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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, Q2 2025

Institutional positions in North American Construction Group Ltd. as of Jun 30, 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
77
−6 vs. Q1 2025
Shares held
16.5M
−1.60M (−8.8%) vs. Q1 2025
Total value
$264.6M
−$21.8M (−7.6%) vs. Q1 2025
New holders
9
25 more added
Sold out
15
28 more reduced

2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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 holdersQ2 2025: 77 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 heldQ2 2025: $264.6M
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, Q2 2025

Shares, value and share of portfolio for each institution holding North American Construction Group Ltd.; share changes are against Q1 2025.

Institutions holding NOA in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Bank of Montreal2,244,637$35.9M0.02%+98,646+4.6%Added
Claret Asset Management Corp2,064,325$33.0M4.28%+14,686+0.7%Added
Polar Asset Management Partners Inc.1,667,336$26.7M0.66%−73,649−4.2%Reduced
Cannell Capital LLC1,547,321$24.7M7.73%−250,494−13.9%Reduced
National Bank of Canada1,395,402$22.3M0.02%+26,882+2.0%Added
Mackenzie Financial Corp801,710$12.8M0.02%−97,899−10.9%Reduced
CIBC Asset Management Inc785,803$12.6M0.04%−478,361−37.8%Reduced
Goldman Sachs Group Inc475,212$7.59M0.00%+13,694+3.0%Added
CIBC World Markets Inc.432,467$6.93M0.02%−35,815−7.6%Reduced
Connor, Clark & Lunn Investment Management Ltd.425,100$6.81M0.02%−3,700−0.9%Reduced
Stifel Financial Corp363,192$5.80M0.01%+298,319+459.9%Added
American Century Companies Inc334,322$5.35M0.00%+29,624+9.7%Added
Royal Bank of Canada333,401$5.33M0.00%+224,862+207.2%Added
Bank of America Corp326,266$5.21M0.00%+145,745+80.7%Added
Renaissance Technologies LLC314,900$5.03M0.01%−8,000−2.5%Reduced
AYAL Capital Advisors Ltd312,070$4.99M2.72%−145,400−31.8%Reduced
TD Waterhouse Canada Inc.278,275$4.46M0.03%+278,013+106,111.8%Added
K.J. Harrison & Partners Inc259,642$4.15M0.69%+9,900+4.0%Added
Intact Investment Management Inc.233,600$3.74M0.13%+55,600+31.2%Added
Arrowstreet Capital, Limited Partnership171,585$2.75M0.00%−13,684−7.4%Reduced
Dimensional Fund Advisors LP164,831$2.63M0.00%+5,426+3.4%Added
Orchard Capital Managment, LLC147,627$2.36M2.61%−200,330−57.6%Reduced
Two Sigma Advisers, LP117,400$1.88M0.00%−6,700−5.4%Reduced
Cumberland Partners Ltd110,100$1.76M0.12%00.0%Unchanged
Two Sigma Investments, LP102,202$1.63M0.00%+24,776+32.0%Added
Renaissance Group LLC85,569$1.37M0.05%−11,413−11.8%Reduced
Clearbridge Investments, LLC85,433$1.37M0.00%+22,023+34.7%Added
SkyView Investment Advisors, LLC70,692$1.14M0.16%+2,040+3.0%Added
UBS Group AG62,185$993.7K0.00%−99,599−61.6%Reduced
Citadel Advisors LLC57,853$924.5K0.00%+18,402+46.6%Added
Envestnet Asset Management Inc53,895$861.2K0.00%−843−1.5%Reduced
Swiss National Bank51,300$817.7K0.00%+4,200+8.9%Added
Alberta Investment Management Corp50,305$805.5K0.01%−787,951−94.0%Reduced
Millennium Management LLC47,248$755.4K0.00%+47,248New
Morgan Stanley41,777$667.6K0.00%−5,944−12.5%Reduced
Resources Investment Advisors, LLC.40,538$647.8K0.01%+231+0.6%Added
HSBC Holdings PLC38,519$613.7K0.00%−647−1.7%Reduced
TD Asset Management Inc33,646$537.3K0.00%+6,919+25.9%Added
Campbell & CO Investment Adviser LLC33,026$527.8K0.03%+11,064+50.4%Added
Trexquant Investment LP28,105$449.1K0.01%−3,419−10.8%Reduced
Freestone Capital Holdings, LLC27,500$439.4K0.01%00.0%Unchanged
Legal & General Group Plc22,919$366.0K0.00%00.0%Unchanged
Vanguard Group Inc21,961$351.4K0.00%−294−1.3%Reduced
MAI Capital Management21,560$344.5K0.00%00.0%Unchanged
Geode Capital Management, LLC21,511$344.0K0.00%+7,300+51.4%Added
UBS Asset Management Americas Inc20,504$327.7K0.00%−346−1.7%Reduced
Barclays PLC20,306$324.5K0.00%−197−1.0%Reduced
JB Capital Partners LP20,000$319.6K0.06%00.0%Unchanged
Nuveen, LLC19,243$307.3K0.00%−5,807−23.2%Reduced
JustInvest LLC16,795$268.4K0.00%+4,390+35.4%Added
Tranquility Partners, LLC15,640$249.9K0.09%+56+0.4%Added
Timelo Investment Management Inc.15,456$247.0K0.85%+15,456New
Great West Life Assurance Co15,141$241.0K0.00%−1,785−10.5%Reduced
Boothbay Fund Management, LLC14,370$229.6K0.01%−94,498−86.8%Reduced
Proficio Capital Partners LLC12,435$198.7K0.01%00.0%Unchanged
Quadrature Capital Ltd11,405$182.1K0.00%+11,405New
Public Employees Retirement System of Ohio10,307$164.6K0.00%+1,474+16.7%Added
Natixis8,910$141.9K0.00%−2,561−22.3%Reduced
Toronto Dominion Bank8,723$139.0K0.00%00.0%Unchanged
Raymond James Financial Inc7,665$122.5K0.00%+7,665New
Citigroup Inc5,791$92.5K0.00%−4,244−42.3%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)4,711$75.2K0.00%00.0%Unchanged
BlackRock, Inc.2,746$43.9K0.00%+2,746New
Federation des caisses Desjardins du Quebec2,173$34.6K0.00%00.0%Unchanged
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$21.2K0.00%00.0%Unchanged
Deutsche Bank AG1,251$20.0K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.1,098$17.5K0.00%00.0%Unchanged
Lazard Asset Management LLC817$13.0K0.00%−9,869−92.4%Reduced
CoreCap Advisors, LLC700$11.2K0.00%+700New
LRI Investments, LLC332$5.30K0.00%+332New
Simplex Trading, LLC259$4.00K0.00%+257+12,850.0%Added
WealthCollab, LLC156$2.49K0.00%+156New
Parkside Financial Bank & Trust51$8150.00%−44−46.3%Reduced
Manchester Capital Management LLC12$1920.00%00.0%Unchanged
Advisor Group Holdings, Inc.11$1760.00%+11New
Hillsdale Investment Management Inc.0$00.00%−204,979−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−174,991−100.0%Sold out
NewGen Asset Management Ltd0$00.00%−150,000−100.0%Sold out
Marshall Wace, LLP0$00.00%−30,149−100.0%Sold out
Jane Street Group, LLC0$00.00%−30,142−100.0%Sold out
Ameriprise Financial Inc0$00.00%−25,834−100.0%Sold out
PDT Partners, LLC0$00.00%−10,784−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−10,294−100.0%Sold out
Northwest & Ethical Investments L.P.0$00.00%−6,716−100.0%Sold out
Tower Research Capital LLC (TRC)0$00.00%−2,613−100.0%Sold out
Logan Capital Management Inc0$00.00%−482−100.0%Sold out
Toth Financial Advisory Corp0$00.00%−101−100.0%Sold out
SBI Securities Co., Ltd.0$00.00%−51−100.0%Sold out
Coldstream Capital Management Inc0$00.00%−32−100.0%Sold out
Acadian Asset Management LLC0$00.00%−43−100.0%Sold out
Credit Agricole S A––––Not filed
Pacific Global Investment Management CO––––Not filed