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 | |
|---|---|---|---|---|
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 2,655 | 104.8K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 2,582 | 83.9K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Fidelity MSCI Industrials Index ETF FIDELITY COVINGTON TRUST | 2,547 | 100.5K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Small Cap Core Fund Northern Funds | 2,355 | 76.6K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 2,338 | 76K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 2,264 | 73.6K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 2,194 | 71.3K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 2,150 | 69.9K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 2,021 | 74.4K $ | 0.03 % | as of Feb 28, 2026 ↗ |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 2,002 | 73.7K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Russell Investments U.S. Small Cap Equity ETF Russell Investments Exchange Traded Funds | 1,992 | 64.8K $ | 0.13 % | as of Mar 31, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 1,964 | 77.5K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust | 1,894 | 74.8K $ | 0.10 % | as of Apr 30, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 1,889 | 61.4K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 1,832 | 59.6K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,765 | 57.4K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 1,754 | 69.2K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 1,738 | 56.5K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,643 | 64.8K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 1,462 | 47.5K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 1,445 | 47K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 1,444 | 57K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 1,387 | 45.1K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 1,385 | 54.7K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 1,182 | 46.7K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| GMO U.S. Small Cap Value Fund GMO TRUST | 1,159 | 42.7K $ | 0.10 % | as of Feb 28, 2026 ↗ |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 1,117 | 36.3K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 1,095 | 43.2K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 1,090 | 35.4K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 1,071 | 34.8K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 1,059 | 41.8K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 1,059 | 39K $ | 0.03 % | as of Feb 28, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 1,055 | 41.6K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Column Small Cap Fund Trust for Professional Managers | 938 | 34.5K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 896 | 29.1K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 895 | 29.1K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 862 | 28K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 834 | 27.1K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| First Trust Active Factor Small Cap ETF First Trust Exchange-Traded Fund VIII | 830 | 30.6K $ | 0.04 % | as of Feb 28, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 827 | 30.5K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 794 | 25.8K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust | 773 | 25.1K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| iShares MSCI World Small-Cap ETF iShares Trust | 750 | 27.6K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 739 | 24K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 726 | 26.7K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 725 | 26.7K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 721 | 23.4K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Applied Finance IVS US SMID ETF ETF Opportunities Trust | 696 | 22.6K $ | 0.15 % | as of Mar 31, 2026 ↗ |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 682 | 26.9K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 635 | 23.4K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 590 | 23.3K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS | 587 | 19.1K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Equity Fund American Century ETF Trust | 559 | 20.6K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 539 | 17.5K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 510 | 16.6K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 507 | 18.7K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds | 451 | 14.7K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 442 | 14.4K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust | 405 | 16K $ | 0.14 % | as of Apr 30, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 404 | 13.1K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust | 400 | 15.8K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| TETON Westwood Mighty Mites Fund Teton Westwood Funds | 400 | 13K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 375 | 14.8K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 344 | 11.2K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| GuideMark Small/Mid Cap Core Fund GPS Funds I | 322 | 10.5K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 295 | 9.6K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 288 | 10.6K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Putnam Multi-Asset Income Fund Putnam Asset Allocation Funds | 277 | 10.2K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 264 | 8.6K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 256 | 8.3K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST | 227 | 7.4K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 165 | 5.4K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| WisdomTree U.S. SmallCap Quality Growth Fund WisdomTree Trust | 164 | 5.3K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 158 | 5.1K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Putnam VT Global Asset Allocation Fund Putnam Variable Trust | 143 | 4.6K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 139 | 5.5K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 68 | 2.2K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 62 | 2K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 60 | 2K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 57 | 2.2K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 41 | 1.3K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 31 | 1K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 28 | 910.3 $ | 0.01 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 22 | 868.3 $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 16 | 520.2 $ | 0.01 % | as of Mar 31, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 12 | 442 $ | 0.00 % | as of Feb 28, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 9 | 355.2 $ | 0.00 % | as of Apr 30, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 4 | 147.3 $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 3 | 97.5 $ | 0.00 % | as of Mar 31, 2026 ↗ |
| RENTA 4 MEGATENDENCIAS, FI RENTA 4 MEGATENDENCIAS/ARIEMA HIDROGENO RENTA 4 GESTORA, S.G.I.I.C., S.A. | 141.4K € | 0.99 % | as of Dec 31, 2025 ↗ |
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 | 2.83 % | 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 row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| 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 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