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 2026
Institutional positions in Nacco Industries Inc as of Mar 31, 2026. 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
- 94
- +9 vs. Q4 2025
- Shares held
- 2.15M
- +233.8K (+12.2%) vs. Q4 2025
- Total value
- $111.8M
- +$17.8M (+18.9%) vs. Q4 2025
- New holders
- 15
- 28 more added
- Sold out
- 6
- 25 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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 2026
Shares, value and share of portfolio for each institution holding Nacco Industries Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kingdom Financial Group LLC. | 1 | $27 | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 1 | $27 | 0.00% | +1 | New |
| Farther Finance Advisors, LLC | 1 | $51 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 1 | $52 | 0.00% | +1 | New |
| Northwestern Mutual Wealth Management Co | 1 | $59 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 2 | $104 | 0.00% | +2 | New |
| Basecamp Wealth Advisors LLC | 3 | $156 | 0.00% | +3 | New |
| EverSource Wealth Advisors, LLC | 4 | $208 | 0.00% | +1+33.3% | Added |
| IFP Advisors, Inc | 5 | $260 | 0.00% | −1−16.7% | Reduced |
| Allworth Financial LP | 7 | $364 | 0.00% | +7 | New |
| Essential Partners LLC | 8 | $416 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 8 | $416 | 0.00% | +6+300.0% | Added |
| SRS Capital Advisors, Inc. | 6 | $416 | 0.00% | +6 | New |
| UBS Asset Management Americas Inc | 10 | $520 | 0.00% | +10 | New |
| Marquette Asset Management, LLC | 12 | $624 | 0.00% | 00.0% | Unchanged |
| Bayban | 13 | $676 | 0.00% | +13 | New |
| GAMMA Investing LLC | 15 | $780 | 0.00% | −3−16.7% | Reduced |
| MAI Capital Management | 16 | $832 | 0.00% | +15+1,500.0% | Added |
| Royal Bank of Canada | 13 | $1.00K | 0.00% | −69−84.1% | Reduced |
| Covestor Ltd | 11 | $1.00K | 0.00% | −30−73.2% | Reduced |
| Nisa Investment Advisors, LLC | 33 | $1.72K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 40 | $2.08K | 0.00% | −8−16.7% | Reduced |
| Stone House Investment Management, LLC | 40 | $2.08K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 41 | $2.13K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 51 | $2.68K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 55 | $2.86K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 75 | $3.83K | 0.00% | +75 | New |
| Fifth Third Bancorp | 100 | $5.21K | 0.00% | +100 | New |
| Sterling Capital Management LLC | 132 | $6.86K | 0.00% | −98−42.6% | Reduced |
| Abound Wealth Management | 142 | $7.37K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 144 | $7.48K | 0.00% | +143+14,300.0% | Added |
| Ameritas Investment Partners, Inc. | 304 | $15.8K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 366 | $19.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 452 | $23.5K | 0.00% | +94+26.3% | Added |
| Tower Research Capital LLC (TRC) | 532 | $27.6K | 0.00% | +296+125.4% | Added |
| FMR LLC | 776 | $40.3K | 0.00% | +10+1.3% | Added |
| BNP Paribas Arbitrage, SA | 854 | $44.4K | 0.00% | −49−5.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 919 | $47.8K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 922 | $47.9K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 970 | $50.4K | 0.00% | −5,436−84.9% | Reduced |
| LOM Asset Management Ltd | 1,000 | $52.0K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,418 | $73.7K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 1,507 | $78.3K | 0.00% | −3,016−66.7% | Reduced |
| JPMorgan Chase & Co | 1,619 | $83.9K | 0.00% | −3,896−70.6% | Reduced |
| Vanguard Global Advisers, LLC | 1,705 | $88.6K | 0.00% | +1,705 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 1,912 | $99.4K | 0.00% | +34+1.8% | Added |
| MetLife Investment Management | 2,449 | $127.3K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 3,270 | $169.9K | 0.00% | −1,829−35.9% | Reduced |
| UBS Group AG | 3,341 | $173.6K | 0.00% | +803+31.6% | Added |
| Bank of America Corp | 3,940 | $204.8K | 0.00% | +75+1.9% | Added |
| Invesco Ltd. | 4,087 | $212.4K | 0.00% | −734−15.2% | Reduced |
| Apeiron RIA LLC | 4,147 | $215.5K | 0.05% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 4,167 | $216.6K | 0.13% | +967+30.2% | Added |
| Kovack Advisors, Inc. | 4,326 | $224.8K | 0.01% | +159+3.8% | Added |
| Citadel Advisors LLC | 4,861 | $252.6K | 0.00% | −1,372−22.0% | Reduced |
| Deutsche Bank AG | 4,920 | $255.7K | 0.00% | +4,220+602.9% | Added |
| Rhumbline Advisers | 5,203 | $270.4K | 0.00% | −68−1.3% | Reduced |
| Millennium Management LLC | 5,950 | $309.2K | 0.00% | −5,901−49.8% | Reduced |
| AQR Capital Management LLC | 6,025 | $313.1K | 0.00% | +1,446+31.6% | Added |
| Baird Financial Group, Inc. | 6,506 | $338.1K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 7,354 | $382.2K | 0.00% | +4,869+195.9% | Added |
| Exchange Traded Concepts, LLC | 7,840 | $407.4K | 0.00% | +3,549+82.7% | Added |
| Morgan Stanley | 8,102 | $421.1K | 0.00% | −2,731−25.2% | Reduced |
| STRS Ohio | 10,300 | $535.3K | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 10,807 | $561.6K | 0.00% | −859−7.4% | Reduced |
| Johnson Investment Counsel Inc | 10,897 | $566.3K | 0.00% | −143−1.3% | Reduced |
| Nuveen, LLC | 12,668 | $658.4K | 0.00% | +113+0.9% | Added |
| Goldman Sachs Group Inc | 12,802 | $665.3K | 0.00% | +3,551+38.4% | Added |
| RBF Capital, LLC | 17,230 | $895.4K | 0.04% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 19,948 | $1.04M | 0.00% | +253+1.3% | Added |
| Prescott Group Capital Management, L.L.C. | 20,094 | $1.04M | 0.10% | −11−0.1% | Reduced |
| Saber Capital Managment, LLC | 20,628 | $1.07M | 0.83% | −2,223−9.7% | Reduced |
| Vanguard Portfolio Management LLC | 23,064 | $1.20M | 0.00% | +23,064 | New |
| Russell Investments Group, Ltd. | 25,953 | $1.35M | 0.00% | +4,672+22.0% | Added |
| Vanguard Fiduciary Trust Co | 27,129 | $1.41M | 0.00% | +27,129 | New |
| Segall Bryant & Hamill, LLC | 29,516 | $1.53M | 0.02% | −47−0.2% | Reduced |
| Two Sigma Investments, LP | 32,377 | $1.68M | 0.00% | +16,711+106.7% | Added |
| CWM, LLC | 33,327 | $1.73M | 0.00% | +55+0.2% | Added |
| Acadian Asset Management LLC | 35,454 | $1.84M | 0.00% | +1,486+4.4% | Added |
| American Century Companies Inc | 39,188 | $2.04M | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 39,907 | $2.07M | 0.00% | +1,925+5.1% | Added |
| Empowered Funds, LLC | 42,797 | $2.22M | 0.01% | +42,797 | New |
| Bank of New York Mellon Corp | 46,139 | $2.40M | 0.00% | −908−1.9% | Reduced |
| Ancora Advisors, LLC | 47,559 | $2.47M | 0.05% | +3,044+6.8% | Added |
| The PNC Financial Services Group, Inc. | 48,413 | $2.52M | 0.00% | +604+1.3% | Added |
| Curbstone Financial Management Corp | 57,542 | $2.99M | 0.57% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 76,959 | $4.00M | 0.08% | 00.0% | Unchanged |
| State Street Corp | 83,263 | $4.33M | 0.00% | +2,100+2.6% | Added |
| Mudita Advisors LLP | 92,520 | $4.81M | 0.98% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 97,854 | $5.09M | 0.00% | +2,509+2.6% | Added |
| Renaissance Technologies LLC | 154,518 | $8.03M | 0.01% | −6,200−3.9% | Reduced |
| Vanguard Capital Management LLC | 169,962 | $8.83M | 0.00% | +169,962 | New |
| BlackRock, Inc. | 309,869 | $16.1M | 0.00% | −4,642−1.5% | Reduced |
| Dimensional Fund Advisors LP | 399,808 | $20.8M | 0.00% | −402−0.1% | Reduced |
| M&T Bank Corp | 0 | $0 | 0.00% | −21,500−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −18,316−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −4,123−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Optima Capital LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |