Nacco Industries NC Institutional Ownership

NYSE NC

$39.76 -0.70 (-1.73%)

As of: Sep 10, 2026 · 3:59 PM EDT

Institutions by Trading Activity

94 Institutions

Increased 45 47.9%

Unchanged 28 29.8%

Reduced 21 22.3%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

28.35%

▼-0.22 pp QoQ

Shares Held by Institutions

2.14Mn

of 7.54Mn outstanding

▲+4.66% QoQ

Shares Outstanding

7.54Mn

5.40Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▲+2 vs prior quarter

Net Shares Added (QoQ)

+95.28K

accumulated since last quarter

Value of Holdings

$89.75Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Nacco Industries Inc (NYSE:NC) has 94 institutional investors with active 13F positions as of June 2026.

Their combined ownership stood at 28.4% of outstanding shares in June 2026, down from 28.6% in March 2026.
They increased total shares held in NC by 4.66% quarter over quarter, and investors in Nacco Industries increased 28.77% from a year ago.
Activity in NC broke down as 45 buyers, 21 sellers, and 28 unchanged among 94 total holders.
Combined, these investors held 2.14Mn shares in NC for June 2026, up by 95.28K shares quarter on quarter, and up 30.77K shares year over year.
DIMENSIONAL FUND ADVISORS LP holds the largest position in NC at 401.08K shares as of June 30, 2026, or 5.32% of shares outstanding.
Leading buyers of Nacco Industries shares for the quarter ending June 2026 were SEGALL BRYANT & HAMILL, LLC (29.46K), Russell Investments Group, Ltd. (13.35K), Sixth Street Partners Management Company, L.P. (11.93K), BlackRock, Inc. (10.2K), Ancora Advisors LLC (8.34K).
Leading sellers of Nacco Industries shares for the quarter ending June 2026 were RBF Capital, LLC (17.23K), RENAISSANCE TECHNOLOGIES LLC (6.7K), VANGUARD CAPITAL MANAGEMENT LLC (3.44K), EXCHANGE TRADED CONCEPTS, LLC (2.28K), NEW YORK STATE COMMON RETIREMENT FUND (1.0K).
According to Business Quant data, leading holders of NC for June 2026 are DIMENSIONAL FUND ADVISORS LP (401.08K), BlackRock, Inc. (320.07K), VANGUARD CAPITAL MANAGEMENT LLC (166.52K), RENAISSANCE TECHNOLOGIES LLC (147.82K), GEODE CAPITAL MANAGEMENT, LLC (104.69K), Mudita Advisors LLP (92.52K), State Street Corp (83.67K), BRIDGEWAY CAPITAL MANAGEMENT, LLC (76.96K), Ancora Advisors LLC (55.9K), Pnc Financial Services Group, Inc. (48.99K).

Form 13F Holdings

94 Institutional Holders

Report period 30 Jun, 2026

Total shares held 2.14Mn

Of outstanding 28.35%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	DIMENSIONAL FUND ADVISORS LP	0000354204	401,084	5.32%	▲1,276	+0.32%	$20.07Mn
2	BlackRock, Inc.	0002012383	320,068	4.24%	▲10,199	+3.29%	$16.02Mn
3	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	166,517	2.21%	▼3,445	-2.03%	$8.33Mn
4	RENAISSANCE TECHNOLOGIES LLC	0001037389	147,818	1.96%	▼6,700	-4.34%	$7.40Mn
5	GEODE CAPITAL MANAGEMENT, LLC	0001214717	104,689	1.39%	▲6,835	+6.98%	$5.24Mn
6	Mudita Advisors LLP	0001907809	92,520	1.23%	0	0.00%	$4.63Mn
7	State Street Corp	0000093751	83,669	1.11%	▲406	+0.49%	$4.19Mn
8	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0001107261	76,959	1.02%	0	0.00%	$3.85Mn
9	Ancora Advisors LLC	0001446114	55,903	0.74%	▲8,344	+17.54%	$2.80Mn
10	Pnc Financial Services Group, Inc.	0000713676	48,990	0.65%	▲577	+1.19%	$2.45Mn
11	Bank of New York Mellon Corp	0001390777	46,267	0.61%	▲128	+0.28%	$2.32Mn
12	Empowered Funds, LLC	0001592828	42,797	0.57%	0	0.00%	$2.14Mn
13	Northern Trust Corp	0000073124	42,398	0.56%	▲2,491	+6.24%	$2.12Mn
14	Russell Investments Group, Ltd.	0001692234	39,303	0.52%	▲13,350	+51.44%	$1.97Mn
15	AMERICAN CENTURY COMPANIES INC	0000748054	38,982	0.52%	▼206	-0.53%	$1.95Mn
16	TWO SIGMA INVESTMENTS, LP	0001179392	37,290	0.49%	▲4,913	+15.17%	$1.87Mn
17	ACADIAN ASSET MANAGEMENT LLC	0000916542	34,836	0.46%	▼618	-1.74%	$1.74K
18	SEGALL BRYANT & HAMILL, LLC	0001006378	29,463	0.39%	▲29,463	0.00%	$1.47Mn
19	VANGUARD FIDUCIARY TRUST CO	0000933478	29,059	0.39%	▲1,930	+7.11%	$1.45Mn
20	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	27,448	0.36%	▲4,384	+19.01%	$1.37Mn

Showing 1 to 20 of 94 holders