Skip to main content

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 2026

Institutional positions in North American Construction Group Ltd. as of Mar 31, 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
77
−2 vs. Q4 2025
Shares held
17.0M
+247.2K (+1.5%) vs. Q4 2025
Total value
$229.7M
−$11.8M (−4.9%) vs. Q4 2025
New holders
12
34 more added
Sold out
14
23 more reduced

Compare with Q4 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 holdersQ1 2026: 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 heldQ1 2026: $229.7M
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 2026

Shares, value and share of portfolio for each institution holding North American Construction Group Ltd.; share changes are against Q4 2025.

Institutions holding NOA in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Bank of Montreal2,891,696$39.0M0.02%+102,312+3.7%Added
Claret Asset Management Corp2,047,443$27.6M3.30%+9,791+0.5%Added
CIBC Asset Management Inc1,461,868$19.8M0.05%+19,713+1.4%Added
National Bank of Canada1,351,965$18.0M0.02%+12,259+0.9%Added
Aegis Financial Corp1,038,177$14.0M2.41%00.0%Unchanged
Cannell Capital LLC962,731$13.0M8.42%−112,576−10.5%Reduced
American Century Companies Inc591,909$7.99M0.00%+60,728+11.4%Added
Connor, Clark & Lunn Investment Management Ltd.587,440$7.93M0.02%+226,240+62.6%Added
Bastion Asset Management Inc.401,076$6.42M1.96%−188,718−32.0%Reduced
Alberta Investment Management Corp422,493$5.70M0.04%+422,493New
Arrowstreet Capital, Limited Partnership402,413$5.43M0.00%+158,731+65.1%Added
TD Waterhouse Canada Inc.325,487$4.26M0.01%+26,165+8.7%Added
Two Sigma Investments, LP312,873$4.22M0.00%+64,366+25.9%Added
Polar Asset Management Partners Inc.310,000$4.18M0.10%−217,336−41.2%Reduced
D. E. Shaw & Co., Inc.271,600$3.66M0.00%+4,500+1.7%Added
Renaissance Technologies LLC253,500$3.42M0.01%−7,700−2.9%Reduced
Goldman Sachs Group Inc252,339$3.40M0.00%+79,548+46.0%Added
Clearbridge Investments, LLC246,224$3.32M0.00%+28,937+13.3%Added
Orchard Capital Managment, LLC223,913$3.02M3.95%+68,812+44.4%Added
Intact Investment Management Inc.208,000$2.81M0.08%+91,000+77.8%Added
Dimensional Fund Advisors LP200,248$2.70M0.00%+52,605+35.6%Added
Marshall Wace, LLP198,770$2.68M0.00%+114,420+135.6%Added
Morgan Stanley191,939$2.59M0.00%+59,469+44.9%Added
Intrinsic Edge Capital Management LLC170,100$2.29M0.42%+120,100+240.2%Added
Simcoe Capital LLC161,530$2.18M2.00%+161,530New
Quadrature Capital Ltd135,144$1.82M0.02%+16,860+14.3%Added
Citadel Advisors LLC121,741$1.64M0.00%+48,913+67.2%Added
Bank of America Corp94,921$1.28M0.00%−106,081−52.8%Reduced
Envestnet Asset Management Inc86,318$1.16M0.00%+86,318New
SkyView Investment Advisors, LLC75,032$1.01M0.14%+1,416+1.9%Added
JB Capital Partners LP70,000$943.6K0.16%+50,000+250.0%Added
Renaissance Group LLC65,887$888.2K0.04%−1,888−2.8%Reduced
Federation des caisses Desjardins du Quebec65,910$862.1K0.00%+13,351+25.4%Added
Lazard Asset Management LLC58,124$783.5K0.00%+41,954+259.5%Added
CenterBook Partners LP54,917$740.3K0.04%−155,356−73.9%Reduced
K.J. Harrison & Partners Inc52,500$707.0K0.12%−39,642−43.0%Reduced
PDT Partners, LLC48,639$655.7K0.04%+48,639New
Sanctuary Advisors, LLC45,384$611.8K0.00%+45,384New
Resources Investment Advisors, LLC.40,648$547.9K0.01%+293+0.7%Added
TD Asset Management Inc39,135$526.4K0.00%+4,580+13.3%Added
Royal Bank of Canada36,500$492.0K0.00%−15,231−29.4%Reduced
JPMorgan Chase & Co30,304$395.2K0.00%+21,199+232.8%Added
Freestone Capital Holdings, LLC27,500$370.7K0.01%00.0%Unchanged
Mackenzie Financial Corp26,152$352.8K0.00%+316+1.2%Added
Point72 Asset Management, L.P.25,749$347.2K0.00%−66,744−72.2%Reduced
MAI Capital Management21,560$290.6K0.00%00.0%Unchanged
Millennium Management LLC20,255$273.0K0.00%−318,611−94.0%Reduced
UBS Group AG19,319$260.4K0.00%−64,745−77.0%Reduced
Morgan Dempsey Capital Management LLC19,080$257.2K0.12%+19,080New
Qube Research & Technologies Ltd18,705$252.1K0.00%+6,885+58.2%Added
Boothbay Fund Management, LLC18,697$252.0K0.01%−2,018−9.7%Reduced
CIBC World Markets Inc.17,598$237.4K0.00%+2,499+16.6%Added
Tranquility Partners, LLC15,850$213.7K0.08%+73+0.5%Added
Brevan Howard Capital Management LP15,012$202.4K0.00%−4,098−21.4%Reduced
Engineers Gate Manager LP14,332$193.2K0.00%+14,332New
JustInvest LLC13,448$181.3K0.00%−3,212−19.3%Reduced
Stephens Inc13,111$176.7K0.00%−100−0.8%Reduced
Natixis12,680$168.4K0.00%+3,770+42.3%Added
HSBC Holdings PLC12,441$167.2K0.00%−3,956−24.1%Reduced
Savant Capital, LLC12,284$165.6K0.00%−2,656−17.8%Reduced
XTX Topco Ltd10,934$147.4K0.00%+10,934New
Susquehanna International Group, LLP10,481$141.3K0.00%−25,711−71.0%Reduced
Toronto Dominion Bank8,723$117.0K0.00%00.0%Unchanged
BNP Paribas Arbitrage, SA7,967$107.4K0.00%+7,207+948.3%Added
Group One Trading, L.P.2,625$35.4K0.00%+2,625New
CWM, LLC2,008$27.1K0.00%00.0%Unchanged
Acadian Asset Management LLC1,675$22.0K0.00%+1,675New
BlackRock, Inc.1,005$13.5K0.00%−29,054−96.7%Reduced
LRI Investments, LLC419$5.65K0.00%+87+26.2%Added
Rockefeller Capital Management L.P.300$4.04K0.00%00.0%Unchanged
Simplex Trading, LLC283$3.81K0.00%+283New
Barclays PLC218$2.94K0.00%−1,402−86.5%Reduced
Advisor Group Holdings, Inc.161$2.17K0.00%−100−38.3%Reduced
Jones Financial Companies LLLP50$6660.00%+50New
Bell Investment Advisors, Inc47$6340.00%00.0%Unchanged
Manchester Capital Management LLC12$1620.00%00.0%Unchanged
WealthCollab, LLC4$540.00%−152−97.4%Reduced
Jane Street Group, LLC0$00.00%−181,978−100.0%Sold out
Timelo Investment Management Inc.0$00.00%−140,156−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−127,600−100.0%Sold out
NewGen Asset Management Ltd0$00.00%−87,699−100.0%Sold out
Credit Agricole S A0$00.00%−75,600−100.0%Sold out
PharVision Advisers, LLC0$00.00%−21,662−100.0%Sold out
Trexquant Investment LP0$00.00%−18,101−100.0%Sold out
Russell Investments Group, Ltd.0$00.00%−16,055−100.0%Sold out
Burney Co0$00.00%−13,503−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−13,247−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−11,495−100.0%Sold out
Highlander Partners, L.P.0$00.00%−9,186−100.0%Sold out
Quarry LP0$00.00%−1,600−100.0%Sold out
Larson Financial Group LLC0$00.00%−261−100.0%Sold out