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, Q1 2023
Institutional positions in Nacco Industries Inc as of Mar 31, 2023. 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
- 63
- +4 vs. Q4 2022
- Shares held
- 2.99M
- +449.9K (+17.7%) vs. Q4 2022
- Total value
- $107.9M
- +$11.4M (+11.9%) vs. Q4 2022
- New holders
- 7
- 25 more added
- Sold out
- 3
- 16 more reduced
Compare with Q4 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 91 | $106.4M |
| Q1 2026 | 94 | $111.8M |
| Q4 2025 | 87 | $104.8M |
| Q3 2025 | 77 | $88.0M |
| Q2 2025 | 75 | $93.0M |
| Q1 2025 | 68 | $70.5M |
| Q4 2024 | 64 | $60.1M |
| Q3 2024 | 62 | $58.2M |
| Q2 2024 | 67 | $60.3M |
| Q1 2024 | 59 | $71.4M |
| Q4 2023 | 61 | $92.0M |
| Q3 2023 | 65 | $89.3M |
| Q2 2023 | 64 | $88.9M |
| Q1 2023 | 63 | $107.9M |
| Q4 2022 | 59 | $96.5M |
| Q3 2022 | 56 | $125.5M |
| Q2 2022 | 62 | $102.2M |
| Q1 2022 | 49 | $94.8M |
| Q4 2021 | 44 | $89.3M |
| Q3 2021 | 44 | $73.5M |
| Q2 2021 | 43 | $61.8M |
| Q1 2021 | 45 | $61.1M |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Nacco Industries Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 501,361 | $18.1M | 0.00% | −43,670−8.0% | Reduced |
| The PNC Financial Services Group, Inc. | 487,578 | $17.6M | 0.02% | +472,028+3,035.5% | Added |
| Dimensional Fund Advisors LP | 444,392 | $16.0M | 0.01% | +2,748+0.6% | Added |
| BlackRock Inc. | 284,470 | $10.3M | 0.00% | −3,602−1.3% | Reduced |
| Vanguard Group Inc | 202,423 | $7.30M | 0.00% | +9,881+5.1% | Added |
| Renaissance Technologies LLC | 200,418 | $7.23M | 0.01% | −13,300−6.2% | Reduced |
| Prescott Group Capital Management, L.L.C. | 102,885 | $3.71M | 0.87% | −11,050−9.7% | Reduced |
| Bridgeway Capital Management, LLC | 86,443 | $3.12M | 0.08% | +1,565+1.8% | Added |
| Geode Capital Management, LLC | 74,711 | $2.69M | 0.00% | +4,801+6.9% | Added |
| State Street Corp | 70,330 | $2.54M | 0.00% | +731+1.1% | Added |
| Bank of New York Mellon Corp | 54,396 | $1.96M | 0.00% | −2,861−5.0% | Reduced |
| Acadian Asset Management LLC | 50,059 | $1.80M | 0.01% | −1,883−3.6% | Reduced |
| LSV Asset Management | 45,779 | $1.65M | 0.00% | −3,750−7.6% | Reduced |
| Northern Trust Corp | 42,816 | $1.54M | 0.00% | +924+2.2% | Added |
| American Century Companies Inc | 39,946 | $1.48M | 0.00% | +3,171+8.6% | Added |
| UBS Group AG | 36,880 | $1.33M | 0.00% | +1,364+3.8% | Added |
| Curbstone Financial Management Corp | 25,776 | $929.7K | 0.23% | 00.0% | Unchanged |
| Millennium Management LLC | 24,965 | $900.0K | 0.00% | +24,965 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 20,395 | $735.6K | 0.00% | +375+1.9% | Added |
| RBF Capital, LLC | 18,068 | $651.7K | 0.05% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 16,799 | $606.0K | 0.00% | +5,400+47.4% | Added |
| Citadel Advisors LLC | 14,104 | $508.7K | 0.00% | −82−0.6% | Reduced |
| Johnson Investment Counsel Inc | 12,742 | $459.6K | 0.01% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 12,246 | $442.0K | 0.00% | −222−1.8% | Reduced |
| New York State Common Retirement Fund | 11,600 | $418.4K | 0.00% | +11,600 | New |
| Invesco Ltd. | 11,483 | $414.2K | 0.00% | +4,307+60.0% | Added |
| Charles Schwab Investment Management Inc | 11,185 | $403.4K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 9,727 | $351.0K | 0.03% | +9,727 | New |
| Morgan Stanley | 9,665 | $348.6K | 0.00% | +2,420+33.4% | Added |
| Two Sigma Advisers, LP | 9,116 | $328.8K | 0.00% | −4,900−35.0% | Reduced |
| Jane Street Group, LLC | 8,037 | $289.9K | 0.00% | −4,040−33.5% | Reduced |
| Baird Financial Group, Inc. | 7,516 | $271.1K | 0.00% | +1,000+15.3% | Added |
| Rhumbline Advisers | 6,144 | $222.0K | 0.00% | +73+1.2% | Added |
| Bank of America Corp | 6,040 | $217.9K | 0.00% | +681+12.7% | Added |
| Royal Bank of Canada | 3,228 | $116.0K | 0.00% | +2,731+549.5% | Added |
| Deutsche Bank AG | 3,188 | $115.0K | 0.00% | +815+34.3% | Added |
| JPMorgan Chase & Co | 3,105 | $112.0K | 0.00% | +811+35.4% | Added |
| BNP Paribas Arbitrage, SA | 2,872 | $103.6K | 0.00% | +1,411+96.6% | Added |
| Ellevest, Inc. | 2,344 | $84.5K | 0.01% | −80−3.3% | Reduced |
| MetLife Investment Management | 2,150 | $77.5K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 2,072 | $74.7K | 0.00% | +983+90.3% | Added |
| Denali Advisors LLC | 2,000 | $72.1K | 0.03% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,959 | $70.7K | 0.00% | −267−12.0% | Reduced |
| American International Group, Inc. | 1,956 | $70.6K | 0.00% | +39+2.0% | Added |
| Gladius Capital Management LP | 961 | $34.7K | 0.01% | +961 | New |
| Wells Fargo & Company | 922 | $33.3K | 0.00% | +721+358.7% | Added |
| Clearstead Advisors, LLC | 922 | $33.3K | 0.00% | +722+361.0% | Added |
| Byrne Asset Management LLC | 600 | $22.0K | 0.02% | −196−24.6% | Reduced |
| Amalgamated Bank | 420 | $15.0K | 0.00% | −94−18.3% | Reduced |
| Legal & General Group Plc | 341 | $12.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 332 | $12.0K | 0.00% | +36+12.2% | Added |
| Ameritas Investment Partners, Inc. | 304 | $11.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 251 | $9.05K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 75 | $2.70K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 50 | $2.00K | 0.00% | +50 | New |
| AdvisorNet Financial, Inc | 55 | $1.98K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 50 | $1.80K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 19 | $685 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 17 | $613 | 0.00% | +17 | New |
| 25 LLC | 14 | $444 | 0.00% | +14 | New |
| Citigroup Inc | 2 | $72 | 0.00% | −27−93.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 1 | $38 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $36 | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −19,383−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −7,774−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −30−100.0% | Sold out |