Nacco Industries Class ANC

13F holders, Q1 2024 (March 31)
59holders
2famous investors
$30.20avg. 13F price*

At the end of Q1 2024, 59 institutions reported holding Nacco Industries Class A (NC) in their 13F filings. The largest holders were Dimensional Fund Advisors LP ($13.5M), FMR LLC ($9.7M) and BlackRock Inc. ($9.1M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Nacco Industries Class A
CUSIP
629579103
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 59Q1 2024Q2 2024: 67Q2 2024Q3 2024: 62Q3 2024Q4 2024: 63Q4 2024Q1 2025: 68Q1 2025Q2 2025: 75Q2 2025Q3 2025: 77Q3 2025Q4 2025: 87Q4 2025Q1 2026: 94Q1 2026Q2 2026: 91Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions4$1.0M
Exits6$1.4M

Ownership 59 holders

Dimensional Fund Advisors LP 0.00% Add +2.4% 446,770 $13.5M
FMR LLC 0.00% Reduce -27.6% 319,548 $9.7M
BlackRock Inc. 0.00% Reduce -2.8% 301,470 $9.1M
Vanguard Group Inc. 0.00% Add +0.8% 210,072 $6.3M
Renaissance Technologies 0.01% Add +2.4% 199,718 $6.0M
Geode Capital Management, LLC 0.00% Add +4.2% 90,256 $2.7M
Bridgeway Capital Management, LLC 0.05% Add +2.7% 86,661 $2.6M
State Street Corp. 0.00% Add +2.6% 79,818 $2.4M
Prescott Group Capital Management, L.L.C. 0.31% No change 63,039 $1.9M
Curbstone Financial Management Corp 0.38% No change 57,542 $1.7M
Bank of New York Mellon Corp 0.00% Reduce -3.3% 49,931 $1.5M
Northern Trust Corp. 0.00% Reduce -10.4% 45,604 $1.4M
American Century Companies Inc. 0.00% No change 40,337 $1.2M
Acadian Asset Management LLC 0.00% Reduce -8.6% 40,328 $1.2M
Cwm, LLC 0.00% New 33,615 $1.0M
Empowered Funds, LLC 0.02% Add +8.0% 30,646 $926K
LSV Asset Management 0.00% Reduce -32.5% 26,909 $813K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -6.8% 19,513 $589K
RBF Capital, LLC 0.03% No change 18,068 $546K
Two Sigma Investments, LP 0.00% Add +37.4% 16,547 $500K
PNC Financial Services Group, Inc. 0.00% No change 15,550 $470K
Two Sigma Advisers, LP 0.00% Add +35.1% 15,016 $453K
Citadel Advisors 0.00% Add +85.9% 14,632 $442K
Invesco Ltd. 0.00% Add +12.1% 14,497 $438K
New York State Common Retirement Fund 0.00% Add +6.1% 13,900 $420K
Nuveen Asset Management, LLC 0.00% No change 13,194 $398K
Johnson Investment Counsel Inc. 0.00% No change 12,742 $385K
Charles Schwab Investment Management Inc. 0.00% No change 11,674 $353K
Morgan Stanley 0.00% Reduce -18.4% 11,288 $341K
JPMorgan Chase & Co. 0.00% Add +47.8% 10,008 $302K
Janney Montgomery Scott LLC 0.00% No change 8,720 $263K
Squarepoint Ops LLC 0.00% Reduce -14.6% 6,813 $206K
UBS Group AG 0.00% Reduce -85.4% 6,298 $190K
Rhumbline Advisers 0.00% Add +2.5% 6,192 $187K
Bank of America Corp. 0.00% Reduce -33.5% 4,227 $128K
Royal Bank of Canada 0.00% Reduce -22.6% 3,994 $121K
Barclays PLC 0.00% Reduce -48.6% 2,975 $90K
Deutsche Bank AG 0.00% Add +1.1% 2,388 $72K
BNP Paribas Financial Markets 0.00% Add +73.5% 2,079 $63K
American International Group, Inc. 0.00% Reduce -0.9% 2,070 $63K
Wells Fargo & Company 0.00% Add +28.8% 1,927 $58K
NewEdge Advisors, LLC 0.00% No change 1,918 $58K
Clearstead Advisors, LLC 0.00% No change 922 $29K
Citigroup Inc. 0.00% Add +34.5% 923 $28K
Byrne Asset Management LLC 0.02% Add +25.0% 750 $23K
Exchange Traded Concepts, LLC 0.00% New 687 $21K
Legal & General Group Plc 0.00% No change 307 $9K
Ameritas Investment Partners, Inc. 0.00% No change 304 $9K
Tower Research Capital LLC (TRC) 0.00% Reduce -13.7% 291 $9K
Abound Wealth Management 0.00% No change 142 $4K
Amalgamated Bank 0.00% Reduce -62.7% 141 $4K
Qube Research & Technologies Ltd 0.00% New 68 $2K
AdvisorNet Financial, Inc 0.00% No change 55 $2K
Concord Wealth Partners 0.00% No change 50 $2K
Cornerstone Planning Group LLC 0.00% New 21 $698
Russell Investments Group, Ltd. 0.00% Reduce -93.4% 21 $634
Northwestern Mutual Wealth Management Co. 0.00% No change 1 $32
Huntington National Bank 0.00% No change 1 $30
Covestor Ltd 0.00% Add +50.0% 9 $0

"% of holder's portfolio" is NC's weight in each manager's 13F, not the share of Nacco Industries Class A the manager owns.