13F Insight
DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
NC

NACCO INDS INC

97 institutions still hold NACCO INDS INC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 629579103·97 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 5.2%
vs prior quarter
13F value held
$96M
70.0% inst. owned
of float
Holders
97
+35 QoQ
filers reporting
Activity
+82 / −36
+825 added · −827 reduced
this quarter
Concentration
21.66%
DIMENSIONAL FUND ADVISORS LP #1
top holder share
AI Holders Summary · Q1 2026

97 institutions reported NC in Q1 2026. DIMENSIONAL FUND ADVISORS LP leads at 21.7% of the visible book. +35 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$21M400K0.00%Q1 202602
BlackRock, Inc.
CIK 0002012383
$16M310K0.00%Q1 202603
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$9M170K0.00%Q1 202604
RENAISSANCE TECHNOLOGIES LLC
CIK 0001037389
$8M155K0.01%Q1 202605
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$5M98K0.00%Q1 202606
Mudita Advisors LLP
CIK 0001907809
$5M93K0.98%Q1 202607
STATE STREET CORP
CIK 0000093751
$4M83K0.00%Q1 202608
BRIDGEWAY CAPITAL MANAGEMENT, LLC
CIK 0001107261
$4M77K0.08%Q1 202609
Curbstone Financial Management Corp
CIK 0001608057
$3M58K0.57%Q1 202610
Bank of New York Mellon Corp
CIK 0001390777
$2M46K0.00%Q1 202611
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$2M48K0.00%Q4 202512
Empowered Funds, LLC
CIK 0001592828
$2M43K0.01%Q1 202613
Ancora Advisors LLC
CIK 0001446114
$2M45K0.04%Q4 202514
NORTHERN TRUST CORP
CIK 0000073124· Index
$2M40K0.00%Q1 202615
AMERICAN CENTURY COMPANIES INC
CIK 0000748054
$2M39K0.00%Q1 202616
CWM, LLC
CIK 0001535847
$2M33K0.00%Q1 202617
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$2M32K0.00%Q1 202618
SEGALL BRYANT & HAMILL, LLC
CIK 0001006378
$2M30K0.02%Q1 202619
VANGUARD FIDUCIARY TRUST CO
CIK 0000933478· Index
$1M27K0.00%Q1 202620
Russell Investments Group, Ltd.
CIK 0001692234
$1M26K0.00%Q1 2026
Page 1 of 5
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