As of the latest SEC filings, HYSTER-YALE, INC. (HY) is held by 328 institutional funds. The largest fund shareholder is Bond Fund of America (CFAAX), holding an estimated $91,337,790.62 in market value, representing 0.09% of its portfolio.
Funds holding HYSTER-YALE, INC. (HY)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- HY
- CIK:
- 0001173514
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
CFAAX
Bond Fund of America
|
MF | Independent / Boutique | 0.09% | $91,337,790.62 | 89,186,000 | Mar 31, 2026 | May 28, 2026 |
|
CLBAX
American Balanced Fund
|
MF | Independent / Boutique | 0.03% | $89,479,000.12 | 87,371,000 | Mar 31, 2026 | May 28, 2026 |
|
LDLTX
Lord Abbett Short Duration Income Fund
|
MF | Independent / Boutique | 0.11% | $48,166,524.42 | 46,160,000 | Feb 28, 2026 | Apr 28, 2026 |
|
CBOAX
Intermediate Bond Fund of America
|
MF | Independent / Boutique | 0.10% | $28,750,701.36 | 27,553,000 | Feb 28, 2026 | Apr 27, 2026 |
|
AMECX
Income Fund of America
|
MF | Independent / Boutique | 0.02% | $27,483,381.21 | 26,828,000 | Apr 30, 2026 | Jun 26, 2026 |
|
-
The Bond Fund of America
|
ETF | Capital Group / American Funds | 0.23% | $25,316,419.44 | 24,720,000 | Mar 31, 2026 | May 28, 2026 |
|
CIRAX
Capital Income Builder
|
MF | Independent / Boutique | 0.02% | $24,363,994.91 | 23,783,000 | Apr 30, 2026 | Jun 26, 2026 |
|
-
Bond Fund
|
ETF | John Hancock | 0.09% | $23,759,748.68 | 22,788,000 | Feb 28, 2026 | Apr 28, 2026 |
|
CGCP
Capital Group Core Plus Income ETF
|
ETF | Independent / Boutique | 0.28% | $20,552,482.00 | 20,000,000 | Mar 31, 2026 | May 28, 2026 |
|
CCWAX
Capital World Bond Fund
|
MF | Independent / Boutique | 0.20% | $19,549,560.30 | 19,089,000 | Mar 31, 2026 | May 28, 2026 |
|
CAAFX
Short-Term Bond Fund of America
|
MF | Independent / Boutique | 0.12% | $15,888,902.46 | 15,227,000 | Feb 28, 2026 | Apr 27, 2026 |
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.05% | $12,639,945.51 | 343,197 | Feb 28, 2026 | Apr 29, 2026 |
|
SUBDX
Carillon Reams Unconstrained Bond Fund
|
MF | Independent / Boutique | 0.53% | $12,103,209.17 | 11,828,000 | Mar 31, 2026 | May 26, 2026 |
|
LBNDX
LORD ABBETT BOND DEBENTURE FUND INC
|
MF | Independent / Boutique | 0.05% | $11,519,666.16 | 11,210,000 | Mar 31, 2026 | May 29, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $10,959,218.53 | 337,103 | Mar 31, 2026 | May 28, 2026 |
|
BBCPX
Bridge Builder Core Plus Bond Fund
|
MF | Independent / Boutique | 0.02% | $10,679,997.89 | 10,439,000 | Mar 31, 2026 | May 22, 2026 |
|
-
1290 VT GAMCO Small Company Value Portfolio
|
ETF | Independent / Boutique | 0.27% | $10,630,770.00 | 327,000 | Mar 31, 2026 | May 26, 2026 |
|
-
Asset Allocation Fund
|
ETF | Capital Group / American Funds | 0.04% | $10,395,913.18 | 10,151,000 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.01% | $9,894,451.01 | 304,351 | Mar 31, 2026 | May 28, 2026 |
|
PRCIX
T. Rowe Price New Income Fund, Inc.
|
MF | T. Rowe Price | 0.06% | $9,566,249.53 | 9,175,000 | Feb 28, 2026 | Apr 27, 2026 |
|
BAICX
BlackRock Multi-Asset Income Portfolio
|
MF | BlackRock / iShares | 0.08% | $8,506,578.87 | 8,310,000 | Apr 30, 2026 | Jun 26, 2026 |
|
CBFAX
American Funds Global Balanced Fund
|
MF | Capital Group / American Funds | 0.03% | $8,460,759.11 | 8,259,000 | Apr 30, 2026 | Jun 26, 2026 |
|
UIITX
Victory Core Plus Intermediate Bond Fund
|
MF | Independent / Boutique | 0.14% | $7,277,605.86 | 7,119,000 | Apr 30, 2026 | Jun 25, 2026 |
|
-
Transamerica Bond
|
ETF | Transamerica | 0.31% | $7,227,009.24 | 7,060,000 | Apr 30, 2026 | Jun 18, 2026 |
|
-
Transamerica Aegon Bond VP
|
ETF | Transamerica | 0.39% | $6,996,080.58 | 6,837,000 | Mar 31, 2026 | May 26, 2026 |
Advertisement (320x50)