NACCO Industries, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 430,280 | $12.20 M | -1.92% | 5.88% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 351,927 | $9.98 M | 100.00% | 4.81% |
| VANGUARD GROUP INC | 11/13/2024 | 213,185 | $6.04 M | 1.52% | 2.92% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 201,936 | $5.72 M | 5.72% | 2.76% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2024 | 90,743 | $2.57 M | 1.96% | 1.24% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 85,852 | $2.43 M | -7.51% | 1.17% |
| STATE STREET CORP | 11/14/2024 | 78,276 | $2.22 M | 0.98% | 1.07% |
| CURBSTONE FINANCIAL MANAGEMENT CORP | 10/03/2024 | 57,542 | $1.63 M | 0.00% | 0.79% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 46,054 | $1.31 M | -6.33% | 0.63% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2024 | 41,297 | $1.17 M | 2.38% | 0.56% |
| ACADIAN ASSET MANAGEMENT LLC | 11/12/2024 | 36,328 | $1.03 M | 3.14% | 0.50% |
| EMPOWERED FUNDS, LLC | 11/06/2024 | 34,728 | $984,539 | 5.28% | 0.47% |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 11/07/2024 | 34,052 | $965,374 | -25.80% | 0.47% |
| CWM, LLC | 10/08/2024 | 33,689 | $955,000 | 0.06% | 0.46% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 31,668 | $897,788 | 115.69% | 0.43% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2024 | 24,009 | $680,655 | 36.05% | 0.33% |
| TWO SIGMA ADVISERS, LP | 11/14/2024 | 20,616 | $584,464 | 19.06% | 0.28% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 11/08/2024 | 18,655 | $528,869 | 0.22% | 0.26% |
| RBF CAPITAL, LLC | 11/14/2024 | 18,068 | $512,228 | 0.00% | 0.25% |
| CITADEL ADVISORS LLC | 11/14/2024 | 17,769 | $503,751 | 12.38% | 0.24% |
| MORGAN STANLEY | 11/14/2024 | 17,146 | $486,119 | 71.56% | 0.23% |
| PNC FINANCIAL SERVICES GROUP, INC. | 11/08/2024 | 15,683 | $444,613 | 0.86% | 0.21% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 13,194 | $374,050 | 0.00% | 0.18% |
| JOHNSON INVESTMENT COUNSEL INC | 11/04/2024 | 12,742 | $361,236 | 0.00% | 0.17% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 11,674 | $330,958 | 0.00% | 0.16% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 11,027 | $312,615 | 100.00% | 0.15% |
| NEW YORK STATE COMMON RETIREMENT FUND | 10/28/2024 | 8,535 | $242,000 | 0.00% | 0.12% |
| JPMORGAN CHASE & CO | 12/26/2024 | 8,263 | $234,257 | 77.78% | 0.11% |
| BARCLAYS PLC | 11/19/2024 | 7,004 | $199,000 | 365.38% | 0.10% |
| RHUMBLINE ADVISERS | 11/12/2024 | 5,960 | $168,961 | -4.72% | 0.08% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 5,346 | $151,558 | 5.36% | 0.07% |
| UBS GROUP AG | 11/14/2024 | 4,819 | $136,619 | 11.42% | 0.07% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 11/14/2024 | 2,316 | $65,659 | 42.35% | 0.03% |
| COREBRIDGE FINANCIAL, INC. | 11/13/2024 | 2,177 | $61,718 | -2.42% | 0.03% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 2,109 | $59,795 | 2.28% | 0.03% |
| NEWEDGE ADVISORS, LLC | 11/14/2024 | 1,918 | $54,375 | 0.00% | 0.03% |
| EXCHANGE TRADED CONCEPTS, LLC | 10/10/2024 | 1,828 | $51,824 | 17.10% | 0.03% |
| CLEARSTEAD ADVISORS, LLC | 11/13/2024 | 922 | $26,139 | 0.00% | 0.01% |
| ROYAL BANK OF CANADA | 11/14/2024 | 492 | $14,000 | 26.15% | 0.01% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2024 | 368 | $10,433 | -81.03% | 0.01% |
| FMR LLC | 11/13/2024 | 319 | $9,054 | -99.79% | 0.00% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 307 | $8,703 | 0.00% | 0.00% |
| AMERITAS INVESTMENT PARTNERS, INC. | 11/13/2024 | 304 | $8,618 | 0.00% | 0.00% |
| ABOUND WEALTH MANAGEMENT | 11/04/2024 | 142 | $4,022 | 0.00% | 0.00% |
| AMALGAMATED BANK | 10/30/2024 | 141 | $4,000 | 0.00% | 0.00% |
| COMERICA BANK | 11/14/2024 | 68 | $1,928 | 0.00% | 0.00% |
| ADVISORNET FINANCIAL, INC | 10/15/2024 | 55 | $1,559 | 0.00% | 0.00% |
| CONCORD WEALTH PARTNERS | 10/24/2024 | 50 | $1,418 | 0.00% | 0.00% |
| M&R CAPITAL MANAGEMENT INC | 10/02/2024 | 38 | $1,073 | 100.00% | 0.00% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2024 | 36 | $1,021 | -20.00% | 0.00% |
NACCO Industries, Inc.institutional Ownership - FAQ's
During the previous two years, 97 institutional investors and hedge funds held shares of NACCO Industries, Inc.. The most heavily invested institutionals were:
DIMENSIONAL FUND ADVISORS LP: 430,280
BlackRock Funding, Inc. /DE: 351,927
VANGUARD GROUP INC: 213,185
RENAISSANCE TECHNOLOGIES LLC: 201,936
BRIDGEWAY CAPITAL MANAGEMENT, LLC: 90,743
GEODE CAPITAL MANAGEMENT, LLC: 85,852
28.06% of NACCO Industries, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 2.89 M shares in the last 24 months. This purchase volume represents approximately $87.92 M in transactions.