NACCO INDUSTRIES INC - Class A Stock (NC) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Class A Stock
Symbol
NC on NYSE
Shares outstanding
5,824,520
Price per share
$49.04
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
2,136,470
Total reported value
$104,774,169
% of total 13F portfolios
0%
Share change
+25,383
Value change
+$1,735,785
Number of holders
86
Price from insider filings
$49.04
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of NACCO INDUSTRIES INC - Class A Stock (NC) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 5% $10,667,608 291,226 BlackRock, Inc. 31 Mar 2025

As of 31 Dec 2025, 86 institutional investors reported holding 2,136,470 shares of NACCO INDUSTRIES INC - Class A Stock (NC). This represents 37% of the company’s total 5,824,520 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of NACCO INDUSTRIES INC - Class A Stock (NC) together control 34% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
DIMENSIONAL FUND ADVISORS LP 6.9% 400,210 +0.03% 0% $19,626,297
BlackRock, Inc. 5.4% 314,511 +0.17% 0% $15,423,644
VANGUARD GROUP INC 3.8% 218,947 +2.8% 0% $10,737,161
RENAISSANCE TECHNOLOGIES LLC 2.8% 160,718 -5.2% 0.01% $7,881,611
GEODE CAPITAL MANAGEMENT, LLC 1.6% 95,345 +2.7% 0% $4,677,325
Mudita Advisors LLP 1.6% 92,520 0% 0.98% $4,537,181
STATE STREET CORP 1.4% 81,163 +0.17% 0% $3,980,234
BRIDGEWAY CAPITAL MANAGEMENT, LLC 1.3% 76,959 0% 0.08% $3,774,069
Curbstone Financial Management Corp 0.99% 57,542 0% 0.54% $2,821,860
PNC Financial Services Group, Inc. 0.82% 47,809 +1.7% 0% $2,344,553
Bank of New York Mellon Corp 0.81% 47,047 +30% 0% $2,307,202
Ancora Advisors LLC 0.76% 44,515 +208% 0.05% $2,183,016
AMERICAN CENTURY COMPANIES INC 0.67% 39,188 -1.7% 0% $1,921,780
NORTHERN TRUST CORP 0.65% 37,982 -6.3% 0% $1,862,637
ACADIAN ASSET MANAGEMENT LLC 0.58% 33,968 -8.5% 0% $1,663,000
CWM, LLC 0.57% 33,272 +0.06% 0% $1,632,000
SEGALL BRYANT & HAMILL, LLC 0.51% 29,563 -0.6% 0.02% $1,449,770
Saber Capital Managment, LLC 0.39% 22,851 0% 0.96% $1,120,613
M&T Bank Corp 0.37% 21,500 0% 0% $1,054,360
Russell Investments Group, Ltd. 0.37% 21,281 +943% 0% $1,043,619
Prescott Group Capital Management, L.L.C. 0.35% 20,105 0% 0.09% $985,949
Connor, Clark & Lunn Investment Management Ltd. 0.34% 19,695 -0.37% 0% $965,843
TWO SIGMA ADVISERS, LP 0.31% 18,316 +0.55% 0% $898,217
RBF Capital, LLC 0.3% 17,230 -0.58% 0.04% $844,959
TWO SIGMA INVESTMENTS, LP 0.27% 15,666 +22% 0% $768,261

Institutional Holders of NACCO INDUSTRIES INC - Class A Stock (NC) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 2,136,470 $104,774,169 +$1,735,785 $49.04 86
2025 Q3 2,088,138 $88,035,440 -$537,010 $42.16 76
2025 Q2 2,099,009 $93,005,668 +$478,257 $44.31 73
2025 Q1 2,089,602 $70,482,213 +$2,598,101 $33.73 67
2024 Q4 2,016,208 $60,122,683 -$1,092,690 $29.82 63
2024 Q3 2,052,684 $58,193,496 -$3,866,341 $28.35 61
2024 Q2 2,178,663 $60,286,429 -$5,250,850 $27.67 66
2024 Q1 2,363,178 $71,368,390 -$4,997,046 $30.20 58
2023 Q4 2,519,990 $91,978,616 -$897,709 $36.50 60
2023 Q3 2,545,370 $89,267,256 +$181,193 $35.07 64
2023 Q2 2,563,743 $88,856,688 -$15,590,975 $34.66 64
2023 Q1 2,990,682 $107,915,278 +$16,135,953 $36.07 63
2022 Q4 2,538,571 $96,464,039 -$4,981,257 $38.00 58
2022 Q3 2,669,284 $125,535,165 -$878,649 $47.03 54
2022 Q2 2,696,516 $102,200,608 +$10,497,660 $37.90 57
2022 Q1 2,416,500 $94,769,020 -$1,104,256 $39.22 44
2021 Q4 2,461,851 $89,340,754 -$537,181 $36.29 39
2021 Q3 2,464,754 $73,544,416 +$2,866,690 $29.84 40
2021 Q2 2,373,190 $61,797,061 -$1,951,594 $26.04 40
2021 Q1 2,450,871 $61,145,495 -$121,206 $24.95 44
2020 Q4 2,452,593 $64,506,964 +$1,114,495 $26.30 45
2020 Q3 2,402,013 $43,742,601 -$3,385,027 $18.21 44
2020 Q2 2,569,469 $59,866,214 -$3,281,060 $23.30 50
2020 Q1 2,701,251 $75,581,177 -$5,407,612 $27.98 58
2019 Q4 2,847,256 $133,332,568 -$1,116,871 $46.83 70
2019 Q3 2,852,103 $182,269,538 +$5,888,454 $63.91 77
2019 Q2 2,765,842 $143,618,580 +$3,681,358 $51.94 72
2019 Q1 2,750,013 $105,099,003 -$17,508,513 $38.22 71
2018 Q4 3,194,636 $108,294,610 -$2,321,358 $33.90 65
2018 Q3 3,241,928 $106,136,126 -$3,144,608 $32.75 71
2018 Q2 3,351,514 $113,120,577 -$310,173 $33.75 75
2018 Q1 3,362,306 $110,451,978 -$3,676,560 $32.85 71
2017 Q4 3,454,889 $130,082,742 -$12,696,507 $37.65 77
2017 Q3 3,519,571 $302,549,805 -$4,754,943 $85.80 83
2017 Q2 3,635,795 $257,588,685 +$3,486,115 $70.85 85
2017 Q1 3,587,321 $250,384,300 +$23,757,812 $69.80 91
2016 Q4 3,507,953 $317,670,920 -$6,722,012 $90.55 94
2016 Q3 3,583,041 $243,497,968 +$3,185,590 $67.96 95
2016 Q2 3,551,073 $198,860,008 +$2,156,392 $56.00 93
2016 Q1 3,501,920 $200,937,000 +$9,408,405 $57.41 87
2015 Q4 3,338,222 $140,874,386 +$4,282,453 $42.20 74
2015 Q3 3,236,064 $153,872,269 -$7,099,921 $47.55 72
2015 Q2 3,374,923 $205,051,366 -$6,151,746 $60.76 83
2015 Q1 3,485,098 $184,742,978 -$1,642,404 $52.99 75
2014 Q4 3,507,567 $208,182,116 -$9,126,333 $59.36 80
2014 Q3 3,715,528 $184,777,116 -$5,223,208 $49.73 82
2014 Q2 3,818,871 $193,228,399 -$5,885,069 $50.60 89
2014 Q1 3,928,626 $212,939,577 -$4,479,418 $54.21 94