13FBOX
NACCO INDS INC CL A · 13F Institutional Holdings
Options Calculator Rankings
N

NACCO INDS INC CL A

NC
Institutions
93
Combined AUM (Q2 2026)
$106.4M
Combined Shares (Q2 2026)
2.1M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+86,525
42 · 7 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-112,737
29 · 8 Exit · ≈
⚖️ Net
-26,212
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$106.4M
Institutions
93
New Buys
7
Adds
35
Reduces
21
Exits
8
Unchanged
30
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
DIMENSIONAL FUND ADVISORS LP
<0.01%<0.01%#15$20.1M401,084$20.8M399,808+1,276+0.32%Add
BlackRock, Inc.
<0.01%<0.01%#43$16.0M320,068$16.1M309,869+10,199+3.29%Add
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#46$8.3M166,517$8.8M169,962-3,445-2.03%Reduce
RENAISSANCE TECHNOLOGIES LLC
0.01%0.01%#13$7.4M147,818$8.0M154,518-6,700-4.34%Reduce
GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#40$5.2M104,689$5.1M97,854+6,835+6.98%Add
Mudita Advisors LLP
0.96%0.98%#1$4.6M92,520$4.8M92,52000.00%Unchanged
STATE STREET CORP
<0.01%<0.01%#52$4.2M83,669$4.3M83,263+406+0.49%Add
BRIDGEWAY CAPITAL MANAGEMENT, LLC
0.07%0.08%#5$3.9M76,959$4.0M76,95900.00%Unchanged
Ancora Advisors LLC
0.05%0.09%#6$2.8M55,903$2.5M47,559+8,344+17.54%Add
PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#25$2.5M48,990$2.5M48,413+577+1.19%Add
Bank of New York Mellon Corp
<0.01%<0.01%#35$2.3M46,267$2.4M46,139+128+0.28%Add
Empowered Funds, LLC
0.01%0.01%#11$2.1M42,797$2.2M42,79700.00%Unchanged
NORTHERN TRUST CORP
<0.01%<0.01%#42$2.1M42,398$2.1M39,907+2,491+6.24%Add
Russell Investments Group, Ltd.
<0.01%<0.01%#20$2.0M39,303$1.3M25,953+13,350+51.44%Add
AMERICAN CENTURY COMPANIES INC
<0.01%<0.01%#26$2.0M38,982$2.0M39,188-206-0.53%Reduce
TWO SIGMA INVESTMENTS, LP
<0.01%<0.01%#22$1.9M37,290$1.7M32,377+4,913+15.17%Add
ACADIAN ASSET MANAGEMENT LLC
<0.01%<0.01%#17$1.7M34,836$1.8M35,454-618-1.74%Reduce
SEGALL BRYANT & HAMILL, LLC
0.02%0.02%#10$1.5M29,463$1.5M29,516-53-0.18%Reduce
VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#38$1.5M29,059$1.4M27,129+1,930+7.11%Add
VANGUARD PORTFOLIO MANAGEMENT LLC
<0.01%<0.01%#61$1.4M27,448$1.2M23,064+4,384+19.01%Add
Saber Capital Managment, LLC
0.7%0.8%#2$1.0M20,626$1.1M20,628-2-0.01%Reduce
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.
0.09%0.1%#4$1.0M20,094$1.0M20,09400.00%Unchanged
Connor, Clark & Lunn Investment Management Ltd.
<0.01%<0.01%#18$994,34319,867$1.0M19,948-81-0.41%Reduce
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#57$882,13117,625$665,32012,802+4,823+37.67%Add
RBF Capital, LLC
0.04%0.04%#8$862,36217,230$895,44317,23000.00%Unchanged
Nuveen, LLC
<0.01%<0.01%#48$634,03312,668$658,35612,66800.00%Unchanged
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
<0.01%<0.01%#55$596,89611,926$561,64010,807+1,119+10.35%Add
STRS OHIO
<0.01%<0.01%#16$560,56011,200$535,29110,300+900+8.74%Add
JOHNSON INVESTMENT COUNSEL INC
<0.01%<0.01%#14$545,39510,897$566,31710,89700.00%Unchanged
AQR CAPITAL MANAGEMENT LLC
<0.01%<0.01%#47$480,1309,593$313,1206,025+3,568+59.22%Add
MORGAN STANLEY
<0.01%<0.01%#71$421,7368,425$405,2169,610-1,185-12.33%Reduce
MILLENNIUM MANAGEMENT LLC
<0.01%<0.01%#50$393,9447,871$309,2225,950+1,921+32.29%Add
LOS ANGELES CAPITAL MANAGEMENT LLC
<0.01%<0.01%#23$348,3986,961$382,1867,354-393-5.34%Reduce
Baird Financial Group, Inc.
<0.01%<0.01%#31$325,6256,506$338,1176,50600.00%Unchanged
Squarepoint Ops LLC
<0.01%#37$300,4506,003$00+6,003New Buy
EXCHANGE TRADED CONCEPTS, LLC
<0.01%<0.01%#24$278,2785,560$407,4457,840-2,280-29.08%Reduce
Trexquant Investment LP
<0.01%#19$274,6745,488$00+5,488New Buy
DEUTSCHE BANK AG\
<0.01%<0.01%#58$263,7645,270$255,6924,920+350+7.11%Add
RHUMBLINE ADVISERS
<0.01%<0.01%#45$252,9985,055$270,3935,203-148-2.84%Reduce
Byrne Asset Management LLC
0.12%0.13%#3$228,5784,567$216,5594,167+400+9.60%Add
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#66$217,0134,336$78,3071,507+2,829+187.72%Add
Kovack Advisors, Inc.
0.01%0.01%#12$216,8444,333$224,7694,326+7+0.16%Add
CITADEL ADVISORS LLC
<0.01%<0.01%#70$208,9084,174$252,6264,861-687-14.13%Reduce
Apeiron RIA LLC
0.05%0.05%#7$207,5574,147$215,5204,14700.00%Unchanged
Invesco Ltd.
<0.01%<0.01%#75$201,3524,023$212,4024,087-64-1.57%Reduce
UBS Group AG
<0.01%<0.01%#73$143,0432,858$173,6323,341-483-14.46%Reduce
MetLife Investment Management, LLC
<0.01%<0.01%#27$122,5722,449$127,2752,44900.00%Unchanged
CITIGROUP INC
<0.01%<0.01%#64$117,6172,350$23,490452+1,898+419.91%Add
NEW YORK STATE COMMON RETIREMENT FUND
<0.01%<0.01%#49$113,6142,270$169,9423,270-1,000-30.58%Reduce
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
<0.01%<0.01%#54$94,5441,889$99,3671,912-23-1.20%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow