Hamilton Beach Brands Holding Co
HBB- Exchange
- NYSE
- Industry
- Electric Housewares & Fans
- SEC CIK
- 0001709164
In the last 90 days, Hamilton Beach Brands Holding Co insiders filed 0 open-market purchases and 1 sale; 80 institutions reported holding it in 13F filings for Q2 2026, worth $86.7M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Hamilton Beach Brands Holding Co as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 80
- +4 vs. Q1 2026
- Shares held
- 3.77M
- −108.5K (−2.8%) vs. Q1 2026
- Total value
- $86.7M
- +$13.3M (+18.1%) vs. Q1 2026
- New holders
- 11
- 27 more added
- Sold out
- 7
- 25 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting HBB on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 80 | $86.7M |
| Q1 2026 | 77 | $74.5M |
| Q4 2025 | 75 | $65.1M |
| Q3 2025 | 74 | $58.9M |
| Q2 2025 | 77 | $79.5M |
| Q1 2025 | 82 | $88.1M |
| Q4 2024 | 82 | $78.7M |
| Q3 2024 | 83 | $145.4M |
| Q2 2024 | 74 | $82.6M |
| Q1 2024 | 74 | $111.1M |
| Q4 2023 | 60 | $72.4M |
| Q3 2023 | 48 | $50.4M |
| Q2 2023 | 46 | $39.9M |
| Q1 2023 | 49 | $60.4M |
| Q4 2022 | 46 | $57.5M |
| Q3 2022 | 45 | $49.1M |
| Q2 2022 | 54 | $53.5M |
| Q1 2022 | 62 | $52.7M |
| Q4 2021 | 60 | $66.7M |
| Q3 2021 | 61 | $68.5M |
| Q2 2021 | 71 | $103.2M |
| Q1 2021 | 75 | $83.5M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Hamilton Beach Brands Holding Co; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ameriprise Financial Inc | 536,337 | $12.4M | 0.00% | +56,570+11.8% | Added |
| BlackRock, Inc. | 532,666 | $12.3M | 0.00% | +19,610+3.8% | Added |
| Dimensional Fund Advisors LP | 398,697 | $9.18M | 0.00% | +2,525+0.6% | Added |
| Pacific Ridge Capital Partners, LLC | 341,468 | $7.86M | 1.43% | −2,641−0.8% | Reduced |
| Vanguard Capital Management LLC | 253,077 | $5.83M | 0.00% | −46,917−15.6% | Reduced |
| North Star Investment Management Corp. | 190,600 | $4.39M | 0.24% | 00.0% | Unchanged |
| American Century Companies Inc | 180,073 | $4.15M | 0.00% | −9,458−5.0% | Reduced |
| Geode Capital Management, LLC | 169,202 | $3.90M | 0.00% | +14,338+9.3% | Added |
| State Street Corp | 130,525 | $3.01M | 0.00% | +100+0.1% | Added |
| Bridgeway Capital Management, LLC | 106,137 | $2.44M | 0.04% | +1,245+1.2% | Added |
| Bank of New York Mellon Corp | 92,468 | $2.13M | 0.00% | +2,223+2.5% | Added |
| Empowered Funds, LLC | 68,937 | $1.59M | 0.01% | +1,245+1.8% | Added |
| The PNC Financial Services Group, Inc. | 66,500 | $1.53M | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 63,133 | $1.45M | 0.00% | +4,583+7.8% | Added |
| Vanguard Portfolio Management LLC | 48,421 | $1.12M | 0.00% | +7,748+19.0% | Added |
| Morgan Stanley | 44,404 | $1.02M | 0.00% | −1,531−3.3% | Reduced |
| Russell Investments Group, Ltd. | 43,668 | $1.01M | 0.00% | +3,569+8.9% | Added |
| Vanguard Fiduciary Trust Co | 41,417 | $953.8K | 0.00% | +3,839+10.2% | Added |
| Arrowstreet Capital, Limited Partnership | 36,208 | $833.9K | 0.00% | −6,414−15.0% | Reduced |
| Victory Capital Management Inc | 32,170 | $740.9K | 0.00% | −6,220−16.2% | Reduced |
| Gsa Capital Partners LLP | 26,478 | $610.0K | 0.04% | −8,379−24.0% | Reduced |
| LSV Asset Management | 25,917 | $597.0K | 0.00% | 00.0% | Unchanged |
| RBF Capital, LLC | 25,647 | $590.6K | 0.02% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 23,632 | $544.2K | 0.09% | −113,266−82.7% | Reduced |
| Renaissance Technologies LLC | 22,600 | $520.5K | 0.00% | −100−0.4% | Reduced |
| Charles Schwab Investment Management Inc | 21,547 | $496.2K | 0.00% | +2,368+12.3% | Added |
| Envestnet Asset Management Inc | 20,897 | $481.3K | 0.00% | −1,787−7.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 20,239 | $466.1K | 0.00% | −8,876−30.5% | Reduced |
| Squarepoint Ops LLC | 18,724 | $431.2K | 0.00% | +18,724 | New |
| Bailard, Inc. | 16,478 | $379.5K | 0.01% | −779−4.5% | Reduced |
| Goldman Sachs Group Inc | 14,603 | $336.3K | 0.00% | −16,633−53.2% | Reduced |
| AQR Capital Management LLC | 12,576 | $289.6K | 0.00% | +12,576 | New |
| Mariner, LLC | 11,743 | $270.4K | 0.00% | +282+2.5% | Added |
| Baird Financial Group, Inc. | 11,296 | $260.1K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 10,496 | $241.7K | 0.00% | +10,496 | New |
| Nuveen, LLC | 10,202 | $235.0K | 0.00% | +10,202 | New |
| Barclays PLC | 10,040 | $231.2K | 0.00% | −356−3.4% | Reduced |
| LPL Financial LLC | 9,643 | $222.1K | 0.00% | +9,643 | New |
| Invesco Ltd. | 9,407 | $216.6K | 0.00% | −2,441−20.6% | Reduced |
| Koss-Olinger Consulting, LLC | 9,359 | $215.5K | 0.02% | −21,328−69.5% | Reduced |
| Deutsche Bank AG | 6,148 | $141.6K | 0.00% | +203+3.4% | Added |
| Wells Fargo & Company | 6,099 | $140.5K | 0.00% | +3,378+124.1% | Added |
| Rhumbline Advisers | 5,900 | $135.9K | 0.00% | −181−3.0% | Reduced |
| Acadian Asset Management LLC | 5,881 | $135.0K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 3,958 | $86.0K | 0.00% | +885+28.8% | Added |
| FMR LLC | 3,420 | $78.8K | 0.00% | +311+10.0% | Added |
| Citigroup Inc | 3,364 | $77.5K | 0.00% | +3,037+928.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 3,354 | $77.2K | 0.00% | −103−3.0% | Reduced |
| Advisor Group Holdings, Inc. | 3,329 | $76.7K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 3,201 | $73.7K | 0.00% | +2,220+226.3% | Added |
| Vanguard Global Advisers, LLC | 2,254 | $51.9K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 1,900 | $43.8K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 1,733 | $39.9K | 0.00% | −385−18.2% | Reduced |
| Royal Bank of Canada | 1,685 | $38.0K | 0.00% | +857+103.5% | Added |
| 1620 Investment Advisors, Inc. | 1,269 | $29.2K | 0.02% | −185−12.7% | Reduced |
| BNP Paribas Arbitrage, SA | 1,147 | $26.4K | 0.00% | −1,004−46.7% | Reduced |
| Tower Research Capital LLC (TRC) | 1,105 | $25.4K | 0.00% | −385−25.8% | Reduced |
| Clearstead Advisors, LLC | 922 | $21.2K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 835 | $19.2K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 618 | $14.2K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 300 | $6.91K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 250 | $5.33K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 209 | $4.81K | 0.00% | +209 | New |
| Sterling Capital Management LLC | 132 | $3.04K | 0.00% | −101−43.3% | Reduced |
| GAMMA Investing LLC | 106 | $2.44K | 0.00% | +17+19.1% | Added |
| California State Teachers Retirement System | 99 | $2.28K | 0.00% | −282−74.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 82 | $1.89K | 0.00% | +82 | New |
| Allworth Financial LP | 26 | $599 | 0.00% | +13+100.0% | Added |
| Essential Partners LLC | 23 | $530 | 0.00% | +7+43.8% | Added |
| EverSource Wealth Advisors, LLC | 22 | $507 | 0.00% | +8+57.1% | Added |
| IFP Advisors, Inc | 15 | $345 | 0.00% | +14+1,400.0% | Added |
| True Wealth Design, LLC | 6 | $139 | 0.00% | +6 | New |
| Optiver Holding B.V. | 6 | $138 | 0.00% | −64−91.4% | Reduced |
| Rothschild Investment LLC | 6 | $138 | 0.00% | +2+50.0% | Added |
| Farther Finance Advisors, LLC | 5 | $114 | 0.00% | +5 | New |
| Transamerica Financial Advisors, Inc. | 4 | $92 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $23 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1 | $23 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1 | $23 | 0.00% | +1 | New |
| Wealth Enhancement Trust Services, Inc. | 1 | $23 | 0.00% | +1 | New |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −18,203−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −15,343−100.0% | Sold out |
| Ritholtz Wealth Management | 0 | $0 | 0.00% | −11,119−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −4,667−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −2,487−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |