Security Snapshot

NACCO INDUSTRIES INC - Class A Stock (NC) Institutional Ownership

CUSIP: 629579103

13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026

Latest Period

Q2 2026

Institutions Reporting

92

Shares (Excl. Options)

2,126,176

Price

$50.05

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+7,953
Value change
+$280,183
Number of holders
92
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
5,824,520
SEC-reported price per share
$48.55
Insider filing price
$48.55
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • NC - NACCO INDUSTRIES INC - Class A Stock is tracked under CUSIP 629579103.
  • 92 institutions reported positions in Q2 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 92 to 92 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $111,798,096 to $106,415,261.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 92 institutions filings for Q2 2026.

Open SEC evidence

Security key

629579103

Latest holder period

Q2 2026

13F holders

92

13D/G owners

1

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
1
Security
NC
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 Jun 2026, 92 institutional investors reported holding 2,126,176 shares of NACCO INDUSTRIES INC - Class A Stock (NC). This represents 37% of the company’s total 5,824,520 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
34%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
DIMENSIONAL FUND ADVISORS LP 6.9% 401,084 +0.32% 0% $20,074,317
BlackRock, Inc. 5.5% 320,068 +3.3% 0% $16,019,404
VANGUARD CAPITAL MANAGEMENT LLC 2.9% 166,517 -2% 0% $8,334,176
RENAISSANCE TECHNOLOGIES LLC 2.5% 147,818 -4.3% 0.01% $7,398,291
GEODE CAPITAL MANAGEMENT, LLC 1.8% 104,689 +7% 0% $5,241,525
Mudita Advisors LLP 1.6% 92,520 0% 0.96% $4,630,626
STATE STREET CORP 1.4% 83,669 +0.49% 0% $4,187,633
BRIDGEWAY CAPITAL MANAGEMENT, LLC 1.3% 76,959 0% 0.07% $3,851,798
Ancora Advisors LLC 0.96% 55,903 +18% 0.05% $2,797,945
PNC Financial Services Group, Inc. 0.84% 48,990 +1.2% 0% $2,451,950
Bank of New York Mellon Corp 0.79% 46,267 +0.28% 0% $2,315,639
Empowered Funds, LLC 0.73% 42,797 0% 0.01% $2,141,990
NORTHERN TRUST CORP 0.73% 42,398 +6.2% 0% $2,122,020
Russell Investments Group, Ltd. 0.67% 39,303 +51% 0% $1,967,155
AMERICAN CENTURY COMPANIES INC 0.67% 38,982 -0.53% 0% $1,951,049
TWO SIGMA INVESTMENTS, LP 0.64% 37,290 +15% 0% $1,866,364
ACADIAN ASSET MANAGEMENT LLC 0.6% 34,836 -1.7% 0% $1,742,000
SEGALL BRYANT & HAMILL, LLC 0.51% 29,463 -0.18% 0.02% $1,474,623
VANGUARD FIDUCIARY TRUST CO 0.5% 29,059 +7.1% 0% $1,454,403
VANGUARD PORTFOLIO MANAGEMENT LLC 0.47% 27,448 +19% 0% $1,373,772
Saber Capital Managment, LLC 0.35% 20,626 -0.01% 0.74% $1,032,331
Prescott Group Capital Management, L.L.C. 0.34% 20,094 0% 0.09% $1,005,705
Connor, Clark & Lunn Investment Management Ltd. 0.34% 19,867 -0.41% 0% $994,343
GOLDMAN SACHS GROUP INC 0.3% 17,625 +38% 0% $882,131
RBF Capital, LLC 0.3% 17,230 0% 0.04% $862,362

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
50
Latest
Q2 2026
Rows shown
1-25 of 50
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 2,126,176 $106,415,261 +$280,183 $50.05 92
2026 Q1 2,151,202 $111,798,096 +$756,917 $51.97 92
2025 Q4 2,136,478 $104,774,561 +$1,735,834 $49.04 87
2025 Q3 2,088,138 $88,035,440 -$537,010 $42.16 76
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
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