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Nacco Industries Inc

NC
Exchange
NYSE
Industry
Bituminous Coal & Lignite Surface Mining
SEC CIK
0000789933

No open-market purchases or sales by Nacco Industries Inc insiders were filed in the last 90 days; 91 institutions reported holding it in 13F filings for Q2 2026, worth $106.4M in total; no superinvestor holds it.

13F holders, Q3 2021

Institutional positions in Nacco Industries Inc as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
44
+1 vs. Q2 2021
Shares held
2.46M
+91.6K (+3.9%) vs. Q2 2021
Total value
$73.5M
+$11.7M (+19.0%) vs. Q2 2021
New holders
6
8 more added
Sold out
5
16 more reduced

Compare with Q2 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting NC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2021: 44 institutions
Q1 2021: 45 institutionsQ2 2021: 43 institutionsQ3 2021: 44 institutionsQ4 2021: 44 institutionsQ1 2022: 49 institutionsQ2 2022: 62 institutionsQ3 2022: 56 institutionsQ4 2022: 59 institutionsQ1 2023: 63 institutionsQ2 2023: 64 institutionsQ3 2023: 65 institutionsQ4 2023: 61 institutionsQ1 2024: 59 institutionsQ2 2024: 67 institutionsQ3 2024: 62 institutionsQ4 2024: 64 institutionsQ1 2025: 68 institutionsQ2 2025: 75 institutionsQ3 2025: 77 institutionsQ4 2025: 87 institutionsQ1 2026: 94 institutionsQ2 2026: 91 institutions
Value heldQ3 2021: $73.5M
Q1 2021: $61.1MQ2 2021: $61.8MQ3 2021: $73.5MQ4 2021: $89.3MQ1 2022: $94.8MQ2 2022: $102.2MQ3 2022: $125.5MQ4 2022: $96.5MQ1 2023: $107.9MQ2 2023: $88.9MQ3 2023: $89.3MQ4 2023: $92.0MQ1 2024: $71.4MQ2 2024: $60.3MQ3 2024: $58.2MQ4 2024: $60.1MQ1 2025: $70.5MQ2 2025: $93.0MQ3 2025: $88.0MQ4 2025: $104.8MQ1 2026: $111.8MQ2 2026: $106.4M
Institutions holding NC and their total value by quarter
QuarterHoldersValue
Q2 202691$106.4M
Q1 202694$111.8M
Q4 202587$104.8M
Q3 202577$88.0M
Q2 202575$93.0M
Q1 202568$70.5M
Q4 202464$60.1M
Q3 202462$58.2M
Q2 202467$60.3M
Q1 202459$71.4M
Q4 202361$92.0M
Q3 202365$89.3M
Q2 202364$88.9M
Q1 202363$107.9M
Q4 202259$96.5M
Q3 202256$125.5M
Q2 202262$102.2M
Q1 202249$94.8M
Q4 202144$89.3M
Q3 202144$73.5M
Q2 202143$61.8M
Q1 202145$61.1M

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Nacco Industries Inc; share changes are against Q2 2021.

Institutions holding NC in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
FMR LLC791,108$23.6M0.00%+55,526+7.5%Added
Dimensional Fund Advisors LP438,493$13.1M0.00%−5,811−1.3%Reduced
Renaissance Technologies LLC257,817$7.69M0.01%−16,400−6.0%Reduced
Magnolia Group, LLC224,907$6.71M0.76%+30,893+15.9%Added
Vanguard Group Inc213,410$6.37M0.00%00.0%Unchanged
BlackRock Inc.83,053$2.48M0.00%−288−0.3%Reduced
LSV Asset Management79,319$2.37M0.00%00.0%Unchanged
Bridgeway Capital Management, LLC58,065$1.73M0.03%00.0%Unchanged
Bank of New York Mellon Corp35,664$1.06M0.00%−496−1.4%Reduced
Geode Capital Management, LLC35,496$1.06M0.00%+3,022+9.3%Added
UBS Group AG26,469$790.0K0.00%+4,358+19.7%Added
Curbstone Financial Management Corp25,776$769.0K0.14%00.0%Unchanged
State Street Corp19,690$588.0K0.00%00.0%Unchanged
RBF Capital, LLC18,068$539.0K0.03%+18,068New
Northern Trust Corp15,892$474.0K0.00%−1,869−10.5%Reduced
The PNC Financial Services Group, Inc.15,550$464.0K0.00%+15,550New
Johnson Investment Counsel Inc15,010$448.0K0.01%00.0%Unchanged
Jacobs Levy Equity Management, Inc13,465$402.0K0.00%+13,465New
D. E. Shaw & Co., Inc.12,780$381.0K0.00%−300−2.3%Reduced
Susquehanna International Group, LLP10,991$328.0K0.00%+10,991New
Ergoteles LLC10,353$309.0K0.01%−147−1.4%Reduced
HRT Financial LP10,245$305.0K0.00%−618−5.7%Reduced
American Century Companies Inc9,862$294.0K0.00%+1,494+17.9%Added
McDonald Partners LLC8,020$239.0K0.06%−300−3.6%Reduced
Two Sigma Advisers, LP8,016$239.0K0.00%+8,016New
Connor, Clark & Lunn Investment Management Ltd.7,611$227.0K0.00%+7,611New
Millennium Management LLC7,511$224.0K0.00%−18,424−71.0%Reduced
Morgan Stanley4,985$148.0K0.00%−92−1.8%Reduced
Bank of America Corp1,624$49.0K0.00%−535−24.8%Reduced
Barclays PLC1,486$45.0K0.00%+439+41.9%Added
Tower Research Capital LLC (TRC)1,218$36.0K0.00%−1,911−61.1%Reduced
Wells Fargo & Company724$22.0K0.00%+498+220.4%Added
Deutsche Bank AG700$21.0K0.00%00.0%Unchanged
JPMorgan Chase & Co626$18.0K0.00%−459−42.3%Reduced
Clearstead Advisors, LLC200$6.00K0.00%00.0%Unchanged
Captrust Financial Advisors184$5.00K0.00%+7+4.0%Added
BNP Paribas Arbitrage, SA148$4.42K0.00%−584−79.8%Reduced
Huntington National Bank100$3.00K0.00%00.0%Unchanged
Ellevest, Inc.91$3.00K0.00%−3−3.2%Reduced
Whittier Trust Co75$2.00K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.55$1.00K0.00%00.0%Unchanged
Concord Wealth Partners50$1.00K0.00%00.0%Unchanged
Column Capital Advisors, LLC19$1.00K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co1$00.00%00.0%Unchanged
Charles Schwab Investment Management Inc0$00.00%−17,810−100.0%Sold out
Tibra Equities Europe Ltd0$00.00%−10,400−100.0%Sold out
Royal Bank of Canada0$00.00%−1,018−100.0%Sold out
Barrow Hanley Mewhinney & Strauss LLC0$00.00%−453−100.0%Sold out
Farmers & Merchants Investments Inc0$00.00%−400−100.0%Sold out