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 1.93% 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% | 12.52% | 39.82% |
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 |
| Acadian asset management | 197.64K | 1.12% | $5.86M |
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 |
| Mork capital management | 19.90K | 0.51% | $733.51K |
| Truvestments capital | 68.78K | 0.46% | $2.54M |
| Curbstone financial management | 73.49K | 0.42% | $2.18M |
| 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 |
| Pacific ridge capital partners | 20.13K | 0.13% | $598.00K |
| Dumont & blake investment advisors | 14.48K | 0.10% | $430.00K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| 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 |
| American century companies | 354.97K | 0.01% | 27.77K |
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 |
|---|---|---|---|---|
| Impala asset management | 50.00K | 0.94% | 50.00K | $1.49M |
| Mackenzie financial | 34.94K | 0.00% | 34.94K | $1.29M |
| Krilogy financial | 12.01K | 0.01% | 12.01K | $383.54K |
| 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 | 342.46K | 1.93% | 960.00 |
| Vanguard Total Stock Mkt Idx Inv | 315.86K | 1.78% | 8.22K |
| 1290 VT GAMCO Small Company Value IB | 315.00K | 1.78% | 10.00K |
| Vanguard US Total Market Shares ETF | 309.86K | 1.75% | - |
| iShares Russell 2000 ETF | 297.26K | 1.68% | 81.08K |
| Vanguard Small Cap Index | 242.17K | 1.37% | -1.55K |
| FullerThaler Behavioral Small-Cap Value | 189.36K | 1.07% | -90.00 |
| Undiscovered Managers Behavioral Val L | 180.94K | 1.02% | -380.00 |
| ProShares Russell 2000 Dividend Growers | 176.44K | 0.99% | - |
| 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 Q1 | - | - |
| 2025 Q4 | - | - |
| 2025 Q3 | - | - |
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
HY Ownership FAQ
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