NC Institutional Ownership & Shareholders
NACCO INDUSTRIES-CL A (NC) is currently held by 87 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $107.59M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Dimensional Fund Advisors Lp is currently the largest disclosed institutional shareholder of NC tracked by InsiderSet, reporting ownership valued at approximately $20.07M in its June 30, 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 $14.05M, representing an estimated loss of -29.99% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 70% 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
87
Total Reported Value
$107.59M
Largest Holder
Dimensional Fund Advisors Lp
Largest Position
$20.07M
Insider Transactions (90d)
13
Latest Filing Quarter
Q2 2026
New Institutional Positions
106
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Dimensional Fund Advisors Lp | 0.00% | 401,084 | $20,074,317 | $14,053,983 | -$6,020,334 | -29.99% | |
| Blackrock, Inc. | 0.00% | 320,068 | $16,019,404 | $11,215,183 | -$4,804,221 | -29.99% | |
| Vanguard Capital Management Llc | 0.00% | 166,517 | $8,334,176 | $5,834,756 | -$2,499,420 | -29.99% | |
| Renaissance Technologies LLC | Jim Simons | 0.01% | 147,818 | $7,398,291 | $5,179,543 | -$2,218,748 | -29.99% |
| Geode Capital Management, Llc | 0.00% | 104,689 | $5,241,525 | $3,668,303 | -$1,573,222 | -30.01% | |
| Mudita Advisors Llp | 0.96% | 92,520 | $4,630,626 | $3,241,901 | -$1,388,725 | -29.99% | |
| State Street Corp | 0.00% | 83,669 | $4,187,633 | $2,931,762 | -$1,255,871 | -29.99% | |
| Bridgeway Capital Management, Llc | 0.07% | 76,959 | $3,851,798 | $2,696,643 | -$1,155,155 | -29.99% | |
| Ancora Advisors Llc | 0.05% | 55,903 | $2,797,945 | $1,958,841 | -$839,104 | -29.99% | |
| Pnc Financial Services Group, Inc. | 0.00% | 48,990 | $2,451,950 | $1,716,610 | -$735,340 | -29.99% | |
| Bank Of New York Mellon Corp | 0.00% | 46,267 | $2,315,639 | $1,621,196 | -$694,443 | -29.99% | |
| Empowered Funds, Llc | 0.01% | 42,797 | $2,141,990 | $1,499,607 | -$642,383 | -29.99% | |
| Northern Trust Corp | 0.00% | 42,398 | $2,122,020 | $1,485,626 | -$636,394 | -29.99% | |
| Russell Investments Group, Ltd. | 0.00% | 39,303 | $1,967,155 | $1,377,177 | -$589,978 | -29.99% | |
| American Century Companies Inc | 0.00% | 38,982 | $1,951,049 | $1,365,929 | -$585,120 | -29.99% | |
| Two Sigma Investments, Lp | 0.00% | 37,290 | $1,866,364 | $1,306,642 | -$559,722 | -29.99% | |
| Acadian Asset Management Llc | 0.00% | 34,836 | $1,742,000 | $1,220,653 | -$521,347 | -29.93% | |
| Cwm, Llc | 0.00% | 33,327 | $1,732,010 | $1,167,778 | -$564,232 | -32.58% | |
| Segall Bryant & Hamill, Llc | 0.02% | 29,463 | $1,474,623 | $1,032,384 | -$442,239 | -29.99% | |
| Vanguard Fiduciary Trust Co | 0.00% | 29,059 | $1,454,403 | $1,018,227 | -$436,176 | -29.99% | |
| Vanguard Portfolio Management Llc | 0.00% | 27,448 | $1,373,772 | $961,778 | -$411,994 | -29.99% | |
| Saber Capital Managment, Llc | 0.74% | 20,626 | $1,032,331 | $722,735 | -$309,596 | -29.99% | |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | 19,867 | $994,343 | $696,140 | -$298,203 | -29.99% | |
| Goldman Sachs Group Inc | 0.00% | 17,625 | $882,131 | $617,580 | -$264,551 | -29.99% | |
| Rbf Capital, Llc | 0.04% | 17,230 | $862,362 | $603,739 | -$258,623 | -29.99% | |
| Prescott Group Capital Management, L.L.C. | 0.07% | 20,094 | $734,235 | $704,094 | -$30,141 | -4.11% | |
| Nuveen, Llc | 0.00% | 12,668 | $634,033 | $443,887 | -$190,146 | -29.99% | |
| Charles Schwab Investment Management Inc | 0.00% | 11,926 | $596,896 | $417,887 | -$179,009 | -29.99% | |
| Strs Ohio | 0.00% | 15,400 | $562,716 | $539,616 | -$23,100 | -4.11% | |
| Johnson Investment Counsel Inc | 0.00% | 10,897 | $545,395 | $381,831 | -$163,564 | -29.99% | |
| Aqr Capital Management Llc | 0.00% | 9,592 | $480,080 | $336,104 | -$143,976 | -29.99% | |
| Morgan Stanley | 0.00% | 8,425 | $421,736 | $295,212 | -$126,524 | -30.00% | |
| Millennium Management Llc | 0.00% | 7,871 | $393,944 | $275,800 | -$118,144 | -29.99% | |
| Los Angeles Capital Management Llc | 0.00% | 6,961 | $348,398 | $243,913 | -$104,485 | -29.99% | |
| Baird Financial Group, Inc. | 0.00% | 6,506 | $325,625 | $227,970 | -$97,655 | -29.99% | |
| Squarepoint Ops Llc | 0.00% | 6,003 | $300,450 | $210,345 | -$90,105 | -29.99% | |
| Exchange Traded Concepts, Llc | 0.00% | 7,541 | $275,548 | $264,237 | -$11,311 | -4.11% | |
| Trexquant Investment Lp | 0.00% | 5,488 | $274,674 | $192,300 | -$82,374 | -29.99% | |
| Deutsche Bank Ag\ | 0.00% | 5,270 | $263,764 | $184,661 | -$79,103 | -29.99% | |
| Rhumbline Advisers | 0.00% | 5,055 | $252,998 | $177,127 | -$75,871 | -29.99% | |
| Wells Fargo & Company/Mn | 0.00% | 4,336 | $217,013 | $151,933 | -$65,080 | -29.99% | |
| Kovack Advisors, Inc. | 0.01% | 4,333 | $216,844 | $151,828 | -$65,016 | -29.98% | |
| Citadel Advisors Llc | 0.00% | 4,174 | $208,908 | $146,257 | -$62,651 | -29.99% | |
| Invesco Ltd. | 0.00% | 4,023 | $201,352 | $140,966 | -$60,386 | -29.99% | |
| Byrne Asset Management Llc | 0.09% | 4,590 | $166,938 | $160,834 | -$6,104 | -3.66% | |
| Ubs Group Ag | 0.00% | 2,858 | $143,043 | $100,144 | -$42,899 | -29.99% | |
| Metlife Investment Management, Llc | 0.00% | 2,449 | $122,572 | $85,813 | -$36,759 | -29.99% | |
| Citigroup Inc | 0.00% | 2,350 | $117,617 | $82,344 | -$35,273 | -29.99% | |
| New York State Common Retirement Fund | 0.00% | 2,270 | $113,614 | $79,541 | -$34,073 | -29.99% | |
| Mirae Asset Global Etfs Holdings Ltd. | 0.00% | 1,889 | $94,544 | $66,191 | -$28,353 | -29.99% |
Frequently asked questions about NC
Who are the largest institutional holders of NC?
The largest institutional holders of NC reported in the latest SEC Form 13F filings include Dimensional Fund Advisors Lp, Blackrock, Inc., Vanguard Capital Management Llc, Renaissance Technologies LLC, and Geode Capital Management, Llc. InsiderSet ranks institutional holders by their latest reported NC position.
What is NC institutional ownership?
This page tracks NC positions reported by institutional investment managers through SEC Form 13F. NACCO INDUSTRIES-CL A (NC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own NC?
InsiderSet currently tracks 87 institutional managers reporting NC holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of NC shareholders.
How much NC stock do institutions own?
Institutional investment managers disclosed approximately $107.59M in NC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was NC institutional ownership last updated?
The latest NC institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional NC holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its NC position after the reporting date.
Are institutions buying or selling NC?
Institutional buying and selling can be analyzed by comparing NC positions across consecutive 13F reporting periods. InsiderSet's NC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View NC ownership changes.
How has NC institutional ownership changed over time?
InsiderSet tracks NC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.