NC · Nacco Industries Inc · Holdings

$39.70 -0.14 (-0.35%) At close · Sep 11

Russell 2000 member Rebalance outlook locked

Market Cap

$299.60M

7.55M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 91

Total Value: $106,413,498

Total Shares: 2,126,145

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 91 13F filers · Δ vs Mar 31, 2026

Top Holder

18.9%

+0.3 pts

Top 5

53.6%

+1.0 pts

Top 10

70.5%

+1.2 pts

HHI

814

Broadly held+28

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -3

Institutional value: -4.8%

Shares held: -1.2%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega Russell Investments Group, Ltd.	+13,350	39,303
Mega BlackRock, Inc.	+10,199	320,068
Mid Ancora Advisors LLC	+8,344	55,903
Mega GEODE CAPITAL MANAGEMENT, LLC	+6,835	104,689
Mega TWO SIGMA INVESTMENTS, LP	+4,913	37,290

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Large RENAISSANCE TECHNOLOGIES LLC	−6,700	147,818
Mega VANGUARD CAPITAL MANAGEMENT LLC	−3,445	166,517
Large EXCHANGE TRADED CONCEPTS, LLC	−2,280	5,560
Large NEW YORK STATE COMMON RETIREMENT FUND	−1,000	2,270
Mega CITADEL ADVISORS LLC	−687	4,174

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Large Squarepoint Ops LLC	6,003	$300,450
Large Trexquant Investment LP	5,488	$274,674
Large JONES FINANCIAL COMPANIES LLLP	61	$3,053
Small Concord Wealth Partners	50	$2,502
Micro True Wealth Design, LLC	2	$100

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Small Curbstone Financial Management Corp	57,542	$2,990,457
Large CWM, LLC	33,327	$1,732,004
Mega BANK OF AMERICA CORP /DE/	3,940	$204,761
Mid Optiver Holding B.V.	40	$2,078
Large MAI Capital Management	16	$831

Filter: New 5 Increased 36 Reduced 20 Sold out 8 Unchanged 30

Showing 91 of 91

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

DIMENSIONAL FUND ADVISORS LP

$20,074,253

18.86%

401,084

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Dimensional Fund Advisors Ltd.	527	$26,376	0.1%	Defined
DFA Australia Ltd.	2,724	$136,336	0.7%	Defined
Dimensional Ireland Ltd	10,941	$547,597	2.7%	Defined
Held directly	386,892	$19,363,944	96.5%	Sole

BlackRock, Inc.

$16,019,399

15.05%

320,068

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	23,845	$1,193,442	7.4%	Sole
BlackRock Asset Management Canada Ltd	17	$850	0.0%	Sole
BlackRock Investment Management, LLC	10,784	$539,739	3.4%	Sole
BLACKROCK ADVISORS LLC	8,704	$435,635	2.7%	Sole
BlackRock Fund Advisors	148,114	$7,413,105	46.3%	Sole
BlackRock Institutional Trust Company, N.A.	127,616	$6,387,180	39.9%	Sole
Aperio Group, LLC	973	$48,698	0.3%	Sole
SpiderRock Advisors, LLC	15	$750	0.0%	Sole

VANGUARD CAPITAL MANAGEMENT LLC

$8,334,175

7.83%

166,517

RENAISSANCE TECHNOLOGIES LLC

$7,398,290

6.95%

147,818

GEODE CAPITAL MANAGEMENT, LLC

$5,239,683

4.92%

104,689

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	16,215	$811,560	15.5%	Defined
Held directly	88,474	$4,428,123	84.5%	Defined

Mudita Advisors LLP

$4,630,626

4.35%

92,520

STATE STREET CORP

$4,187,633

3.94%

83,669

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS EUROPE LIMITED joint	83,669	$4,187,633	100.0%	Defined

BRIDGEWAY CAPITAL MANAGEMENT, LLC

$3,851,797

3.62%

76,959

Ancora Advisors LLC

$2,797,945

2.63%

55,903

PNC FINANCIAL SERVICES GROUP, INC.

$2,451,949

2.30%

48,990

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	48,990	$2,451,949	100.0%	Defined

Bank of New York Mellon Corp

$2,315,662

2.18%

46,267

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Investments Corporation	39,834	$1,993,691	86.1%	Defined
The Bank of New York Mellon	6,431	$321,871	13.9%	Defined
Held directly	2	$100	0.0%	Defined

Empowered Funds, LLC

$2,141,989

2.01%

42,797

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Bridgeway Capital Management, LLC	42,797	$2,141,989	100.0%	Other

NORTHERN TRUST CORP

$2,122,018

1.99%

42,398

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	41,748	$2,089,486	98.5%	Other
DWS INVESTMENT MANAGEMENT AMERICAS, INC joint	650	$32,532	1.5%	Other

Russell Investments Group, Ltd.

$1,967,112

1.85%

39,303

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC	11,975	$599,347	30.5%	Defined
Russell Investments Capital, LLC	11,978	$599,498	30.5%	Defined
Russell Investments France SAS	5,147	$257,607	13.1%	Defined
Russell Investments Trust Company	10,203	$510,660	26.0%	Defined

AMERICAN CENTURY COMPANIES INC

$1,951,049

1.83%

38,982

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
AMERICAN CENTURY INVESTMENT MANAGEMENT INC	38,982	$1,951,049	100.0%	Defined

TWO SIGMA INVESTMENTS, LP

$1,866,364

1.75%

37,290

ACADIAN ASSET MANAGEMENT LLC

$1,743,541

1.64%

34,836

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Acadian Inc	34,836	$1,743,541	100.0%	Defined

SEGALL BRYANT & HAMILL, LLC

$1,474,623

1.39%

29,463

VANGUARD FIDUCIARY TRUST CO

$1,454,402

1.37%

29,059

VANGUARD PORTFOLIO MANAGEMENT LLC

$1,373,772

1.29%

27,448

Saber Capital Managment, LLC

$1,032,331

0.97%

20,626

Prescott Group Capital Management, L.L.C.

$1,005,704

0.95%

20,094

Connor, Clark & Lunn Investment Management Ltd.

$994,343

0.93%

19,867

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manager 1	19,867	$994,343	100.0%	Sole

GOLDMAN SACHS GROUP INC

$882,131

0.83%

17,625

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	6,321	$316,366	35.9%	Defined
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	11,304	$565,765	64.1%	Defined

RBF Capital, LLC

$862,361

0.81%

17,230

Nuveen, LLC

$634,033

0.60%

12,668

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Nuveen Asset Management, LLC joint	222	$11,111	1.8%	Defined
TEACHERS ADVISORS, LLC joint	12,446	$622,922	98.2%	Defined

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$596,896

0.56%

11,926

STRS OHIO

$560,560

0.53%

11,200

JOHNSON INVESTMENT COUNSEL INC

$545,394

0.51%

10,897

AQR CAPITAL MANAGEMENT LLC

$480,128

0.45%

9,593

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RF&L WEALTH MANAGEMENT, LLC	1	$50	0.0%	Other
Compound Planning, Inc.	1	$50	0.0%	Other
Arax Advisory Partners	61	$3,053	0.6%	Other
HALBERT HARGROVE GLOBAL ADVISORS, LLC	70	$3,503	0.7%	Other
Stokes Family Office, LLC	9	$450	0.1%	Other
Held directly	9,451	$473,022	98.5%	Defined

MORGAN STANLEY

$421,668

0.40%

8,425

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	14	$700	0.2%	Defined
MORGAN STANLEY & CO. LLC	1,164	$58,258	13.8%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	578	$28,928	6.9%	Defined
MORGAN STANLEY SMITH BARNEY LLC	5,015	$251,000	59.5%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	1,654	$82,782	19.6%	Defined

MILLENNIUM MANAGEMENT LLC

$393,943

0.37%

7,871

LOS ANGELES CAPITAL MANAGEMENT LLC

$348,398

0.33%

6,961

Baird Financial Group, Inc.

$325,625

0.31%

6,506

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BAIRD TRUST Co	6,506	$325,625	100.0%	Defined

Squarepoint Ops LLC

$300,450

0.28%

6,003

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Squarepoint Capital LLP	6,003	$300,450	100.0%	Defined

EXCHANGE TRADED CONCEPTS, LLC

$278,278

0.26%

5,560

Trexquant Investment LP

$274,674

0.26%

5,488

DEUTSCHE BANK AG\

$263,763

0.25%

5,270

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DWS INVESTMENT MANAGEMENT AMERICAS, INC	700	$35,035	13.3%	Defined
DWS Investments UK Ltd	4,570	$228,728	86.7%	Defined

RHUMBLINE ADVISERS

$253,002

0.24%

5,055

Byrne Asset Management LLC

$228,578

0.21%

4,567

WELLS FARGO & COMPANY/MN

$217,016

0.20%

4,336

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	3,435	$171,921	79.2%	Defined
WELLS FARGO CLEARING SERVICES, LLC	901	$45,095	20.8%	Defined

Kovack Advisors, Inc.

$216,866

0.20%

4,333

CITADEL ADVISORS LLC

$208,908

0.20%

4,174

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	1,709	$85,535	40.9%	Defined
Held directly	2,465	$123,373	59.1%	Defined

Apeiron RIA LLC

$207,557

0.20%

4,147

Invesco Ltd.

$201,348

0.19%

4,023

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Advisers, Inc. joint	595	$29,778	14.8%	Defined
Invesco Trust Co joint	1,633	$81,731	40.6%	Defined
Invesco Capital Management LLC	1,795	$89,839	44.6%	Defined

UBS Group AG

$143,042

0.13%

2,858

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	2,015	$100,850	70.5%	Defined
UBS AG	843	$42,192	29.5%	Defined

MetLife Investment Management, LLC

$122,572

0.12%

2,449

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
METLIFE INC	2,449	$122,572	100.0%	Defined

CITIGROUP INC

$117,616

0.11%

2,350

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citibank, N.A. joint	265	$13,263	11.3%	Defined
Citigroup Financial Products Inc. joint	2,085	$104,353	88.7%	Defined

NEW YORK STATE COMMON RETIREMENT FUND

$113,613

0.11%

2,270

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

$94,544

0.09%

1,889

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Global X Management CO LLC joint	1,889	$94,544	100.0%	Defined

LOM Asset Management Ltd

$91,091

0.09%

1,820

Vanguard Global Advisers, LLC

$85,335

0.08%

1,705

JPMORGAN CHASE & CO

$85,085

0.08%

1,700

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JPMorgan Chase Bank, N.A.	1,700	$85,085	100.0%	Defined

NewEdge Advisors, LLC

$70,970

0.07%

1,418

Clearstead Advisors, LLC

$46,196

0.04%

923

Police & Firemen's Retirement System of New Jersey

$45,995

0.04%

919

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Capital	919	$45,995	100.0%	Defined

FMR LLC

$45,645

0.04%

912

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	870	$43,543	95.4%	Defined
STRATEGIC ADVISERS LLC	42	$2,102	4.6%	Defined

BARCLAYS PLC

$40,590

0.04%

811

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	765	$38,288	94.3%	Defined
BARCLAYS CAPITAL INC.	46	$2,302	5.7%	Defined

BNP PARIBAS ARBITRAGE, SA

$36,836

0.03%

736

ROYAL BANK OF CANADA

$23,322

0.02%

466

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC CMA LTD.	117	$5,855	25.1%	Defined
RBC Capital Markets, LLC	349	$17,467	74.9%	Defined

Tower Research Capital LLC (TRC)

$18,668

0.02%

373

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Latour Trading LLC (Latour)	373	$18,668	100.0%	Defined

Arax Advisory Partners

$18,318

0.02%

366

Legal & General Group Plc

$18,318

0.02%

366

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Legal & General Investment Management America Inc	366	$18,318	100.0%	Defined

Ameritas Investment Partners, Inc.

$15,215

0.01%

304

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EATON VANCE MANAGEMENT	304	$15,215	100.0%	Other

HUNTINGTON NATIONAL BANK

$7,207

0.01%

144

Abound Wealth Management

$7,107

0.01%

142

FIFTH THIRD BANCORP

$4,754

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fifth Third Bank, National Association	95	$4,754	100.0%	Defined

Sterling Capital Management LLC

$4,154

0.00%

WHITTIER TRUST CO OF NEVADA INC

$3,753

0.00%

JONES FINANCIAL COMPANIES LLLP

$3,053

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	61	$3,053	100.0%	Sole

AdvisorNet Financial, Inc

$2,752

0.00%

Archer Investment Corp

$2,602

0.00%

Concord Wealth Partners

$2,502

0.00%

SBI Securities Co., Ltd.

$2,052

0.00%

Stone House Investment Management, LLC

$2,002

0.00%

NISA INVESTMENT ADVISORS, LLC

$1,651

0.00%

Allworth Financial LP

$1,351

0.00%

Essential Partners LLC

$900

0.00%

GAMMA Investing LLC

$750

0.00%

BAYBAN

$650

0.00%

IFP Advisors, Inc

$600

0.00%

Marquette Asset Management, LLC

$600

0.00%

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

$500

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Group AG	10	$500	100.0%	Defined

EverSource Wealth Advisors, LLC

$400

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BMSS Wesson Wealth Solutions, LLC	2	$100	25.0%	Sole
Held directly	6	$300	75.0%	Sole

ROTHSCHILD INVESTMENT LLC

$400

0.00%

Basecamp Wealth Advisors LLC

$200

0.00%

True Wealth Design, LLC

$100

0.00%

Farther Finance Advisors, LLC

$100

0.00%

Kingdom Financial Group LLC.

$50

0.00%

JPL Wealth Management, LLC

$50

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

$50

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	3,940	$204,761	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Optiver VOF	40	$2,078	100.0%	Defined

Key facts CIK 789933 CUSIP 629579103 13F (30d) 23 filings 23 filers Visit website Investor relations