NACCO Industries Ownership | Who Owns NACCO Industries?

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NACCO Industries Ownership Summary

NACCO Industries is owned by 28.06% institutional investors, 34.37% insiders, and 37.57% retail investors. Dimensional fund advisors lp is the largest institutional shareholder, holding 5.89% of NC shares. DFA US Small Cap Value I is the top mutual fund, with 1.86% of its assets in NACCO Industries shares.

NC Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	NACCO Industries	28.06%	34.37%	37.57%
Sector	Energy Stocks	59.12%	12.79%	28.09%
Industry	Coal Stocks	55.20%	13.96%	30.84%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Dimensional fund advisors lp	438.70K	5.89%	$12.14M
Blackrock	340.48K	4.57%	$9.42M
Vanguard group	210.00K	2.82%	$5.81M
Renaissance	191.02K	2.56%	$5.29M
Fmr	150.32K	2.02%	$4.16M
Geode capital management	92.83K	1.25%	$2.57M
Bridgeway capital management	89.00K	1.19%	$2.46M
State street	77.51K	1.04%	$2.14M
Bank of new york mellon	49.16K	0.66%	$1.36M
Prescott group capital management	45.89K	0.62%	$1.27M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Prescott group capital management	45.89K	0.20%	$1.27M
Bridgeway capital management	89.00K	0.06%	$2.46M
Rbf capital	18.07K	0.03%	$499.94K
Empowered funds	32.99K	0.02%	$912.72K
Byrne asset management	550.00	0.01%	$16.49K
Renaissance	191.02K	0.01%	$5.29M
Cwm	33.67K	0.00%	$932.00K
Johnson investment counsel	12.74K	0.00%	$352.57K
Dimensional fund advisors lp	438.70K	0.00%	$12.14M
Acadian asset management	35.22K	0.00%	$974.00K

Top Buyers

Holder	Shares	% Assets	Change
Blackrock	340.48K	0.00%	39.01K
Millennium management	14.68K	0.00%	14.68K
Geode capital management	92.83K	0.00%	2.57K
Empowered funds	32.99K	0.02%	2.34K
Bridgeway capital management	89.00K	0.06%	2.34K

Top Sellers

Holder	Shares	% Assets	Change
Fmr	150.32K	0.00%	-169.23K
Prescott group capital management	45.89K	0.20%	-17.15K
Invesco	-	-	-14.50K
Jane street group	-	-	-12.01K
Janney montgomery scott	-	-	-10.22K

New Positions

Holder	Shares	% Assets	Change	Value
Corebridge financial	2.23K	0.00%	2.23K	$61.73K
Mirae asset global etfs	1.63K	0.00%	1.63K	$45.02K
Comerica bank	68.00	-	68.00	$1.88K
Srs capital advisors	21.00	0.00%	21.00	$582.00
Archer investment	10.00	0.00%	10.00	$279.00

Sold Out

Holder	Change
Cornerstone planning group	-21.00
Clear street markets	-100.00
Qube research	-197.00
Lsv asset management	-1.52K
American group	-2.07K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	60	-9.09%	2,052,094	-5.81%	28	3.23%	30	7.14%	11	-45.00%
Jun 30, 2024	65	12.07%	2,121,128	-10.24%	28	2.83%	28	21.74%	20	17.65%
Mar 31, 2024	58	-3.33%	2,363,178	-6.22%	31	2.79%	23	4.55%	17	-5.56%
Dec 31, 2023	60	-6.25%	2,519,990	-1.00%	33	2.94%	22	10.00%	18	-14.29%
Sep 30, 2023	64	-	2,545,370	-0.72%	33	2.91%	20	-28.57%	21	-4.55%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
DFA US Small Cap Value I	135.58K	1.86%	-1.65K
Vanguard Total Stock Mkt Idx Inv	121.25K	1.66%	-
iShares Russell 2000 ETF	105.12K	1.44%	-224.00
Vanguard Institutional Extnd Mkt Idx Tr	60.43K	0.83%	-
DFA US Targeted Value I	52.47K	0.72%	-1.75K
Fidelity Low-Priced Stock	49.47K	0.68%	-47.79K
Bridgeway Omni Small-Cap Value	41.95K	0.57%	-
Bridgeway Omni Small-Cap Value N	41.95K	0.57%	-
DFA US Small Cap I	41.39K	0.57%	-
DFA US Micro Cap I	40.63K	0.56%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jun 13, 2024	Maxwell Thomas A	SVP Finance and Treasurer	Sell	$33.11K
Mar 13, 2024	Maxwell Thomas A	SVP Finance and Treasurer	Sell	$25.67K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	-
2024 Q3	-	-
2024 Q2	-	1
2024 Q1	-	1
2023 Q4	-	-

NC Ownership FAQ

Who Owns NACCO Industries?

NACCO Industries shareholders are primarily institutional investors at 28.06%, followed by 34.37% insiders and 37.57% retail investors. The average institutional ownership in NACCO Industries's industry, Coal Stocks , is 55.20%, which NACCO Industries falls below.

Who owns the most shares of NACCO Industries?

NACCO Industries’s largest shareholders are Dimensional fund advisors lp (438.7K shares, 5.89%), Blackrock (340.48K shares, 4.57%), and Vanguard group (210K shares, 2.82%). Together, they hold 13.27% of NACCO Industries’s total shares outstanding.

Does Blackrock own NACCO Industries?

Yes, BlackRock owns 4.57% of NACCO Industries, totaling 340.48K shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 9.42M$. In the last quarter, BlackRock increased its holdings by 39.01K shares, a 12.94% change.

Who is NACCO Industries’s biggest shareholder by percentage of total assets invested?

Prescott group capital management is NACCO Industries’s biggest shareholder by percentage of total assets invested, with 0.20% of its assets in 45.89K NACCO Industries shares, valued at 1.27M$.

Who is the top mutual fund holder of NACCO Industries shares?

DFA US Small Cap Value I is the top mutual fund holder of NACCO Industries shares, with 1.86% of its total shares outstanding invested in 135.58K NACCO Industries shares.

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