NACCO Industries Ownership | Who Owns NACCO Industries?

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NACCO Industries Ownership Summary

NACCO Industries is owned by 26.45% institutional investors, 34.37% insiders, and 39.18% retail investors. Dimensional fund advisors lp is the largest institutional shareholder, holding 5.72% of NC shares. DFA US Small Cap Value I is the top mutual fund, with 1.65% of its assets in NACCO Industries shares.

NC Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	NACCO Industries	26.45%	34.37%	39.18%
Sector	Energy Stocks	44.66%	13.80%	41.54%
Industry	Coal Stocks	30.83%	13.79%	55.38%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Dimensional fund advisors lp	418.01K	5.72%	$12.46M
Blackrock funding, inc. /de	348.64K	4.77%	$10.40M
Blackrock	340.48K	4.57%	$9.42M
Vanguard group	213.75K	2.92%	$6.37M
Renaissance	181.42K	2.48%	$5.41M
Geode capital management	86.64K	1.18%	$2.58M
State street	77.51K	1.04%	$2.14M
Bridgeway capital management	72.06K	0.99%	$2.15M
Curbstone financial management	57.54K	0.79%	$1.72M
Northern trust	43.72K	0.59%	$1.21M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Penn mutual asset management	13.54K	0.73%	$403.61K
Curbstone financial management	57.54K	0.36%	$1.72M
Prescott group capital management	26.20K	0.11%	$781.37K
Bridgeway capital management	72.06K	0.05%	$2.15M
Gsa capital partners llp	16.02K	0.04%	$478.00K
Rbf capital	17.33K	0.03%	$516.78K
Empowered funds	36.44K	0.02%	$1.09M
Byrne asset management	660.00	0.01%	$19.68K
Renaissance	181.42K	0.01%	$5.41M
Cwm	33.77K	0.00%	$1.01M

Top Buyers

Holder	Shares	% Assets	Change
Blackrock	340.48K	0.00%	39.01K
Gsa capital partners llp	16.02K	0.04%	16.02K
Penn mutual asset management	13.54K	0.73%	13.54K
Trexquant investment lp	9.44K	0.00%	9.44K
Jpmorgan chase	16.32K	-	8.06K

Top Sellers

Holder	Shares	% Assets	Change
Renaissance	181.42K	0.01%	-20.52K
Bridgeway capital management	72.06K	0.05%	-18.68K
Invesco	-	-	-14.50K
Millennium management	19.02K	0.00%	-12.65K
Dimensional fund advisors lp	418.01K	0.00%	-12.27K

New Positions

Holder	Shares	% Assets	Change	Value
Gsa capital partners llp	16.02K	0.04%	16.02K	$478.00K
Penn mutual asset management	13.54K	0.73%	13.54K	$403.61K
Trexquant investment lp	9.44K	0.00%	9.44K	$281.59K
Comerica bank	68.00	-	68.00	$1.88K
Ifp advisors	1.00	-	1.00	$30.00

Sold Out

Holder	Change
Capital performance advisors llp	-13.00
Cornerstone planning group	-21.00
Srs capital advisors	-21.00
Clear street markets	-100.00
Qube research	-197.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	61	-	1,934,297	-5.77%	26	3.36%	29	-6.45%	16	45.45%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
DFA US Small Cap Value I	122.96K	1.65%	-2.14K
Vanguard US Total Market Shares ETF	121.25K	1.63%	-
Vanguard Total Stock Mkt Idx Inv	121.25K	1.63%	-
iShares Russell 2000 ETF	99.47K	1.34%	-880.00
Vanguard Institutional Extnd Mkt Idx Tr	60.43K	0.81%	-
DFA US Targeted Value I	51.25K	0.69%	-
Fidelity Low-Priced Stock	49.47K	0.68%	-47.79K
DFA US Micro Cap I	40.63K	0.55%	-
EA Bridgeway Omni Small-Cap Value ETF	38.97K	0.52%	39.00
Fidelity Small Cap Index	38.73K	0.52%	-725.00

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
2025 Q2	-	-
2025 Q1	-	-
2024 Q4	-	-
2024 Q3	-	-
2024 Q2	-	1

NC Ownership FAQ

Who Owns NACCO Industries?

NACCO Industries shareholders are primarily institutional investors at 26.45%, followed by 34.37% insiders and 39.18% retail investors. The average institutional ownership in NACCO Industries's industry, Coal Stocks , is 30.83%, which NACCO Industries falls below.

Who owns the most shares of NACCO Industries?

NACCO Industries’s largest shareholders are Dimensional fund advisors lp (418.01K shares, 5.72%), Blackrock funding, inc. /de (348.64K shares, 4.77%), and Blackrock (340.48K shares, 4.57%). Together, they hold 15.05% 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?

Penn mutual asset management is NACCO Industries’s biggest shareholder by percentage of total assets invested, with 0.73% of its assets in 13.54K NACCO Industries shares, valued at 403.61K$.

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 1.65% of its total shares outstanding invested in 122.96K NACCO Industries shares.

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