Skip to main content

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, Q1 2022

Institutional positions in Hamilton Beach Brands Holding Co as of Mar 31, 2022. 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
62
+2 vs. Q4 2021
Shares held
4.59M
−44.6K (−1.0%) vs. Q4 2021
Total value
$52.7M
−$13.7M (−20.7%) vs. Q4 2021
New holders
5
15 more added
Sold out
3
26 more reduced

Compare with Q4 2021: 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.

Institutional holdersQ1 2022: 62 institutions
Q1 2021: 75 institutionsQ2 2021: 71 institutionsQ3 2021: 61 institutionsQ4 2021: 60 institutionsQ1 2022: 62 institutionsQ2 2022: 54 institutionsQ3 2022: 45 institutionsQ4 2022: 46 institutionsQ1 2023: 49 institutionsQ2 2023: 46 institutionsQ3 2023: 48 institutionsQ4 2023: 60 institutionsQ1 2024: 74 institutionsQ2 2024: 74 institutionsQ3 2024: 83 institutionsQ4 2024: 82 institutionsQ1 2025: 82 institutionsQ2 2025: 77 institutionsQ3 2025: 74 institutionsQ4 2025: 75 institutionsQ1 2026: 77 institutionsQ2 2026: 80 institutions
Value heldQ1 2022: $52.7M
Q1 2021: $83.5MQ2 2021: $103.2MQ3 2021: $68.5MQ4 2021: $66.5MQ1 2022: $52.7MQ2 2022: $53.5MQ3 2022: $49.1MQ4 2022: $57.5MQ1 2023: $54.4MQ2 2023: $39.9MQ3 2023: $50.4MQ4 2023: $71.7MQ1 2024: $109.2MQ2 2024: $82.6MQ3 2024: $145.3MQ4 2024: $78.7MQ1 2025: $88.1MQ2 2025: $79.0MQ3 2025: $58.9MQ4 2025: $64.7MQ1 2026: $74.5MQ2 2026: $86.7M
Institutions holding HBB and their total value by quarter
QuarterHoldersValue
Q2 202680$86.7M
Q1 202677$74.5M
Q4 202575$64.7M
Q3 202574$58.9M
Q2 202577$79.0M
Q1 202582$88.1M
Q4 202482$78.7M
Q3 202483$145.3M
Q2 202474$82.6M
Q1 202474$109.2M
Q4 202360$71.7M
Q3 202348$50.4M
Q2 202346$39.9M
Q1 202349$54.4M
Q4 202246$57.5M
Q3 202245$49.1M
Q2 202254$53.5M
Q1 202262$52.7M
Q4 202160$66.5M
Q3 202161$68.5M
Q2 202171$103.2M
Q1 202175$83.5M

Institutions, Q1 2022

Shares, value and share of portfolio for each institution holding Hamilton Beach Brands Holding Co; share changes are against Q4 2021.

Institutions holding HBB in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Third Avenue Management LLC610,367$7.10M0.97%+285,243+87.7%Added
BlackRock Inc.496,311$5.77M0.00%−9,230−1.8%Reduced
Pacific Ridge Capital Partners, LLC458,400$5.33M1.01%+157,629+52.4%Added
Azarias Capital Management, L.P.441,139$5.13M4.45%−4,076−0.9%Reduced
Dimensional Fund Advisors LP406,195$4.72M0.00%−38,856−8.7%Reduced
FMR LLC405,136$4.71M0.00%−966−0.2%Reduced
Vanguard Group Inc367,401$4.27M0.00%+280.0%Added
Invenomic Capital Management LP311,541$3.05M0.42%+159,564+105.0%Added
State Street Corp145,945$1.70M0.00%+2,455+1.7%Added
Geode Capital Management, LLC113,948$1.32M0.00%+4,194+3.8%Added
North Star Investment Management Corp.89,925$1.05M0.08%00.0%Unchanged
Bank of New York Mellon Corp81,907$953.0K0.00%+2,971+3.8%Added
Northern Trust Corp70,799$823.0K0.00%−10,362−12.8%Reduced
Curbstone Financial Management Corp67,646$787.0K0.15%00.0%Unchanged
D. E. Shaw & Co., Inc.67,058$779.0K0.00%−32,483−32.6%Reduced
Zuckerman Investment Group, LLC63,799$742.0K0.12%−146,411−69.6%Reduced
Hussman Strategic Advisors, Inc.52,000$605.0K0.12%00.0%Unchanged
Millennium Management LLC43,762$509.0K0.00%+18,639+74.2%Added
Los Angeles Capital Management LLC38,299$445.0K0.00%00.0%Unchanged
Bridgeway Capital Management, LLC33,700$392.0K0.01%−15,000−30.8%Reduced
Nuveen Asset Management, LLC30,332$327.0K0.00%+61+0.2%Added
Russell Investments Group, Ltd.22,559$262.0K0.00%00.0%Unchanged
Charles Schwab Investment Management Inc20,421$238.0K0.00%+4,748+30.3%Added
Morgan Stanley16,324$190.0K0.00%+2,558+18.6%Added
Endurance Wealth Management, Inc.14,400$167.0K0.02%+500+3.6%Added
Baird Financial Group, Inc.13,012$151.0K0.00%00.0%Unchanged
RBF Capital, LLC11,484$134.0K0.01%−1,516−11.7%Reduced
Allspring Global Investments Holdings, LLC10,851$126.0K0.00%−10,989−50.3%Reduced
Goldman Sachs Group Inc10,505$122.0K0.00%−429−3.9%Reduced
Wells Fargo & Company9,990$116.0K0.00%−12,701−56.0%Reduced
Covestor Ltd7,124$83.0K0.06%+7,124New
Barclays PLC6,757$79.0K0.00%−7,807−53.6%Reduced
Deutsche Bank AG6,635$77.0K0.00%−1,509−18.5%Reduced
JPMorgan Chase & Co6,258$72.0K0.00%−6,347−50.4%Reduced
Bank of America Corp5,699$66.0K0.00%−3,321−36.8%Reduced
New York State Common Retirement Fund4,302$50.0K0.00%+19+0.4%Added
American International Group, Inc.3,686$43.0K0.00%−260−6.6%Reduced
LSV Asset Management3,600$42.0K0.00%−3,595−50.0%Reduced
California State Teachers Retirement System3,159$37.0K0.00%−840−21.0%Reduced
Denali Advisors LLC2,400$28.0K0.01%00.0%Unchanged
Copeland Capital Management, LLC1,493$17.0K0.00%+46+3.2%Added
Tower Research Capital LLC (TRC)1,171$14.0K0.00%−2,735−70.0%Reduced
Amalgamated Bank1,040$12.0K0.00%+1,040New
Amalgamated Financial Corp.1,040$12.0K0.00%+1,040New
BNP Paribas Arbitrage, SA996$11.6K0.00%−1,557−61.0%Reduced
Simplex Trading, LLC938$10.0K0.00%+938New
Worth Asset Management, LLC1,000$10.0K0.01%+1,000New
UBS Group AG678$8.00K0.00%−2,476−78.5%Reduced
Legal & General Group Plc591$7.00K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.584$7.00K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co491$6.00K0.00%+5+1.0%Added
Royal Bank of Canada456$5.00K0.00%−1,130−71.2%Reduced
Citigroup Inc299$3.00K0.00%−2,333−88.6%Reduced
Patriot Financial Group Insurance Agency, LLC300$3.00K0.00%−560−65.1%Reduced
Investors Research Corp300$3.00K0.00%00.0%Unchanged
Clearstead Advisors, LLC200$2.00K0.00%00.0%Unchanged
Whittier Trust Co150$2.00K0.00%00.0%Unchanged
Barrow Hanley Mewhinney & Strauss LLC69$1.00K0.00%−713−91.2%Reduced
Whittier Trust Co of Nevada Inc100$1.00K0.00%00.0%Unchanged
Stonebridge Capital Advisors LLC64$1.00K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.50$1.00K0.00%00.0%Unchanged
Huntington National Bank1$00.00%00.0%Unchanged
Ameriprise Financial Inc0$00.00%−347,721−100.0%Sold out
Invesco Ltd.0$00.00%−17,859−100.0%Sold out
Zebra Capital Management LLC0$00.00%−10,572−100.0%Sold out