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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, Q1 2025

Institutional positions in North American Construction Group Ltd. as of Mar 31, 2025. 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
85
−1 vs. Q4 2024
Shares held
18.3M
+953.2K (+5.5%) vs. Q4 2024
Total value
$288.7M
−$85.1M (−22.8%) vs. Q4 2024
New holders
12
25 more added
Sold out
13
30 more reduced

1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2024: 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 holdersQ1 2025: 85 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 heldQ1 2025: $288.7M
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, Q1 2025

Shares, value and share of portfolio for each institution holding North American Construction Group Ltd.; share changes are against Q4 2024.

Institutions holding NOA in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Bank of Montreal2,145,991$33.8M0.02%+100,765+4.9%Added
Claret Asset Management Corp2,049,639$32.3M4.66%+9,501+0.5%Added
Cannell Capital LLC1,797,815$28.4M9.58%+97,371+5.7%Added
Polar Asset Management Partners Inc.1,740,985$27.6M0.91%+718,884+70.3%Added
National Bank of Canada1,368,520$21.6M0.03%+34,720+2.6%Added
CIBC Asset Management Inc1,264,164$19.9M0.07%+202,048+19.0%Added
Mackenzie Financial Corp899,609$14.2M0.02%+34,086+3.9%Added
Alberta Investment Management Corp838,256$13.2M0.09%−218,998−20.7%Reduced
CIBC World Markets Inc.468,282$7.39M0.02%+36,476+8.4%Added
Goldman Sachs Group Inc461,518$7.29M0.00%−13,150−2.8%Reduced
AYAL Capital Advisors Ltd457,470$7.22M4.79%+38,900+9.3%Added
Connor, Clark & Lunn Investment Management Ltd.428,800$6.76M0.03%+1,647+0.4%Added
Orchard Capital Managment, LLC347,957$5.49M3.76%+317,331+1,036.1%Added
Renaissance Technologies LLC322,900$5.10M0.01%−9,900−3.0%Reduced
American Century Companies Inc304,698$4.80M0.00%+52,474+20.8%Added
K.J. Harrison & Partners Inc249,742$3.94M0.77%+42,842+20.7%Added
Hillsdale Investment Management Inc.204,979$3.23M0.16%−172,848−45.7%Reduced
Arrowstreet Capital, Limited Partnership185,269$2.92M0.00%+34,562+22.9%Added
Bank of America Corp180,521$2.85M0.00%−253,493−58.4%Reduced
Intact Investment Management Inc.178,000$2.81M0.10%+600+0.3%Added
Prelude Capital Management, LLC174,991$2.76M0.28%+69,190+65.4%Added
UBS Group AG161,784$2.55M0.00%−20,856−11.4%Reduced
Dimensional Fund Advisors LP159,405$2.52M0.00%+15,861+11.0%Added
NewGen Asset Management Ltd150,000$2.37M2.29%+150,000New
Two Sigma Advisers, LP124,100$1.96M0.00%−42,600−25.6%Reduced
Cumberland Partners Ltd110,100$1.74M0.13%00.0%Unchanged
Boothbay Fund Management, LLC108,868$1.72M0.06%−36,977−25.4%Reduced
Royal Bank of Canada108,539$1.71M0.00%−3,302−3.0%Reduced
Renaissance Group LLC96,982$1.53M0.07%−17,897−15.6%Reduced
Two Sigma Investments, LP77,426$1.22M0.00%−118,213−60.4%Reduced
Credit Agricole S A75,600$1.19M0.00%00.0%Unchanged
Pacific Global Investment Management CO69,269$1.09M1.55%+1,046+1.5%Added
SkyView Investment Advisors, LLC68,652$1.08M0.16%−249−0.4%Reduced
Stifel Financial Corp64,873$1.02M0.00%+64,873New
Clearbridge Investments, LLC63,410$1.00M0.00%+63,410New
Envestnet Asset Management Inc54,738$864.3K0.00%−525−1.0%Reduced
Morgan Stanley47,721$753.5K0.00%−11,985−20.1%Reduced
Swiss National Bank47,100$743.2K0.00%−2,400−4.8%Reduced
Resources Investment Advisors, LLC.40,307$636.4K0.01%+1,463+3.8%Added
HSBC Holdings PLC39,166$623.3K0.00%−799−2.0%Reduced
Citadel Advisors LLC39,451$622.9K0.00%−31,844−44.7%Reduced
Trexquant Investment LP31,524$497.8K0.01%+31,524New
Marshall Wace, LLP30,149$476.1K0.00%−106,959−78.0%Reduced
Jane Street Group, LLC30,142$475.9K0.00%+30,142New
Freestone Capital Holdings, LLC27,500$434.2K0.02%00.0%Unchanged
TD Asset Management Inc26,727$421.4K0.00%−680−2.5%Reduced
Ameriprise Financial Inc25,834$407.9K0.00%+25,834New
Nuveen, LLC25,050$394.9K0.00%+25,050New
Legal & General Group Plc22,919$361.3K0.00%00.0%Unchanged
Vanguard Group Inc22,255$350.9K0.00%+294+1.3%Added
Campbell & CO Investment Adviser LLC21,962$346.8K0.03%+371+1.7%Added
MAI Capital Management21,560$340.4K0.00%−10,780−33.3%Reduced
UBS Asset Management Americas Inc20,850$329.2K0.00%00.0%Unchanged
Barclays PLC20,503$323.7K0.00%−408−2.0%Reduced
JB Capital Partners LP20,000$315.8K0.07%00.0%Unchanged
Great West Life Assurance Co16,926$267.0K0.00%00.0%Unchanged
Tranquility Partners, LLC15,584$246.1K0.10%+658+4.4%Added
Geode Capital Management, LLC14,211$224.1K0.00%00.0%Unchanged
Proficio Capital Partners LLC12,435$199.1K0.02%00.0%Unchanged
JustInvest LLC12,405$195.9K0.00%−624−4.8%Reduced
Natixis11,471$182.0K0.00%+4,200+57.8%Added
PDT Partners, LLC10,784$170.3K0.01%−4,971−31.6%Reduced
Lazard Asset Management LLC10,686$168.0K0.00%−10,942−50.6%Reduced
Balyasny Asset Management LLC10,294$162.5K0.00%+10,294New
Citigroup Inc10,035$158.2K0.00%−1,450−12.6%Reduced
Public Employees Retirement System of Ohio8,833$139.3K0.00%−935−9.6%Reduced
Toronto Dominion Bank8,723$138.0K0.00%00.0%Unchanged
Northwest & Ethical Investments L.P.6,716$106.0K0.00%−7,896−54.0%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)4,711$74.3K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)2,613$41.3K0.00%+2,610+87,000.0%Added
Federation des caisses Desjardins du Quebec2,173$34.2K0.00%−1,000−31.5%Reduced
CWM, LLC2,008$32.0K0.00%00.0%Unchanged
Shell Asset Management Co1,424$23.0K0.00%00.0%Unchanged
Russell Investments Group, Ltd.1,329$21.0K0.00%−6,625−83.3%Reduced
Deutsche Bank AG1,251$19.8K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.1,098$17.3K0.00%00.0%Unchanged
Logan Capital Management Inc482$7.61K0.00%+482New
TD Waterhouse Canada Inc.262$4.10K0.00%−367−58.3%Reduced
Toth Financial Advisory Corp101$1.59K0.00%00.0%Unchanged
Parkside Financial Bank & Trust95$1.50K0.00%+95New
SBI Securities Co., Ltd.51$8050.00%+51New
Coldstream Capital Management Inc32$5050.00%+32New
Manchester Capital Management LLC12$1900.00%00.0%Unchanged
Acadian Asset Management LLC43$00.00%00.0%Unchanged
Simplex Trading, LLC2$00.00%+1+100.0%Added
Millennium Management LLC0$00.00%−60,274−100.0%Sold out
JPMorgan Chase & Co0$00.00%−21,024−100.0%Sold out
Clear Harbor Asset Management, LLC0$00.00%−18,650−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−13,700−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−11,765−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−11,004−100.0%Sold out
O'Shaughnessy Asset Management, LLC0$00.00%−10,556−100.0%Sold out
Stephens Inc0$00.00%−9,437−100.0%Sold out
Group One Trading, L.P.0$00.00%−113−100.0%Sold out
Wells Fargo & Company0$00.00%−110−100.0%Sold out
Advisor Group Holdings, Inc.0$00.00%−91−100.0%Sold out
BlackRock, Inc.0$00.00%−42−100.0%Sold out
Hantz Financial Services, Inc.0$00.00%−3−100.0%Sold out
Nuveen Asset Management, LLC––––Not filed