NACCO INDUSTRIES-CL A NC

US Materials Bituminous Coal & Lignite Surface Mining
$48.40
-0.3%
52w: $35.32 – $58.84

Latest 13F among current holders filed 11 days ago (Jun 24, 2026)

Price — last 12 months

research preview data
35.3247.0858.84
Jun 20, 2025 Jul 2, 2026
Institutional holders
94
+7 QoQ
13F value
$111.8M
+5.9% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
0
Q1 2026

Institutional value by quarter

$82.1M
Q1 2024
$60.4M
Q2 2024
$58.4M
Q3 2024
$60.1M
Q4 2024
$70.5M
Q1 2025
$93.2M
Q2 2025
$88.3M
Q3 2025
$105.6M
Q4 2025
$111.8M
Q1 2026

Number of holders

60
Q1 2024
68
Q2 2024
63
Q3 2024
64
Q4 2024
69
Q1 2025
76
Q2 2025
77
Q3 2025
87
Q4 2025
94
Q1 2026

Who owns NC?

Q1 2026 filings
FundTypeSharesValue% of fundChange
DIMENSIONAL FUND ADVISORS LP Quant stat arb399.8K$20.8M0.0%-0.1%
BlackRock, Inc. Index provider309.9K$16.1M0.0%-1.5%
VANGUARD CAPITAL MANAGEMENT LLC Diversified mechanical170.0K$8.8M0.0%
RENAISSANCE TECHNOLOGIES LLC Quant stat arb154.5K$8.0M0.0%-3.9%
GEODE CAPITAL MANAGEMENT, LLC Index provider97.9K$5.1M0.0%+2.6%
Mudita Advisors LLP ★3Fundamental concentrated92.5K$4.8M1.0%Held
STATE STREET CORP Index provider83.3K$4.3M0.0%+2.6%
BRIDGEWAY CAPITAL MANAGEMENT, LLC Diversified mechanical77.0K$4.0M0.1%Held
Curbstone Financial Management Corp Wealth advisor57.5K$3.0M0.6%Held
PNC FINANCIAL SERVICES GROUP, INC. Diversified mechanical48.4K$2.5M0.0%+1.3%
Ancora Advisors LLC Diversified mechanical47.6K$2.5M0.1%+6.8%
Bank of New York Mellon Corp Diversified mechanical46.1K$2.4M0.0%-1.9%
Empowered Funds, LLC Diversified mechanical42.8K$2.2M0.0%New
NORTHERN TRUST CORP Index provider39.9K$2.1M0.0%+5.1%
AMERICAN CENTURY COMPANIES INC Diversified mechanical39.2K$2.0M0.0%Held
ACADIAN ASSET MANAGEMENT LLC Quant stat arb35.5K$1.8M0.0%+4.4%
CWM, LLC Wealth advisor33.3K$1.7M0.0%+0.2%
TWO SIGMA INVESTMENTS, LP Quant stat arb32.4K$1.7M0.0%+106.7%
SEGALL BRYANT & HAMILL, LLC Other29.5K$1.5M0.0%-0.2%
VANGUARD FIDUCIARY TRUST CO Diversified mechanical27.1K$1.4M0.0%
Russell Investments Group, Ltd. Diversified mechanical26.0K$1.3M0.0%+22.0%
VANGUARD PORTFOLIO MANAGEMENT LLC Diversified mechanical23.1K$1.2M0.0%
Saber Capital Managment, LLC ★3Fundamental concentrated20.6K$1.1M0.8%-9.7%
Prescott Group Capital Management, L.L.C. Other20.1K$1.0M0.1%-0.1%
Connor, Clark & Lunn Investment Management Ltd. Diversified mechanical19.9K$1.0M0.0%+1.3%
RBF Capital, LLC Other17.2K$895K0.0%-50.0%
GOLDMAN SACHS GROUP INC Bank broker12.8K$665K0.0%+38.4%
Nuveen, LLC Diversified mechanical12.7K$658K0.0%+0.9%
JOHNSON INVESTMENT COUNSEL INC Other10.9K$566K0.0%-1.3%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Index provider10.8K$562K0.0%-7.4%
STRS OHIO Diversified mechanical10.3K$535K0.0%Held
MORGAN STANLEY Bank broker8.1K$421K0.0%-25.2%
EXCHANGE TRADED CONCEPTS, LLC Index provider7.8K$407K0.0%+82.7%
LOS ANGELES CAPITAL MANAGEMENT LLC Diversified mechanical7.4K$382K0.0%+195.9%
Baird Financial Group, Inc. Diversified mechanical6.5K$338K0.0%Held
AQR CAPITAL MANAGEMENT LLC Quant stat arb6.0K$313K0.0%+31.6%
MILLENNIUM MANAGEMENT LLC Multistrat pod6.0K$309K0.0%-49.8%
RHUMBLINE ADVISERS Diversified mechanical5.2K$270K0.0%-1.3%
DEUTSCHE BANK AG\ Bank broker4.9K$256K0.0%+602.9%
CITADEL ADVISORS LLC Multistrat pod4.9K$253K0.0%-22.0%
Kovack Advisors, Inc. Other4.3K$225K0.0%+3.8%
Byrne Asset Management LLC Other4.2K$217K0.1%+30.2%
Apeiron RIA LLC Wealth advisor4.1K$216K0.0%Held
Invesco Ltd. Index provider4.1K$212K0.0%-15.2%
BANK OF AMERICA CORP /DE/ Bank broker3.9K$205K0.0%+1.9%
UBS Group AG Bank broker3.3K$174K0.0%+31.6%
NEW YORK STATE COMMON RETIREMENT FUND Diversified mechanical3.3K$170K0.0%-35.9%
MetLife Investment Management, LLC Insurance2.4K$127K0.0%Held
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Index provider1.9K$99K0.0%+1.8%
Vanguard Global Advisers, LLC Diversified mechanical1.7K$89K0.0%

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