NACCO Industries, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 418,006 | $12.46 M | -2.85% | 5.72% |
| BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 348,644 | $10.40 M | -0.93% | 4.77% |
| VANGUARD GROUP INC | 02/11/2025 | 213,754 | $6.37 M | 0.27% | 2.92% |
| RENAISSANCE TECHNOLOGIES LLC | 02/13/2025 | 181,418 | $5.41 M | -10.16% | 2.48% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 86,635 | $2.58 M | 0.91% | 1.18% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/14/2025 | 72,059 | $2.15 M | -20.59% | 0.99% |
| CURBSTONE FINANCIAL MANAGEMENT CORP | 01/22/2025 | 57,542 | $1.72 M | 0.00% | 0.79% |
| AMERICAN CENTURY COMPANIES INC | 02/11/2025 | 40,997 | $1.22 M | -0.73% | 0.56% |
| BANK OF NEW YORK MELLON CORP | 02/04/2025 | 37,287 | $1.11 M | -19.04% | 0.51% |
| EMPOWERED FUNDS, LLC | 01/28/2025 | 36,444 | $1.09 M | 4.94% | 0.50% |
| ACADIAN ASSET MANAGEMENT LLC | 02/11/2025 | 36,328 | $1.08 M | 0.00% | 0.50% |
| CWM, LLC | 02/04/2025 | 33,767 | $1.01 M | 0.23% | 0.46% |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 02/21/2025 | 26,203 | $781,373 | -23.05% | 0.36% |
| TWO SIGMA ADVISERS, LP | 02/14/2025 | 21,316 | $635,643 | 3.40% | 0.29% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 02/10/2025 | 19,079 | $568,936 | 2.27% | 0.26% |
| MILLENNIUM MANAGEMENT LLC | 02/14/2025 | 19,021 | $567,206 | -39.94% | 0.26% |
| TWO SIGMA INVESTMENTS, LP | 02/14/2025 | 18,749 | $559,095 | -21.91% | 0.26% |
| RBF CAPITAL, LLC | 02/14/2025 | 17,330 | $516,781 | -4.08% | 0.24% |
| JPMORGAN CHASE & CO | 02/12/2025 | 16,325 | $486,812 | 97.57% | 0.22% |
| GSA CAPITAL PARTNERS LLP | 02/07/2025 | 16,017 | $478,000 | 100.00% | 0.22% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/07/2025 | 15,683 | $467,667 | 0.00% | 0.21% |
| GOLDMAN SACHS GROUP INC | 02/11/2025 | 13,781 | $410,949 | 24.98% | 0.19% |
| PENN MUTUAL ASSET MANAGEMENT, LLC | 02/14/2025 | 13,535 | $403,614 | 100.00% | 0.19% |
| NUVEEN ASSET MANAGEMENT, LLC | 02/14/2025 | 13,194 | $393,445 | 0.00% | 0.18% |
| JOHNSON INVESTMENT COUNSEL INC | 02/07/2025 | 12,742 | $379,966 | 0.00% | 0.17% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 11,674 | $348,119 | 0.00% | 0.16% |
| TREXQUANT INVESTMENT LP | 02/12/2025 | 9,443 | $281,590 | 100.00% | 0.13% |
| NEW YORK STATE COMMON RETIREMENT FUND | 01/31/2025 | 8,535 | $255,000 | 0.00% | 0.12% |
| BARCLAYS PLC | 02/13/2025 | 7,771 | $232,000 | 10.95% | 0.11% |
| RHUMBLINE ADVISERS | 01/30/2025 | 6,213 | $185,263 | 4.25% | 0.09% |
| UBS GROUP AG | 02/14/2025 | 4,663 | $139,051 | -3.24% | 0.06% |
| CITIGROUP INC | 02/12/2025 | 3,201 | $95,454 | 5.47% | 0.04% |
| WELLS FARGO & COMPANY/MN | 02/13/2025 | 2,503 | $74,652 | 18.68% | 0.03% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 02/14/2025 | 2,392 | $71,329 | 3.28% | 0.03% |
| COREBRIDGE FINANCIAL, INC. | 02/11/2025 | 2,024 | $60,356 | -7.03% | 0.03% |
| NEWEDGE ADVISORS, LLC | 02/13/2025 | 1,919 | $57,225 | 0.05% | 0.03% |
| EXCHANGE TRADED CONCEPTS, LLC | 01/21/2025 | 1,807 | $53,885 | -1.15% | 0.02% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 02/13/2025 | 1,225 | $36,529 | 232.88% | 0.02% |
| BNP PARIBAS ARBITRAGE, SNC | 02/14/2025 | 1,151 | $34,323 | 20.02% | 0.02% |
| CLEARSTEAD ADVISORS, LLC | 02/10/2025 | 922 | $27,495 | 0.00% | 0.01% |
| BYRNE ASSET MANAGEMENT LLC | 01/28/2025 | 660 | $19,681 | 11.86% | 0.01% |
| FMR LLC | 02/13/2025 | 655 | $19,542 | 105.33% | 0.01% |
| ROYAL BANK OF CANADA | 02/14/2025 | 542 | $16,000 | 10.16% | 0.01% |
| DEUTSCHE BANK AG\ | 02/14/2025 | 359 | $10,705 | -88.30% | 0.00% |
| LEGAL & GENERAL GROUP PLC | 02/13/2025 | 307 | $9,155 | 0.00% | 0.00% |
| AMERITAS INVESTMENT PARTNERS, INC. | 02/13/2025 | 304 | $9,065 | 0.00% | 0.00% |
| ABOUND WEALTH MANAGEMENT | 01/13/2025 | 142 | $4,231 | 0.00% | 0.00% |
| AMALGAMATED BANK | 02/04/2025 | 141 | $4,000 | 0.00% | 0.00% |
| STERLING CAPITAL MANAGEMENT LLC | 02/13/2025 | 138 | $4,115 | 961.54% | 0.00% |
| RUSSELL INVESTMENTS GROUP, LTD. | 02/13/2025 | 91 | $2,714 | 152.78% | 0.00% |
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NACCO Industries, Inc. institutional Ownership - FAQ's
During the previous two years, 94 institutional investors and hedge funds held shares of NACCO Industries, Inc.. The most heavily invested institutionals were:
DIMENSIONAL FUND ADVISORS LP: 418,006
BlackRock Funding, Inc. /DE: 348,644
VANGUARD GROUP INC: 213,754
RENAISSANCE TECHNOLOGIES LLC: 181,418
GEODE CAPITAL MANAGEMENT, LLC: 86,635
BRIDGEWAY CAPITAL MANAGEMENT, LLC: 72,059
27.57% of NACCO Industries, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 2.82 M shares in the last 24 months. This purchase volume represents approximately $88.44 M in transactions.