NACCO Industries Ownership | Who Owns NACCO Industries?

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NACCO Industries Ownership Summary

NACCO Industries is owned by 22.88% institutional investors, 32.06% insiders, and 45.06% 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	22.88%	32.06%	45.06%
Sector	Energy Stocks	147.73%	15.16%	-62.89%
Industry	Coal Stocks	36.88%	12.15%	50.97%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Dimensional fund advisors lp	400.21K	5.37%	$19.63M
Blackrock	340.48K	4.57%	$9.42M
Blackrock funding, inc. /de	314.51K	4.22%	$15.42M
Vanguard group	218.95K	2.94%	$10.74M
Renaissance	160.72K	2.16%	$7.88M
Geode capital management	95.34K	1.28%	$4.68M
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%	$2.82M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Mudita advisors llp	92.52K	1.13%	$3.90M
Curbstone financial management	57.54K	0.54%	$2.82M
Prescott group capital management	20.11K	0.09%	$985.95K
Byrne asset management	3.20K	0.09%	$156.93K
Bridgeway capital management	76.96K	0.07%	$3.24M
Apeiron ria	4.15K	0.05%	$223.32K
Rbf capital	17.33K	0.03%	$730.63K
Segall bryant & hamill	29.74K	0.02%	$1.25M
Empowered funds	42.80K	0.02%	$2.10M
Lom asset management	1.00K	0.01%	$49.04K

Top Buyers

Holder	Shares	% Assets	Change
Blackrock	340.48K	0.00%	39.01K
Ancora advisors	14.44K	0.01%	14.44K
Bank of new york mellon	47.05K	0.00%	10.86K
Strs ohio	10.30K	0.00%	10.30K
Goldman sachs group	9.25K	0.00%	9.25K

Top Sellers

Holder	Shares	% Assets	Change
Penn mutual asset management	-	-	-17.58K
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
Strs ohio	10.30K	0.00%	10.30K	$505.11K
Goldman sachs group	9.25K	0.00%	9.25K	$453.67K
Apeiron ria	4.15K	0.05%	4.15K	$223.32K
Los angeles capital management	2.48K	0.00%	2.48K	$104.52K

Sold Out

Holder	Change
Capital performance advisors llp	-13.00
Creative financial designs inc /adv	-20.00
Cornerstone planning group	-21.00
Coldstream capital management	-35.00
Srs capital advisors	-63.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2025	62	-18.42%	1,705,706	-18.31%	22	2.91%	28	12.00%	12	-45.45%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard US Total Market Shares ETF	121.25K	1.63%	-
Vanguard Total Stock Mkt Idx Inv	118.30K	1.59%	-
DFA US Small Cap Value I	116.22K	1.56%	-
iShares Russell 2000 ETF	88.51K	1.19%	16.09K
Fidelity Low-Priced Stock	49.47K	0.68%	-47.79K
DFA US Targeted Value I	49.55K	0.66%	-
Vanguard Institutional Extnd Mkt Idx Tr	45.42K	0.61%	-
EA Bridgeway Omni Small-Cap Value ETF	42.80K	0.57%	42.80K
Fidelity Small Cap Index	39.66K	0.53%	-47.00
DFA US Micro Cap I	38.69K	0.52%	-880.00

Recent Insider Transactions

Date	Name	Role	Activity	Value
Mar 13, 2026	Loveman Elizabeth	SVP and Controller	Sell	$85.49K
Mar 12, 2026	Loveman Elizabeth	SVP and Controller	Sell	$210.94K
Mar 09, 2026	Maxwell Thomas A	SVP Finance and Treasurer	Sell	$86.66K
Nov 12, 2025	Loveman Elizabeth	SVP and Controller	Sell	$94.74K
Nov 10, 2025	Loveman Elizabeth	SVP and Controller	Sell	$135.53K

Insider Transactions Trends

Date	Buy	Sell
2026 Q1	-	1
2025 Q4	-	2
2025 Q3	-	1
2025 Q2	-	1
2025 Q1	-	-

NC Ownership FAQ

Who Owns NACCO Industries?

NACCO Industries shareholders are primarily institutional investors at 22.88%, followed by 32.06% insiders and 45.06% retail investors. The average institutional ownership in NACCO Industries's industry, Coal Stocks , is 36.88%, which NACCO Industries falls below.

Who owns the most shares of NACCO Industries?

NACCO Industries’s largest shareholders are Dimensional fund advisors lp (400.21K shares, 5.37%), Blackrock (340.48K shares, 4.57%), and Blackrock funding, inc. /de (314.51K 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?

Mudita advisors llp is NACCO Industries’s biggest shareholder by percentage of total assets invested, with 1.13% of its assets in 92.52K NACCO Industries shares, valued at 3.9M$.

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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