| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | 5% | $10,667,608 | 291,226 | BlackRock, Inc. | 31 Mar 2025 |
As of 30 Sep 2025, 75 institutional investors reported holding 2,088,133 shares of NACCO INDUSTRIES INC - Class A Stock (NC). This represents 36% of the company’s total 5,824,520 outstanding shares.
The largest institutional shareholders of NACCO INDUSTRIES INC - Class A Stock (NC) together control 33% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 6.9% | 400,106 | -0.98% | 0% | $16,868,645 |
| BlackRock, Inc. | 5.4% | 313,986 | -6.6% | 0% | $13,237,671 |
| VANGUARD GROUP INC | 3.7% | 212,956 | -0.09% | 0% | $8,978,225 |
| RENAISSANCE TECHNOLOGIES LLC | 2.9% | 169,518 | -2% | 0.01% | $7,146,879 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.6% | 92,838 | +6.1% | 0% | $3,914,578 |
| Mudita Advisors LLP | 1.6% | 92,520 | 0% | 1.1% | $3,900,643 |
| STATE STREET CORP | 1.4% | 81,028 | +0.43% | 0% | $3,416,140 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1.3% | 76,959 | +2.3% | 0.07% | $3,244,591 |
| Curbstone Financial Management Corp | 0.99% | 57,542 | 0% | 0.47% | $2,425,971 |
| PNC Financial Services Group, Inc. | 0.81% | 47,024 | +1.6% | 0% | $1,982,532 |
| Empowered Funds, LLC | 0.73% | 42,797 | +4.2% | 0.02% | $1,804,322 |
| NORTHERN TRUST CORP | 0.7% | 40,522 | -3.9% | 0% | $1,708,408 |
| AMERICAN CENTURY COMPANIES INC | 0.68% | 39,870 | 0% | 0% | $1,680,919 |
| ACADIAN ASSET MANAGEMENT LLC | 0.64% | 37,124 | +1.5% | 0% | $1,563,000 |
| Bank of New York Mellon Corp | 0.62% | 36,184 | -1.9% | 0% | $1,525,521 |
| CWM, LLC | 0.57% | 33,251 | +0.17% | 0% | $1,402,000 |
| SEGALL BRYANT & HAMILL, LLC | 0.51% | 29,740 | 0% | 0.02% | $1,253,838 |
| M&T Bank Corp | 0.37% | 21,500 | 0% | 0% | $906,440 |
| Prescott Group Capital Management, L.L.C. | 0.35% | 20,105 | 0% | 0.09% | $847,627 |
| Connor, Clark & Lunn Investment Management Ltd. | 0.34% | 19,768 | -0.43% | 0% | $833,419 |
| TWO SIGMA ADVISERS, LP | 0.31% | 18,216 | -5.2% | 0% | $767,987 |
| Penn Mutual Asset Management | 0.3% | 17,578 | -12% | 1.4% | $741,088 |
| RBF Capital, LLC | 0.3% | 17,330 | 0% | 0.03% | $730,633 |
| Ancora Advisors LLC | 0.25% | 14,439 | 0.01% | $608,748 | |
| CITADEL ADVISORS LLC | 0.23% | 13,174 | +88% | 0% | $555,416 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 7,791 | $382,065 | +$73,511 | $49.04 | 8 |
| 2025 Q3 | 2,088,133 | $88,035,229 | -$537,010 | $42.16 | 75 |
| 2025 Q2 | 2,099,009 | $93,005,668 | +$478,257 | $44.31 | 73 |
| 2025 Q1 | 2,089,602 | $70,482,213 | +$2,598,101 | $33.73 | 67 |
| 2024 Q4 | 2,016,208 | $60,122,683 | -$1,092,690 | $29.82 | 63 |
| 2024 Q3 | 2,052,684 | $58,193,496 | -$3,866,341 | $28.35 | 61 |
| 2024 Q2 | 2,178,663 | $60,286,429 | -$5,250,850 | $27.67 | 66 |
| 2024 Q1 | 2,363,178 | $71,368,390 | -$4,997,046 | $30.20 | 58 |
| 2023 Q4 | 2,519,990 | $91,978,616 | -$897,709 | $36.50 | 60 |
| 2023 Q3 | 2,545,370 | $89,267,256 | +$181,193 | $35.07 | 64 |
| 2023 Q2 | 2,563,743 | $88,856,688 | -$15,590,975 | $34.66 | 64 |
| 2023 Q1 | 2,990,682 | $107,915,278 | +$16,135,953 | $36.07 | 63 |
| 2022 Q4 | 2,538,571 | $96,464,039 | -$4,981,257 | $38.00 | 58 |
| 2022 Q3 | 2,669,284 | $125,535,165 | -$878,649 | $47.03 | 54 |
| 2022 Q2 | 2,696,516 | $102,200,608 | +$10,497,660 | $37.90 | 57 |
| 2022 Q1 | 2,416,500 | $94,769,020 | -$1,104,256 | $39.22 | 44 |
| 2021 Q4 | 2,461,851 | $89,340,754 | -$537,181 | $36.29 | 39 |
| 2021 Q3 | 2,464,754 | $73,544,416 | +$2,866,690 | $29.84 | 40 |
| 2021 Q2 | 2,373,190 | $61,797,061 | -$1,951,594 | $26.04 | 40 |
| 2021 Q1 | 2,450,871 | $61,145,495 | -$121,206 | $24.95 | 44 |
| 2020 Q4 | 2,452,593 | $64,506,964 | +$1,114,495 | $26.30 | 45 |
| 2020 Q3 | 2,402,013 | $43,742,601 | -$3,385,027 | $18.21 | 44 |
| 2020 Q2 | 2,569,469 | $59,866,214 | -$3,281,060 | $23.30 | 50 |
| 2020 Q1 | 2,701,251 | $75,581,177 | -$5,407,612 | $27.98 | 58 |
| 2019 Q4 | 2,847,256 | $133,332,568 | -$1,116,871 | $46.83 | 70 |
| 2019 Q3 | 2,852,103 | $182,269,538 | +$5,888,454 | $63.91 | 77 |
| 2019 Q2 | 2,765,842 | $143,618,580 | +$3,681,358 | $51.94 | 72 |
| 2019 Q1 | 2,750,013 | $105,099,003 | -$17,508,513 | $38.22 | 71 |
| 2018 Q4 | 3,194,636 | $108,294,610 | -$2,321,358 | $33.90 | 65 |
| 2018 Q3 | 3,241,928 | $106,136,126 | -$3,144,608 | $32.75 | 71 |
| 2018 Q2 | 3,351,514 | $113,120,577 | -$310,173 | $33.75 | 75 |
| 2018 Q1 | 3,362,306 | $110,451,978 | -$3,676,560 | $32.85 | 71 |
| 2017 Q4 | 3,454,889 | $130,082,742 | -$12,696,507 | $37.65 | 77 |
| 2017 Q3 | 3,519,571 | $302,549,805 | -$4,754,943 | $85.80 | 83 |
| 2017 Q2 | 3,635,795 | $257,588,685 | +$3,486,115 | $70.85 | 85 |
| 2017 Q1 | 3,587,321 | $250,384,300 | +$23,757,812 | $69.80 | 91 |
| 2016 Q4 | 3,507,953 | $317,670,920 | -$6,722,012 | $90.55 | 94 |
| 2016 Q3 | 3,583,041 | $243,497,968 | +$3,185,590 | $67.96 | 95 |
| 2016 Q2 | 3,551,073 | $198,860,008 | +$2,156,392 | $56.00 | 93 |
| 2016 Q1 | 3,501,920 | $200,937,000 | +$9,408,405 | $57.41 | 87 |
| 2015 Q4 | 3,338,222 | $140,874,386 | +$4,282,453 | $42.20 | 74 |
| 2015 Q3 | 3,236,064 | $153,872,269 | -$7,099,921 | $47.55 | 72 |
| 2015 Q2 | 3,374,923 | $205,051,366 | -$6,151,746 | $60.76 | 83 |
| 2015 Q1 | 3,485,098 | $184,742,978 | -$1,642,404 | $52.99 | 75 |
| 2014 Q4 | 3,507,567 | $208,182,116 | -$9,126,333 | $59.36 | 80 |
| 2014 Q3 | 3,715,528 | $184,777,116 | -$5,223,208 | $49.73 | 82 |
| 2014 Q2 | 3,818,871 | $193,228,399 | -$5,885,069 | $50.60 | 89 |
| 2014 Q1 | 3,928,626 | $212,939,577 | -$4,479,418 | $54.21 | 94 |