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 2025
Institutional positions in North American Construction Group Ltd. as of Dec 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
- 79
- +8 vs. Q3 2025
- Shares held
- 16.7M
- +1.64M (+10.9%) vs. Q3 2025
- Total value
- $241.5M
- +$26.7M (+12.4%) vs. Q3 2025
- New holders
- 22
- 30 more added
- Sold out
- 14
- 15 more reduced
1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 71 | $218.2M |
| Q1 2026 | 77 | $229.7M |
| Q4 2025 | 79 | $241.5M |
| Q3 2025 | 72 | $214.8M |
| Q2 2025 | 77 | $264.6M |
| Q1 2025 | 85 | $288.7M |
| Q4 2024 | 87 | $374.2M |
| Q3 2024 | 81 | $324.3M |
| Q2 2024 | 86 | $334.2M |
| Q1 2024 | 88 | $399.4M |
| Q4 2023 | 94 | $358.4M |
| Q3 2023 | 91 | $396.9M |
| Q2 2023 | 85 | $314.9M |
| 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 | $150.6M |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding North American Construction Group Ltd.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of Montreal | 2,789,384 | $40.2M | 0.02% | +84,992+3.1% | Added |
| Claret Asset Management Corp | 2,037,652 | $29.3M | 3.40% | −4,283−0.2% | Reduced |
| CIBC Asset Management Inc | 1,442,155 | $20.8M | 0.05% | +262,673+22.3% | Added |
| National Bank of Canada | 1,339,706 | $18.8M | 0.02% | +15,103+1.1% | Added |
| Cannell Capital LLC | 1,075,307 | $15.5M | 9.86% | −228,671−17.5% | Reduced |
| Aegis Financial Corp | 1,038,177 | $15.0M | 3.57% | +196,243+23.3% | Added |
| Bastion Asset Management Inc. | 589,794 | $9.94M | 5.49% | +589,794 | New |
| American Century Companies Inc | 531,181 | $7.65M | 0.00% | +75,568+16.6% | Added |
| Polar Asset Management Partners Inc. | 527,336 | $7.61M | 0.15% | −394,385−42.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 361,200 | $5.20M | 0.01% | +11,100+3.2% | Added |
| Millennium Management LLC | 338,866 | $4.88M | 0.00% | +338,866 | New |
| TD Waterhouse Canada Inc. | 299,322 | $4.03M | 0.03% | +19,894+7.1% | Added |
| D. E. Shaw & Co., Inc. | 267,100 | $3.85M | 0.00% | +250,900+1,548.8% | Added |
| Renaissance Technologies LLC | 261,200 | $3.75M | 0.01% | −35,200−11.9% | Reduced |
| Two Sigma Investments, LP | 248,507 | $3.57M | 0.01% | +178,127+253.1% | Added |
| Arrowstreet Capital, Limited Partnership | 243,682 | $3.51M | 0.00% | +141,627+138.8% | Added |
| Clearbridge Investments, LLC | 217,287 | $3.12M | 0.00% | −7,717−3.4% | Reduced |
| CenterBook Partners LP | 210,273 | $3.02M | 0.15% | +210,273 | New |
| Bank of America Corp | 201,002 | $2.89M | 0.00% | +30,638+18.0% | Added |
| Jane Street Group, LLC | 181,978 | $2.62M | 0.00% | +181,978 | New |
| Goldman Sachs Group Inc | 172,791 | $2.48M | 0.00% | −309,295−64.2% | Reduced |
| Orchard Capital Managment, LLC | 155,101 | $2.23M | 1.93% | +2,963+1.9% | Added |
| Dimensional Fund Advisors LP | 147,643 | $2.12M | 0.00% | −4,874−3.2% | Reduced |
| Timelo Investment Management Inc. | 140,156 | $2.01M | 2.14% | −135,300−49.1% | Reduced |
| Morgan Stanley | 132,470 | $1.90M | 0.00% | +108,634+455.8% | Added |
| Two Sigma Advisers, LP | 127,600 | $1.83M | 0.00% | +30,000+30.7% | Added |
| Quadrature Capital Ltd | 118,284 | $1.71M | 0.02% | +118,284 | New |
| Intact Investment Management Inc. | 117,000 | $1.68M | 0.05% | +92,000+368.0% | Added |
| Point72 Asset Management, L.P. | 92,493 | $1.33M | 0.00% | +92,493 | New |
| K.J. Harrison & Partners Inc | 92,142 | $1.33M | 0.18% | −166,000−64.3% | Reduced |
| NewGen Asset Management Ltd | 87,699 | $1.26M | 0.81% | −215,209−71.0% | Reduced |
| Marshall Wace, LLP | 84,350 | $1.21M | 0.00% | +84,350 | New |
| UBS Group AG | 84,064 | $1.21M | 0.00% | +24,827+41.9% | Added |
| Credit Agricole S A | 75,600 | $1.09M | 0.00% | +75,600 | New |
| SkyView Investment Advisors, LLC | 73,616 | $1.06M | 0.13% | +955+1.3% | Added |
| Citadel Advisors LLC | 72,828 | $1.05M | 0.00% | +52,246+253.8% | Added |
| Renaissance Group LLC | 67,775 | $973.9K | 0.04% | +19,541+40.5% | Added |
| Royal Bank of Canada | 51,731 | $743.0K | 0.00% | −78,665−60.3% | Reduced |
| Intrinsic Edge Capital Management LLC | 50,000 | $718.5K | 0.14% | +50,000 | New |
| Federation des caisses Desjardins du Quebec | 52,559 | $706.8K | 0.00% | +28,786+121.1% | Added |
| Resources Investment Advisors, LLC. | 40,355 | $579.9K | 0.01% | −160.0% | Reduced |
| Susquehanna International Group, LLP | 36,192 | $520.1K | 0.00% | +2,828+8.5% | Added |
| TD Asset Management Inc | 34,555 | $498.1K | 0.00% | +1,178+3.5% | Added |
| BlackRock, Inc. | 30,059 | $431.9K | 0.00% | +27,364+1,015.4% | Added |
| Freestone Capital Holdings, LLC | 27,500 | $395.2K | 0.01% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 25,836 | $367.8K | 0.00% | +9,981+63.0% | Added |
| PharVision Advisers, LLC | 21,662 | $311.3K | 0.16% | +21,662 | New |
| MAI Capital Management | 21,560 | $309.8K | 0.00% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 20,715 | $297.7K | 0.01% | +4,006+24.0% | Added |
| JB Capital Partners LP | 20,000 | $287.4K | 0.05% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 19,110 | $274.6K | 0.01% | +19,110 | New |
| Trexquant Investment LP | 18,101 | $260.1K | 0.00% | +18,101 | New |
| JustInvest LLC | 16,660 | $239.4K | 0.00% | +3,585+27.4% | Added |
| HSBC Holdings PLC | 16,397 | $235.1K | 0.00% | +16,397 | New |
| Lazard Asset Management LLC | 16,170 | $232.4K | 0.00% | +3,718+29.9% | Added |
| Russell Investments Group, Ltd. | 16,055 | $231.4K | 0.00% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 15,777 | $226.7K | 0.08% | −339−2.1% | Reduced |
| CIBC World Markets Inc. | 15,099 | $217.4K | 0.00% | −60,616−80.1% | Reduced |
| Savant Capital, LLC | 14,940 | $214.7K | 0.00% | +14,940 | New |
| Burney Co | 13,503 | $194.0K | 0.01% | −8,100−37.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 13,247 | $190.4K | 0.00% | +13,247 | New |
| Stephens Inc | 13,211 | $189.8K | 0.00% | +13,211 | New |
| Qube Research & Technologies Ltd | 11,820 | $169.9K | 0.00% | +1,016+9.4% | Added |
| Dynamic Technology Lab Private Ltd | 11,495 | $165.0K | 0.04% | +11,495 | New |
| Highlander Partners, L.P. | 9,186 | $132.0K | 0.05% | +9,186 | New |
| JPMorgan Chase & Co | 9,105 | $130.8K | 0.00% | +9,105 | New |
| Natixis | 8,910 | $127.8K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 8,723 | $126.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,008 | $29.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 1,620 | $23.3K | 0.00% | +1,602+8,900.0% | Added |
| Quarry LP | 1,600 | $23.0K | 0.00% | +1,600 | New |
| BNP Paribas Arbitrage, SA | 760 | $10.9K | 0.00% | +760 | New |
| LRI Investments, LLC | 332 | $4.77K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 300 | $4.31K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 261 | $3.75K | 0.00% | +61+30.5% | Added |
| Larson Financial Group LLC | 261 | $3.75K | 0.00% | +261 | New |
| WealthCollab, LLC | 156 | $2.24K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 47 | $676 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 12 | $173 | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 0 | $0 | 0.00% | −79,432−100.0% | Sold out |
| Swiss National Bank | 0 | $0 | 0.00% | −51,300−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −48,246−100.0% | Sold out |
| Legal & General Group Plc | 0 | $0 | 0.00% | −22,919−100.0% | Sold out |
| Vanguard Group Inc | 0 | $0 | 0.00% | −21,961−100.0% | Sold out |
| Nuveen, LLC | 0 | $0 | 0.00% | −19,243−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −15,846−100.0% | Sold out |
| Public Employees Retirement System of Ohio | 0 | $0 | 0.00% | −10,307−100.0% | Sold out |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0 | $0 | 0.00% | −4,711−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −2,174−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −1,251−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −1,072−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Shell Asset Management Co | – | – | – | – | Not filed |