What percentage of HY is owned by institutions?

Based on Q1 2026 13F filings, institutional ownership of Hyster-Yale Materials Handling, Inc. stands at 40.2%, held across 144 reporting institutions.

Who is the largest institutional holder of HY?

BlackRock, Inc. is the largest reported institutional holder of HY, with approximately 908,512 shares worth $0.03B as of Q1 2026.

Is HY a hedge fund favorite?

Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of HY, including MILLENNIUM MANAGEMENT LLC.

What is HY's Smart Money Score?

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.

How many institutions bought HY this quarter?

24 institutions opened new positions in HY during Q1 2026, while 21 fully exited. 90 added to existing positions and 29 trimmed.

How is institutional ownership of HY changing?

HY institutional ownership rose by 4.98 percentage points quarter-over-quarter, with a net change of +3 holders.

How concentrated is HY ownership among the top holders?

The top 10 institutions account for 57.1% of all reported 13F value in HY, and the top 25 account for 79.6%.

Where does this HY institutional ownership data come from?

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 Q1 2026 | Top 13F Holders

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Hyster-Yale Materials Handling, Inc. (HY) Institutional Ownership Q1 2026 | Top 13F Holders | VCP Scanner

Top Institutional Holders of HY

Ranked by reported Q1 2026 13F market value

Top 10 Holders

57.1%

Top 25 Holders

79.6%

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.	909K	$29.5M	+2.0%	5.122%	0.00%
2	GAMCO INVESTORS, INC. ET AL	811K	$26.4M	-2.8%	4.573%	0.26%
3	DIMENSIONAL FUND ADVISORS LP	588K	$19.1M	+5.1%	3.313%	0.00%
4	VANGUARD CAPITAL MANAGEMENT LLC	476K	$15.5M	—	2.683%	0.00%
5	AMERICAN CENTURY COMPANIES INC	413K	$13.4M	+9.3%	2.328%	0.01%
6	VALUEWORKS LLC	395K	$12.9M	-1.0%	2.229%	3.50%
7	STATE STREET CORP	309K	$10.0M	+0.4%	1.742%	0.00%
8	GEODE CAPITAL MANAGEMENT, LLC	297K	$9.7M	+7.7%	1.676%	0.00%
9	DEPRINCE RACE & ZOLLO INC	267K	$8.7M	—	1.508%	0.16%
10	ProShare Advisors LLC	192K	$6.2M	+5.9%	1.083%	0.01%
11	JACOBS LEVY EQUITY MANAGEMENT, INC	173K	$5.6M	+19.7%	0.975%	0.02%
12	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	164K	$5.3M	+29.3%	0.924%	0.01%
13	Russell Investments Group, Ltd.	159K	$5.2M	+821.7%	0.894%	0.01%
14	MORGAN STANLEY	140K	$4.5M	-2.3%	0.789%	0.00%
15	MILLENNIUM MANAGEMENT LLC	136K	$4.4M	-39.2%	0.769%	0.00%
16	D. E. Shaw & Co., Inc.	122K	$4.0M	-30.6%	0.688%	0.00%
17	GOLDMAN SACHS GROUP INC	120K	$3.9M	-1.0%	0.674%	0.00%
18	FEDERATED HERMES, INC.	116K	$3.8M	-5.9%	0.652%	0.01%
19	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	110K	$3.6M	+13.6%	0.618%	0.00%
20	AQR CAPITAL MANAGEMENT LLC	108K	$3.5M	+25.1%	0.610%	0.00%
21	Curbstone Financial Management Corp	107K	$3.5M	+46.1%	0.605%	0.67%
22	NORTHERN TRUST CORP	103K	$3.4M	+7.7%	0.581%	0.00%
23	BRIDGEWAY CAPITAL MANAGEMENT, LLC	101K	$3.3M	+6.8%	0.570%	0.07%
24	VANGUARD PORTFOLIO MANAGEMENT LLC	94K	$3.0M	—	0.527%	0.00%
25	FMR LLC	91K	$3.0M	+17.2%	0.514%	0.00%

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.

HY Institutional Ownership by Quarter

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
Q1 2026	144	+2.1%	40.23%	+4.98 pp	$265M	+14%
Q4 2025	141	9.0%	35.25%	8.81 pp	$232M	20%
Q3 2025	155	2.5%	44.06%	5.22 pp	$291M	11%
Q2 2025	159	9.1%	49.28%	2.11 pp	$325M	4.1%
Q1 2025	175	2.2%	51.39%	10.93 pp	$339M	18%
Q4 2024	179	2.2%	62.32%	12.55 pp	$411M	17%
Q3 2024	183	+3.4%	74.87%	5.83 pp	$494M	7.2%
Q2 2024	177	—	80.70%	—	$532M	—

Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.

Hyster-Yale Materials Handling, Inc. (HY) Institutional Ownership

AI Insights & Key Takeaways

Top Institutional Holders of HY

Quarterly Institutional Activity

New Buyers

Exited Positions

HY Institutional Ownership by Quarter

HY — Frequently Asked Questions