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NACCO INDS INC CL A
NACCO INDS INC CL A. Institutional holdings reported to the SEC.

Institutional Holders (2014Q1)
Portfolio Summary: 95 Institutional holders with a total value of $212,939,577.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 DIMENSIONAL FUND ADVISORS LP 462,014 25,045,000 11.76%
2 LSV ASSET MANAGEMENT 415,975 22,550,000 10.59%
3 Zuckerman Investment Group, LLC 319,434 17,317,000 8.13%
4 FMR LLC 310,000 16,805,000 7.89%
5 NORTHERN TRUST CORP 210,879 11,432,000 5.37%
6 VANGUARD GROUP INC 194,688 10,555,000 4.96%
7 PNC FINANCIAL SERVICES GROUP, INC. 186,563 10,113,000 4.75%
8 BlackRock Institutional Trust Company, N.A. 167,200 9,064,000 4.26%
9 STATE STREET CORP 150,712 8,171,000 3.84%
10 Artisan Partners Limited Partnership 126,272 6,845,000 3.21%
11 BlackRock Fund Advisors 117,056 6,346,000 2.98%
12 JPMORGAN CHASE & CO 93,261 5,055,000 2.37%
13 Moab Capital Partners LLC 89,863 4,871,000 2.29%
14 AQR CAPITAL MANAGEMENT LLC 60,453 3,277,000 1.54%
15 PRUDENTIAL FINANCIAL INC 57,054 3,093,000 1.45%
16 QS BATTERYMARCH FINANCIAL MANAGEMENT, INC 54,332 2,946,000 1.38%
17 NORGES BANK 53,428 2,896,000 1.36%
18 GEODE CAPITAL MANAGEMENT, LLC 51,243 2,777,000 1.30%
19 Bank of New York Mellon Corp 48,380 2,623,000 1.23%
20 ACADIAN ASSET MANAGEMENT LLC 42,004 2,276,000 1.07%
21 TFS CAPITAL LLC 41,160 2,231,000 1.05%
22 BESSEMER GROUP INC 38,090 2,065,000 0.97%
23 PARAMETRIC PORTFOLIO ASSOCIATES LLC 36,494 1,978,000 0.93%
24 Mountain Lake Investment Management LLC 36,042 1,954,000 0.92%
25 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 31,701 1,719,000 0.81%
26 GOLDMAN SACHS GROUP INC 28,366 1,538,000 0.72%
27 RENAISSANCE TECHNOLOGIES LLC 24,921 1,351,000 0.63%
28 Invesco Ltd. 23,254 1,261,000 0.59%
29 KEELEY ASSET MANAGEMENT CORP 21,905 1,187,000 0.56%
30 TIAA CREF INVESTMENT MANAGEMENT LLC 21,498 1,165,000 0.55%
31 PRICE T ROWE ASSOCIATES INC /MD/ 20,797 1,127,000 0.53%
32 BRIDGEWAY CAPITAL MANAGEMENT, LLC 20,600 1,117,000 0.52%
33 Ancora Advisors LLC 19,288 1,046,000 0.49%
34 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 19,174 1,010,000 0.47%
35 MORGAN STANLEY 17,018 923,000 0.43%
36 RUSSELL FRANK CO/ 16,674 903,000 0.42%
37 BlackRock Investment Management, LLC 15,776 855,000 0.40%
38 Nationwide Fund Advisors 13,734 745,000 0.35%
39 Curbstone Financial Management Corp 13,331 723,000 0.34%
40 CREDIT SUISSE AG/ 13,072 709,000 0.33%
41 STRS OHIO 12,700 688,000 0.32%
42 GLOBEFLEX CAPITAL L P 11,175 605,000 0.28%
43 WELLINGTON MANAGEMENT GROUP LLP 10,603 575,000 0.27%
44 PANAGORA ASSET MANAGEMENT INC 9,541 517,000 0.24%
45 Spark Investment Management LLC 9,500 514,000 0.24%
46 CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 9,450 512,000 0.24%
47 JOHNSON INVESTMENT COUNSEL INC 9,156 496,000 0.23%
48 ROYAL BANK OF CANADA 8,618 467,000 0.22%
49 Matarin Capital Management, LLC 8,512 461,436 0.22%
50 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 8,509 461,000 0.22%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.