Who Owns NACCO Industries, Inc. (NC)?Hedge Fund & Institutional Holders

$51.29-2.96 (-5.46%)EnergyNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.8000000700000047e+201T

% of Float Held

9.121788237514464e+196%

QoQ Change in Holders

+10 / -2

Price History

$25.49$33.86$42.24$50.61$58.99Sep 24Jun 25Mar 26

NC — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Ancora Advisors LLCIncreased+30K+$1.4B
DIMENSIONAL FUND ADVISORS LPIncreased+104+$1.1B
STRS OHIONew Position+10K+$505.0M
Invesco Ltd.New Position+5K+$234.0M
Apeiron RIA LLCNew Position+4K+$223.0M
Byrne Asset Management LLCNew Position+3K+$156.0M
PNC FINANCIAL SERVICES GROUP, INC.Increased+785+$17.5M
Archer Investment CorpNew Position+51+$2.0M
Concord Wealth PartnersNew Position+50+$2.0M
SBI Securities Co., Ltd.New Position+41+$2.0M
CWM, LLCNew Position+33K+$1.6M
COMERICA BANKIncreased+36+$1.1M
VANGUARD GROUP INCIncreased+6K+$1.0M
Bank of New York Mellon CorpNew Position+47K+$1.0M
Saber Capital Managment, LLCNew Position+23K+$1.0M

NC — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
M&T BANK CORPDecreased-21K-$903.4M
Connor, Clark & Lunn Investment Management Ltd.Decreased-73-$833.4M
Penn Mutual Asset ManagementClosed Position-18K-$741.1M
RBF Capital, LLCDecreased-100-$730.6M
NORTHERN TRUST CORPDecreased-3K-$708.4M
AMERICAN CENTURY COMPANIES INCDecreased-682-$680.9M
CITADEL ADVISORS LLCDecreased-7K-$555.4M
JPMORGAN CHASE & CODecreased-1K-$275.0M
RHUMBLINE ADVISERSDecreased-850-$258.1M
JANE STREET GROUP, LLCClosed Position-5K-$204.4M
WELLS FARGO & COMPANY/MNDecreased-134-$196.3M
DEUTSCHE BANK AG\Decreased-4K-$187.0M
RENAISSANCE TECHNOLOGIES LLCDecreased-9K-$146.9M
UBS Group AGDecreased-1K-$30.8M
Tower Research Capital LLC (TRC)Decreased-93-$13.9M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1DIMENSIONAL FUND ADVISORS LP386,112$18.0B0.00%Share
2RENAISSANCE TECHNOLOGIES LLC160,718$7.0B0.01%Share
3Mudita Advisors LLP92,520$4.5B0.98%Share
4BRIDGEWAY CAPITAL MANAGEMENT, LLC76,959$3.0B0.06%Share
5PNC FINANCIAL SERVICES GROUP, INC.47,809$2.0B0.00%Share
6Ancora Advisors LLC44,515$2.0B0.04%Share
7SEGALL BRYANT & HAMILL, LLC29,563$1.4B0.02%Share
8NORTHERN TRUST CORP36,995$1.0B0.00%Share
9AMERICAN CENTURY COMPANIES INC39,188$1.0B0.00%Share
10STRS OHIO10,300$505.0M0.00%Share
11Apeiron RIA LLC4,147$223.0M0.05%Share
12EXCHANGE TRADED CONCEPTS, LLC4,291$210.0M0.00%Share
13Invesco Ltd.3,321$162.0M0.00%Share
14Byrne Asset Management LLC3,200$156.0M0.09%Share
15UBS Group AG2,036$99.0M0.00%Share
16Invesco Ltd.973$47.0M0.00%Share
17Invesco Ltd.527$25.0M0.00%Share
18UBS Group AG493$24.0M0.00%Share
19VANGUARD GROUP INC190,097$9.0M0.00%Share
20Abound Wealth Management142$6.0M0.00%Share
21BlackRock, Inc.137,701$6.0M0.00%Share
22BlackRock, Inc.129,857$6.0M0.00%Share
23COMERICA BANK81$3.0M0.00%Share
24STATE STREET CORP81,163$3.0M0.00%Share
25M&T BANK CORP385$3.0M0.00%Share
26Curbstone Financial Management Corp57,542$2.8M0.54%Share
27Empowered Funds, LLC42,797$2.0M0.02%Share
28Archer Investment Corp51$2.0M0.00%Share
29Concord Wealth Partners50$2.0M0.00%Share
30SBI Securities Co., Ltd.41$2.0M0.00%Share
31Optiver Holding B.V.48$2.0M0.00%Share
32AdvisorNet Financial, Inc55$2.0M0.00%Share
33CWM, LLC33,272$1.6M0.00%Share
34VANGUARD GROUP INC27,145$1.0M0.00%Share
35Bank of New York Mellon Corp40,515$1.0M0.00%Share
36Saber Capital Managment, LLC22,851$1.0M0.84%Share
37NISA INVESTMENT ADVISORS, LLC33$1.0M0.00%Share
38BlackRock, Inc.23,848$1.0M0.00%Share
39ACADIAN ASSET MANAGEMENT LLC33,968$1.0M0.00%Share
40LOM Asset Management Ltd1,000$49K0.01%Share
41NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO124$15K0.00%Share
42GEODE CAPITAL MANAGEMENT, LLC81,224$3K0.00%Share
43Covestor Ltd41$2K0.00%Share
44Stone House Investment Management, LLC40$1K0.00%Share
45Nuveen, LLC12,333$00.00%Share
46LOS ANGELES CAPITAL MANAGEMENT LLC2,485$00.00%Share
47RBF Capital, LLC17,230$00.00%Share
48AQR CAPITAL MANAGEMENT LLC4,479$00.00%Share
49AQR CAPITAL MANAGEMENT LLC28$00.00%Share
50AQR CAPITAL MANAGEMENT LLC62$00.00%Share

NC Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202586$41.5B+22
Q3 202564$49.9B+2
Q2 202562$48.8B-6
Q1 202568$54.7B+6
Q4 202462$1.1T+7
Q3 202455$2.4T-4
Q2 202459$2.7T+7
Q1 202452$2.5T—

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As of Q4 2025, 50 institutional investors hold NC (NACCO Industries, Inc.). The largest holder is DIMENSIONAL FUND ADVISORS LP with $18.0B in shares. This quarter, 10 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own NC?

As of Q4 2025, 50 institutional investors report holding NC (NACCO Industries, Inc.) in their 13F filings.

Who is the largest institutional holder of NC?

The largest institutional holder of NC is DIMENSIONAL FUND ADVISORS LP with $18.0B in shares.

Is institutional ownership of NC increasing or decreasing?

This quarter, 10 institutions opened new positions in NC and 2 closed their positions.