Hyster-Yale, Inc.
US ˙ NYSE ˙ US4491721050

SecurityHY / Hyster-Yale, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership139,913 shares
Latest Disclosed Value $ 4,548,585
Morgan Stanley reports 2.28% decrease in ownership of HY / Hyster-Yale, Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 139,913 shares of Hyster-Yale, Inc. (US:HY) valued at $4,548,572 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 143,178 shares of Hyster-Yale, Inc.. This represents a change in shares of -2.28% during the quarter. The current value of the position is $5,039,666 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 139,913 -3,265 -2.28 4,549 6.94 0.0003
2026-05-27 2025-12-31 13F/A-1 HYSTER-YALE CL A 449172105 143,178 7,772 5.74 4,254 -14.79 0.0003
2026-02-13 2025-12-31 13F HYSTER-YALE CL A 449172105 143,178 7,772 4,254 0.0003
2026-05-27 2025-09-30 13F/A-1 HYSTER-YALE CL A 449172105 135,406 -32,692 -19.45 4,991 -25.35 0.0003
2025-11-14 2025-09-30 13F HYSTER-YALE CL A 449172105 135,406 -32,692 4,991 0.0003
2025-08-15 2025-06-30 13F HYSTER-YALE CL A 449172105 168,098 -3,608 -2.10 6,687 -6.25 0.0004
2025-05-15 2025-03-31 13F HYSTER-YALE CL A 449172105 171,706 -36,227 -17.42 7,133 -32.65 0.0005
2025-05-15 2024-12-31 13F/A-1 HYSTER-YALE CL A 449172105 207,933 -4,115 -1.94 10,590 -21.68 0.0007
2025-02-14 2024-12-31 13F HYSTER-YALE CL A 449172105 207,933 -4,115 10,590 0.0007
2025-05-14 2024-09-30 13F/A-2 HYSTER-YALE CL A 449172105 212,048 85,141 67.09 13,522 52.81 0.0010
2025-02-14 2024-09-30 13F/A-1 HYSTER-YALE CL A 449172105 212,048 85,141 13,522 0.0010
2024-11-14 2024-09-30 13F HYSTER-YALE CL A 449172105 212,048 85,141 13,522 0.0010
2025-05-14 2024-06-30 13F/A-2 HYSTER-YALE CL A 449172105 126,907 17,044 15.51 8,849 25.54 0.0007
2024-10-17 2024-06-30 13F/A-1 HYSTER-YALE CL A 449172105 126,907 17,044 8,849 0.0007
2024-08-14 2024-06-30 13F HYSTER-YALE CL A 449172105 126,907 17,044 8,849 0.0007
2024-10-17 2024-03-31 13F/A-2 HYSTER YALE MATLS HANDLING I CL A 449172105 109,863 -70,497 -39.09 7,050 -37.15 0.0006
2024-08-16 2024-03-31 13F/A-1 HYSTER YALE MATLS HANDLING I CL A 449172105 109,863 -70,497 7,050 0.0001
2024-05-15 2024-03-31 13F HYSTER YALE MATLS HANDLING I CL A 449172105 109,863 -70,497 7,050 0.0006
2024-08-16 2023-12-31 13F/A-1 HYSTER YALE MATLS HANDLING I CL A 449172105 180,360 72,422 67.10 11,217 133.13 0.0010
2024-02-13 2023-12-31 13F HYSTER YALE MATLS HANDLING I CL A 449172105 180,360 72,422 11,217 0.0010
2023-11-15 2023-09-30 13F HYSTER YALE MATLS HANDLING I CL A 449172105 107,938 7,935 7.93 4,812 -13.84 0.0005
2023-08-14 2023-06-30 13F HYSTER YALE MATLS HANDLING I CL A 449172105 100,003 844 0.85 5,584 12.88 0.0006
2023-05-15 2023-03-31 13F HYSTER YALE MATLS HANDLING I CL A 449172105 99,159 36,632 58.59 4,947 212.71 0.0005
2023-02-14 2022-12-31 13F HYSTER YALE MATLS HANDLING I CL A 449172105 62,527 3,665 6.23 1,583 24.96 0.0002
2022-11-14 2022-09-30 13F HYSTER YALE MATLS HANDLING I CL A 449172105 58,862 -12,610 -17.64 1,266 -45.03 0.0002
2022-10-27 2022-06-30 13F/A-1 HYSTER YALE MATLS HANDLING I CL A 449172105 71,472 -44,580 -38.41 2,303 -40.26 0.0003
2022-08-15 2022-06-30 13F HYSTER YALE MATLS HANDLING I CL A 449172105 71,472 -44,580 2,303 0.0003
2022-10-27 2022-03-31 13F/A-1 HYSTER YALE MATLS HANDLING I CL A 449172105 116,052 23,688 25.65 3,855 1.55 0.0005
2022-05-13 2022-03-31 13F HYSTER YALE MATLS HANDLING I CL A 449172105 116,052 23,688 3,855 0.0005
2022-02-14 2021-12-31 13F HYSTER YALE MATLS HANDLING I CL A 449172105 92,364 -72,197 -43.87 3,796 -54.10 0.0005
2021-11-15 2021-09-30 13F HYSTER YALE MATLS HANDLING I CL A 449172105 164,561 102,861 166.71 8,270 83.66 0.0011
2021-08-23 2021-06-30 13F/A-1 HYSTER YALE MATLS HANDLING I CL A 449172105 61,700 7,580 14.01 4,503 -4.50 0.0006
2021-08-16 2021-06-30 13F HYSTER YALE MATLS HANDLING I CL A 449172105 61,700 7,580 4,503 0.0001
2021-05-17 2021-03-31 13F HYSTER YALE MATLS HANDLING I CL A 449172105 54,120 -18,631 -25.61 4,715 8.84 0.0007
2021-02-16 2020-12-31 13F HYSTER YALE MATLS HANDLING I CL A 449172105 72,751 929 1.29 4,332 62.37 0.0007
2020-11-13 2020-09-30 13F HYSTER YALE MATLS HANDLING I CL A 449172105 71,822 -8,324 -10.39 2,668 -13.88 0.0005
2020-08-14 2020-06-30 13F HYSTER YALE MATLS HANDLING I CL A 449172105 80,146 3,854 5.05 3,098 1.27 0.0007
2020-05-26 2020-03-31 13F/A-1 HYSTER YALE MATLS HANDLING I CL A 449172105 76,292 4,628 6.46 3,059 -27.61 0.0008
2020-05-15 2020-03-31 13F HYSTER YALE MATLS HANDLING I CL A 449172105 76,292 4,628 3,059 234.9950
2020-02-14 2019-12-31 13F HYSTER YALE MATLS HANDLING I CL A 449172105 71,664 44,879 167.55 4,226 188.27 0.0010
2019-11-14 2019-09-30 13F HYSTER YALE MATLS HANDLING I CL A 449172105 26,785 3,701 16.03 1,466 14.80 0.0004
2019-08-14 2019-06-30 13F HYSTER YALE MATLS HANDLING I CL A 449172105 23,084 -7,356 -24.17 1,277 -32.72 0.0003
2019-05-15 2019-03-31 13F HYSTER YALE MATLS HANDLING I CL A 449172105 30,440 -2,152 -6.60 1,898 -5.99 0.0005
2019-02-14 2018-12-31 13F HYSTER YALE MATLS HANDLING I CL A 449172105 32,592 -8,765 -21.19 2,019 -20.67 0.0006
2019-04-23 2018-09-30 13F/A-2 HYSTER YALE MATLS HANDLING I CL A 449172105 41,357 8,055 24.19 2,545 18.93 0.0006
2018-11-20 2018-09-30 13F/A-1 HYSTER YALE MATLS HANDLING I CL A 449172105 41,357 0 2,545 0.0006
2018-11-14 2018-09-30 13F HYSTER YALE MATLS HANDLING I CL A 449172105 41,357 8,055 2,545
2019-04-23 2018-06-30 13F/A-1 HYSTER YALE MATLS HANDLING I CL A 449172105 33,302 -984 -2.87 2,140 -10.76 0.0006
2018-08-14 2018-06-30 13F HYSTER YALE MATLS HANDLING I CL A 449172105 33,302 -984 2,140
2019-04-23 2018-03-31 13F/A-1 HYSTER YALE MATLS HANDLING I CL A 449172105 34,286 -10,026 -22.63 2,398 -36.44 0.0007
2018-05-14 2018-03-31 13F HYSTER YALE MATLS HANDLING I CL A 449172105 34,286 -10,026 2,398
2019-04-23 2017-12-31 13F/A-1 HYSTER YALE MATLS HANDLING I CL A 449172105 44,312 -16,521 -27.16 3,773 -18.86 0.0010
2018-02-14 2017-12-31 13F HYSTER YALE MATLS HANDLING I CL A 449172105 44,312 -16,521 3,773
2017-11-14 2017-09-30 13F HYSTER YALE MATLS HANDLING I CL A 449172105 60,833 7,081 13.17 4,650 23.15 0.0014
2017-08-11 2017-06-30 13F HYSTER YALE MATLS HANDLING I CL A 449172105 53,752 23,443 77.35 3,776 120.95 0.0011
2017-05-22 2017-03-31 13F/A-1 HYSTER YALE MATLS HANDLING I CL A 449172105 30,309 -13,532 -30.87 1,709 -38.88 0.0005
2017-05-12 2017-03-31 13F HYSTER YALE MATLS HANDLING I CL A 449172105 30,309 1,709
2017-02-22 2016-12-31 13F/A-1 HYSTER YALE MATLS HANDLING I CL A 449172105 43,841 29,317 201.85 2,796 219.91 0.0009
2017-02-13 2016-12-31 13F HYSTER YALE MATLS HANDLING I CL A 449172105 43,841 2,796
2016-11-10 2016-09-30 13F HYSTER YALE MATLS HANDLING I CL A 449172105 14,524 3,403 30.60 874 32.22 0.0003
2016-08-12 2016-06-30 13F HYSTER YALE MATLS HANDLING I CL A 449172105 11,121 -1,791 -13.87 661 -23.05 0.0002
2016-05-12 2016-03-31 13F HYSTER YALE MATLS HANDLING I CL A 449172105 12,912 -30,137 -70.01 859 -61.94 0.0003
2016-02-09 2015-12-31 13F HYSTER YALE MATLS HANDLING I CL A 449172105 43,049 -40,663 -48.57 2,257 -53.38 0.0008
2016-02-08 2015-09-30 13F/A-1 HYSTER YALE MATLS HANDLING I CL A 449172105 83,712 37,827 82.44 4,841 52.28 0.0018
2015-11-09 2015-09-30 13F HYSTER YALE MATLS HANDLING I CL A 449172105 83,712 4,841
2015-08-12 2015-06-30 13F HYSTER YALE MATLS HANDLING I CL A 449172105 45,885 22,668 97.64 3,179 86.78 0.0011
2015-05-14 2015-03-31 13F HYSTER YALE MATLS HANDLING I CL A 449172105 23,217 -52,412 -69.30 1,702 -69.26 0.0006
2015-02-13 2014-12-31 13F HYSTER YALE MATLS HANDLING I CL A 449172105 75,629 -7,986 -9.55 5,536 -7.55 0.0020
2014-12-16 2014-09-30 13F/A-1 HYSTER YALE MATLS HANDLING I CL A 449172105 83,615 -25,201 -23.16 5,988 -43.56 0.0023
2014-11-14 2014-09-30 13F HYSTER YALE MATLS HANDLING I CL A 449172105 83,615 5,988
2014-05-13 2014-03-31 13F HYSTER YALE MATLS HANDLING I CL A 449172105 108,816 -18,317 -14.41 10,610 -10.41 0.0044
2014-02-13 2013-12-31 13F HYSTER YALE MATLS HANDLING I CL A 449172105 127,133 -19,075 -13.05 11,843 -9.66 0.0050
2013-11-13 2013-09-30 13F HYSTR YL MRL HND COM 449172105 146,208 -69,599 -32.25 13,110 -3.25 0.0062
2013-08-08 2013-06-30 13F HYSTR YL MRL HND COM 449172105 215,807 215,807 13,551 0.0068
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.