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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, Q4 2022

Institutional positions in Nacco Industries Inc as of Dec 31, 2022. 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
59
+3 vs. Q3 2022
Shares held
2.54M
−128.5K (−4.8%) vs. Q3 2022
Total value
$96.5M
−$29.1M (−23.1%) vs. Q3 2022
New holders
5
22 more added
Sold out
2
19 more reduced

Compare with Q3 2022: 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 holdersQ4 2022: 59 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 heldQ4 2022: $96.5M
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, Q4 2022

Shares, value and share of portfolio for each institution holding Nacco Industries Inc; share changes are against Q3 2022.

Institutions holding NC in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
FMR LLC545,031$20.7M0.00%−132,682−19.6%Reduced
Dimensional Fund Advisors LP441,644$16.8M0.01%+5,687+1.3%Added
BlackRock Inc.288,072$10.9M0.00%+3,501+1.2%Added
Renaissance Technologies LLC213,718$8.12M0.01%−10,199−4.6%Reduced
Vanguard Group Inc192,542$7.32M0.00%+1,016+0.5%Added
Prescott Group Capital Management, L.L.C.113,935$4.33M0.94%−4,312−3.6%Reduced
Bridgeway Capital Management, LLC84,878$3.23M0.08%00.0%Unchanged
Geode Capital Management, LLC69,910$2.66M0.00%+760+1.1%Added
State Street Corp69,599$2.64M0.00%+1,385+2.0%Added
Bank of New York Mellon Corp57,257$2.18M0.00%+10,662+22.9%Added
Acadian Asset Management LLC51,942$1.97M0.01%−940−1.8%Reduced
LSV Asset Management49,529$1.88M0.00%−9,865−16.6%Reduced
Northern Trust Corp41,892$1.59M0.00%−755−1.8%Reduced
American Century Companies Inc36,775$1.40M0.00%+7,351+25.0%Added
UBS Group AG35,516$1.35M0.00%+2,180+6.5%Added
Curbstone Financial Management Corp25,776$979.0K0.24%00.0%Unchanged
Connor, Clark & Lunn Investment Management Ltd.20,020$760.8K0.00%+36+0.2%Added
AQR Capital Management LLC19,383$736.6K0.00%−12,351−38.9%Reduced
RBF Capital, LLC18,068$687.0K0.05%00.0%Unchanged
The PNC Financial Services Group, Inc.15,550$590.9K0.00%+15,550New
Citadel Advisors LLC14,186$539.1K0.00%+14,186New
Two Sigma Advisers, LP14,016$532.6K0.00%−3,900−21.8%Reduced
Johnson Investment Counsel Inc12,742$484.2K0.01%−975−7.1%Reduced
Nuveen Asset Management, LLC12,468$474.0K0.00%00.0%Unchanged
Jane Street Group, LLC12,077$458.9K0.00%+12,077New
Janney Montgomery Scott LLC11,399$433.0K0.00%−2,625−18.7%Reduced
Charles Schwab Investment Management Inc11,185$425.0K0.00%+314+2.9%Added
Panagora Asset Management Inc7,774$295.4K0.00%−4,442−36.4%Reduced
Morgan Stanley7,245$275.3K0.00%+557+8.3%Added
Invesco Ltd.7,176$272.7K0.00%−25,954−78.3%Reduced
Baird Financial Group, Inc.6,516$247.0K0.00%+10+0.2%Added
Rhumbline Advisers6,071$231.0K0.00%+21+0.3%Added
Bank of America Corp5,359$203.7K0.00%+2,594+93.8%Added
Ellevest, Inc.2,424$92.1K0.01%+331+15.8%Added
Deutsche Bank AG2,373$90.2K0.00%+26+1.1%Added
JPMorgan Chase & Co2,294$87.0K0.00%+68+3.1%Added
MetLife Investment Management2,150$81.7K0.00%00.0%Unchanged
Denali Advisors LLC2,000$76.0K0.03%−916−31.4%Reduced
American International Group, Inc.1,917$72.8K0.00%−7−0.4%Reduced
BNP Paribas Arbitrage, SA1,461$55.5K0.00%−635−30.3%Reduced
Barclays PLC1,089$41.4K0.00%+917+533.1%Added
Byrne Asset Management LLC796$30.2K0.02%+280+54.3%Added
Amalgamated Bank514$20.0K0.00%00.0%Unchanged
Royal Bank of Canada497$19.0K0.00%+344+224.8%Added
Legal & General Group Plc341$13.0K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.304$11.5K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)296$11.0K0.00%+133+81.6%Added
GWM Advisors LLC2,226$10.2K0.00%+2,226New
Metropolitan Life Insurance Co251$9.54K0.00%+7+2.9%Added
Wells Fargo & Company201$7.64K0.00%−11−5.2%Reduced
Clearstead Advisors, LLC200$7.60K0.00%−41−17.0%Reduced
Whittier Trust Co75$2.85K0.00%00.0%Unchanged
AdvisorNet Financial, Inc55$2.09K0.00%00.0%Unchanged
Concord Wealth Partners50$1.90K0.00%+50New
Citigroup Inc29$1.10K0.00%−33−53.2%Reduced
Advisor Group Holdings, Inc.30$1.00K0.00%−20−40.0%Reduced
Column Capital Advisors, LLC19$7220.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co1$390.00%00.0%Unchanged
Huntington National Bank1$380.00%00.0%Unchanged
Covestor Ltd0$00.00%−51−100.0%Sold out
Credit Suisse AG0$00.00%−20−100.0%Sold out