Hyster-Yale Materials Handling Ownership 2024 | Who Owns Hyster-Yale Materials Handling Now?
Institutional Ownership
14.93%
Insider Ownership
16.70%
Retail Ownership
68.38%
Institutional Holders
74.00
Hyster-Yale Materials Handling Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 6.27% | 0.00% | 1,087,747 | 25,446 | 2.40% | 75,848,599 | Jun 30, 2024 |
| GAMCO INVESTORS, INC. ET AL | 5.25% | 0.69% | 911,164 | -71,258 | -7.25% | 63,535,466 | Jun 30, 2024 |
| BLACKROCK INC. | 4.96% | 0.00% | 860,582 | 15,774 | 1.87% | 60,008,383 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 2.91% | 0.01% | 504,472 | -5,868 | -1.15% | 35,176,513 | Jun 30, 2024 |
| STATE STREET CORP | 1.85% | 0.00% | 320,806 | 53,949 | 20.22% | 22,369,802,000 | Jun 30, 2024 |
| VALUEWORKS LLC | 1.48% | 5.55% | 256,355 | 2,200 | 0.87% | 17,876,000 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.47% | 0.00% | 254,212 | 15,551 | 6.52% | 17,730,154 | Jun 30, 2024 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 1.30% | 0.07% | 225,437 | -1,469 | -0.65% | 15,719,702 | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 1.27% | 0.05% | 220,865 | 85,906 | 63.65% | 15,390,000 | Jun 30, 2024 |
| FEDERATED HERMES, INC. | 1.19% | 0.03% | 207,148 | -246 | -0.12% | 14,444,430,000 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 0.87% | 0.01% | 151,241 | 90,696 | 149.80% | 10,546,035 | Jun 30, 2024 |
| MORGAN STANLEY | 0.73% | 0.00% | 126,907 | 17,044 | 15.51% | 8,849,279 | Jun 30, 2024 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 0.72% | 0.04% | 124,787 | -7,349 | -5.56% | 8,701,398 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.69% | 0.00% | 119,761 | 15,000 | 14.32% | 8,350,935 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.67% | 0.00% | 115,550 | 2,619 | 2.32% | 8,057,327 | Jun 30, 2024 |
| PROSHARE ADVISORS LLC | 0.65% | 0.02% | 112,563 | -21,697 | -16.16% | 7,849,018 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.64% | 0.00% | 110,863 | 13,393 | 13.74% | 7,730,477 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.61% | 0.00% | 105,720 | -4,505 | -4.09% | 7,371,856,000 | Jun 30, 2024 |
| PRUDENTIAL FINANCIAL INC | 0.57% | 0.01% | 99,518 | -9,935 | -9.08% | 6,939,390 | Jun 30, 2024 |
| VONTOBEL HOLDING LTD. | 0.57% | 0.02% | 99,237 | -4,772 | -4.59% | 6,919,796 | Jun 30, 2024 |
Hyster-Yale Materials Handling's largest institutional shareholder is VANGUARD GROUP INC, holding 6.27% of the company's total share outstanding, currently valued at $75.85M. The top 10 institutional shareholders own together 27.96% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VALUEWORKS LLC | 1.48% | 5.55% | 256,355 | 2,200 | 0.87% | 17,876,000 | Jun 30, 2024 |
| ISLAY CAPITAL MANAGEMENT, LLC | 0.11% | 0.97% | 19,399 | 19,399 | 100.00% | 1,352,692 | Jun 30, 2024 |
| TRUVESTMENTS CAPITAL LLC | 0.18% | 0.87% | 31,450 | 3,699 | 13.33% | 2,192,998 | Jun 30, 2024 |
| MCDONALD PARTNERS LLC | 0.23% | 0.75% | 40,256 | 352 | 0.88% | 2,807,068 | Jun 30, 2024 |
| GAMCO INVESTORS, INC. ET AL | 5.25% | 0.69% | 911,164 | -71,258 | -7.25% | 63,535,466 | Jun 30, 2024 |
| DE LISLE PARTNERS LLP | 0.19% | 0.50% | 32,599 | 32,599 | 100.00% | 2,269,705 | Jun 30, 2024 |
| PRIVIUM FUND MANAGEMENT (UK) LTD | 0.11% | 0.48% | 18,429 | 18,429 | 100.00% | 1,235,296 | Jun 30, 2024 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 0.23% | 0.48% | 40,650 | -11,450 | -21.98% | 2,838,000 | Jun 30, 2024 |
| CHESAPEAKE CAPITAL CORP /IL/ | 0.03% | 0.47% | 5,148 | 5,148 | 100.00% | 358,970 | Jun 30, 2024 |
| ISTHMUS PARTNERS, LLC | 0.33% | 0.38% | 57,306 | -651 | -1.12% | 3,995,947 | Jun 30, 2024 |
| FOUNDRY PARTNERS, LLC | 0.42% | 0.27% | 72,363 | 72,363 | 100.00% | 5,045,872 | Jun 30, 2024 |
| EFG ASSET MANAGEMENT (NORTH AMERICA) CORP. | 0.12% | 0.26% | 21,662 | -4,648 | -17.67% | 1,508,217 | Jun 30, 2024 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 0.15% | 0.26% | 26,208 | 21,954 | 516.08% | 1,827,484 | Jun 30, 2024 |
| CORNERCAP INVESTMENT COUNSEL INC | 0.12% | 0.24% | 21,206 | -192 | -0.90% | 1,478,694 | Jun 30, 2024 |
| OLYMPIAD RESEARCH LP | 0.02% | 0.18% | 3,570 | -2,138 | -37.46% | 248,936 | Jun 30, 2024 |
| DYNAMIC TECHNOLOGY LAB PRIVATE LTD | 0.07% | 0.10% | 12,604 | 5,748 | 83.84% | 879,000 | Jun 30, 2024 |
| VERITY ASSET MANAGEMENT, INC. | 0.02% | 0.09% | 3,310 | 3,310 | 100.00% | 230,806 | Jun 30, 2024 |
| INSPIRE INVESTING, LLC | 0.06% | 0.09% | 10,867 | 10,867 | 100.00% | 757,756 | Jun 30, 2024 |
| DARK FOREST CAPITAL MANAGEMENT LP | 0.03% | 0.07% | 5,873 | 503 | 9.37% | 409,524 | Jun 30, 2024 |
| GLOBEFLEX CAPITAL L P | 0.06% | 0.07% | 10,193 | 8,390 | 465.34% | 710,758 | Jun 30, 2024 |
The largest Hyster-Yale Materials Handling shareholder by % of total assets is VALUEWORKS LLC. The company owns 256.36K shares of Hyster-Yale Materials Handling (HY), representing 5.55% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.56% | 0.02% | 97,589 | 97,589 | 100.00% | 6,800,829 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 0.87% | 0.01% | 151,241 | 90,696 | 149.80% | 10,546,035 | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 1.27% | 0.05% | 220,865 | 85,906 | 63.65% | 15,390,000 | Jun 30, 2024 |
| FOUNDRY PARTNERS, LLC | 0.42% | 0.27% | 72,363 | 72,363 | 100.00% | 5,045,872 | Jun 30, 2024 |
| STATE STREET CORP | 1.85% | 0.00% | 320,806 | 53,949 | 20.22% | 22,369,802,000 | Jun 30, 2024 |
| INVESCO LTD. | 0.50% | 0.00% | 86,432 | 41,283 | 91.44% | 6,026,903 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.21% | 0.00% | 36,014 | 36,014 | 100.00% | 2,511,256 | Jun 30, 2024 |
| DEUTSCHE BANK AG\ | 0.23% | 0.00% | 39,471 | 33,239 | 533.36% | 2,752,313 | Jun 30, 2024 |
| DE LISLE PARTNERS LLP | 0.19% | 0.50% | 32,599 | 32,599 | 100.00% | 2,269,705 | Jun 30, 2024 |
| SCOTIA CAPITAL INC. | 0.18% | 0.01% | 30,970 | 30,970 | 100.00% | 2,159,479 | Jun 30, 2024 |
| VANGUARD GROUP INC | 6.27% | 0.00% | 1,087,747 | 25,446 | 2.40% | 75,848,599 | Jun 30, 2024 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 0.15% | 0.26% | 26,208 | 21,954 | 516.08% | 1,827,484 | Jun 30, 2024 |
| ALGERT GLOBAL LLC | 0.16% | 0.07% | 28,503 | 21,583 | 311.89% | 1,988,000 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.17% | 0.00% | 29,970 | 20,158 | 205.44% | 2,089,808 | Jun 30, 2024 |
| ISLAY CAPITAL MANAGEMENT, LLC | 0.11% | 0.97% | 19,399 | 19,399 | 100.00% | 1,352,692 | Jun 30, 2024 |
| PRIVIUM FUND MANAGEMENT (UK) LTD | 0.11% | 0.48% | 18,429 | 18,429 | 100.00% | 1,235,296 | Jun 30, 2024 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 0.10% | 0.00% | 18,100 | 18,100 | 100.00% | 1,262,113 | Jun 30, 2024 |
| MORGAN STANLEY | 0.73% | 0.00% | 126,907 | 17,044 | 15.51% | 8,849,279 | Jun 30, 2024 |
| BLACKROCK INC. | 4.96% | 0.00% | 860,582 | 15,774 | 1.87% | 60,008,383 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.47% | 0.00% | 254,212 | 15,551 | 6.52% | 17,730,154 | Jun 30, 2024 |
As of Jun 30 2024, Hyster-Yale Materials Handling's largest institutional buyer is MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.. The company purchased 97.59K stocks of HY, valued at $6.80M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | 0.08% | 0.00% | 13,756 | -273,942 | -95.22% | 952,154 | Jun 30, 2024 |
| FMR LLC | 0.22% | 0.00% | 38,890 | -192,471 | -83.19% | 2,711,804 | Jun 30, 2024 |
| GAMCO INVESTORS, INC. ET AL | 5.25% | 0.69% | 911,164 | -71,258 | -7.25% | 63,535,466 | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.51% | 0.01% | 88,420 | -45,033 | -33.74% | 6,166,000 | Jun 30, 2024 |
| PROSHARE ADVISORS LLC | 0.65% | 0.02% | 112,563 | -21,697 | -16.16% | 7,849,018 | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 0.08% | 0.01% | 13,840 | -20,633 | -59.85% | 965,063 | Jun 30, 2024 |
| JEFFERIES FINANCIAL GROUP INC. | 0.05% | 0.01% | 9,228 | -12,944 | -58.38% | 643,468 | Jun 30, 2024 |
| HRT FINANCIAL LP | - | - | - | -12,666 | -100.00% | - | Jun 30, 2024 |
| SWEDBANK AB | 0.43% | 0.01% | 73,911 | -12,089 | -14.06% | 5,153,814 | Jun 30, 2024 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 0.23% | 0.48% | 40,650 | -11,450 | -21.98% | 2,838,000 | Jun 30, 2024 |
| CRESSET ASSET MANAGEMENT, LLC | - | - | - | -10,874 | -100.00% | - | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.21% | 0.00% | 37,065 | -10,167 | -21.53% | 2,584,542 | Jun 30, 2024 |
| RAYMOND JAMES & ASSOCIATES | 0.06% | 0.00% | 10,148 | -10,080 | -49.83% | 707,620 | Jun 30, 2024 |
| PRUDENTIAL FINANCIAL INC | 0.57% | 0.01% | 99,518 | -9,935 | -9.08% | 6,939,390 | Jun 30, 2024 |
| GALLACHER CAPITAL MANAGEMENT LLC | - | - | - | -8,924 | -100.00% | - | Jun 30, 2024 |
| JUMP FINANCIAL, LLC | 0.03% | 0.01% | 6,006 | -8,295 | -58.00% | 418,798 | Jun 30, 2024 |
| UBS GROUP AG | 0.06% | 0.00% | 11,156 | -8,068 | -41.97% | 777,908 | Jun 30, 2024 |
| OCCUDO QUANTITATIVE STRATEGIES LP | - | - | - | -7,561 | -100.00% | - | Jun 30, 2024 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 0.72% | 0.04% | 124,787 | -7,349 | -5.56% | 8,701,398 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 2.91% | 0.01% | 504,472 | -5,868 | -1.15% | 35,176,513 | Jun 30, 2024 |
As of Jun 30 2024, Hyster-Yale Materials Handling's biggest institutional seller is MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.. The company sold -0.27M shares of HY, valued at $952.15K.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.56% | 0.02% | 97,589 | 97,589 | 100.00% | 6,800,829 | Jun 30, 2024 |
| FOUNDRY PARTNERS, LLC | 0.42% | 0.27% | 72,363 | 72,363 | 100.00% | 5,045,872 | Jun 30, 2024 |
| DE LISLE PARTNERS LLP | 0.19% | 0.50% | 32,599 | 32,599 | 100.00% | 2,269,705 | Jun 30, 2024 |
| SCOTIA CAPITAL INC. | 0.18% | 0.01% | 30,970 | 30,970 | 100.00% | 2,159,479 | Jun 30, 2024 |
| ISLAY CAPITAL MANAGEMENT, LLC | 0.11% | 0.97% | 19,399 | 19,399 | 100.00% | 1,352,692 | Jun 30, 2024 |
| PRIVIUM FUND MANAGEMENT (UK) LTD | 0.11% | 0.48% | 18,429 | 18,429 | 100.00% | 1,235,296 | Jun 30, 2024 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 0.10% | 0.00% | 18,100 | 18,100 | 100.00% | 1,262,113 | Jun 30, 2024 |
| ZACKS INVESTMENT MANAGEMENT | 0.08% | 0.01% | 14,716 | 14,716 | 100.00% | 1,026,130 | Jun 30, 2024 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.04% | 0.00% | 7,616 | 7,616 | 100.00% | 531,000 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.04% | 0.00% | 6,163 | 6,163 | 100.00% | 429,746 | Jun 30, 2024 |
| TOROSO INVESTMENTS, LLC | 0.03% | 0.00% | 5,148 | 5,148 | 100.00% | 358,970 | Jun 30, 2024 |
| CHESAPEAKE CAPITAL CORP /IL/ | 0.03% | 0.47% | 5,148 | 5,148 | 100.00% | 358,970 | Jun 30, 2024 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 0.03% | 0.01% | 5,132 | 5,132 | 100.00% | 357,854 | Jun 30, 2024 |
| GRAHAM CAPITAL MANAGEMENT, L.P. | 0.02% | 0.01% | 3,360 | 3,360 | 100.00% | 234,293 | Jun 30, 2024 |
| VERITY ASSET MANAGEMENT, INC. | 0.02% | 0.09% | 3,310 | 3,310 | 100.00% | 230,806 | Jun 30, 2024 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 0.02% | 0.00% | 3,055 | 3,055 | 100.00% | 213,025 | Jun 30, 2024 |
| DIVERSIFIED TRUST CO | 0.02% | 0.01% | 3,012 | 3,012 | 100.00% | 210,026 | Jun 30, 2024 |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 0.02% | 0.01% | 2,780 | 2,780 | 100.00% | 193,880 | Jun 30, 2024 |
| AQUATIC CAPITAL MANAGEMENT LLC | 0.00% | 0.00% | 400 | 400 | 100.00% | 27,892 | Jun 30, 2024 |
| REDWOOD WEALTH MANAGEMENT GROUP, LLC | 0.00% | 0.01% | 110 | 110 | 100.00% | 7,670 | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | 0.00% | 0.00% | 91 | 91 | 100.00% | 6,346 | Jun 30, 2024 |
| CULLEN/FROST BANKERS, INC. | 0.00% | 0.00% | 79 | 79 | 100.00% | 5,509 | Jun 30, 2024 |
| CONTINUUM ADVISORY, LLC | 0.00% | 0.00% | 39 | 39 | 100.00% | 2,719 | Jun 30, 2024 |
| CREEKMUR ASSET MANAGEMENT LLC | 0.00% | 0.00% | 34 | 34 | 100.00% | 2,371 | Jun 30, 2024 |
| ALLWORTH FINANCIAL LP | 0.00% | - | 21 | 21 | 100.00% | 1,502 | Jun 30, 2024 |
| FIRST HORIZON ADVISORS, INC. | 0.00% | - | 14 | 14 | 100.00% | 976 | Jun 30, 2024 |
| QUADRANT CAPITAL GROUP LLC | - | - | 7 | 7 | 100.00% | 489 | Jun 30, 2024 |
| HUNTINGTON NATIONAL BANK | - | - | 1 | 1 | 100.00% | 70 | Jun 30, 2024 |
Hyster-Yale Materials Handling's largest new institutional shareholder by number of shares is MIRAE ASSET GLOBAL ETFS HOLDINGS LTD., purchased 97.59K shares, valued at $6.80M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| HRT FINANCIAL LP | - | - | - | -12,666 | -100.00% | - | Jun 30, 2024 |
| CRESSET ASSET MANAGEMENT, LLC | - | - | - | -10,874 | -100.00% | - | Jun 30, 2024 |
| GALLACHER CAPITAL MANAGEMENT LLC | - | - | - | -8,924 | -100.00% | - | Jun 30, 2024 |
| OCCUDO QUANTITATIVE STRATEGIES LP | - | - | - | -7,561 | -100.00% | - | Jun 30, 2024 |
| PETRUS TRUST COMPANY, LTA | - | - | - | -5,855 | -100.00% | - | Jun 30, 2024 |
| ENGINEERS GATE MANAGER LP | - | - | - | -5,840 | -100.00% | - | Jun 30, 2024 |
| CAXTON ASSOCIATES LP | - | - | - | -5,790 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -5,488 | -100.00% | - | Jun 30, 2024 |
| Y-INTERCEPT (HONG KONG) LTD | - | - | - | -3,998 | -100.00% | - | Jun 30, 2024 |
| VICTORY CAPITAL MANAGEMENT INC | - | - | - | -3,751 | -100.00% | - | Jun 30, 2024 |
| XTX TOPCO LTD | - | - | - | -3,715 | -100.00% | - | Jun 30, 2024 |
| PEAK6 INVESTMENTS LLC | - | - | - | -2,818 | -100.00% | - | Jun 30, 2024 |
| QUANTBOT TECHNOLOGIES LP | - | - | - | -2,222 | -100.00% | - | Jun 30, 2024 |
| POINT72 ASIA (SINGAPORE) PTE. LTD. | - | - | - | -932 | -100.00% | - | Jun 30, 2024 |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | - | - | - | -863 | -100.00% | - | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -700 | -100.00% | - | Jun 30, 2024 |
| POINT72 (DIFC) LTD | - | - | - | -679 | -100.00% | - | Jun 30, 2024 |
| BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | - | - | - | -609 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -590 | -100.00% | - | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | - | - | - | -417 | -100.00% | - | Jun 30, 2024 |
| HARBOUR INVESTMENTS, INC. | - | - | - | -82 | -100.00% | - | Jun 30, 2024 |
| SIMPLEX TRADING, LLC | - | - | - | -38 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -2 | -100.00% | - | Jun 30, 2024 |
Hyster-Yale Materials Handling's largest sold out institutional shareholder by shares sold is HRT FINANCIAL LP, sold -12.67K shares, valued at -, as of undefined.
Hyster-Yale Materials Handling Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| Nuveen Mortgage & Income Fund/MA/ | 0.51% | 1,500,000 | - | - | Mar 31, 2024 |
| BlackRock Series Fund II, Inc. | 0.48% | 101,000 | - | - | Mar 31, 2024 |
| BlackRock Multi-Sector Opportunities Trust II | 0.42% | 498,318 | - | - | Sep 30, 2023 |
| UBS INVESTMENT TRUST | 0.40% | 400,000 | 400,000 | - | Feb 29, 2024 |
| Nuveen Mortgage & Income Fund/MA/ | 0.34% | 1,000,000 | - | - | Mar 31, 2024 |
| Nuveen Core Plus Impact Fund | 0.32% | 2,500,000 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS II INC | 0.29% | 2,515,000 | - | - | Mar 31, 2024 |
| Tributary Funds, Inc. | 0.25% | 1,265,000 | - | - | Dec 31, 2023 |
| PPM Funds | 0.19% | 150,000 | - | - | Mar 31, 2024 |
| TEMPLETON GLOBAL SMALLER COMPANIES FUND | 0.17% | 116,400 | - | - | Feb 29, 2024 |
| DOMINI INVESTMENT TRUST | 0.16% | 915,000 | - | - | Jan 31, 2024 |
| AMERICAN CENTURY GOVERNMENT INCOME TRUST | 0.15% | 7,165,000 | - | - | Mar 31, 2024 |
| TIAA-CREF LIFE FUNDS | 0.15% | 400,000 | - | - | Mar 31, 2024 |
| HEARTLAND GROUP INC | 0.14% | 80,000 | - | - | Mar 31, 2024 |
| T. Rowe Price New Income Fund, Inc. | 0.14% | 25,505,000 | - | - | Feb 29, 2024 |
| DOMINI INVESTMENT TRUST | 0.12% | 700,000 | - | - | Jan 31, 2024 |
| TOUCHSTONE FUNDS GROUP TRUST | 0.12% | 3,000,000 | - | - | Mar 31, 2024 |
| METROPOLITAN WEST FUNDS | 0.10% | 85,675,000 | - | - | Mar 28, 2024 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.10% | 250,000 | - | - | Mar 31, 2024 |
| Catholic Responsible Investments Funds | 0.10% | 3,750,000 | -835,000 | -18.21% | Jan 31, 2024 |
| Columbia Funds Variable Series Trust II | 0.09% | 2,770,000 | - | - | Mar 31, 2024 |
| TCW STRATEGIC INCOME FUND INC | 0.08% | 560,000 | - | - | Mar 31, 2024 |
| T. Rowe Price Spectrum Funds II, Inc. | 0.08% | 1,110,000 | - | - | Feb 29, 2024 |
| Federated Hermes MDT Series | 0.07% | 179,108 | 92,639 | 107.14% | Jan 31, 2024 |
| Nuveen Core Plus Impact Fund | 0.06% | 500,000 | -180,000 | -26.47% | Mar 31, 2024 |
| DOMINI INVESTMENT TRUST | 0.06% | 365,000 | - | - | Jan 31, 2024 |
| T. Rowe Price Equity Series, Inc. | 0.06% | 100,000 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY STRATEGIC ASSET ALLOCATIONS INC | 0.06% | 825,000 | - | - | Jan 31, 2024 |
| DEUTSCHE DWS INCOME TRUST | 0.06% | 2,000,000 | - | - | Mar 31, 2024 |
| MML SERIES INVESTMENT FUND | 0.04% | 385,000 | - | - | Dec 31, 2023 |
| GABELLI EQUITY SERIES FUNDS INC | 0.04% | 32,000 | - | - | Dec 29, 2023 |
| Voya Separate Portfolios Trust | 0.04% | 940,000 | - | - | Feb 29, 2024 |
| Voya FUNDS TRUST | 0.04% | 10,360,000 | - | - | Mar 31, 2024 |
| Guardian Variable Products Trust | 0.04% | 600,000 | - | - | Mar 31, 2024 |
| IndexIQ Active ETF Trust | 0.04% | 565,000 | -150,000 | -20.98% | Jan 31, 2024 |
| Humankind Benefit Corp | 0.03% | 715 | - | - | Dec 31, 2023 |
| FIRST TRUST EXCHANGE-TRADED FUND VIII | 0.03% | 3,537,000 | - | - | Feb 29, 2024 |
| BlackRock ESG Capital Allocation Trust | 0.03% | 2,000,000 | - | - | Mar 31, 2024 |
| NUVEEN INVESTMENT FUNDS INC | 0.03% | 1,000,000 | - | - | Feb 29, 2024 |
| BRIDGEWAY FUNDS INC | 0.03% | 64,600 | - | - | Mar 28, 2024 |
| Ultimus Managers Trust | 0.03% | 310,000 | - | - | Feb 29, 2024 |
| Managed Account Series II | 0.03% | 208,000 | - | - | Jan 31, 2024 |
| UNDISCOVERED MANAGERS FUNDS | 0.02% | 177,594 | -4,730 | -2.59% | Dec 31, 2023 |
| AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.02% | 50,000 | - | - | Mar 31, 2024 |
| TCW STRATEGIC INCOME FUND INC | 0.02% | 150,000 | - | - | Mar 31, 2024 |
| UBS FUNDS | 0.02% | 100,000 | - | - | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENT TRUST | 0.02% | 60,000 | - | - | Jan 31, 2024 |
| Nuveen Real Asset Income & Growth Fund | 0.02% | 45,000 | - | - | Mar 31, 2024 |
| Nuveen Managed Accounts Portfolios Trust | 0.02% | 235,000 | - | - | Jan 31, 2024 |
| DEUTSCHE DWS VARIABLE SERIES I | 0.02% | 5,590 | - | - | Mar 31, 2024 |
| NUVEEN INVESTMENT FUNDS INC | 0.01% | 500,000 | - | - | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.01% | 7,125 | - | - | Mar 31, 2024 |
| GAMCO GLOBAL SERIES FUNDS, INC | 0.01% | 7,000 | - | - | Dec 29, 2023 |
| GABELLI ASSET FUND | 0.01% | 4,000 | - | - | Dec 29, 2023 |
| MAINSTAY FUNDS | 0.01% | 2,570,000 | -1,845,000 | -41.79% | Jan 31, 2024 |
| NORTHWESTERN MUTUAL SERIES FUND INC | 0.01% | 1,175,000 | - | - | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND VIII | 0.01% | 1,190,000 | - | - | Feb 29, 2024 |
| Vericimetry Funds | 0.01% | 840 | - | - | Mar 31, 2024 |
| VANGUARD FIXED INCOME SECURITIES FUNDS | 0.01% | 16,975,000 | - | - | Jan 31, 2024 |
| METROPOLITAN WEST FUNDS | 0.01% | 6,991,000 | - | - | Mar 28, 2024 |
| ROYCE FUND | 0.01% | 53,466 | - | - | Mar 31, 2024 |
| BLACKROCK ALLOCATION TARGET SHARES | 0.01% | 711,882 | - | - | Mar 28, 2024 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.01% | 8,285,000 | -3,715,000 | -30.96% | Mar 31, 2024 |
| BLACKROCK ALLOCATION TARGET SHARES | 0.01% | 669,000 | - | - | Mar 28, 2024 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.01% | 7,500,000 | - | - | Mar 31, 2024 |
| DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. | 0.01% | 14,706 | - | - | Mar 31, 2024 |
| Gabelli Go Anywhere Trust | 0.01% | 1,700 | - | - | Sep 30, 2021 |
| LORD ABBETT INVESTMENT TRUST | 0.01% | 6,310,000 | - | - | Feb 29, 2024 |
| MAINSTAY FUNDS | 0.01% | 1,540,000 | 1,540,000 | - | Jan 31, 2024 |
| GABELLI DIVIDEND & INCOME TRUST | 0.01% | 11,000 | - | - | Dec 29, 2023 |
| J.P. Morgan Exchange-Traded Fund Trust | 0.01% | 3,000,000 | - | - | Feb 29, 2024 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.01% | 7,000,000 | - | - | Mar 31, 2024 |
| VANGUARD VARIABLE INSURANCE FUNDS | 0.01% | 330,000 | - | - | Mar 31, 2024 |
| BNY Mellon Strategic Funds, Inc. | 0.01% | 14,124 | - | - | Mar 31, 2024 |
| MAINSTAY VP FUNDS TRUST | 0.01% | 745,000 | 745,000 | - | Mar 31, 2024 |
| T. Rowe Price Quantitative Management Funds, Inc. | 0.01% | 17,901 | 17,901 | - | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.01% | 21,535 | - | - | Jan 31, 2024 |
| MAINSTAY VP FUNDS TRUST | 0.01% | 665,000 | -795,000 | -54.45% | Mar 31, 2024 |
| FORUM FUNDS | 0.01% | 11,750 | - | - | Jan 31, 2024 |
| PUTNAM INVESTMENT FUNDS | 0.00% | 23,688 | - | - | Jan 31, 2024 |
| ADVISORS' INNER CIRCLE FUND | 0.00% | 115,000 | - | - | Jan 31, 2024 |
| TIAA-CREF FUNDS | 0.00% | 14,650,000 | - | - | Mar 31, 2024 |
| JPMORGAN TRUST II | 0.00% | 4,180,000 | - | - | Feb 29, 2024 |
| AMERICAN CENTURY INVESTMENT TRUST | 0.00% | 550,000 | - | - | Mar 31, 2024 |
| HOTCHKIS & WILEY FUNDS /DE/ | 0.00% | 43,527 | - | - | Mar 31, 2024 |
| Fidelity Commonwealth Trust II | 0.00% | 23,108 | - | - | Aug 31, 2023 |
| QUANTITATIVE MASTER SERIES LLC | 0.00% | 19,409 | - | - | Mar 31, 2024 |
| FIDELITY PURITAN TRUST | 0.00% | 162,579 | -257,472 | -61.30% | Jan 31, 2024 |
| IndexIQ ETF Trust | 0.00% | 6,529 | -448 | -6.42% | Jan 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.00% | 1,681 | - | - | Mar 31, 2024 |
| Lattice Strategies Trust | 0.00% | 3,916 | 3,916 | - | Mar 31, 2024 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 2,500,000 | - | - | Mar 31, 2024 |
| Global X Funds | 0.00% | 95,663 | -81,457 | -45.99% | Feb 29, 2024 |
| MAINSTAY FUNDS TRUST | 0.00% | 440,000 | - | - | Jan 31, 2024 |
| JPMorgan Trust I | 0.00% | 2,550,000 | - | - | Jan 31, 2024 |
| VANGUARD INDEX FUNDS | 0.00% | 848,059 | -278,492 | -24.72% | Mar 31, 2024 |
| OBERWEIS FUNDS | 0.00% | 1,900 | - | - | Mar 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 404 | - | - | Mar 31, 2024 |
| TIAA-CREF FUNDS | 0.00% | 5,500,000 | - | - | Mar 31, 2024 |
| TCW FUNDS INC | 0.00% | 2,185,000 | - | - | Jan 31, 2024 |
Hyster-Yale Materials Handling's largest mutual fund holder by % of total assets is "Nuveen Mortgage & Income Fund/MA/", owning 1.50M shares, compromising 0.51% of its total assets.
Hyster-Yale Materials Handling Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 74 | -56.21% |
| 31 Mar, 24 | 169 | 3.05% |
| 31 Dec, 23 | 164 | 17.14% |
| 30 Sep, 23 | 140 | -2.10% |
| 30 Jun, 23 | 143 | 6.72% |
| 31 Mar, 23 | 134 | 25.23% |
| 31 Dec, 22 | 107 | 18.89% |
| 30 Sep, 22 | 90 | -10.89% |
| 30 Jun, 22 | 101 | -2.88% |
| 31 Mar, 22 | 104 | -0.95% |
| 31 Dec, 21 | 105 | -12.50% |
| 30 Sep, 21 | 120 | -8.40% |
| 30 Jun, 21 | 131 | -2.24% |
| 31 Mar, 21 | 134 | 11.67% |
| 31 Dec, 20 | 120 | 11.11% |
| 30 Sep, 20 | 108 | - |
| 30 Jun, 20 | 108 | -1.82% |
| 31 Mar, 20 | 110 | -8.33% |
| 31 Dec, 19 | 120 | -9.09% |
| 30 Sep, 19 | 132 | 3.94% |
| 30 Jun, 19 | 127 | -2.31% |
| 31 Mar, 19 | 130 | -1.52% |
| 31 Dec, 18 | 132 | -2.22% |
| 30 Sep, 18 | 135 | -4.26% |
| 30 Jun, 18 | 141 | -6.62% |
| 31 Mar, 18 | 151 | 1.34% |
| 31 Dec, 17 | 149 | - |
| 30 Sep, 17 | 149 | 7.19% |
| 30 Jun, 17 | 139 | 17.80% |
| 31 Mar, 17 | 118 | -11.28% |
| 31 Dec, 16 | 133 | 3.91% |
| 30 Sep, 16 | 128 | -0.78% |
| 30 Jun, 16 | 129 | -3.73% |
| 31 Mar, 16 | 134 | 0.75% |
| 31 Dec, 15 | 133 | -7.64% |
| 30 Sep, 15 | 144 | -8.86% |
| 30 Jun, 15 | 158 | -3.66% |
| 31 Mar, 15 | 164 | - |
| 31 Dec, 14 | 164 | 1.23% |
| 30 Sep, 14 | 162 | 0.62% |
| 30 Jun, 14 | 161 | 0.63% |
| 31 Mar, 14 | 160 | 0.63% |
| 31 Dec, 13 | 159 | 3.25% |
| 30 Sep, 13 | 154 | 17.56% |
| 30 Jun, 13 | 131 | 184.78% |
| 31 Mar, 13 | 46 | -6.12% |
| 31 Dec, 12 | 49 | - |
As of 30 Jun 24, 74 institutions are holding Hyster-Yale Materials Handling's shares, representing a decrease of -56.21% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 2,588,152 | -69.43% |
| 31 Mar, 24 | 8,465,204 | 4.40% |
| 31 Dec, 23 | 8,108,494 | 2.39% |
| 30 Sep, 23 | 7,919,492 | 4.22% |
| 30 Jun, 23 | 7,598,629 | -12.49% |
| 31 Mar, 23 | 8,683,638 | 18.93% |
| 31 Dec, 22 | 7,301,391 | 1.30% |
| 30 Sep, 22 | 7,207,614 | -2.71% |
| 30 Jun, 22 | 7,408,296 | -0.69% |
| 31 Mar, 22 | 7,459,608 | 0.07% |
| 31 Dec, 21 | 7,454,591 | -3.56% |
| 30 Sep, 21 | 7,729,580 | -0.13% |
| 30 Jun, 21 | 7,739,623 | -0.97% |
| 31 Mar, 21 | 7,815,191 | 0.28% |
| 31 Dec, 20 | 7,793,043 | 7.44% |
| 30 Sep, 20 | 7,253,283 | -3.03% |
| 30 Jun, 20 | 7,479,723 | -0.88% |
| 31 Mar, 20 | 7,546,346 | -1.17% |
| 31 Dec, 19 | 7,635,918 | 2.51% |
| 30 Sep, 19 | 7,448,728 | -2.55% |
| 30 Jun, 19 | 7,643,602 | -3.05% |
| 31 Mar, 19 | 7,883,809 | -5.99% |
| 31 Dec, 18 | 8,386,583 | -3.99% |
| 30 Sep, 18 | 8,735,491 | -3.26% |
| 30 Jun, 18 | 9,030,224 | -0.36% |
| 31 Mar, 18 | 9,062,784 | -0.14% |
| 31 Dec, 17 | 9,075,589 | 1.22% |
| 30 Sep, 17 | 8,965,924 | 0.45% |
| 30 Jun, 17 | 8,925,625 | -0.77% |
| 31 Mar, 17 | 8,995,003 | -0.00% |
| 31 Dec, 16 | 8,995,290 | -1.17% |
| 30 Sep, 16 | 9,101,534 | -2.07% |
| 30 Jun, 16 | 9,293,858 | -0.21% |
| 31 Mar, 16 | 9,313,024 | 2.41% |
| 31 Dec, 15 | 9,093,984 | -39.95% |
| 30 Sep, 15 | 15,143,362 | 75.58% |
| 30 Jun, 15 | 8,624,951 | -4.04% |
| 31 Mar, 15 | 8,988,017 | -0.18% |
| 31 Dec, 14 | 9,004,674 | -8.66% |
| 30 Sep, 14 | 9,858,555 | 1.04% |
| 30 Jun, 14 | 9,756,821 | -0.36% |
| 31 Mar, 14 | 9,791,955 | 0.90% |
| 31 Dec, 13 | 9,704,957 | 0.79% |
| 30 Sep, 13 | 9,628,774 | 3.94% |
| 30 Jun, 13 | 9,263,876 | 160.52% |
| 31 Mar, 13 | 3,555,944 | -3.85% |
| 31 Dec, 12 | 3,698,442 | - |
Hyster-Yale Materials Handling (HY) has 2.59M shares outstanding as of 30 Jun 24, down -69.43% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 14.93% | 0.63% |
| 31 Mar, 24 | 48.82% | 2.19% |
| 31 Dec, 23 | 47.19% | 2.22% |
| 30 Sep, 23 | 46.11% | 2.35% |
| 30 Jun, 23 | 44.27% | 1.71% |
| 31 Mar, 23 | 50.93% | 2.74% |
| 31 Dec, 22 | 43.11% | 2.38% |
| 30 Sep, 22 | 42.60% | 2.21% |
| 30 Jun, 22 | 43.92% | 2.24% |
| 31 Mar, 22 | 44.27% | 2.25% |
| 31 Dec, 21 | 44.33% | 2.10% |
| 30 Sep, 21 | 45.96% | 2.17% |
| 30 Jun, 21 | 46.03% | 2.13% |
| 31 Mar, 21 | 46.49% | 2.16% |
| 31 Dec, 20 | 46.38% | 2.49% |
| 30 Sep, 20 | 43.19% | 2.18% |
| 30 Jun, 20 | 44.56% | 2.19% |
| 31 Mar, 20 | 45.12% | 2.15% |
| 31 Dec, 19 | 45.82% | 2.29% |
| 30 Sep, 19 | 44.71% | 2.12% |
| 30 Jun, 19 | 45.89% | 2.04% |
| 31 Mar, 19 | 47.47% | 1.85% |
| 31 Dec, 18 | 50.65% | 1.82% |
| 30 Sep, 18 | 52.77% | 1.77% |
| 30 Jun, 18 | 54.56% | 1.81% |
| 31 Mar, 18 | 54.91% | 1.80% |
| 31 Dec, 17 | 55.18% | 1.86% |
| 30 Sep, 17 | 54.48% | 1.85% |
| 30 Jun, 17 | 54.25% | 1.81% |
| 31 Mar, 17 | 54.78% | 1.82% |
| 31 Dec, 16 | 54.93% | 1.78% |
| 30 Sep, 16 | 55.55% | 1.73% |
| 30 Jun, 16 | 56.74% | 1.75% |
| 31 Mar, 16 | 56.95% | 1.83% |
| 31 Dec, 15 | 55.77% | 0.65% |
| 30 Sep, 15 | 92.80% | 3.32% |
| 30 Jun, 15 | 52.87% | 1.73% |
| 31 Mar, 15 | 55.22% | 1.80% |
| 31 Dec, 14 | 55.32% | 1.57% |
| 30 Sep, 14 | 59.33% | 1.76% |
| 30 Jun, 14 | 58.07% | 1.70% |
| 31 Mar, 14 | 58.39% | 1.73% |
| 31 Dec, 13 | 58.03% | 1.75% |
| 30 Sep, 13 | 57.62% | 1.88% |
| 30 Jun, 13 | 55.37% | 12.28% |
| 31 Mar, 13 | 21.23% | 4.36% |
| 31 Dec, 12 | 22.06% | - |
As of 30 Jun 24, Hyster-Yale Materials Handling is held by 14.93% institutional shareholders, representing a 0.63% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 36 | -59.09% |
| 31 Mar, 24 | 88 | -3.30% |
| 31 Dec, 23 | 91 | 26.39% |
| 30 Sep, 23 | 72 | 12.50% |
| 30 Jun, 23 | 64 | -17.95% |
| 31 Mar, 23 | 78 | 47.17% |
| 31 Dec, 22 | 53 | 6.00% |
| 30 Sep, 22 | 50 | 4.17% |
| 30 Jun, 22 | 48 | -2.04% |
| 31 Mar, 22 | 49 | -10.91% |
| 31 Dec, 21 | 55 | 19.57% |
| 30 Sep, 21 | 46 | -2.13% |
| 30 Jun, 21 | 47 | -21.67% |
| 31 Mar, 21 | 60 | 20.00% |
| 31 Dec, 20 | 50 | 11.11% |
| 30 Sep, 20 | 45 | - |
| 30 Jun, 20 | 45 | - |
| 31 Mar, 20 | 45 | -11.76% |
| 31 Dec, 19 | 51 | -17.74% |
| 30 Sep, 19 | 62 | 16.98% |
| 30 Jun, 19 | 53 | -10.17% |
| 31 Mar, 19 | 59 | 1.72% |
| 31 Dec, 18 | 58 | 1.75% |
| 30 Sep, 18 | 57 | 1.79% |
| 30 Jun, 18 | 56 | -8.20% |
| 31 Mar, 18 | 61 | -19.74% |
| 31 Dec, 17 | 76 | -6.17% |
| 30 Sep, 17 | 81 | 9.46% |
| 30 Jun, 17 | 74 | 57.45% |
| 31 Mar, 17 | 47 | 2.17% |
| 31 Dec, 16 | 46 | -11.54% |
| 30 Sep, 16 | 52 | 1.96% |
| 30 Jun, 16 | 51 | 6.25% |
| 31 Mar, 16 | 48 | -7.69% |
| 31 Dec, 15 | 52 | -26.76% |
| 30 Sep, 15 | 71 | 1.43% |
| 30 Jun, 15 | 70 | -11.39% |
| 31 Mar, 15 | 79 | 9.72% |
| 31 Dec, 14 | 72 | -2.70% |
| 30 Sep, 14 | 74 | -5.13% |
| 30 Jun, 14 | 78 | 4.00% |
| 31 Mar, 14 | 75 | -8.54% |
| 31 Dec, 13 | 82 | - |
| 30 Sep, 13 | 82 | -18.00% |
| 30 Jun, 13 | 100 | 270.37% |
| 31 Mar, 13 | 27 | -44.90% |
| 31 Dec, 12 | 49 | - |
36 institutional shareholders have increased their position in HY stock as of 30 Jun 24 compared to 88 in the previous quarter (a -59.09% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 25 | -56.14% |
| 31 Mar, 24 | 57 | 14.00% |
| 31 Dec, 23 | 50 | 6.38% |
| 30 Sep, 23 | 47 | -11.32% |
| 30 Jun, 23 | 53 | 43.24% |
| 31 Mar, 23 | 37 | -5.13% |
| 31 Dec, 22 | 39 | 56.00% |
| 30 Sep, 22 | 25 | -28.57% |
| 30 Jun, 22 | 35 | -12.50% |
| 31 Mar, 22 | 40 | 37.93% |
| 31 Dec, 21 | 29 | -38.30% |
| 30 Sep, 21 | 47 | -4.08% |
| 30 Jun, 21 | 49 | -3.92% |
| 31 Mar, 21 | 51 | 15.91% |
| 31 Dec, 20 | 44 | 7.32% |
| 30 Sep, 20 | 41 | 13.89% |
| 30 Jun, 20 | 36 | -14.29% |
| 31 Mar, 20 | 42 | - |
| 31 Dec, 19 | 42 | 10.53% |
| 30 Sep, 19 | 38 | -9.52% |
| 30 Jun, 19 | 42 | 16.67% |
| 31 Mar, 19 | 36 | -26.53% |
| 31 Dec, 18 | 49 | 2.08% |
| 30 Sep, 18 | 48 | -9.43% |
| 30 Jun, 18 | 53 | -8.62% |
| 31 Mar, 18 | 58 | 20.83% |
| 31 Dec, 17 | 48 | 33.33% |
| 30 Sep, 17 | 36 | -10.00% |
| 30 Jun, 17 | 40 | -13.04% |
| 31 Mar, 17 | 46 | -20.69% |
| 31 Dec, 16 | 58 | 41.46% |
| 30 Sep, 16 | 41 | -14.58% |
| 30 Jun, 16 | 48 | -15.79% |
| 31 Mar, 16 | 57 | 3.64% |
| 31 Dec, 15 | 55 | 22.22% |
| 30 Sep, 15 | 45 | -21.05% |
| 30 Jun, 15 | 57 | 23.91% |
| 31 Mar, 15 | 46 | -22.03% |
| 31 Dec, 14 | 59 | 3.51% |
| 30 Sep, 14 | 57 | 11.76% |
| 30 Jun, 14 | 51 | -12.07% |
| 31 Mar, 14 | 58 | 31.82% |
| 31 Dec, 13 | 44 | -4.35% |
| 30 Sep, 13 | 46 | 109.09% |
| 30 Jun, 13 | 22 | 57.14% |
| 31 Mar, 13 | 14 | - |
| 31 Dec, 12 | - | - |
25 institutional shareholders have reduced their position in HY stock as of 30 Jun 24 compared to 57 in the previous quarter (a -56.14% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 74 | -56.21% | 2,588,152 | -69.43% | 14.93% | 0.63% | 36 | -59.09% | 25 | -56.14% |
| 31 Mar, 24 | 169 | 3.05% | 8,465,204 | 4.40% | 48.82% | 2.19% | 88 | -3.30% | 57 | 14.00% |
| 31 Dec, 23 | 164 | 17.14% | 8,108,494 | 2.39% | 47.19% | 2.22% | 91 | 26.39% | 50 | 6.38% |
| 30 Sep, 23 | 140 | -2.10% | 7,919,492 | 4.22% | 46.11% | 2.35% | 72 | 12.50% | 47 | -11.32% |
| 30 Jun, 23 | 143 | 6.72% | 7,598,629 | -12.49% | 44.27% | 1.71% | 64 | -17.95% | 53 | 43.24% |
| 31 Mar, 23 | 134 | 25.23% | 8,683,638 | 18.93% | 50.93% | 2.74% | 78 | 47.17% | 37 | -5.13% |
| 31 Dec, 22 | 107 | 18.89% | 7,301,391 | 1.30% | 43.11% | 2.38% | 53 | 6.00% | 39 | 56.00% |
| 30 Sep, 22 | 90 | -10.89% | 7,207,614 | -2.71% | 42.60% | 2.21% | 50 | 4.17% | 25 | -28.57% |
| 30 Jun, 22 | 101 | -2.88% | 7,408,296 | -0.69% | 43.92% | 2.24% | 48 | -2.04% | 35 | -12.50% |
| 31 Mar, 22 | 104 | -0.95% | 7,459,608 | 0.07% | 44.27% | 2.25% | 49 | -10.91% | 40 | 37.93% |
| 31 Dec, 21 | 105 | -12.50% | 7,454,591 | -3.56% | 44.33% | 2.10% | 55 | 19.57% | 29 | -38.30% |
| 30 Sep, 21 | 120 | -8.40% | 7,729,580 | -0.13% | 45.96% | 2.17% | 46 | -2.13% | 47 | -4.08% |
| 30 Jun, 21 | 131 | -2.24% | 7,739,623 | -0.97% | 46.03% | 2.13% | 47 | -21.67% | 49 | -3.92% |
| 31 Mar, 21 | 134 | 11.67% | 7,815,191 | 0.28% | 46.49% | 2.16% | 60 | 20.00% | 51 | 15.91% |
| 31 Dec, 20 | 120 | 11.11% | 7,793,043 | 7.44% | 46.38% | 2.49% | 50 | 11.11% | 44 | 7.32% |
| 30 Sep, 20 | 108 | - | 7,253,283 | -3.03% | 43.19% | 2.18% | 45 | - | 41 | 13.89% |
| 30 Jun, 20 | 108 | -1.82% | 7,479,723 | -0.88% | 44.56% | 2.19% | 45 | - | 36 | -14.29% |
| 31 Mar, 20 | 110 | -8.33% | 7,546,346 | -1.17% | 45.12% | 2.15% | 45 | -11.76% | 42 | - |
| 31 Dec, 19 | 120 | -9.09% | 7,635,918 | 2.51% | 45.82% | 2.29% | 51 | -17.74% | 42 | 10.53% |
| 30 Sep, 19 | 132 | 3.94% | 7,448,728 | -2.55% | 44.71% | 2.12% | 62 | 16.98% | 38 | -9.52% |
| 30 Jun, 19 | 127 | -2.31% | 7,643,602 | -3.05% | 45.89% | 2.04% | 53 | -10.17% | 42 | 16.67% |
| 31 Mar, 19 | 130 | -1.52% | 7,883,809 | -5.99% | 47.47% | 1.85% | 59 | 1.72% | 36 | -26.53% |
| 31 Dec, 18 | 132 | -2.22% | 8,386,583 | -3.99% | 50.65% | 1.82% | 58 | 1.75% | 49 | 2.08% |
| 30 Sep, 18 | 135 | -4.26% | 8,735,491 | -3.26% | 52.77% | 1.77% | 57 | 1.79% | 48 | -9.43% |
| 30 Jun, 18 | 141 | -6.62% | 9,030,224 | -0.36% | 54.56% | 1.81% | 56 | -8.20% | 53 | -8.62% |
| 31 Mar, 18 | 151 | 1.34% | 9,062,784 | -0.14% | 54.91% | 1.80% | 61 | -19.74% | 58 | 20.83% |
| 31 Dec, 17 | 149 | - | 9,075,589 | 1.22% | 55.18% | 1.86% | 76 | -6.17% | 48 | 33.33% |
| 30 Sep, 17 | 149 | 7.19% | 8,965,924 | 0.45% | 54.48% | 1.85% | 81 | 9.46% | 36 | -10.00% |
| 30 Jun, 17 | 139 | 17.80% | 8,925,625 | -0.77% | 54.25% | 1.81% | 74 | 57.45% | 40 | -13.04% |
| 31 Mar, 17 | 118 | -11.28% | 8,995,003 | -0.00% | 54.78% | 1.82% | 47 | 2.17% | 46 | -20.69% |
| 31 Dec, 16 | 133 | 3.91% | 8,995,290 | -1.17% | 54.93% | 1.78% | 46 | -11.54% | 58 | 41.46% |
| 30 Sep, 16 | 128 | -0.78% | 9,101,534 | -2.07% | 55.55% | 1.73% | 52 | 1.96% | 41 | -14.58% |
| 30 Jun, 16 | 129 | -3.73% | 9,293,858 | -0.21% | 56.74% | 1.75% | 51 | 6.25% | 48 | -15.79% |
| 31 Mar, 16 | 134 | 0.75% | 9,313,024 | 2.41% | 56.95% | 1.83% | 48 | -7.69% | 57 | 3.64% |
| 31 Dec, 15 | 133 | -7.64% | 9,093,984 | -39.95% | 55.77% | 0.65% | 52 | -26.76% | 55 | 22.22% |
| 30 Sep, 15 | 144 | -8.86% | 15,143,362 | 75.58% | 92.80% | 3.32% | 71 | 1.43% | 45 | -21.05% |
| 30 Jun, 15 | 158 | -3.66% | 8,624,951 | -4.04% | 52.87% | 1.73% | 70 | -11.39% | 57 | 23.91% |
| 31 Mar, 15 | 164 | - | 8,988,017 | -0.18% | 55.22% | 1.80% | 79 | 9.72% | 46 | -22.03% |
| 31 Dec, 14 | 164 | 1.23% | 9,004,674 | -8.66% | 55.32% | 1.57% | 72 | -2.70% | 59 | 3.51% |
| 30 Sep, 14 | 162 | 0.62% | 9,858,555 | 1.04% | 59.33% | 1.76% | 74 | -5.13% | 57 | 11.76% |
| 30 Jun, 14 | 161 | 0.63% | 9,756,821 | -0.36% | 58.07% | 1.70% | 78 | 4.00% | 51 | -12.07% |
| 31 Mar, 14 | 160 | 0.63% | 9,791,955 | 0.90% | 58.39% | 1.73% | 75 | -8.54% | 58 | 31.82% |
| 31 Dec, 13 | 159 | 3.25% | 9,704,957 | 0.79% | 58.03% | 1.75% | 82 | - | 44 | -4.35% |
| 30 Sep, 13 | 154 | 17.56% | 9,628,774 | 3.94% | 57.62% | 1.88% | 82 | -18.00% | 46 | 109.09% |
| 30 Jun, 13 | 131 | 184.78% | 9,263,876 | 160.52% | 55.37% | 12.28% | 100 | 270.37% | 22 | 57.14% |
| 31 Mar, 13 | 46 | -6.12% | 3,555,944 | -3.85% | 21.23% | 4.36% | 27 | -44.90% | 14 | - |
| 31 Dec, 12 | 49 | - | 3,698,442 | - | 22.06% | - | 49 | - | - | - |
Hyster-Yale Materials Handling Insider Shareholders Trades
Open Market Insider Trades
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Hyster-Yale Materials Handling's stock was made by BUTLER JOHN C JR on Jun 17 2024, selling 2,606 shares at - per share (valued at -).
Hyster-Yale Materials Handling Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 15 | - | - |
| Q2 2024 | 38 | 27 | 140.74% |
| Q1 2024 | 25 | 13 | 192.31% |
| Q4 2023 | 117 | 19 | 615.79% |
| Q3 2023 | 42 | 16 | 262.50% |
| Q2 2023 | 16 | 1 | 1600.00% |
| Q1 2023 | 15 | 5 | 300.00% |
| Q4 2022 | 92 | 29 | 317.24% |
| Q3 2022 | 17 | 1 | 1700.00% |
| Q2 2022 | 17 | 1 | 1700.00% |
| Q1 2022 | 31 | 3 | 1033.33% |
| Q4 2021 | 650 | 191 | 340.31% |
| Q3 2021 | 21 | 1 | 2100.00% |
| Q2 2021 | 19 | 1 | 1900.00% |
| Q1 2021 | 152 | 21 | 723.81% |
| Q4 2020 | 115 | 67 | 171.64% |
| Q3 2020 | 21 | - | - |
| Q2 2020 | 23 | 1 | 2300.00% |
| Q1 2020 | 523 | 83 | 630.12% |
| Q4 2019 | 123 | 57 | 215.79% |
15 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by Hyster-Yale Materials Handling's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | - | - |
| Q2 2024 | - | - | - |
| Q1 2024 | - | 2 | - |
| Q4 2023 | - | - | - |
| Q3 2023 | - | - | - |
| Q2 2023 | - | 1 | - |
| Q1 2023 | - | 1 | - |
| Q4 2022 | - | - | - |
| Q3 2022 | - | - | - |
| Q2 2022 | - | - | - |
| Q1 2022 | - | - | - |
| Q4 2021 | - | - | - |
| Q3 2021 | - | - | - |
| Q2 2021 | - | 1 | - |
| Q1 2021 | 136 | 19 | 715.79% |
| Q4 2020 | - | 2 | - |
| Q3 2020 | - | - | - |
| Q2 2020 | - | - | - |
| Q1 2020 | - | - | - |
| Q4 2019 | - | 1 | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Hyster-Yale Materials Handling's stocks.
Hyster-Yale Materials Handling Peer Ownership
HY Ownership FAQ
Who Owns Hyster-Yale Materials Handling?
Hyster-Yale Materials Handling is owned by institutional shareholders (14.93%), insiders (16.70%), and public (68.38%). The largest institutional shareholder of Hyster-Yale Materials Handling is VANGUARD GROUP INC (6.27% of total shares) and the top mutual fund owner is Nuveen Mortgage & Income Fund/MA/ (0.51% of total shares).
Who are the major institutional shareholders of Hyster-Yale Materials Handling?
Hyster-Yale Materials Handling's major institutional shareholders are VANGUARD GROUP INC, GAMCO INVESTORS, INC. ET AL, BLACKROCK INC., DIMENSIONAL FUND ADVISORS LP, and STATE STREET CORP. The top five shareholders own together 21.25% of the company's share outstanding.
How many Hyster-Yale Materials Handling shareholders are there?
As of Jun 2024, there are 74 institutional shareholders of Hyster-Yale Materials Handling.
What percentage of Hyster-Yale Materials Handling is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 1.09M shares of Hyster-Yale Materials Handling, representing 6.27% of the company's total shares outstanding, valued at $75.85M (as of Jun 2024).
What percentage of Hyster-Yale Materials Handling is owned by GAMCO INVESTORS, INC. ET AL?
As of Jun 2024, GAMCO INVESTORS, INC. ET AL holds 911.16K shares of Hyster-Yale Materials Handling (HY), compromising 5.25% of the company, valued at $63.54M.
What percentage of Hyster-Yale Materials Handling is owned by BLACKROCK INC?
BLACKROCK INC is the third largest holder of Hyster-Yale Materials Handling. The company owns 860.58K of the company's shares outstanding (worth $60.01M).