NACCO INDUSTRIES INC - NC
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 401,084 | 20,074 | 0.0% | 0.0% | 1 | +1,276 | 0.32% | Q2 2026 | Aug 11, 2026 |
| BlackRock, Inc. | History | Added to | 320,068 | 16,019 | 0.0% | 0.0% | 2 | +10,199 | 3.29% | Q2 2026 | Aug 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Reduced | 166,517 | 8,334 | 0.0% | 0.0% | 3 | -3,445 | -2.03% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 147,818 | 7,398 | 0.01% | 0.01% | 4 | -6,700 | -4.34% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 104,689 | 5,241 | 0.0% | 0.0% | 5 | +6,835 | 6.98% | Q2 2026 | Aug 12, 2026 |
| Mudita Advisors LLP | History | No change | 92,520 | 4,630 | 0.96% | 0.98% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | Added to | 83,669 | 4,187 | 0.0% | 0.0% | 7 | +406 | 0.49% | Q2 2026 | Sep 22, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 76,959 | 3,851 | 0.07% | 0.08% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ancora Advisors LLC | History | Added to | 55,903 | 2,797 | 0.05% | 0.05% | 9 | +8,344 | 17.54% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 48,990 | 2,451 | 0.0% | 0.0% | 10 | +577 | 1.19% | Q2 2026 | Aug 07, 2026 |
| Bank of New York Mellon Corp | History | Added to | 46,267 | 2,315 | 0.0% | 0.0% | 11 | +128 | 0.28% | Q2 2026 | Aug 06, 2026 |
| Empowered Funds, LLC | History | No change | 42,797 | 2,141 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 42,398 | 2,122 | 0.0% | 0.0% | 13 | +2,491 | 6.24% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 39,303 | 1,967 | 0.0% | 0.0% | 14 | +13,350 | 51.44% | Q2 2026 | Aug 06, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 38,982 | 1,951 | 0.0% | 0.0% | 15 | -206 | -0.53% | Q2 2026 | Aug 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 37,290 | 1,866 | 0.0% | 0.0% | 16 | +4,913 | 15.17% | Q2 2026 | Aug 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 34,836 | 1,742 | 0.0% | 0.0% | 17 | -618 | -1.74% | Q2 2026 | Aug 13, 2026 |
| CWM, LLC | History | No change | 33,327 | 1,732 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 29,463 | 1,474 | 0.02% | 0.02% | 19 | -53 | -0.18% | Q2 2026 | Aug 12, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 29,059 | 1,454 | 0.0% | 0.0% | 20 | +1,930 | 7.11% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 27,448 | 1,373 | 0.0% | 0.0% | 21 | +4,384 | 19.01% | Q2 2026 | Aug 13, 2026 |
| Saber Capital Managment, LLC | History | Reduced | 20,626 | 1,032 | 0.7% | 0.8% | 22 | -2 | -0.01% | Q2 2026 | Jul 27, 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | No change | 20,094 | 1,005 | 0.09% | 0.1% | 23 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 19,867 | 994 | 0.0% | 0.0% | 24 | -81 | -0.41% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 17,625 | 882 | 0.0% | 0.0% | 25 | +4,823 | 37.67% | Q2 2026 | Aug 14, 2026 |
| RBF Capital, LLC | History | No change | 17,230 | 862 | 0.04% | 0.04% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 12,668 | 634 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 11,926 | 596 | 0.0% | 0.0% | 28 | +1,119 | 10.35% | Q2 2026 | Aug 14, 2026 |
| STRS OHIO | History | Added to | 11,200 | 560 | 0.0% | 0.0% | 29 | +900 | 8.74% | Q2 2026 | Jul 30, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 10,897 | 545 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 9,593 | 480 | 0.0% | 0.0% | 31 | +3,568 | 59.22% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 8,425 | 421 | 0.0% | 0.0% | 32 | +323 | 3.99% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 7,871 | 393 | 0.0% | 0.0% | 33 | +1,921 | 32.29% | Q2 2026 | Aug 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 6,961 | 348 | 0.0% | 0.0% | 34 | -393 | -5.34% | Q2 2026 | Aug 13, 2026 |
| Baird Financial Group, Inc. | History | No change | 6,506 | 325 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Squarepoint Ops LLC | History | New | 6,003 | 300 | 0.0% | — | 36 | +6,003 | New | Q2 2026 | Aug 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 5,560 | 278 | 0.0% | 0.0% | 37 | -2,280 | -29.08% | Q2 2026 | Aug 11, 2026 |
| Trexquant Investment LP | History | New | 5,488 | 274 | 0.0% | — | 38 | +5,488 | New | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 5,270 | 263 | 0.0% | 0.0% | 39 | +350 | 7.11% | Q2 2026 | Aug 07, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 5,055 | 252 | 0.0% | 0.0% | 40 | -148 | -2.84% | Q2 2026 | Aug 11, 2026 |
| Byrne Asset Management LLC | History | Added to | 4,567 | 228 | 0.12% | 0.13% | 41 | +400 | 9.6% | Q2 2026 | Jul 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 4,336 | 217 | 0.0% | 0.0% | 42 | +2,829 | 187.72% | Q2 2026 | Aug 14, 2026 |
| Kovack Advisors, Inc. | History | Added to | 4,333 | 216 | 0.01% | 0.01% | 43 | +7 | 0.16% | Q2 2026 | Jul 28, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 4,174 | 208 | 0.0% | 0.0% | 44 | -687 | -14.13% | Q2 2026 | Sep 02, 2026 |
| Apeiron RIA LLC | History | No change | 4,147 | 207 | 0.05% | 0.05% | 45 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Invesco Ltd. | History | Reduced | 4,023 | 201 | 0.0% | 0.0% | 46 | -64 | -1.57% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Reduced | 2,858 | 143 | 0.0% | 0.0% | 47 | -483 | -14.46% | Q2 2026 | Aug 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 2,449 | 122 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Added to | 2,350 | 117 | 0.0% | 0.0% | 49 | +1,898 | 419.91% | Q2 2026 | Aug 03, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 2,270 | 113 | 0.0% | 0.0% | 50 | -1,000 | -30.58% | Q2 2026 | Jul 29, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 1,889 | 94 | 0.0% | 0.0% | 51 | -23 | -1.2% | Q2 2026 | Aug 14, 2026 |
| LOM Asset Management Ltd | History | Added to | 1,820 | 91 | 0.02% | 0.01% | 52 | +820 | 82.0% | Q2 2026 | Aug 04, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,700 | 85 | 0.0% | 0.0% | 53 | +81 | 5.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 1,705 | 85 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 85,000 | 74 | 0.02% | — | 55 | +85,000 | New | Q2 2026 | Jul 15, 2026 |
| NewEdge Advisors, LLC | History | No change | 1,418 | 70 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clearstead Advisors, LLC | History | Added to | 923 | 46 | 0.0% | 0.0% | 57 | +1 | 0.11% | Q2 2026 | Aug 06, 2026 |
| FMR LLC | History | Added to | 912 | 45 | 0.0% | 0.0% | 58 | +136 | 17.53% | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 919 | 45 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BARCLAYS PLC | History | Reduced | 811 | 40 | 0.0% | 0.0% | 60 | -159 | -16.39% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 736 | 36 | 0.0% | 0.0% | 61 | -118 | -13.82% | Q2 2026 | Aug 13, 2026 |
| Main Street Group, LTD | History | No change | 25,000 | 26 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 466 | 23 | 0.0% | 0.0% | 63 | +453 | 3484.62% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | Added to | 366 | 18 | 0.0% | — | 66 | +360 | 6000.0% | Q2 2026 | Aug 10, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 373 | 18 | 0.0% | 0.0% | 65 | -159 | -29.89% | Q2 2026 | Aug 11, 2026 |
| Legal & General Group Plc | History | No change | 366 | 18 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 304 | 15 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 144 | 7 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Abound Wealth Management | History | No change | 142 | 7 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Sterling Capital Management LLC | History | Reduced | 83 | 4 | 0.0% | 0.0% | 71 | -49 | -37.12% | Q2 2026 | Jul 28, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 95 | 4 | 0.0% | 0.0% | 70 | -5 | -5.0% | Q2 2026 | Aug 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 61 | 3 | 0.0% | — | 73 | +61 | New | Q2 2026 | Aug 14, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 75 | 3 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Concord Wealth Partners | History | New | 50 | 2 | 0.0% | — | 78 | +50 | New | Q2 2026 | Jul 27, 2026 |
| Archer Investment Corp | History | Added to | 52 | 2 | 0.0% | 0.0% | 76 | +1 | 1.96% | Q2 2026 | Aug 03, 2026 |
| AdvisorNet Financial, Inc | History | No change | 55 | 2 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Stone House Investment Management, LLC | History | No change | 40 | 2 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SBI Securities Co., Ltd. | History | No change | 41 | 2 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Allworth Financial LP | History | Added to | 27 | 1 | 0.0% | — | 80 | +20 | 285.71% | Q2 2026 | Aug 11, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 33 | 1 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Curbstone Financial Management Corp | History | Closed out | 0 | 0 | — | 0.57% | — | -57,542 | -100.0% | Q2 2026 | Jul 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -3,940 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q2 2026 | Aug 12, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Covestor Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -11 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Essential Partners LLC | History | Added to | 18 | 0 | — | — | — | +10 | 125.0% | Q2 2026 | Aug 10, 2026 |
| IFP Advisors, Inc | History | Added to | 12 | 0 | — | — | — | +7 | 140.0% | Q2 2026 | Jul 20, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 8 | 0 | — | — | — | +4 | 100.0% | Q2 2026 | Jul 24, 2026 |
| True Wealth Design, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Jul 16, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q2 2026 | Jul 17, 2026 |
| Basecamp Wealth Advisors LLC | History | Added to | 4 | 0 | — | — | — | +1 | 33.33% | Q2 2026 | Aug 14, 2026 |
| Lloyd Advisory Services, LLC. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Aug 07, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Marquette Asset Management, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Kingdom Financial Group LLC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GAMMA Investing LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| JPL Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BAYBAN | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |