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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
64Tracked holders
-2Δ holders
6.33MShares held
$205.71MReported value
+2New positions
−4Exits
Stable Conviction score 39/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -3.0% · share flow +3.3% · net new positions -3.1% · formula
Concentrated accumulation: rising shares among fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

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 · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock ✦ (passive) 908.51K +2.0% $29.54M 0.0% ▲ Add 4 SEC ↗ ×9
2 GAMCO Investors ✦ 811.06K -2.8% $26.37M 0.3% ▼ Trim 8 SEC ↗
3 Dimensional Fund Advisors Lp 587.68K +5.1% $19.10M 0.0% ▲ Add 2 SEC ↗ ×5
4 Vanguard Capital Management Llc 475.79K n/a $15.47M 0.0% n/c 1 SEC ↗
5 American Century Companies Inc 412.88K +9.3% $13.42M 0.0% ▲ Add 2 SEC ↗
6 State Street Global Advisors ✦ (passive) 308.90K +0.4% $10.04M 0.0% ▲ Add 6 SEC ↗
7 Geode Capital Management ✦ (passive) 297.22K +7.7% $9.66M 0.0% ▲ Add 8 SEC ↗ ×2
8 ProShare Advisors LLC 192.07K +5.9% $6.24M 0.0% ▲ Add 2 SEC ↗
9 MIRAE ASSET GLOBAL ETFS HOLDINGS… 163.91K +29.3% $5.32M 0.0% ▲ Add 2 SEC ↗ ×2
10 Russell Investments Group, Ltd. 158.59K +821.7% $5.16M 0.0% ▲ Add 2 SEC ↗ ×9
11 Morgan Stanley ✦ 139.91K -2.3% $4.55M 0.0% ▼ Trim 3 SEC ↗ ×6
12 Millennium Management ✦ 136.38K -39.2% $4.43M 0.0% ▼ Trim 8 SEC ↗
13 D. E. Shaw & Co. ✦ 121.98K -30.6% $3.97M 0.0% ▼ Trim 8 SEC ↗ ×2
14 Goldman Sachs Group ✦ 119.59K -1.0% $3.89M 0.0% ▼ Trim 3 SEC ↗ ×2
15 Federated Hermes, Inc. 115.61K -5.9% $3.76M 0.0% ▼ Trim 2 SEC ↗ ×2
16 Charles Schwab Investment… 109.56K +13.6% $3.56M 0.0% ▲ Add 2 SEC ↗
17 AQR Capital Management ✦ 108.20K +25.1% $3.52M 0.0% ▲ Add 8 SEC ↗ ×8
18 Northern Trust Corp 103.05K +7.7% $3.35M 0.0% ▲ Add 2 SEC ↗ ×5
19 Fidelity (FMR) ✦ 91.09K +17.2% $2.96M 0.0% ▲ Add 4 SEC ↗ ×2
20 New York State Common Retirement… 83.05K +1748.0% $2.70M 0.0% ▲ Add 2 SEC ↗
21 Arrowstreet Capital ✦ 77.40K +15.6% $2.52M 0.0% ▲ Add 5 SEC ↗
22 Pnc Financial Services Group, Inc. 53.19K +10.3% $1.73M 0.0% ▲ Add 2 SEC ↗ ×4
23 JPMorgan Chase ✦ 52.20K +14.7% $1.66M 0.0% ▲ Add 3 SEC ↗ ×5
24 Renaissance Technologies ✦ 43.40K +8.8% $1.41M 0.0% ▲ Add 8 SEC ↗
25 Cwm, Llc 42.20K +2.0% $1.37M 0.0% ▲ Add 2 SEC ↗
26 UBS Group AG 38.80K +2.9% $1.26M 0.0% ▲ Add 2 SEC ↗ ×2
27 Mitsubishi UFJ Asset Management… 37.85K +1.9% $1.23M 0.0% ▲ Add 2 SEC ↗
28 Bank of New York Mellon Corp 36.21K -13.1% $1.18M 0.0% ▼ Trim 2 SEC ↗ ×4
29 Citadel Advisors ✦ 36.11K +59.2% $1.17M 0.0% ▲ Add 8 SEC ↗
30 Two Sigma Investments ✦ 34.95K +23.2% $1.14M 0.0% ▲ Add 8 SEC ↗
31 Jane Street Group, Llc 33.11K +138.1% $1.08M 0.0% ▲ Add 2 SEC ↗ ×2
32 Fisher Asset Management ✦ 32.65K -1.0% $1.06M 0.0% ▼ Trim 8 SEC ↗
33 Bank Of America Corp /De/ 31.87K +14.2% $1.04M 0.0% ▲ Add 2 SEC ↗ ×2
34 Ameriprise Financial Inc 31.59K +20.9% $1.03M 0.0% ▲ Add 2 SEC ↗ ×2
35 Franklin Resources Inc 25.29K +26.0% $822,243 0.0% ▲ Add 2 SEC ↗ ×2
36 Sei Investments Co 23.36K -20.1% $759,543 0.0% ▼ Trim 2 SEC ↗ ×2
37 Nuveen, LLC 23.28K +0.5% $756,963 0.0% ▲ Add 2 SEC ↗ ×2
38 Invesco Ltd. 22.45K +3.3% $729,850 0.0% ▲ Add 2 SEC ↗ ×5
39 Swiss National Bank 16.60K 0.0% $539,666 0.0% Held 2 SEC ↗
40 Quantinno Capital Management LP 16.13K +57.4% $524,424 0.0% ▲ Add 2 SEC ↗
41 Rhumbline Advisers 15.39K -1.4% $500,318 0.0% ▼ Trim 2 SEC ↗
42 T. Rowe Price ✦ 14.19K +10.2% $462,000 0.0% ▲ Add 8 SEC ↗
43 Mirae Asset Global Investments Co.… 13.57K +31.2% $441,161 0.0% ▲ Add 2 SEC ↗
44 Creative Planning 13.13K +59.3% $426,873 0.0% ▲ Add 2 SEC ↗
45 Amundi 12.52K +38.9% $407,025 0.0% ▲ Add 2 SEC ↗
46 UBS AM, a distinct business unit of… 11.76K +1.3% $382,155 0.0% ▲ Add 2 SEC ↗ ×2
47 Deutsche Bank Ag\ 10.90K -58.5% $354,392 0.0% ▼ Trim 2 SEC ↗ ×2
48 Neuberger Berman Group LLC 10.05K New $326,595 0.0% New 1 SEC ↗
49 Allspring Global Investments… 9.85K -39.4% $320,093 0.0% ▼ Trim 2 SEC ↗
50 Osaic Holdings, Inc. 9.83K -5.8% $319,452 0.0% ▼ Trim 2 SEC ↗ ×3
51 Bnp Paribas Financial Markets 8.96K +5.8% $291,387 0.0% ▲ Add 2 SEC ↗
52 Raymond James Financial Inc 8.10K -37.1% $263,443 0.0% ▼ Trim 2 SEC ↗ ×2
53 Alliancebernstein L.P. 8.83K -11.1% $262,280 0.0% ▼ Trim 2 SEC ↗
54 California State Teachers… 7.93K -0.7% $257,772 0.0% ▼ Trim 2 SEC ↗
55 Legal & General Group Plc 7.45K -25.1% $242,330 0.0% ▼ Trim 2 SEC ↗ ×3
56 Wells Fargo & Company/Mn 6.77K -55.6% $220,151 0.0% ▼ Trim 2 SEC ↗ ×3
57 Citigroup Inc 2.36K +21.6% $76,723 0.0% ▲ Add 2 SEC ↗ ×3
58 Barclays Plc 2.29K -87.5% $74,383 0.0% ▼ Trim 2 SEC ↗ ×3
59 Optiver Holding B.V. 1.01K New $32,900 0.0% New 1 SEC ↗
60 Jones Financial Companies Lllp 286 +105.8% $9,218 0.0% ▲ Add 2 SEC ↗
61 Simplex Trading, Llc 275 -94.0% $8,940 0.0% ▼ Trim 2 SEC ↗
62 Royal Bank Of Canada 228 -62.0% $7,000 0.0% ▼ Trim 2 SEC ↗ ×3
63 Zurcher Kantonalbank (Zurich… 162 -51.8% $5,267 0.0% ▼ Trim 2 SEC ↗
64 Us Bancorp \De\ 146 +94.7% $4,747 0.0% ▲ Add 2 SEC ↗

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

New buyers

Exited

Mackenzie Financial Corp $1.40M was 0.0%
Susquehanna International… $740,849 was 0.0%
Prudential Financial Inc $280,254 was 0.0%
Hrt Financial Lp $256,000 was 0.0%

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: Q1 2026 · Methodology · Get this via the API