Fund shareholders of Hyster-Yale Inc
ISIN US4491721050 · United States
- Fund shareholders
- 190
- Of which ETFs
- 50 140 other funds
- Value held
- ≈ 129.8M $ 129.6M $ · 141.4K €
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Avantis U.S. Small Cap Value ETF American Century ETF Trust | 343,197 | 12.6M $ | 0.05 % | as of Feb 28, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 337,103 | 11M $ | 0.00 % | as of Mar 31, 2026 ↗ |
| 1290 VT GAMCO Small Company Value Portfolio EQ Advisors Trust | 327,000 | 10.6M $ | 0.27 % | as of Mar 31, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 304,351 | 9.9M $ | 0.01 % | as of Mar 31, 2026 ↗ |
| ProShares Russell 2000 Dividend Growers ETF ProShares Trust | 176,444 | 6.5M $ | 0.99 % | as of Feb 28, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 127,224 | 4.1M $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 122,559 | 4.8M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Global X Autonomous & Electric Vehicles ETF GLOBAL X FUNDS | 110,707 | 4.1M $ | 1.14 % | as of Feb 28, 2026 ↗ |
| iShares Russell 2000 Value ETF iShares Trust | 105,736 | 3.4M $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Fidelity Enhanced Small Cap ETF Fidelity Covington Trust | 88,156 | 2.9M $ | 0.07 % | as of Mar 31, 2026 ↗ |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 78,667 | 3.1M $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Federated Hermes MDT Small Cap Core Fund Federated Hermes MDT Series | 69,088 | 2.7M $ | 0.14 % | as of Apr 30, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 61,057 | 2.4M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 61,051 | 2.2M $ | 0.01 % | as of Feb 28, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 58,244 | 2.1M $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 55,558 | 2M $ | 0.01 % | as of Feb 28, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 49,793 | 2M $ | 0.03 % | as of Apr 30, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 47,192 | 1.9M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 44,296 | 1.7M $ | 0.08 % | as of Apr 30, 2026 ↗ |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 43,059 | 1.7M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P Kensho Clean Power ETF SPDR SERIES TRUST | 42,855 | 1.4M $ | 0.73 % | as of Mar 31, 2026 ↗ |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 42,179 | 1.7M $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 40,666 | 1.6M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| 1290 GAMCO Small/Mid Cap Value Fund 1290 Funds | 36,500 | 1.4M $ | 0.63 % | as of Apr 30, 2026 ↗ |
| The Gabelli Small Cap Growth Fund Gabelli Equity Series Funds Inc | 35,000 | 1.1M $ | 0.06 % | as of Mar 31, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 31,550 | 1.2M $ | 0.13 % | as of Apr 30, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 31,134 | 1.2M $ | 0.00 % | as of Apr 30, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 30,649 | 996.4K $ | 0.08 % | as of Mar 31, 2026 ↗ |
| Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 28,000 | 910.3K $ | 0.08 % | as of Mar 31, 2026 ↗ |
| Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 27,938 | 1M $ | 0.08 % | as of Feb 28, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 27,096 | 1.1M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 23,626 | 870.1K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 22,848 | 841.5K $ | 0.04 % | as of Feb 28, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 19,701 | 640.5K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Global X Hydrogen ETF GLOBAL X FUNDS | 19,232 | 708.3K $ | 1.12 % | as of Feb 28, 2026 ↗ |
| NVIT Small Cap Value Fund Nationwide Variable Insurance Trust | 19,166 | 623.1K $ | 0.33 % | as of Mar 31, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 19,035 | 751.3K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| SMALL CAP EQUITY FUND GuideStone Funds | 17,009 | 553K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 16,743 | 616.6K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 16,561 | 609.9K $ | 0.07 % | as of Feb 28, 2026 ↗ |
| Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV | 16,318 | 601K $ | 0.23 % | as of Feb 28, 2026 ↗ |
| NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust | 16,294 | 529.7K $ | 0.15 % | as of Mar 31, 2026 ↗ |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 15,367 | 499.6K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 14,752 | 582.3K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 14,685 | 579.6K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Avantis U.S. Small Cap Value Fund American Century ETF Trust | 14,543 | 535.6K $ | 0.04 % | as of Feb 28, 2026 ↗ |
| Federated Hermes MDT Small Cap Value Fund f/k/a Federated Hermes Clover Small Value Fund Federated Hermes Equity Funds | 13,140 | 427.2K $ | 0.28 % | as of Mar 31, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 12,566 | 408.5K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 12,365 | 402K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Federated Hermes MDT Small Cap Growth Fund Federated Hermes MDT Series | 11,709 | 462.2K $ | 0.06 % | as of Apr 30, 2026 ↗ |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 11,411 | 450.4K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| VANGUARD INDUSTRIALS INDEX FUND VANGUARD WORLD FUND | 9,608 | 353.9K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 9,238 | 364.6K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 8,703 | 320.5K $ | 0.03 % | as of Feb 28, 2026 ↗ |
| VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND | 8,135 | 299.6K $ | 0.04 % | as of Feb 28, 2026 ↗ |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 8,066 | 262.2K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Equity ETF American Century ETF Trust | 7,752 | 285.5K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 7,526 | 244.7K $ | 0.12 % | as of Mar 31, 2026 ↗ |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 7,490 | 295.6K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust | 7,287 | 268.4K $ | 0.17 % | as of Feb 28, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 7,279 | 287.3K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 7,200 | 265.2K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| The Gabelli Global Rising Income and Dividend Fund GAMCO Global Series Funds, Inc | 7,000 | 227.6K $ | 0.33 % | as of Mar 31, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 6,785 | 220.6K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST | 6,568 | 213.5K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 6,410 | 253K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Allspring Disciplined Small Cap Fund ALLSPRING FUNDS TRUST | 6,358 | 206.7K $ | 0.15 % | as of Mar 31, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 6,280 | 204.2K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 6,250 | 246.7K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 6,143 | 199.7K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 6,093 | 198.1K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 6,000 | 195.1K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 5,997 | 236.7K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 5,890 | 216.9K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Acuitas Small Cap Active ETF Series Portfolios Trust | 5,770 | 187.6K $ | 0.26 % | as of Mar 31, 2026 ↗ |
| Small-Cap Value Portfolio PACIFIC SELECT FUND | 5,422 | 176.3K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 5,285 | 171.8K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 5,222 | 206.1K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND | 5,159 | 190K $ | 0.04 % | as of Feb 28, 2026 ↗ |
| SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 4,983 | 162K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| ProShares S&P Kensho Cleantech ETF ProShares Trust | 4,833 | 178K $ | 2.83 % | as of Feb 28, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 4,555 | 148.1K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 4,522 | 166.5K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 4,275 | 139K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS | 4,231 | 137.5K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds | 4,219 | 137.2K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 3,988 | 157.4K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P Kensho Smart Mobility ETF SPDR SERIES TRUST | 3,938 | 128K $ | 0.74 % | as of Mar 31, 2026 ↗ |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 3,879 | 153.1K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 3,823 | 150.9K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 3,736 | 121.5K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Harbor Human Capital Factor US Small Cap ETF Harbor ETF Trust | 3,235 | 127.7K $ | 0.08 % | as of Apr 30, 2026 ↗ |
| Franklin Small Cap Enhanced ETF Franklin Templeton ETF Trust | 3,125 | 101.6K $ | 0.09 % | as of Mar 31, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 3,014 | 98K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| The Gabelli Asset Fund Gabelli Asset Fund | 3,000 | 97.5K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 2,958 | 96.2K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 2,926 | 95.1K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds | 2,880 | 93.6K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 2,746 | 108.4K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| iShares Russell 3000 ETF iShares Trust | 2,717 | 88.3K $ | 0.00 % | as of Mar 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table counts shares; this one measures what the company weighs inside each fund.
| Fund | Weight in fund | |
|---|---|---|
| ProShares S&P Kensho Cleantech ETF ProShares Trust | 2.83 % | as of Feb 28, 2026 ↗ |
| Global X Autonomous & Electric Vehicles ETF GLOBAL X FUNDS | 1.14 % | as of Feb 28, 2026 ↗ |
| Global X Hydrogen ETF GLOBAL X FUNDS | 1.12 % | as of Feb 28, 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 ↗ |
| ProShares Russell 2000 Dividend Growers ETF ProShares Trust | 0.99 % | as of Feb 28, 2026 ↗ |
| State Street(R) SPDR(R) S&P Kensho Smart Mobility ETF SPDR SERIES TRUST | 0.74 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P Kensho Clean Power ETF SPDR SERIES TRUST | 0.73 % | as of Mar 31, 2026 ↗ |
| 1290 GAMCO Small/Mid Cap Value Fund 1290 Funds | 0.63 % | as of Apr 30, 2026 ↗ |
| The Gabelli Global Rising Income and Dividend Fund GAMCO Global Series Funds, Inc | 0.33 % | as of Mar 31, 2026 ↗ |
| NVIT Small Cap Value Fund Nationwide Variable Insurance Trust | 0.33 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each SEC quarterly data set, newest first. The change is read against the quarter before it.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 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 25 largest follow.
| 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