$HY

$28.83 +$0.00 (0.0%) After hours

$HY Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 17.9M shares outstanding

Who owns HY?

By type of holder

Institutions 48.5% Insiders 0.0% Everyone else 51.5%

Concentration Top 10 holders own 46.2%

Alfred M. Rankin, Jr. 18.0% · BlackRock, Inc. 5.2%

Institutional ownership

48.5%

+1.1 pts vs last qtr

Institutional holders

151

+1 vs last qtr

Net shares bought

+193.8K

by institutions in Q2 2026

New / sold out

20 / 19

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Deprince Race & Zollo Inc +146.5K
Walleye Capital LLC +86.9K

Biggest sellers in Q2 2026

Curbstone Financial Management Corp SOLD OUT −107.4K
Dimensional Fund Advisors LP −92.4K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Hyster-Yale Inc in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

+7.6%

+0.81% a year

Each share's claim on the business

−7.0%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$18.5M vs $99.7M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years58% 3–5 years21% 1–3 years10% Under 1 year11%

Quarterly turnover

9.0%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting HY on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	937.9K	5.24%	+29.4K (+3.2%)	≤2021	0.0%
Shares held by quarter Peak holding937.9K (Q2'26) Change over 8 quarters+56.3K Share of the company5.240% BlackRock, Inc.'s full portfolio →
GI Gamco Investors, Inc. Et Al 13D · 0.0%	788.0K	4.40%	−23.0K (−2.8%)	≤2021	0.3%
Shares held by quarter Peak holding864.1K (Q3'24) Change over 8 quarters−76.1K Share of the company4.400% Disclosed stake13D · 0.0% Gamco Investors, Inc. Et Al's full portfolio →

BlackRock, Inc.

937.9K

% of company

5.24%

Change vs last qtr

+29.4K (+3.2%)

Held since

≤2021

Gamco Investors, Inc. Et Al

13D · 0.0%

788.0K

% of company

4.40%

Change vs last qtr

−23.0K (−2.8%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Hyster-Yale Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting HY on Form N-PORT; together they hold 21.3% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
AU Avantis U.S. Small Cap Value ETF American Century ETF Trust	$12.5M	343.3K	1.92%	0.05%	May 31, 2026
1V 1290 VT GAMCO Small Company Value Portfolio EQ Advisors Trust	$11.5M	327.5K	1.83%	0.26%	June 30, 2026

Avantis U.S. Small Cap Value ETF

American Century ETF Trust

Position value

$12.5M

% of company

1.92%

% of the fund

0.05%

As of

May 31, 2026

1290 VT GAMCO Small Company Value Portfolio

EQ Advisors Trust

Position value

$11.5M

% of company

1.83%

% of the fund

0.26%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Hyster-Yale Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
AM Alfred M. Rankin, Jr. 5%+ holder 13D · 93.1%	3.2M	17.96%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company17.960% Disclosed stake13D · 93.1% View the 13D/G filing →
GA GAMCO Asset Management Inc. 5%+ holder 13D · 5.7%	819.9K	4.58%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company4.580% Disclosed stake13D · 5.7% View the 13D/G filing →

Alfred M. Rankin, Jr.

5%+ holder13D · 93.1%

3.2M

% of company

17.96%

Change vs last qtr

—

Held since

—

GAMCO Asset Management Inc.

5%+ holder13D · 5.7%

819.9K

% of company

4.58%

Change vs last qtr

—

Held since

—

4 more holders behind a free account

See every insider and 5%+ holder of Hyster-Yale Inc.

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