Nacco Industries Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 399.81 K | $20.78 M | -0.10% | 5.34% |
| BLACKROCK, INC. | 05/13/2026 | 309.87 K | $16.10 M | -1.48% | 4.14% |
| VANGUARD CAPITAL MANAGEMENT LLC | 05/15/2026 | 169.96 K | $8.83 M | 100.00% | 2.27% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 154.52 K | $8.03 M | -3.86% | 2.07% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 97.85 K | $5.09 M | 2.63% | 1.31% |
| MUDITA ADVISORS LLP | 05/14/2026 | 92.52 K | $4.81 M | 0.00% | 1.24% |
| STATE STREET CORP | 05/15/2026 | 83.26 K | $4.33 M | 2.59% | 1.11% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2026 | 76.96 K | $4.00 M | 0.00% | 1.03% |
| CURBSTONE FINANCIAL MANAGEMENT CORP | 04/15/2026 | 57.54 K | $2.99 M | 0.00% | 0.77% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/08/2026 | 48.41 K | $2.52 M | 1.26% | 0.65% |
| ANCORA ADVISORS, LLC | 05/15/2026 | 47.56 K | $2.47 M | 6.84% | 0.64% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 46.14 K | $2.40 M | -1.93% | 0.62% |
| EMPOWERED FUNDS, LLC | 06/16/2026 | 42.80 K | $2.22 M | 0.00% | 0.57% |
| NORTHERN TRUST CORP | 05/14/2026 | 39.91 K | $2.07 M | 5.07% | 0.53% |
| AMERICAN CENTURY COMPANIES INC | 05/15/2026 | 39.19 K | $2.04 M | 0.00% | 0.52% |
| ACADIAN ASSET MANAGEMENT LLC | 05/13/2026 | 35.45 K | $1.84 M | 4.37% | 0.47% |
| CWM, LLC | 05/14/2026 | 33.33 K | $1.73 M | 0.17% | 0.45% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 32.38 K | $1.68 M | 106.67% | 0.43% |
| SEGALL BRYANT & HAMILL, LLC | 05/22/2026 | 29.52 K | $1.53 M | -0.16% | 0.39% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 27.13 K | $1.41 M | 100.00% | 0.36% |
| RUSSELL INVESTMENTS GROUP, LTD. | 05/08/2026 | 25.95 K | $1.35 M | 21.95% | 0.35% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 05/08/2026 | 23.06 K | $1.20 M | 100.00% | 0.31% |
| SABER CAPITAL MANAGMENT, LLC | 05/06/2026 | 20.63 K | $1.07 M | -9.73% | 0.28% |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 05/07/2026 | 20.09 K | $1.04 M | -0.05% | 0.27% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 05/11/2026 | 19.95 K | $1.04 M | 1.28% | 0.27% |
| RBF CAPITAL, LLC | 05/18/2026 | 17.23 K | $895.44 K | 0.00% | 0.23% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 12.80 K | $665.32 K | 38.39% | 0.17% |
| NUVEEN, LLC | 04/30/2026 | 12.67 K | $658.36 K | 0.90% | 0.17% |
| JOHNSON INVESTMENT COUNSEL INC | 05/04/2026 | 10.90 K | $566.32 K | -1.30% | 0.15% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 10.81 K | $561.64 K | -7.36% | 0.14% |
| STRS OHIO | 04/24/2026 | 10.30 K | $535.29 K | 0.00% | 0.14% |
| MORGAN STANLEY | 05/15/2026 | 8.10 K | $421.15 K | -25.21% | 0.11% |
| EXCHANGE TRADED CONCEPTS, LLC | 04/15/2026 | 7.84 K | $407.45 K | 82.71% | 0.10% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 05/08/2026 | 7.35 K | $382.19 K | 195.94% | 0.10% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 6.51 K | $338.12 K | 0.00% | 0.09% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 6.03 K | $313.12 K | 31.58% | 0.08% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 5.95 K | $309.22 K | -49.79% | 0.08% |
| RHUMBLINE ADVISERS | 05/12/2026 | 5.20 K | $270.39 K | -1.29% | 0.07% |
| DEUTSCHE BANK AG\ | 05/06/2026 | 4.92 K | $255.69 K | 602.86% | 0.07% |
| CITADEL ADVISORS LLC | 05/15/2026 | 4.86 K | $252.63 K | -22.01% | 0.07% |
| KOVACK ADVISORS, INC. | 05/13/2026 | 4.33 K | $224.77 K | 3.82% | 0.06% |
| BYRNE ASSET MANAGEMENT LLC | 04/02/2026 | 4.17 K | $216.56 K | 30.22% | 0.06% |
| APEIRON RIA LLC | 04/27/2026 | 4.15 K | $215.52 K | 0.00% | 0.06% |
| INVESCO LTD. | 05/12/2026 | 4.09 K | $212.40 K | -15.23% | 0.05% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 3.94 K | $204.76 K | 1.94% | 0.05% |
| UBS GROUP AG | 05/05/2026 | 3.34 K | $173.63 K | 31.64% | 0.04% |
| NEW YORK STATE COMMON RETIREMENT FUND | 05/06/2026 | 3.27 K | $169.94 K | -35.87% | 0.04% |
| METLIFE INVESTMENT MANAGEMENT, LLC | 05/14/2026 | 2.45 K | $127.28 K | 0.00% | 0.03% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 05/15/2026 | 1.91 K | $99.37 K | 1.81% | 0.03% |
| VANGUARD GLOBAL ADVISERS, LLC | 05/08/2026 | 1.71 K | $88.61 K | 100.00% | 0.02% |
Nacco Industries Inc. institutional Ownership - FAQ's
During the previous two years, 47 institutional investors and hedge funds held shares of Nacco Industries Inc.. The most heavily invested institutionals were:
Root Financial Partners, LLC: 0
BANK OF AMERICA CORP /DE/: 0
Covestor Ltd: 0
MAI Capital Management: 0
Optiver Holding B.V.: 0
Curbstone Financial Management Corp: 0
28.75% of Nacco Industries Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 1.26 M shares in the last 24 months. This purchase volume represents approximately $64.60 M in transactions.