Hyster-Yale Materials Handling Ownership | Who Owns Hyster-Yale Materials Handling?
Hyster-Yale Materials Handling Ownership Summary
Hyster-Yale Materials Handling is owned by 34.38% institutional investors, 14.72% insiders, and 50.90% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 5.03% of HY shares. Avantis US Small Cap Value ETF is the top mutual fund, with 1.96% of its assets in Hyster-Yale Materials Handling shares.
HY Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Hyster-Yale Materials Handling | 34.38% | 14.72% | 50.90% |
| Sector | Industrials Stocks | 47.66% | 12.56% | 39.78% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 890.88K | 5.03% | $26.47M |
| Blackrock | 860.58K | 4.96% | $60.01M |
| Gamco investors, inc. et al | 834.37K | 4.71% | $24.79M |
| Vanguard group | 698.33K | 3.94% | $20.75M |
| Dimensional fund advisors lp | 559.04K | 3.16% | $16.61M |
| American century companies | 354.97K | 2.00% | $13.08M |
| Valueworks | 299.81K | 1.69% | $11.05M |
| Geode capital management | 275.90K | 1.56% | $8.20M |
| State street | 274.51K | 1.55% | $10.12M |
| Deprince race & zollo | 267.48K | 1.51% | $8.70M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Valueworks | 299.81K | 3.22% | $11.05M |
| Impala asset management | 50.00K | 0.94% | $1.49M |
| Curbstone financial management | 107.40K | 0.67% | $3.49M |
| Mork capital management | 19.90K | 0.51% | $733.51K |
| Truvestments capital | 68.78K | 0.46% | $2.54M |
| Mcdonald partners | 40.37K | 0.38% | $1.20M |
| Gamco investors, inc. et al | 834.37K | 0.24% | $24.79M |
| Isthmus partners | 57.44K | 0.19% | $1.71M |
| Deprince race & zollo | 267.48K | 0.16% | $8.70M |
| Pacific ridge capital partners | 20.13K | 0.13% | $598.00K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Deprince race & zollo | 267.48K | 0.16% | 267.48K |
| Impala asset management | 50.00K | 0.94% | 50.00K |
| Goldman sachs group | 120.80K | 0.00% | 44.75K |
| Acadian asset management | 197.64K | 0.01% | 41.03K |
| Mackenzie financial | 34.94K | 0.00% | 34.94K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fuller & thaler asset management | - | - | -216.77K |
| Vanguard group | 698.33K | 0.00% | -212.48K |
| Vontobel | - | - | -100.20K |
| First trust advisors lp | - | - | -83.58K |
| Foundry partners | - | - | -78.19K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Deprince race & zollo | 267.48K | 0.16% | 267.48K | $8.70M |
| Impala asset management | 50.00K | 0.94% | 50.00K | $1.49M |
| Mackenzie financial | 34.94K | 0.00% | 34.94K | $1.29M |
| Quadrature capital | 6.17K | 0.00% | 6.17K | $227.81K |
| Simplex trading | 4.57K | 0.00% | 4.57K | $135.83K |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2024 | 124 | -34.04% | 6,657,376 | -21.62% | 38 | 1.61% | 48 | -44.19% | 47 | -27.69% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Avantis US Small Cap Value ETF | 351.15K | 1.96% | - |
| Vanguard Total Stock Mkt Idx Inv | 337.10K | 1.88% | 13.04K |
| 1290 VT GAMCO Small Company Value IB | 315.00K | 1.76% | - |
| Vanguard US Total Market Shares ETF | 309.86K | 1.75% | - |
| iShares Russell 2000 ETF | 301.91K | 1.69% | -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 | 185.46K | 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
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools