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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, Q4 2023

Institutional positions in North American Construction Group Ltd. as of Dec 31, 2023. 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
+4 vs. Q3 2023
Shares held
17.1M
−1.01M (−5.6%) vs. Q3 2023
Total value
$358.4M
−$38.0M (−9.6%) vs. Q3 2023
New holders
15
27 more added
Sold out
11
38 more reduced

1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2023: 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.

Institutional holdersQ4 2023: 94 institutions
Q1 2021: 62 institutionsQ2 2021: 70 institutionsQ3 2021: 59 institutionsQ4 2021: 67 institutionsQ1 2022: 68 institutionsQ2 2022: 60 institutionsQ3 2022: 56 institutionsQ4 2022: 61 institutionsQ1 2023: 73 institutionsQ2 2023: 85 institutionsQ3 2023: 91 institutionsQ4 2023: 94 institutionsQ1 2024: 88 institutionsQ2 2024: 86 institutionsQ3 2024: 81 institutionsQ4 2024: 87 institutionsQ1 2025: 85 institutionsQ2 2025: 77 institutionsQ3 2025: 72 institutionsQ4 2025: 79 institutionsQ1 2026: 77 institutionsQ2 2026: 71 institutions
Value heldQ4 2023: $358.4M
Q1 2021: $150.6MQ2 2021: $206.0MQ3 2021: $191.2MQ4 2021: $225.6MQ1 2022: $218.6MQ2 2022: $177.5MQ3 2022: $144.7MQ4 2022: $203.0MQ1 2023: $265.4MQ2 2023: $314.9MQ3 2023: $396.9MQ4 2023: $358.4MQ1 2024: $399.4MQ2 2024: $334.2MQ3 2024: $324.3MQ4 2024: $374.2MQ1 2025: $288.7MQ2 2025: $264.6MQ3 2025: $214.8MQ4 2025: $241.5MQ1 2026: $229.7MQ2 2026: $218.2M
Institutions holding NOA and their total value by quarter
QuarterHoldersValue
Q2 202671$218.2M
Q1 202677$229.7M
Q4 202579$241.5M
Q3 202572$214.8M
Q2 202577$264.6M
Q1 202585$288.7M
Q4 202487$374.2M
Q3 202481$324.3M
Q2 202486$334.2M
Q1 202488$399.4M
Q4 202394$358.4M
Q3 202391$396.9M
Q2 202385$314.9M
Q1 202373$265.4M
Q4 202261$203.0M
Q3 202256$144.7M
Q2 202260$177.5M
Q1 202268$218.6M
Q4 202167$225.6M
Q3 202159$191.2M
Q2 202170$206.0M
Q1 202162$150.6M

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding North American Construction Group Ltd.; share changes are against Q3 2023.

Institutions holding NOA in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Claret Asset Management Corp2,064,220$43.1M7.71%−15,806−0.8%Reduced
Cannell Capital LLC1,478,914$30.8M6.89%+98,926+7.2%Added
Mackenzie Financial Corp1,395,919$29.1M0.04%+14,109+1.0%Added
Bank of Montreal1,250,714$26.5M0.01%−6,313−0.5%Reduced
Polar Asset Management Partners Inc.1,045,453$21.8M0.59%+254,100+32.1%Added
FIL Ltd927,109$19.3M0.02%−92,219−9.0%Reduced
Alberta Investment Management Corp796,700$16.7M0.16%00.0%Unchanged
Connor, Clark & Lunn Investment Management Ltd.633,200$13.2M0.06%+87,700+16.1%Added
Hillsdale Investment Management Inc.546,689$11.4M0.93%−734,240−57.3%Reduced
Renaissance Technologies LLC503,500$10.5M0.02%−53,000−9.5%Reduced
National Bank of Canada482,514$10.1M0.02%−649,973−57.4%Reduced
Fiera Capital Corp475,065$9.95M0.03%−51,625−9.8%Reduced
Triasima Portfolio Management inc.403,149$8.43M0.70%−1,576−0.4%Reduced
CIBC World Markets Inc.377,862$7.89M0.02%+11,051+3.0%Added
Quadrature Capital Ltd350,121$7.32M0.13%+50,721+16.9%Added
AYAL Capital Advisors Ltd251,600$5.25M4.11%+251,600New
CIBC Asset Management Inc243,124$5.09M0.02%−12,470−4.9%Reduced
Acadian Asset Management LLC225,500$4.68M0.02%−166,150−42.4%Reduced
Two Sigma Investments, LP214,950$4.48M0.01%−16,912−7.3%Reduced
Cumberland Partners Ltd208,300$4.37M0.40%00.0%Unchanged
Boothbay Fund Management, LLC207,548$4.33M0.16%+26,348+14.5%Added
NewGen Asset Management Ltd200,000$4.17M2.43%+200,000New
American Century Companies Inc196,407$4.10M0.00%+81,160+70.4%Added
Intact Investment Management Inc.187,600$3.91M0.16%+187,600New
Millennium Management LLC164,310$3.43M0.00%−11,537−6.6%Reduced
Prelude Capital Management, LLC163,208$3.40M0.30%+13,130+8.7%Added
Dimensional Fund Advisors LP156,164$3.26M0.00%−19,633−11.2%Reduced
D. E. Shaw & Co., Inc.144,800$3.02M0.00%−24,500−14.5%Reduced
K.J. Harrison & Partners Inc126,500$2.64M0.45%+27,500+27.8%Added
Royal Bank of Canada122,457$2.55M0.00%−7,594−5.8%Reduced
Renaissance Group LLC121,384$2.53M0.10%+8,303+7.3%Added
Two Sigma Advisers, LP120,900$2.52M0.01%−1,800−1.5%Reduced
Bank of America Corp120,223$2.51M0.00%−18,527−13.4%Reduced
Marshall Wace, LLP95,475$1.99M0.00%−38,021−28.5%Reduced
Acuitas Investments, LLC86,098$1.80M0.94%+17,977+26.4%Added
Janney Montgomery Scott LLC77,032$1.61M0.01%+5,755+8.1%Added
Goldman Sachs Group Inc70,582$1.47M0.00%−60,022−46.0%Reduced
Pacific Global Investment Management CO65,433$1.36M0.28%−172−0.3%Reduced
Citadel Advisors LLC62,148$1.30M0.00%+17,546+39.3%Added
Envestnet Asset Management Inc58,073$1.21M0.00%+340+0.6%Added
Swiss National Bank47,800$999.3K0.00%−8,000−14.3%Reduced
Morgan Stanley45,878$956.6K0.00%−44,449−49.2%Reduced
Credit Suisse AG41,884$873.3K0.00%+4,573+12.3%Added
Lynwood Capital Management Inc.40,000$833.8K3.67%+40,000New
MAI Capital Management32,340$674.3K0.01%00.0%Unchanged
PenderFund Capital Management Ltd.24,380$674.1K0.22%+4,480+22.5%Added
JPMorgan Chase & Co32,305$673.6K0.00%−49,061−60.3%Reduced
O'Shaughnessy Asset Management, LLC27,557$574.6K0.01%−2,092−7.1%Reduced
Freestone Capital Holdings, LLC27,500$573.4K0.03%00.0%Unchanged
Resources Investment Advisors, LLC.25,852$539.0K0.01%−851−3.2%Reduced
Clear Harbor Asset Management, LLC24,594$515.8K0.05%00.0%Unchanged
TD Asset Management Inc23,617$495.2K0.00%+680+3.0%Added
Shay Capital LLC22,200$462.9K0.18%+22,200New
Tacita Capital Inc21,260$445.1K0.33%−1,000−4.5%Reduced
Campbell & CO Investment Adviser LLC20,857$434.9K0.04%−9,095−30.4%Reduced
Russell Investments Group, Ltd.19,975$418.9K0.00%00.0%Unchanged
Nuveen Asset Management, LLC19,889$417.1K0.00%+19,889New
Northwest & Ethical Investments L.P.19,900$415.3K0.01%−26,000−56.6%Reduced
Geode Capital Management, LLC16,901$393.6K0.00%+948+5.9%Added
Legal & General Group Plc18,373$385.3K0.00%+1,100+6.4%Added
Vanguard Group Inc17,330$361.3K0.00%00.0%Unchanged
Raymond James Financial Services Advisors, Inc.15,098$314.8K0.00%−298−1.9%Reduced
UBS Group AG14,267$297.5K0.00%−1,368−8.7%Reduced
Tranquility Partners, LLC13,284$277.0K0.12%−438−3.2%Reduced
Tudor Investment Corp Et Al12,066$251.6K0.00%−1,843−13.3%Reduced
Jane Street Group, LLC11,498$239.7K0.00%+11,498New
Toronto Dominion Bank11,098$231.4K0.00%−1,035−8.5%Reduced
SEI Investments Co10,945$228.2K0.00%−28,556−72.3%Reduced
Macquarie Group Ltd7,641$159.0K0.00%00.0%Unchanged
Qube Research & Technologies Ltd7,392$154.1K0.00%+3,118+73.0%Added
Zurcher Kantonalbank (Zurich Cantonalbank)6,326$132.7K0.00%+1,615+34.3%Added
Barclays PLC4,753$99.1K0.00%−207−4.2%Reduced
Lazard Asset Management LLC4,385$91.0K0.00%+23+0.5%Added
Advisor Group Holdings, Inc.3,766$78.5K0.00%+76+2.1%Added
State of Wyoming3,508$73.1K0.01%+3,508New
State of Tennessee, Treasury Department2,407$50.2K0.00%00.0%Unchanged
Great West Life Assurance Co2,215$46.0K0.00%+1,365+160.6%Added
BNP Paribas Arbitrage, SA2,200$45.9K0.00%−4,561−67.5%Reduced
CWM, LLC2,008$42.0K0.00%00.0%Unchanged
Shell Asset Management Co1,529$32.0K0.00%−400−20.7%Reduced
Federation des caisses Desjardins du Quebec1,478$30.8K0.00%+885+149.2%Added
BlackRock Inc.1,408$29.4K0.00%+1,408New
TD Waterhouse Canada Inc.924$25.4K0.00%+924New
Aquatic Capital Management LLC1,100$23.0K0.00%+1,100New
The PNC Financial Services Group, Inc.1,098$22.9K0.00%00.0%Unchanged
US Bancorp966$20.1K0.00%+966New
Simplex Trading, LLC708$14.0K0.00%+708New
New York State Common Retirement Fund336$7.01K0.00%−8,611−96.2%Reduced
GWM Advisors LLC311$6.49K0.00%+311New
WealthCollab, LLC298$6.21K0.00%+298New
Citigroup Inc236$4.95K0.00%+191+424.4%Added
Toth Financial Advisory Corp101$2.11K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC68$1.42K0.00%00.0%Unchanged
Manchester Capital Management LLC12$2510.00%00.0%Unchanged
Arrowstreet Capital, Limited Partnership0$00.00%−87,997−100.0%Sold out
EAM Investors, LLC0$00.00%−56,327−100.0%Sold out
EAM Global Investors LLC0$00.00%−38,612−100.0%Sold out
Advisory Research Inc0$00.00%−33,660−100.0%Sold out
State of Wisconsin Investment Board0$00.00%−32,934−100.0%Sold out
SkyView Investment Advisors, LLC0$00.00%−29,961−100.0%Sold out