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, Q3 2025
Institutional positions in Hamilton Beach Brands Holding Co as of Sep 30, 2025. 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
- 74
- −3 vs. Q2 2025
- Shares held
- 4.09M
- −326.2K (−7.4%) vs. Q2 2025
- Total value
- $58.9M
- −$20.1M (−25.4%) vs. Q2 2025
- New holders
- 11
- 15 more added
- Sold out
- 14
- 27 more reduced
Compare with Q2 2025: 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 | $64.7M |
| Q3 2025 | 74 | $58.9M |
| Q2 2025 | 77 | $79.0M |
| Q1 2025 | 82 | $88.1M |
| Q4 2024 | 82 | $78.7M |
| Q3 2024 | 83 | $145.3M |
| Q2 2024 | 74 | $82.6M |
| Q1 2024 | 74 | $109.2M |
| Q4 2023 | 60 | $71.7M |
| Q3 2023 | 48 | $50.4M |
| Q2 2023 | 46 | $39.9M |
| Q1 2023 | 49 | $54.4M |
| Q4 2022 | 46 | $57.5M |
| Q3 2022 | 45 | $49.1M |
| Q2 2022 | 54 | $53.5M |
| Q1 2022 | 62 | $52.7M |
| Q4 2021 | 60 | $66.5M |
| Q3 2021 | 61 | $68.5M |
| Q2 2021 | 71 | $103.2M |
| Q1 2021 | 75 | $83.5M |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding Hamilton Beach Brands Holding Co; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 529,422 | $7.61M | 0.00% | −8,842−1.6% | Reduced |
| Ameriprise Financial Inc | 467,479 | $6.72M | 0.00% | +20,586+4.6% | Added |
| Vanguard Group Inc | 407,696 | $5.86M | 0.00% | −3,096−0.8% | Reduced |
| Dimensional Fund Advisors LP | 400,458 | $5.75M | 0.00% | −4,386−1.1% | Reduced |
| Pacific Ridge Capital Partners, LLC | 327,373 | $4.70M | 1.03% | −7,518−2.2% | Reduced |
| American Century Companies Inc | 207,552 | $2.98M | 0.00% | −9,797−4.5% | Reduced |
| North Star Investment Management Corp. | 165,651 | $2.38M | 0.15% | −87,949−34.7% | Reduced |
| Geode Capital Management, LLC | 152,146 | $2.19M | 0.00% | +668+0.4% | Added |
| Curbstone Financial Management Corp | 136,898 | $1.97M | 0.38% | 00.0% | Unchanged |
| State Street Corp | 128,448 | $1.85M | 0.00% | −5,277−3.9% | Reduced |
| Bridgeway Capital Management, LLC | 118,464 | $1.70M | 0.04% | +6,564+5.9% | Added |
| Bank of New York Mellon Corp | 106,519 | $1.53M | 0.00% | −8,713−7.6% | Reduced |
| Northern Trust Corp | 61,812 | $888.2K | 0.00% | +884+1.5% | Added |
| Mork Capital Management, LLC | 60,000 | $862.2K | 0.59% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 59,102 | $849.3K | 0.00% | 00.0% | Unchanged |
| Empowered Funds, LLC | 58,364 | $838.7K | 0.01% | +6,564+12.7% | Added |
| CWM, LLC | 54,358 | $781.0K | 0.00% | +160.0% | Added |
| O'Shaughnessy Asset Management, LLC | 45,012 | $646.8K | 0.00% | −20,294−31.1% | Reduced |
| Koss-Olinger Consulting, LLC | 35,705 | $639.0K | 0.05% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 42,622 | $612.5K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 42,183 | $606.2K | 0.00% | +42,183 | New |
| Morgan Stanley | 41,352 | $594.2K | 0.00% | −5,910−12.5% | Reduced |
| Victory Capital Management Inc | 39,856 | $572.7K | 0.00% | +9,582+31.7% | Added |
| Gsa Capital Partners LLP | 36,570 | $526.0K | 0.04% | +36,570 | New |
| Jane Street Group, LLC | 36,217 | $520.4K | 0.00% | +17,988+98.7% | Added |
| LSV Asset Management | 28,117 | $404.0K | 0.00% | 00.0% | Unchanged |
| RBF Capital, LLC | 27,513 | $395.4K | 0.02% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 24,700 | $354.9K | 0.00% | +1,000+4.2% | Added |
| Charles Schwab Investment Management Inc | 21,703 | $311.9K | 0.00% | 00.0% | Unchanged |
| M&T Bank Corp | 21,500 | $309.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 19,100 | $274.5K | 0.00% | −2,773−12.7% | Reduced |
| Lazard Asset Management LLC | 17,616 | $253.1K | 0.00% | −21,891−55.4% | Reduced |
| Ritholtz Wealth Management | 17,019 | $244.6K | 0.00% | −9,651−36.2% | Reduced |
| Crestwood Advisors Group LLC | 15,438 | $221.8K | 0.00% | +38+0.2% | Added |
| Mariner, LLC | 13,244 | $190.3K | 0.00% | +13,244 | New |
| Two Sigma Investments, LP | 11,437 | $164.3K | 0.00% | +11,437 | New |
| Baird Financial Group, Inc. | 11,296 | $162.3K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 10,821 | $155.5K | 0.00% | +10,821 | New |
| Acadian Asset Management LLC | 10,587 | $151.0K | 0.00% | −4,482−29.7% | Reduced |
| Invesco Ltd. | 10,492 | $150.8K | 0.00% | +10,492 | New |
| Rhumbline Advisers | 7,612 | $109.4K | 0.00% | −1,345−15.0% | Reduced |
| Royal Bank of Canada | 7,014 | $100.0K | 0.00% | −22,838−76.5% | Reduced |
| Advisory Services Network, LLC | 6,663 | $95.7K | 0.00% | +6,663 | New |
| Bank of America Corp | 6,425 | $92.3K | 0.00% | −651−9.2% | Reduced |
| Wells Fargo & Company | 5,517 | $79.3K | 0.00% | +900+19.5% | Added |
| Deutsche Bank AG | 5,212 | $74.9K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,746 | $69.9K | 0.00% | −1,020−17.7% | Reduced |
| UBS Group AG | 4,106 | $59.0K | 0.00% | −49−1.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 3,426 | $49.2K | 0.00% | −506−12.9% | Reduced |
| JPMorgan Chase & Co | 2,942 | $42.3K | 0.00% | −613−17.2% | Reduced |
| BNP Paribas Arbitrage, SA | 2,029 | $29.2K | 0.00% | +541+36.4% | Added |
| New York State Common Retirement Fund | 1,900 | $27.3K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 1,454 | $20.9K | 0.01% | −20−1.4% | Reduced |
| Tower Research Capital LLC (TRC) | 1,155 | $16.6K | 0.00% | −1,620−58.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 981 | $14.1K | 0.00% | −1,291−56.8% | Reduced |
| Clearstead Advisors, LLC | 922 | $13.3K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 835 | $12.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 618 | $8.88K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 618 | $8.88K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 596 | $8.56K | 0.00% | +596 | New |
| FMR LLC | 500 | $7.18K | 0.00% | +375+300.0% | Added |
| Sterling Capital Management LLC | 496 | $7.13K | 0.00% | +265+114.7% | Added |
| Investors Research Corp | 300 | $4.31K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 295 | $4.00K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 126 | $1.81K | 0.00% | +126 | New |
| Whittier Trust Co of Nevada Inc | 100 | $1.49K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 91 | $1.31K | 0.00% | −2,323−96.2% | Reduced |
| SRS Capital Advisors, Inc. | 69 | $992 | 0.00% | +69 | New |
| EverSource Wealth Advisors, LLC | 43 | $618 | 0.00% | −40−48.2% | Reduced |
| True Wealth Design, LLC | 16 | $230 | 0.00% | −10−38.5% | Reduced |
| IFP Advisors, Inc | 2 | $29 | 0.00% | +2 | Added |
| Essential Partners LLC | 2 | $29 | 0.00% | +2 | New |
| Huntington National Bank | 1 | $14 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1 | $14 | 0.00% | 00.0% | Unchanged |
| Third Avenue Management LLC | 0 | $0 | 0.00% | −131,461−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −42,455−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −20,400−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −18,898−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −17,688−100.0% | Sold out |
| Navellier & Associates Inc | 0 | $0 | 0.00% | −14,899−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −14,403−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −13,690−100.0% | Sold out |
| Nuveen, LLC | 0 | $0 | 0.00% | −12,086−100.0% | Sold out |
| MetLife Investment Management | 0 | $0 | 0.00% | −4,953−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −218−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Comerica Bank | 0 | $0 | 0.00% | −148−100.0% | Sold out |
| GAMMA Investing LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |