Who Owns Hyster-Yale Stock?
NYSE: HYIndustrialsConstruction/Ag Equipment/TrucksUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 63.01%
- Held by insiders
- 23.98%
- Institutional holders
- 221
- Institutions 63.0%
- Insiders 24.0%
- Public and other 13.0%
Who owns Hyster-Yale stock?
Institutional investors own about 63.0% of Hyster-Yale's shares, spread across 221 institutions that file 13F reports. That level of institutional ownership is moderate. Insiders, including executives, directors and large founding shareholders, hold 23.98% of HY.
The largest institutional holders are Blackrock Inc. (6.47%), Gamco Investors, Inc ET AL (5.44%) and Dimensional Fund Advisors LP (3.42%). Together, the top 10 institutions control 32.8% of shares outstanding. In their latest filings, 5 of the top 10 institutions increased their HY positions and 5 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of HY
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Blackrock Inc. | 937.87K | 6.47% | +3.2% |
| Gamco Investors, Inc ET AL | 788.02K | 5.44% | -2.8% |
| Dimensional Fund Advisors LP | 495.26K | 3.42% | -15.7% |
| Vanguard Capital Management LLC | 467.94K | 3.23% | -1.6% |
| Deprince, Race & Zollo, Inc. | 413.94K | 2.86% | +54.8% |
| American Century Companies Inc | 401.59K | 2.77% | -2.7% |
| ValueWorks, LLC | 397.63K | 2.74% | +0.6% |
| State Street Corporation | 330.86K | 2.28% | +7.1% |
| Geode Capital Management, LLC | 296.59K | 2.05% | -0.2% |
| Russell Investments Group, Ltd. | 220.52K | 1.52% | +39.1% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of HY
| Fund | Shares | % Held |
|---|---|---|
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | 354.20K | 2.44% |
| EQ Advisors Trust-1290 VT GAMCO Small Company Value Portfolio | 327.50K | 2.26% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 324.90K | 2.24% |
| iShares Trust-iShares Russell 2000 ETF | 284.88K | 1.97% |
| ProShares Trust-ProShares Russell 2000 Dividend Growers ETF | 197.38K | 1.36% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 132.78K | 0.92% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | 125.01K | 0.86% |
| GLOBAL X FUNDS-Global X Autonomous & Electric Vehicles ETF | 121.86K | 0.84% |
| Fidelity Covington Trust-Fidelity Enhanced Small Cap Core ETF | 116.59K | 0.80% |
| iShares Trust-iShares Russell 2000 Value ETF | 114.07K | 0.79% |
Frequently asked questions
Who is the largest shareholder of Hyster-Yale?
Blackrock Inc. is the largest institutional shareholder of HY, owning 6.47% of shares outstanding (937.87K shares) as of its latest 13F filing.
What percentage of Hyster-Yale is owned by institutions?
Institutions own about 63.0% of HY shares and 82.9% of the public float.
How much of Hyster-Yale do insiders own?
Insiders, such as officers and directors, own about 23.98% of HY shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.