North American Construction Group Ltd. (NOA) — Institutional Holders, Q2 2026
71 institutional investment managers reported a NOA position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $218.2M. 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.
NOA 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.
Biggest buyers
- MORGAN STANLEYAdded · +574,673 sh+$7.6M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIPAdded · +269,630 sh+$3.6M
- Simcoe CapitalAdded · +232,337 sh+$3.1M
- GOLDMAN SACHS GROUPAdded · +190,512 sh+$2.5M
- CenterBook PartnersAdded · +138,736 sh+$1.8M
Biggest sellers
- BANK OF MONTREALTrimmed · -1,470,906 sh-$19.6M
- Alberta Investment ManagementSold out · -422,493 sh-$5.6M
- Polar Asset Management PartnersSold out · -310,000 sh-$4.1M
- Bastion Asset ManagementTrimmed · -187,760 sh-$2.5M
- MARSHALL WACE, LLPTrimmed · -180,934 sh-$2.4M
NOA 13F holders ranked 1–71 of 71
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | Claret Asset Management#1 · 2,036,893 sh | 2,036,893 | $27.1M | 2.92% | -0.5% |
| 2 | BANK OF MONTREAL#2 · 1,420,790 sh | 1,420,790 | $18.9M | <0.01% | -50.9% |
| 3 | NATIONAL BANK OF CANADA#3 · 1,396,384 sh | 1,396,384 | $18.6M | 0.01% | +3.3% |
| 4 | CIBC Asset Management#4 · 1,354,606 sh | 1,354,606 | $18.2M | 0.04% | -7.3% |
| 5 | AEGIS FINANCIAL#5 · 1,038,177 sh | 1,038,177 | $13.8M | 2.18% | 0.0% |
| 6 | CANNELL CAPITAL#6 · 783,691 sh | 783,691 | $10.4M | 6.99% | -18.6% |
| 7 | MORGAN STANLEY#7 · 766,612 sh | 766,612 | $10.2M | <0.01% | +299.4% |
| 8 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#8 · 672,043 sh | 672,043 | $8.9M | <0.01% | +67.0% |
| 9 | AMERICAN CENTURY COMPANIES#9 · 635,087 sh | 635,087 | $8.4M | <0.01% | +7.3% |
| 10 | Connor, Clark & Lunn Investment Management Ltd.#10 · 604,396 sh | 604,396 | $8.0M | 0.02% | +2.9% |
| 11 | GOLDMAN SACHS GROUP#11 · 442,851 sh | 442,851 | $5.9M | <0.01% | +75.5% |
| 12 | TWO SIGMA INVESTMENTS#12 · 411,820 sh | 411,820 | $5.5M | <0.01% | +31.6% |
| 13 | Simcoe Capital#13 · 393,867 sh | 393,867 | $5.2M | 3.19% | +143.8% |
| 14 | D. E. Shaw#14 · 382,900 sh | 382,900 | $5.1M | <0.01% | +41.0% |
| 15 | TD Waterhouse Canada#15 · 329,224 sh | 329,224 | $4.3M | — | +1.1% |
| 16 | DIMENSIONAL FUND ADVISORS#16 · 269,536 sh | 269,536 | $3.6M | <0.01% | +34.6% |
| 17 | RENAISSANCE TECHNOLOGIES#17 · 247,000 sh | 247,000 | $3.3M | <0.01% | -2.6% |
| 18 | INTACT INVESTMENT MANAGEMENT#18 · 244,300 sh | 244,300 | $3.2M | 0.09% | +17.5% |
| 19 | Clearbridge Investments#19 · 244,091 sh | 244,091 | $3.2M | <0.01% | -0.9% |
| 20 | Quadrature Capital Ltd#20 · 236,300 sh | 236,300 | $3.1M | 0.03% | +74.9% |
| 21 | Bastion Asset Management#21 · 213,316 sh | 213,316 | $3.1M | 1.06% | -46.8% |
| 22 | BANK OF AMERICA#22 · 228,973 sh | 228,973 | $3.0M | <0.01% | +141.2% |
| 23 | Orchard Capital Management#23 · 226,537 sh | 226,537 | $3.0M | 2.94% | +1.2% |
| 24 | CenterBook Partners#24 · 193,653 sh | 193,653 | $2.6M | 0.13% | +252.6% |
| 25 | Intrinsic Edge Capital Management#25 · 190,100 sh | 190,100 | $2.5M | 0.26% | +11.8% |
| 26 | CITADEL ADVISORS#26 · 169,549 sh | 169,549 | $2.3M | <0.01% | +39.3% |
| 27 | BOOTHBAY FUND MANAGEMENT#27 · 101,930 sh | 101,930 | $1.4M | 0.02% | +445.2% |
| 28 | Federation des caisses Desjardins du Quebec#28 · 72,039 sh | 72,039 | $955.5K | <0.01% | +9.3% |
| 29 | JB CAPITAL PARTNERS#29 · 70,000 sh | 70,000 | $931.0K | 0.14% | 0.0% |
| 30 | ENVESTNET ASSET MANAGEMENT#30 · 68,188 sh | 68,188 | $906.9K | <0.01% | -21.0% |
| 31 | RENAISSANCE GROUP#31 · 65,168 sh | 65,168 | $866.7K | 0.04% | -1.1% |
| 32 | PDT Partners#32 · 63,988 sh | 63,988 | $851.0K | 0.04% | +31.6% |
| 33 | Point72 Asset Management, L.P.#33 · 60,535 sh | 60,535 | $805.5K | <0.01% | +135.1% |
| 34 | LAZARD ASSET MANAGEMENT#34 · 57,082 sh | 57,082 | $759.2K | <0.01% | -1.8% |
| 35 | JPMORGAN CHASE#35 · 55,484 sh | 55,484 | $742.9K | 0.00% | +83.1% |
| 36 | OneDigital Investment Advisors#36 · 54,534 sh | 54,534 | $725.3K | <0.01% | +34.2% |
| 37 | Sanctuary Advisors#37 · 50,596 sh | 50,596 | $672.9K | <0.01% | +11.5% |
| 38 | Qube Research & Technologies Ltd#38 · 44,394 sh | 44,394 | $590.4K | <0.01% | +137.3% |
| 39 | TD ASSET MANAGEMENT#39 · 40,769 sh | 40,769 | $542.0K | <0.01% | +4.2% |
| 40 | MACKENZIE FINANCIAL#40 · 28,375 sh | 28,375 | $535.2K | <0.01% | +8.5% |
| 41 | MILLENNIUM MANAGEMENT#41 · 34,237 sh | 34,237 | $455.3K | <0.01% | +69.0% |
| 42 | ROYAL BANK OF CANADA#42 · 34,022 sh | 34,022 | $453.0K | <0.01% | -6.8% |
| 43 | UBS Group AG#43 · 33,296 sh | 33,296 | $442.8K | <0.01% | +72.3% |
| 44 | Freestone Capital#44 · 27,500 sh | 27,500 | $365.8K | <0.01% | 0.0% |
| 45 | Dynamic Technology Lab Private Ltd#45 · 27,071 sh | 27,071 | $360.0K | 0.08% | New |
| 46 | Savant Capital#46 · 24,569 sh | 24,569 | $329.0K | <0.01% | +100.0% |
| 47 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#47 · 23,715 sh | 23,715 | $315.4K | 0.00% | +126.3% |
| 48 | MORGAN DEMPSEY CAPITAL MANAGEMENT#48 · 23,326 sh | 23,326 | $314.7K | 0.13% | +22.3% |
| 49 | MAI Capital Management#49 · 21,560 sh | 21,560 | $286.7K | <0.01% | 0.0% |
| 50 | CIBC WORLD MARKET#50 · 20,945 sh | 20,945 | $278.3K | <0.01% | +19.0% |
| 51 | Trexquant Investment#51 · 18,343 sh | 18,343 | $244.0K | <0.01% | New |
| 52 | MARSHALL WACE, LLP#52 · 17,836 sh | 17,836 | $237.2K | <0.01% | -91.0% |
| 53 | Tranquility Partners#53 · 15,928 sh | 15,928 | $211.8K | — | +0.5% |
| 54 | SkyView Investment Advisors#54 · 14,873 sh | 14,873 | $198.0K | 0.15% | -80.2% |
| 55 | STEPHENS#55 · 13,111 sh | 13,111 | $174.4K | <0.01% | 0.0% |
| 56 | NATIXIS#56 · 12,680 sh | 12,680 | $169.0K | <0.01% | 0.0% |
| 57 | Vanguard Personalized Indexing Management#57 · 11,271 sh | 11,271 | $149.9K | <0.01% | -16.2% |
| 58 | WINTON GROUP Ltd#58 · 10,792 sh | 10,792 | $143.5K | <0.01% | New |
| 59 | XTX Topco Ltd#59 · 10,128 sh | 10,128 | $134.7K | <0.01% | -7.4% |
| 60 | BNP PARIBAS FINANCIAL MARKETS#60 · 4,157 sh | 4,157 | $55.3K | 0.00% | -47.8% |
| 61 | GROUP ONE TRADING, L.P.#61 · 2,625 sh | 2,625 | $34.9K | 0.00% | 0.0% |
| 62 | SIMPLEX TRADING#62 · 2,021 sh | 2,021 | $26.9K | 0.00% | +614.1% |
| 63 | Lavaca Capital#63 · 1,109 sh | 1,109 | $14.8K | <0.01% | New |
| 64 | Rockefeller Capital Management L.P.#64 · 900 sh | 900 | $12.0K | 0.00% | +200.0% |
| 65 | LRI Investments#65 · 619 sh | 619 | $8.2K | <0.01% | +47.7% |
| 66 | OSAIC#66 · 151 sh | 151 | $2.0K | 0.00% | -6.2% |
| 67 | CITIGROUP#67 · 151 sh | 151 | $2.0K | 0.00% | New |
| 68 | BARCLAYS PLC#68 · 100 sh | 100 | $1.3K | 0.00% | -54.1% |
| 69 | Manchester Capital Management#69 · 12 sh | 12 | $160.00 | — | 0.0% |
| 70 | Caitong International Asset Management , Ltd#70 · 5 sh | 5 | $66.00 | 0.00% | New |
| 71 | WealthCollab#71 · 4 sh | 4 | $54.00 | 0.00% | 0.0% |
Funds that sold out of NOA in Q2 2026 (11)
Held NOA 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.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| Alberta Investment Management422,493 sh | 422,493 | $5.7M |
| Polar Asset Management Partners310,000 sh | 310,000 | $4.2M |
| K.J. Harrison & Partners52,500 sh | 52,500 | $707.0K |
| Brevan Howard Capital Management15,012 sh | 15,012 | $202.4K |
| Engineers Gate Manager14,332 sh | 14,332 | $193.2K |
| HSBC PLC12,441 sh | 12,441 | $167.2K |
| TORONTO DOMINION BANK8,723 sh | 8,723 | $117.0K |
| ACADIAN ASSET MANAGEMENT1,675 sh | 1,675 | $22.0K |
| BlackRock1,005 sh | 1,005 | $13.5K |
| JONES FINANCIAL COMPANIES LLLP50 sh | 50 | $666.00 |
| Bell Investment Advisors47 sh | 47 | $634.00 |
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.