Hyster-Yale, Inc.
US ˙ NYSE ˙ US4491721050

SecurityHY / Hyster-Yale, Inc.
InstitutionAmundi
Latest Disclosed Ownership12,520 shares
Latest Disclosed Value $ 407,025
Amundi reports 38.91% increase in ownership of HY / Hyster-Yale, Inc.

On May 15, 2026 - Amundi filed a 13F-HR form disclosing ownership of 12,520 shares of Hyster-Yale, Inc. (US:HY) valued at $407,025 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 9,013 shares of Hyster-Yale, Inc.. This represents a change in shares of 38.91% during the quarter. The current value of the position is $446,213 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)
2026-05-15 2026-03-31 13F HYSTER-YALE CL A 449172105 12,520 3,507 38.91 407 52.43 0.0000
2026-02-17 2025-12-31 13F HYSTER-YALE CL A 449172105 9,013 334 3.85 268 -14.42 0.0001
2025-11-14 2025-09-30 13F HYSTER-YALE CL A 449172105 8,679 8,679 313 0.0001
2025-08-13 2025-06-30 13F HYSTER-YALE CL A 449172105 0 -4,844 -100.00 0 -100.00
2025-05-15 2025-03-31 13F HYSTER-YALE CL A 449172105 4,844 444 10.09 179 -18.64 0.0001
2025-02-07 2024-12-31 13F HYSTER-YALE CL A 449172105 4,400 2,321 111.64 221 62.96 0.0001
2024-11-13 2024-09-30 13F HYSTER-YALE CL A 449172105 2,079 -56 -2.62 136 -6.25 0.0000
2024-08-14 2024-06-30 13F HYSTER-YALE CL A 449172105 2,135 740 53.05 145 77.78 0.0001
2024-05-15 2024-03-31 13F HYSTER-YALE MATERIALS HANDLING CL A 449172105 1,395 172 14.06 82 2.53 0.0000
2024-02-14 2023-12-31 13F HYSTER-YALE MATERIALS HANDLING CL A 449172105 1,223 -374 -23.42 80 19.70 0.0000
2023-11-14 2023-09-30 13F HYSTER-YALE MATERIALS HANDLING CL A 449172105 1,597 1,597 66 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.