Hyster-Yale Materials Handling Ownership | Who Owns Hyster-Yale Materials Handling?
Hyster-Yale Materials Handling Ownership Summary
Hyster-Yale Materials Handling is owned by 47.83% institutional investors, 23.85% insiders, and 28.32% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 5.13% of HY shares. Avantis US Small Cap Value ETF is the top mutual fund, with 1.92% of its assets in Hyster-Yale Materials Handling shares.
HY Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Hyster-Yale Materials Handling | 47.83% | 23.85% | 28.32% |
| Sector | Industrials Stocks | 49.61% | 15.69% | 34.70% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 908.51K | 5.13% | $29.54M |
| Blackrock | 860.58K | 4.96% | $60.01M |
| Gamco investors, inc. et al | 811.06K | 4.58% | $26.37M |
| Vanguard group | 698.33K | 3.94% | $20.75M |
| Dimensional fund advisors lp | 587.68K | 3.32% | $19.10M |
| American century companies | 412.88K | 2.33% | $13.42M |
| Valueworks | 395.38K | 2.23% | $12.85M |
| State street | 308.90K | 1.74% | $10.04M |
| Geode capital management | 297.22K | 1.68% | $9.66M |
| Deprince race & zollo | 267.48K | 1.51% | $8.70M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Valueworks | 395.38K | 3.50% | $12.85M |
| Curbstone financial management | 107.40K | 0.67% | $3.49M |
| Mork capital management | 19.90K | 0.51% | $733.51K |
| Mcdonald partners | 44.66K | 0.34% | $1.45M |
| Gamco investors, inc. et al | 811.06K | 0.26% | $26.37M |
| Isthmus partners | 60.23K | 0.21% | $1.96M |
| Pacific ridge capital partners | 27.84K | 0.20% | $905.18K |
| Truvestments capital | 31.55K | 0.18% | $1.03M |
| Deprince race & zollo | 267.48K | 0.16% | $8.70M |
| Dumont & blake investment advisors | 10.03K | 0.08% | $326.17K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Deprince race & zollo | 267.48K | 0.16% | 267.48K |
| Russell investments group | 158.59K | 0.01% | 141.38K |
| New york state common retirement fund | 83.05K | 0.00% | 78.56K |
| Vanguard fiduciary trust | 75.93K | 0.00% | 75.93K |
| Mirae asset global etfs | 163.91K | 0.01% | 37.15K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fuller & thaler asset management | - | - | -216.77K |
| Vanguard group | 698.33K | 0.00% | -212.48K |
| Vontobel | - | - | -100.20K |
| Millennium management | 136.38K | 0.00% | -87.87K |
| First trust advisors lp | - | - | -83.58K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Deprince race & zollo | 267.48K | 0.16% | 267.48K | $8.70M |
| Vanguard fiduciary trust | 75.93K | 0.00% | 75.93K | $2.47M |
| Vanguard global advisers | 17.19K | 0.00% | 17.19K | $558.72K |
| Allstate | 14.51K | 0.01% | 14.51K | $471.62K |
| Neuberger berman group | 10.05K | 0.00% | 10.05K | $326.60K |
Sold Out
| Holder | Change |
|---|---|
| Tfc financial management | -1.00 |
| True wealth design | -2.00 |
| Capital performance advisors llp | -9.00 |
| Signaturefd | -9.00 |
| Parkside financial bank & trust | -10.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 146 | 1.39% | 8,473,327 | 4.13% | 47 | 2.27% | 82 | 17.14% | 43 | -8.51% |
| Dec 31, 2025 | 93 | -40.76% | 6,090,353 | -25.57% | 34 | 1.61% | 37 | -48.61% | 36 | -29.41% |
| Sep 30, 2025 | 150 | -1.32% | 8,073,144 | 0.50% | 45 | 2.22% | 70 | -16.67% | 47 | 14.63% |
| Jun 30, 2025 | 158 | -12.22% | 8,543,521 | -0.17% | 48 | 2.03% | 86 | -6.52% | 44 | -15.38% |
| Mar 31, 2025 | 2 | -98.89% | 50,019 | -99.41% | - | 0.01% | 1 | -98.80% | 1 | -98.46% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Avantis US Small Cap Value ETF | 343.74K | 1.92% | - |
| Vanguard Total Stock Mkt Idx Inv | 337.10K | 1.88% | - |
| 1290 VT GAMCO Small Company Value IB | 327.00K | 1.83% | 12.00K |
| Vanguard US Total Market Shares ETF | 309.86K | 1.75% | - |
| iShares Russell 2000 ETF | 292.55K | 1.63% | 2.44K |
| Vanguard Small Cap Index | 242.17K | 1.37% | -1.55K |
| FullerThaler Behavioral Small-Cap Value | 189.36K | 1.07% | -90.00 |
| ProShares Russell 2000 Dividend Growers | 185.61K | 1.04% | - |
| Undiscovered Managers Behavioral Val L | 180.94K | 1.02% | -380.00 |
| Vanguard Small Cap Value Index Inv | 156.00K | 0.88% | 411.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 01, 2024 | TAPLIN FRANK F | Member of a Group | Sell | $293.25K |
| Mar 04, 2024 | TAPLIN FRANK F | Member of a Group | Sell | $680.93K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | - |
| 2026 Q1 | - | - |
| 2025 Q4 | - | - |
| 2025 Q3 | - | - |
| 2025 Q2 | - | - |
HY Ownership FAQ
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