海斯特-耶魯公司
US ˙ NYSE ˙ US4491721050

SecurityHY / Hyster-Yale, Inc.
InstitutionBarclays Plc
Latest Disclosed Ownership18,280 shares
Latest Disclosed Value $ 543,099
Barclays Plc reports 8.61% increase in ownership of HY / Hyster-Yale, Inc.

On February 13, 2026 - Barclays Plc filed a 13F-HR form disclosing ownership of 18,280 shares of Hyster-Yale, Inc. (US:HY) valued at $543,099 USD as of December 31, 2025. The entity filed a previous 13F-HR/A on March 31, 2026 disclosing 16,831 shares of Hyster-Yale, Inc.. This represents a change in shares of 8.61% during the quarter. The current value of the position is $658,446 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-02-13 2025-12-31 13F HYSTER-YALE COM 449172105 18,280 1,449 8.61 543 -12.42 0.0001
2026-03-31 2025-09-30 13F/A-3 HYSTER-YALE COM 449172105 16,831 -4,663 -21.69 620 -27.49 0.0001
2026-03-19 2025-09-30 13F/A-2 HYSTER-YALE COM 449172105 26,492 4,998 1,689 0.0004
2025-11-12 2025-09-30 13F HYSTER-YALE COM 449172105 16,831 -4,663 620 0.0001
2026-02-27 2025-06-30 13F/A-2 HYSTER-YALE COM 449172105 21,494 7,589 54.58 855 48.18 0.0002
2025-08-14 2025-06-30 13F/A-1 HYSTER-YALE COM 449172105 21,494 7,589 1 0.0002
2025-08-13 2025-06-30 13F HYSTER-YALE COM 449172105 21,494 7,589 1 0.0001
2026-03-17 2025-03-31 13F/A-1 HYSTER-YALE COM 449172105 13,905 -5,662 -28.94 578 -42.07 0.0002
2025-05-15 2025-03-31 13F HYSTER-YALE COM 449172105 13,905 -5,662 1 0.0002
2026-03-19 2024-12-31 13F/A-1 HYSTER-YALE COM 449172105 19,567 -6,925 -26.14 997 -41.03 0.0003
2025-02-13 2024-12-31 13F HYSTER-YALE COM 449172105 19,567 -6,925 1 0.0003
2026-03-31 2024-09-30 13F/A-2 HYSTER-YALE COM 449172105 26,492 4,226 18.98 1,689 8.83 0.0004
2024-11-19 2024-09-30 13F/A-1 HYSTER-YALE COM 449172105 26,492 4,226 2 0.0004
2024-11-15 2024-09-30 13F HYSTER-YALE COM 449172105 26,492 4,226 2 0.0001
2026-03-23 2024-06-30 13F/A-1 HYSTER-YALE COM 449172105 22,266 5,943 36.41 1,553 48.23 0.0005
2024-08-14 2024-06-30 13F HYSTER-YALE COM 449172105 22,266 5,943 2 0.0005
2026-03-24 2024-03-31 13F/A-1 HYSTER YALE MATLS HANDLING I COM 449172105 16,323 -14,028 -46.22 1,047 -44.52 0.0004
2024-05-15 2024-03-31 13F HYSTER YALE MATLS HANDLING I COM 449172105 16,323 -14,028 1 0.0004
2026-03-25 2023-12-31 13F/A-1 HYSTER YALE MATLS HANDLING I COM 449172105 30,351 26,752 743.32 1,888 1,079.38 0.0007
2024-02-15 2023-12-31 13F HYSTER YALE MATLS HANDLING I COM 449172105 30,351 26,752 2 0.0007
2026-03-26 2023-09-30 13F/A-1 HYSTER YALE MATLS HANDLING I COM 449172105 3,599 -463 -11.40 160 -29.20 0.0001
2023-11-07 2023-09-30 13F HYSTER YALE MATLS HANDLING I COM 449172105 3,599 -463 0 0.0001
2026-03-30 2023-06-30 13F/A-2 HYSTER YALE MATLS HANDLING I COM 449172105 4,062 -1,441 -26.19 227 -17.52 0.0001
2023-09-20 2023-06-30 13F/A-1 HYSTER YALE MATLS HANDLING I COM 449172105 4,062 -1,441 0 0.0001
2023-08-03 2023-06-30 13F HYSTER YALE MATLS HANDLING I COM 449172105 4,062 -1,441 0 0.0001
2026-03-30 2023-03-31 13F/A-1 HYSTER YALE MATLS HANDLING I COM 449172105 5,503 -665 -10.78 275 75.64 0.0001
2023-05-04 2023-03-31 13F HYSTER YALE MATLS HANDLING I COM 449172105 5,503 -665 0 0.0001
2026-03-30 2022-12-31 13F/A-1 HYSTER YALE MATLS HANDLING I COM 449172105 6,168 2,451 65.94 156 95.00 0.0001
2023-02-13 2022-12-31 13F HYSTER YALE MATLS HANDLING I COM 449172105 6,168 2,451 0 0.0001
2022-11-03 2022-09-30 13F HYSTER YALE MATLS HANDLING I COM 449172105 3,717 832 28.84 80 -13.98 0.0001
2022-08-12 2022-06-30 13F HYSTER YALE MATLS HANDLING I COM 449172105 2,885 -967 -25.10 93 -27.34 0.0001
2022-05-16 2022-03-31 13F HYSTER YALE MATLS HANDLING I COM 449172105 3,852 -9,109 -70.28 128 -75.94 0.0001
2022-02-23 2021-12-31 13F/A-1 HYSTER YALE MATLS HANDLING I COM 449172105 12,961 7,293 128.67 532 86.67 0.0002
2022-02-14 2021-12-31 13F HYSTER YALE MATLS HANDLING I COM 449172105 12,961 7,293 532 0.0001
2021-11-09 2021-09-30 13F HYSTER YALE MATLS HANDLING I COM 449172105 5,668 4,384 341.43 285 203.19 0.0001
2021-08-13 2021-06-30 13F HYSTER YALE MATLS HANDLING I COM 449172105 1,284 -6,996 -84.49 94 -86.96 0.0000
2021-05-13 2021-03-31 13F HYSTER YALE MATLS HANDLING I COM 449172105 8,280 5,085 159.15 721 277.49 0.0004
2021-02-11 2020-12-31 13F HYSTER YALE MATLS HANDLING I COM 449172105 3,195 -1,357 -29.81 191 13.02 0.0001
2020-11-12 2020-09-30 13F HYSTER YALE MATLS HANDLING I COM 449172105 4,552 -1,020 -18.31 169 -21.40 0.0001
2020-08-12 2020-06-30 13F HYSTER YALE MATLS HANDLING I COM 449172105 5,572 2,206 65.54 215 59.26 0.0002
2020-05-13 2020-03-31 13F HYSTER YALE MATLS HANDLING I COM 449172105 3,366 -6,954 -67.38 135 -77.80 0.0001
2020-02-10 2019-12-31 13F HYSTER YALE MATLS HANDLING I COM 449172105 10,320 4,042 64.38 608 76.74 0.0003
2019-11-15 2019-09-30 13F/A-1 HYSTER YALE MATLS HANDLING I COM 449172105 6,278 -525 -7.72 344 -8.51 0.0002
2019-11-14 2019-09-30 13F HYSTER YALE MATLS HANDLING I COM 449172105 6,278 -525 344 79.5332
2019-08-14 2019-06-30 13F HYSTER YALE MATLS HANDLING I COM 449172105 6,803 3,482 104.85 376 81.64 0.0002
2019-05-15 2019-03-31 13F HYSTER YALE MATLS HANDLING I COM 449172105 3,321 3,020 1,003.32 207 989.47 0.0001
2019-02-14 2018-12-31 13F HYSTER YALE MATLS HANDLING I COM 449172105 301 -4,334 -93.51 19 -93.36 0.0000
2018-11-14 2018-09-30 13F HYSTER YALE MATLS HANDLING I COM 449172105 4,635 3,030 188.79 286 177.67 0.0002
2018-08-14 2018-06-30 13F HYSTER YALE MATLS HANDLING I COM 449172105 1,605 -2,167 -57.45 103 -60.84 0.0001
2018-05-15 2018-03-31 13F HYSTER YALE MATLS HANDLING I COM 449172105 3,772 1,087 40.48 263 14.85 0.0002
2018-02-14 2017-12-31 13F HYSTER YALE MATLS HANDLING I COM 449172105 2,685 732 37.48 229 53.69 0.0002
2017-11-14 2017-09-30 13F HYSTER YALE MATLS HANDLING I COM 449172105 1,953 -243 -11.07 149 -3.25 0.0002
2017-08-14 2017-06-30 13F HYSTER YALE MATLS HANDLING I COM 449172105 2,196 2,030 1,222.89 154 1,611.11 0.0002
2017-05-15 2017-03-31 13F HYSTER YALE MATLS HANDLING I COM 449172105 166 20 13.70 9 -10.00 0.0000
2017-02-14 2016-12-31 13F HYSTER YALE MATLS HANDLING I COM 449172105 146 -32 -17.98 10 -9.09 0.0000
2016-11-14 2016-09-30 13F HYSTER YALE MATLS HANDLING I COM 449172105 178 175 5,833.33 11 0.0000
2016-08-12 2016-06-30 13F HYSTER YALE MATLS HANDLING I COM 449172105 3 -4,784 -99.94 0 -100.00
2016-05-16 2016-03-31 13F HYSTER YALE MATLS HANDLING I COM 449172105 4,787 3,713 345.72 316 464.29 0.0005
2016-02-12 2015-12-31 13F HYSTER YALE MATLS HANDLING I COM 449172105 1,074 -49 -4.36 56 -12.50 0.0001
2015-11-13 2015-09-30 13F HYSTER YALE MATLS HANDLING I COM 449172105 1,123 -132 -10.52 64 -25.58 0.0001
2015-08-14 2015-06-30 13F HYSTER YALE MATLS HANDLING I COM 449172105 1,255 -126 -9.12 86 -14.85 0.0001
2015-05-19 2015-03-31 13F/A-1 HYSTER YALE MATLS HANDLING I COM 449172105 1,381 -279 -16.81 101 -16.53 0.0001
2015-05-14 2015-03-31 13F HYSTER YALE MATLS HANDLING I COM 449172105 1,381 101
2015-02-13 2014-12-31 13F HYSTER YALE MATLS HANDLING I COM 449172105 1,660 180 12.16 121 15.24 0.0001
2014-11-14 2014-09-30 13F HYSTER YALE MATLS HANDLING I COM 449172105 1,480 -2,592 -63.65 105 -70.67 0.0001
2014-08-14 2014-06-30 13F HYSTER YALE MATLS HANDLING I COM 449172105 4,072 1,124 38.13 358 25.17 0.0004
2014-05-15 2014-03-31 13F HYSTER YALE MATLS HANDLING I COM 449172105 2,948 -1,882 -38.96 286 -36.30 0.0003
2014-02-13 2013-12-31 13F HYSTER YALE MATLS HANDLING I COM 449172105 4,830 450 10.27 449 15.13 0.0005
2013-11-14 2013-09-30 13F HYSTER YALE MATLS HANDLING I COM 449172105 4,380 -2,830 -39.25 390 -13.72 0.0005
2013-08-14 2013-06-30 13F HYSTER YALE MATLS HANDLING I COM 449172105 7,210 7,210 452 0.0006
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.