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 |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $14 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1 | $14 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2 | $29 | 0.00% | +2 | Added |
| Essential Partners LLC | 2 | $29 | 0.00% | +2 | New |
| True Wealth Design, LLC | 16 | $230 | 0.00% | −10−38.5% | Reduced |
| EverSource Wealth Advisors, LLC | 43 | $618 | 0.00% | −40−48.2% | Reduced |
| SRS Capital Advisors, Inc. | 69 | $992 | 0.00% | +69 | New |
| Citigroup Inc | 91 | $1.31K | 0.00% | −2,323−96.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 100 | $1.49K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 126 | $1.81K | 0.00% | +126 | New |
| Amalgamated Bank | 295 | $4.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 300 | $4.31K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 496 | $7.13K | 0.00% | +265+114.7% | Added |
| FMR LLC | 500 | $7.18K | 0.00% | +375+300.0% | Added |
| Russell Investments Group, Ltd. | 596 | $8.56K | 0.00% | +596 | New |
| 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 |
| Ameritas Investment Partners, Inc. | 835 | $12.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 922 | $13.3K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 981 | $14.1K | 0.00% | −1,291−56.8% | Reduced |
| Tower Research Capital LLC (TRC) | 1,155 | $16.6K | 0.00% | −1,620−58.4% | Reduced |
| 1620 Investment Advisors, Inc. | 1,454 | $20.9K | 0.01% | −20−1.4% | Reduced |
| New York State Common Retirement Fund | 1,900 | $27.3K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 2,029 | $29.2K | 0.00% | +541+36.4% | Added |
| JPMorgan Chase & Co | 2,942 | $42.3K | 0.00% | −613−17.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 3,426 | $49.2K | 0.00% | −506−12.9% | Reduced |
| UBS Group AG | 4,106 | $59.0K | 0.00% | −49−1.2% | Reduced |
| Advisor Group Holdings, Inc. | 4,746 | $69.9K | 0.00% | −1,020−17.7% | Reduced |
| Deutsche Bank AG | 5,212 | $74.9K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 5,517 | $79.3K | 0.00% | +900+19.5% | Added |
| Bank of America Corp | 6,425 | $92.3K | 0.00% | −651−9.2% | Reduced |
| Advisory Services Network, LLC | 6,663 | $95.7K | 0.00% | +6,663 | New |
| Royal Bank of Canada | 7,014 | $100.0K | 0.00% | −22,838−76.5% | Reduced |
| Rhumbline Advisers | 7,612 | $109.4K | 0.00% | −1,345−15.0% | Reduced |
| Invesco Ltd. | 10,492 | $150.8K | 0.00% | +10,492 | New |
| Acadian Asset Management LLC | 10,587 | $151.0K | 0.00% | −4,482−29.7% | Reduced |
| Goldman Sachs Group Inc | 10,821 | $155.5K | 0.00% | +10,821 | New |
| Baird Financial Group, Inc. | 11,296 | $162.3K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 11,437 | $164.3K | 0.00% | +11,437 | New |
| Mariner, LLC | 13,244 | $190.3K | 0.00% | +13,244 | New |
| Crestwood Advisors Group LLC | 15,438 | $221.8K | 0.00% | +38+0.2% | Added |
| Ritholtz Wealth Management | 17,019 | $244.6K | 0.00% | −9,651−36.2% | Reduced |
| Lazard Asset Management LLC | 17,616 | $253.1K | 0.00% | −21,891−55.4% | Reduced |
| Barclays PLC | 19,100 | $274.5K | 0.00% | −2,773−12.7% | Reduced |
| M&T Bank Corp | 21,500 | $309.0K | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 21,703 | $311.9K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 24,700 | $354.9K | 0.00% | +1,000+4.2% | Added |
| RBF Capital, LLC | 27,513 | $395.4K | 0.02% | 00.0% | Unchanged |
| LSV Asset Management | 28,117 | $404.0K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 36,217 | $520.4K | 0.00% | +17,988+98.7% | Added |
| Gsa Capital Partners LLP | 36,570 | $526.0K | 0.04% | +36,570 | New |
| Victory Capital Management Inc | 39,856 | $572.7K | 0.00% | +9,582+31.7% | Added |
| Morgan Stanley | 41,352 | $594.2K | 0.00% | −5,910−12.5% | Reduced |
| Citadel Advisors LLC | 42,183 | $606.2K | 0.00% | +42,183 | New |
| Arrowstreet Capital, Limited Partnership | 42,622 | $612.5K | 0.00% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 35,705 | $639.0K | 0.05% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 45,012 | $646.8K | 0.00% | −20,294−31.1% | Reduced |
| CWM, LLC | 54,358 | $781.0K | 0.00% | +160.0% | Added |
| Empowered Funds, LLC | 58,364 | $838.7K | 0.01% | +6,564+12.7% | Added |
| The PNC Financial Services Group, Inc. | 59,102 | $849.3K | 0.00% | 00.0% | Unchanged |
| Mork Capital Management, LLC | 60,000 | $862.2K | 0.59% | 00.0% | Unchanged |
| Northern Trust Corp | 61,812 | $888.2K | 0.00% | +884+1.5% | Added |
| Bank of New York Mellon Corp | 106,519 | $1.53M | 0.00% | −8,713−7.6% | Reduced |
| Bridgeway Capital Management, LLC | 118,464 | $1.70M | 0.04% | +6,564+5.9% | Added |
| State Street Corp | 128,448 | $1.85M | 0.00% | −5,277−3.9% | Reduced |
| Curbstone Financial Management Corp | 136,898 | $1.97M | 0.38% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 152,146 | $2.19M | 0.00% | +668+0.4% | Added |
| North Star Investment Management Corp. | 165,651 | $2.38M | 0.15% | −87,949−34.7% | Reduced |
| American Century Companies Inc | 207,552 | $2.98M | 0.00% | −9,797−4.5% | Reduced |
| Pacific Ridge Capital Partners, LLC | 327,373 | $4.70M | 1.03% | −7,518−2.2% | Reduced |
| Dimensional Fund Advisors LP | 400,458 | $5.75M | 0.00% | −4,386−1.1% | Reduced |
| Vanguard Group Inc | 407,696 | $5.86M | 0.00% | −3,096−0.8% | Reduced |
| Ameriprise Financial Inc | 467,479 | $6.72M | 0.00% | +20,586+4.6% | Added |
| BlackRock, Inc. | 529,422 | $7.61M | 0.00% | −8,842−1.6% | Reduced |
| 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 |