
Fisher Asset Management, LLC trimmed32,652$1M0.3%2026-Q1
BANK OF AMERICA CORP /DE/ added31,867$1M0.3%2026-Q1
AMERIPRISE FINANCIAL INC added31,588$1M0.3%2026-Q1
Truvestments Capital LLC trimmed31,546$1M0.3%2026-Q1
Pacific Ridge Capital Partners, LLC added27,843$905K0.3%2026-Q1
FRANKLIN RESOURCES INC added25,292$822K0.3%2026-Q1
MARTINGALE ASSET MANAGEMENT L P added25,018$813K0.3%2026-Q1
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added24,440$795K0.2%2026-Q1
SEI INVESTMENTS CO trimmed23,363$760K0.2%2026-Q1
Nuveen, LLC added23,284$757K0.2%2026-Q1
XTX Topco Ltd added23,194$754K0.2%2026-Q1
Invesco Ltd. added22,450$730K0.2%2026-Q1
GSA CAPITAL PARTNERS LLP trimmed19,638$638K0.2%2026-Q1
Vanguard Global Advisers, LLC new17,186$559K0.2%2026-Q1
Swiss National Bank16,600$540K0.2%2026-Q1
Quantinno Capital Management LP added16,131$524K0.2%2026-Q1
Inspire Investing, LLC added15,837$515K0.2%2026-Q1
RHUMBLINE ADVISERS trimmed15,390$500K0.2%2026-Q1
ALLSTATE CORP new14,507$472K0.1%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added14,186$462K0.1%2026-Q1
Mirae Asset Global Investments Co., Ltd. added13,570$441K0.1%2026-Q1
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added13,246$431K0.1%2026-Q1
Creative Planning added13,131$427K0.1%2026-Q1
SHUFRO ROSE & CO LLC added13,000$423K0.1%2026-Q1
Engineers Gate Manager LP trimmed12,622$410K0.1%2026-Q1
VANGUARD GROUP INC trimmed698,331$21M6.4%2025-Q4 stale
FULLER & THALER ASSET MANAGEMENT, INC. added216,774$9M2.7%2025-Q2 stale
Vontobel Holding Ltd. trimmed100,201$4M1.2%2025-Q2 stale
FIRST TRUST ADVISORS LP added83,580$3M1.1%2025-Q1 stale
Swedbank AB42,934$2M0.5%2025-Q3 stale
De Lisle Partners LLP37,335$1M0.5%2025-Q2 stale
Impala Asset Management LLC new50,000$1M0.5%2025-Q4 stale
MACKENZIE FINANCIAL CORP added47,048$1M0.4%2025-Q4 stale
ALGERT GLOBAL LLC trimmed37,184$1M0.3%2025-Q4 stale
Cubist Systematic Strategies, LLC added25,008$1M0.3%2025-Q1 stale
Bastion Asset Management Inc. new25,186$1M0.3%2025-Q2 stale
BALYASNY ASSET MANAGEMENT L.P. added23,150$962K0.3%2025-Q1 stale
GLOBEFLEX CAPITAL L P23,625$871K0.3%2025-Q3 stale
Squarepoint Ops LLC added23,531$867K0.3%2025-Q3 stale
TWO SIGMA ADVISERS, LP trimmed29,100$865K0.3%2025-Q4 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP added24,936$741K0.2%2025-Q4 stale
Mork Capital Management, LLC19,900$734K0.2%2025-Q3 stale
ExodusPoint Capital Management, LP added22,896$680K0.2%2025-Q4 stale
LAZARD ASSET MANAGEMENT LLC trimmed16,012$636K0.2%2025-Q2 stale
Granby Capital Management, LLC trimmed14,985$622K0.2%2025-Q1 stale
Assenagon Asset Management S.A. trimmed16,715$616K0.2%2025-Q3 stale
Verition Fund Management LLC added14,909$550K0.2%2025-Q3 stale
Qube Research & Technologies Ltd trimmed14,895$549K0.2%2025-Q3 stale
VIRGINIA RETIREMENT SYSTEMS ET Al trimmed17,700$526K0.2%2025-Q4 stale
FourThought Financial Partners, LLC added16,976$504K0.2%2025-Q4 stale
A&I FINANCIAL SERVICES, LLC added13,594$502K0.2%2025-Q3 stale
Petrus Trust Company, LTA added11,568$460K0.1%2025-Q2 stale
Dynamic Technology Lab Private Ltd trimmed11,180$445K0.1%2025-Q2 stale
Connor, Clark & Lunn Investment Management Ltd. trimmed10,273$427K0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership