BlackRock, Inc. ownership in HYEA / Hyster-Yale, Inc.

Hyster-Yale, Inc.

DE ˙ DB ˙ US4491721050

30,20 € ↓ -0,60 (-1,95%)

2026-06-04
DEL PRIS

Security	DE:HYEA / Hyster-Yale, Inc.
Institution	BlackRock, Inc.
Latest Disclosed Ownership	865,393 shares
Ownership	6.30%

2024-01-29 - BlackRock, Inc. has filed an SC 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 865,393 shares of Hyster-Yale, Inc. (DE:HYEA). This represents 6.3 percent ownership of the company. In their previous filing dated 2023-02-01 , BlackRock, Inc. had reported owning 871,668 shares, indicating a decrease of -0.72 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File Date	Effective Date	Form	Prev Shares	Latest Shares	ΔShares (Percent)	Ownership (Percent)	ΔOwnership (Percent)
2024-01-29	2024-01-29	13G/A	871,668	865,393	-0.72	6.30	-4.55
2023-02-01	2023-02-01	13G/A	801,271	871,668	8.79	6.60	6.45
2022-02-03	2022-02-03	13G/A	807,359	801,271	-0.75	6.20	0.00
2021-01-29	2021-01-29	13G/A	1,014,927	807,359	-20.45	6.20	-21.52
2020-02-05	2020-02-05	13G/A	685,947	1,014,927	47.96	7.90	46.30
2019-02-08	2019-02-08	13G	685,947	685,947	0.00	5.40	0.00
2019-02-07	2019-02-07	13G	589,613	685,947	16.34	5.40	14.89
2017-06-08	2017-06-08	13G/A	638,221	589,613	-7.62	4.70	-7.84
2017-01-30	2017-01-30	13G	601,485	638,221	6.11	5.10	4.08
2015-11-10	2015-11-10	13G/A		601,485		4.90
2015-02-02	2015-02-02	13G/A		719,887		5.90
2014-01-29	2014-01-29	13G		675,213		5.30
2013-03-11	2013-03-11	13G/A		615,101		4.97
2013-01-30	2013-01-30	13G		603,582		7.15

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

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 (%)
2026-05-13	2026-03-31	13F	HYSTER-YALE	CL A	449172105	908,512	17,635	1.98	29,536	11.59	0.0005
2026-02-12	2025-12-31	13F	HYSTER-YALE	CL A	449172105	890,877	11,394	1.30	26,468	-18.35	0.0004
2025-11-12	2025-09-30	13F	HYSTER-YALE	CL A	449172105	879,483	-6,288	-0.71	32,418	-8.00	0.0006
2025-08-12	2025-06-30	13F	HYSTER-YALE	CL A	449172105	885,771	7,069	0.80	35,236	-3.47	0.0007
2025-05-02	2025-03-31	13F	HYSTER-YALE	CL A	449172105	878,702	1,953	0.22	36,501	-18.25	0.0008
2025-02-07	2024-12-31	13F	HYSTER-YALE	CL A	449172105	876,749	-4,853	-0.55	44,653	-20.57	0.0009
2024-11-13	2024-09-30	13F	HYSTER-YALE	CL A	449172105	881,602	21,020	2.44	56,220	-6.31	0.0012
2024-08-13	2024-06-30	13F	HYSTER-YALE	CL A	449172105	860,582	15,774	1.87	60,008	10.69	0.0014
2024-05-10	2024-03-31	13F	HYSTER YALE MATLS HANDLING I	CL A	449172105	844,808	-20,585	-2.38	54,211	0.73	0.0013
2024-02-13	2023-12-31	13F	HYSTER YALE MATLS HANDLING I	CL A	449172105	865,393	66,420	8.31	53,819	51.10	0.0014
2023-11-13	2023-09-30	13F	HYSTER YALE MATLS HANDLING I	CL A	449172105	798,973	5,568	0.70	35,618	-19.60	0.0010
2023-08-11	2023-06-30	13F	HYSTER YALE MATLS HANDLING I	CL A	449172105	793,405	-55,353	-6.52	44,304	4.63	0.0012
2023-05-12	2023-03-31	13F	HYSTER YALE MATLS HANDLING I	CL A	449172105	848,758	-22,910	-2.63	42,345	91.94	0.0012
2023-02-13	2022-12-31	13F	HYSTER YALE MATLS HANDLING I	CL A	449172105	871,668	13,882	1.62	22,062	19.56	0.0007
2022-11-14	2022-09-30	13F	HYSTER YALE MATLS HANDLING I	CL A	449172105	857,786	3,804	0.45	18,452	-32.94	0.0006
2022-08-12	2022-06-30	13F	HYSTER YALE MATLS HANDLING I	CL A	449172105	853,982	90,188	11.81	27,516	8.48	0.0009
2022-05-12	2022-03-31	13F	HYSTER YALE MATLS HANDLING I	CL A	449172105	763,794	-37,477	-4.68	25,365	-22.98	0.0007
2022-02-10	2021-12-31	13F	HYSTER YALE MATLS HANDLING I	CL A	449172105	801,271	19,692	2.52	32,934	-16.16	0.0008
2021-11-09	2021-09-30	13F	HYSTER YALE MATLS HANDLING I	CL A	449172105	781,579	-6,223	-0.79	39,282	-31.68	0.0011
2021-08-11	2021-06-30	13F	HYSTER YALE MATLS HANDLING I	CL A	449172105	787,802	-47,891	-5.73	57,493	-21.03	0.0016
2021-05-07	2021-03-31	13F	HYSTER YALE MATLS HANDLING I	CL A	449172105	835,693	28,334	3.51	72,805	51.43	0.0021
2021-02-05	2020-12-31	13F	HYSTER YALE MATLS HANDLING I	CL A	449172105	807,359	32,551	4.20	48,078	67.04	0.0015
2020-11-06	2020-09-30	13F	HYSTER YALE MATLS HANDLING I	CL A	449172105	774,808	36,054	4.88	28,783	0.78	0.0011
2020-08-14	2020-06-30	13F	HYSTER YALE MATLS HANDLING I	CL A	449172105	738,754	-294,703	-28.52	28,560	-31.07	0.0011
2020-05-01	2020-03-31	13F	HYSTER YALE MATLS HANDLING I	CL A	449172105	1,033,457	18,530	1.83	41,432	-30.76	0.0020
2020-02-13	2019-12-31	13F	HYSTER YALE MATLS HANDLING I	CL A	449172105	1,014,927	6,532	0.65	59,840	8.42	0.0023
2019-11-08	2019-09-30	13F	HYSTER YALE MATLS HANDLING I	CL A	449172105	1,008,395	46,971	4.89	55,191	3.88	0.0023
2019-08-22	2019-06-30	13F/A-1	HYSTER YALE MATLS HANDLING I	CL A	449172105	961,424	274,129	39.89	53,128	23.96	0.0023
2019-08-13	2019-06-30	13F	HYSTER YALE MATLS HANDLING I	CL A	449172105	961,424	274,129		53,128
2019-05-09	2019-03-31	13F	HYSTER YALE MATLS HANDLING I	CL A	449172105	687,295	1,348	0.20	42,860	0.84	0.0019
2019-02-08	2018-12-31	13F	HYSTER YALE MATLS HANDLING I	CL A	449172105	685,947	17,447	2.61	42,501	3.33	0.0021
2018-11-09	2018-09-30	13F	HYSTER YALE MATLS HANDLING I	CL A	449172105	668,500	9,303	1.41	41,133	-2.88	0.0018
2018-08-09	2018-06-30	13F	HYSTER YALE MATLS HANDLING I	CL A	449172105	659,197	36,744	5.90	42,353	-2.69	0.0020
2018-05-09	2018-03-31	13F	HYSTER YALE MATLS HANDLING I	CL A	449172105	622,453	29	0.00	43,526	-17.88	0.0021
2018-02-09	2017-12-31	13F	HYSTER YALE MATLS HANDLING I	CL A	449172105	622,424	-6,638	-1.06	53,006	10.23	0.0025
2017-11-14	2017-09-30	13F	HYSTER YALE MATLS HANDLING I	CL A	449172105	629,062	4,322	0.69	48,086	9.56	0.0024
2017-08-10	2017-06-30	13F	HYSTER YALE MATLS HANDLING I	CL A	449172105	624,740	-10,826	-1.70	43,890	22.47	0.0023
2017-05-12	2017-03-31	13F	HYSTER YALE MATLS HANDLING I	CL A	449172105	635,566	633,496	30,603.67	35,838	26,845.86	0.0020
2017-02-10	2016-12-31	13F	HYSTER YALE MATLS HANDLING I	CL A	449172105	2,070	-1,215	-36.99	133	-32.83	0.0002
2016-11-08	2016-09-30	13F	HYSTER YALE MATLS HANDLING I	CL A	449172105	3,285	171	5.49	198	7.61	0.0003
2016-08-10	2016-06-30	13F	HYSTER YALE MATLS HANDLING I	CL A	449172105	3,114	2,204	242.20	184	206.67	0.0003
2016-05-10	2016-03-31	13F	HYSTER YALE MATLS HANDLING I	CL A	449172105	910	526	136.98	60	200.00	0.0001
2016-02-11	2015-12-31	13F	HYSTER YALE MATLS HANDLING I	CL A	449172105	384	186	93.94	20	81.82	0.0000
2015-11-13	2015-09-30	13F	HYSTER YALE MATLS HANDLING I	CL A	449172105	198	-130	-39.63	11	-50.00	0.0000
2015-08-07	2015-06-30	13F	HYSTER YALE MATLS HANDLING I	CL A	449172105	328	0	0.00	22	-8.33	0.0000
2015-05-13	2015-03-31	13F	HYSTER YALE MATLS HANDLING I	CL A	449172105	328	0	0.00	24	0.00	0.0000
2015-02-09	2014-12-31	13F	HYSTER YALE MATLS HANDLING I	CL A	449172105	328	-77	-19.01	24	-17.24	0.0000
2014-10-29	2014-09-30	13F	HYSTER YALE MATLS HANDLING I	CL A	449172105	405	77	23.48	29	0.00	0.0000
2014-08-06	2014-06-30	13F	HYSTER YALE MATLS HANDLING I	CL A	449172105	328	-34	-9.39	29	-17.14	0.0000
2014-05-02	2014-03-31	13F	HYSTER YALE MATLS HANDLING I	CL A	449172105	362	0	0.00	35	2.94	0.0001
2014-02-12	2013-12-31	13F	HYSTER YALE MATLS HANDLING I	CL A	449172105	362	0	0.00	34	6.25	0.0001
2013-11-12	2013-09-30	13F	HYSTER YALE MATLS HANDLING I	CL A	449172105	362	0	0.00	32	39.13	0.0001
2013-08-13	2013-06-30	13F	HYSTER YALE MATLS HANDLING I	CL A	449172105	362	362		23		0.0000

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.