NACCO Industries Inc (NC) Ownership

38.79 ↑1.90 (5.15%)
As of January 31, 2023, 3:57pm EST.

Institutional Ownership

FMR Inc is the biggest individual institutional holder of NACCO Industries Inc (NC), owning a total of 678 thousand shares. Combined, the top 22 institutional holders of NC own 35.22% of the company with a total of 2.6 million shares.

In the latest ownership report on September 30th 2022, the top 22 institutional holders increased their combined ownership of NC by 15 thousand shares. 10 institutions bought 80,124 total additional shares and increased their ownership by an average of 54.01%. However 8 institutions sold 65,038 total shares and decreased their ownership by an average of 5.99%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of NACCO Industries increased by a net total of 15,086 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
FMR Inc9.230%0.020%677,7131352022-09-30
Dimensional Fund Advisors, Inc.5.938%-0.665%435,957-2,9202022-09-30
BlackRock Inc3.876%8.969%284,57123,4222022-09-30
Renaissance Technologies Corp3.050%-15.028%223,917-39,6002022-09-30
Vanguard Group Inc2.609%-0.402%191,526-7732022-09-30
Prescott Group Capital Management LLC1.611%-2.634%118,247-3,1992022-09-30
Bridgeway Capital Management, LLC1.156%1.434%84,8781,2002022-09-30
Geode Capital Management, LLC0.942%4.137%69,1502,7472022-09-30
State Street Corporation0.929%-2.600%68,214-1,8212022-09-30
LSV Asset Management0.809%-19.185%59,394-14,1002022-09-30
Acadian Asset Management LLC0.720%38.098%52,88214,5892022-09-30
Bank of New York Mellon Corp0.635%11.054%46,5954,6382022-09-30
Northern Trust Corp0.581%1.177%42,6474962022-09-30
UBS Group AG0.454%-0.611%33,336-2052022-09-30
Amvescap Plc.0.451%-6.807%33,130-2,4202022-09-30
AQR Capital Management LLC0.432%442.833%31,73425,8882022-09-30
American Century Companies Inc0.401%18.278%29,4244,5472022-09-30
Curbstone Financial Management Corporation0.351%0.000%25,77602022-09-30
Connor Clark & Lunn Inv Mgmt Ltd0.272%14.051%19,9842,4622022-09-30
RBF LLC0.246%0.000%18,06802022-09-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
FMR Inc9.230%0.020%677,7131352022-09-30
Dimensional Fund Advisors, Inc.5.938%-0.665%435,957-2,9202022-09-30
BlackRock Inc3.876%8.969%284,57123,4222022-09-30
Renaissance Technologies Corp3.050%-15.028%223,917-39,6002022-09-30
Vanguard Group Inc2.609%-0.402%191,526-7732022-09-30
Prescott Group Capital Management LLC1.611%-2.634%118,247-3,1992022-09-30
Bridgeway Capital Management, LLC1.156%1.434%84,8781,2002022-09-30
Geode Capital Management, LLC0.942%4.137%69,1502,7472022-09-30
State Street Corporation0.929%-2.600%68,214-1,8212022-09-30
LSV Asset Management0.809%-19.185%59,394-14,1002022-09-30
Acadian Asset Management LLC0.720%38.098%52,88214,5892022-09-30
Bank of New York Mellon Corp0.635%11.054%46,5954,6382022-09-30
Northern Trust Corp0.581%1.177%42,6474962022-09-30
UBS Group AG0.454%-0.611%33,336-2052022-09-30
Amvescap Plc.0.451%-6.807%33,130-2,4202022-09-30
AQR Capital Management LLC0.432%442.833%31,73425,8882022-09-30
American Century Companies Inc0.401%18.278%29,4244,5472022-09-30
Curbstone Financial Management Corporation0.351%0.000%25,77602022-09-30
Two Sigma Advisers, LLC0.320%12.971%23,5162,7002022-06-30
Connor Clark & Lunn Inv Mgmt Ltd0.272%14.051%19,9842,4622022-09-30
RBF LLC0.246%0.000%18,06802022-09-30
Panagora Asset Management Inc0.210%0.000%15,40615,4062022-06-30

Mutual Fund Ownership

Fidelity® Low-Priced Stock is the biggest individual fund holder of NACCO Industries Inc (NC), owning a total of 404 thousand shares. Combined, the top 21 mutual fund holders of NC own 21.81% of the company with a total of 1.6 million shares.

In the latest ownership report on December 31st 2022, the top 21 fund holders decreased their combined ownership of NC by 132 shares. None of the mutual funds bought any additional shares. However 1 funds sold 132 total shares and decreased their ownership by an average of 0.23%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding NACCO Industries decreased by a net total of -132 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv1.520%0.000%111,68502022-12-31
Vanguard Extended Market Index Investor0.770%-0.233%56,552-1322022-12-31
Invesco DWA SmallCap Momentum ETF0.466%0.000%34,20802022-12-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Fidelity® Low-Priced Stock5.500%-0.039%404,173-1592022-10-31
Fidelity® Series Intrinsic Opps2.356%0.000%173,10902022-10-31
DFA US Small Cap Value I1.975%0.000%145,12902022-11-30
Vanguard Instl Ttl Stck Mkt Idx Tr1.520%0.000%111,68502022-09-30
Vanguard Total Stock Mkt Idx Inv1.520%0.000%111,68502022-12-31
iShares Russell 2000 ETF1.167%-0.809%85,789-7002022-12-30
Fidelity LowPriced Stock Commingled Pl0.814%0.000%59,81502022-10-31
Vanguard Extended Market Index Investor0.770%-0.233%56,552-1322022-12-31
DFA US Targeted Value I0.732%0.000%53,77102022-11-30
DFA US Small Cap I0.624%0.000%45,88902022-11-30
iShares Russell 2000 Value ETF0.572%0.000%42,05302022-12-30
DFA US Micro Cap I0.553%0.000%40,63402022-11-30
Fidelity® Low-Priced Stock K60.550%0.395%40,4291592022-10-31
Invesco DWA SmallCap Momentum ETF0.466%0.000%34,20802022-12-31
Avantis® U.S. Small Cap Value ETF0.457%0.107%33,592362022-12-30
Dimensional US Targeted Value ETF0.452%0.000%33,18302022-12-30
WisdomTree US SmallCap Dividend ETF0.405%0.000%29,76102022-12-30
Fidelity® Small Cap Index0.403%0.000%29,62102022-10-31
Bridgeway Ultra-Small Company0.366%44.593%26,9138,3002022-09-30
Bridgeway Omni Small-Cap Value N0.306%0.000%22,44502022-09-30
Bridgeway Omni Small-Cap Value0.305%0.000%22,44502022-09-30

Discussions

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iburnmoney

$NC When in doubt
zoom out. ??

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Modok

$NC cant wait for next week

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chickenEggs

$NC This is how I feel everyday holding this gem.

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