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Funds Holding Hyster-Yale Inc
Every registered fund lists what it holds each quarter. These are the ones reporting a position in Hyster-Yale Inc, ordered by how much of each fund the position represents rather than by its size.
Institutional holders of HY →Funds holding
51
as of 2026-07-31
Reported value
$26.6M
summed across funds
Fund families
23
named trusts
Largest conviction
0.51%
of a single fund
Largest share of a fund
A small position that is a large part of its fund says more than a large one that is a rounding error.
| Fund | Of the fund |
|---|---|
| 1290 GAMCO Small/Mid Cap Value Fund1290 Funds36.5K sh$1.2M | 0.51% |
| U.S. Small Cap Equity FundRUSSELL INVESTMENT CO62.2K sh$2.1M | 0.21% |
| Innovator U.S. Small Cap Managed Floor ETFInnovator ETFs Trust3K sh$101.6K | 0.11% |
| Harbor AlphaEdge Small Cap Earners ETFHarbor ETF Trust384 sh$12.8K | 0.11% |
| Federated Hermes MDT Small Cap Core FundFederated Hermes MDT Series69.1K sh$2.3M | 0.10% |
| Harbor Human Capital Factor US Small Cap ETFHarbor ETF Trust4.1K sh$138.1K | 0.08% |
| U.S. MICRO CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC49.8K sh$1.7M | 0.02% |
| Dimensional US Small Cap Value ETFDimensional ETF Trust39.7K sh$1.3M | 0.02% |
| Fidelity Flex Small Cap Index FundFidelity Salem Street Trust1.9K sh$61.9K | 0.01% |
| Nationwide Small Cap Index FundNationwide Mutual Funds1.1K sh$35.4K | 0.01% |
| Invesco RAFI US 1500 Small-Mid ETFInvesco Exchange-Traded Fund Trust10.3K sh$344.8K | 0.01% |
| Fidelity Small Cap Index FundFidelity Salem Street Trust125K sh$4.2M | 0.01% |
| Schwab Small-Cap Index FundSCHWAB CAPITAL TRUST27.4K sh$915.1K | 0.01% |
| Nuveen Small Cap Blend Index FundTIAA-CREF Funds14.7K sh$490.9K | 0.01% |
| Global X Russell 2000 ETFGLOBAL X FUNDS5.4K sh$179.7K | 0.01% |
| U.S. SMALL CAP VALUE PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC67.7K sh$2.3M | 0.01% |
| SA Small Cap Index PortfolioSUNAMERICA SERIES TRUST1.2K sh$39K | 0.01% |
| U.S. SMALL CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC64.4K sh$2.2M | 0.01% |
| Dimensional VA U.S. Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC2.7K sh$89.6K | 0.01% |
| Dimensional U.S. Small Cap ETFDimensional ETF Trust45.2K sh$1.5M | 0.01% |
| ULTRA SMALL CAP PROFUNDProFunds145 sh$4.8K | 0.01% |
| Schwab Fundamental U.S. Small Company Index FundSCHWAB CAPITAL TRUST5K sh$167.6K | 0.01% |
| Column Small Cap FundTrust for Professional Managers938 sh$31.8K | 0.01% |
| Fidelity ZERO Extended Market Index FundFidelity Concord Street Trust4.5K sh$151.6K | 0.01% |
| U.S. VECTOR EQUITY PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC9.2K sh$308.8K | 0.01% |
| Fidelity MSCI Industrials Index ETFFIDELITY COVINGTON TRUST3.4K sh$114.7K | 0.00% |
| iShares Russell Small/Mid-Cap Index FundBlackRock Funds2K sh$65.7K | 0.00% |
| Victory Extended Market Index FundVictory Portfolios III1.1K sh$37.1K | 0.00% |
| SMALL-CAP PROFUNDProFunds10 sh$334.3 | 0.00% |
| Dimensional US Vector Equity ETFDimensional ETF Trust590 sh$19.7K | 0.00% |
| Dimensional U.S. Targeted Value ETFDimensional ETF Trust14.7K sh$491.8K | 0.00% |
| U.S. Sustainability Core 1 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC6.4K sh$214.3K | 0.00% |
| Dimensional U.S. Core Equity 2 ETFDimensional ETF Trust34.9K sh$1.2M | 0.00% |
| U.S. Social Core Equity 2 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC1.6K sh$54.9K | 0.00% |
| SmallCap Value Fund IIPrincipal Funds, Inc730 sh$24.4K | 0.00% |
| U.S. CORE EQUITY 2 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC20.4K sh$680.3K | 0.00% |
| Invesco Dividend AchieversTM ETFInvesco Exchange-Traded Fund Trust412 sh$13.8K | 0.00% |
| Dimensional U.S. Marketwide Value ETFDimensional ETF Trust7.5K sh$250.4K | 0.00% |
| Dimensional US Sustainability Core 1 ETFDimensional ETF Trust1.1K sh$35.3K | 0.00% |
| U.S. CORE EQUITY 1 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC14.8K sh$493.2K | 0.00% |
| Dimensional US Core Equity 1 ETFDimensional ETF Trust1.2K sh$39.5K | 0.00% |
| Dimensional US Core Equity Market ETFDimensional ETF Trust3.8K sh$127.8K | 0.00% |
| U.S. Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC4.1K sh$138K | 0.00% |
| Dimensional U.S. Equity Market ETFDimensional ETF Trust4.1K sh$138.5K | 0.00% |
| U.S. Sustainability Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC125 sh$4.2K | 0.00% |
| Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III59 sh$2K | 0.00% |
| Fidelity ZERO Total Market Index FundFidelity Concord Street Trust6.3K sh$208.9K | 0.00% |
| iShares Total U.S. Stock Market Index FundBlackRock Funds682 sh$22.8K | 0.00% |
| Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST6K sh$200.5K | 0.00% |
| Nuveen Equity Index FundTIAA-CREF Funds7.3K sh$243.3K | 0.00% |
| E*TRADE No Fee Total Market Index FundE Trade Trust9 sh$300.9 | 0.00% |
Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.
More on HY
Company overviewEverything on HY in one place, with the price.SEC filingsWhat HY's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat HY's own officers and directors buy and sell.Who owns itEvery manager reporting a position in HY.LobbyingWhat HY spends lobbying Congress, and on what.Who lobbies for itThe lobbyists on HY's account, and who they worked for.Federal contractsWhat federal agencies pay HY.PatentsWhat HY is filing at the patent office.