Hyster-Yale, Inc.
US ˙ NYSE ˙ US4491721050

SecurityHY / Hyster-Yale, Inc.
InstitutionFranklin Resources Inc
Latest Disclosed Ownership25,292 shares
Latest Disclosed Value $ 822,243
Franklin Resources Inc reports 25.98% increase in ownership of HY / Hyster-Yale, Inc.

On May 13, 2026 - Franklin Resources Inc filed a 13F-HR form disclosing ownership of 25,292 shares of Hyster-Yale, Inc. (US:HY) valued at $822,243 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 20,076 shares of Hyster-Yale, Inc.. This represents a change in shares of 25.98% during the quarter. The current value of the position is $901,407 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)
2026-05-13 2026-03-31 13F HYSTER-YALE CL A 449172105 25,292 5,216 25.98 822 37.92 0.0002
2026-02-11 2025-12-31 13F HYSTER-YALE CL A 449172105 20,076 1,323 7.05 596 -13.75 0.0001
2025-11-13 2025-09-30 13F HYSTER-YALE CL A 449172105 18,753 135 0.73 691 -6.62 0.0002
2025-08-12 2025-06-30 13F HYSTER-YALE CL A 449172105 18,618 111 0.60 741 -3.65 0.0002
2025-05-13 2025-03-31 13F HYSTER-YALE CL A 449172105 18,507 -92 -0.49 769 -18.90 0.0002
2025-02-12 2024-12-31 13F HYSTER-YALE CL A 449172105 18,599 -81 -0.43 947 -24.84 0.0003
2024-11-27 2024-09-30 13F/A-1 HYSTER-YALE CL A 449172105 18,680 845 4.74 1,260 1.37 0.0004
2024-11-12 2024-09-30 13F HYSTER-YALE CL A 449172105 18,680 845 1,260 0.0001
2024-08-14 2024-06-30 13F HYSTER-YALE CL A 449172105 17,835 922 5.45 1,244 14.56 0.0004
2024-05-13 2024-03-31 13F HYSTER YALE MATLS HANDLING I CL A 449172105 16,913 12,023 245.87 1,085 256.91 0.0003
2024-02-09 2023-12-31 13F HYSTER YALE MATLS HANDLING I CL A 449172105 4,890 234 5.03 304 46.86 0.0001
2023-11-13 2023-09-30 13F HYSTER YALE MATLS HANDLING I CL A 449172105 4,656 -500 -9.70 208 -27.87 0.0001
2023-08-11 2023-06-30 13F HYSTER YALE MATLS HANDLING I CL A 449172105 5,156 5,156 288 0.0001
2020-11-12 2020-09-30 13F HYSTER YALE MATLS HANDLING I CL A 449172105 0 -151,974 -100.00 0 -100.00
2020-08-13 2020-06-30 13F HYSTER YALE MATLS HANDLING I CL A 449172105 151,974 -71,899 -32.12 5,673 -36.79 0.0029
2020-05-13 2020-03-31 13F HYSTER YALE MATLS HANDLING I CL A 449172105 223,873 -69 -0.03 8,975 -32.03 0.0060
2020-03-11 2019-12-31 13F/A-1 HYSTER YALE MATLS HANDLING I CL A 449172105 223,942 8 0.00 13,204 7.73 0.0069
2020-02-12 2019-12-31 13F HYSTER YALE MATLS HANDLING I CL A 449172105 223,942 8 13,204 1,667.8460
2019-11-14 2019-09-30 13F HYSTER YALE MATLS HANDLING I CL A 449172105 223,934 -1,048 -0.47 12,256 -1.42 0.0067
2019-08-14 2019-06-30 13F HYSTER YALE MATLS HANDLING I CL A 449172105 224,982 -1,404 -0.62 12,433 -11.94 0.0066
2019-05-15 2019-03-31 13F/A-1 HYSTER YALE MATLS HANDLING I CL A 449172105 226,386 -6,456 -2.77 14,118 -2.14 0.0076
2019-05-14 2019-03-31 13F HYSTER YALE MATLS HANDLING I CL A 449172105 226,386 -6,456 14,118
2019-02-12 2018-12-31 13F HYSTER YALE MATLS HANDLING I CL A 449172105 232,842 1,224 0.53 14,426 1.22 0.0087
2018-11-13 2018-09-30 13F HYSTER YALE MATLS HANDLING I CL A 449172105 231,618 24 0.01 14,252 -4.22 0.0071
2018-08-14 2018-06-30 13F HYSTER YALE MATLS HANDLING I CL A 449172105 231,594 476 0.21 14,880 -7.93 0.0076
2018-05-10 2018-03-31 13F HYSTER YALE MATLS HANDLING I CL A 449172105 231,118 300 0.13 16,162 -17.78 0.0082
2018-02-14 2017-12-31 13F HYSTER YALE MATLS HANDLING I CL A 449172105 230,818 -2,225 -0.95 19,657 10.35 0.0094
2017-11-13 2017-09-30 13F HYSTER YALE MATLS HANDLING I CL A 449172105 233,043 -330 -0.14 17,814 8.66 0.0087
2017-08-10 2017-06-30 13F HYSTER YALE MATLS HANDLING I CL A 449172105 233,373 399 0.17 16,394 24.78 0.0082
2017-05-12 2017-03-31 13F HYSTER YALE MATLS HANDLING I CL A 449172105 232,974 -44,100 -15.92 13,138 -25.64 0.0067
2017-02-14 2016-12-31 13F HYSTER YALE MATLS HANDLING I CL A 449172105 277,074 -19,086 -6.44 17,669 -0.78 0.0091
2016-11-14 2016-09-30 13F HYSTER YALE MATLS HANDLING I CL A 449172105 296,160 0 0.00 17,808 1.08 0.0093
2016-08-11 2016-06-30 13F HYSTER YALE MATLS HANDLING I CL A 449172105 296,160 31,580 11.94 17,618 -0.02 0.0095
2016-05-10 2016-03-31 13F HYSTER YALE MATLS HANDLING I CL A 449172105 264,580 0 0.00 17,621 26.98 0.0094
2016-04-27 2015-12-31 13F/A-1 HYSTER YALE MATLS HANDLING I CL A 449172105 264,580 0 0.00 13,877 -9.30 0.0070
2016-02-12 2015-12-31 13F HYSTER YALE MATLS HANDLING I CL A 449172105 264,580 13,877
2015-11-10 2015-09-30 13F HYSTER YALE MATLS HANDLING I CL A 449172105 264,580 0 0.00 15,300 -16.53 0.0076
2015-08-12 2015-06-30 13F HYSTER YALE MATLS HANDLING I CL A 449172105 264,580 -1,930 -0.72 18,330 -6.16 0.0083
2015-05-14 2015-03-31 13F HYSTER YALE MATLS HANDLING I CL A 449172105 266,510 -11,000 -3.96 19,533 -3.84 0.0089
2015-02-10 2014-12-31 13F HYSTER YALE MATLS HANDLING I CL A 449172105 277,510 101,310 57.50 20,314 60.98 0.0092
2014-11-12 2014-09-30 13F HYSTER YALE MATLS HANDLING I CL A 449172105 176,200 0 0.00 12,619 -19.11 0.0058
2014-08-12 2014-06-30 13F HYSTER YALE MATLS HANDLING I CL A 449172105 176,200 0 0.00 15,601 -9.19 0.0069
2014-05-13 2014-03-31 13F HYSTER YALE MATLS HANDLING I CL A 449172105 176,200 -14,200 -7.46 17,180 -3.15 0.0081
2014-02-12 2013-12-31 13F HYSTER YALE MATLS HANDLING I CL A 449172105 190,400 -46,690 -19.69 17,738 -16.57 0.0087
2013-11-14 2013-09-30 13F HYSTER YALE MATLS HANDLING I CL A 449172105 237,090 0 0.00 21,260 42.81 0.0113
2013-08-09 2013-06-30 13F HYSTER YALE MATLS HANDLING I CL A 449172105 237,090 237,090 14,887 0.0085
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.