Nacco Industries Inc: which funds bought and sold

Institutions that bought and sold Nacco Industries shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 42 institutions that filed 13F reports for both quarters added to or opened positions in Nacco Industries, and 26 cut or closed them. Together they added a net 8,341 shares, +0.4% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 13K shares (+3.4%); index fund managers were net buyers of 24K shares (+3.1%). 6 opened a new position and 6 sold out entirely.

Bought, Q2 2026 42 institutions, 6 of them new holders Sold, Q2 2026 26 institutions, 6 of them sold out

Net change, all compared +8,341 shares (+0.4%)

Net change, active managers +13K shares (+3.4%), 6 bought, 6 sold

Buyers versus sellers

institutions compared, 98

42 bought 30 26 sold

Active managers and hedge funds 6 bought · 6 sold · +13K

Index fund managers 7 bought · 2 sold · +24K

Other institutions 29 bought · 18 sold · −29K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Russell Investments Group, Ltd.	+13K +51.4%	39K	$2M
Blackrock, Inc. Index funds	+10K +3.3%	320K	$16M
Ancora Advisors LLC	+8,344 +17.5%	56K	$2.8M
Geode Capital Management, LLC Index funds	+6,835 +7.0%	105K	$5.2M
Squarepoint Ops LLC Hedge fund	+6,003 New position	6,003	$300,450
Trexquant Investment LP Hedge fund	+5,488 New position	5,488	$274,674
Two Sigma Investments, LP Hedge fund	+4,913 +15.2%	37K	$1.9M
Goldman Sachs Group Inc	+4,823 +37.7%	18K	$882,131
Vanguard Portfolio Management LLC Index funds	+4,384 +19.0%	27K	$1.4M
AQR Capital Management LLC Hedge fund	+3,568 +59.2%	9,593	$480,130
Wells Fargo & Company	+2,829 +187.7%	4,336	$217,013
Northern Trust Corp Index funds	+2,491 +6.2%	42K	$2.1M
Vanguard Fiduciary Trust Co Index funds	+1,930 +7.1%	29K	$1.5M
Millennium Management LLC Hedge fund	+1,921 +32.3%	7,871	$393,944
Citigroup Inc	+1,898 +419.9%	2,350	$117,617
Dimensional Fund Advisors LP	+1,276 +0.3%	401K	$20.1M
Charles Schwab Investment Management Inc Index funds	+1,119 +10.4%	12K	$596,896
Strs Ohio	+900 +8.7%	11K	$560,560
Lom Asset Management Ltd	+820 +82.0%	1,820	$91,091
PNC Financial Services Group, Inc.	+577 +1.2%	49K	$2.5M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Squarepoint Ops LLC Hedge fund	+6,003 New position	6,003	$300,450
Trexquant Investment LP Hedge fund	+5,488 New position	5,488	$274,674
Two Sigma Investments, LP Hedge fund	+4,913 +15.2%	37K	$1.9M
AQR Capital Management LLC Hedge fund	+3,568 +59.2%	9,593	$480,130
Millennium Management LLC Hedge fund	+1,921 +32.3%	7,871	$393,944
FMR LLC Active manager	+136 +17.5%	912	$45,649

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Curbstone Financial Management Corp	−58K Sold out	0	—
Renaissance Technologies LLC Hedge fund	−6,700 −4.3%	148K	$7.4M
Bank Of America Corp	−3,940 Sold out	0	—
Vanguard Capital Management LLC Index funds	−3,445 −2.0%	167K	$8.3M
Exchange Traded Concepts, LLC	−2,280 −29.1%	5,560	$278,278
New York State Common Retirement Fund	−1,000 −30.6%	2,270	$113,614
Citadel Advisors LLC Hedge fund	−687 −14.1%	4,174	$208,908
Acadian Asset Management LLC Active manager	−618 −1.7%	35K	$1.7M
UBS Group AG	−483 −14.5%	2,858	$143,043
Los Angeles Capital Management LLC Active manager	−393 −5.3%	6,961	$348,398
American Century Companies Inc Active manager	−206 −0.5%	39K	$2M
Barclays PLC	−159 −16.4%	811	$40,590
Tower Research Capital LLC (TRC)	−159 −29.9%	373	$18,669
Rhumbline Advisers Index funds	−148 −2.8%	5,055	$252,998
BNP Paribas Financial Markets	−118 −13.8%	736	$36,837
Connor, Clark & Lunn Investment Management Ltd.	−81 −0.4%	20K	$994,343
Invesco Ltd.	−64 −1.6%	4,023	$201,352
Segall Bryant & Hamill, LLC Active manager	−53 −0.2%	29K	$1.5M
Sterling Capital Management LLC	−49 −37.1%	83	$4,154
Optiver Holding B.V.	−40 Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Renaissance Technologies LLC Hedge fund	−6,700 −4.3%	148K	$7.4M
Citadel Advisors LLC Hedge fund	−687 −14.1%	4,174	$208,908
Acadian Asset Management LLC Active manager	−618 −1.7%	35K	$1.7M
Los Angeles Capital Management LLC Active manager	−393 −5.3%	6,961	$348,398
American Century Companies Inc Active manager	−206 −0.5%	39K	$2M
Segall Bryant & Hamill, LLC Active manager	−53 −0.2%	29K	$1.5M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Squarepoint Ops LLCHedge fund	6,003	$300,450
Trexquant Investment LPHedge fund	5,488	$274,674
Jones Financial Companies LLLP	61	$3,154
Concord Wealth Partners	50	$2,503
Integrated Wealth Concepts LLC	31	$1,550
True Wealth Design, LLC	2	$101

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Curbstone Financial Management Corp	58K	$3M
Bank Of America Corp	3,940	$204,762
Optiver Holding B.V.	40	$2,079
Mai Capital Management	16	$832
Root Financial Partners, LLC	2	$104
Lloyd Advisory Services, Llc.	1	$27

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 92
Ten largest holders: 70.5%
Index fund managers: 37.2%
Active managers and hedge funds: 19.1%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	6	6	2	0	+13K	+3.4%
Index fund managers	7	2	0	0	+24K	+3.1%
Other institutions	29	18	4	6	−29K	−3.0%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Nacco Industries.

Only managers that filed a holdings report for both quarters are compared (98 here). 1 other holder is left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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