DaveManuel.com · Institutional Ownership · Who Owns It
NACCO INDS INC (NC)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
91
Reporting holders
$106.4M
Reported value
0.0%
Calls
0.0%
Puts
-3
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | $20.1M | 401,084 | 0.00% | 31q | HELD |
| BlackRock, Inc. | $16.0M | 320,068 | 0.00% | 8q | +3.3%+$510.5K |
| VANGUARD CAPITAL MANAGEMENT LLC | $8.3M | 166,517 | 0.00% | 2q | -2.0%-$172.4K |
| RENAISSANCE TECHNOLOGIES LLC | $7.4M | 147,818 | 0.01% | 31q | -4.3%-$335.3K |
| GEODE CAPITAL MANAGEMENT, LLC | $5.2M | 104,689 | 0.00% | 31q | +7.0%+$342.2K |
| Mudita Advisors LLP | $4.6M | 92,520 | 0.96% | 6q | HELD |
| STATE STREET CORP | $4.2M | 83,669 | 0.00% | 31q | HELD |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $3.9M | 76,959 | 0.07% | 31q | HELD |
| Ancora Advisors LLC | $2.8M | 55,903 | 0.05% | 4q | +17.5%+$417.6K |
| PNC Financial Services Group, Inc. | $2.5M | 48,990 | 0.00% | 15q | +1.2%+$28.9K |
| Bank of New York Mellon Corp | $2.3M | 46,267 | 0.00% | 31q | HELD |
| Empowered Funds, LLC | $2.1M | 42,797 | 0.01% | 2q | HELD |
| NORTHERN TRUST CORP | $2.1M | 42,398 | 0.00% | 31q | +6.2%+$124.7K |
| Russell Investments Group, Ltd. | $2.0M | 39,303 | 0.00% | 13q | +51.4%+$668.2K |
| AMERICAN CENTURY COMPANIES INC | $2.0M | 38,982 | 0.00% | 21q | -0.5%-$10.3K |
| TWO SIGMA INVESTMENTS, LP | $1.9M | 37,290 | 0.00% | 11q | +15.2%+$245.9K |
| ACADIAN ASSET MANAGEMENT LLC | $1.7M | 34,836 | 0.00% | 19q | -1.7%-$30.9K |
| SEGALL BRYANT & HAMILL, LLC | $1.5M | 29,463 | 0.02% | 5q | HELD |
| VANGUARD FIDUCIARY TRUST CO | $1.5M | 29,059 | 0.00% | 2q | +7.1%+$96.6K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.4M | 27,448 | 0.00% | 2q | +19.0%+$219.4K |
| Saber Capital Managment, LLC | $1.0M | 20,626 | 0.70% | 3q | HELD |
| Prescott Group Capital Management, L.L.C. | $1.0M | 20,094 | 0.09% | 19q | HELD |
| Connor, Clark & Lunn Investment Management Ltd. | $994.3K | 19,867 | 0.00% | 20q | HELD |
| GOLDMAN SACHS GROUP INC | $882.1K | 17,625 | 0.00% | 3q | +37.7%+$241.4K |
| RBF Capital, LLC | $862.4K | 17,230 | 0.04% | 20q | HELD |
| Nuveen, LLC | $634.0K | 12,668 | 0.00% | 6q | HELD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $596.9K | 11,926 | 0.00% | 17q | +10.4%+$56.0K |
| STRS OHIO | $560.6K | 11,200 | 0.00% | 3q | +8.7%+$45.0K |
| JOHNSON INVESTMENT COUNSEL INC | $545.4K | 10,897 | 0.00% | 31q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $480.1K | 9,593 | 0.00% | 3q | +59.2%+$178.6K |
| MORGAN STANLEY | $421.7K | 8,425 | 0.00% | 35q | +4.0%+$16.2K |
| MILLENNIUM MANAGEMENT LLC | $393.9K | 7,871 | 0.00% | 9q | +32.3%+$96.1K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $348.4K | 6,961 | 0.00% | 3q | -5.3%-$19.7K |
| Baird Financial Group, Inc. | $325.6K | 6,506 | 0.00% | 6q | HELD |
| Squarepoint Ops LLC | $300.4K | 6,003 | 0.00% | new | NEW |
| EXCHANGE TRADED CONCEPTS, LLC | $278.3K | 5,560 | 0.00% | 10q | -29.1%-$114.1K |
| Trexquant Investment LP | $274.7K | 5,488 | 0.00% | new | NEW |
| DEUTSCHE BANK AG\ | $263.8K | 5,270 | 0.00% | 34q | +7.1%+$17.5K |
| RHUMBLINE ADVISERS | $253.0K | 5,055 | 0.00% | 17q | -2.8%-$7.4K |
| Byrne Asset Management LLC | $228.6K | 4,567 | 0.12% | 18q | +9.6%+$20.0K |
| WELLS FARGO & COMPANY/MN | $217.0K | 4,336 | 0.00% | 31q | +187.7%+$141.6K |
| Kovack Advisors, Inc. | $216.8K | 4,333 | 0.01% | 3q | HELD |
| CITADEL ADVISORS LLC | $208.9K | 4,174 | 0.00% | 15q | -14.1%-$34.4K |
| Apeiron RIA LLC | $207.6K | 4,147 | 0.05% | 3q | HELD |
| Invesco Ltd. | $201.4K | 4,023 | 0.00% | 3q | -1.6%-$3.2K |
| UBS Group AG | $143.0K | 2,858 | 0.00% | 31q | -14.5%-$24.2K |
| MetLife Investment Management, LLC | $122.6K | 2,449 | 0.00% | 6q | HELD |
| CITIGROUP INC | $117.6K | 2,350 | 0.00% | 18q | +419.9%+$95.0K |
| NEW YORK STATE COMMON RETIREMENT FUND | $113.6K | 2,270 | 0.00% | 14q | -30.6%-$50.1K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $94.5K | 1,889 | 0.00% | 9q | -1.2%-$1.2K |
| LOM Asset Management Ltd | $91.1K | 1,820 | 0.02% | 5q | +82.0%+$41.0K |
| Vanguard Global Advisers, LLC | $85.3K | 1,705 | 0.00% | 2q | HELD |
| JPMORGAN CHASE & CO | $85.3K | 1,700 | 0.00% | 31q | +5.0%+$4.1K |
| NewEdge Advisors, LLC | $71.0K | 1,418 | 0.00% | 15q | HELD |
| Clearstead Advisors, LLC | $46.2K | 923 | 0.00% | 26q | HELD |
| Police & Firemen's Retirement System of New Jersey | $46.0K | 919 | 0.00% | 5q | HELD |
| FMR LLC | $45.6K | 912 | 0.00% | 31q | +17.5%+$6.8K |
| BARCLAYS PLC | $40.6K | 811 | 0.00% | 17q | -16.4%-$8.0K |
| BNP PARIBAS FINANCIAL MARKETS | $36.8K | 736 | 0.00% | 31q | -13.8%-$5.9K |
| ROYAL BANK OF CANADA | $23.0K | 466 | 0.00% | 18q | +3484.6%+$22.4K |
| Tower Research Capital LLC (TRC) | $18.7K | 373 | 0.00% | 18q | -29.9%-$8.0K |
| Legal & General Group Plc | $18.3K | 366 | 0.00% | 17q | HELD |
| Arax Advisory Partners | $18.3K | 366 | 0.00% | 2q | +6000.0%+$18.0K |
| Ameritas Investment Partners, Inc. | $15.2K | 304 | 0.00% | 17q | HELD |
| HUNTINGTON NATIONAL BANK | $7.2K | 144 | 0.00% | 15q | HELD |
| Abound Wealth Management | $7.1K | 142 | 0.00% | 13q | HELD |
| Archer Investment Corp | $5.2K | 104 | 0.00% | 9q | +103.9%+$2.6K |
| FIFTH THIRD BANCORP | $4.8K | 95 | 0.00% | 2q | -5.0% |
| Sterling Capital Management LLC | $4.2K | 83 | 0.00% | 8q | -37.1%-$2.5K |
| WHITTIER TRUST CO OF NEVADA INC | $3.6K | 75 | 0.00% | 2q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $3.2K | 61 | 0.00% | new | NEW |
| AdvisorNet Financial, Inc | $2.8K | 55 | 0.00% | 17q | HELD |
| Concord Wealth Partners | $2.5K | 50 | 0.00% | new | NEW |
| SBI Securities Co., Ltd. | $2.1K | 41 | 0.00% | 7q | HELD |
| Stone House Investment Management, LLC | $2.0K | 40 | 0.00% | 3q | HELD |
| NISA INVESTMENT ADVISORS, LLC | $1.7K | 33 | 0.00% | 6q | HELD |
| Allworth Financial LP | $1.4K | 27 | 0.00% | 2q | +285.7%+$1.0K |
| Essential Partners LLC | $901 | 18 | 0.00% | 5q | +125.0% |
| GAMMA Investing LLC | $751 | 15 | 0.00% | 6q | HELD |
| BAYBAN | $651 | 13 | 0.00% | 2q | HELD |
| Marquette Asset Management, LLC | $601 | 12 | 0.00% | 3q | HELD |
| IFP Advisors, Inc | $601 | 12 | 0.00% | 7q | +140.0% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $501 | 10 | 0.00% | 2q | HELD |
| ROTHSCHILD INVESTMENT LLC | $400 | 8 | 0.00% | 3q | HELD |
| EverSource Wealth Advisors, LLC | $400 | 8 | 0.00% | 5q | +100.0% |
| Basecamp Wealth Advisors LLC | $200 | 4 | 0.00% | 2q | +33.3% |
| True Wealth Design, LLC | $101 | 2 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $100 | 2 | 0.00% | 3q | +100.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $57 | 1 | 0.00% | 15q | HELD |
| JPL Wealth Management, LLC | $51 | 1 | 0.00% | 2q | HELD |
| Kingdom Financial Group LLC. | $26 | 1 | 0.00% | 3q | HELD |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-08-19 | 2026-08-19 | Directors or officers departed or appointed | filing |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 13 | $457.2K | 12,534 | 2 | 4 | 3 | 0.0% |
| Q2 2026 | 91 | $106.4M | 2,126,197 | 5 | 31 | 17 | 0.0% |
| Q1 2026 | 94 | $111.8M | 2,151,227 | 11 | 27 | 23 | 0.0% |
| Q4 2025 | 87 | $105.6M | 2,153,708 | 16 | 22 | 17 | 0.0% |
| Q3 2025 | 77 | $88.3M | 2,094,709 | 5 | 17 | 21 | 0.0% |
| Q2 2025 | 75 | $93.2M | 2,104,429 | 9 | 21 | 18 | 0.0% |
| Q1 2025 | 67 | $70.5M | 2,089,602 | 6 | 14 | 27 | 0.0% |
| Q4 2024 | 63 | $60.1M | 2,016,209 | 4 | 20 | 17 | 0.0% |
| Q3 2024 | 61 | $58.4M | 2,060,947 | 4 | 24 | 11 | 0.0% |
| Q2 2024 | 66 | $60.4M | 2,183,318 | 9 | 15 | 20 | 0.0% |
| Q1 2024 | 58 | $73.3M | 2,426,408 | 4 | 20 | 16 | 0.0% |
| Q4 2023 | 60 | $92.7M | 2,540,597 | 1 | 21 | 16 | 0.0% |
| Q3 2023 | 64 | $89.3M | 2,546,292 | 1 | 18 | 19 | 0.0% |
| Q2 2023 | 64 | $88.9M | 2,563,744 | 5 | 21 | 19 | 0.0% |
| Q1 2023 | 63 | $126.0M | 3,492,067 | 6 | 26 | 15 | 0.0% |
| Q4 2022 | 59 | $96.5M | 2,540,835 | 7 | 18 | 20 | 0.0% |
| Q3 2022 | 52 | $136.8M | 2,908,817 | 3 | 16 | 17 | 0.0% |
| Q2 2022 | 58 | $102.2M | 2,697,603 | 17 | 20 | 10 | 0.0% |
| Q1 2022 | 44 | $94.8M | 2,416,405 | 7 | 15 | 8 | 0.0% |
| Q4 2021 | 39 | $90.2M | 2,484,811 | 4 | 7 | 10 | 0.0% |
| Q3 2021 | 42 | $73.5M | 2,464,749 | 7 | 8 | 14 | 0.0% |
| Q2 2021 | 40 | $61.8M | 2,372,534 | 6 | 6 | 19 | 0.0% |
| Q1 2021 | 43 | $61.1M | 2,448,887 | 2 | 11 | 15 | 0.0% |
| Q4 2020 | 46 | $64.5M | 2,452,229 | 2 | 17 | 14 | 0.0% |
| Q3 2020 | 45 | $43.7M | 2,401,485 | 4 | 7 | 24 | 0.0% |
| Q2 2020 | 49 | $59.9M | 2,569,494 | 3 | 14 | 16 | 0.0% |
| Q1 2020 | 59 | $75.6M | 2,700,806 | 4 | 14 | 23 | 0.0% |
| Q4 2019 | 70 | $135.6M | 2,896,479 | 7 | 20 | 20 | 0.0% |
| Q3 2019 | 76 | $182.9M | 2,861,620 | 8 | 20 | 24 | 0.0% |
| Q2 2019 | 72 | $143.6M | 2,765,366 | 11 | 23 | 24 | 0.0% |
| Q1 2019 | 71 | $106.3M | 2,780,364 | 7 | 18 | 24 | 0.0% |
| Q4 2018 | 67 | $109.8M | 3,237,734 | 2 | 1 | 1 | 0.0% |