Nacco Industries (NC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Dimensional Fund Advisors LP

DECREASED

Shares400,641 from 401,084

Change-443 (0%)

Value$14.6M (-$5.4M)

Filed 2026-11-04

PNC Financial Services Group, Inc.

INCREASED

Shares50,039 from 48,990

Change+1,049 (+2%)

Value$1.8M (-$623.5K)

Filed 2026-11-06

Bank of New York Mellon Corp

DECREASED

Shares46,208 from 46,267

Change-59 (0%)

Value$1.7M (-$627.2K)

Filed 2026-11-05

Prescott Group Capital Management, L.L.C.

UNCHANGED

Shares20,094 from 20,094

Change0 (0%)

Value$734.2K (-$271.5K)

Filed 2026-10-30

Strs Ohio

INCREASED

Shares15,400 from 11,200

Change+4,200 (+38%)

Value$562.7K (+$2.2K)

Filed 2026-10-30

Exchange Traded Concepts, LLC

INCREASED

Shares7,541 from 5,560

Change+1,981 (+36%)

Value$275.5K (-$2.7K)

Filed 2026-10-28

Byrne Asset Management LLC

INCREASED

Shares4,590 from 4,567

Change+23 (+1%)

Value$166.9K (-$61.6K)

Filed 2026-10-06

Clearstead Advisors, LLC

UNCHANGED

Shares923 from 923

Change0 (0%)

Value$33.7K (-$12.5K)

Filed 2026-11-06

Citigroup Inc

DECREASED

Shares201 from 2,350

Change-2,149 (-91%)

Value$7.3K (-$110.3K)

Filed 2026-11-04

Abound Wealth Management

UNCHANGED

Shares142 from 142

Change0 (0%)

Value$5.2K (-$1.9K)

Filed 2026-10-26

Sterling Capital Management LLC

DECREASED

Shares81 from 83

Change-2 (-2%)

Value$3.0K (-$1.2K)

Filed 2026-10-22

Gamma Investing LLC

INCREASED

Shares80 from 15

Change+65 (+433%)

Value$2.9K (+$2.2K)

Filed 2026-10-08

Archer Investment Corp

UNCHANGED

Shares52 from 52

Change0 (0%)

Value$1.9K (-$686)

Filed 2026-11-05

Concord Wealth Partners

UNCHANGED

Shares50 from 50

Change0 (0%)

Value$1.8K (-$676)

Filed 2026-11-02

Fifth Third Bancorp

DECREASED

Shares47 from 95

Change-48 (-51%)

Value$1.7K (-$3.1K)

Filed 2026-11-05

SBI Securities Co., Ltd.

UNCHANGED

Shares41 from 41

Change0 (0%)

Value$1.5K (-$554)

Filed 2026-10-22

Nisa Investment Advisors, LLC

UNCHANGED

Shares33 from 33

Change0 (0%)

Value$1.2K (-$446)

Filed 2026-10-20

Bayban

UNCHANGED

Shares13 from 13

Change0 (0%)

Value$651 ($0)

Filed 2026-11-05

Essential Partners LLC

DECREASED

Shares7 from 18

Change-11 (-61%)

Value$256 (-$645)

Filed 2026-10-14

EverSource Wealth Advisors, LLC

DECREASED

Shares7 from 8

Change-1 (-12%)

Value$256 (-$144)

Filed 2026-11-04

SJS Investment Consulting Inc.

NEW

Shares5

Change+5

Value$183

Filed 2026-10-26

Root Financial Partners, LLC

NEW

Shares4

Change+4

Value$146

Filed 2026-10-21

IFP Advisors, Inc

DECREASED

Shares4 from 12

Change-8 (-67%)

Value$146 (-$455)

Filed 2026-10-16

True Wealth Design, LLC

INCREASED

Shares4 from 2

Change+2 (+100%)

Value$147 (+$46)

Filed 2026-10-13

Farther Finance Advisors, LLC

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$73 (-$27)

Filed 2026-10-08

Provenance Wealth Advisors, LLC

NEW

Shares1

Change+1

Value$37

Filed 2026-10-30

Kingdom Financial Group Llc.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$19 (-$7)

Filed 2026-11-04

Covestor Ltd

NEW

Shares0

Change0

Value$0

Filed 2026-10-30

Apeiron RIA LLC

CLOSED

Shares0 from 4,147

Change-4,147 (-100%)

Value$0 (-$207.6K)

Filed 2026-10-08

AdvisorNet Financial, Inc

CLOSED

Shares0 from 55

Change-55 (-100%)

Value$0 (-$2.8K)

Filed 2026-10-15

Stone House Investment Management, LLC

CLOSED

Shares0 from 40

Change-40 (-100%)

Value$0 (-$2.0K)

Filed 2026-10-23

Marquette Asset Management, LLC

CLOSED

Shares0 from 12

Change-12 (-100%)

Value$0 (-$601)

Filed 2026-10-09

BlackRock, Inc.

N/A

Shares— from 320,068

Change-320,068 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 166,517

Change-166,517 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 147,818

Change-147,818 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 104,689

Change-104,689 (-100%)

Value—

Mudita Advisors LLP

N/A

Shares— from 92,520

Change-92,520 (-100%)

Value—

State Street Corp

N/A

Shares— from 83,669

Change-83,669 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 76,959

Change-76,959 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 55,903

Change-55,903 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 42,797

Change-42,797 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 42,398

Change-42,398 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 39,303

Change-39,303 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 38,982

Change-38,982 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 37,290

Change-37,290 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 34,836

Change-34,836 (-100%)

Value—

Segall Bryant & Hamill, LLC

N/A

Shares— from 29,463

Change-29,463 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 29,059

Change-29,059 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 27,448

Change-27,448 (-100%)

Value—

Saber Capital Managment, LLC

N/A

Shares— from 20,626

Change-20,626 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 19,867

Change-19,867 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 17,625

Change-17,625 (-100%)

Value—

RBF Capital, LLC

N/A

Shares— from 17,230

Change-17,230 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 12,668

Change-12,668 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 11,926

Change-11,926 (-100%)

Value—

Johnson Investment Counsel Inc

N/A

Shares— from 10,897

Change-10,897 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 9,593

Change-9,593 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 8,425

Change-8,425 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 7,871

Change-7,871 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 6,961

Change-6,961 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 6,506

Change-6,506 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 6,003

Change-6,003 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 5,488

Change-5,488 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 5,270

Change-5,270 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 5,055

Change-5,055 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 4,336

Change-4,336 (-100%)

Value—

Kovack Advisors, Inc.

N/A

Shares— from 4,333

Change-4,333 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 4,174

Change-4,174 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 4,023

Change-4,023 (-100%)

Value—

UBS Group AG

N/A

Shares— from 2,858

Change-2,858 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 2,449

Change-2,449 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 2,270

Change-2,270 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 1,889

Change-1,889 (-100%)

Value—

LOM Asset Management Ltd

N/A

Shares— from 1,820

Change-1,820 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 1,705

Change-1,705 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 1,700

Change-1,700 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 1,418

Change-1,418 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 919

Change-919 (-100%)

Value—

FMR LLC

N/A

Shares— from 912

Change-912 (-100%)

Value—

Barclays PLC

N/A

Shares— from 811

Change-811 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 736

Change-736 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 466

Change-466 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 373

Change-373 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 366

Change-366 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 366

Change-366 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 304

Change-304 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 144

Change-144 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 75

Change-75 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 61

Change-61 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 27

Change-27 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 10

Change-10 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 8

Change-8 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 4

Change-4 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	DECREASED	400,641	401,084	-443	0%	$20.1M	$14.6M	-$5.4M	2026-11-04
PNC Financial Services Group, Inc.	INCREASED	50,039	48,990	+1,049	+2%	$2.5M	$1.8M	-$623.5K	2026-11-06
Bank of New York Mellon Corp	DECREASED	46,208	46,267	-59	0%	$2.3M	$1.7M	-$627.2K	2026-11-05
Prescott Group Capital Management, L.L.C.	UNCHANGED	20,094	20,094	0	0%	$1.0M	$734.2K	-$271.5K	2026-10-30
Strs Ohio	INCREASED	15,400	11,200	+4,200	+38%	$560.6K	$562.7K	+$2.2K	2026-10-30
Exchange Traded Concepts, LLC	INCREASED	7,541	5,560	+1,981	+36%	$278.3K	$275.5K	-$2.7K	2026-10-28
Byrne Asset Management LLC	INCREASED	4,590	4,567	+23	+1%	$228.6K	$166.9K	-$61.6K	2026-10-06
Clearstead Advisors, LLC	UNCHANGED	923	923	0	0%	$46.2K	$33.7K	-$12.5K	2026-11-06
Citigroup Inc	DECREASED	201	2,350	-2,149	-91%	$117.6K	$7.3K	-$110.3K	2026-11-04
Abound Wealth Management	UNCHANGED	142	142	0	0%	$7.1K	$5.2K	-$1.9K	2026-10-26
Sterling Capital Management LLC	DECREASED	81	83	-2	-2%	$4.2K	$3.0K	-$1.2K	2026-10-22
Gamma Investing LLC	INCREASED	80	15	+65	+433%	$751	$2.9K	+$2.2K	2026-10-08
Archer Investment Corp	UNCHANGED	52	52	0	0%	$2.6K	$1.9K	-$686	2026-11-05
Concord Wealth Partners	UNCHANGED	50	50	0	0%	$2.5K	$1.8K	-$676	2026-11-02
Fifth Third Bancorp	DECREASED	47	95	-48	-51%	$4.8K	$1.7K	-$3.1K	2026-11-05
SBI Securities Co., Ltd.	UNCHANGED	41	41	0	0%	$2.1K	$1.5K	-$554	2026-10-22
Nisa Investment Advisors, LLC	UNCHANGED	33	33	0	0%	$1.7K	$1.2K	-$446	2026-10-20
Bayban	UNCHANGED	13	13	0	0%	$651	$651	$0	2026-11-05
Essential Partners LLC	DECREASED	7	18	-11	-61%	$901	$256	-$645	2026-10-14
EverSource Wealth Advisors, LLC	DECREASED	7	8	-1	-12%	$400	$256	-$144	2026-11-04
SJS Investment Consulting Inc.	NEW	5	—	+5	—	—	$183	—	2026-10-26
Root Financial Partners, LLC	NEW	4	—	+4	—	—	$146	—	2026-10-21
IFP Advisors, Inc	DECREASED	4	12	-8	-67%	$601	$146	-$455	2026-10-16
True Wealth Design, LLC	INCREASED	4	2	+2	+100%	$101	$147	+$46	2026-10-13
Farther Finance Advisors, LLC	UNCHANGED	2	2	0	0%	$100	$73	-$27	2026-10-08
Provenance Wealth Advisors, LLC	NEW	1	—	+1	—	—	$37	—	2026-10-30
Kingdom Financial Group Llc.	UNCHANGED	1	1	0	0%	$26	$19	-$7	2026-11-04
Covestor Ltd	NEW	0	—	0	—	—	$0	—	2026-10-30
Apeiron RIA LLC	CLOSED	0	4,147	-4,147	-100%	$207.6K	$0	-$207.6K	2026-10-08
AdvisorNet Financial, Inc	CLOSED	0	55	-55	-100%	$2.8K	$0	-$2.8K	2026-10-15
Stone House Investment Management, LLC	CLOSED	0	40	-40	-100%	$2.0K	$0	-$2.0K	2026-10-23
Marquette Asset Management, LLC	CLOSED	0	12	-12	-100%	$601	$0	-$601	2026-10-09
BlackRock, Inc.	N/A	—	320,068	-320,068	-100%	$16.0M	—	—	—
Vanguard Capital Management LLC	N/A	—	166,517	-166,517	-100%	$8.3M	—	—	—
Renaissance Technologies LLC	N/A	—	147,818	-147,818	-100%	$7.4M	—	—	—
Geode Capital Management, LLC	N/A	—	104,689	-104,689	-100%	$5.2M	—	—	—
Mudita Advisors LLP	N/A	—	92,520	-92,520	-100%	$4.6M	—	—	—
State Street Corp	N/A	—	83,669	-83,669	-100%	$4.2M	—	—	—
Bridgeway Capital Management, LLC	N/A	—	76,959	-76,959	-100%	$3.9M	—	—	—
Ancora Advisors LLCA	N/A	—	55,903	-55,903	-100%	$2.8M	—	—	—
Empowered Funds, LLC	N/A	—	42,797	-42,797	-100%	$2.1M	—	—	—
Northern Trust Corp	N/A	—	42,398	-42,398	-100%	$2.1M	—	—	—
Russell Investments Group, Ltd.	N/A	—	39,303	-39,303	-100%	$2.0M	—	—	—
American Century Companies Inc	N/A	—	38,982	-38,982	-100%	$2.0M	—	—	—
Two Sigma Investments, LP	N/A	—	37,290	-37,290	-100%	$1.9M	—	—	—
Acadian Asset Management LLC	N/A	—	34,836	-34,836	-100%	$1.7M	—	—	—
Segall Bryant & Hamill, LLC	N/A	—	29,463	-29,463	-100%	$1.5M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	29,059	-29,059	-100%	$1.5M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	27,448	-27,448	-100%	$1.4M	—	—	—
Saber Capital Managment, LLC	N/A	—	20,626	-20,626	-100%	$1.0M	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	19,867	-19,867	-100%	$994.3K	—	—	—
Goldman Sachs Group Inc	N/A	—	17,625	-17,625	-100%	$882.1K	—	—	—
RBF Capital, LLC	N/A	—	17,230	-17,230	-100%	$862.4K	—	—	—
Nuveen, LLC	N/A	—	12,668	-12,668	-100%	$634.0K	—	—	—
Charles Schwab Investment Management Inc	N/A	—	11,926	-11,926	-100%	$596.9K	—	—	—
Johnson Investment Counsel Inc	N/A	—	10,897	-10,897	-100%	$545.4K	—	—	—
AQR Capital Management LLC	N/A	—	9,593	-9,593	-100%	$480.1K	—	—	—
Morgan Stanley	N/A	—	8,425	-8,425	-100%	$421.7K	—	—	—
Millennium Management LLC	N/A	—	7,871	-7,871	-100%	$393.9K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	6,961	-6,961	-100%	$348.4K	—	—	—
Baird Financial Group, Inc.	N/A	—	6,506	-6,506	-100%	$325.6K	—	—	—
Squarepoint Ops LLC	N/A	—	6,003	-6,003	-100%	$300.5K	—	—	—
Trexquant Investment LP	N/A	—	5,488	-5,488	-100%	$274.7K	—	—	—
Deutsche Bank Ag\	N/A	—	5,270	-5,270	-100%	$263.8K	—	—	—
Rhumbline Advisers	N/A	—	5,055	-5,055	-100%	$253.0K	—	—	—
Wells Fargo & Company	N/A	—	4,336	-4,336	-100%	$217.0K	—	—	—
Kovack Advisors, Inc.	N/A	—	4,333	-4,333	-100%	$216.8K	—	—	—
Citadel Advisors LLC	N/A	—	4,174	-4,174	-100%	$208.9K	—	—	—
Invesco Ltd.	N/A	—	4,023	-4,023	-100%	$201.4K	—	—	—
UBS Group AG	N/A	—	2,858	-2,858	-100%	$143.0K	—	—	—
MetLife Investment Management, LLC	N/A	—	2,449	-2,449	-100%	$122.6K	—	—	—
New York State Common Retirement Fund	N/A	—	2,270	-2,270	-100%	$113.6K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	1,889	-1,889	-100%	$94.5K	—	—	—
LOM Asset Management Ltd	N/A	—	1,820	-1,820	-100%	$91.1K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	1,705	-1,705	-100%	$85.3K	—	—	—
JPMorgan Chase & Co	N/A	—	1,700	-1,700	-100%	$85.3K	—	—	—
NewEdge Advisors, LLC	N/A	—	1,418	-1,418	-100%	$71.0K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	919	-919	-100%	$46.0K	—	—	—
FMR LLC	N/A	—	912	-912	-100%	$45.6K	—	—	—
Barclays PLC	N/A	—	811	-811	-100%	$40.6K	—	—	—
BNP Paribas Financial Markets	N/A	—	736	-736	-100%	$36.8K	—	—	—
Royal Bank of Canada	N/A	—	466	-466	-100%	$23.0K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	373	-373	-100%	$18.7K	—	—	—
Legal & General Group Plc	N/A	—	366	-366	-100%	$18.3K	—	—	—
Arax Advisory Partners	N/A	—	366	-366	-100%	$18.3K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	304	-304	-100%	$15.2K	—	—	—
Huntington National Bank	N/A	—	144	-144	-100%	$7.2K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	75	-75	-100%	$3.6K	—	—	—
Jones Financial Companies Lllp	N/A	—	61	-61	-100%	$3.2K	—	—	—
Allworth Financial LP	N/A	—	27	-27	-100%	$1.4K	—	—	—
UBS Asset Management Americas LLC	N/A	—	10	-10	-100%	$501	—	—	—
Rothschild Investment LLC	N/A	—	8	-8	-100%	$400	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	4	-4	-100%	$200	—	—	—
JPL Wealth Management, LLC	N/A	—	1	-1	-100%	$51	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	1	-1	-100%	$57	—	—	—

Showing 95 of 95 institutions