State Street Corp reports 0.36% increase in ownership of HY / Hyster-Yale, Inc.

海斯特-耶魯公司

US ˙ NYSE ˙ US4491721050

Security	HY / Hyster-Yale, Inc.
Institution	State Street Corp
Latest Disclosed Ownership	308,904 shares
Latest Disclosed Value	$ 10,042,469

On May 15, 2026 - State Street Corp filed a 13F-HR form disclosing ownership of 308,904 shares of Hyster-Yale, Inc. (US:HY) valued at $10,042,469 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 307,794 shares of Hyster-Yale, Inc.. This represents a change in shares of 0.36% during the quarter. The current value of the position is $11,126,722 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	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-15	2026-03-31	13F	HYSTER-YALE	CL A	449172105	308,904	1,110	0.36	10,042	9.82	0.0003
2026-02-13	2025-12-31	13F	HYSTER-YALE	CL A	449172105	307,794	33,281	12.12	9,145	-9.63	0.0003
2025-11-14	2025-09-30	13F	HYSTER-YALE	CL A	449172105	274,513	6,505	2.43	10,119	-5.09	0.0004
2025-08-14	2025-06-30	13F	HYSTER-YALE	CL A	449172105	268,008	-16,111	-5.67	10,661	-9.67	0.0004
2025-05-15	2025-03-31	13F	HYSTER-YALE	CL A	449172105	284,119	-10,922	-3.70	11,802	-21.46	0.0005
2025-02-14	2024-12-31	13F	HYSTER-YALE	CL A	449172105	295,041	-24,503	-7.67	15,026	-26.26	0.0006
2024-11-14	2024-09-30	13F	HYSTER-YALE	CL A	449172105	319,544	-1,262	-0.39	20,377	-8.91	0.0008
2024-08-14	2024-06-30	13F	HYSTER-YALE	CL A	449172105	320,806	53,949	20.22	22,370	30.63	0.0010
2024-05-15	2024-03-31	13F	HYSTER YALE MATLS HANDLING I	CL A	449172105	266,857	2,357	0.89	17,124	4.10	0.0008
2024-02-14	2023-12-31	13F	HYSTER YALE MATLS HANDLING I	CL A	449172105	264,500	-57,181	-17.78	16,449	14.71	0.0008
2023-11-14	2023-09-30	13F	HYSTER YALE MATLS HANDLING I	CL A	449172105	321,681	-886	-0.27	14,341	-20.39	0.0008
2023-08-14	2023-06-30	13F	HYSTER YALE MATLS HANDLING I	CL A	449172105	322,567	-27,395	-7.83	18,012	3.17	0.0009
2023-05-15	2023-03-31	13F	HYSTER YALE MATLS HANDLING I	CL A	449172105	349,962	13,759	4.09	17,460	105.18	0.0010
2023-05-15	2022-12-31	13F/A-99	HYSTER YALE MATLS HANDLING I	CL A	449172105	336,203	-17,683	-5.00	8,509	11.78	0.0005
2023-05-15	2022-12-31	13F	HYSTER YALE MATLS HANDLING I	CL A	449172105	336,203	-17,683		8,509		0.0005
2022-11-15	2022-09-30	13F	HYSTER YALE MATLS HANDLING I	CL A	449172105	353,886	5,575	1.60	7,612	-32.17	0.0005
2022-08-15	2022-06-30	13F	HYSTER YALE MATLS HANDLING I	CL A	449172105	348,311	-95,915	-21.59	11,223	-23.93	0.0007
2022-05-16	2022-03-31	13F	HYSTER YALE MATLS HANDLING I	CL A	449172105	444,226	-5,903	-1.31	14,753	-20.25	0.0007
2022-02-14	2021-12-31	13F	HYSTER YALE MATLS HANDLING I	CL A	449172105	450,129	146,869	48.43	18,500	21.38	0.0009
2021-11-15	2021-09-30	13F	HYSTER YALE MATLS HANDLING I	CL A	449172105	303,260	-13,155	-4.16	15,242	-33.99	0.0008
2021-08-16	2021-06-30	13F	HYSTER YALE MATLS HANDLING I	CL A	449172105	316,415	-15,450	-4.66	23,092	-20.13	0.0012
2021-07-09	2021-03-31	13F/A-1	HYSTER YALE MATLS HANDLING I	CL A	449172105	331,865	13,320	4.18	28,912	52.42	0.0017
2021-05-17	2021-03-31	13F	HYSTER YALE MATLS HANDLING I	CL A	449172105	331,865	13,320		28,912		0.0017
2021-02-16	2020-12-31	13F	HYSTER YALE MATLS HANDLING I	CL A	449172105	318,545	31,894	11.13	18,969	78.13	0.0012
2020-11-10	2020-09-30	13F	HYSTER YALE MATLS HANDLING I	CL A	449172105	286,651	-14,675	-4.87	10,649	-8.58	0.0007
2020-08-14	2020-06-30	13F	HYSTER YALE MATLS HANDLING I	CL A	449172105	301,326	64,882	27.44	11,649	22.89	0.0008
2020-06-19	2020-03-31	13F/A-1	HYSTER YALE MATLS HANDLING I	CL A	449172105	236,444	16,444	7.47	9,479	-26.92	0.0008
2020-05-11	2020-03-31	13F	HYSTER YALE MATLS HANDLING I	CL A	449172105	236,444	16,444		9,479		832.4471
2020-02-06	2019-12-31	13F	HYSTER YALE MATLS HANDLING I	CL A	449172105	220,000	2,199	1.01	12,971	8.82	0.0009
2019-11-14	2019-09-30	13F	HYSTER YALE MATLS HANDLING I	CL A	449172105	217,801	1,277	0.59	11,920	-0.38	0.0009
2019-08-14	2019-06-30	13F	HYSTER YALE MATLS HANDLING I	CL A	449172105	216,524	10,880	5.29	11,965	-6.70	0.0009
2019-05-15	2019-03-31	13F	HYSTER YALE MATLS HANDLING I	CL A	449172105	205,644	10,912	5.60	12,824	6.28	0.0010
2019-02-12	2018-12-31	13F	HYSTER YALE MATLS HANDLING I	CL A	449172105	194,732	-4,482	-2.25	12,066	-1.54	0.0011
2018-11-09	2018-09-30	13F	HYSTER-YALE MATERIALS HNDLNG	Common equity shares	449172105	199,214	2,992	1.52	12,255	-2.78	0.0009
2018-08-14	2018-06-30	13F	HYSTER-YALE MATERIALS HNDLNG	Common equity shares	449172105	196,222	-7,749	-3.80	12,605	-11.64	0.0011
2018-05-15	2018-03-31	13F	HYSTER-YALE MATERIALS HNDLNG	Common equity shares	449172105	203,971	-30,265	-12.92	14,266	-28.48	0.0012
2018-02-14	2017-12-31	13F	HYSTER-YALE MATERIALS HNDLNG	Common equity shares	449172105	234,236	13,698	6.21	19,948	18.33	0.0016
2017-11-14	2017-09-30	13F	HYSTER-YALE MATERIALS HNDLNG	Common equity shares	449172105	220,538	622	0.28	16,858	9.14	0.0015
2017-08-14	2017-06-30	13F	HYSTER-YALE MATERIALS HNDLNG	Common equity shares	449172105	219,916	20,740	10.41	15,446	37.51	0.0014
2017-05-15	2017-03-31	13F	HYSTER-YALE MATERIALS HNDLNG	Common equity shares	449172105	199,176	19,717	10.99	11,233	-1.84	0.0010
2017-02-09	2016-12-31	13F	HYSTER-YALE MATERIALS HNDLNG	Common equity shares	449172105	179,459	4,408	2.52	11,443	8.70	0.0011
2017-01-13	2016-09-30	13F/A-1	HYSTER-YALE MATERIALS HNDLNG	Common equity shares	449172105	175,051	5,211	3.07	10,527	4.19	0.0011
2016-11-14	2016-09-30	13F	HYSTER-YALE MATERIALS HNDLNG	Common equity shares	449172105	175,051			10,527
2016-08-12	2016-06-30	13F	HYSTER-YALE MATERIALS HNDLNG	Common equity shares	449172105	169,840	-3,173	-1.83	10,104	-12.33	0.0011
2016-05-20	2016-03-31	13F/A-1	HYSTER-YALE MATERIALS HNDLNG	Common equity shares	449172105	173,013	-20,703	-10.69	11,525	13.51	0.0012
2016-05-12	2016-03-31	13F	HYSTER-YALE MATERIALS HNDLNG	Common equity shares	449172105	173,013			11,525
2016-02-16	2015-12-31	13F	HYSTER-YALE MATERIALS HNDLNG	Common equity shares	449172105	193,716	1,901	0.99	10,153	-8.50	0.0011
2015-11-16	2015-09-30	13F	HYSTER-YALE MATERIALS HNDLNG	Common equity shares	449172105	191,815	-339	-0.18	11,096	-16.67	0.0013
2015-08-13	2015-06-30	13F	HYSTER-YALE MATERIALS HNDLNG	Common equity shares	449172105	192,154	-11,725	-5.75	13,315	-10.90	0.0014
2015-05-15	2015-03-31	13F	HYSTER-YALE MATERIALS HNDLNG	Common equity shares	449172105	203,879	17,866	9.60	14,944	9.73	0.0015
2015-02-11	2014-12-31	13F	HYSTER-YALE MATERIALS HNDLNG	Common equity shares	449172105	186,013	-888	-0.48	13,619	1.76	0.0014
2014-11-12	2014-09-30	13F/A-1	HYSTER-YALE MATERIALS HNDLNG	Common equity shares	449172105	186,901	-13,097	-6.55	13,383	-24.43	0.0014
2014-11-10	2014-09-30	13F	HYSTER-YALE MATERIALS HNDLNG	Common equity shares	449172105	186,901			13,383
2014-08-12	2014-06-30	13F	HYSTER-YALE MATERIALS HNDLNG	Common equity shares	449172105	199,998	-29,852	-12.99	17,710	-20.99	0.0019
2014-05-15	2014-03-31	13F/A-1	HYSTER-YALE MATERIALS HNDLNG	Common equity shares	449172105	229,850	-1,242	-0.54	22,415	4.11	0.0025
2014-05-13	2014-03-31	13F	HYSTER-YALE MATERIALS HNDLNG	Common equity shares	449172105	229,850			22,415
2014-02-06	2013-12-31	13F/A-1	HYSTER-YALE MATERIALS HNDLNG	Common equity shares	449172105	231,092	-6,475	-2.73	21,531	1.06	0.0024
2014-02-06	2013-12-31	13F	HYSTER-YALE MATERIALS HNDLNG	Common equity shares	449172105	254,392			12,417
2013-11-12	2013-09-30	13F	HYSTER-YALE MATERIALS HNDLNG	Common equity shares	449172105	237,567	3,393	1.45	21,306	44.87	0.0026
2013-08-08	2013-06-30	13F	HYSTER-YALE MATERIALS HNDLNG	Common equity shares	449172105	234,174	234,174		14,707		0.0019

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.