NACCO Industries, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 400.11 K | $16.87 M | -0.98% | 5.37% |
| BLACKROCK, INC. | 11/12/2025 | 313.99 K | $13.24 M | -6.56% | 4.22% |
| VANGUARD GROUP INC | 11/07/2025 | 212.96 K | $8.98 M | -0.09% | 2.86% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 169.52 K | $7.15 M | -1.97% | 2.28% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 92.84 K | $3.91 M | 6.13% | 1.25% |
| MUDITA ADVISORS LLP | 11/13/2025 | 92.52 K | $3.90 M | 0.00% | 1.24% |
| STATE STREET CORP | 11/14/2025 | 81.03 K | $3.42 M | 0.43% | 1.09% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2025 | 76.96 K | $3.24 M | 2.29% | 1.03% |
| CURBSTONE FINANCIAL MANAGEMENT CORP | 10/15/2025 | 57.54 K | $2.43 M | 0.00% | 0.77% |
| PNC FINANCIAL SERVICES GROUP, INC. | 11/07/2025 | 47.02 K | $1.98 M | 1.64% | 0.63% |
| EMPOWERED FUNDS, LLC | 11/13/2025 | 42.80 K | $1.80 M | 4.19% | 0.57% |
| NORTHERN TRUST CORP | 11/14/2025 | 40.52 K | $1.71 M | -3.92% | 0.54% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2025 | 39.87 K | $1.68 M | 0.00% | 0.54% |
| ACADIAN ASSET MANAGEMENT LLC | 11/13/2025 | 37.12 K | $1.56 M | 1.48% | 0.50% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 36.18 K | $1.53 M | -1.85% | 0.49% |
| CWM, LLC | 10/15/2025 | 33.25 K | $1.40 M | 0.17% | 0.45% |
| SEGALL BRYANT & HAMILL, LLC | 11/12/2025 | 29.74 K | $1.25 M | 0.00% | 0.40% |
| M&T BANK CORP | 11/14/2025 | 21.50 K | $906.44 K | 0.00% | 0.29% |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 11/06/2025 | 20.11 K | $847.63 K | 0.00% | 0.27% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 11/13/2025 | 19.77 K | $833.42 K | -0.43% | 0.27% |
| TWO SIGMA ADVISERS, LP | 11/14/2025 | 18.22 K | $767.99 K | -5.20% | 0.24% |
| PENN MUTUAL ASSET MANAGEMENT, LLC | 12/03/2025 | 17.58 K | $741.09 K | -12.45% | 0.24% |
| RBF CAPITAL, LLC | 11/14/2025 | 17.33 K | $730.63 K | 0.00% | 0.23% |
| ANCORA ADVISORS, LLC | 11/14/2025 | 14.44 K | $608.75 K | 100.00% | 0.19% |
| CITADEL ADVISORS LLC | 11/14/2025 | 13.17 K | $555.42 K | 88.42% | 0.18% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 12.82 K | $540.32 K | -17.31% | 0.17% |
| NUVEEN, LLC | 11/12/2025 | 12.56 K | $529.32 K | 0.00% | 0.17% |
| JOHNSON INVESTMENT COUNSEL INC | 11/06/2025 | 12.05 K | $508.03 K | -5.43% | 0.16% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 11.67 K | $491.84 K | 0.00% | 0.16% |
| MORGAN STANLEY | 11/14/2025 | 9.61 K | $405.22 K | -24.77% | 0.13% |
| JPMORGAN CHASE & CO | 11/26/2025 | 6.56 K | $276.70 K | 12.28% | 0.09% |
| BAIRD FINANCIAL GROUP, INC. | 11/13/2025 | 6.51 K | $274.29 K | 0.00% | 0.09% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 6.39 K | $269.57 K | -18.60% | 0.09% |
| RHUMBLINE ADVISERS | 11/06/2025 | 6.12 K | $258.06 K | -17.89% | 0.08% |
| BARCLAYS PLC | 11/12/2025 | 5.79 K | $244.19 K | -31.16% | 0.08% |
| INSPIRE ADVISORS, LLC | 10/29/2025 | 5.64 K | $237.74 K | 100.00% | 0.08% |
| NEW YORK STATE COMMON RETIREMENT FUND | 11/03/2025 | 5.10 K | $214.97 K | 0.00% | 0.07% |
| JANE STREET GROUP, LLC | 11/14/2025 | 4.85 K | $204.39 K | 100.00% | 0.07% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 4.66 K | $196.33 K | 27.28% | 0.06% |
| EXCHANGE TRADED CONCEPTS, LLC | 10/14/2025 | 4.57 K | $192.46 K | 51.56% | 0.06% |
| DEUTSCHE BANK AG\ | 11/13/2025 | 4.44 K | $186.98 K | 533.57% | 0.06% |
| UBS GROUP AG | 11/13/2025 | 3.65 K | $153.80 K | 0.03% | 0.05% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 3.25 K | $136.89 K | -8.51% | 0.04% |
| METLIFE INVESTMENT MANAGEMENT, LLC | 11/13/2025 | 2.45 K | $103.25 K | 0.00% | 0.03% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2025 | 2.04 K | $86.02 K | 1,788.89% | 0.03% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 11/14/2025 | 1.83 K | $77.32 K | -19.81% | 0.02% |
| BYRNE ASSET MANAGEMENT LLC | 10/22/2025 | 1.45 K | $61.13 K | -3.59% | 0.02% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 1.42 K | $59.78 K | -26.07% | 0.02% |
| LOM ASSET MANAGEMENT LTD | 11/12/2025 | 1.00 K | $42.00 K | 0.00% | 0.01% |
| CLEARSTEAD ADVISORS, LLC | 11/10/2025 | 922 | $38.87 K | 0.00% | 0.01% |
NACCO Industries, Inc. institutional Ownership - FAQ's
During the previous two years, 114 institutional investors and hedge funds held shares of NACCO Industries, Inc.. The most heavily invested institutionals were:
DIMENSIONAL FUND ADVISORS LP: 400,106
BlackRock, Inc.: 313,986
VANGUARD GROUP INC: 212,956
RENAISSANCE TECHNOLOGIES LLC: 169,518
GEODE CAPITAL MANAGEMENT, LLC: 92,838
Mudita Advisors LLP: 92,520
28.05% of NACCO Industries, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 3.08 M shares in the last 24 months. This purchase volume represents approximately $127.77 M in transactions.