NACCO Industries Inc (NC) Ownership

36.43 ↓0.37 (-1.01%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Dimensional Fund Advisors, Inc. is the biggest individual institutional holder of NACCO Industries Inc (NC), owning a total of 418 thousand shares. Combined, the top 31 institutional holders of NC own 30.33% of the company with a total of 2.2 million shares.

In the latest ownership report on December 31st 2024, the top 31 institutional holders decreased their combined ownership of NC by 82 thousand shares. 9 institutions bought 8,212 total additional shares and increased their ownership by an average of 1.95%. However 10 institutions sold 90,320 total shares and decreased their ownership by an average of 14.33%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of NACCO Industries decreased by a net total of -82,108 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Dimensional Fund Advisors, Inc.	5.624%	-2.853%	418,006	-12,274	2024-12-31
BlackRock Inc	4.691%	-0.933%	348,644	-3,283	2024-12-31
Vanguard Group Inc	2.876%	0.267%	213,754	569	2024-12-31
Renaissance Technologies Corp	2.441%	-10.161%	181,418	-20,518	2024-12-31
Geode Capital Management, LLC	1.166%	0.912%	86,635	783	2024-12-31
State Street Corp	1.102%	4.644%	81,911	3,635	2024-12-31
Bridgeway Capital Management, LLC	0.970%	-20.590%	72,059	-18,684	2024-12-31
Curbstone Financial Management Corporation	0.774%	0.000%	57,542	0	2024-12-31
Northern Trust Corp	0.586%	0.621%	43,585	269	2024-12-31
American Century Companies Inc	0.552%	-0.726%	40,997	-300	2024-12-31
Bank of New York Mellon Corp	0.502%	-19.036%	37,287	-8,767	2024-12-31
Empowered Funds, LLC	0.490%	4.941%	36,444	1,716	2024-12-31
CWM, LLC duplicate	0.454%	0.232%	33,767	78	2024-12-31
Prescott Group Capital Management LLC	0.353%	-23.050%	26,203	-7,849	2024-12-31
Two Sigma Advisers, LLC	0.287%	3.395%	21,316	700	2024-12-31
Connor Clark & Lunn Inv Mgmt Ltd	0.257%	2.273%	19,079	424	2024-12-31
Millennium Management LLC	0.256%	-39.936%	19,021	-12,647	2024-12-31
Two Sigma Investments LLC	0.252%	-21.909%	18,749	-5,260	2024-12-31
RBF LLC	0.233%	-4.085%	17,330	-738	2024-12-31
Morgan Stanley - Brokerage Accounts	0.231%	0.222%	17,184	38	2024-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Dimensional Fund Advisors, Inc.	5.624%	-2.853%	418,006	-12,274	2024-12-31
BlackRock Inc	4.691%	-0.933%	348,644	-3,283	2024-12-31
Vanguard Group Inc	2.876%	0.267%	213,754	569	2024-12-31
Renaissance Technologies Corp	2.441%	-10.161%	181,418	-20,518	2024-12-31
FMR Inc	2.060%	-52.960%	150,317	-169,231	2024-06-30
Geode Capital Management, LLC	1.166%	0.912%	86,635	783	2024-12-31
State Street Corp	1.102%	4.644%	81,911	3,635	2024-12-31
State Street Corporation	1.086%	2.557%	79,818	1,990	2024-03-31
Bridgeway Capital Management, LLC	0.970%	-20.590%	72,059	-18,684	2024-12-31
Curbstone Financial Management Corporation	0.774%	0.000%	57,542	0	2024-12-31
Northern Trust Corp	0.586%	0.621%	43,585	269	2024-12-31
UBS Group AG	0.580%	6.701%	43,231	2,715	2023-12-31
American Century Companies Inc	0.552%	-0.726%	40,997	-300	2024-12-31
Acadian Asset Management LLC	0.548%	-8.636%	40,328	-3,812	2024-03-31
Bank of New York Mellon Corp	0.502%	-19.036%	37,287	-8,767	2024-12-31
Empowered Funds, LLC	0.490%	4.941%	36,444	1,716	2024-12-31
CWM, LLC duplicate	0.454%	0.232%	33,767	78	2024-12-31
Amvescap Plc.	0.451%	-6.807%	33,130	-2,420	2022-09-30
LSV Asset Management	0.361%	-32.508%	26,909	-12,961	2024-03-31
Prescott Group Capital Management LLC	0.353%	-23.050%	26,203	-7,849	2024-12-31
Two Sigma Advisers, LLC	0.287%	3.395%	21,316	700	2024-12-31
AQR Capital Management LLC	0.258%	-38.920%	19,383	-12,351	2022-12-31
Connor Clark & Lunn Inv Mgmt Ltd	0.257%	2.273%	19,079	424	2024-12-31
Millennium Management LLC	0.256%	-39.936%	19,021	-12,647	2024-12-31
Two Sigma Investments LLC	0.252%	-21.909%	18,749	-5,260	2024-12-31
Citadel Advisors Llc	0.244%	12.377%	17,769	1,957	2024-09-30
RBF LLC	0.233%	-4.085%	17,330	-738	2024-12-31
Morgan Stanley - Brokerage Accounts	0.231%	0.222%	17,184	38	2024-12-31
Janney Montgomery Scott LLC	0.224%	47.373%	16,799	5,400	2023-03-31
PNC Financial Services Group Inc	0.209%	0.000%	15,550	0	2023-12-31
Panagora Asset Management Inc	0.210%	0.000%	15,406	15,406	2022-06-30

Mutual Fund Ownership

Fidelity® Low-Priced Stock is the biggest individual fund holder of NACCO Industries Inc (NC), owning a total of 392 thousand shares. Combined, the top 37 mutual fund holders of NC own 26.57% of the company with a total of 2 million shares.

In the latest ownership report on March 31st 2025, the top 37 fund holders increased their combined ownership of NC by 841 shares. 1 funds bought 39 total additional shares and increased their ownership by an average of 0.10%. However 1 funds sold 880 total shares and decreased their ownership by an average of 0.88%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding NACCO Industries decreased by a net total of -841 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Russell 2000 ETF	1.338%	-0.877%	99,470	-880	2025-03-31
EA Bridgeway Omni Small-Cap Value ETF	0.524%	0.100%	38,972	39	2025-03-31
iShares Russell 2000 Value ETF	0.502%	0.000%	37,290	0	2025-03-31
Dimensional US Targeted Value ETF	0.476%	0.000%	35,382	0	2025-03-31
WisdomTree US SmallCap Dividend ETF	0.367%	0.000%	27,281	0	2025-03-31
Dimensional US Small Cap ETF	0.217%	0.000%	16,120	0	2025-03-31
Dimensional US Small Cap Value ETF	0.209%	0.000%	15,509	0	2025-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Fidelity® Low-Priced Stock	5.227%	-0.104%	392,320	-407	2023-10-31
DFA US Small Cap Value I	1.655%	-1.710%	122,964	-2,139	2025-02-28
Vanguard Total Stock Mkt Idx Inv	1.631%	0.000%	121,254	0	2025-02-28
Vanguard Instl Ttl Stck Mkt Idx Tr	1.612%	8.312%	120,968	9,283	2023-03-31
iShares Russell 2000 ETF	1.338%	-0.877%	99,470	-880	2025-03-31
Vanguard Institutional Extnd Mkt Idx Tr	0.813%	0.000%	60,429	0	2025-02-28
Fidelity® Series Intrinsic Opps	0.780%	-58.979%	58,530	-84,153	2022-12-31
Vanguard Extended Market Index Investor	0.761%	2.630%	57,214	1,466	2023-08-31
Fidelity LowPriced Stock Commingled PlA	0.756%	0.000%	56,815	0	2023-07-31
Fidelity LowPriced Stock Commingled Pl	0.756%	0.000%	56,815	0	2023-06-30
Fidelity® Low-Priced Stock K6	0.718%	0.761%	53,882	407	2023-10-31
DFA US Targeted Value I	0.690%	0.000%	51,248	0	2025-02-28
Fidelity Low-Priced Stock	0.678%	-49.138%	49,467	-47,791	2024-08-31
DFA US Micro Cap I	0.547%	0.000%	40,634	0	2025-02-28
Fidelity® Small Cap Index	0.526%	3.152%	39,501	1,207	2023-10-31
EA Bridgeway Omni Small-Cap Value ETF	0.524%	0.100%	38,972	39	2025-03-31
Fidelity Small Cap Index	0.521%	-1.837%	38,735	-725	2025-01-31
DFA US Small Cap I	0.520%	-2.544%	38,648	-1,009	2025-02-28
iShares Russell 2000 Value ETF	0.502%	0.000%	37,290	0	2025-03-31
Avantis® U.S. Small Cap Value ETF	0.494%	0.000%	37,170	0	2023-07-29
Avantis US Small Cap Value ETF	0.493%	-0.177%	36,640	-65	2025-03-29
Dimensional US Targeted Value ETF	0.476%	0.000%	35,382	0	2025-03-31
Invesco DWA SmallCap Momentum ETF	0.466%	0.000%	34,208	0	2022-12-31
Ailis Global Equity Market Neutral I	0.419%	0.000%	30,834	0	2024-06-30
WisdomTree US SmallCap Dividend ETF	0.367%	0.000%	27,281	0	2025-03-31
Bridgeway Ultra-Small Company	0.342%	-4.459%	25,713	-1,200	2023-03-31
Fidelity® Extended Market Index	0.312%	2.230%	23,382	510	2023-11-30
Bridgeway Omni Small-Cap Value	0.295%	-47.682%	21,945	-20,000	2024-12-31
Bridgeway Omni Small-Cap Value N	0.295%	-47.682%	21,945	-20,000	2024-12-31
Bridgeway Omni Tax-Managed Sm-Cp Val N	0.286%	0.000%	21,450	0	2022-12-31
Fidelity Low-Priced Stock K6	0.282%	-30.156%	21,035	-9,082	2024-04-30
Fidelity LowPriced Stock Commingled Pl A	0.279%	-30.082%	20,767	-8,935	2024-04-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.268%	0.000%	19,917	0	2025-02-28
Fidelity Extended Market Index	0.268%	-0.634%	19,901	-127	2025-02-28
Vanguard Russell 2000 ETF	0.249%	2.106%	18,469	381	2025-02-28
Dimensional US Small Cap ETF	0.217%	0.000%	16,120	0	2025-03-31
Dimensional US Small Cap Value ETF	0.209%	0.000%	15,509	0	2025-03-31