Hyster-Yale Materials Handling Ownership | Who Owns Hyster-Yale Materials Handling?

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Hyster-Yale Materials Handling Ownership Summary

Hyster-Yale Materials Handling is owned by 48.54% institutional investors, 16.70% insiders, and 34.76% retail investors. Vanguard group is the largest institutional shareholder, holding 6.27% of HY shares. iShares Russell 2000 ETF 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	48.54%	16.70%	34.76%
Sector	Industrials Stocks	64.16%	10.53%	25.31%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	1.09M	6.27%	$75.85M
Gamco investors, inc. et al	911.16K	5.25%	$63.54M
Blackrock	860.58K	4.96%	$60.01M
Dimensional fund advisors lp	504.47K	2.91%	$35.18M
State street	320.81K	1.85%	$22.37M
Valueworks	256.36K	1.48%	$17.88M
Geode capital management	254.21K	1.47%	$17.73M
Fuller & thaler asset management	225.44K	1.30%	$15.72M
Acadian asset management	220.87K	1.27%	$15.39M
Federated hermes	207.15K	1.19%	$14.44M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Valueworks	256.36K	5.55%	$17.88M
Islay capital management	19.40K	0.97%	$1.35M
Truvestments capital	31.45K	0.87%	$2.19M
Curbstone financial management	73.49K	0.79%	$3.74M
Mcdonald partners	40.26K	0.75%	$2.81M
Gamco investors, inc. et al	911.16K	0.69%	$63.54M
De lisle partners llp	32.60K	0.50%	$2.27M
Chesapeake capital corp /il/	5.15K	0.47%	$358.97K
Isthmus partners	57.31K	0.38%	$4.00M
Foundry partners	72.36K	0.27%	$5.05M

Top Buyers

Holder	Shares	% Assets	Change
Mirae asset global etfs	97.59K	0.02%	97.59K
American century companies	151.24K	0.01%	90.70K
Acadian asset management	220.87K	0.05%	85.91K
Foundry partners	72.36K	0.27%	72.36K
State street	320.81K	0.00%	53.95K

Top Sellers

Holder	Shares	% Assets	Change
Mirae asset global investments	13.76K	0.00%	-273.94K
Fmr	38.89K	0.00%	-192.47K
Arrowstreet capital, limited partnership	-	-	-88.42K
Gamco investors, inc. et al	911.16K	0.69%	-71.26K
Proshare advisors	112.56K	0.02%	-21.70K

New Positions

Holder	Shares	% Assets	Change	Value
Mirae asset global etfs	97.59K	0.02%	97.59K	$6.80M
Foundry partners	72.36K	0.27%	72.36K	$5.05M
De lisle partners llp	32.60K	0.50%	32.60K	$2.27M
Scotia capital	30.97K	0.01%	30.97K	$2.16M
Empowered funds	24.40K	0.02%	24.40K	$1.24M

Sold Out

Holder	Change
Quadrant capital group	-7.00
Nelson, van denburg & campbell wealth management group	-29.00
Simplex trading	-38.00
Harbour investments	-82.00
Td waterhouse canada	-102.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Sep 30, 2023	140	-2.10%	7,919,492	4.22%	46	2.35%	72	12.50%	47	-11.32%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Russell 2000 ETF	310.44K	1.77%	-1.20K
Vanguard Total Stock Mkt Idx Inv	310.32K	1.77%	-
1290 VT GAMCO Small Company Value IB	288.70K	1.65%	-3.30K
Vanguard Small Cap Index	250.48K	1.43%	2.06K
Avantis US Small Cap Value ETF	224.84K	1.28%	116.00
FullerThaler Behavioral Small-Cap Value	195.15K	1.11%	-1.30K
Undiscovered Managers Behavioral Val L	187.25K	1.07%	-
Vanguard Institutional Extnd Mkt Idx Tr	171.56K	0.98%	4.05K
Vanguard Small Cap Value Index Inv	166.27K	0.95%	-1.08K
Federated Hermes MDT Small Cap Core IS	140.78K	0.80%	-

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

Who owns the most shares of Hyster-Yale Materials Handling?

Hyster-Yale Materials Handling’s largest shareholders are Vanguard group (1.09M shares, 6.27%), Gamco investors, inc. et al (911.16K shares, 5.25%), and Blackrock (860.58K shares, 4.96%). Together, they hold 16.49% of Hyster-Yale Materials Handling’s total shares outstanding.

Does Blackrock own Hyster-Yale Materials Handling?

Yes, BlackRock owns 4.96% of Hyster-Yale Materials Handling, totaling 860.58K shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 60.01M$. In the last quarter, BlackRock increased its holdings by 15.77K shares, a 1.87% change.

Who is Hyster-Yale Materials Handling’s biggest shareholder by percentage of total assets invested?

Valueworks is Hyster-Yale Materials Handling’s biggest shareholder by percentage of total assets invested, with 5.55% of its assets in 256.36K Hyster-Yale Materials Handling shares, valued at 17.88M$.

Who is the top mutual fund holder of Hyster-Yale Materials Handling shares?

iShares Russell 2000 ETF is the top mutual fund holder of Hyster-Yale Materials Handling shares, with 1.77% of its total shares outstanding invested in 310.44K Hyster-Yale Materials Handling shares.

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