North American Construction NOA Institutional Ownership

NYSE NOA

$11.22 -0.29 (-2.52%)

At close: Oct 22, 2026 · 4:00 PM EDT

Institutions by Trading Activity

72 Institutions

Increased 45 62.5%

Unchanged 9 12.5%

Reduced 18 25.0%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

57.13%

▼-2.11 pp QoQ

Shares Held by Institutions

16.37Mn

of 28.66Mn outstanding

▼-3.56% QoQ

Shares Outstanding

28.66Mn

12.28Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▼-5 vs prior quarter

Net Shares Added (QoQ)

-604.69K

distributed since last quarter

Value of Holdings

$183.70Mn

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

Updated Oct 11, 2026

North American Construction Group Ltd. (NYSE:NOA) was reported as a holding by 72 institutional investors in 13F filings for the quarter ended June 30, 2026.

Together they owned 57.13% of the outstanding stock in Q2 2026, down from 59.24% a quarter earlier.
Total holdings of NOA shares fell 3.56% from Q1 2026, and the holder count fell 4.00% from Q2 2025.
Looking at the 72 holders of NOA individually, 45 added to their positions, 18 reduced their stakes and 9 left their positions unchanged.
Combined, institutional investors held 16.37Mn shares of NOA as of Q2 2026, down 604.69K from the prior quarter and down 73.02K from a year earlier.
Claret Asset Management Corp held the largest position in NOA at 2.04Mn shares as of June 30, 2026, or 7.11% of shares outstanding.
Among existing holders, the largest additions to North American Construction in Q2 2026 came from Morgan Stanley (+574.67K shares), Arrowstreet Capital, Limited Partnership (+269.63K shares), Simcoe Capital LLC (+232.34K shares), Goldman Sachs Group Inc (+190.51K shares) and CenterBook Partners LP (+138.74K shares).
The biggest cuts to NOA positions during Q2 2026 came from Bank of Montreal (-1.47Mn shares), Bastion Asset Management Inc. (-187.76K shares), Marshall Wace, LLP (-180.93K shares), Cannell Capital LLC (-179.04K shares) and CIBC Asset Management Inc (-107.26K shares).
According to Business Quant data, the leading holders of NOA for Q2 2026 were Claret Asset Management Corp (2.04Mn shares), Bank of Montreal (1.42Mn shares), National Bank of Canada (1.4Mn shares), CIBC Asset Management Inc (1.35Mn shares), Aegis Financial Corp (1.04Mn shares), Cannell Capital LLC (783.69K shares), Morgan Stanley (766.61K shares), Arrowstreet Capital, Limited Partnership (672.04K shares), American Century Companies Inc (635.09K shares) and Connor, Clark & Lunn Investment Management Ltd. (604.4K shares).

Form 13F Holdings

72 Institutional Holders

Report period 30 Jun, 2026

Total shares held 16.37Mn

Of outstanding 57.13%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Claret Asset Management Corp	0001735513	2,036,893	7.11%	▼10,550	-0.52%	$27.09K
2	Bank Of Montreal /Can/	0000927971	1,420,790	4.96%	▼1,470,906	-50.87%	$18.87Mn
3	NATIONAL BANK OF CANADA /FI/	0000926171	1,396,384	4.87%	▲44,419	+3.29%	$18.56Mn
4	CIBC Asset Management Inc	0001021926	1,354,606	4.73%	▼107,262	-7.34%	$18.17Mn
5	AEGIS FINANCIAL CORP	0001140753	1,038,177	3.62%	0	0.00%	$13.80Mn
6	CANNELL CAPITAL LLC	0001058854	783,691	2.73%	▼179,040	-18.60%	$10.42Mn
7	Morgan Stanley	0000895421	766,612	2.68%	▲574,673	+299.40%	$10.20Mn
8	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0001164508	672,043	2.35%	▲269,630	+67.00%	$8.93Mn
9	AMERICAN CENTURY COMPANIES INC	0000748054	635,087	2.22%	▲43,178	+7.29%	$8.45Mn
10	Connor, Clark & Lunn Investment Management Ltd.	0001596800	604,396	2.11%	▲16,956	+2.89%	$8.03Mn
11	Goldman Sachs Group Inc	0000886982	442,851	1.55%	▲190,512	+75.50%	$5.89Mn
12	TWO SIGMA INVESTMENTS, LP	0001179392	411,820	1.44%	▲98,947	+31.63%	$5.48Mn
13	Simcoe Capital LLC	0002109203	393,867	1.37%	▲232,337	+143.84%	$5.24Mn
14	D. E. Shaw & Co., Inc.	0001009207	382,900	1.34%	▲111,300	+40.98%	$5.09Mn
15	TD Waterhouse Canada Inc.	0001999606	329,224	1.15%	▲3,737	+1.15%	$4.25Mn
16	DIMENSIONAL FUND ADVISORS LP	0000354204	269,536	0.94%	▲69,288	+34.60%	$3.58Mn
17	RENAISSANCE TECHNOLOGIES LLC	0001037389	247,000	0.86%	▼6,500	-2.56%	$3.29Mn
18	INTACT INVESTMENT MANAGEMENT INC.	0001443077	244,300	0.85%	▲36,300	+17.45%	$3.25Mn
19	Clearbridge Investments, LLC	0001348883	244,091	0.85%	▼2,133	-0.87%	$3.25Mn
20	Quadrature Capital Ltd	0001651424	236,300	0.82%	▲101,156	+74.85%	$3.14Mn

Showing 1 to 20 of 72 holders