Fund shareholders of Hyster-Yale Inc
ISIN US4491721050 · United States
- Fund shareholders
- 188
- Of which ETFs
- 51 137 other funds
- Value held
- ≈ 128.8M $ 128.6M $ · 141.4K €
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Avantis U.S. Small Cap Value ETF American Century ETF Trust | 343,264 | 12.5M $ | 0.05 % | as of May 31, 2026 ↗ |
| 1290 VT GAMCO Small Company Value Portfolio EQ Advisors Trust | 327,500 | 11.5M $ | 0.26 % | as of Jun 30, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 324,903 | 11.4M $ | 0.00 % | as of Jun 30, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 305,031 | 10.7M $ | 0.01 % | as of Jun 30, 2026 ↗ |
| ProShares Russell 2000 Dividend Growers ETF ProShares Trust | 186,824 | 6.8M $ | 1.04 % | as of May 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 132,782 | 4.7M $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 125,006 | 4.2M $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Global X Autonomous & Electric Vehicles ETF GLOBAL X FUNDS | 115,552 | 4.2M $ | 0.88 % | as of May 31, 2026 ↗ |
| iShares Russell 2000 Value ETF iShares Trust | 115,304 | 4M $ | 0.03 % | as of Jun 30, 2026 ↗ |
| Fidelity Enhanced Small Cap Core ETF Fidelity Covington Trust | 97,929 | 3.4M $ | 0.06 % | as of Jun 30, 2026 ↗ |
| Federated Hermes MDT Small Cap Core Fund Federated Hermes MDT Series | 69,088 | 2.3M $ | 0.10 % | as of Jul 31, 2026 ↗ |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 67,748 | 2.3M $ | 0.01 % | as of Jul 31, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 64,357 | 2.2M $ | 0.01 % | as of Jul 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 63,014 | 2.3M $ | 0.01 % | as of May 31, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 62,237 | 2.1M $ | 0.21 % | as of Jul 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 61,210 | 2.2M $ | 0.01 % | as of May 31, 2026 ↗ |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 54,686 | 2M $ | 0.01 % | as of May 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P Kensho Clean Power ETF SPDR SERIES TRUST | 53,299 | 1.9M $ | 0.75 % | as of Jun 30, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 49,803 | 1.7M $ | 0.02 % | as of Jul 31, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 45,177 | 1.5M $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 39,681 | 1.3M $ | 0.02 % | as of Jul 31, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 37,619 | 1.3M $ | 0.09 % | as of Jun 30, 2026 ↗ |
| 1290 GAMCO Small/Mid Cap Value Fund 1290 Funds | 36,500 | 1.2M $ | 0.51 % | as of Jul 31, 2026 ↗ |
| The Gabelli Small Cap Growth Fund Gabelli Equity Series Funds Inc | 35,000 | 1.2M $ | 0.06 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 34,884 | 1.2M $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Global X Hydrogen ETF GLOBAL X FUNDS | 28,950 | 1.1M $ | 0.63 % | as of May 31, 2026 ↗ |
| Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 28,000 | 981.7K $ | 0.07 % | as of Jun 30, 2026 ↗ |
| Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 27,938 | 1M $ | 0.08 % | as of May 31, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 27,374 | 915.1K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 23,626 | 858.1K $ | 0.00 % | as of May 31, 2026 ↗ |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 20,914 | 759.6K $ | 0.03 % | as of May 31, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 20,351 | 680.3K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Victory Integrity Discovery Fund Victory Portfolios | 20,175 | 707.3K $ | 0.77 % | as of Jun 30, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 19,701 | 690.7K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| iShares US Small Cap Value Factor ETF iShares Trust | 19,298 | 676.6K $ | 0.34 % | as of Jun 30, 2026 ↗ |
| NVIT Small Cap Value Fund Nationwide Variable Insurance Trust | 18,921 | 663.4K $ | 0.30 % | as of Jun 30, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 17,663 | 641.5K $ | 0.00 % | as of May 31, 2026 ↗ |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 16,786 | 609.7K $ | 0.06 % | as of May 31, 2026 ↗ |
| Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV | 16,557 | 601.4K $ | 0.19 % | as of May 31, 2026 ↗ |
| NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust | 16,294 | 571.3K $ | 0.13 % | as of Jun 30, 2026 ↗ |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 15,917 | 558.1K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 15,065 | 528.2K $ | 0.22 % | as of Jun 30, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 14,752 | 493.2K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 14,711 | 491.8K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 14,685 | 490.9K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Avantis U.S. Small Cap Value Fund American Century ETF Trust | 14,543 | 528.2K $ | 0.03 % | as of May 31, 2026 ↗ |
| Federated Hermes MDT Small Cap Value Fund f/k/a Federated Hermes Clover Small Value Fund Federated Hermes Equity Funds | 13,140 | 460.7K $ | 0.26 % | as of Jun 30, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 12,838 | 450.1K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust | 12,526 | 454.9K $ | 0.16 % | as of May 31, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 12,365 | 433.5K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 10,337 | 375.4K $ | 0.00 % | as of May 31, 2026 ↗ |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 10,315 | 344.8K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| SMALL CAP EQUITY FUND GuideStone Funds | 10,295 | 360.9K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| VANGUARD INDUSTRIALS INDEX FUND VANGUARD WORLD FUND | 9,904 | 359.7K $ | 0.00 % | as of May 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 9,774 | 355K $ | 0.03 % | as of May 31, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 9,238 | 308.8K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND | 8,135 | 295.5K $ | 0.04 % | as of May 31, 2026 ↗ |
| LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 8,066 | 282.8K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Equity ETF American Century ETF Trust | 7,752 | 281.6K $ | 0.00 % | as of May 31, 2026 ↗ |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 7,490 | 250.4K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 7,279 | 243.3K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 7,180 | 251.7K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| The Gabelli Global Rising Income and Dividend Fund GAMCO Global Series Funds, Inc | 7,000 | 245.4K $ | 0.34 % | as of Jun 30, 2026 ↗ |
| SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST | 6,568 | 230.3K $ | 0.07 % | as of Jun 30, 2026 ↗ |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 6,410 | 214.3K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 6,250 | 208.9K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 6,000 | 210.4K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 5,997 | 200.5K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 5,914 | 207.3K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 5,890 | 213.9K $ | 0.00 % | as of May 31, 2026 ↗ |
| Acuitas Small Cap Active ETF Series Portfolios Trust | 5,770 | 202.3K $ | 0.22 % | as of Jun 30, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 5,767 | 202.2K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Small-Cap Value Portfolio PACIFIC SELECT FUND | 5,422 | 190.1K $ | 0.04 % | as of Jun 30, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 5,374 | 179.7K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| AQR Small Cap Multi-Style Fund AQR Funds | 5,312 | 186.2K $ | 0.05 % | as of Jun 30, 2026 ↗ |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 5,285 | 185.3K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P Kensho Smart Mobility ETF SPDR SERIES TRUST | 5,064 | 177.5K $ | 0.79 % | as of Jun 30, 2026 ↗ |
| Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 5,013 | 167.6K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 4,586 | 166.6K $ | 0.01 % | as of May 31, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 4,555 | 159.7K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 4,535 | 151.6K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 4,275 | 149.9K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 4,144 | 138.5K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| ProShares S&P Kensho Cleantech ETF ProShares Trust | 4,142 | 150.4K $ | 2.04 % | as of May 31, 2026 ↗ |
| Harbor Human Capital Factor US Small Cap ETF Harbor ETF Trust | 4,130 | 138.1K $ | 0.08 % | as of Jul 31, 2026 ↗ |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 4,129 | 138K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 3,823 | 127.8K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 3,762 | 131.9K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 3,736 | 131K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 3,482 | 122.1K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Fidelity MSCI Industrials Index ETF FIDELITY COVINGTON TRUST | 3,431 | 114.7K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 3,200 | 116.2K $ | 0.00 % | as of May 31, 2026 ↗ |
| Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust | 3,040 | 101.6K $ | 0.11 % | as of Jul 31, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 3,014 | 105.7K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| The Gabelli Asset Fund Gabelli Asset Fund | 3,000 | 105.2K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 2,958 | 103.7K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 2,926 | 102.6K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Franklin Small Cap Enhanced ETF Franklin Templeton ETF Trust | 2,788 | 97.7K $ | 0.08 % | as of Jun 30, 2026 ↗ |
| iShares Russell 3000 ETF iShares Trust | 2,696 | 94.5K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 2,679 | 89.6K $ | 0.01 % | as of Jul 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| ProShares S&P Kensho Cleantech ETF ProShares Trust | 2.04 % | as of May 31, 2026 ↗ |
| ProShares Russell 2000 Dividend Growers ETF ProShares Trust | 1.04 % | as of May 31, 2026 ↗ |
| RENTA 4 MEGATENDENCIAS, FI RENTA 4 MEGATENDENCIAS/ARIEMA HIDROGENO RENTA 4 GESTORA, S.G.I.I.C., S.A. | 0.99 % | as of Dec 31, 2025 ↗ |
| Global X Autonomous & Electric Vehicles ETF GLOBAL X FUNDS | 0.88 % | as of May 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P Kensho Smart Mobility ETF SPDR SERIES TRUST | 0.79 % | as of Jun 30, 2026 ↗ |
| Victory Integrity Discovery Fund Victory Portfolios | 0.77 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P Kensho Clean Power ETF SPDR SERIES TRUST | 0.75 % | as of Jun 30, 2026 ↗ |
| Global X Hydrogen ETF GLOBAL X FUNDS | 0.63 % | as of May 31, 2026 ↗ |
| 1290 GAMCO Small/Mid Cap Value Fund 1290 Funds | 0.51 % | as of Jul 31, 2026 ↗ |
| iShares US Small Cap Value Factor ETF iShares Trust | 0.34 % | as of Jun 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 187 | -2 | 3,665,660 | +0.2 % |
| 2026Q2 | 189 | +1 | 3,659,155 | +5.9 % |
| 2026Q1 | 188 | -8 | 3,456,384 | -4.9 % |
| 2025Q4 | 196 | -2 | 3,635,610 | -10.6 % |
| 2025Q3 | 198 | -17 | 4,065,283 | +1.3 % |
| 2025Q2 | 215 | -3 | 4,013,576 | -1.8 % |
| 2025Q1 | 218 | -4 | 4,087,388 | -2.9 % |
| 2024Q4 | 222 | +19 | 4,207,745 | +6.3 % |
| 2024Q3 | 203 | +9 | 3,959,835 | +2.3 % |
| 2024Q2 | 194 | +13 | 3,872,158 | -3.9 % |
| 2024Q1 | 181 | 0 | 4,029,746 | -2.4 % |
| 2023Q4 | 181 | 4,130,452 |
Institutional managers
138 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 908,512 | 29.5M $ | as of Mar 31, 2026 |
| GAMCO INVESTORS, INC. ET AL | 811,057 | 26.4M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 587,683 | 19.1M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 412,881 | 13.4M $ | as of Mar 31, 2026 |
| VALUEWORKS LLC | 395,383 | 12.9M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 308,904 | 10M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 297,223 | 9.7M $ | as of Mar 31, 2026 |
| DEPRINCE RACE & ZOLLO INC | 267,479 | 8.7M $ | as of Mar 31, 2026 |
| ProShare Advisors LLC | 192,068 | 6.2M $ | as of Mar 31, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | 178,202 | 5.8K $ | as of Mar 31, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 172,993 | 5.6M $ | as of Mar 31, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 163,907 | 5.3M $ | as of Mar 31, 2026 |
| Russell Investments Group, Ltd. | 158,586 | 5.2M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 139,913 | 4.5M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 136,385 | 4.4M $ | as of Mar 31, 2026 |
| D. E. Shaw & Co., Inc. | 121,980 | 4M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 119,586 | 3.9M $ | as of Mar 31, 2026 |
| FEDERATED HERMES, INC. | 115,609 | 3.8M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 109,563 | 3.6M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 108,200 | 3.5M $ | as of Mar 31, 2026 |
| Curbstone Financial Management Corp | 107,398 | 3.5M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 103,053 | 3.4M $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 101,025 | 3.3M $ | as of Mar 31, 2026 |
| FMR LLC | 91,089 | 3M $ | as of Mar 31, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | 83,051 | 2.7M $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Fund shareholders of Hyster-Yale Inc". https://titelia.com/en/stocks/hyster-yale-inc-US4491721050