Hyster-yale, Inc.: which funds bought and sold

Institutions that bought and sold Hyster-yale shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 86 institutions that filed 13F reports for both quarters added to or opened positions in Hyster-yale, and 56 cut or closed them. Together they added a net 270K shares, +3.2% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 167K shares (+5.7%); index fund managers were net buyers of 51K shares (+2.0%). 20 opened a new position and 16 sold out entirely.

Bought, Q2 2026 86 institutions, 20 of them new holders Sold, Q2 2026 56 institutions, 16 of them sold out

Net change, all compared +270K shares (+3.2%)

Net change, active managers +167K shares (+5.7%), 15 bought, 15 sold

Buyers versus sellers

institutions compared, 166

86 bought 24 56 sold

Active managers and hedge funds 15 bought · 15 sold · +167K

Index fund managers 7 bought · 3 sold · +51K

Other institutions 64 bought · 38 sold · +53K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Deprince Race & Zollo Inc Active manager	+146K +54.8%	414K	$14.5M
Walleye Capital LLC Hedge fund	+87K +1084.5%	95K	$3.3M
Russell Investments Group, Ltd.	+62K +39.1%	221K	$7.7M
Bank Of America Corp	+44K +138.6%	76K	$2.7M
Acadian Asset Management LLC Active manager	+41K +22.9%	219K	$7.7M
Mirae Asset Global Etfs Holdings Ltd.	+40K +24.3%	204K	$7.1M
Victory Capital Management Inc Active manager	+36K New position	36K	$1.2M
UBS Group AG	+32K +83.7%	71K	$2.5M
New York State Common Retirement Fund	+30K +36.7%	114K	$4M
Manatuck Hill Partners, LLC	+30K New position	30K	$1.1M
Blackrock, Inc. Index funds	+29K +3.2%	938K	$32.9M
Mitsubishi Ufj Asset Management Co., Ltd.	+27K +71.5%	65K	$2.3M
Cooper/Haims Advisors, LLC	+26K New position	26K	$897,922
State Street Corp Index funds	+22K +7.1%	331K	$11.6M
Trexquant Investment LP Hedge fund	+13K New position	13K	$443,895
AQR Capital Management LLC Hedge fund	+12K +11.5%	121K	$4.2M
Y-Intercept (Hong Kong) Ltd	+10K New position	10K	$365,886
Quantinno Capital Management LP	+10K +64.1%	26K	$928,186
FMR LLC Active manager	+9,718 +10.7%	101K	$3.5M
Goldman Sachs Group Inc	+9,079 +7.6%	129K	$4.5M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Deprince Race & Zollo Inc Active manager	+146K +54.8%	414K	$14.5M
Walleye Capital LLC Hedge fund	+87K +1084.5%	95K	$3.3M
Acadian Asset Management LLC Active manager	+41K +22.9%	219K	$7.7M
Victory Capital Management Inc Active manager	+36K New position	36K	$1.2M
Trexquant Investment LP Hedge fund	+13K New position	13K	$443,895
AQR Capital Management LLC Hedge fund	+12K +11.5%	121K	$4.2M
FMR LLC Active manager	+9,718 +10.7%	101K	$3.5M
Man Group PLC Hedge fund	+8,952 New position	8,952	$313,857
Quadrature Capital Ltd Hedge fund	+7,708 New position	7,708	$270,242
Brevan Howard Capital Management LP Hedge fund	+6,325 New position	6,325	$221,755

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Curbstone Financial Management Corp	−107K Sold out	0	—
Dimensional Fund Advisors LP	−92K −15.7%	495K	$17.4M
D. E. Shaw & Co., Inc. Hedge fund	−36K −29.7%	86K	$3M
Arrowstreet Capital, Limited Partnership Hedge fund	−34K −44.4%	43K	$1.5M
Jane Street Group, LLC	−33K Sold out	0	—
Jpmorgan Chase & Co	−32K −61.8%	20K	$683,095
Martingale Asset Management L P Active manager	−25K Sold out	0	—
GAMCO Investors, Inc. Et Al Active manager	−23K −2.8%	788K	$27.6M
Gsa Capital Partners LLP	−20K Sold out	0	—
Morgan Stanley	−19K −13.3%	121K	$4.3M
Franklin Resources Inc Active manager	−14K −54.6%	11K	$402,524
Engineers Gate Manager LP Hedge fund	−13K Sold out	0	—
American Century Companies Inc Active manager	−11K −2.7%	402K	$14.1M
Millennium Management LLC Hedge fund	−11K −8.2%	125K	$4.4M
Jacobs Levy Equity Management, Inc Active manager	−11K −6.2%	162K	$5.7M
Allspring Global Investments Holdings, LLC	−9,846 Sold out	0	—
Koss-Olinger Consulting, LLC	−8,749 Sold out	0	—
Federated Hermes, Inc. Active manager	−7,912 −6.8%	108K	$3.8M
Vanguard Capital Management LLC Index funds	−7,848 −1.6%	468K	$16.4M
Entrypoint Capital, LLC	−7,709 Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
D. E. Shaw & Co., Inc. Hedge fund	−36K −29.7%	86K	$3M
Arrowstreet Capital, Limited Partnership Hedge fund	−34K −44.4%	43K	$1.5M
Martingale Asset Management L P Active manager	−25K Sold out	0	—
GAMCO Investors, Inc. Et Al Active manager	−23K −2.8%	788K	$27.6M
Franklin Resources Inc Active manager	−14K −54.6%	11K	$402,524
Engineers Gate Manager LP Hedge fund	−13K Sold out	0	—
American Century Companies Inc Active manager	−11K −2.7%	402K	$14.1M
Millennium Management LLC Hedge fund	−11K −8.2%	125K	$4.4M
Jacobs Levy Equity Management, Inc Active manager	−11K −6.2%	162K	$5.7M
Federated Hermes, Inc. Active manager	−7,912 −6.8%	108K	$3.8M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Victory Capital Management IncActive manager	36K	$1.2M
Manatuck Hill Partners, LLC	30K	$1.1M
Cooper/Haims Advisors, LLC	26K	$897,922
Trexquant Investment LPHedge fund	13K	$443,895
Y-Intercept (Hong Kong) Ltd	10K	$365,886
Man Group PLCHedge fund	8,952	$313,857
Dynamic Technology Lab Private Ltd	8,316	$292,000
State Board Of Administration Of Florida Retirement System	8,292	$290,718
Quadrature Capital LtdHedge fund	7,708	$270,242
Ieq Capital, LLC	7,327	$256,887

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Curbstone Financial Management Corp	107K	$3.5M
Jane Street Group, LLC	33K	$1.1M
Martingale Asset Management L PActive manager	25K	$813,336
Gsa Capital Partners LLP	20K	$638,000
Engineers Gate Manager LPHedge fund	13K	$410,341
Allspring Global Investments Holdings, LLC	9,846	$320,093
Koss-Olinger Consulting, LLC	8,749	$284,436
Entrypoint Capital, LLC	7,709	$250,620
Caxton Associates LLPHedge fund	6,736	$218,987
Quantbot Technologies LPHedge fund	2,747	$89,305

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 151
Ten largest holders: 54.5%
Index fund managers: 30.2%
Active managers and hedge funds: 35.3%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	15	15	5	4	+167K	+5.7%
Index fund managers	7	3	0	0	+51K	+2.0%
Other institutions	64	38	15	12	+53K	+1.8%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Hyster-yale.

Only managers that filed a holdings report for both quarters are compared (166 here). 3 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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