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, Q2 2026
Institutional positions in Nacco Industries Inc as of Jun 30, 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
- 91
- −2 vs. Q1 2026
- Shares held
- 2.13M
- +8.24K (+0.4%) vs. Q1 2026
- Total value
- $106.4M
- −$3.65M (−3.3%) vs. Q1 2026
- New holders
- 5
- 36 more added
- Sold out
- 7
- 20 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Nacco Industries Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kingdom Financial Group LLC. | 1 | $26 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 1 | $51 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1 | $57 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2 | $100 | 0.00% | +1+100.0% | Added |
| True Wealth Design, LLC | 2 | $101 | 0.00% | +2 | New |
| Basecamp Wealth Advisors LLC | 4 | $200 | 0.00% | +1+33.3% | Added |
| Rothschild Investment LLC | 8 | $400 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 8 | $400 | 0.00% | +4+100.0% | Added |
| UBS Asset Management Americas Inc | 10 | $501 | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 12 | $601 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 12 | $601 | 0.00% | +7+140.0% | Added |
| Bayban | 13 | $651 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 15 | $751 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 18 | $901 | 0.00% | +10+125.0% | Added |
| Allworth Financial LP | 27 | $1.35K | 0.00% | +20+285.7% | Added |
| Nisa Investment Advisors, LLC | 33 | $1.65K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 41 | $2.05K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 50 | $2.50K | 0.00% | +50 | New |
| Archer Investment Corp | 52 | $2.59K | 0.00% | +1+2.0% | Added |
| AdvisorNet Financial, Inc | 55 | $2.75K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 61 | $3.15K | 0.00% | +61 | New |
| Whittier Trust Co of Nevada Inc | 75 | $3.55K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 83 | $4.15K | 0.00% | −49−37.1% | Reduced |
| Fifth Third Bancorp | 95 | $4.79K | 0.00% | −5−5.0% | Reduced |
| Abound Wealth Management | 142 | $7.10K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 144 | $7.21K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 304 | $15.2K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 366 | $18.3K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 366 | $18.3K | 0.00% | +360+6,000.0% | Added |
| Tower Research Capital LLC (TRC) | 373 | $18.7K | 0.00% | −159−29.9% | Reduced |
| Royal Bank of Canada | 466 | $23.0K | 0.00% | +453+3,484.6% | Added |
| BNP Paribas Arbitrage, SA | 736 | $36.8K | 0.00% | −118−13.8% | Reduced |
| Barclays PLC | 811 | $40.6K | 0.00% | −159−16.4% | Reduced |
| FMR LLC | 912 | $45.6K | 0.00% | +136+17.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 919 | $46.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 923 | $46.2K | 0.00% | +1+0.1% | Added |
| GWM Advisors LLC | 1,418 | $71.0K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 1,700 | $85.3K | 0.00% | +81+5.0% | Added |
| Vanguard Global Advisers, LLC | 1,705 | $85.3K | 0.00% | 00.0% | Unchanged |
| LOM Asset Management Ltd | 1,820 | $91.1K | 0.02% | +820+82.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 1,889 | $94.5K | 0.00% | −23−1.2% | Reduced |
| New York State Common Retirement Fund | 2,270 | $113.6K | 0.00% | −1,000−30.6% | Reduced |
| Citigroup Inc | 2,350 | $117.6K | 0.00% | +1,898+419.9% | Added |
| MetLife Investment Management | 2,449 | $122.6K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 2,858 | $143.0K | 0.00% | −483−14.5% | Reduced |
| Invesco Ltd. | 4,023 | $201.4K | 0.00% | −64−1.6% | Reduced |
| Apeiron RIA LLC | 4,147 | $207.6K | 0.05% | 00.0% | Unchanged |
| Citadel Advisors LLC | 4,174 | $208.9K | 0.00% | −687−14.1% | Reduced |
| Kovack Advisors, Inc. | 4,333 | $216.8K | 0.01% | +7+0.2% | Added |
| Wells Fargo & Company | 4,336 | $217.0K | 0.00% | +2,829+187.7% | Added |
| Byrne Asset Management LLC | 4,567 | $228.6K | 0.12% | +400+9.6% | Added |
| Rhumbline Advisers | 5,055 | $253.0K | 0.00% | −148−2.8% | Reduced |
| Deutsche Bank AG | 5,270 | $263.8K | 0.00% | +350+7.1% | Added |
| Trexquant Investment LP | 5,488 | $274.7K | 0.00% | +5,488 | New |
| Exchange Traded Concepts, LLC | 5,560 | $278.3K | 0.00% | −2,280−29.1% | Reduced |
| Squarepoint Ops LLC | 6,003 | $300.4K | 0.00% | +6,003 | New |
| Baird Financial Group, Inc. | 6,506 | $325.6K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 6,961 | $348.4K | 0.00% | −393−5.3% | Reduced |
| Millennium Management LLC | 7,871 | $393.9K | 0.00% | +1,921+32.3% | Added |
| Morgan Stanley | 8,425 | $421.7K | 0.00% | +323+4.0% | Added |
| AQR Capital Management LLC | 9,593 | $480.1K | 0.00% | +3,568+59.2% | Added |
| Johnson Investment Counsel Inc | 10,897 | $545.4K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 11,200 | $560.6K | 0.00% | +900+8.7% | Added |
| Charles Schwab Investment Management Inc | 11,926 | $596.9K | 0.00% | +1,119+10.4% | Added |
| Nuveen, LLC | 12,668 | $634.0K | 0.00% | 00.0% | Unchanged |
| RBF Capital, LLC | 17,230 | $862.4K | 0.04% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 17,625 | $882.1K | 0.00% | +4,823+37.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 19,867 | $994.3K | 0.00% | −81−0.4% | Reduced |
| Prescott Group Capital Management, L.L.C. | 20,094 | $1.01M | 0.09% | 00.0% | Unchanged |
| Saber Capital Managment, LLC | 20,626 | $1.03M | 0.74% | −20.0% | Reduced |
| Vanguard Portfolio Management LLC | 27,448 | $1.37M | 0.00% | +4,384+19.0% | Added |
| Vanguard Fiduciary Trust Co | 29,059 | $1.45M | 0.00% | +1,930+7.1% | Added |
| Segall Bryant & Hamill, LLC | 29,463 | $1.47M | 0.02% | −53−0.2% | Reduced |
| Acadian Asset Management LLC | 34,836 | $1.74M | 0.00% | −618−1.7% | Reduced |
| Two Sigma Investments, LP | 37,290 | $1.87M | 0.00% | +4,913+15.2% | Added |
| American Century Companies Inc | 38,982 | $1.95M | 0.00% | −206−0.5% | Reduced |
| Russell Investments Group, Ltd. | 39,303 | $1.97M | 0.00% | +13,350+51.4% | Added |
| Northern Trust Corp | 42,398 | $2.12M | 0.00% | +2,491+6.2% | Added |
| Empowered Funds, LLC | 42,797 | $2.14M | 0.01% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 46,267 | $2.32M | 0.00% | +128+0.3% | Added |
| The PNC Financial Services Group, Inc. | 48,990 | $2.45M | 0.00% | +577+1.2% | Added |
| Ancora Advisors, LLC | 55,903 | $2.80M | 0.05% | +8,344+17.5% | Added |
| Bridgeway Capital Management, LLC | 76,959 | $3.85M | 0.07% | 00.0% | Unchanged |
| State Street Corp | 83,669 | $4.19M | 0.00% | +406+0.5% | Added |
| Mudita Advisors LLP | 92,520 | $4.63M | 0.96% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 104,689 | $5.24M | 0.00% | +6,835+7.0% | Added |
| Renaissance Technologies LLC | 147,818 | $7.40M | 0.01% | −6,700−4.3% | Reduced |
| Vanguard Capital Management LLC | 166,517 | $8.33M | 0.00% | −3,445−2.0% | Reduced |
| BlackRock, Inc. | 320,068 | $16.0M | 0.00% | +10,199+3.3% | Added |
| Dimensional Fund Advisors LP | 401,084 | $20.1M | 0.00% | +1,276+0.3% | Added |
| Curbstone Financial Management Corp | 0 | $0 | 0.00% | −57,542−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −3,940−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Covestor Ltd | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |