Hyster-Yale Materials Handling, Inc.

HY • NYSE

Hyster-Yale Materials Handling, Inc. is a agricultural - machinery company in the industrials sector on NYSE, led by Anthony Salgado, with a market cap of $595.1M. As of Q3 2025, 46% of shares are held by 156 institutional investors, with VANGUARD GROUP INC as the largest holder at 5.14%.

Chief Executive OfficerAnthony Salgado

Market Cap$595.1M

Agricultural - Machinery

Industrials

Employees8.6K

Websitehyster-yale.com

Country

United States of America

Overview

Overview of institutional ownership in HY as of Q3 2025 with a market cap of $653.2M

All Institutions

Institutions: 156
Value Held: $301.6M
Shares Held: 8.2M
Avg Position: $1.9M
Median Position: $401.4K

Hedge Funds

Hedge Funds: 21
Value Held: $40.7M
Shares Held: 1.1M
Avg Position: $1.9M
Median Position: $867.4K

Ownership Breakdown

Institutional (non-HF)

39.94%

$260.9M

Hedge Funds

6.23%

$40.7M

Retail & Other

53.82%

$351.6M

Based on market cap of $653.2M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in HY as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$33.6M 0.00% of portfolio	5.14% 910.8K shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
B BlackRock, Inc. Institution	-	$32.4M 0.00% of portfolio	4.96% 879.5K shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
G GAMCO INVESTORS, INC. ET AL Institution	-	$31.2M 0.30% of portfolio	4.77% 845.5K shares	Q3 2019 Held for 6y 2m	$10.3B
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$21.2M 0.00% of portfolio	3.25% 576.5K shares	≤ Q2 2013 Held for 12y 5m+	$466.32B
A AMERICAN CENTURY COMPANIES INC Institution	-	$13.1M 0.01% of portfolio	2.00% 355.0K shares	Q1 2023 Held for 2y 8m	$195.93B
VALUEWORKS LLC Hedge Fund•Value	Charles Spencer Lemonides Managing Partner	$11.1M 3.22% of portfolio	1.69% 299.8K shares	Q1 2023 Held for 2y 8m	$343.6M
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$10.2M 0.00% of portfolio	1.56% 276.4K shares	≤ Q2 2013 Held for 12y 5m+	$1.57T
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$10.1M 0.00% of portfolio	1.55% 274.5K shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	Dan Michael Berkovitz Chairman	$8.1M 0.01% of portfolio	1.25% 220.9K shares	Q3 2022 Held for 3y 2m	$121.98B
D D. E. Shaw & Co., Inc. Institution	-	$6.3M 0.01% of portfolio	0.96% 169.8K shares	Q3 2020 Held for 5y 2m	$115.81B

Net Capital Flow

Institutional buying and selling activity for HY in Q3 2025

Traded: −$14.0M
Buyers: 71
Sellers: 73
Total Bought: +$22.6M
Total Sold: −$36.7M
Avg Position: $1.7M

Biggest Buyers

Institution	Net Bought	Current Position
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$4.3M +117.4K shares	$8.1M 220.9K shares
J JANE STREET GROUP, LLC Institution	+$2.1M +57.1K shares	$3.2M 87.1K shares
MACKENZIE FINANCIAL CORP Long Only Manager	+$1.3M +34.9K shares	$1.3M 34.9K shares
H HRT FINANCIAL LLC Institution	+$1.2M +32.3K shares	$1.2M 32.3K shares
A AMERICAN CENTURY COMPANIES INC Institution	+$1.0M +27.8K shares	$13.1M 355.0K shares
UBS Group AG Institution	+$840.0K +22.8K shares	$1.6M 42.3K shares
GOLDMAN SACHS GROUP INC Institution	+$799.3K +21.7K shares	$2.8M 76.1K shares
V VIRGINIA RETIREMENT SYSTEMS ET AL Institution	+$681.9K +18.5K shares	$681.9K 18.5K shares
M MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Institution	+$651.6K +17.7K shares	$3.8M 102.2K shares
P ProShare Advisors LLC Institution	+$626.9K +17.0K shares	$6.2M 167.6K shares

Biggest Sellers

Institution	Net Sold	Current Position
FULLER & THALER ASSET MANAGEMENT, INC. Long Only Manager	−$8.6M −216.8K shares	Sold Off 0 shares
VANGUARD GROUP INC Institution	−$6.9M −186.1K shares	$33.6M 910.8K shares
V Vontobel Holding Ltd. Institution	−$4.0M −100.2K shares	Sold Off 0 shares
D De Lisle Partners LLP Institution	−$1.5M −37.3K shares	Sold Off 0 shares
ACADIAN ASSET MANAGEMENT LLC Long Only Manager	−$1.2M −33.9K shares	$5.8M 156.6K shares
MORGAN STANLEY RIA/Wealth	−$1.2M −32.7K shares	$5.0M 135.4K shares
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	−$1.1M −30.7K shares	$230.0K 6.2K shares
B Bastion Asset Management Inc. Institution	−$1.0M −25.2K shares	Sold Off 0 shares
STATE OF WISCONSIN INVESTMENT BOARD RIA/Wealth	−$819.3K −22.2K shares	$228.8K 6.2K shares
BANK OF AMERICA CORP /DE/ Institution	−$727.9K −19.7K shares	$693.8K 18.8K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited HY in Q3 2025

New Positions: 7
New Value: $649.2K
Exited Positions: 19
Exited Value: $18.0M

New Positions

Institution	Position Value
Pacific Ridge Capital Partners, LLC Long Only Manager	$326.4K 8.9K shares
FourThought Financial Partners, LLC RIA/Wealth	$291.8K 7.9K shares
S State of Alaska, Department of Revenue Institution	$27.8K 755.0 shares
O Optiver Holding B.V. Institution	$2.6K 70.0 shares
Transamerica Financial Advisors, Inc. Institution	$627.0 17.0 shares
Sunbelt Securities, Inc. RIA/Wealth	$12.0 0.3 shares
Capital Advisors, Ltd. LLC RIA/Wealth	- 11.0 shares

Exited Positions

Institution	Previous Position
FULLER & THALER ASSET MANAGEMENT, INC. Long Only Manager	$8.6M 216.8K shares
V Vontobel Holding Ltd. Institution	$4.0M 100.2K shares
D De Lisle Partners LLP Institution	$1.5M 37.3K shares
B Bastion Asset Management Inc. Institution	$1.0M 25.2K shares
LAZARD ASSET MANAGEMENT LLC Long Only Manager	$637.0K 16.0K shares
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC Hedge Fund•Distressed	$577.0K 14.5K shares
P Petrus Trust Company, LTA Institution	$460.2K 11.6K shares
D Dynamic Technology Lab Private Ltd Institution	$444.7K 11.2K shares
PRINCIPAL FINANCIAL GROUP INC Institution	$301.1K 7.6K shares
PANAGORA ASSET MANAGEMENT INC Hedge Fund•Quant	$250.1K 6.3K shares

Options Activity

Institutions with the largest Call and Put options positions in HY as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 2
Put Value: $965.7K

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$704.0K 191.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$261.7K 71.0 contracts

Most Committed Institutions

Institutions with HY as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
VALUEWORKS LLC Hedge Fund•Value	Charles Spencer Lemonides Managing Partner	3.22% $11.1M	1.69% 299.8K shares	Q1 2023 Held for 2y 8m	$343.6M
Curbstone Financial Management Corp RIA/Wealth	Thomas Mott Iv Lewry President	0.52% $2.7M	0.41% 73.5K shares	Q1 2014 Held for 11y 8m	$520.1M
MCDONALD PARTNERS LLC RIA/Wealth	Arnold Beatty Mcdonald CEO	0.51% $1.7M	0.26% 46.5K shares	Q4 2020 Held for 4y 11m	$333.3M
M Mork Capital Management Institution	-	0.51% $733.5K	0.11% 19.9K shares	Q4 2024 Held for 11 months	$145.1M
Truvestments Capital LLC RIA/Wealth	Kaleb Donald Mccarty Managing Partner	0.46% $2.5M	0.39% 68.8K shares	Q1 2024 Held for 1y 8m	$552.2M
I ISTHMUS PARTNERS, LLC RIA/Wealth	David A Hackworthy CIO	0.45% $2.0M	0.31% 54.8K shares	Q3 2018 Held for 7y 2m	$448.9M
AI Financial Services LLC RIA/Wealth	Karl Fredrick Frank CCO	0.32% $502.1K	0.08% 13.6K shares	Q4 2024 Held for 11 months	$156.4M
G GAMCO INVESTORS, INC. ET AL Institution	-	0.30% $31.2M	4.77% 845.5K shares	Q3 2019 Held for 6y 2m	$10.3B
DUMONT & BLAKE INVESTMENT ADVISORS LLC RIA/Wealth	Morley Goldberg President	0.15% $576.1K	0.09% 15.6K shares	Q1 2023 Held for 2y 8m	$393.9M
GLOBEFLEX CAPITAL L P Long Only Manager	Marina Loretta Marrelli CEO	0.14% $870.8K	0.13% 23.6K shares	Q4 2023 Held for 1y 11m	$644.8M

Hedge Fund Spotlight

Discover hedge funds investing in HY

CITADEL ADVISORS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerKenneth Cordele Griffin

Portfolio Value: $122.08B
Positions: 5,531
Last Reported: Q3 2025

Sector Allocation

Position in Hyster-Yale Materials Handling, Inc.

Market Value: $820.6K
Shares Held: 22.3K
Portfolio Weight: 0.00%
Owned Since: 2019-Q2

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