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