NACCO INDUSTRIES INC - NC
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | 400,210 | 19,626 | 0.0% | 0.0% | 1 | +104 | 0.03% | Q4 2025 | Feb 12, 2026 |
| BlackRock, Inc. | History | Added to | 314,511 | 15,423 | 0.0% | 0.0% | 2 | +525 | 0.17% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 218,947 | 10,737 | 0.0% | 0.0% | 3 | +5,991 | 2.81% | Q4 2025 | Jan 29, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 160,718 | 7,881 | 0.01% | 0.01% | 4 | -8,800 | -5.19% | Q4 2025 | Feb 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 95,345 | 4,677 | 0.0% | 0.0% | 5 | +2,507 | 2.7% | Q4 2025 | Feb 09, 2026 |
| Mudita Advisors LLP | History | No change | 92,520 | 4,537 | 0.98% | 1.13% | 6 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | Added to | 81,163 | 3,980 | 0.0% | 0.0% | 7 | +135 | 0.17% | Q4 2025 | Feb 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 76,959 | 3,774 | 0.08% | 0.07% | 8 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Curbstone Financial Management Corp | History | No change | 57,542 | 2,821 | 0.54% | 0.47% | 9 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 47,809 | 2,344 | 0.0% | 0.0% | 10 | +785 | 1.67% | Q4 2025 | Feb 06, 2026 |
| Bank of New York Mellon Corp | History | Added to | 47,047 | 2,307 | 0.0% | 0.0% | 11 | +10,863 | 30.02% | Q4 2025 | Feb 10, 2026 |
| Ancora Advisors LLC | History | Added to | 44,515 | 2,183 | 0.04% | 0.01% | 12 | +30,076 | 208.3% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 39,188 | 1,921 | 0.0% | 0.0% | 13 | -682 | -1.71% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 37,982 | 1,862 | 0.0% | 0.0% | 14 | -2,540 | -6.27% | Q4 2025 | Feb 17, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 33,968 | 1,663 | 0.0% | 0.0% | 15 | -3,156 | -8.5% | Q4 2025 | Feb 10, 2026 |
| CWM, LLC | History | Added to | 33,272 | 1,632 | 0.0% | 0.0% | 16 | +21 | 0.06% | Q4 2025 | Jan 26, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 29,563 | 1,449 | 0.02% | 0.02% | 17 | -177 | -0.6% | Q4 2025 | Feb 13, 2026 |
| Saber Capital Managment, LLC | History | New | 22,851 | 1,120 | 0.93% | — | 18 | +22,851 | New | Q4 2025 | Feb 13, 2026 |
| M&T BANK CORP | History | No change | 21,500 | 1,054 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 21,281 | 1,043 | 0.0% | 0.0% | 20 | +19,241 | 943.19% | Q4 2025 | Feb 17, 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | No change | 20,105 | 985 | 0.09% | 0.09% | 21 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 19,695 | 965 | 0.0% | 0.0% | 22 | -73 | -0.37% | Q4 2025 | Feb 10, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 18,316 | 898 | 0.0% | 0.0% | 23 | +100 | 0.55% | Q4 2025 | Feb 17, 2026 |
| RBF Capital, LLC | History | Reduced | 17,230 | 844 | 0.04% | 0.03% | 24 | -100 | -0.58% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 15,666 | 768 | 0.0% | 0.0% | 25 | +2,850 | 22.24% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | No change | 12,555 | 615 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 11,851 | 581 | 0.0% | 0.0% | 27 | +5,457 | 85.35% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 11,666 | 572 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 11,040 | 541 | 0.0% | 0.0% | 29 | -1,010 | -8.38% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 10,833 | 531 | 0.0% | 0.0% | 30 | +1,223 | 12.73% | Q4 2025 | Feb 13, 2026 |
| STRS OHIO | History | New | 10,300 | 505 | 0.0% | — | 31 | +10,300 | New | Q4 2025 | Feb 02, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 9,251 | 453 | 0.0% | — | 32 | +9,251 | New | Q4 2025 | Mar 25, 2026 |
| Baird Financial Group, Inc. | History | No change | 6,506 | 319 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Added to | 6,406 | 314 | 0.0% | 0.0% | 34 | +614 | 10.6% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 6,233 | 305 | 0.0% | 0.0% | 35 | -6,941 | -52.69% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 5,515 | 270 | 0.0% | 0.0% | 36 | -1,048 | -15.97% | Q4 2025 | Feb 11, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 5,271 | 258 | 0.0% | 0.0% | 37 | -850 | -13.89% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 5,099 | 250 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Invesco Ltd. | History | New | 4,821 | 236 | 0.0% | — | 39 | +4,821 | New | Q4 2025 | Feb 19, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 4,579 | 224 | 0.0% | — | 40 | +4,579 | New | Q4 2025 | Feb 17, 2026 |
| Apeiron RIA LLC | History | New | 4,147 | 223 | 0.05% | — | 41 | +4,147 | New | Q4 2025 | Feb 03, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 4,523 | 221 | 0.0% | 0.0% | 42 | -134 | -2.88% | Q4 2025 | Feb 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 4,291 | 210 | 0.0% | 0.0% | 43 | -274 | -6.0% | Q4 2025 | Jan 14, 2026 |
| Kovack Advisors, Inc. | History | New | 4,167 | 204 | 0.01% | — | 44 | +4,167 | New | Q4 2025 | Feb 17, 2026 |
| Tidal Investments LLC | History | New | 4,123 | 202 | 0.0% | — | 45 | +4,123 | New | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 3,865 | 189 | 0.0% | 0.0% | 46 | +618 | 19.03% | Q4 2025 | Feb 17, 2026 |
| Byrne Asset Management LLC | History | Added to | 3,200 | 156 | 0.09% | 0.04% | 47 | +1,750 | 120.69% | Q4 2025 | Jan 12, 2026 |
| UBS Group AG | History | Reduced | 2,538 | 124 | 0.0% | 0.0% | 48 | -1,110 | -30.43% | Q4 2025 | Jan 29, 2026 |
| MetLife Investment Management, LLC | History | No change | 2,449 | 120 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 2,485 | 104 | 0.0% | — | 50 | +2,485 | New | Q4 2025 | Feb 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 1,878 | 92 | 0.0% | 0.0% | 51 | +44 | 2.4% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | No change | 1,418 | 69 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| LOM Asset Management Ltd | History | No change | 1,000 | 49 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Clearstead Advisors, LLC | History | No change | 922 | 45 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 919 | 45 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 903 | 44 | 0.0% | 0.0% | 56 | +98 | 12.17% | Q4 2025 | Feb 10, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 40,000 | 42 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| FMR LLC | History | Added to | 766 | 37 | 0.0% | 0.0% | 58 | +3 | 0.39% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 700 | 34 | 0.0% | 0.0% | 59 | -3,735 | -84.22% | Q4 2025 | Feb 11, 2026 |
| CITIGROUP INC | History | Added to | 358 | 17 | 0.0% | 0.0% | 61 | +199 | 125.16% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | No change | 366 | 17 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 304 | 14 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 236 | 11 | 0.0% | 0.0% | 64 | -93 | -28.27% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 230 | 11 | 0.0% | 0.0% | 63 | -45 | -16.36% | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Reduced | 125 | 6 | 0.0% | 0.0% | 65 | -16 | -11.35% | Q4 2025 | Feb 05, 2026 |
| Abound Wealth Management | History | No change | 142 | 6 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 82 | 4 | 0.0% | — | 67 | +82 | New | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Added to | 81 | 3 | 0.0% | 0.0% | 68 | +36 | 80.0% | Q4 2025 | Jan 29, 2026 |
| Covestor Ltd | History | Added to | 41 | 2 | 0.0% | 0.0% | 74 | +4 | 10.81% | Q4 2025 | Feb 06, 2026 |
| AdvisorNet Financial, Inc | History | No change | 55 | 2 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Archer Investment Corp | History | No change | 51 | 2 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Concord Wealth Partners | History | No change | 50 | 2 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| SBI Securities Co., Ltd. | History | No change | 41 | 2 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Optiver Holding B.V. | History | No change | 48 | 2 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Stone House Investment Management, LLC | History | New | 40 | 1 | 0.0% | — | 76 | +40 | New | Q4 2025 | Jan 21, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 33 | 1 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -85,000 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -42,797 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.01% | — | -25,000 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Penn Mutual Asset Management | History | Closed out | 0 | 0 | — | 1.44% | — | -17,578 | -100.0% | Q3 2025 | Dec 03, 2025 |
| Inspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,639 | -100.0% | Q3 2025 | Oct 29, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,848 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -63 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GAMMA Investing LLC | History | Reduced | 18 | 0 | — | 0.0% | — | -29 | -61.7% | Q4 2025 | Jan 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q3 2025 | Nov 12, 2025 |
| OPTIMA CAPITAL LLC | History | New | 18 | 0 | — | — | — | +18 | New | Q4 2025 | Jan 23, 2026 |
| Marquette Asset Management, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Jan 16, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 10, 2026 |
| MAI Capital Management | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Added to | 6 | 0 | — | — | — | +1 | 20.0% | Q4 2025 | Feb 06, 2026 |
| Kingdom Financial Group LLC. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 23, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |