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Security record · archived quarter

HY

Hyster-Yale Materials Handling, Inc. · Industrials · Industrial - Machinery

28.92 -1.0% mkt cap $518.55M quote delayed (FMP) · as of Oct 25 03:59 UTC · separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
66Tracked holders
0Δ holders
6.35MShares held
$188.67MReported value
+0New positions
−0Exits
Stable Conviction score 52/100 5 quarters of rising tracked shares ●●●●●○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -2.8% · net new positions 0.0% · formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 62 0 6.34M $222.39M +3 −3
Q1 2026 64 -2 6.33M $205.71M +2 −4
Q4 2025 66 0 6.35M $188.67M n/a n/a
Q3 2025 18 0 4.26M $157.19M n/a n/a
Q2 2025 15 -1 3.98M $158.41M n/a −1
Q1 2025 13 +1 1.91M $79.47M +1 n/a
Q4 2024 12 +1 1.84M $93.56M +1 n/a
Q3 2024 10 -1 1.44M $91.56M n/a −1
Q2 2024 11 n/a 1.59M $111.20M n/a n/a
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock ✦ (passive) 890.88K +1.3% $26.47M 0.0% ▲ Add 3 SEC ↗ ×9
2 GAMCO Investors ✦ 834.37K -1.3% $24.79M 0.2% ▼ Trim 7 SEC ↗
3 The Vanguard Group ✦ (passive) 698.33K -23.3% $20.75M 0.0% ▼ Trim 3 SEC ↗ ×5
4 Dimensional Fund Advisors Lp 559.04K n/a $16.61M 0.0% n/c 1 SEC ↗ ×5
5 American Century Companies Inc 377.79K n/a $11.22M 0.0% n/c 1 SEC ↗
6 State Street Global Advisors ✦ (passive) 307.79K +12.1% $9.14M 0.0% ▲ Add 5 SEC ↗
7 Geode Capital Management ✦ (passive) 275.90K -0.2% $8.20M 0.0% ▼ Trim 7 SEC ↗ ×2
8 Millennium Management ✦ 224.25K +1.5% $6.66M 0.0% ▲ Add 7 SEC ↗
9 ProShare Advisors LLC 181.38K n/a $5.39M 0.0% n/c 1 SEC ↗
10 D. E. Shaw & Co. ✦ 175.69K +3.5% $5.22M 0.0% ▲ Add 7 SEC ↗ ×2
11 Morgan Stanley ✦ 143.18K +5.7% $4.25M 0.0% ▲ Add 2 SEC ↗ ×8
12 MIRAE ASSET GLOBAL ETFS HOLDINGS… 126.76K n/a $3.77M 0.0% n/c 1 SEC ↗ ×2
13 Federated Hermes, Inc. 122.88K n/a $3.65M 0.0% n/c 1 SEC ↗ ×2
14 Goldman Sachs Group ✦ 120.80K +58.8% $3.59M 0.0% ▲ Add 2 SEC ↗ ×2
15 Charles Schwab Investment… 96.44K n/a $2.87M 0.0% n/c 1 SEC ↗
16 Northern Trust Corp 95.69K n/a $2.84M 0.0% n/c 1 SEC ↗ ×5
17 AQR Capital Management ✦ 86.52K -1.3% $2.57M 0.0% ▼ Trim 7 SEC ↗ ×6
18 Fidelity (FMR) ✦ 77.71K +12.9% $2.31M 0.0% ▲ Add 3 SEC ↗ ×2
19 Arrowstreet Capital ✦ 66.97K +25.0% $1.99M 0.0% ▲ Add 4 SEC ↗
20 Pnc Financial Services Group, Inc. 48.22K n/a $1.43M 0.0% n/c 1 SEC ↗ ×4
21 Mackenzie Financial Corp 47.05K n/a $1.40M 0.0% n/c 1 SEC ↗
22 JPMorgan Chase ✦ 45.50K -53.9% $1.35M 0.0% ▼ Trim 2 SEC ↗ ×5
23 Bank of New York Mellon Corp 41.68K n/a $1.24M 0.0% n/c 1 SEC ↗ ×4
24 Cwm, Llc 41.39K n/a $1.23M 0.0% n/c 1 SEC ↗
25 Renaissance Technologies ✦ 39.90K -5.7% $1.19M 0.0% ▼ Trim 7 SEC ↗
26 UBS Group AG 37.72K n/a $1.12M 0.0% n/c 1 SEC ↗ ×3
27 Mitsubishi UFJ Asset Management… 37.14K n/a $1.12M 0.0% n/c 1 SEC ↗
28 Fisher Asset Management ✦ 32.98K -6.2% $979,864 0.0% ▼ Trim 7 SEC ↗
29 Sei Investments Co 29.25K n/a $869,144 0.0% n/c 1 SEC ↗ ×2
30 Two Sigma Investments ✦ 28.36K -51.0% $842,576 0.0% ▼ Trim 7 SEC ↗
31 Bank Of America Corp /De/ 27.92K n/a $829,385 0.0% n/c 1 SEC ↗ ×3
32 Deutsche Bank Ag\ 26.24K n/a $779,590 0.0% n/c 1 SEC ↗ ×2
33 Ameriprise Financial Inc 26.12K n/a $776,174 0.0% n/c 1 SEC ↗
34 Susquehanna International Group, Llp 24.94K n/a $740,849 0.0% n/c 1 SEC ↗
35 Nuveen, LLC 23.16K n/a $688,113 0.0% n/c 1 SEC ↗ ×2
36 Citadel Advisors ✦ 22.68K +1.9% $673,882 0.0% ▲ Add 7 SEC ↗
37 Invesco Ltd. 21.73K n/a $645,479 0.0% n/c 1 SEC ↗ ×5
38 Franklin Resources Inc 20.08K n/a $596,458 0.0% n/c 1 SEC ↗ ×3
39 Barclays Plc 18.28K n/a $543,099 0.0% n/c 1 SEC ↗ ×2
40 Russell Investments Group, Ltd. 17.21K n/a $511,193 0.0% n/c 1 SEC ↗ ×7
41 Swiss National Bank 16.60K n/a $493,186 0.0% n/c 1 SEC ↗
42 Allspring Global Investments… 16.25K n/a $482,906 0.0% n/c 1 SEC ↗
43 Rhumbline Advisers 15.60K n/a $463,499 0.0% n/c 1 SEC ↗
44 Wells Fargo & Company/Mn 15.27K n/a $453,591 0.0% n/c 1 SEC ↗ ×2
45 Jane Street Group, Llc 13.90K n/a $413,058 0.0% n/c 1 SEC ↗ ×3
46 T. Rowe Price ✦ 12.87K +37.7% $383,000 0.0% ▲ Add 7 SEC ↗
47 Raymond James Financial Inc 12.89K n/a $382,998 0.0% n/c 1 SEC ↗ ×2
48 UBS AM, a distinct business unit of… 11.61K n/a $344,844 0.0% n/c 1 SEC ↗
49 Osaic Holdings, Inc. 10.43K n/a $309,826 0.0% n/c 1 SEC ↗ ×3
50 Mirae Asset Global Investments Co.… 10.34K n/a $307,172 0.0% n/c 1 SEC ↗
51 Quantinno Capital Management LP 10.25K n/a $304,532 0.0% n/c 1 SEC ↗
52 Legal & General Group Plc 9.96K n/a $295,852 0.0% n/c 1 SEC ↗ ×3
53 Alliancebernstein L.P. 9.93K n/a $294,961 0.0% n/c 1 SEC ↗
54 Prudential Financial Inc 9.43K n/a $280,254 0.0% n/c 1 SEC ↗
55 Amundi 9.01K n/a $267,776 0.0% n/c 1 SEC ↗
56 Hrt Financial Lp 8.65K n/a $256,000 0.0% n/c 1 SEC ↗
57 Bnp Paribas Financial Markets 8.47K n/a $251,584 0.0% n/c 1 SEC ↗
58 Creative Planning 8.24K n/a $244,932 0.0% n/c 1 SEC ↗
59 California State Teachers… 7.98K n/a $237,116 0.0% n/c 1 SEC ↗
60 Simplex Trading, Llc 4.57K n/a $135,834 0.0% n/c 1 SEC ↗
61 New York State Common Retirement… 4.49K n/a $133,517 0.0% n/c 1 SEC ↗
62 Citigroup Inc 1.94K n/a $57,637 0.0% n/c 1 SEC ↗ ×3
63 Royal Bank Of Canada 600 n/a $17,000 0.0% n/c 1 SEC ↗ ×4
64 Zurcher Kantonalbank (Zurich… 336 n/a $9,983 0.0% n/c 1 SEC ↗
65 Jones Financial Companies Lllp 139 n/a $4,130 0.0% n/c 1 SEC ↗
66 Us Bancorp \De\ 75 n/a $2,228 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

No new tracked buyers this quarter.

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 146 holders, 8.42M shares, $266.88M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API