Ranked by reported Q1 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. | 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.
Filings activity in HY during Q1 2026, grouped by how each filer changed its position.
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.
Quick answers to the most common questions about buying HY stock.
Based on Q1 2026 13F filings, institutional ownership of Hyster-Yale Materials Handling, Inc. stands at 40.2%, held across 144 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of HY, with approximately 908,512 shares worth $0.03B as of Q1 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.
24 institutions opened new positions in HY during Q1 2026, while 21 fully exited. 90 added to existing positions and 29 trimmed.
HY institutional ownership rose by 4.98 percentage points quarter-over-quarter, with a net change of +3 holders.
The top 10 institutions account for 57.1% of all reported 13F value in HY, and the top 25 account for 79.6%.
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