New Positions
19 managers initiated
Top five by reported value
- Impala Asset Management LLC$1.5M
- Swiss Life Asset Management Ltd$879.2K
- SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$696.3K
- XTX Topco Ltd$404.5K
- Krilogy Financial LLC$383.5K
Hyster-Yale Inc NEW YORK STOCK EXCHANGE, INC.:HY
Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31 · prior 2025-09-30.
19 new53 added72 reduced31 exited
Total Institutional Holders
143
as of 2025-12-31
Top Holder
BlackRock, Inc.
$26.5M
Largest QoQ Increase
VALUEWORKS LLC
+99,538 sh
Largest QoQ Decrease
VANGUARD GROUP INC
-212,481 sh
New Positions(19)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Impala Asset Management LLC | 50,000 | +50,000 | $1.5M | +$1.5M | — |
| Swiss Life Asset Management Ltd | 36,090 | +36,090 | $879.2K | +$879.2K | — |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 23,438 | +23,438 | $696.3K | +$696.3K | — |
| XTX Topco Ltd | 13,616 | +13,616 | $404.5K | +$404.5K | — |
| Krilogy Financial LLC | 12,012 | +12,012 | $383.5K | +$383.5K | — |
| Brevan Howard Capital Management LP | 10,747 | +10,747 | $319.3K | +$319.3K | — |
| Quantinno Capital Management LP | 10,250 | +10,250 | $304.5K | +$304.5K | — |
| CAXTON ASSOCIATES LLP | 8,494 | +8,494 | $252.4K | +$252.4K | — |
| Creative Planning | 8,244 | +8,244 | $244.9K | +$244.9K | — |
| Parvin Asset Management, LLC | 8,045 | +8,045 | $239.0K | +$239.0K | — |
| SIMPLEX TRADING, LLC | 4,572 | +4,572 | $135.8K | +$135.8K | — |
| Kestra Advisory Services, LLC | 2,056 | +2,056 | $61.1K | +$61.1K | — |
| SageView Advisory Group, LLC | 800 | +800 | $23.8K | +$23.8K | — |
| DV EQUITIES, LLC | 161 | +161 | $4.8K | +$4.8K | — |
| IFP Advisors, Inc | 113 | +113 | $3.8K | +$3.8K | — |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 62 | +62 | $2.2K | +$2.2K | — |
| Allworth Financial LP | 48 | +48 | $1.4K | +$1.4K | — |
| Farther Finance Advisors, LLC | 35 | +35 | $1.0K | +$1.0K | — |
| MAI Capital Management | 6 | +6 | $179 | +$179 | — |
Added To(53)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BlackRock, Inc. | 890,877 | +11,394 | $26.5M | -$5.9M | 1.3% |
| AMERICAN CENTURY COMPANIES INC | 377,785 | +22,812 | $11.2M | -$1.9M | 6.4% |
| MILLENNIUM MANAGEMENT LLC | 224,251 | +3,401 | $6.7M | -$1.5M | 1.5% |
| D. E. Shaw & Co., Inc. | 175,689 | +5,881 | $5.2M | -$1.0M | 3.5% |
| STATE STREET CORP | 307,794 | +33,281 | $9.1M | -$974.0K | 12.1% |
| VALUEWORKS LLC | 399,344 | +99,538 | $11.9M | +$813.7K | 33.2% |
| ProShare Advisors LLC | 181,375 | +13,766 | $5.4M | -$789.4K | 8.2% |
| GOLDMAN SACHS GROUP INC | 120,803 | +44,750 | $3.6M | +$785.7K | 58.8% |
| MORGAN STANLEY | 143,178 | +7,772 | $4.3M | -$737.3K | 5.7% |
| CITADEL ADVISORS LLC | 57,982 | +28,620 | $1.7M | +$640.4K | 97.5% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 144,485 | +43,822 | $4.3M | +$582.2K | 43.5% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 94,609 | +6,408 | $2.8M | -$440.3K | 7.3% |
| DEUTSCHE BANK AG\ | 26,240 | +16,597 | $779.6K | +$424.1K | 172.1% |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 37,137 | +16,740 | $1.1M | +$364.9K | 82.1% |
| ISTHMUS PARTNERS, LLC | 57,443 | +2,596 | $1.7M | -$315.0K | 4.7% |
| ADVISOR GROUP HOLDINGS, INC. | 10,429 | +9,768 | $309.8K | +$285.0K | 1477.8% |
| Pacific Ridge Capital Partners, LLC | 20,128 | +11,274 | $598.0K | +$271.6K | 127.3% |
| PNC Financial Services Group, Inc. | 48,223 | +1,991 | $1.4M | -$271.4K | 4.3% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 45,536 | +15,664 | $1.4M | +$251.8K | 52.4% |
| GABELLI FUNDS LLC | 56,200 | +4,300 | $1.7M | -$243.3K | 8.3% |
| Empowered Funds, LLC | 66,609 | +6,408 | $2.0M | -$240.1K | 10.6% |
| BARCLAYS PLC | 21,494 | +4,663 | $855.0K | +$234.6K | 27.7% |
| FMR LLC | 77,713 | +8,894 | $2.3M | -$227.8K | 12.9% |
| FourThought Financial Partners, LLC | 16,976 | +9,059 | $504.4K | +$212.5K | 114.4% |
| Brooklyn Investment Group | 16,942 | +8,271 | $510.8K | +$191.2K | 95.4% |
| RAYMOND JAMES FINANCIAL INC | 12,891 | +6,869 | $383.0K | +$161.0K | 114.1% |
| BANK OF AMERICA CORP /DE/ | 27,916 | +9,094 | $829.4K | +$135.6K | 48.3% |
| WELLS FARGO & COMPANY/MN | 15,267 | +6,261 | $453.6K | +$121.6K | 69.5% |
| Russell Investments Group, Ltd. | 17,206 | +250 | $511.2K | -$113.8K | 1.5% |
| MACKENZIE FINANCIAL CORP | 47,048 | +12,104 | $1.4M | +$109.4K | 34.6% |
| AMERIPRISE FINANCIAL INC | 26,125 | +2,125 | $776.2K | -$108.5K | 8.8% |
| FEDERATED HERMES, INC. | 122,876 | +26,682 | $3.7M | +$104.9K | 27.7% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 8,770 | +4,395 | $260.6K | +$99.3K | 100.5% |
| FRANKLIN RESOURCES INC | 20,076 | +1,323 | $596.5K | -$94.8K | 7.0% |
| Allspring Global Investments Holdings, LLC | 16,254 | +1,422 | $482.9K | -$63.8K | 9.6% |
| PRELUDE CAPITAL MANAGEMENT, LLC | 13,160 | +3,895 | $391.0K | +$49.5K | 42.0% |
| AMUNDI | 9,013 | +334 | $267.8K | -$45.2K | 3.8% |
| ExodusPoint Capital Management, LP | 22,896 | +4,868 | $680.2K | +$15.7K | 27.0% |
| Tower Research Capital LLC (TRC) | 2,135 | +828 | $63.4K | +$15.3K | 63.4% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 66,975 | +13,385 | $2.0M | +$14.5K | 25.0% |
| AlphaQuest LLC | 3,912 | +1,142 | $116.2K | +$14.1K | 41.2% |
| Inspire Investing, LLC | 15,798 | +3,360 | $469.4K | +$10.9K | 27.0% |
| NewEdge Advisors, LLC | 1,398 | +162 | $41.5K | -$4.0K | 13.1% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 126,757 | +24,563 | $3.8M | +$3.0K | 24.0% |
| KLP KAPITALFORVALTNING AS | 1,800 | +300 | $53.5K | -$1.8K | 20.0% |
| QUADRANT CAPITAL GROUP LLC | 70 | +55 | $2.1K | +$1.5K | 366.7% |
| NISA INVESTMENT ADVISORS, LLC | 191 | +2 | $5.7K | -$1.3K | 1.1% |
| JONES FINANCIAL COMPANIES LLLP | 139 | +53 | $4.1K | +$936 | 61.6% |
| HARBOUR INVESTMENTS, INC. | 77 | +1 | $2.3K | -$522 | 1.3% |
| GAMMA Investing LLC | 268 | +42 | $8.0K | -$368 | 18.6% |
| ACADIAN ASSET MANAGEMENT LLC | 197,642 | +41,034 | $5.9K | +$99 | 26.2% |
| SG Americas Securities, LLC | 10,955 | +37 | $325 | -$77 | 0.3% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 12,867 | +3,525 | $383 | +$38 | 37.7% |
Reduced(72)
Sold Out(31)
Top Holders by reported value
Ranked by the dollar value reported on the latest Form 13F. Share counts reflect long positions as of 2025-12-31.
| Manager | Shares | $ Value | Δ Shares | QoQ % |
|---|---|---|---|---|
| BlackRock, Inc. | 890,877 | $26.5M | +11,394 | 1.3% |
| GAMCO INVESTORS, INC. ET AL | 834,366 | $24.8M | -11,158 | -1.3% |
| VANGUARD GROUP INC | 698,331 | $20.7M | -212,481 | -23.3% |
| DIMENSIONAL FUND ADVISORS LP | 559,041 | $16.6M | -17,468 | -3.0% |
| VALUEWORKS LLC | 399,344 | $11.9M | +99,538 | 33.2% |
| AMERICAN CENTURY COMPANIES INC | 377,785 | $11.2M | +22,812 | 6.4% |
| STATE STREET CORP | 307,794 | $9.1M | +33,281 | 12.1% |
| GEODE CAPITAL MANAGEMENT, LLC | 275,896 | $8.2M | -497 | -0.2% |
| MILLENNIUM MANAGEMENT LLC | 224,251 | $6.7M | +3,401 | 1.5% |
| ProShare Advisors LLC | 181,375 | $5.4M | +13,766 | 8.2% |
| D. E. Shaw & Co., Inc. | 175,689 | $5.2M | +5,881 | 3.5% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 144,485 | $4.3M | +43,822 | 43.5% |
| MORGAN STANLEY | 143,178 | $4.3M | +7,772 | 5.7% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 126,757 | $3.8M | +24,563 | 24.0% |
| FEDERATED HERMES, INC. | 122,876 | $3.7M | +26,682 | 27.7% |
| GOLDMAN SACHS GROUP INC | 120,803 | $3.6M | +44,750 | 58.8% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 96,441 | $2.9M | -7,852 | -7.5% |
| NORTHERN TRUST CORP | 95,694 | $2.8M | -8,495 | -8.2% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 94,609 | $2.8M | +6,408 | 7.3% |
| AQR CAPITAL MANAGEMENT LLC | 86,524 | $2.6M | -1,109 | -1.3% |
New & Closed Positions this quarter
Closed Positions
31 managers exited
Top five by prior-quarter value
- Swedbank AB$1.6M
- GLOBEFLEX CAPITAL L P$870.8K
- Squarepoint Ops LLC$867.4K
- Mork Capital Management, LLC$733.5K
- Assenagon Asset Management S.A.$616.1K
Methodology
Form 13F is the SEC's quarterly disclosure for institutional investment managers exercising discretion over $100 million or more in qualifying U.S. equity securities. Managers must file within 45 days of each calendar quarter end, which is why holdings shown here reflect a snapshot at the period date — not real-time positioning.
Quarter-over-quarter deltas compare each manager's most recently reported share count for HY against its prior-quarter count. New positions are entries where the prior count was zero; closed positions are entries where the current count is zero. Amendments (13F-HR/A) replace prior filings for the same period.
Source: SEC EDGAR Form 13F (XML information tables). Dollar values are as reported by the manager and may use mid-quarter pricing conventions. CUSIP-to-ticker resolution is best-effort.