Dark
Light
System
Security
NACCO INDS INC CL A
NACCO INDS INC CL A. Institutional holdings reported to the SEC.

Institutional Holders (2015Q3)
Portfolio Summary: 72 Institutional holders with a total value of $153,873,269.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Zuckerman Investment Group, LLC 500,844 23,815,000 15.48%
2 DIMENSIONAL FUND ADVISORS LP 446,618 21,237,000 13.80%
3 FMR LLC 310,000 14,741,000 9.58%
4 PNC FINANCIAL SERVICES GROUP, INC. 260,809 12,402,000 8.06%
5 VANGUARD GROUP INC 203,223 9,663,000 6.28%
6 LSV ASSET MANAGEMENT 153,392 7,293,000 4.74%
7 BlackRock Institutional Trust Company, N.A. 133,332 6,340,000 4.12%
8 Artisan Partners Limited Partnership 131,087 6,233,000 4.05%
9 JPMORGAN CHASE & CO 127,475 6,062,000 3.94%
10 STATE STREET CORP 104,793 4,986,000 3.24%
11 BlackRock Fund Advisors 104,134 4,952,000 3.22%
12 TFS CAPITAL LLC 89,481 4,255,000 2.77%
13 NORTHERN TRUST CORP 83,266 3,959,000 2.57%
14 RENAISSANCE TECHNOLOGIES LLC 43,582 2,072,000 1.35%
15 KEELEY ASSET MANAGEMENT CORP 40,596 1,930,000 1.25%
16 JAMES INVESTMENT RESEARCH, INC. 36,283 1,725,000 1.12%
17 Bank of New York Mellon Corp 35,052 1,666,000 1.08%
18 GEODE CAPITAL MANAGEMENT, LLC 30,547 1,452,000 0.94%
19 WELLINGTON MANAGEMENT GROUP LLP 28,297 1,346,000 0.87%
20 PARAMETRIC PORTFOLIO ASSOCIATES LLC 25,835 1,228,000 0.80%
21 UBS Group AG 22,189 1,055,000 0.69%
22 BRIDGEWAY CAPITAL MANAGEMENT, LLC 20,700 984,000 0.64%
23 Invesco Ltd. 20,241 962,000 0.63%
24 DEUTSCHE BANK AG\ 19,975 948,000 0.62%
25 CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 19,700 937,000 0.61%
26 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 17,280 822,000 0.53%
27 Curbstone Financial Management Corp 16,965 807,000 0.52%
28 BlackRock Investment Management, LLC 15,942 758,000 0.49%
29 TWO SIGMA INVESTMENTS, LP 15,835 753,000 0.49%
30 TIAA CREF INVESTMENT MANAGEMENT LLC 14,665 697,000 0.45%
31 PRUDENTIAL FINANCIAL INC 13,664 650,000 0.42%
32 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 13,674 650,000 0.42%
33 TWO SIGMA ADVISERS, LP 12,516 596,000 0.39%
34 JOHNSON INVESTMENT COUNSEL INC 10,082 479,000 0.31%
35 KARPAS STRATEGIES, LLC 9,840 468,000 0.30%
36 ROYAL BANK OF CANADA 9,500 452,000 0.29%
37 AQR CAPITAL MANAGEMENT LLC 9,024 429,000 0.28%
38 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 7,561 360,000 0.23%
39 RHUMBLINE ADVISERS 7,022 334,000 0.22%
40 Allen Investment Management, LLC 6,506 309,000 0.20%
41 TEACHERS ADVISORS, LLC 5,997 285,000 0.19%
42 MORGAN STANLEY 5,445 260,000 0.17%
43 Spark Investment Management LLC 5,200 247,000 0.16%
44 Swiss National Bank 4,900 233,000 0.15%
45 Gotham Asset Management, LLC 4,434 211,000 0.14%
46 ALLIANCEBERNSTEIN L.P. 4,400 209,000 0.14%
47 NEW YORK STATE COMMON RETIREMENT FUND 3,800 181,000 0.12%
48 Nationwide Fund Advisors 3,650 174,000 0.11%
49 METROPOLITAN LIFE INSURANCE CO/NY 3,395 161,000 0.10%
50 MANUFACTURERS LIFE INSURANCE COMPANY, THE 3,288 156,000 0.10%
Page 1 of 2

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.