NACCO INDUSTRIES-CL A (NC) Institutional Shareholders

NACCO INDUSTRIES-CL A (NC) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $105.14M in NC holdings during the latest filing period.

Dimensional Fund Advisors Lp is currently the largest disclosed institutional shareholder of NC tracked by InsiderSet, reporting ownership valued at approximately $20.78M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $18.95M, representing an estimated loss of -8.79% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 73% of the total disclosed NC value among the investors covered in this analysis. Major shareholders include Dimensional Fund Advisors Lp, Blackrock, Inc., Vanguard Capital Management Llc, and several other long-term asset managers with concentrated positions in NACCO INDUSTRIES-CL A (NC).

This page ranks the largest institutional NC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

88

Total Reported Value

$105.14M

Largest Holder

Dimensional Fund Advisors Lp

Largest Position

$20.78M

Insider Transactions (90d)

12

Latest Filing Quarter

Q2 2026

New Institutional Positions

100

Funds Exiting Positions

0

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NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Dimensional Fund Advisors Lp0.00%399,808$20,778,044$18,950,899-$1,827,145-8.79%
Blackrock, Inc.0.00%309,869$16,103,919$14,687,791-$1,416,128-8.79%
Vanguard Capital Management Llc0.00%169,962$8,832,925$8,056,199-$776,726-8.79%
Renaissance Technologies LLCJim Simons0.01%154,518$8,030,300$7,324,153-$706,147-8.79%
Geode Capital Management, Llc0.00%97,854$5,087,260$4,638,280-$448,980-8.83%
Mudita Advisors Llp0.98%92,520$4,808,265$4,385,448-$422,817-8.79%
State Street Corp0.00%83,263$4,327,178$3,946,666-$380,512-8.79%
Bridgeway Capital Management, Llc0.08%76,959$3,999,559$3,647,857-$351,702-8.79%
Pnc Financial Services Group, Inc.0.00%48,413$2,516,024$2,294,776-$221,248-8.79%
Ancora Advisors Llc0.05%47,559$2,471,641$2,254,297-$217,344-8.79%
Bank Of New York Mellon Corp0.00%46,139$2,397,857$2,186,989-$210,868-8.79%
Empowered Funds, Llc0.01%42,797$2,224,160$2,028,578-$195,582-8.79%
Northern Trust Corp0.00%39,907$2,073,968$1,891,592-$182,376-8.79%
American Century Companies Inc0.00%39,188$2,036,600$1,857,511-$179,089-8.79%
Cwm, Llc0.00%33,327$1,732,010$1,579,700-$152,310-8.79%
Two Sigma Investments, Lp0.00%32,377$1,682,633$1,534,670-$147,963-8.79%
Vanguard Fiduciary Trust Co0.00%27,129$1,409,894$1,285,915-$123,979-8.79%
Russell Investments Group, Ltd.0.00%25,953$1,348,785$1,230,172-$118,613-8.79%
Vanguard Portfolio Management Llc0.00%23,064$1,198,636$1,093,234-$105,402-8.79%
Prescott Group Capital Management, L.L.C.0.10%20,094$1,044,285$952,456-$91,829-8.79%
Connor, Clark & Lunn Investment Management Ltd.0.00%19,948$1,036,698$945,535-$91,163-8.79%
Saber Capital Managment, Llc0.74%20,626$1,032,331$977,672-$54,659-5.29%
Rbf Capital, Llc0.05%17,230$895,443$816,702-$78,741-8.79%
Goldman Sachs Group Inc0.00%12,802$665,320$606,815-$58,505-8.79%
Nuveen, Llc0.00%12,668$658,356$600,463-$57,893-8.79%
Charles Schwab Investment Management Inc0.00%10,807$561,640$512,252-$49,388-8.79%
Strs Ohio0.00%11,200$560,560$530,880-$29,680-5.29%
Johnson Investment Counsel Inc0.00%10,897$545,395$516,518-$28,877-5.29%
Morgan Stanley0.00%8,102$421,146$384,035-$37,111-8.81%
Los Angeles Capital Management Llc0.00%7,354$382,186$348,580-$33,606-8.79%
Baird Financial Group, Inc.0.00%6,506$338,117$308,384-$29,733-8.79%
Aqr Capital Management Llc0.00%6,024$313,068$285,538-$27,530-8.79%
Millennium Management Llc0.00%5,950$309,222$282,030-$27,192-8.79%
Exchange Traded Concepts, Llc0.00%5,560$278,278$263,544-$14,734-5.29%
Rhumbline Advisers0.00%5,203$270,393$246,622-$23,771-8.79%
Deutsche Bank Ag\0.00%4,920$255,692$233,208-$22,484-8.79%
Citadel Advisors Llc0.00%4,861$252,626$230,411-$22,215-8.79%
Byrne Asset Management Llc0.12%4,567$228,578$216,476-$12,102-5.29%
Kovack Advisors, Inc.0.01%4,333$216,844$205,384-$11,460-5.28%
Invesco Ltd.0.00%4,087$212,402$193,724-$18,678-8.79%
Apeiron Ria Llc0.05%4,147$207,557$196,568-$10,989-5.29%
Bank Of America Corp0.00%3,940$204,762$186,756-$18,006-8.79%
Ubs Group Ag0.00%3,341$173,632$158,363-$15,269-8.79%
Metlife Investment Management, Llc0.00%2,449$127,275$116,083-$11,192-8.79%
Citigroup Inc0.00%2,350$117,617$111,390-$6,227-5.29%
New York State Common Retirement Fund0.00%2,270$113,614$107,598-$6,016-5.30%
Mirae Asset Global Etfs Holdings Ltd.0.00%1,912$99,367$90,629-$8,738-8.79%
Vanguard Global Advisers, Llc0.00%1,705$88,609$80,817-$7,792-8.79%
Wells Fargo & Company/Mn0.00%1,507$78,307$71,432-$6,875-8.78%
Lom Asset Management Ltd0.01%1,000$51,970$47,400-$4,570-8.79%

Frequently asked questions about NC

  • Who owns the most NC stock?

    The largest holders of NC are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for NACCO INDUSTRIES-CL A (NC).

  • Is NC widely held by superinvestors?

    Many widely followed stocks like NC appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly NC is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.