Public record / Tickers / HY

HY — HYSTER-YALE, INC.†

Both disclosure regimes on one name: who in Congress filed about HY, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
17
all PTR rows naming HY
Members · 12m
1
9 buys · 3 sells · by trade date
Latest PTR
01-24
filed 2026-01-24
13F holders
111
top-111 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Tim Moore · $100K–$250K

SELL · traded 2025-12-03 → filed 2025-12-19. Ranked over every HY row by the provable lower bound, never a point estimate.

1 member · 9 buys / 3 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

Every row filed inside the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

17 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 17 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING HY · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning HY
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-01-24Tim Moore R–NC-14SELLTraded 01-05 +19d$15K–$50K
2026-01-24Tim Moore R–NC-14BUYTraded 2025-12-31 +24d$15K–$50K
2025-12-19Tim Moore R–NC-14SELLTraded 12-03 +16d$100K–$250K
2025-12-02Tim Moore R–NC-14BUYTraded 11-20 +12d$15K–$50K
2025-12-02Tim Moore R–NC-14BUYTraded 11-14 +18d$15K–$50K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 17 ↗

Members active in HY

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01
Members disclosing HY in the trailing 12 months
MemberRowsNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.Number of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Tim Moore R–NC-1412−$310K to $385K2

1 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · HY

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
0 — $0 held
Trimming
1 Caxton Associates $219K held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · HYSTER-YALE INC

Merged timeline of congressional filings and notable-manager moves on HY
DateWhoChangeSize
2026-05-14Caxton Associates 13FTRIM−1,758 sh

1 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of HY for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$29.5M1
2DIMENSIONAL FUND ADVISORS LP$19.1M1
3VANGUARD CAPITAL MANAGEMENT LLC$15.5M1
4AMERICAN CENTURY COMPANIES INC$13.4M1
5STATE STREET CORP$10.0M1
6GEODE CAPITAL MANAGEMENT, LLC$9.7M1
7DEPRINCE RACE & ZOLLO INC$8.7M1
8ProShare Advisors LLC$6.2M1
9JACOBS LEVY EQUITY MANAGEMENT, INC$5.6M1
10MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$5.3M1
11MORGAN STANLEY$4.5M1
12MILLENNIUM MANAGEMENT LLC$4.4M1
13D. E. Shaw & Co., Inc.$4.0M1
14FEDERATED HERMES, INC.$3.8M1
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC$3.6M1
16AQR CAPITAL MANAGEMENT LLC$3.5M1
17NORTHERN TRUST CORP$3.4M1
18BRIDGEWAY CAPITAL MANAGEMENT, LLC$3.3M1
19VANGUARD PORTFOLIO MANAGEMENT LLC$3.0M1
20FMR LLC$3.0M1
21NEW YORK STATE COMMON RETIREMENT FUND$2.7M1
22ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$2.5M1
23VANGUARD FIDUCIARY TRUST CO$2.5M1
24Empowered Funds, LLC$2.4M1
25OP Asset Management Ltd$1.8M1
26MCDONALD PARTNERS LLC$1.5M1
27RENAISSANCE TECHNOLOGIES LLC$1.4M1
28JOHNSON INVESTMENT COUNSEL INC$1.4M1
29CWM, LLC$1.4M1
30UBS Group AG$1.3M1
31Mitsubishi UFJ Asset Management Co., Ltd.$1.2M1
32Bank of New York Mellon Corp$1.2M1
33CITADEL ADVISORS LLC$1.2M1
34TWO SIGMA INVESTMENTS, LP$1.1M1
35KEYBANK NATIONAL ASSOCIATION/OH$1.1M1
36JANE STREET GROUP, LLC$1.1M1
37BANK OF AMERICA CORP /DE/$1.0M1
38Truvestments Capital LLC$1.0M1
39FRANKLIN RESOURCES INC$822K1
40SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$795K1
41SEI INVESTMENTS CO$760K1
42Nuveen, LLC$757K1
43XTX Topco Ltd$754K1
44Invesco Ltd.$730K1
45Vanguard Global Advisers, LLC$559K1
46Swiss National Bank$540K1
47Quantinno Capital Management LP$524K1
48Inspire Investing, LLC$515K1
49Mirae Asset Global Investments Co., Ltd.$441K1
50Creative Planning$427K1
51Engineers Gate Manager LP$410K1
52Amundi$407K1
53UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$382K1
54DEUTSCHE BANK AG\$354K1
55Allspring Global Investments Holdings, LLC$320K1
56OSAIC HOLDINGS, INC.$319K1
57ZACKS INVESTMENT MANAGEMENT$279K1
58RAYMOND JAMES FINANCIAL INC$263K1
59ALLIANCEBERNSTEIN L.P.$262K1
60Walleye Capital LLC$261K1
61EntryPoint Capital, LLC$251K1
62Legal & General Group Plc$242K1
63WELLS FARGO & COMPANY/MN$220K1
64PRELUDE CAPITAL MANAGEMENT, LLC$220K1
65CAXTON ASSOCIATES LLP$219K1
66State of Wyoming$204K1
67VANGUARD ASSET MANAGEMENT, Ltd$154K1
68CITIGROUP INC$76.7K1
69Vanguard Investments Australia, Ltd.$62.5K1
70KLP KAPITALFORVALTNING AS$58.5K1
71Optiver Holding B.V.$32.9K1
72Central Pacific Bank - Trust Division$32.5K1
73Clearstead Advisors, LLC$30.0K1
74Tower Research Capital LLC (TRC)$19.0K1
75Global X Japan Co., Ltd.$14.2K1
76ROYAL BANK OF CANADA$7.0K1
77ACADIAN ASSET MANAGEMENT LLC$5.8K1
78Zurcher Kantonalbank (Zurich Cantonalbank)$5.3K1
79US BANCORP \DE\$4.7K1
80Arax Advisory Partners$3.6K1
81Federation des caisses Desjardins du Quebec$1.6K1
82Allworth Financial LP$1.5K1
83QUADRANT CAPITAL GROUP LLC$1.2K1
84GSA CAPITAL PARTNERS LLP$6381
85MAI Capital Management$5861
86Advisors Asset Management, Inc.$4881
87Investors Portfolio Services LLC$3241
88Smartleaf Asset Management LLC$1591
89SJS Investment Consulting Inc.$661
90DekaBank Deutsche Girozentrale$411
91CANADA LIFE ASSURANCE Co$301
92State of Alaska, Department of Revenue$241
93VANGUARD GROUP INC— value not disclosed1
94HARBOUR INVESTMENTS, INC.— value not disclosed1
95MACKENZIE FINANCIAL CORP— value not disclosed1
96VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
97PRUDENTIAL FINANCIAL INC— value not disclosed1
98ALGERT GLOBAL LLC— value not disclosed1
99Impala Asset Management LLC— value not disclosed1
100SUSQUEHANNA INTERNATIONAL GROUP, LLP— value not disclosed1
101HRT FINANCIAL LP— value not disclosed1
102TWO SIGMA ADVISERS, LP— value not disclosed1
103Brevan Howard Capital Management LP— value not disclosed1
104Krilogy Financial LLC— value not disclosed1
105ExodusPoint Capital Management, LP— value not disclosed1
106Concord Wealth Partners— value not disclosed1
107Kestra Advisory Services, LLC— value not disclosed1
108DV EQUITIES, LLC— value not disclosed1
109Koss-Olinger Consulting, LLC— value not disclosed1
110AlphaQuest LLC— value not disclosed1
111SageView Advisory Group, LLC— value not disclosed1
Truncated by Public Filings. Every one of the 92 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)9 buy / 3 sell
Congress net ($ bound)−$310K to $385K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on HY

RETAINED WINDOW · ACTIVE HITS

Zero hits on HY in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for HY · financials and macro

Financials — as filed PLANNED

HY's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: HY on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing