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 2024
Institutional positions in Nacco Industries Inc as of Mar 31, 2024. 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
- −2 vs. Q4 2023
- Shares held
- 2.36M
- −156.8K (−6.2%) vs. Q4 2023
- Total value
- $71.4M
- −$20.6M (−22.4%) vs. Q4 2023
- New holders
- 4
- 20 more added
- Sold out
- 6
- 17 more reduced
Compare with Q4 2023: 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 2024
Shares, value and share of portfolio for each institution holding Nacco Industries Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 446,770 | $13.5M | 0.00% | +10,241+2.3% | Added |
| FMR LLC | 319,548 | $9.65M | 0.00% | −122,082−27.6% | Reduced |
| BlackRock Inc. | 301,470 | $9.10M | 0.00% | −8,642−2.8% | Reduced |
| Vanguard Group Inc | 210,072 | $6.34M | 0.00% | +1,561+0.7% | Added |
| Renaissance Technologies LLC | 199,718 | $6.03M | 0.01% | +4,700+2.4% | Added |
| Geode Capital Management, LLC | 90,256 | $2.73M | 0.00% | +3,630+4.2% | Added |
| Bridgeway Capital Management, LLC | 86,661 | $2.62M | 0.05% | +2,275+2.7% | Added |
| State Street Corp | 79,818 | $2.41M | 0.00% | +1,990+2.6% | Added |
| Prescott Group Capital Management, L.L.C. | 63,039 | $1.90M | 0.31% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 57,542 | $1.74M | 0.38% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 49,931 | $1.51M | 0.00% | −1,680−3.3% | Reduced |
| Northern Trust Corp | 45,604 | $1.38M | 0.00% | −5,312−10.4% | Reduced |
| American Century Companies Inc | 40,337 | $1.22M | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 40,328 | $1.22M | 0.00% | −3,812−8.6% | Reduced |
| CWM, LLC | 33,615 | $1.01M | 0.00% | +33,615 | New |
| Empowered Funds, LLC | 30,646 | $925.5K | 0.02% | +2,275+8.0% | Added |
| LSV Asset Management | 26,909 | $813.0K | 0.00% | −12,961−32.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 19,513 | $589.3K | 0.00% | −1,432−6.8% | Reduced |
| RBF Capital, LLC | 18,068 | $545.7K | 0.03% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 16,547 | $499.7K | 0.00% | +4,500+37.4% | Added |
| The PNC Financial Services Group, Inc. | 15,550 | $469.6K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 15,016 | $453.5K | 0.00% | +3,900+35.1% | Added |
| Citadel Advisors LLC | 14,632 | $441.9K | 0.00% | +6,761+85.9% | Added |
| Invesco Ltd. | 14,497 | $437.8K | 0.00% | +1,559+12.0% | Added |
| New York State Common Retirement Fund | 13,900 | $419.8K | 0.00% | +800+6.1% | Added |
| Nuveen Asset Management, LLC | 13,194 | $398.5K | 0.00% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 12,742 | $384.8K | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 11,674 | $352.6K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 11,288 | $340.9K | 0.00% | −2,546−18.4% | Reduced |
| JPMorgan Chase & Co | 10,008 | $302.2K | 0.00% | +3,235+47.8% | Added |
| Janney Montgomery Scott LLC | 8,720 | $263.0K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 6,813 | $205.8K | 0.00% | −1,163−14.6% | Reduced |
| UBS Group AG | 6,298 | $190.2K | 0.00% | −36,933−85.4% | Reduced |
| Rhumbline Advisers | 6,192 | $187.0K | 0.00% | +149+2.5% | Added |
| Bank of America Corp | 4,227 | $127.7K | 0.00% | −2,127−33.5% | Reduced |
| Royal Bank of Canada | 3,994 | $121.0K | 0.00% | −1,164−22.6% | Reduced |
| Barclays PLC | 2,975 | $89.8K | 0.00% | −2,812−48.6% | Reduced |
| Deutsche Bank AG | 2,388 | $72.1K | 0.00% | +25+1.1% | Added |
| BNP Paribas Arbitrage, SA | 2,079 | $62.8K | 0.00% | +881+73.5% | Added |
| American International Group, Inc. | 2,070 | $62.5K | 0.00% | −18−0.9% | Reduced |
| Wells Fargo & Company | 1,927 | $58.2K | 0.00% | +431+28.8% | Added |
| GWM Advisors LLC | 1,918 | $57.9K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 922 | $28.9K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 923 | $27.9K | 0.00% | +237+34.5% | Added |
| Byrne Asset Management LLC | 750 | $22.6K | 0.02% | +150+25.0% | Added |
| Exchange Traded Concepts, LLC | 687 | $20.7K | 0.00% | +687 | New |
| Legal & General Group Plc | 307 | $9.27K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 304 | $9.18K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 291 | $8.79K | 0.00% | −46−13.6% | Reduced |
| Abound Wealth Management | 142 | $4.29K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 141 | $4.00K | 0.00% | −237−62.7% | Reduced |
| Qube Research & Technologies Ltd | 68 | $2.05K | 0.00% | +68 | New |
| AdvisorNet Financial, Inc | 55 | $1.66K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 50 | $1.51K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 21 | $698 | 0.00% | +21 | New |
| Russell Investments Group, Ltd. | 21 | $634 | 0.00% | −299−93.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 1 | $32 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $30 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 9 | $0 | 0.00% | +3+50.0% | Added |
| Millennium Management LLC | 0 | $0 | 0.00% | −16,587−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −11,668−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −6,506−100.0% | Sold out |
| MetLife Investment Management | 0 | $0 | 0.00% | −2,150−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −251−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −75−100.0% | Sold out |