HolderBook

NACCO INDS INC (NC)

Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.

93
Reporting holders
$105.6M
Reported value
0.0%
Held as options
+3
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
DIMENSIONAL FUND ADVISORS LP$20.1M401,0840.00%31qHELD
BlackRock, Inc.$16.0M320,0680.00%8q+3.3%+$510.5K
VANGUARD CAPITAL MANAGEMENT LLC$8.3M166,5170.00%2q-2.0%-$172.4K
RENAISSANCE TECHNOLOGIES LLC$7.4M147,8180.01%31q-4.3%-$335.3K
GEODE CAPITAL MANAGEMENT, LLC$5.2M104,6890.00%31q+7.0%+$342.2K
Mudita Advisors LLP$4.6M92,5200.96%6qHELD
STATE STREET CORP$4.2M83,6690.00%31qHELD
BRIDGEWAY CAPITAL MANAGEMENT, LLC$3.9M76,9590.07%31qHELD
Ancora Advisors LLC$2.8M55,9030.05%4q+17.5%+$417.6K
PNC Financial Services Group, Inc.$2.5M48,9900.00%15q+1.2%+$28.9K
Bank of New York Mellon Corp$2.3M46,2670.00%31qHELD
Empowered Funds, LLC$2.1M42,7970.01%2qHELD
NORTHERN TRUST CORP$2.1M42,3980.00%31q+6.2%+$124.7K
Russell Investments Group, Ltd.$2.0M39,3030.00%13q+51.4%+$668.2K
AMERICAN CENTURY COMPANIES INC$2.0M38,9820.00%21q-0.5%-$10.3K
TWO SIGMA INVESTMENTS, LP$1.9M37,2900.00%11q+15.2%+$245.9K
SEGALL BRYANT & HAMILL, LLC$1.5M29,4630.02%5qHELD
VANGUARD FIDUCIARY TRUST CO$1.5M29,0590.00%2q+7.1%+$96.6K
VANGUARD PORTFOLIO MANAGEMENT LLC$1.4M27,4480.00%2q+19.0%+$219.4K
Saber Capital Managment, LLC$1.0M20,6260.70%3qHELD
Prescott Group Capital Management, L.L.C.$1.0M20,0940.09%19qHELD
Connor, Clark & Lunn Investment Management Ltd.$994.3K19,8670.00%20qHELD
GOLDMAN SACHS GROUP INC$882.1K17,6250.00%3q+37.7%+$241.4K
RBF Capital, LLC$862.4K17,2300.04%20qHELD
Nuveen, LLC$634.0K12,6680.00%6qHELD
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$596.9K11,9260.00%17q+10.4%+$56.0K
Sixth Street Partners Management Company, L.P.$596.9K11,9260.00%newNEW
STRS OHIO$560.6K11,2000.00%3q+8.7%+$45.0K
EXCHANGE TRADED CONCEPTS, LLC$556.6K11,1200.00%10q+41.8%+$164.2K
JOHNSON INVESTMENT COUNSEL INC$545.4K10,8970.00%31qHELD
AQR CAPITAL MANAGEMENT LLC$480.1K9,5930.00%3q+59.2%+$178.6K
MORGAN STANLEY$421.7K8,4250.00%35q+4.0%+$16.2K
MILLENNIUM MANAGEMENT LLC$393.9K7,8710.00%9q+32.3%+$96.1K
LOS ANGELES CAPITAL MANAGEMENT LLC$348.4K6,9610.00%3q-5.3%-$19.7K
Baird Financial Group, Inc.$325.6K6,5060.00%6qHELD
Squarepoint Ops LLC$300.4K6,0030.00%newNEW
Trexquant Investment LP$274.7K5,4880.00%newNEW
DEUTSCHE BANK AG\$263.8K5,2700.00%34q+7.1%+$17.5K
RHUMBLINE ADVISERS$253.0K5,0550.00%17q-2.8%-$7.4K
Byrne Asset Management LLC$228.6K4,5670.12%18q+9.6%+$20.0K
WELLS FARGO & COMPANY/MN$217.0K4,3360.00%31q+43.9%+$66.2K
Kovack Advisors, Inc.$216.8K4,3330.01%3qHELD
CITADEL ADVISORS LLC$208.9K4,1740.00%15q-14.1%-$34.4K
Apeiron RIA LLC$207.6K4,1470.05%3qHELD
Invesco Ltd.$201.4K4,0230.00%3q-1.6%-$3.2K
UBS Group AG$143.0K2,8580.00%31q-14.5%-$24.2K
MetLife Investment Management, LLC$122.6K2,4490.00%6qHELD
CITIGROUP INC$117.6K2,3500.00%18q+419.9%+$95.0K
NEW YORK STATE COMMON RETIREMENT FUND$113.6K2,2700.00%14q-30.6%-$50.1K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$94.5K1,8890.00%9q-1.2%-$1.2K
LOM Asset Management Ltd$91.1K1,8200.02%5q+82.0%+$41.0K
Vanguard Global Advisers, LLC$85.3K1,7050.00%2qHELD
JPMORGAN CHASE & CO$85.3K1,7000.00%31q+5.0%+$4.1K
NewEdge Advisors, LLC$71.0K1,4180.00%newNEW
Clearstead Advisors, LLC$46.2K9230.00%26qHELD
Police & Firemen's Retirement System of New Jersey$46.0K9190.00%5qHELD
FMR LLC$45.6K9120.00%31q+17.5%+$6.8K
BARCLAYS PLC$40.6K8110.00%17q-16.4%-$8.0K
BNP PARIBAS FINANCIAL MARKETS$36.8K7360.00%31q-13.8%-$5.9K
ROYAL BANK OF CANADA$23.0K4660.00%18q+4136.4%+$22.5K
Tower Research Capital LLC (TRC)$18.7K3730.00%18q-29.9%-$8.0K
Legal & General Group Plc$18.3K3660.00%17qHELD
Arax Advisory Partners$18.3K3660.00%2q+6000.0%+$18.0K
MERCER GLOBAL ADVISORS INC /ADV$17.3K3450.00%newNEW
Ameritas Investment Partners, Inc.$15.2K3040.00%17qHELD
HUNTINGTON NATIONAL BANK$7.2K1440.00%15qHELD
Abound Wealth Management$7.1K1420.00%13qHELD
Archer Investment Corp$5.2K1040.00%9q+103.9%+$2.6K
FIFTH THIRD BANCORP$4.8K950.00%2q-5.0%
Sterling Capital Management LLC$4.2K830.00%8q-37.1%-$2.5K
WHITTIER TRUST CO OF NEVADA INC$3.6K750.00%2qHELD
JONES FINANCIAL COMPANIES LLLP$3.2K610.00%newNEW
AdvisorNet Financial, Inc$2.8K550.00%17qHELD
Concord Wealth Partners$2.5K500.00%newNEW
SBI Securities Co., Ltd.$2.1K410.00%7qHELD
Stone House Investment Management, LLC$2.0K400.00%3qHELD
ACADIAN ASSET MANAGEMENT LLC$1.7K34,8360.00%19q-1.7%
NISA INVESTMENT ADVISORS, LLC$1.7K330.00%6qHELD
Integrated Wealth Concepts LLC$1.6K310.00%newNEW
Allworth Financial LP$1.4K270.00%2q+285.7%+$1.0K
Essential Partners LLC$901180.00%5q+125.0%
GAMMA Investing LLC$751150.00%6qHELD
BAYBAN$651130.00%2qHELD
Marquette Asset Management, LLC$601120.00%3qHELD
IFP Advisors, Inc$601120.00%7q+140.0%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$501100.00%2qHELD
ROTHSCHILD INVESTMENT LLC$40080.00%3qHELD
EverSource Wealth Advisors, LLC$40080.00%5q+100.0%
Basecamp Wealth Advisors LLC$20040.00%newFIRST
True Wealth Design, LLC$10120.00%newNEW
Farther Finance Advisors, LLC$10020.00%3q+100.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$5710.00%15qHELD
JPL Wealth Management, LLC$5110.00%2qHELD
Kingdom Financial Group LLC.$2610.00%3qHELD

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202693$105.6M2,109,223931150.0%
Q1 202690$110.0M2,115,8461026220.0%
Q4 202583$102.3M2,086,3021621150.0%
Q3 202573$85.3M2,024,156516200.0%
Q2 202571$90.1M2,034,472820180.0%
Q1 202564$68.1M2,020,316614250.0%
Q4 202459$57.6M1,929,956320170.0%
Q3 202458$56.4M1,990,789423110.0%
Q2 202459$58.0M2,094,723714180.0%
Q1 202452$63.9M2,116,977319130.0%
Q4 202354$81.8M2,240,803120120.0%
Q3 202358$78.7M2,243,831117160.0%
Q2 202357$78.1M2,253,294519150.0%
Q1 202351$112.7M3,124,52832390.0%
Q4 202246$62.6M1,648,768715140.0%
Q3 202254$125.5M2,669,307417170.0%
Q2 202259$102.3M2,699,4661721100.0%
Q1 202245$94.8M2,416,53371590.0%
Q4 202140$90.2M2,484,94247110.0%
Q3 202143$73.5M2,464,89778150.0%
Q2 202141$61.8M2,373,26666200.0%
Q1 202144$61.1M2,450,991212150.0%
Q4 202047$64.5M2,452,874217150.0%
Q3 202046$43.7M2,402,17748240.0%
Q2 202050$59.9M2,569,589314170.0%
Q1 202060$75.6M2,701,956415230.0%
Q4 201971$135.7M2,897,388721200.0%
Q3 201977$182.9M2,862,223821240.0%
Q2 201973$143.6M2,765,8971123250.0%
Q1 201972$106.3M2,781,149719240.0%
Q4 201868$109.8M3,237,8702110.0%