Nacco Industries Inc (NC) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

7,449,357Shares Outstanding

353,634Shares held by institutions

$20,514,308Value of institutional holdings

29.40%Institutional ownership %

6.40%Shares Changed QoQ

84No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Recent 13F filings as of December 2025 show that 84 institutional investors hold a position in Nacco Industries Inc (NYSE:NC).

Nacco Industries saw its institutional ownership percentage rose to 29.4% in December 2025 from 28.0% in September 2025.
The company experienced a 6.40% quarterly change in institutional shares held, alongside an increase of 33.33% in total owners annually.
A review of institutional activity for Nacco Industries shows 40 of 84 filers increasing their positions, while 18 reduced their stake, and 26 remained unchanged.
The total number of shares held by institutions in Nacco Industries increased to 2.19Mn as of December 2025, a net change of up by 131.68K shares quarter on quarter, and up 175.92K shares year over year.
DIMENSIONAL FUND ADVISORS LP's holding of 400.21K shares as of December 31, 2025 makes it the primary institutional investor in Nacco Industries, owning 5.37% of the stock.
Among the most significant buyers of Nacco Industries during December 2025 were Ancora Advisors LLC (30.08K), Saber Capital Managment, LLC (22.85K), Russell Investments Group, Ltd. (19.24K), RBF Capital, LLC (17.13K), Bank of New York Mellon Corp (10.86K).
Leading sellers of Nacco Industries stock in December 2025 included RENAISSANCE TECHNOLOGIES LLC (8.80K), CITADEL ADVISORS LLC (6.94K), DEUTSCHE BANK AG\ (3.73K), ACADIAN ASSET MANAGEMENT LLC (3.16K), NORTHERN TRUST CORP (2.54K).
The top 10 institutional holders of Nacco Industries for the quarter ending December 2025 included DIMENSIONAL FUND ADVISORS LP (400.21K), BlackRock, Inc. (314.51K), VANGUARD GROUP INC (218.95K), RENAISSANCE TECHNOLOGIES LLC (160.72K), GEODE CAPITAL MANAGEMENT, LLC (95.34K), Mudita Advisors LLP (92.52K), STATE STREET CORP (81.16K), BRIDGEWAY CAPITAL MANAGEMENT, LLC (76.96K), Curbstone Financial Management Corp (57.54K), PNC FINANCIAL SERVICES GROUP, INC. (47.81K).

84 Institutional Holders

353,634 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	400,210	104	0.03%	$19,626,297.00
BlackRock, Inc.	31 Dec, 2025	314,511	525	0.17%	$15,423,644.00
VANGUARD GROUP INC	31 Dec, 2025	218,947	5,991	2.81%	$10,737,161.00
RENAISSANCE TECHNOLOGIES LLC	31 Dec, 2025	160,718	-8,800	-5.19%	$7,881,611.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	95,345	2,507	2.70%	$4,677,325.00
Mudita Advisors LLP	31 Dec, 2025	92,520	0	0.00%	$4,537,181.00
STATE STREET CORP	31 Dec, 2025	81,163	135	0.17%	$3,980,234.00
BRIDGEWAY CAPITAL MANAGEMENT, LLC	31 Dec, 2025	76,959	0	0.00%	$3,774,069.00
Curbstone Financial Management Corp	31 Dec, 2025	57,542	0	0.00%	$2,821,860.00
PNC FINANCIAL SERVICES GROUP, INC.	31 Dec, 2025	47,809	785	1.67%	$2,344,553.00
Bank of New York Mellon Corp	31 Dec, 2025	47,047	10,863	30.02%	$2,307,202.00
Ancora Advisors LLC	31 Dec, 2025	44,515	30,076	208.30%	$2,183,016.00
Empowered Funds, LLC	31 Dec, 2025	42,797	0	0.00%	$2,098,765.00
AMERICAN CENTURY COMPANIES INC	31 Dec, 2025	39,188	-682	-1.71%	$1,921,780.00
NORTHERN TRUST CORP	31 Dec, 2025	37,982	-2,540	-6.27%	$1,862,637.00
RBF Capital, LLC	31 Dec, 2025	34,460	17,130	98.85%	$1,689,918.00
ACADIAN ASSET MANAGEMENT LLC	31 Dec, 2025	33,968	-3,156	-8.50%	$1,663.00
CWM, LLC	31 Dec, 2025	33,272	21	0.06%	$1,632.00
SEGALL BRYANT & HAMILL, LLC	31 Dec, 2025	29,563	-177	-0.60%	$1,449,770.00
Saber Capital Managment, LLC	31 Dec, 2025	22,851	22,851	0.00%	$1,120,613.00

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