Hyster-Yale, Inc. (NYSE: HY), an SEC filer in Industrial Trucks, Tractors, Trailors & Stackers, closed at $33.97, -2.0%, on 2026-08-28, with a market cap of $613M as of 2026-08-27, a return on equity of -12.7%, a net margin of -1.6% and 3-year sales growth of 2.0%. Institutional ownership, earnings history and filed financials are on the tabs below.
| # | 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% |
† NEW this big is usually a rename.
Ranked by each filer’s own reported value, not shares.
1 holder — The filer reported no value for this line, so it carries no dollar figure and is left out of the percentage and value columns.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | +475,791 | $15M | OPEN |
| DEPRINCE RACE & ZOLLO INC | +267,479 | $9M | OPEN |
| Russell Investments Group, Ltd. | +141,380 | $5M | ADD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +93,565 | $3M | OPEN |
| NEW YORK STATE COMMON RETIREMENT FUND | +78,557 | $3M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| VANGUARD GROUP INC | −698,331 | $23M | CLOSE |
| MILLENNIUM MANAGEMENT LLC | −87,866 | $3M | TRIM |
| D. E. Shaw & Co., Inc. | −53,709 | $2M | TRIM |
| Impala Asset Management LLC | −50,000 | $2M | CLOSE |
| MACKENZIE FINANCIAL CORP | −47,048 | $2M | CLOSE |
Prior quarter split-rebased · 13Fs are long, US-listed only.
| 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 | 276K | 297K | $10M |
| DEPRINCE RACE & ZOLLO INC | — | — | — | — | — | 267K | $9M |
| ProShare Advisors LLC | 144K | 163K | 151K | 168K | 181K | 192K | $6M |
Green = added, red = trimmed, grey = held; a dash is a quarter with no 13F on file — a gap, not an exit.
Breaks = no 13F that quarter.
Short interest has its own tab now — open SI →
SEC Form 13F · ~10,250 filers, 10y · long-only, US-listed, filed ≤45d after quarter-end.
“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.”
| Holder | % of class | Type | As of | |
|---|---|---|---|---|
| VANGUARD GROUP INC | 4.88% | QII | 2025-12-31 | SEC → |
SEC Schedule 13D/G XML · group aggregate.
