Nacco Industries Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 401.08 K | $20.07 M | 0.32% | 5.32% |
| BLACKROCK, INC. | 08/07/2026 | 320.07 K | $16.02 M | 3.29% | 4.24% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 166.52 K | $8.33 M | -2.03% | 2.21% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 147.82 K | $7.40 M | -4.34% | 1.96% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 104.69 K | $5.24 M | 6.98% | 1.39% |
| MUDITA ADVISORS LLP | 08/13/2026 | 92.52 K | $4.63 M | 0.00% | 1.23% |
| STATE STREET CORP | 09/22/2026 | 83.67 K | $4.19 M | 0.49% | 1.11% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2026 | 76.96 K | $3.85 M | 0.00% | 1.02% |
| ANCORA ADVISORS, LLC | 08/14/2026 | 55.90 K | $2.80 M | 17.54% | 0.74% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/07/2026 | 48.99 K | $2.45 M | 1.19% | 0.65% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 46.27 K | $2.32 M | 0.28% | 0.61% |
| EMPOWERED FUNDS, LLC | 08/17/2026 | 42.80 K | $2.14 M | 0.00% | 0.57% |
| NORTHERN TRUST CORP | 08/13/2026 | 42.40 K | $2.12 M | 6.24% | 0.56% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/06/2026 | 39.30 K | $1.97 M | 51.44% | 0.52% |
| AMERICAN CENTURY COMPANIES INC | 08/12/2026 | 38.98 K | $1.95 M | -0.53% | 0.52% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 37.29 K | $1.87 M | 15.17% | 0.49% |
| ACADIAN ASSET MANAGEMENT LLC | 08/13/2026 | 34.84 K | $1.74 M | -1.74% | 0.46% |
| SEGALL BRYANT & HAMILL, LLC | 08/12/2026 | 29.46 K | $1.47 M | -0.18% | 0.39% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 29.06 K | $1.45 M | 7.11% | 0.39% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 27.45 K | $1.37 M | 19.01% | 0.36% |
| SABER CAPITAL MANAGMENT, LLC | 07/27/2026 | 20.63 K | $1.03 M | -0.01% | 0.27% |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 08/07/2026 | 20.09 K | $1.01 M | 0.00% | 0.27% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 08/13/2026 | 19.87 K | $994.34 K | -0.41% | 0.26% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 17.63 K | $882.13 K | 37.67% | 0.23% |
| RBF CAPITAL, LLC | 08/14/2026 | 17.23 K | $862.36 K | 0.00% | 0.23% |
| NUVEEN, LLC | 08/11/2026 | 12.67 K | $634.03 K | 0.00% | 0.17% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 11.93 K | $596.90 K | 10.35% | 0.16% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 11.93 K | $596.90 K | 100.00% | 0.16% |
| STRS OHIO | 07/30/2026 | 11.20 K | $560.56 K | 8.74% | 0.15% |
| JOHNSON INVESTMENT COUNSEL INC | 07/23/2026 | 10.90 K | $545.40 K | 0.00% | 0.14% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 9.59 K | $480.13 K | 59.22% | 0.13% |
| MORGAN STANLEY | 08/13/2026 | 8.43 K | $421.74 K | 3.99% | 0.11% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 7.87 K | $393.94 K | 32.29% | 0.10% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 08/13/2026 | 6.96 K | $348.40 K | -5.34% | 0.09% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 6.51 K | $325.63 K | 0.00% | 0.09% |
| SQUAREPOINT OPS LLC | 08/14/2026 | 6.00 K | $300.45 K | 100.00% | 0.08% |
| EXCHANGE TRADED CONCEPTS, LLC | 08/11/2026 | 5.56 K | $278.28 K | -29.08% | 0.07% |
| TREXQUANT INVESTMENT LP | 08/14/2026 | 5.49 K | $274.67 K | 100.00% | 0.07% |
| DEUTSCHE BANK AG\ | 08/07/2026 | 5.27 K | $263.76 K | 7.11% | 0.07% |
| RHUMBLINE ADVISERS | 08/12/2026 | 5.06 K | $253.00 K | -2.84% | 0.07% |
| BYRNE ASSET MANAGEMENT LLC | 07/07/2026 | 4.57 K | $228.58 K | 9.60% | 0.06% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 4.34 K | $217.01 K | 187.72% | 0.06% |
| KOVACK ADVISORS, INC. | 07/29/2026 | 4.33 K | $216.84 K | 0.16% | 0.06% |
| CITADEL ADVISORS LLC | 09/02/2026 | 4.17 K | $208.91 K | -14.13% | 0.06% |
| APEIRON RIA LLC | 07/16/2026 | 4.15 K | $207.56 K | 0.00% | 0.06% |
| INVESCO LTD. | 08/14/2026 | 4.02 K | $201.35 K | -1.57% | 0.05% |
| UBS GROUP AG | 08/13/2026 | 2.86 K | $143.04 K | -14.46% | 0.04% |
| METLIFE INVESTMENT MANAGEMENT, LLC | 08/14/2026 | 2.45 K | $122.57 K | 0.00% | 0.03% |
| CITIGROUP INC | 08/03/2026 | 2.35 K | $117.62 K | 419.91% | 0.03% |
| NEW YORK STATE COMMON RETIREMENT FUND | 07/29/2026 | 2.27 K | $113.61 K | -30.58% | 0.03% |
Nacco Industries Inc. institutional Ownership - FAQ's
During the previous two years, 141 institutional investors and hedge funds held shares of Nacco Industries Inc.. The most heavily invested institutionals were:
Apeiron RIA LLC: 0
DIMENSIONAL FUND ADVISORS LP: 401,084
BlackRock, Inc.: 320,068
VANGUARD CAPITAL MANAGEMENT LLC: 166,517
RENAISSANCE TECHNOLOGIES LLC: 147,818
GEODE CAPITAL MANAGEMENT, LLC: 104,689
28.35% of Nacco Industries Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 3.39 M shares in the last 24 months. This purchase volume represents approximately $174.09 M in transactions.