HY US Equity

HYSTER-YALE, INC.

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Industrials · Industrial Trucks, Tractors, Trailors & Stackers · CIK 1173514 · FYE 1231

$34.33

+1.05 (+3.16%)

USD · as of 2026-07-28 · marketstack

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Institutional ownership· 13F filers holding HY · 2026-Q1 methodology → sources →

147 holders

% of shares outstanding held

48.0%

Shares held (13F)

8,473,389

Reporting holders

147

Top holders

largest 100 of 147 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	BlackRock, Inc.	908,512908,512	$30M	5.14%	—
2	GAMCO INVESTORS, INC. ET AL	811,057811,057	$26M	4.59%	TRIM -3%
3	DIMENSIONAL FUND ADVISORS LP	587,683587,683	$19M	3.33%	ADD 5%
4	VANGUARD CAPITAL MANAGEMENT LLC	475,791475,791	$15M	2.69%	NEW†
5	AMERICAN CENTURY COMPANIES INC	412,881412,881	$13M	2.34%	ADD 9%
6	VALUEWORKS LLC	395,383395,383	$13M	2.24%	—
7	STATE STREET CORP	308,904308,904	$10M	1.75%	—
8	GEODE CAPITAL MANAGEMENT, LLC	297,223297,223	$10M	1.68%	ADD 8%
9	DEPRINCE RACE & ZOLLO INC	267,479267,479	$9M	1.51%	NEW
10	ProShare Advisors LLC	192,068192,068	$6M	1.09%	ADD 6%
11	ACADIAN ASSET MANAGEMENT LLC	178,202178,202	$6M	1.01%	TRIM -10%
12	JACOBS LEVY EQUITY MANAGEMENT, INC	172,993172,993	$6M	0.98%	ADD 20%
13	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	163,907163,907	$5M	0.93%	ADD 29%
14	Russell Investments Group, Ltd.	158,586158,586	$5M	0.90%	ADD 822%
15	MORGAN STANLEY	139,913139,913	$5M	0.79%	TRIM -2%
16	MILLENNIUM MANAGEMENT LLC	136,385136,385	$4M	0.77%	TRIM -39%
17	D. E. Shaw & Co., Inc.	121,980121,980	$4M	0.69%	TRIM -31%
18	GOLDMAN SACHS GROUP INC	119,586119,586	$4M	0.68%	—
19	FEDERATED HERMES, INC.	115,609115,609	$4M	0.65%	TRIM -6%
20	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	109,563109,563	$4M	0.62%	ADD 14%
21	AQR CAPITAL MANAGEMENT LLC	108,200108,200	$4M	0.61%	ADD 25%
22	Curbstone Financial Management Corp	107,398107,398	$3M	0.61%	ADD 46%
23	NORTHERN TRUST CORP	103,053103,053	$3M	0.58%	ADD 8%
24	BRIDGEWAY CAPITAL MANAGEMENT, LLC	101,025101,025	$3M	0.57%	ADD 7%
25	VANGUARD PORTFOLIO MANAGEMENT LLC	93,56593,565	$3M	0.53%	NEW
26	FMR LLC	91,08991,089	$3M	0.52%	ADD 17%
27	NEW YORK STATE COMMON RETIREMENT FUND	83,05183,051	$3M	0.47%	ADD 1748%
28	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	77,39977,399	$3M	0.44%	ADD 16%
29	VANGUARD FIDUCIARY TRUST CO	75,92675,926	$2M	0.43%	NEW
30	Empowered Funds, LLC	73,02573,025	$2M	0.41%	NEW
31	ISTHMUS PARTNERS, LLC	60,22760,227	$2M	0.34%	ADD 5%
32	OP Asset Management Ltd	56,37956,379	$2M	0.32%	ADD 492%
33	GABELLI FUNDS LLC	56,20056,200	$2M	0.32%	—
34	PNC FINANCIAL SERVICES GROUP, INC.	53,19453,194	$2M	0.30%	ADD 10%
35	JPMORGAN CHASE & CO	52,20352,203	$2M	0.30%	ADD 15%
36	MCDONALD PARTNERS LLC	44,65644,656	$1M	0.25%	ADD 11%
37	RENAISSANCE TECHNOLOGIES LLC	43,40043,400	$1M	0.25%	ADD 9%
38	JOHNSON INVESTMENT COUNSEL INC	42,60342,603	$1M	0.24%	TRIM -4%
39	CWM, LLC	42,20442,204	$1M	0.24%	—
40	UBS Group AG	38,79938,799	$1M	0.22%	ADD 3%
41	Mitsubishi UFJ Asset Management Co., Ltd.	37,85337,853	$1M	0.21%	—
42	Bank of New York Mellon Corp	36,21436,214	$1M	0.20%	TRIM -13%
43	CITADEL ADVISORS LLC	36,11236,112	$1M	0.20%	ADD 59%
44	TWO SIGMA INVESTMENTS, LP	34,95334,953	$1M	0.20%	ADD 23%
45	KEYBANK NATIONAL ASSOCIATION/OH	34,76634,766	$1M	0.20%	—
46	JANE STREET GROUP, LLC	33,10833,108	$1M	0.19%	ADD 138%
47	Fisher Asset Management, LLC	32,65232,652	$1M	0.18%	—
48	BANK OF AMERICA CORP /DE/	31,86731,867	$1M	0.18%	ADD 14%
49	AMERIPRISE FINANCIAL INC	31,58831,588	$1M	0.18%	ADD 21%
50	Truvestments Capital LLC	31,54631,546	$1M	0.18%	TRIM -52%
51	Pacific Ridge Capital Partners, LLC	27,84327,843	$905,176	0.16%	ADD 38%
52	FRANKLIN RESOURCES INC	25,29225,292	$822,243	0.14%	ADD 26%
53	MARTINGALE ASSET MANAGEMENT L P	25,01825,018	$813,336	0.14%	ADD 8%
54	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	24,44024,440	$794,544	0.14%	ADD 4%
55	SEI INVESTMENTS CO	23,36323,363	$759,543	0.13%	TRIM -20%
56	Nuveen, LLC	23,28423,284	$756,963	0.13%	—
57	XTX Topco Ltd	23,19423,194	$754,037	0.13%	ADD 70%
58	Invesco Ltd.	22,45022,450	$729,850	0.13%	ADD 3%
59	GSA CAPITAL PARTNERS LLP	19,63819,638	$638,000	0.11%	TRIM -43%
60	Vanguard Global Advisers, LLC	17,18617,186	$558,717	0.10%	NEW
61	Swiss National Bank	16,60016,600	$539,666	0.09%	—
62	Quantinno Capital Management LP	16,13116,131	$524,424	0.09%	ADD 57%
63	Inspire Investing, LLC	15,83715,837	$514,861	0.09%	—
64	RHUMBLINE ADVISERS	15,39015,390	$500,318	0.09%	—
65	ALLSTATE CORP	14,50714,507	$471,623	0.08%	NEW
66	PRICE T ROWE ASSOCIATES INC /MD/	14,18614,186	$462,000	0.08%	ADD 10%
67	Mirae Asset Global Investments Co., Ltd.	13,57013,570	$441,161	0.08%	ADD 31%
68	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	13,24613,246	$430,627	0.07%	ADD 51%
69	Creative Planning	13,13113,131	$426,873	0.07%	ADD 59%
70	SHUFRO ROSE & CO LLC	13,00013,000	$422,630	0.07%	NEW
71	Engineers Gate Manager LP	12,62212,622	$410,341	0.07%	TRIM -29%
72	Amundi	12,52012,520	$407,025	0.07%	ADD 39%
73	Brooklyn Investment Group	12,30912,309	$400,166	0.07%	TRIM -27%
74	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	11,75511,755	$382,155	0.07%	—
75	DEUTSCHE BANK AG\	10,90110,901	$354,392	0.06%	TRIM -58%
76	NEUBERGER BERMAN GROUP LLC	10,04610,046	$326,595	0.06%	NEW
77	DUMONT & BLAKE INVESTMENT ADVISORS LLC	10,03310,033	$326,173	0.06%	TRIM -31%
78	Allspring Global Investments Holdings, LLC	9,8469,846	$320,093	0.06%	TRIM -39%
79	OSAIC HOLDINGS, INC.	9,8279,827	$319,452	0.06%	TRIM -6%
80	BNP PARIBAS FINANCIAL MARKETS	8,9638,963	$291,387	0.05%	ADD 6%
81	Parvin Asset Management, LLC	8,8708,870	$288,364	0.05%	ADD 10%
82	Koss-Olinger Consulting, LLC	8,7498,749	$284,436	0.05%	TRIM -12%
83	ZACKS INVESTMENT MANAGEMENT	8,5918,591	$279,282	0.05%	—
84	NBC SECURITIES, INC.	8,4058,405	$273,246	0.05%	TRIM -34%
85	RAYMOND JAMES FINANCIAL INC	8,1038,103	$263,443	0.05%	TRIM -37%
86	ALLIANCEBERNSTEIN L.P.	8,8288,828	$262,280	0.05%	TRIM -11%
87	Walleye Capital LLC	8,0178,017	$260,633	0.05%	NEW
88	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	7,9297,929	$257,772	0.04%	—
89	EntryPoint Capital, LLC	7,7097,709	$250,620	0.04%	NEW
90	STRS OHIO	7,5007,500	$243,825	0.04%	—
91	Legal & General Group Plc	7,4547,454	$242,330	0.04%	TRIM -25%
92	Kohmann Bosshard Financial Services, LLC	7,3467,346	$238,818	0.04%	—
93	WELLS FARGO & COMPANY/MN	6,7726,772	$220,151	0.04%	TRIM -56%
94	PRELUDE CAPITAL MANAGEMENT, LLC	6,7606,760	$219,768	0.04%	TRIM -49%
95	CAXTON ASSOCIATES LLP	6,7366,736	$218,987	0.04%	TRIM -21%
96	MetLife Investment Management, LLC	6,4866,486	$210,860	0.04%	—
97	State of Wyoming	6,2616,261	$203,545	0.04%	NEW
98	VANGUARD ASSET MANAGEMENT, Ltd	4,7284,728	$153,707	0.03%	NEW
99	SG Americas Securities, LLC	3,9253,925	$128,000	0.02%	TRIM -64%
100	HARBOR CAPITAL ADVISORS, INC.	3,6263,626	$118,000	0.02%	NEW

† a filer this large appearing as NEW usually reflects a renamed or succeeded filing entity (the old name stops filing the same quarter) — not a brand-new position.

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

BlackRock, Inc.

877K

879K

886K

879K

891K

909K

$30M

GAMCO INVESTORS, INC. ET AL

847K

846K

861K

846K

834K

811K

$26M

DIMENSIONAL FUND ADVISORS LP

516K

537K

573K

577K

559K

588K

$19M

VANGUARD CAPITAL MANAGEMENT LLC

—

476K

$15M

AMERICAN CENTURY COMPANIES INC

275K

303K

327K

355K

378K

413K

$13M

VALUEWORKS LLC

256K

283K

299K

300K

399K

395K

$13M

STATE STREET CORP

295K

284K

268K

275K

308K

309K

$10M

GEODE CAPITAL MANAGEMENT, LLC

255K

263K

274K

276K

297K

$10M

DEPRINCE RACE & ZOLLO INC

—

267K

$9M

ProShare Advisors LLC

144K

163K

151K

168K

181K

192K

$6M

ACADIAN ASSET MANAGEMENT LLC

194K

161K

190K

157K

198K

178K

$6M

JACOBS LEVY EQUITY MANAGEMENT, INC

105K

115K

108K

101K

144K

173K

$6M

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

76K

88K

85K

102K

127K

164K

$5M

Russell Investments Group, Ltd.

12K

17K

159K

$5M

MORGAN STANLEY

208K

172K

168K

135K

143K

140K

$5M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	147	8,473,389	48.0%	$275M
2025-Q4

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Activists & large holders· Schedule 13D/G beneficial owners · HY

Activists — 13D, active intent

RANKIN ALFRED M ET AL93.1%no changeSCHEDULE 13D/A · Amd 8 · event 2025-03-12SEC →

3,217,230 shares · 4 reporting persons

GAMCO INVESTORS, INC. ET AL5.7%NEWSCHEDULE 13D/A · Amd 5 · event 2025-11-04SEC →

819,887 shares · 9 reporting persons

“The 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.”

Large holders — 13G, passive (top 1 by % of class)

Holder

% of class

Type

As of

VANGUARD GROUP INC

4.88%

QII

2025-12-31

SEC →

Institutional ownership· 13F filers holding HY · 2026-Q1 methodology → sources →

147 holders

% of shares outstanding held

48.0%

Shares held (13F)

8,473,389

Reporting holders

147

Top holders

largest 100 of 147 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	BlackRock, Inc.	908,512908,512	$30M	5.14%	—
2	GAMCO INVESTORS, INC. ET AL	811,057811,057	$26M	4.59%	TRIM -3%
3	DIMENSIONAL FUND ADVISORS LP	587,683587,683	$19M	3.33%	ADD 5%
4	VANGUARD CAPITAL MANAGEMENT LLC	475,791475,791	$15M	2.69%	NEW†
5	AMERICAN CENTURY COMPANIES INC	412,881412,881	$13M	2.34%	ADD 9%
6	VALUEWORKS LLC	395,383395,383	$13M	2.24%	—
7	STATE STREET CORP	308,904308,904	$10M	1.75%	—
8	GEODE CAPITAL MANAGEMENT, LLC	297,223297,223	$10M	1.68%	ADD 8%
9	DEPRINCE RACE & ZOLLO INC	267,479267,479	$9M	1.51%	NEW
10	ProShare Advisors LLC	192,068192,068	$6M	1.09%	ADD 6%
11	ACADIAN ASSET MANAGEMENT LLC	178,202178,202	$6M	1.01%	TRIM -10%
12	JACOBS LEVY EQUITY MANAGEMENT, INC	172,993172,993	$6M	0.98%	ADD 20%
13	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	163,907163,907	$5M	0.93%	ADD 29%
14	Russell Investments Group, Ltd.	158,586158,586	$5M	0.90%	ADD 822%
15	MORGAN STANLEY	139,913139,913	$5M	0.79%	TRIM -2%
16	MILLENNIUM MANAGEMENT LLC	136,385136,385	$4M	0.77%	TRIM -39%
17	D. E. Shaw & Co., Inc.	121,980121,980	$4M	0.69%	TRIM -31%
18	GOLDMAN SACHS GROUP INC	119,586119,586	$4M	0.68%	—
19	FEDERATED HERMES, INC.	115,609115,609	$4M	0.65%	TRIM -6%
20	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	109,563109,563	$4M	0.62%	ADD 14%
21	AQR CAPITAL MANAGEMENT LLC	108,200108,200	$4M	0.61%	ADD 25%
22	Curbstone Financial Management Corp	107,398107,398	$3M	0.61%	ADD 46%
23	NORTHERN TRUST CORP	103,053103,053	$3M	0.58%	ADD 8%
24	BRIDGEWAY CAPITAL MANAGEMENT, LLC	101,025101,025	$3M	0.57%	ADD 7%
25	VANGUARD PORTFOLIO MANAGEMENT LLC	93,56593,565	$3M	0.53%	NEW
26	FMR LLC	91,08991,089	$3M	0.52%	ADD 17%
27	NEW YORK STATE COMMON RETIREMENT FUND	83,05183,051	$3M	0.47%	ADD 1748%
28	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	77,39977,399	$3M	0.44%	ADD 16%
29	VANGUARD FIDUCIARY TRUST CO	75,92675,926	$2M	0.43%	NEW
30	Empowered Funds, LLC	73,02573,025	$2M	0.41%	NEW
31	ISTHMUS PARTNERS, LLC	60,22760,227	$2M	0.34%	ADD 5%
32	OP Asset Management Ltd	56,37956,379	$2M	0.32%	ADD 492%
33	GABELLI FUNDS LLC	56,20056,200	$2M	0.32%	—
34	PNC FINANCIAL SERVICES GROUP, INC.	53,19453,194	$2M	0.30%	ADD 10%
35	JPMORGAN CHASE & CO	52,20352,203	$2M	0.30%	ADD 15%
36	MCDONALD PARTNERS LLC	44,65644,656	$1M	0.25%	ADD 11%
37	RENAISSANCE TECHNOLOGIES LLC	43,40043,400	$1M	0.25%	ADD 9%
38	JOHNSON INVESTMENT COUNSEL INC	42,60342,603	$1M	0.24%	TRIM -4%
39	CWM, LLC	42,20442,204	$1M	0.24%	—
40	UBS Group AG	38,79938,799	$1M	0.22%	ADD 3%
41	Mitsubishi UFJ Asset Management Co., Ltd.	37,85337,853	$1M	0.21%	—
42	Bank of New York Mellon Corp	36,21436,214	$1M	0.20%	TRIM -13%
43	CITADEL ADVISORS LLC	36,11236,112	$1M	0.20%	ADD 59%
44	TWO SIGMA INVESTMENTS, LP	34,95334,953	$1M	0.20%	ADD 23%
45	KEYBANK NATIONAL ASSOCIATION/OH	34,76634,766	$1M	0.20%	—
46	JANE STREET GROUP, LLC	33,10833,108	$1M	0.19%	ADD 138%
47	Fisher Asset Management, LLC	32,65232,652	$1M	0.18%	—
48	BANK OF AMERICA CORP /DE/	31,86731,867	$1M	0.18%	ADD 14%
49	AMERIPRISE FINANCIAL INC	31,58831,588	$1M	0.18%	ADD 21%
50	Truvestments Capital LLC	31,54631,546	$1M	0.18%	TRIM -52%
51	Pacific Ridge Capital Partners, LLC	27,84327,843	$905,176	0.16%	ADD 38%
52	FRANKLIN RESOURCES INC	25,29225,292	$822,243	0.14%	ADD 26%
53	MARTINGALE ASSET MANAGEMENT L P	25,01825,018	$813,336	0.14%	ADD 8%
54	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	24,44024,440	$794,544	0.14%	ADD 4%
55	SEI INVESTMENTS CO	23,36323,363	$759,543	0.13%	TRIM -20%
56	Nuveen, LLC	23,28423,284	$756,963	0.13%	—
57	XTX Topco Ltd	23,19423,194	$754,037	0.13%	ADD 70%
58	Invesco Ltd.	22,45022,450	$729,850	0.13%	ADD 3%
59	GSA CAPITAL PARTNERS LLP	19,63819,638	$638,000	0.11%	TRIM -43%
60	Vanguard Global Advisers, LLC	17,18617,186	$558,717	0.10%	NEW
61	Swiss National Bank	16,60016,600	$539,666	0.09%	—
62	Quantinno Capital Management LP	16,13116,131	$524,424	0.09%	ADD 57%
63	Inspire Investing, LLC	15,83715,837	$514,861	0.09%	—
64	RHUMBLINE ADVISERS	15,39015,390	$500,318	0.09%	—
65	ALLSTATE CORP	14,50714,507	$471,623	0.08%	NEW
66	PRICE T ROWE ASSOCIATES INC /MD/	14,18614,186	$462,000	0.08%	ADD 10%
67	Mirae Asset Global Investments Co., Ltd.	13,57013,570	$441,161	0.08%	ADD 31%
68	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	13,24613,246	$430,627	0.07%	ADD 51%
69	Creative Planning	13,13113,131	$426,873	0.07%	ADD 59%
70	SHUFRO ROSE & CO LLC	13,00013,000	$422,630	0.07%	NEW
71	Engineers Gate Manager LP	12,62212,622	$410,341	0.07%	TRIM -29%
72	Amundi	12,52012,520	$407,025	0.07%	ADD 39%
73	Brooklyn Investment Group	12,30912,309	$400,166	0.07%	TRIM -27%
74	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	11,75511,755	$382,155	0.07%	—
75	DEUTSCHE BANK AG\	10,90110,901	$354,392	0.06%	TRIM -58%
76	NEUBERGER BERMAN GROUP LLC	10,04610,046	$326,595	0.06%	NEW
77	DUMONT & BLAKE INVESTMENT ADVISORS LLC	10,03310,033	$326,173	0.06%	TRIM -31%
78	Allspring Global Investments Holdings, LLC	9,8469,846	$320,093	0.06%	TRIM -39%
79	OSAIC HOLDINGS, INC.	9,8279,827	$319,452	0.06%	TRIM -6%
80	BNP PARIBAS FINANCIAL MARKETS	8,9638,963	$291,387	0.05%	ADD 6%
81	Parvin Asset Management, LLC	8,8708,870	$288,364	0.05%	ADD 10%
82	Koss-Olinger Consulting, LLC	8,7498,749	$284,436	0.05%	TRIM -12%
83	ZACKS INVESTMENT MANAGEMENT	8,5918,591	$279,282	0.05%	—
84	NBC SECURITIES, INC.	8,4058,405	$273,246	0.05%	TRIM -34%
85	RAYMOND JAMES FINANCIAL INC	8,1038,103	$263,443	0.05%	TRIM -37%
86	ALLIANCEBERNSTEIN L.P.	8,8288,828	$262,280	0.05%	TRIM -11%
87	Walleye Capital LLC	8,0178,017	$260,633	0.05%	NEW
88	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	7,9297,929	$257,772	0.04%	—
89	EntryPoint Capital, LLC	7,7097,709	$250,620	0.04%	NEW
90	STRS OHIO	7,5007,500	$243,825	0.04%	—
91	Legal & General Group Plc	7,4547,454	$242,330	0.04%	TRIM -25%
92	Kohmann Bosshard Financial Services, LLC	7,3467,346	$238,818	0.04%	—
93	WELLS FARGO & COMPANY/MN	6,7726,772	$220,151	0.04%	TRIM -56%
94	PRELUDE CAPITAL MANAGEMENT, LLC	6,7606,760	$219,768	0.04%	TRIM -49%
95	CAXTON ASSOCIATES LLP	6,7366,736	$218,987	0.04%	TRIM -21%
96	MetLife Investment Management, LLC	6,4866,486	$210,860	0.04%	—
97	State of Wyoming	6,2616,261	$203,545	0.04%	NEW
98	VANGUARD ASSET MANAGEMENT, Ltd	4,7284,728	$153,707	0.03%	NEW
99	SG Americas Securities, LLC	3,9253,925	$128,000	0.02%	TRIM -64%
100	HARBOR CAPITAL ADVISORS, INC.	3,6263,626	$118,000	0.02%	NEW

† a filer this large appearing as NEW usually reflects a renamed or succeeded filing entity (the old name stops filing the same quarter) — not a brand-new position.

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

BlackRock, Inc.

877K

879K

886K

879K

891K

909K

$30M

GAMCO INVESTORS, INC. ET AL

847K

846K

861K

846K

834K

811K

$26M

DIMENSIONAL FUND ADVISORS LP

516K

537K

573K

577K

559K

588K

$19M

VANGUARD CAPITAL MANAGEMENT LLC

—

476K

$15M

AMERICAN CENTURY COMPANIES INC

275K

303K

327K

355K

378K

413K

$13M

VALUEWORKS LLC

256K

283K

299K

300K

399K

395K

$13M

STATE STREET CORP

295K

284K

268K

275K

308K

309K

$10M

GEODE CAPITAL MANAGEMENT, LLC

255K

263K

274K

276K

297K

$10M

DEPRINCE RACE & ZOLLO INC

—

267K

$9M

ProShare Advisors LLC

144K

163K

151K

168K

181K

192K

$6M

ACADIAN ASSET MANAGEMENT LLC

194K

161K

190K

157K

198K

178K

$6M

JACOBS LEVY EQUITY MANAGEMENT, INC

105K

115K

108K

101K

144K

173K

$6M

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

76K

88K

85K

102K

127K

164K

$5M

Russell Investments Group, Ltd.

12K

17K

159K

$5M

MORGAN STANLEY

208K

172K

168K

135K

143K

140K

$5M

Institutional footprint by quarter

Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	147	8,473,389	48.0%	$275M
2025-Q4

Short interest has its own tab now — open SI →

Activists & large holders· Schedule 13D/G beneficial owners · HY

Activists — 13D, active intent

RANKIN ALFRED M ET AL93.1%no changeSCHEDULE 13D/A · Amd 8 · event 2025-03-12SEC →

3,217,230 shares · 4 reporting persons

GAMCO INVESTORS, INC. ET AL5.7%NEWSCHEDULE 13D/A · Amd 5 · event 2025-11-04SEC →

819,887 shares · 9 reporting persons

Large holders — 13G, passive (top 1 by % of class)

Holder

% of class

Type

As of

VANGUARD GROUP INC

4.88%

QII

2025-12-31

SEC →

HY US Equity☆

Institutional ownership· 13F filers holding HY · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Activists & large holders· Schedule 13D/G beneficial owners · HY

Institutional ownership· 13F filers holding HY · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Activists & large holders· Schedule 13D/G beneficial owners · HY

HY US Equity