NACCO INDS INC NC
CL A · Common Stock · CUSIP 629579103
American publicly traded holding company
76
institutional holders
+7 vs Q1 2025
2.1m
shares reported held*
$91.4mreported value*
8 new
25 added
21 reduced
3 sold out
net bought ≈ $612.3k (+13.8k shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($1.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $44.31.
Trends to Q2 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 56 |
| Q4 2022 | 60 |
| Q1 2023 | 64 |
| Q2 2023 | 65 |
| Q3 2023 | 66 |
| Q4 2023 | 62 |
| Q1 2024 | 60 |
| Q2 2024 | 68 |
| Q3 2024 | 63 |
| Q4 2024 | 65 |
| Q1 2025 | 69 |
| Q2 2025 | 76 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2023 | 22 | 21 |
| Q4 2023 | 22 | 24 |
| Q1 2024 | 25 | 22 |
| Q2 2024 | 25 | 25 |
| Q3 2024 | 29 | 20 |
| Q4 2024 | 29 | 20 |
| Q1 2025 | 20 | 31 |
| Q2 2025 | 33 | 24 |
Biggest buyers
| SEGALL BRYANT & HAMILL, LLC | New | +29.7k |
| M&T Bank Corp | New | +21.5k |
| Mudita Advisors LLP | Added | +6.2k |
| ROYAL BANK OF CANADA | Added | +5.4k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | +5.0k |
| Penn Mutual Asset Management | Added | +4.1k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | Added | +4.0k |
| BARCLAYS PLC | Added | +2.7k |
| Empowered Funds, LLC | Added | +2.1k |
| Tower Research Capital LLC (TRC) | Added | +1.2k |
Biggest sellers
| PNC Financial Services Group, Inc. | Reduced | -23.3k |
| BlackRock, Inc. | Reduced | -14.4k |
| GOLDMAN SACHS GROUP INC | Sold out | -8.7k |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -5.1k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -3.7k |
| JPMORGAN CHASE & CO | Reduced | -3.6k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -3.5k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -2.0k |
| Corebridge Financial, Inc. | Sold out | -2.0k |
| CITADEL ADVISORS LLC | Reduced | -1.9k |
Insider purchases and sales in Q2 2025
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
BuyingSelling
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 1 | $25.7k | — |
| Q2 2024 | 0 | — | 1 | $33.1k | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 1 | $149.2k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-05-21 | Maxwell Thomas A SVP Finance and Treasurer | Sold | $149.2k4.1k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 404.1k $17.9m | Reduced -5.1k |
| BlackRock, Inc. 0.00% of their portfolio | 336.0k $14.9m | Reduced -14.4k |
| VANGUARD GROUP INC 0.00% of their portfolio | 213.1k $9.4m | Reduced -207 |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 172.9k $7.7m | Reduced -3.5k |
| Mudita Advisors LLP 1.38% of their portfolio | 92.5k $4.1m | Added +6.2k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 87.5k $3.9m | Added +85 |
| STATE STREET CORP 0.00% of their portfolio | 80.7k $3.6m | Added +10 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.08% of their portfolio | 75.2k $3.3m | Added +4.0k |
| Curbstone Financial Management Corp 0.52% of their portfolio | 57.5k $2.5m | Unchanged |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 46.3k $2.1m | Reduced -23.3k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 42.2k $1.9m | Reduced -1.0k |
| Empowered Funds, LLC 0.02% of their portfolio | 41.1k $1.8m | Added +2.1k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 39.9k $1.8m | Reduced -380 |
| Bank of New York Mellon Corp 0.00% of their portfolio | 36.9k $1.6m | Added +914 |
| ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio | 36.6k $1.6m | Added +578 |
| CWM, LLC 0.01% of their portfolio | 33.2k $1.5m | Added +52 |
| SEGALL BRYANT & HAMILL, LLC 0.02% of their portfolio | 29.7k $1.3m | New |
| M&T Bank Corp 0.00% of their portfolio | 21.5k $952.7k | New |
| Prescott Group Capital Management, L.L.C. 0.11% of their portfolio | 20.1k $890.9k | Unchanged |
| Penn Mutual Asset Management 1.57% of their portfolio | 20.1k $889.7k | Added +4.1k |
| Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio | 19.9k $879.7k | Added +774 |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 19.2k $851.5k | Reduced -1.5k |
| RBF Capital, LLC 0.04% of their portfolio | 17.3k $767.9k | Unchanged |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 15.5k $686.8k | Reduced -2.0k |
| MORGAN STANLEY 0.00% of their portfolio | 12.8k $566.1k | Added +783 |
| JOHNSON INVESTMENT COUNSEL INC 0.01% of their portfolio | 12.7k $564.6k | Unchanged |
| Nuveen, LLC 0.00% of their portfolio | 12.6k $556.3k | Reduced -639 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 11.7k $516.9k | Reduced -8 |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 10.8k $480.0k | Added +5.4k |
| BARCLAYS PLC 0.00% of their portfolio | 8.4k $372.8k | Added +2.7k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 7.9k $348.1k | Reduced -3.7k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 7.5k $330.3k | Added +1.1k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 7.0k $309.8k | Reduced -1.9k |
| Baird Financial Group, Inc. 0.00% of their portfolio | 6.5k $288.3k | Unchanged |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 5.8k $259.0k | Reduced -3.6k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 5.1k $225.9k | Reduced -1.0k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 5.0k $220.1k | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 3.7k $162.1k | Added +1.1k |
| UBS Group AG 0.00% of their portfolio | 3.6k $161.6k | Reduced -493 |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 3.5k $157.3k | Reduced -687 |
| EXCHANGE TRADED CONCEPTS, LLC 0.00% of their portfolio | 3.0k $133.5k | Added +646 |
| MetLife Investment Management, LLC 0.00% of their portfolio | 2.4k $108.5k | Unchanged |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 2.3k $101.3k | Reduced -183 |
| NewEdge Advisors, LLC 0.00% of their portfolio | 1.9k $85.0k | Reduced -1 |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 1.6k $70.1k | Added +1.2k |
| Byrne Asset Management LLC 0.04% of their portfolio | 1.5k $66.6k | Added +147 |
| CITIGROUP INC 0.00% of their portfolio | 1.5k $65.8k | Reduced -1.4k |
| LOM Asset Management Ltd 0.01% of their portfolio | 1.0k $44.0k | First filing |
| Clearstead Advisors, LLC 0.00% of their portfolio | 922 $40.9k | Unchanged |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 919 $40.7k | New |
| FMR LLC 0.00% of their portfolio | 763 $33.8k | Added +73 |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 711 $31.5k | Added +166 |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 700 $31.0k | Unchanged |
| Legal & General Group Plc 0.00% of their portfolio | 366 $16.2k | Added +59 |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 304 $13.5k | Unchanged |
| Abound Wealth Management 0.00% of their portfolio | 142 $6.3k | Unchanged |
| AMALGAMATED BANK 0.00% of their portfolio | 141 $6.0k | Unchanged |
| Sterling Capital Management LLC 0.00% of their portfolio | 115 $5.1k | Added +45 |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 108 $4.8k | Reduced -49 |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 75 $3.3k | New |
| AdvisorNet Financial, Inc 0.00% of their portfolio | 55 $2.4k | Unchanged |
| Archer Investment Corp 0.00% of their portfolio | 51 $2.2k | Added +41 |
| Concord Wealth Partners 0.00% of their portfolio | 50 $2.2k | Unchanged |
| COMERICA BANK 0.00% of their portfolio | 45 $2.0k | Unchanged |
| SBI Securities Co., Ltd. 0.00% of their portfolio | 41 $1.8k | Unchanged |
| Covestor Ltd 0.00% of their portfolio | 41 $2.0k | Added +37 |
| GAMMA Investing LLC 0.00% of their portfolio | 36 $1.6k | Added +21 |
| NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio | 33 $1.5k | Unchanged |
| CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio | 20 $892 | New |
| Parkworth Wealth Management, Inc. 0.00% of their portfolio | 8 $354 | New |
| Essential Partners LLC 0.00% of their portfolio | 4 $177 | First filing |
| HUNTINGTON NATIONAL BANK 0.00% of their portfolio | 1 $44 | Unchanged |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 1 $49 | Unchanged |
| IFP Advisors, Inc 0.00% of their portfolio | 1 $310 | Unchanged |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 1 $44 | New |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio | 0 $0 | Unchanged |