Hyster-Yale Materials Handling Ownership | Who Owns Hyster-Yale Materials Handling?
Hyster-Yale Materials Handling Ownership Summary
Hyster-Yale Materials Handling is owned by 38.04% institutional investors, 16.77% insiders, and 45.19% retail investors. Vanguard group is the largest institutional shareholder, holding 6.36% of HY shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.77% of its assets in Hyster-Yale Materials Handling shares.
HY Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Hyster-Yale Materials Handling | 38.04% | 16.77% | 45.19% |
| Sector | Industrials Stocks | 51.31% | 11.25% | 37.44% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 1.11M | 6.36% | $56.66M |
| Blackrock funding, inc. /de | 876.75K | 5.01% | $44.65M |
| Blackrock | 860.58K | 4.96% | $60.01M |
| Gamco investors, inc. et al | 847.26K | 4.84% | $43.15M |
| Dimensional fund advisors lp | 515.81K | 2.95% | $26.27M |
| State street | 320.81K | 1.85% | $22.37M |
| American century companies | 274.92K | 1.57% | $14.00M |
| Valueworks | 256.34K | 1.46% | $13.06M |
| Geode capital management | 255.32K | 1.46% | $13.01M |
| Fuller & thaler asset management | 218.06K | 1.25% | $11.11M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Valueworks | 256.34K | 4.35% | $13.06M |
| Brightline capital management | 30.00K | 1.05% | $1.53M |
| Curbstone financial management | 73.49K | 0.79% | $3.74M |
| Mork capital management | 19.90K | 0.67% | $1.01M |
| Granby capital management | 25.00K | 0.66% | $1.27M |
| Islay capital management | 15.25K | 0.54% | $776.78K |
| Truvestments capital | 41.13K | 0.54% | $2.09M |
| Ai financial services | 9.67K | 0.48% | $492.35K |
| Mcdonald partners | 36.58K | 0.48% | $1.86M |
| Gamco investors, inc. et al | 847.26K | 0.45% | $43.15M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| First trust advisors lp | 64.10K | 0.00% | 64.10K |
| State street | 320.81K | 0.00% | 53.95K |
| Jpmorgan chase | 63.23K | 0.00% | 39.41K |
| American century companies | 274.92K | 0.01% | 37.43K |
| Renaissance | 80.90K | 0.01% | 35.00K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Mirae asset global investments | 13.76K | 0.00% | -273.94K |
| Arrowstreet capital, limited partnership | - | - | -88.42K |
| Federated hermes | 140.93K | 0.02% | -66.44K |
| Brandywine global investment management | - | - | -49.26K |
| Zacks investment management | - | - | -32.06K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| First trust advisors lp | 64.10K | 0.00% | 64.10K | $3.26M |
| Brightline capital management | 30.00K | 1.05% | 30.00K | $1.53M |
| Bridgeway capital management | 29.40K | 0.03% | 29.40K | $1.50M |
| Susquehanna fundamental investments | 29.07K | 0.02% | 29.07K | $1.48M |
| Empowered funds | 24.40K | 0.02% | 24.40K | $1.24M |
Sold Out
| Holder | Change |
|---|---|
| Quadrant capital group | -7.00 |
| Capital performance advisors llp | -9.00 |
| Venturi wealth management | -16.00 |
| Allworth financial lp | -21.00 |
| Nelson, van denburg & campbell wealth management group | -29.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 124 | -34.04% | 6,657,376 | -21.62% | 38 | 1.61% | 48 | -44.19% | 47 | -27.69% |
| Sep 30, 2024 | 187 | 4.47% | 8,493,693 | -1.49% | 48 | 1.96% | 86 | -14.00% | 65 | 16.07% |
| Jun 30, 2024 | 177 | 4.73% | 8,545,891 | 0.95% | 49 | 2.07% | 99 | 12.50% | 56 | -1.75% |
| Mar 31, 2024 | 169 | 3.05% | 8,465,204 | 4.40% | 48 | 2.19% | 88 | -3.30% | 57 | 14.00% |
| Dec 31, 2023 | 164 | 17.14% | 8,108,494 | 2.39% | 47 | 2.22% | 91 | 26.39% | 50 | 6.38% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 310.32K | 1.77% | - |
| iShares Russell 2000 ETF | 299.69K | 1.69% | -5.90K |
| 1290 VT GAMCO Small Company Value IB | 286.00K | 1.63% | -2.70K |
| Vanguard Small Cap Index | 250.94K | 1.43% | 460.00 |
| Avantis US Small Cap Value ETF | 243.53K | 1.38% | 288.00 |
| FullerThaler Behavioral Small-Cap Value | 195.15K | 1.11% | -1.30K |
| Undiscovered Managers Behavioral Val L | 186.43K | 1.06% | -820.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 171.62K | 0.98% | 54.00 |
| Vanguard Small Cap Value Index Inv | 165.97K | 0.95% | -308.00 |
| ProShares Russell 2000 Dividend Growers | 139.50K | 0.79% | -266.00 |
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 |
|---|---|---|
| 2024 Q4 | - | - |
| 2024 Q3 | - | - |
| 2024 Q2 | - | - |
| 2024 Q1 | - | 2 |
| 2023 Q4 | - | - |
HY Ownership FAQ
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