NACCO INDS INC NC
CL A · Common Stock · CUSIP 629579103
American publicly traded holding company
92
institutional holders
-2 vs Q1 2026
2.1m
shares reported held*
$104.3mreported value*
6 new
36 added
20 reduced
7 sold out
net bought ≈ $416.1k (+8.3k 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 ($2.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $50.05.
Trends to Q2 2026
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 |
| Q3 2025 | 77 |
| Q4 2025 | 87 |
| Q1 2026 | 94 |
| Q2 2026 | 92 |
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 2024 | 29 | 20 |
| Q4 2024 | 29 | 20 |
| Q1 2025 | 20 | 31 |
| Q2 2025 | 33 | 24 |
| Q3 2025 | 25 | 25 |
| Q4 2025 | 42 | 24 |
| Q1 2026 | 39 | 32 |
| Q2 2026 | 42 | 27 |
Biggest buyers
| Russell Investments Group, Ltd. | Added | +13.3k |
| BlackRock, Inc. | Added | +10.2k |
| Ancora Advisors LLC | Added | +8.3k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +6.8k |
| Squarepoint Ops LLC | New | +6.0k |
| Trexquant Investment LP | New | +5.5k |
| TWO SIGMA INVESTMENTS, LP | Added | +4.9k |
| GOLDMAN SACHS GROUP INC | Added | +4.8k |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Added | +4.4k |
| AQR CAPITAL MANAGEMENT LLC | Added | +3.6k |
Biggest sellers
| Curbstone Financial Management Corp | Sold out | -57.5k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -6.7k |
| BANK OF AMERICA CORP /DE/ | Sold out | -3.9k |
| VANGUARD CAPITAL MANAGEMENT LLC | Reduced | -3.4k |
| EXCHANGE TRADED CONCEPTS, LLC | Reduced | -2.3k |
| NEW YORK STATE COMMON RETIREMENT FUND | Reduced | -1.0k |
| CITADEL ADVISORS LLC | Reduced | -687 |
| ACADIAN ASSET MANAGEMENT LLC | Reduced | -618 |
| UBS Group AG | Reduced | -483 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | Reduced | -393 |
Insider purchases and sales since 1 Apr 2026
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 |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 1 | $149.2k | — |
| Q3 2025 | 0 | — | 1 | $125.7k | — |
| Q4 2025 | 0 | — | 1 | $230.3k | — |
| Q1 2026 | 0 | — | 2 | $383.1k | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 0 | — | — |
None reported since 1 Apr 2026.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 401.1k $20.1m | Added +1.3k |
| BlackRock, Inc. 0.00% of their portfolio | 320.1k $16.0m | Added +10.2k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 166.5k $8.3m | Reduced -3.4k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 147.8k $7.4m | Reduced -6.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 104.7k $5.2m | Added +6.8k |
| Mudita Advisors LLP 0.96% of their portfolio | 92.5k $4.6m | Unchanged |
| STATE STREET CORP 0.00% of their portfolio | 83.7k $4.2m | Added +406 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.07% of their portfolio | 77.0k $3.9m | Unchanged |
| Ancora Advisors LLC 0.05% of their portfolio | 55.9k $2.8m | Added +8.3k |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 49.0k $2.5m | Added +577 |
| Bank of New York Mellon Corp 0.00% of their portfolio | 46.3k $2.3m | Added +128 |
| Empowered Funds, LLC 0.01% of their portfolio | 42.8k $2.1m | Unchanged |
| NORTHERN TRUST CORP 0.00% of their portfolio | 42.4k $2.1m | Added +2.5k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 39.3k $2.0m | Added +13.3k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 39.0k $2.0m | Reduced -206 |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 37.3k $1.9m | Added +4.9k |
| ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio | 34.8k $1.7m | Reduced -618 |
| SEGALL BRYANT & HAMILL, LLC 0.02% of their portfolio | 29.5k $1.5m | Reduced -53 |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 29.1k $1.5m | Added +1.9k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 27.4k $1.4m | Added +4.4k |
| Saber Capital Managment, LLC 0.74% of their portfolio | 20.6k $1.0m | Reduced -2 |
| Prescott Group Capital Management, L.L.C. 0.09% of their portfolio | 20.1k $1.0m | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio | 19.9k $994.3k | Reduced -81 |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 17.6k $882.1k | Added +4.8k |
| RBF Capital, LLC 0.04% of their portfolio | 17.2k $862.4k | Unchanged |
| Nuveen, LLC 0.00% of their portfolio | 12.7k $634.0k | Unchanged |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 11.9k $596.9k | Added +1.1k |
| STRS OHIO 0.00% of their portfolio | 11.2k $560.6k | Added +900 |
| JOHNSON INVESTMENT COUNSEL INC 0.00% of their portfolio | 10.9k $545.4k | Unchanged |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 9.6k $480.1k | Added +3.6k |
| MORGAN STANLEY 0.00% of their portfolio | 8.4k $421.7k | Added +323 |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 7.9k $393.9k | Added +1.9k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 7.0k $348.4k | Reduced -393 |
| Baird Financial Group, Inc. 0.00% of their portfolio | 6.5k $325.6k | Unchanged |
| Squarepoint Ops LLC 0.00% of their portfolio | 6.0k $300.4k | New |
| EXCHANGE TRADED CONCEPTS, LLC 0.00% of their portfolio | 5.6k $278.3k | Reduced -2.3k |
| Trexquant Investment LP 0.00% of their portfolio | 5.5k $274.7k | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 5.3k $263.8k | Added +350 |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 5.1k $253.0k | Reduced -148 |
| Byrne Asset Management LLC 0.12% of their portfolio | 4.6k $228.6k | Added +400 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 4.3k $217.0k | Added +2.8k |
| Kovack Advisors, Inc. 0.01% of their portfolio | 4.3k $216.8k | Added +7 |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 4.2k $208.9k | Reduced -687 |
| Apeiron RIA LLC 0.05% of their portfolio | 4.1k $207.6k | Unchanged |
| Invesco Ltd. 0.00% of their portfolio | 4.0k $201.4k | Reduced -64 |
| UBS Group AG 0.00% of their portfolio | 2.9k $143.0k | Reduced -483 |
| MetLife Investment Management, LLC 0.00% of their portfolio | 2.4k $122.6k | Unchanged |
| CITIGROUP INC 0.00% of their portfolio | 2.4k $117.6k | Added +1.9k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 2.3k $113.6k | Reduced -1.0k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 1.9k $94.5k | Reduced -23 |
| LOM Asset Management Ltd 0.02% of their portfolio | 1.8k $91.1k | Added +820 |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 1.7k $85.3k | Unchanged |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.7k $85.3k | Added +81 |
| NewEdge Advisors, LLC 0.00% of their portfolio | 1.4k $71.0k | Unchanged |
| Clearstead Advisors, LLC 0.00% of their portfolio | 923 $46.2k | Added +1 |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 919 $46.0k | Unchanged |
| FMR LLC 0.00% of their portfolio | 912 $45.6k | Added +136 |
| BARCLAYS PLC 0.00% of their portfolio | 811 $40.6k | Reduced -159 |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 736 $36.8k | Reduced -118 |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 466 $23.0k | Added +453 |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 373 $18.7k | Reduced -159 |
| Legal & General Group Plc 0.00% of their portfolio | 366 $18.3k | Unchanged |
| Arax Advisory Partners 0.00% of their portfolio | 366 $18.3k | Added +360 |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 304 $15.2k | Unchanged |
| HUNTINGTON NATIONAL BANK 0.00% of their portfolio | 144 $7.2k | Unchanged |
| Abound Wealth Management 0.00% of their portfolio | 142 $7.1k | Unchanged |
| Archer Investment Corp 0.00% of their portfolio | 104 $5.2k | Added +53 |
| FIFTH THIRD BANCORP 0.00% of their portfolio | 95 $4.8k | Reduced -5 |
| Sterling Capital Management LLC 0.00% of their portfolio | 83 $4.2k | Reduced -49 |
| WHITTIER TRUST CO OF NEVADA INC 0.00% of their portfolio | 75 $3.6k | Unchanged |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 61 $3.2k | New |
| AdvisorNet Financial, Inc 0.00% of their portfolio | 55 $2.8k | Unchanged |
| Concord Wealth Partners 0.00% of their portfolio | 50 $2.5k | New |
| SBI Securities Co., Ltd. 0.00% of their portfolio | 41 $2.1k | Unchanged |
| Stone House Investment Management, LLC 0.00% of their portfolio | 40 $2.0k | Unchanged |
| NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio | 33 $1.7k | Unchanged |
| Integrated Wealth Concepts LLC 0.00% of their portfolio | 31 $1.6k | New |
| Allworth Financial LP 0.00% of their portfolio | 27 $1.4k | Added +20 |
| Essential Partners LLC 0.00% of their portfolio | 18 $901 | Added +10 |
| GAMMA Investing LLC 0.00% of their portfolio | 15 $751 | Unchanged |
| BAYBAN 0.00% of their portfolio | 13 $651 | Unchanged |
| Marquette Asset Management, LLC 0.00% of their portfolio | 12 $601 | Unchanged |
| IFP Advisors, Inc 0.00% of their portfolio | 12 $601 | Added +7 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 10 $501 | Unchanged |
| ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio | 8 $400 | Unchanged |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 8 $400 | Added +4 |
| Basecamp Wealth Advisors LLC 0.00% of their portfolio | 4 $200 | Added +1 |
| True Wealth Design, LLC 0.00% of their portfolio | 2 $101 | New |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 2 $100 | Added +1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 1 $57 | Unchanged |
| Kingdom Financial Group LLC. 0.00% of their portfolio | 1 $26 | Unchanged |
| JPL Wealth Management, LLC 0.00% of their portfolio | 1 $51 | Unchanged |