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 | Reduced | 399,808 | 20,778 | 0.0% | 0.0% | 1 | -402 | -0.1% | Q1 2026 | May 07, 2026 |
| BlackRock, Inc. | History | Reduced | 309,869 | 16,103 | 0.0% | 0.0% | 2 | -4,642 | -1.48% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 218,947 | 10,737 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 169,962 | 8,832 | 0.0% | — | 4 | +169,962 | New | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 154,518 | 8,030 | 0.01% | 0.01% | 5 | -6,200 | -3.86% | Q1 2026 | May 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 97,854 | 5,087 | 0.0% | 0.0% | 6 | +2,509 | 2.63% | Q1 2026 | May 15, 2026 |
| Mudita Advisors LLP | History | No change | 92,520 | 4,808 | 0.98% | 0.98% | 7 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| STATE STREET CORP | History | Added to | 83,263 | 4,327 | 0.0% | 0.0% | 8 | +2,100 | 2.59% | Q1 2026 | May 15, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 76,959 | 3,999 | 0.08% | 0.08% | 9 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Curbstone Financial Management Corp | History | No change | 57,542 | 2,990 | 0.57% | 0.54% | 10 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 48,413 | 2,516 | 0.0% | 0.0% | 11 | +604 | 1.26% | Q1 2026 | May 08, 2026 |
| Ancora Advisors LLC | History | Added to | 47,559 | 2,471 | 0.05% | 0.04% | 12 | +3,044 | 6.84% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 46,139 | 2,397 | 0.0% | 0.0% | 13 | -908 | -1.93% | Q1 2026 | May 05, 2026 |
| Empowered Funds, LLC | History | New | 42,797 | 2,224 | 0.01% | — | 14 | +42,797 | New | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 39,907 | 2,073 | 0.0% | 0.0% | 15 | +1,925 | 5.07% | Q1 2026 | May 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 39,188 | 2,036 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 35,454 | 1,841 | 0.0% | 0.0% | 17 | +1,486 | 4.37% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Added to | 33,327 | 1,732 | 0.0% | 0.0% | 18 | +55 | 0.17% | Q1 2026 | May 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 32,377 | 1,682 | 0.0% | 0.0% | 19 | +16,711 | 106.67% | Q1 2026 | May 15, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 29,516 | 1,533 | 0.02% | 0.02% | 20 | -47 | -0.16% | Q1 2026 | May 22, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 27,129 | 1,409 | 0.0% | — | 21 | +27,129 | New | Q1 2026 | May 08, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 25,953 | 1,348 | 0.0% | 0.0% | 22 | +4,672 | 21.95% | Q1 2026 | May 08, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 23,064 | 1,198 | 0.0% | — | 23 | +23,064 | New | Q1 2026 | May 08, 2026 |
| Saber Capital Managment, LLC | History | Reduced | 20,628 | 1,072 | 0.8% | 0.93% | 24 | -2,223 | -9.73% | Q1 2026 | May 06, 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | Reduced | 20,094 | 1,044 | 0.1% | 0.09% | 25 | -11 | -0.05% | Q1 2026 | May 07, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 19,948 | 1,036 | 0.0% | 0.0% | 26 | +253 | 1.28% | Q1 2026 | May 11, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 18,316 | 898 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RBF Capital, LLC | History | No change | 17,230 | 895 | 0.04% | 0.04% | 28 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 12,802 | 665 | 0.0% | 0.0% | 29 | +3,551 | 38.39% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 12,668 | 658 | 0.0% | 0.0% | 30 | +113 | 0.9% | Q1 2026 | Apr 30, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 10,897 | 566 | 0.0% | 0.0% | 31 | -143 | -1.3% | Q1 2026 | May 01, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 10,807 | 561 | 0.0% | 0.0% | 32 | -859 | -7.36% | Q1 2026 | May 15, 2026 |
| STRS OHIO | History | No change | 10,300 | 535 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| MORGAN STANLEY | History | Reduced | 8,102 | 421 | 0.0% | 0.0% | 34 | -2,731 | -25.21% | Q1 2026 | May 15, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 7,840 | 407 | 0.0% | 0.0% | 35 | +3,549 | 82.71% | Q1 2026 | Apr 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 7,354 | 382 | 0.0% | 0.0% | 36 | +4,869 | 195.94% | Q1 2026 | May 08, 2026 |
| Baird Financial Group, Inc. | History | No change | 6,506 | 338 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 6,025 | 313 | 0.0% | 0.0% | 38 | +1,446 | 31.58% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 5,950 | 309 | 0.0% | 0.0% | 39 | -5,901 | -49.79% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 5,203 | 270 | 0.0% | 0.0% | 40 | -68 | -1.29% | Q1 2026 | May 12, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 4,920 | 255 | 0.0% | 0.0% | 41 | +4,220 | 602.86% | Q1 2026 | May 06, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 4,861 | 252 | 0.0% | 0.0% | 42 | -1,372 | -22.01% | Q1 2026 | May 15, 2026 |
| Kovack Advisors, Inc. | History | Added to | 4,326 | 224 | 0.01% | 0.01% | 43 | +159 | 3.82% | Q1 2026 | May 12, 2026 |
| Byrne Asset Management LLC | History | Added to | 4,167 | 216 | 0.13% | 0.09% | 44 | +967 | 30.22% | Q1 2026 | Apr 02, 2026 |
| Apeiron RIA LLC | History | No change | 4,147 | 215 | 0.05% | 0.05% | 45 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Invesco Ltd. | History | Reduced | 4,087 | 212 | 0.0% | 0.0% | 46 | -734 | -15.23% | Q1 2026 | May 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 3,940 | 204 | 0.0% | 0.0% | 47 | +75 | 1.94% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 3,341 | 173 | 0.0% | 0.0% | 48 | +803 | 31.64% | Q1 2026 | May 05, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 3,270 | 169 | 0.0% | 0.0% | 49 | -1,829 | -35.87% | Q1 2026 | May 06, 2026 |
| MetLife Investment Management, LLC | History | No change | 2,449 | 127 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 1,912 | 99 | 0.0% | 0.0% | 51 | +34 | 1.81% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 1,705 | 88 | 0.0% | — | 52 | +1,705 | New | Q1 2026 | May 08, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,619 | 83 | 0.0% | 0.0% | 53 | -3,896 | -70.64% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,507 | 78 | 0.0% | 0.0% | 54 | -3,016 | -66.68% | Q1 2026 | May 11, 2026 |
| LOM Asset Management Ltd | History | No change | 1,000 | 51 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| BARCLAYS PLC | History | Reduced | 970 | 50 | 0.0% | 0.0% | 56 | -5,436 | -84.86% | Q1 2026 | May 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 922 | 47 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 919 | 47 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 854 | 44 | 0.0% | 0.0% | 59 | -49 | -5.43% | Q1 2026 | May 12, 2026 |
| FMR LLC | History | Added to | 776 | 40 | 0.0% | 0.0% | 60 | +10 | 1.31% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 532 | 27 | 0.0% | 0.0% | 61 | +296 | 125.42% | Q1 2026 | May 15, 2026 |
| Main Street Group, LTD | History | New | 25,000 | 26 | 0.01% | — | 62 | +25,000 | New | Q1 2026 | May 06, 2026 |
| CITIGROUP INC | History | Added to | 452 | 23 | 0.0% | 0.0% | 63 | +94 | 26.26% | Q1 2026 | May 11, 2026 |
| Legal & General Group Plc | History | No change | 366 | 19 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 304 | 15 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 144 | 7 | 0.0% | — | 66 | +143 | 14300.0% | Q1 2026 | May 15, 2026 |
| Abound Wealth Management | History | No change | 142 | 7 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Sterling Capital Management LLC | History | Reduced | 132 | 6 | 0.0% | 0.0% | 68 | -98 | -42.61% | Q1 2026 | Apr 22, 2026 |
| FIFTH THIRD BANCORP | History | New | 100 | 5 | 0.0% | — | 69 | +100 | New | Q1 2026 | May 01, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | New | 75 | 3 | 0.0% | — | 71 | +75 | New | Q1 2026 | Apr 28, 2026 |
| COMERICA BANK | History | No change | 81 | 3 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Optiver Holding B.V. | History | Reduced | 40 | 2 | 0.0% | 0.0% | 76 | -8 | -16.67% | Q1 2026 | May 15, 2026 |
| AdvisorNet Financial, Inc | History | No change | 55 | 2 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Stone House Investment Management, LLC | History | No change | 40 | 2 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Archer Investment Corp | History | No change | 51 | 2 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SBI Securities Co., Ltd. | History | No change | 41 | 2 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 13 | 1 | 0.0% | 0.0% | 78 | -69 | -84.15% | Q1 2026 | May 15, 2026 |
| Covestor Ltd | History | Reduced | 11 | 1 | 0.0% | 0.0% | 79 | -30 | -73.17% | Q1 2026 | May 05, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 33 | 1 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40,000 | -100.0% | Q1 2026 | May 01, 2026 |
| M&T BANK CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -21,500 | -100.0% | Q1 2026 | May 12, 2026 |
| Tidal Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,123 | -100.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,418 | -100.0% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -125 | -100.0% | Q1 2026 | May 08, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q1 2026 | May 01, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | — | — | -18 | -100.0% | Q1 2026 | May 04, 2026 |
| MAI Capital Management | History | Added to | 16 | 0 | — | — | — | +15 | 1500.0% | Q1 2026 | May 15, 2026 |
| BAYBAN | History | New | 13 | 0 | — | — | — | +13 | New | Q1 2026 | Apr 24, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | May 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 8 | 0 | — | — | — | +6 | 300.0% | Q1 2026 | May 07, 2026 |
| Arax Advisory Partners | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | May 13, 2026 |
| GAMMA Investing LLC | History | Reduced | 15 | 0 | — | — | — | -3 | -16.67% | Q1 2026 | Apr 06, 2026 |
| Root Financial Partners, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 24, 2026 |
| IFP Advisors, Inc | History | Reduced | 5 | 0 | — | — | — | -1 | -16.67% | Q1 2026 | Apr 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 4 | 0 | — | — | — | +1 | 33.33% | Q1 2026 | May 15, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 13, 2026 |
| JPL Wealth Management, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Marquette Asset Management, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Kingdom Financial Group LLC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Essential Partners LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 21, 2026 |