Hyster-Yale, Inc.
US ˙ NYSE ˙ US4491721050

SecurityHY / Hyster-Yale, Inc.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership51 shares
Latest Disclosed Value $ 1,658
IFP Advisors, Inc reports 7.27% decrease in ownership of HY / Hyster-Yale, Inc.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 51 shares of Hyster-Yale, Inc. (US:HY) valued at $1,658 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 55 shares of Hyster-Yale, Inc.. This represents a change in shares of -7.27% during the quarter. The current value of the position is $1,837 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)
2026-04-13 2026-03-31 13F HYSTER-YALE cs 449172105 51 -4 -7.27 2 0.00 0.0000
2026-02-06 2025-12-31 13F HYSTER-YALE cs 449172105 55 -3 -5.17 2 -50.00 0.0000
2026-02-06 2025-09-30 13F/A-1 HYSTER-YALE cs 449172105 58 -1 -1.69 2 0.00 0.0001
2025-12-02 2025-09-30 13F HYSTER-YALE cs 449172105 42 -17 3 0.0001
2025-07-24 2025-06-30 13F HYSTER-YALE cs 449172105 59 9 18.00 3 0.00 0.0001
2025-05-05 2025-03-31 13F HYSTER-YALE cs 449172105 50 0 0.00 2 0.00 0.0001
2025-02-04 2024-12-31 13F HYSTER-YALE cs 449172105 50 -100 -66.67 3 -77.78 0.0001
2025-02-04 2024-09-30 13F HYSTER-YALE cs 449172105 150 0 0.00 10 -10.00 0.0003
2024-07-30 2024-06-30 13F HYSTER-YALE cs 449172105 150 100 200.00 10 233.33 0.0004
2024-07-30 2024-03-31 13F HYSTER YALE MATLS HANDLING I cs 449172105 50 0 0.00 3 0.00 0.0001
2024-01-09 2023-12-31 13F HYSTER YALE MATLS HANDLING I cs 449172105 50 0 0.00 3 50.00 0.0001
2023-10-12 2023-09-30 13F HYSTER YALE MATLS HANDLING I cs 449172105 50 0 0.00 2 0.00 0.0001
2023-08-14 2023-06-30 13F/A-1 HYSTER YALE MATLS HANDLING I cs 449172105 50 0 0.00 3 -33.33 0.0001
2023-08-04 2023-06-30 13F HYSTER YALE MATLS HANDLING I cs 449172105 50 0 3 0.0002
2023-04-18 2023-03-31 13F HYSTER YALE MATLS HANDLING I cs 449172105 50 0 0.00 3 0.0001
2023-02-07 2022-12-31 13F HYSTER YALE MATLS HANDLING I cs 449172105 50 -19 -27.54 0 -100.00 0.0001
2022-11-08 2022-09-30 13F HYSTER YALE MATLS HANDLING I cs 449172105 69 0 0.00 4 0.00 0.0001
2022-09-06 2022-06-30 13F/A-1 HYSTER YALE MATLS HANDLING I cs 449172105 69 0 0.00 4 0.00 0.0001
2022-09-06 2022-03-31 13F/A-1 HYSTER YALE MATLS HANDLING I cs 449172105 69 19 38.00 4 100.00 0.0001
2022-08-08 2022-03-31 13F HYSTER YALE MATLS HANDLING I CL A Stock 449172105 50 0 3 0.0001
2022-01-12 2021-12-31 13F HYSTER YALE MATLS HANDLING I CL A Stock 449172105 50 0 0.00 2 -33.33 0.0000
2021-10-06 2021-09-30 13F HYSTER YALE MATLS HANDLING I CL A Stock 449172105 50 0 0.00 3 -25.00 0.0001
2021-07-13 2021-06-30 13F HYSTER YALE MATLS HANDLING I CL A Stock 449172105 50 0 0.00 4 0.00 0.0001
2021-04-30 2021-03-31 13F HYSTER YALE MATLS HANDLING I CL A Stock 449172105 50 0 0.00 4 33.33 0.0001
2021-01-25 2020-12-31 13F HYSTER YALE MATLS HANDLING I CL A Stock 449172105 50 0 0.00 3 50.00 0.0001
2020-10-29 2020-09-30 13F HYSTER YALE MATLS HANDLING I CL A Stock 449172105 50 0 0.00 2 0.00 0.0001
2020-08-05 2020-06-30 13F HYSTER YALE MATLS HANDLING I CL A Stock 449172105 50 0 0.00 2 0.00 0.0002
2020-05-12 2020-03-31 13F HYSTER YALE MATLS HANDLING I CL A Stock 449172105 50 0 0.00 2 -33.33 0.0002
2020-01-17 2019-12-31 13F HYSTER YALE MATLS HANDLING I CL A Stock 449172105 50 0 0.00 3 0.00 0.0002
2019-11-07 2019-09-30 13F HYSTER YALE MATLS HANDLING I CL A Stock 449172105 50 50 3 0.0002
2019-05-15 2019-03-31 13F HYSTER YALE MATLS HANDLING INC CL A Stock 449172105 0 -308 -100.00 0 -100.00
2019-06-03 2018-12-31 13F/A-10 HYSTER YALE MATLS HANDLING INC CL A Stock 449172105 308 208 208.00 19 216.67 0.0012
2019-01-23 2018-12-31 13F HYSTER YALE MATLS HANDLING INC CL A Stock 449172105 308 208 19 0.0012
2019-06-03 2018-09-30 13F/A-9 HYSTER YALE MATLS HANDLING INC CL A Stock 449172105 100 0 0.00 6 0.00 0.0002
2018-10-25 2018-09-30 13F HYSTER YALE MATLS HANDLING INC CL A Stock 449172105 100 0 6 0.0002
2019-06-03 2018-06-30 13F/A-8 HYSTER YALE MATLS HANDLING INC CL A Stock 449172105 100 -130 -56.52 6 -70.00 0.0003
2018-08-07 2018-06-30 13F HYSTER YALE MATLS HANDLING INC CL A Stock 449172105 100 0 6
2019-06-03 2018-03-31 13F/A-7 HYSTER YALE MATLS HANDLING INC CL A Stock 449172105 230 0 0.00 20 0.00 0.0009
2018-05-09 2018-03-31 13F HYSTER YALE MATLS HANDLING INC CL A Stock 449172105 100 -130 7
2019-06-03 2017-12-31 13F/A-6 HYSTER YALE MATLS HANDLING INC CL A Stock 449172105 230 -349 -60.28 20 -54.55 0.0009
2018-01-24 2017-12-31 13F HYSTER YALE MATLS HANDLING INC CL A Stock 449172105 230 -349 20
2017-10-30 2017-09-30 13F HYSTER YALE MATLS HANDLING INC CL A Stock 449172105 579 200 52.77 44 62.96 0.0017
2019-06-03 2017-06-30 13F/A-5 HYSTER YALE MATLS HANDLING INC CL A Stock 449172105 379 100 35.84 27 68.75 0.0011
2017-07-31 2017-06-30 13F HYSTER YALE MATLS HANDLING INC CL A Stock 449172105 379 100 27
2019-06-03 2017-03-31 13F/A-4 HYSTER YALE MATLS HANDLING INC CL A Stock 449172105 279 0 0.00 16 -11.11 0.0007
2017-04-26 2017-03-31 13F HYSTER YALE MATLS HANDLING INC CL A Stock 449172105 279 0 16
2019-06-03 2016-12-31 13F/A-3 HYSTER YALE MATLS HANDLING INC CL A Stock 449172105 279 24 9.41 18 20.00 0.0009
2017-02-14 2016-12-31 13F HYSTER YALE MATLS HANDLING INC CL A Stock 449172105 279 24 18
2016-11-04 2016-09-30 13F HYSTER YALE MATLS HANDLING INC CL A Stock 449172105 255 100 64.52 15 66.67 0.0008
2019-06-03 2016-06-30 13F/A-2 HYSTER YALE MATLS HANDLING INC CL A Stock 449172105 155 100 181.82 9 125.00 0.0005
2016-08-22 2016-06-30 13F HYSTER YALE MATLS HANDLING INC CL A Stock 449172105 155 100 9
2016-05-02 2016-03-31 13F HYSTER YALE MATLS HANDLING INC CL A Stock 449172105 55 5 10.00 4 33.33 0.0002
2016-02-11 2015-12-31 13F HYSTER YALE MATLS HANDLING INC CL A Stock 449172105 50 50 3 0.0002
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.