Nacco Industries Class ANC

13F holders, Q1 2025 (March 31)
68holders +5
7new positions
2sold out
3famous investors
$33.73avg. 13F price*

At the end of Q1 2025, 68 institutions reported holding Nacco Industries Class A (NC) in their 13F filings, up 5 from Q4 2024. 7 opened new positions and 2 sold out. The largest holders were Dimensional Fund Advisors LP ($13.8M), BlackRock, Inc. ($11.8M) and Vanguard Group Inc. ($7.2M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions7$3.3M
Exits2$760K

All 13F filers, Q4 2024 → Q1 2025: 164,284 shares bought and 90,233 shares sold, net +74,051 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 68 holders

Dimensional Fund Advisors LP 0.00% Reduce -2.1% 409,127 $13.8M
BlackRock, Inc. 0.00% Add +0.5% 350,423 $11.8M
Vanguard Group Inc. 0.00% Reduce -0.2% 213,351 $7.2M
Renaissance Technologies 0.01% Reduce -2.8% 176,418 $6.0M
Geode Capital Management, LLC 0.00% Add +0.9% 87,391 $2.9M
Mudita Advisors LLP 1.47% New 86,281 $2.9M
State Street Corp. 0.00% Reduce -1.5% 80,671 $2.7M
Bridgeway Capital Management, LLC 0.06% Reduce -1.2% 71,187 $2.4M
PNC Financial Services Group, Inc. 0.00% Add +343.5% 69,556 $2.3M
Curbstone Financial Management Corp 0.41% No change 57,542 $1.9M
Northern Trust Corp. 0.00% Reduce -0.9% 43,202 $1.5M
American Century Companies Inc. 0.00% Reduce -1.8% 40,250 $1.4M
Empowered Funds, LLC 0.02% Add +6.9% 38,972 $1.3M
Acadian Asset Management LLC 0.00% Reduce -0.9% 36,004 $1.2M
Bank of New York Mellon Corp 0.00% Reduce -3.6% 35,953 $1.2M
Cwm, LLC 0.00% Reduce -1.9% 33,141 $1.1M
Two Sigma Advisers, LP 0.00% Reduce -2.8% 20,716 $699K
Prescott Group Capital Management, L.L.C. 0.10% Reduce -23.3% 20,105 $678K
Connor, Clark & Lunn Investment Management Ltd. 0.00% No change 19,079 $644K
Two Sigma Investments, LP 0.00% Reduce -6.7% 17,494 $590K
RBF Capital, LLC 0.04% No change 17,330 $585K
Penn Mutual Asset Management 1.36% Add +17.9% 15,960 $538K
Nuveen, LLC 0.00% — 13,194 $445K
Johnson Investment Counsel Inc. 0.00% No change 12,742 $430K
Morgan Stanley 0.00% Reduce -30.2% 11,991 $404K
Charles Schwab Investment Management Inc. 0.00% No change 11,674 $394K
Millennium Management 0.00% Reduce -39.4% 11,537 $389K
JPMorgan Chase & Co. 0.00% Reduce -42.0% 9,464 $319K
Citadel Advisors 0.00% Reduce -26.5% 8,942 $302K
Goldman Sachs Group Inc. 0.00% Reduce -37.1% 8,665 $292K
Baird Financial Group, Inc. 0.00% New 6,506 $219K
Rhumbline Advisers 0.00% Add +2.9% 6,393 $216K
New York State Common Retirement Fund 0.00% Reduce -28.1% 6,135 $207K
Barclays PLC 0.00% Reduce -26.0% 5,749 $194K
Royal Bank of Canada 0.00% Add +909.8% 5,473 $185K
Bank of America Corp. 0.00% Reduce -34.9% 4,236 $143K
UBS Group AG 0.00% Reduce -11.2% 4,140 $140K
Citigroup Inc. 0.00% Reduce -9.8% 2,886 $97K
Wells Fargo & Company 0.00% Add +2.3% 2,560 $86K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +3.3% 2,470 $83K
MetLife Investment Management, LLC 0.00% New 2,449 $83K
Exchange Traded Concepts, LLC 0.00% Add +30.9% 2,366 $80K
Corebridge Financial, Inc. 0.00% Reduce -1.5% 1,994 $67K
NewEdge Advisors, LLC 0.00% No change 1,919 $65K
Byrne Asset Management LLC 0.04% New 1,357 $46K
Clearstead Advisors, LLC 0.00% No change 922 $31K
Deutsche Bank AG 0.00% Add +95.0% 700 $24K
FMR LLC 0.00% Add +5.3% 690 $23K
BNP Paribas Financial Markets 0.00% Reduce -52.6% 545 $18K
Tower Research Capital LLC (TRC) 0.00% Reduce -72.1% 342 $12K
Legal & General Group Plc 0.00% No change 307 $10K
Ameritas Investment Partners, Inc. 0.00% No change 304 $10K
Russell Investments Group, Ltd. 0.00% Add +72.5% 157 $5K
Amalgamated Bank 0.00% No change 141 $5K
Abound Wealth Management 0.00% No change 142 $5K
Sterling Capital Management LLC 0.00% Reduce -49.3% 70 $2K
AdvisorNet Financial, Inc 0.00% No change 55 $2K
Concord Wealth Partners 0.00% No change 50 $2K
Comerica Bank 0.00% No change 45 $2K
SBI Securities Co., Ltd. 0.00% Reduce -28.1% 41 $1K
Coldstream Capital Management Inc. 0.00% New 35 $1K
Nisa Investment Advisors, LLC 0.00% New 33 $1K
GAMMA Investing LLC 0.00% New 15 $506
Archer Investment Corp 0.00% No change 10 $348
Northwestern Mutual Wealth Management Co. 0.00% No change 1 $37
Huntington National Bank 0.00% No change 1 $34
IFP Advisors, Inc 0.00% No change 1 $34
Covestor Ltd 0.00% Reduce -33.3% 4 $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.