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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 2024

Institutional positions in Nacco Industries Inc as of Sep 30, 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
62
−4 vs. Q2 2024
Shares held
2.05M
+214.5K (+11.7%) vs. Q2 2024
Total value
$58.2M
+$7.33M (+14.4%) vs. Q2 2024
New holders
5
26 more added
Sold out
9
11 more reduced

1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2024: 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 2024: 62 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 2024: $58.2M
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 2024

Shares, value and share of portfolio for each institution holding Nacco Industries Inc; share changes are against Q2 2024.

Institutions holding NC in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Dimensional Fund Advisors LP430,280$12.2M0.00%−8,418−1.9%Reduced
BlackRock, Inc.351,927$9.98M0.00%+351,927New
Vanguard Group Inc213,185$6.04M0.00%+3,190+1.5%Added
Renaissance Technologies LLC201,936$5.72M0.01%+10,918+5.7%Added
Bridgeway Capital Management, LLC90,743$2.57M0.06%+1,742+2.0%Added
Geode Capital Management, LLC85,852$2.43M0.00%−6,975−7.5%Reduced
State Street Corp78,276$2.22M0.00%+763+1.0%Added
Curbstone Financial Management Corp57,542$1.63M0.35%00.0%Unchanged
Bank of New York Mellon Corp46,054$1.31M0.00%−3,111−6.3%Reduced
Northern Trust Corp43,316$1.23M0.00%−408−0.9%Reduced
American Century Companies Inc41,297$1.17M0.00%+960+2.4%Added
Acadian Asset Management LLC36,328$1.03M0.00%+1,107+3.1%Added
Empowered Funds, LLC34,728$984.5K0.02%+1,742+5.3%Added
Prescott Group Capital Management, L.L.C.34,052$965.4K0.14%−11,838−25.8%Reduced
CWM, LLC33,689$955.0K0.00%+19+0.1%Added
Millennium Management LLC31,668$897.8K0.00%+16,986+115.7%Added
Two Sigma Investments, LP24,009$680.7K0.00%+6,362+36.1%Added
Two Sigma Advisers, LP20,616$584.5K0.00%+3,300+19.1%Added
Connor, Clark & Lunn Investment Management Ltd.18,655$528.9K0.00%+41+0.2%Added
RBF Capital, LLC18,068$512.2K0.03%00.0%Unchanged
Citadel Advisors LLC17,769$503.8K0.00%+1,957+12.4%Added
Morgan Stanley17,146$486.1K0.00%+7,152+71.6%Added
The PNC Financial Services Group, Inc.15,683$444.6K0.00%+133+0.9%Added
Nuveen Asset Management, LLC13,194$374.1K0.00%00.0%Unchanged
Johnson Investment Counsel Inc12,742$361.2K0.00%00.0%Unchanged
Charles Schwab Investment Management Inc11,674$331.0K0.00%00.0%Unchanged
Goldman Sachs Group Inc11,027$312.6K0.00%+11,027New
New York State Common Retirement Fund8,535$242.0K0.00%00.0%Unchanged
JPMorgan Chase & Co8,263$234.3K0.00%+3,615+77.8%Added
Barclays PLC7,004$198.6K0.00%+5,499+365.4%Added
Rhumbline Advisers5,960$169.0K0.00%−295−4.7%Reduced
Bank of America Corp5,346$151.6K0.00%+272+5.4%Added
UBS Group AG4,819$136.6K0.00%+494+11.4%Added
Deutsche Bank AG3,068$87.0K0.00%+1,740+131.0%Added
Citigroup Inc3,035$86.0K0.00%+2,037+204.1%Added
Mirae Asset Global ETFs Holdings Ltd.2,316$65.7K0.00%+689+42.3%Added
Corebridge Financial, Inc.2,177$61.7K0.00%−54−2.4%Reduced
Wells Fargo & Company2,109$59.8K0.00%+47+2.3%Added
GWM Advisors LLC1,918$54.4K0.00%00.0%Unchanged
Exchange Traded Concepts, LLC1,828$51.8K0.00%+267+17.1%Added
BNP Paribas Arbitrage, SA959$27.2K0.00%−325−25.3%Reduced
Clearstead Advisors, LLC922$26.1K0.00%00.0%Unchanged
Byrne Asset Management LLC590$16.7K0.01%+40+7.3%Added
Royal Bank of Canada492$14.0K0.00%+102+26.2%Added
Tower Research Capital LLC (TRC)368$10.4K0.00%−1,572−81.0%Reduced
FMR LLC319$9.05K0.00%−149,998−99.8%Reduced
Legal & General Group Plc307$8.70K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.304$8.62K0.00%00.0%Unchanged
Abound Wealth Management142$4.02K0.00%00.0%Unchanged
Amalgamated Bank141$4.00K0.00%00.0%Unchanged
Comerica Bank68$1.93K0.00%00.0%Unchanged
AdvisorNet Financial, Inc55$1.56K0.00%00.0%Unchanged
Concord Wealth Partners50$1.42K0.00%00.0%Unchanged
M&R Capital Management Inc38$1.07K0.00%+38New
Russell Investments Group, Ltd.36$1.02K0.00%−9−20.0%Reduced
SRS Capital Advisors, Inc.21$5960.00%00.0%Unchanged
Sterling Capital Management LLC13$3690.00%+13New
Capital Performance Advisors LLP13$3690.00%+13New
Archer Investment Corp10$2880.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co1$310.00%00.0%Unchanged
Huntington National Bank1$280.00%00.0%Unchanged
Covestor Ltd3$00.00%00.0%Unchanged
Jane Street Group, LLC0$00.00%−12,007−100.0%Sold out
Janney Montgomery Scott LLC0$00.00%−10,220−100.0%Sold out
FNY Investment Advisers, LLC0$00.00%−7,721−100.0%Sold out
Arlington Trust Co LLC0$00.00%−2,481−100.0%Sold out
MetLife Investment Management0$00.00%−2,422−100.0%Sold out
LSV Asset Management0$00.00%−1,522−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−197−100.0%Sold out
Clear Street Markets LLC0$00.00%−100−100.0%Sold out
Cornerstone Planning Group LLC0$00.00%−21−100.0%Sold out
BlackRock Inc.––––Not filed