NACCO INDUSTRIES INC (NC) — Institutional Holders, Q2 2026

92 institutional investment managers reported a NC position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $106.4M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

NC in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

8

Added to

35

Trimmed

20

Sold out

7

Biggest buyers

  1. SEGALL BRYANT & HAMILLNew · +29,463 sh+$1.5M
  2. Russell Investments Group, Ltd.Added · +13,350 sh+$668.2K
  3. BlackRockAdded · +10,199 sh+$510.5K
  4. Ancora AdvisorsAdded · +8,344 sh+$417.6K
  5. GEODE CAPITAL MANAGEMENTAdded · +6,835 sh+$342.1K

Biggest sellers

  1. Curbstone Financial ManagementSold out · -57,542 sh-$2.9M
  2. RENAISSANCE TECHNOLOGIESTrimmed · -6,700 sh-$335.3K
  3. BANK OF AMERICASold out · -3,940 sh-$197.2K
  4. VANGUARD CAPITAL MANAGEMENTTrimmed · -3,445 sh-$172.4K
  5. EXCHANGE TRADED CONCEPTSTrimmed · -2,280 sh-$114.1K

NC 13F holders ranked 1–92 of 92

Institutional investors reporting a position in NACCO INDUSTRIES INC on SEC Form 13F-HR for Q2 2026, ranked by reported value.
InstitutionValueQoQ
DIMENSIONAL FUND ADVISORS#1 · 401,084 sh$20.1M+0.3%
BlackRock#2 · 320,068 sh$16.0M+3.3%
VANGUARD CAPITAL MANAGEMENT#3 · 166,517 sh$8.3M-2.0%
RENAISSANCE TECHNOLOGIES#4 · 147,818 sh$7.4M-4.3%
GEODE CAPITAL MANAGEMENT#5 · 104,689 sh$5.2M+7.0%
Mudita Advisors LLP#6 · 92,520 sh$4.6M0.0%
STATE STREET#7 · 83,669 sh$4.2M+0.5%
BRIDGEWAY CAPITAL MANAGEMENT#8 · 76,959 sh$3.9M0.0%
Ancora Advisors#9 · 55,903 sh$2.8M+17.5%
PNC FINANCIAL SERVICES GROUP#10 · 48,990 sh$2.5M+1.2%
Bank of New York Mellon#11 · 46,267 sh$2.3M+0.3%
Empowered Funds#12 · 42,797 sh$2.1M0.0%
NORTHERN#13 · 42,398 sh$2.1M+6.2%
Russell Investments Group, Ltd.#14 · 39,303 sh$2.0M+51.4%
AMERICAN CENTURY COMPANIES#15 · 38,982 sh$2.0M-0.5%
TWO SIGMA INVESTMENTS#16 · 37,290 sh$1.9M+15.2%
ACADIAN ASSET MANAGEMENT#17 · 34,836 sh$1.7M-1.7%
SEGALL BRYANT & HAMILL#18 · 29,463 sh$1.5MNew
VANGUARD FIDUCIARY#19 · 29,059 sh$1.5M+7.1%
VANGUARD PORTFOLIO MANAGEMENT#20 · 27,448 sh$1.4M+19.0%
Saber Capital Managment#21 · 20,626 sh$1.0M0.0%
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.#22 · 20,094 sh$1.0M0.0%
Connor, Clark & Lunn Investment Management Ltd.#23 · 19,867 sh$994.3K-0.4%
GOLDMAN SACHS GROUP#24 · 17,625 sh$882.1K+37.7%
RBF Capital#25 · 17,230 sh$862.4K0.0%
Nuveen#26 · 12,668 sh$634.0K0.0%
CHARLES SCHWAB INVESTMENT MANAGEMENT#27 · 11,926 sh$596.9K+10.4%
STRS OHIO#28 · 11,200 sh$560.6K+8.7%
JOHNSON INVESTMENT COUNSEL#29 · 10,897 sh$545.4K0.0%
AQR CAPITAL MANAGEMENT#30 · 9,593 sh$480.1K+59.2%
MORGAN STANLEY#31 · 8,425 sh$421.7K+4.0%
MILLENNIUM MANAGEMENT#32 · 7,871 sh$393.9K+32.3%
LOS ANGELES CAPITAL MANAGEMENT#33 · 6,961 sh$348.4K-5.3%
Baird Financial Group#34 · 6,506 sh$325.6K0.0%
Squarepoint Ops#35 · 6,003 sh$300.4KNew
EXCHANGE TRADED CONCEPTS#36 · 5,560 sh$278.3K-29.1%
Trexquant Investment#37 · 5,488 sh$274.7KNew
DEUTSCHE BANK AG\#38 · 5,270 sh$263.8K+7.1%
RHUMBLINE ADVISERS#39 · 5,055 sh$253.0K-2.8%
Byrne Asset Management#40 · 4,567 sh$228.6K+9.6%
WELLS FARGO & COMPANY#41 · 4,336 sh$217.0K+187.7%
Kovack Advisors#42 · 4,333 sh$216.8K+0.2%
CITADEL ADVISORS#43 · 4,174 sh$208.9K-14.1%
Apeiron RIA#44 · 4,147 sh$207.6K0.0%
Invesco Ltd.#45 · 4,023 sh$201.4K-1.6%
UBS Group AG#46 · 2,858 sh$143.0K-14.5%
MetLife Investment Management#47 · 2,449 sh$122.6K0.0%
CITIGROUP#48 · 2,350 sh$117.6K+419.9%
NEW YORK STATE COMMON RETIREMENT FUND#49 · 2,270 sh$113.6K-30.6%
MIRAE ASSET GLOBAL ETFS Ltd.#50 · 1,889 sh$94.5K-1.2%
LOM Asset Management Ltd#51 · 1,820 sh$91.1K+82.0%
Vanguard Global Advisers#52 · 1,705 sh$85.3K0.0%
JPMORGAN CHASE#53 · 1,700 sh$85.3K+5.0%
NewEdge Advisors#54 · 1,418 sh$71.0KNew
Clearstead Advisors#55 · 923 sh$46.2K+0.1%
Police & Firemen's Retirement System of New Jersey#56 · 919 sh$46.0K0.0%
FMR#57 · 912 sh$45.6K+17.5%
BARCLAYS PLC#58 · 811 sh$40.6K-16.4%
BNP PARIBAS FINANCIAL MARKETS#59 · 736 sh$36.8K-13.8%
ROYAL BANK OF CANADA#60 · 466 sh$23.0K+3484.6%
Tower Research Capital (TRC)#61 · 373 sh$18.7K-29.9%
SRS Capital Advisors#62 · 366 sh$18.3K+6000.0%
Legal & General Group Plc#63 · 366 sh$18.3K0.0%
Ameritas Investment Partners#64 · 304 sh$15.2K0.0%
HUNTINGTON NATIONAL BANK#65 · 144 sh$7.2K0.0%
Abound Wealth Management#66 · 142 sh$7.1K0.0%
FIFTH THIRD BANCORP#67 · 95 sh$4.8K-5.0%
Sterling Capital Management#68 · 83 sh$4.2K-37.1%
WHITTIER OF NEVADA#69 · 75 sh$3.6K0.0%
JONES FINANCIAL COMPANIES LLLP#70 · 61 sh$3.2KNew
AdvisorNet Financial#71 · 55 sh$2.8K0.0%
Archer Investment#72 · 52 sh$2.6K+2.0%
Concord Wealth Partners#73 · 50 sh$2.5KNew
SBI Securities , Ltd.#74 · 41 sh$2.1K0.0%
Stone House Investment Management#75 · 40 sh$2.0K0.0%
NISA INVESTMENT ADVISORS#76 · 33 sh$1.7K0.0%
Integrated Wealth Concepts#77 · 31 sh$1.6KNew
Allworth Financial#78 · 27 sh$1.4K+285.7%
Essential Partners#79 · 18 sh$901.00+125.0%
GAMMA Investing#80 · 15 sh$751.000.0%
BAYBAN#81 · 13 sh$651.000.0%
Marquette Asset Management#82 · 12 sh$601.000.0%
IFP Advisors#83 · 12 sh$601.00+140.0%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#84 · 10 sh$501.000.0%
EverSource Wealth Advisors#85 · 8 sh$400.00-98.5%
ROTHSCHILD INVESTMENT#86 · 8 sh$400.000.0%
Basecamp Wealth Advisors#87 · 4 sh$200.00+33.3%
True Wealth Design#88 · 2 sh$101.00New
Farther Finance Advisors#89 · 2 sh$100.00+100.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT#90 · 1 sh$57.000.0%
JPL Wealth Management#91 · 1 sh$51.000.0%
Kingdom Financial Group#92 · 1 sh$26.000.0%

Funds that sold out of NC in Q2 2026 (7)

Held NC at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held NC in Q1 2026 and reported no position in Q2 2026.
InstitutionValue in Q1 2026
Curbstone Financial Management57,542 sh$3.0M
BANK OF AMERICA3,940 sh$204.8K
Optiver Holding B.V.40 sh$2.1K
Covestor Ltd11 sh$1.0K
MAI Capital Management16 sh$832.00
Root Financial Partners2 sh$104.00
Lloyd Advisory Services1 sh$27.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.