North American Construction Group Ltd.
NOA- Exchange
- NYSE
- Industry
- Oil & Gas Field Services, NEC
- SEC CIK
- 0001368519
No open-market purchases or sales by North American Construction Group Ltd. insiders were filed in the last 90 days; 71 institutions reported holding it in 13F filings for Q2 2026, worth $218.2M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in North American Construction Group Ltd. 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
- 71
- −5 vs. Q1 2026
- Shares held
- 16.4M
- −602.7K (−3.6%) vs. Q1 2026
- Total value
- $218.2M
- −$11.5M (−5.0%) vs. Q1 2026
- New holders
- 6
- 38 more added
- Sold out
- 11
- 18 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 NOA 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 | 71 | $218.2M |
| Q1 2026 | 77 | $229.7M |
| Q4 2025 | 79 | $241.7M |
| Q3 2025 | 72 | $214.8M |
| Q2 2025 | 77 | $269.9M |
| Q1 2025 | 85 | $288.7M |
| Q4 2024 | 87 | $410.9M |
| Q3 2024 | 81 | $324.3M |
| Q2 2024 | 86 | $334.6M |
| Q1 2024 | 88 | $402.4M |
| Q4 2023 | 94 | $360.0M |
| Q3 2023 | 91 | $397.2M |
| Q2 2023 | 85 | $315.2M |
| Q1 2023 | 73 | $265.4M |
| Q4 2022 | 61 | $203.0M |
| Q3 2022 | 56 | $144.7M |
| Q2 2022 | 60 | $177.5M |
| Q1 2022 | 68 | $218.6M |
| Q4 2021 | 67 | $225.6M |
| Q3 2021 | 59 | $191.2M |
| Q2 2021 | 70 | $206.0M |
| Q1 2021 | 62 | $150.7M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding North American Construction Group Ltd.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Claret Asset Management Corp | 2,036,893 | $27.1M | 2.92% | −10,550−0.5% | Reduced |
| Bank of Montreal | 1,420,790 | $18.9M | 0.01% | −1,470,906−50.9% | Reduced |
| National Bank of Canada | 1,396,384 | $18.6M | 0.02% | +44,419+3.3% | Added |
| CIBC Asset Management Inc | 1,354,606 | $18.2M | 0.04% | −107,262−7.3% | Reduced |
| Aegis Financial Corp | 1,038,177 | $13.8M | 2.18% | 00.0% | Unchanged |
| Cannell Capital LLC | 783,691 | $10.4M | 7.28% | −179,040−18.6% | Reduced |
| Morgan Stanley | 766,612 | $10.2M | 0.00% | +574,673+299.4% | Added |
| Arrowstreet Capital, Limited Partnership | 672,043 | $8.93M | 0.00% | +269,630+67.0% | Added |
| American Century Companies Inc | 635,087 | $8.45M | 0.00% | +43,178+7.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 604,396 | $8.03M | 0.02% | +16,956+2.9% | Added |
| Goldman Sachs Group Inc | 442,851 | $5.89M | 0.00% | +190,512+75.5% | Added |
| Two Sigma Investments, LP | 411,820 | $5.48M | 0.00% | +98,947+31.6% | Added |
| Simcoe Capital LLC | 393,867 | $5.24M | 3.19% | +232,337+143.8% | Added |
| D. E. Shaw & Co., Inc. | 382,900 | $5.09M | 0.00% | +111,300+41.0% | Added |
| TD Waterhouse Canada Inc. | 329,224 | $4.25M | 0.01% | +3,737+1.1% | Added |
| Dimensional Fund Advisors LP | 269,536 | $3.58M | 0.00% | +69,288+34.6% | Added |
| Renaissance Technologies LLC | 247,000 | $3.29M | 0.00% | −6,500−2.6% | Reduced |
| Intact Investment Management Inc. | 244,300 | $3.25M | 0.09% | +36,300+17.5% | Added |
| Clearbridge Investments, LLC | 244,091 | $3.25M | 0.00% | −2,133−0.9% | Reduced |
| Quadrature Capital Ltd | 236,300 | $3.14M | 0.03% | +101,156+74.9% | Added |
| Bastion Asset Management Inc. | 213,316 | $3.13M | 1.06% | −187,760−46.8% | Reduced |
| Bank of America Corp | 228,973 | $3.05M | 0.00% | +134,052+141.2% | Added |
| Orchard Capital Managment, LLC | 226,537 | $3.01M | 3.30% | +2,624+1.2% | Added |
| CenterBook Partners LP | 193,653 | $2.58M | 0.13% | +138,736+252.6% | Added |
| Intrinsic Edge Capital Management LLC | 190,100 | $2.53M | 0.31% | +20,000+11.8% | Added |
| Citadel Advisors LLC | 169,549 | $2.26M | 0.00% | +47,808+39.3% | Added |
| Boothbay Fund Management, LLC | 101,930 | $1.36M | 0.03% | +83,233+445.2% | Added |
| Federation des caisses Desjardins du Quebec | 72,039 | $955.5K | 0.00% | +6,129+9.3% | Added |
| JB Capital Partners LP | 70,000 | $931.0K | 0.14% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 68,188 | $906.9K | 0.00% | −18,130−21.0% | Reduced |
| Renaissance Group LLC | 65,168 | $866.7K | 0.04% | −719−1.1% | Reduced |
| PDT Partners, LLC | 63,988 | $851.0K | 0.04% | +15,349+31.6% | Added |
| Point72 Asset Management, L.P. | 60,535 | $805.5K | 0.00% | +34,786+135.1% | Added |
| Lazard Asset Management LLC | 57,082 | $759.2K | 0.00% | −1,042−1.8% | Reduced |
| JPMorgan Chase & Co | 55,484 | $742.9K | 0.00% | +25,180+83.1% | Added |
| Resources Investment Advisors, LLC. | 54,534 | $725.3K | 0.01% | +13,886+34.2% | Added |
| Sanctuary Advisors, LLC | 50,596 | $672.9K | 0.00% | +5,212+11.5% | Added |
| Qube Research & Technologies Ltd | 44,394 | $590.4K | 0.00% | +25,689+137.3% | Added |
| TD Asset Management Inc | 40,769 | $542.0K | 0.00% | +1,634+4.2% | Added |
| Mackenzie Financial Corp | 28,375 | $535.2K | 0.00% | +2,223+8.5% | Added |
| Millennium Management LLC | 34,237 | $455.3K | 0.00% | +13,982+69.0% | Added |
| Royal Bank of Canada | 34,022 | $453.0K | 0.00% | −2,478−6.8% | Reduced |
| UBS Group AG | 33,296 | $442.8K | 0.00% | +13,977+72.3% | Added |
| Freestone Capital Holdings, LLC | 27,500 | $365.8K | 0.01% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 27,071 | $360.0K | 0.08% | +27,071 | New |
| Savant Capital, LLC | 24,569 | $329.0K | 0.00% | +12,285+100.0% | Added |
| Susquehanna International Group, LLP | 23,715 | $315.4K | 0.00% | +13,234+126.3% | Added |
| Morgan Dempsey Capital Management LLC | 23,326 | $314.7K | 0.13% | +4,246+22.3% | Added |
| MAI Capital Management | 21,560 | $286.7K | 0.00% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 20,945 | $278.3K | 0.00% | +3,347+19.0% | Added |
| Trexquant Investment LP | 18,343 | $244.0K | 0.00% | +18,343 | New |
| Marshall Wace, LLP | 17,836 | $237.2K | 0.00% | −180,934−91.0% | Reduced |
| Tranquility Partners, LLC | 15,928 | $211.8K | 0.07% | +78+0.5% | Added |
| SkyView Investment Advisors, LLC | 14,873 | $198.0K | 0.16% | −60,159−80.2% | Reduced |
| Stephens Inc | 13,111 | $174.4K | 0.00% | 00.0% | Unchanged |
| Natixis | 12,680 | $169.0K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 11,271 | $149.9K | 0.00% | −2,177−16.2% | Reduced |
| Winton Group Ltd | 10,792 | $143.5K | 0.00% | +10,792 | New |
| XTX Topco Ltd | 10,128 | $134.7K | 0.00% | −806−7.4% | Reduced |
| BNP Paribas Arbitrage, SA | 4,157 | $55.3K | 0.00% | −3,810−47.8% | Reduced |
| Group One Trading, L.P. | 2,625 | $34.9K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 2,021 | $26.9K | 0.00% | +1,738+614.1% | Added |
| Lavaca Capital LLC | 1,109 | $14.8K | 0.00% | +1,109 | New |
| Rockefeller Capital Management L.P. | 900 | $12.0K | 0.00% | +600+200.0% | Added |
| LRI Investments, LLC | 619 | $8.23K | 0.00% | +200+47.7% | Added |
| Advisor Group Holdings, Inc. | 151 | $2.01K | 0.00% | −10−6.2% | Reduced |
| Citigroup Inc | 151 | $2.01K | 0.00% | +151 | New |
| Barclays PLC | 100 | $1.33K | 0.00% | −118−54.1% | Reduced |
| Manchester Capital Management LLC | 12 | $160 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 5 | $66 | 0.00% | +5 | New |
| WealthCollab, LLC | 4 | $54 | 0.00% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −422,493−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −310,000−100.0% | Sold out |
| K.J. Harrison & Partners Inc | 0 | $0 | 0.00% | −52,500−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −15,012−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −14,332−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −12,441−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −8,723−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −1,675−100.0% | Sold out |
| BlackRock, Inc. | 0 | $0 | 0.00% | −1,005−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |