Nacco Industries Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 400.21 K | $19.63 M | 0.03% | 5.37% |
| BLACKROCK, INC. | 02/12/2026 | 314.51 K | $15.42 M | 0.17% | 4.22% |
| VANGUARD GROUP INC | 01/29/2026 | 218.95 K | $10.74 M | 2.81% | 2.94% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 160.72 K | $7.88 M | -5.19% | 2.16% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 95.35 K | $4.68 M | 2.70% | 1.28% |
| MUDITA ADVISORS LLP | 02/13/2026 | 92.52 K | $4.54 M | 0.00% | 1.24% |
| STATE STREET CORP | 02/13/2026 | 81.16 K | $3.98 M | 0.17% | 1.09% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/17/2026 | 76.96 K | $3.77 M | 0.00% | 1.03% |
| CURBSTONE FINANCIAL MANAGEMENT CORP | 01/23/2026 | 57.54 K | $2.82 M | 0.00% | 0.77% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 47.81 K | $2.34 M | 1.67% | 0.64% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 47.05 K | $2.31 M | 30.02% | 0.63% |
| ANCORA ADVISORS, LLC | 02/17/2026 | 44.52 K | $2.18 M | 208.30% | 0.60% |
| EMPOWERED FUNDS, LLC | 02/11/2026 | 42.80 K | $2.10 M | 0.00% | 0.57% |
| AMERICAN CENTURY COMPANIES INC | 02/13/2026 | 39.19 K | $1.92 M | -1.71% | 0.53% |
| NORTHERN TRUST CORP | 02/17/2026 | 37.98 K | $1.86 M | -6.27% | 0.51% |
| ACADIAN ASSET MANAGEMENT LLC | 02/10/2026 | 33.97 K | $1.66 M | -8.50% | 0.46% |
| CWM, LLC | 01/26/2026 | 33.27 K | $1.63 M | 0.06% | 0.45% |
| SEGALL BRYANT & HAMILL, LLC | 02/13/2026 | 29.56 K | $1.45 M | -0.60% | 0.40% |
| SABER CAPITAL MANAGMENT, LLC | 02/13/2026 | 22.85 K | $1.12 M | 100.00% | 0.31% |
| M&T BANK CORP | 01/30/2026 | 21.50 K | $1.05 M | 0.00% | 0.29% |
| RUSSELL INVESTMENTS GROUP, LTD. | 02/17/2026 | 21.28 K | $1.04 M | 943.19% | 0.29% |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 02/06/2026 | 20.11 K | $985.95 K | 0.00% | 0.27% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 02/10/2026 | 19.70 K | $965.84 K | -0.37% | 0.26% |
| TWO SIGMA ADVISERS, LP | 02/17/2026 | 18.32 K | $898.22 K | 0.55% | 0.25% |
| RBF CAPITAL, LLC | 02/17/2026 | 17.23 K | $844.96 K | -0.58% | 0.23% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 15.67 K | $768.26 K | 22.24% | 0.21% |
| NUVEEN, LLC | 02/12/2026 | 12.56 K | $615.70 K | 0.00% | 0.17% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 11.85 K | $581.17 K | 85.35% | 0.16% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 11.67 K | $572.10 K | 0.00% | 0.16% |
| JOHNSON INVESTMENT COUNSEL INC | 02/13/2026 | 11.04 K | $541.40 K | -8.38% | 0.15% |
| MORGAN STANLEY | 02/13/2026 | 10.83 K | $531.29 K | 12.73% | 0.15% |
| STRS OHIO | 02/02/2026 | 10.30 K | $505.11 K | 100.00% | 0.14% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 9.25 K | $453.67 K | 100.00% | 0.12% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 6.51 K | $319.05 K | 0.00% | 0.09% |
| BARCLAYS PLC | 02/13/2026 | 6.41 K | $314.15 K | 10.60% | 0.09% |
| CITADEL ADVISORS LLC | 02/17/2026 | 6.23 K | $305.67 K | -52.69% | 0.08% |
| JPMORGAN CHASE & CO | 02/11/2026 | 5.52 K | $270.46 K | -15.97% | 0.07% |
| RHUMBLINE ADVISERS | 02/13/2026 | 5.27 K | $258.48 K | -13.89% | 0.07% |
| NEW YORK STATE COMMON RETIREMENT FUND | 02/12/2026 | 5.10 K | $250.06 K | 0.00% | 0.07% |
| INVESCO LTD. | 02/19/2026 | 4.82 K | $236.42 K | 100.00% | 0.06% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 4.58 K | $224.55 K | 100.00% | 0.06% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 4.52 K | $221.82 K | -2.88% | 0.06% |
| EXCHANGE TRADED CONCEPTS, LLC | 01/14/2026 | 4.29 K | $210.43 K | -6.00% | 0.06% |
| KOVACK ADVISORS, INC. | 02/17/2026 | 4.17 K | $204.37 K | 100.00% | 0.06% |
| APEIRON RIA LLC | 02/03/2026 | 4.15 K | $223.32 K | 100.00% | 0.06% |
| TOROSO INVESTMENTS, LLC | 02/13/2026 | 4.12 K | $202.19 K | 100.00% | 0.06% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 3.87 K | $189.54 K | 19.03% | 0.05% |
| BYRNE ASSET MANAGEMENT LLC | 01/12/2026 | 3.20 K | $156.93 K | 120.69% | 0.04% |
| UBS GROUP AG | 01/29/2026 | 2.54 K | $124.46 K | -30.43% | 0.03% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 02/11/2026 | 2.49 K | $104.52 K | 100.00% | 0.03% |
Nacco Industries Inc. institutional Ownership - FAQ's
During the previous two years, 133 institutional investors and hedge funds held shares of Nacco Industries Inc.. The most heavily invested institutionals were:
DIMENSIONAL FUND ADVISORS LP: 399,808
Curbstone Financial Management Corp: 57,542
PNC FINANCIAL SERVICES GROUP, INC.: 48,413
Bank of New York Mellon Corp: 46,139
VANGUARD FIDUCIARY TRUST CO: 27,129
Russell Investments Group, Ltd.: 25,953
29.24% of Nacco Industries Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 3.21 M shares in the last 24 months. This purchase volume represents approximately $164.79 M in transactions.