NACCO Industries Ownership | Who Owns NACCO Industries?

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NACCO Industries Ownership Summary

NACCO Industries is owned by 27.79% institutional investors, 32.06% insiders, and 40.15% retail investors. Dimensional fund advisors lp is the largest institutional shareholder, holding 5.37% of NC shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 1.63% of its assets in NACCO Industries shares.

NC Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	NACCO Industries	27.79%	32.06%	40.15%
Sector	Energy Stocks	14147.52%	14.03%	-14061.55%
Industry	Coal Stocks	46.31%	12.19%	41.50%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Dimensional fund advisors lp	400.11K	5.37%	$16.87M
Blackrock	340.48K	4.57%	$9.42M
Blackrock funding, inc. /de	313.99K	4.22%	$13.24M
Vanguard group	212.96K	2.86%	$8.98M
Renaissance	169.52K	2.28%	$7.15M
Geode capital management	92.84K	1.25%	$3.91M
Mudita advisors llp	92.52K	1.24%	$3.90M
State street	81.03K	1.09%	$3.42M
Bridgeway capital management	76.96K	1.03%	$3.24M
Curbstone financial management	57.54K	0.77%	$2.43M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Penn mutual asset management	20.08K	1.57%	$889.66K
Mudita advisors llp	92.52K	1.13%	$3.90M
Curbstone financial management	57.54K	0.47%	$2.43M
Prescott group capital management	20.11K	0.09%	$847.63K
Bridgeway capital management	76.96K	0.07%	$3.24M
Byrne asset management	1.45K	0.04%	$61.13K
Rbf capital	17.33K	0.03%	$730.63K
Inspire advisors	5.64K	0.02%	$237.74K
Empowered funds	42.80K	0.02%	$1.80M
Segall bryant & hamill	29.74K	0.02%	$1.25M

Top Buyers

Holder	Shares	% Assets	Change
Blackrock	340.48K	0.00%	39.01K
Ancora advisors	14.44K	0.01%	14.44K
Inspire advisors	5.64K	0.02%	5.64K
Geode capital management	92.84K	0.00%	5.36K
Jane street group	4.85K	-	4.85K

Top Sellers

Holder	Shares	% Assets	Change
Blackrock funding, inc. /de	313.99K	0.00%	-22.06K
Gsa capital partners llp	-	-	-16.02K
Invesco	-	-	-14.50K
Millennium management	19.02K	0.00%	-12.65K
Janney montgomery scott	-	-	-10.22K

New Positions

Holder	Shares	% Assets	Change	Value
Ancora advisors	14.44K	0.01%	14.44K	$608.75K
Inspire advisors	5.64K	0.02%	5.64K	$237.74K
Jane street group	4.85K	-	4.85K	$204.39M
Srs capital advisors	63.00	-	63.00	$2.66K
Optiver b.v.	48.00	-	48.00	$2.02K

Sold Out

Holder	Change
Capital performance advisors llp	-13.00
Cornerstone planning group	-21.00
Coldstream capital management	-35.00
Raymond james financial	-75.00
Clear street markets	-100.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2025	73	1.39%	2,069,138	-0.49%	27	3.56%	24	-25.00%	20	-4.76%
Jun 30, 2025	74	10.45%	2,099,010	0.45%	28	3.50%	33	57.14%	22	-21.43%
Mar 31, 2025	67	6.35%	2,089,602	3.64%	28	3.73%	21	-30.00%	28	75.00%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard US Total Market Shares ETF	121.25K	1.63%	-
Vanguard Total Stock Mkt Idx Inv	118.64K	1.59%	-2.61K
DFA US Small Cap Value I	117.88K	1.58%	-1.49K
iShares Russell 2000 ETF	88.22K	1.18%	-
Fidelity Low-Priced Stock	49.47K	0.68%	-47.79K
DFA US Targeted Value I	49.55K	0.66%	-
EA Bridgeway Omni Small-Cap Value ETF	42.80K	0.57%	-
Vanguard Institutional Extnd Mkt Idx Tr	41.51K	0.56%	-18.92K
Fidelity Small Cap Index	39.63K	0.53%	393.00
DFA US Micro Cap I	39.57K	0.53%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 12, 2025	Loveman Elizabeth	SVP and Controller	Sell	$94.74K
Nov 10, 2025	Loveman Elizabeth	SVP and Controller	Sell	$135.53K
Sep 04, 2025	Loveman Elizabeth	SVP and Controller	Sell	$125.69K
May 21, 2025	Maxwell Thomas A	SVP Finance and Treasurer	Sell	$149.18K
Jun 13, 2024	Maxwell Thomas A	SVP Finance and Treasurer	Sell	$33.11K

Insider Transactions Trends

Date	Buy	Sell
2025 Q4	-	2
2025 Q3	-	1
2025 Q2	-	1
2025 Q1	-	-
2024 Q4	-	-

NC Ownership FAQ

Who Owns NACCO Industries?

NACCO Industries shareholders are primarily institutional investors at 27.79%, followed by 32.06% insiders and 40.15% retail investors. The average institutional ownership in NACCO Industries's industry, Coal Stocks , is 46.31%, which NACCO Industries falls below.

Who owns the most shares of NACCO Industries?

NACCO Industries’s largest shareholders are Dimensional fund advisors lp (400.11K shares, 5.37%), Blackrock (340.48K shares, 4.57%), and Blackrock funding, inc. /de (313.99K shares, 4.22%). Together, they hold 14.16% 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 1.57% of its assets in 20.08K NACCO Industries shares, valued at 889.66K$.

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

Vanguard US Total Market Shares ETF is the top mutual fund holder of NACCO Industries shares, with 1.63% of its total shares outstanding invested in 121.25K NACCO Industries shares.

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