Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in HY held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 938K | $32.9M | +3.2% | 5.272% | 0.00% |
| 2 | GAMCO INVESTORS, INC. ET AL | 788K | $27.6M | -2.8% | 4.429% | 0.25% |
| 3 | DIMENSIONAL FUND ADVISORS LP | 495K | $17.4M | -15.7% | 2.784% | 0.00% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 468K | $16.4M | -1.7% | 2.630% | 0.00% |
| 5 | DEPRINCE RACE & ZOLLO INC | 414K | $14.5M | +54.8% | 2.327% | 0.24% |
| 6 | AMERICAN CENTURY COMPANIES INC | 402K | $14.1M | -2.7% | 2.257% | 0.01% |
| 7 | VALUEWORKS LLC | 398K | $13.9M | +0.6% | 2.235% | 2.91% |
| 8 | STATE STREET CORP | 331K | $11.6M | +7.1% | 1.860% | 0.00% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 297K | $10.4M | -0.2% | 1.667% | 0.00% |
| 10 | Russell Investments Group, Ltd. | 221K | $7.7M | +39.1% | 1.240% | 0.01% |
| 11 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 204K | $7.1M | +24.3% | 1.145% | 0.01% |
| 12 | ProShare Advisors LLC | 195K | $6.8M | +1.7% | 1.098% | 0.01% |
| 13 | JACOBS LEVY EQUITY MANAGEMENT, INC | 162K | $5.7M | -6.2% | 0.912% | 0.02% |
| 14 | GOLDMAN SACHS GROUP INC | 129K | $4.5M | +7.6% | 0.723% | 0.00% |
| 15 | MILLENNIUM MANAGEMENT LLC | 125K | $4.4M | -8.2% | 0.704% | 0.00% |
| 16 | MORGAN STANLEY | 121K | $4.3M | -13.3% | 0.682% | 0.00% |
| 17 | AQR CAPITAL MANAGEMENT LLC | 121K | $4.2M | +11.5% | 0.678% | 0.00% |
| 18 | NEW YORK STATE COMMON RETIREMENT FUND | 114K | $4.0M | +36.7% | 0.638% | 0.01% |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 111K | $3.9M | +1.6% | 0.626% | 0.00% |
| 20 | FEDERATED HERMES, INC. | 108K | $3.8M | -6.8% | 0.605% | 0.01% |
| 21 | NORTHERN TRUST CORP | 104K | $3.6M | +0.9% | 0.584% | 0.00% |
| 22 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 104K | $3.6M | +2.7% | 0.583% | 0.06% |
| 23 | FMR LLC | 101K | $3.5M | +10.7% | 0.567% | 0.00% |
| 24 | VANGUARD PORTFOLIO MANAGEMENT LLC | 96K | $3.4M | +2.5% | 0.539% | 0.00% |
| 25 | Walleye Capital LLC | 95K | $3.3M | +1084.5% | 0.534% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in HY — a direct measure of their conviction.
Filings activity in HY during Q2 2026, grouped by how each filer changed its position.
Institutions that opened a new HY position in Q2 2026
Institutions that fully closed their HY position in Q2 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 152 | +2.7% | 49.01% | +1.04 pp | $297M | +11% |
| Q1 2026 | 148 | +5.0% | 47.97% | +1.46 pp | $269M | +16% |
| Q4 2025 | 141 | 9.0% | 46.51% | 0.14 pp | $232M | 20% |
| Q3 2025 | 155 | 2.5% | 46.65% | 1.93 pp | $291M | 11% |
| Q2 2025 | 159 | 9.1% | 48.58% | +0.45 pp | $325M | 4.1% |
| Q1 2025 | 175 | 2.2% | 48.13% | +0.25 pp | $339M | 18% |
| Q4 2024 | 179 | 2.2% | 47.88% | 0.05 pp | $411M | 17% |
| Q3 2024 | 183 | — | 47.93% | — | $494M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying HY stock.
Based on Q2 2026 13F filings, institutional ownership of Hyster-Yale Materials Handling, Inc. stands at 49.0%, held across 152 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of HY, with approximately 937,868 shares worth $0.03B as of Q2 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of HY, including MILLENNIUM MANAGEMENT LLC.
Our composite Smart Money Score for HY is 60 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
19 institutions opened new positions in HY during Q2 2026, while 16 fully exited. 101 added to existing positions and 27 trimmed.
HY institutional ownership rose by 1.04 percentage points quarter-over-quarter, with a net change of +4 holders.
The top 10 institutions account for 56.1% of all reported 13F value in HY, and the top 25 account for 78.4%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Hyster-Yale Materials Handling, Inc. (HY) Institutional Ownership