NACCO Industries Ownership | Who Owns NACCO Industries?

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NACCO Industries Ownership Summary

NACCO Industries is owned by 28.19% institutional investors, 32.03% insiders, and 39.77% retail investors. Dimensional fund advisors lp is the largest institutional shareholder, holding 5.72% 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	28.19%	32.03%	39.77%
Sector	Energy Stocks	108.48%	14.45%	-22.93%
Industry	Coal Stocks	59.47%	11.68%	28.86%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Dimensional fund advisors lp	418.01K	5.72%	$12.46M
Blackrock	340.48K	4.57%	$9.42M
Blackrock funding, inc. /de	336.05K	4.51%	$14.89M
Vanguard group	213.75K	2.92%	$6.37M
Renaissance	181.42K	2.48%	$5.41M
Mudita advisors llp	92.52K	1.24%	$4.10M
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	0.77%	$2.55M

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	1.38%	$4.10M
Curbstone financial management	57.54K	0.52%	$2.55M
Prescott group capital management	20.11K	0.11%	$890.85K
Bridgeway capital management	72.06K	0.05%	$2.15M
Rbf capital	17.33K	0.04%	$767.89K
Empowered funds	41.08K	0.02%	$1.82M
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
M&t bank	21.50K	0.00%	21.50K
Jpmorgan chase	16.32K	-	8.06K
Mudita advisors llp	92.52K	1.38%	6.24K
Penn mutual asset management	20.08K	1.57%	4.12K

Top Sellers

Holder	Shares	% Assets	Change
Renaissance	181.42K	0.01%	-20.52K
Bridgeway capital management	72.06K	0.05%	-18.68K
Gsa capital partners llp	-	-	-16.02K
Invesco	-	-	-14.50K
Blackrock funding, inc. /de	336.05K	0.00%	-14.38K

New Positions

Holder	Shares	% Assets	Change	Value
M&t bank	21.50K	0.00%	21.50K	$952.66K
Raymond james financial	75.00	-	75.00	$3.32K
Comerica bank	68.00	-	68.00	$1.88K
Covestor	41.00	0.00%	41.00	$2.00K
Creative financial designs inc /adv	20.00	0.00%	20.00	$892.00

Sold Out

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

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Jun 30, 2024	65	12.07%	2,121,128	-10.24%	28	2.83%	28	21.74%	20	17.65%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard US Total Market Shares ETF	121.25K	1.63%	-
DFA US Small Cap Value I	119.37K	1.60%	-
Vanguard Total Stock Mkt Idx Inv	118.64K	1.59%	-2.61K
iShares Russell 2000 ETF	86.29K	1.16%	-1.68K
Fidelity Low-Priced Stock	49.47K	0.68%	-47.79K
DFA US Targeted Value I	49.55K	0.67%	-783.00
EA Bridgeway Omni Small-Cap Value ETF	42.09K	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
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
Mar 13, 2024	Maxwell Thomas A	SVP Finance and Treasurer	Sell	$25.67K

Insider Transactions Trends

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

NC Ownership FAQ

Who Owns NACCO Industries?

NACCO Industries shareholders are primarily institutional investors at 28.19%, followed by 32.03% insiders and 39.78% retail investors. The average institutional ownership in NACCO Industries's industry, Coal Stocks , is 59.47%, 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 (340.48K shares, 4.57%), and Blackrock funding, inc. /de (336.05K shares, 4.51%). Together, they hold 14.80% 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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