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, Q4 2025
Institutional positions in Hamilton Beach Brands Holding Co as of Dec 31, 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
- 75
- +1 vs. Q3 2025
- Shares held
- 3.93M
- −153.9K (−3.8%) vs. Q3 2025
- Total value
- $64.7M
- +$5.83M (+9.9%) vs. Q3 2025
- New holders
- 7
- 22 more added
- Sold out
- 6
- 29 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Hamilton Beach Brands Holding Co; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 520,309 | $8.56M | 0.00% | −9,113−1.7% | Reduced |
| Ameriprise Financial Inc | 473,900 | $7.80M | 0.00% | +6,421+1.4% | Added |
| Dimensional Fund Advisors LP | 397,614 | $6.54M | 0.00% | −2,844−0.7% | Reduced |
| Vanguard Group Inc | 394,468 | $6.49M | 0.00% | −13,228−3.2% | Reduced |
| Pacific Ridge Capital Partners, LLC | 340,471 | $5.60M | 1.23% | +13,098+4.0% | Added |
| American Century Companies Inc | 196,563 | $3.23M | 0.00% | −10,989−5.3% | Reduced |
| North Star Investment Management Corp. | 163,651 | $2.69M | 0.17% | −2,000−1.2% | Reduced |
| Geode Capital Management, LLC | 152,615 | $2.51M | 0.00% | +469+0.3% | Added |
| Curbstone Financial Management Corp | 136,898 | $2.25M | 0.43% | 00.0% | Unchanged |
| State Street Corp | 130,005 | $2.14M | 0.00% | +1,557+1.2% | Added |
| Bridgeway Capital Management, LLC | 99,034 | $1.63M | 0.03% | −19,430−16.4% | Reduced |
| Bank of New York Mellon Corp | 89,700 | $1.48M | 0.00% | −16,819−15.8% | Reduced |
| Empowered Funds, LLC | 61,834 | $1.02M | 0.02% | +3,470+5.9% | Added |
| The PNC Financial Services Group, Inc. | 61,602 | $1.01M | 0.00% | +2,500+4.2% | Added |
| Mork Capital Management, LLC | 60,000 | $987.0K | 0.60% | 00.0% | Unchanged |
| CWM, LLC | 54,457 | $896.0K | 0.00% | +99+0.2% | Added |
| Northern Trust Corp | 51,501 | $847.2K | 0.00% | −10,311−16.7% | Reduced |
| Morgan Stanley | 42,848 | $704.9K | 0.00% | +1,496+3.6% | Added |
| Arrowstreet Capital, Limited Partnership | 42,622 | $701.1K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 38,616 | $635.0K | 0.05% | +2,046+5.6% | Added |
| Victory Capital Management Inc | 38,411 | $631.9K | 0.00% | −1,445−3.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 33,360 | $548.8K | 0.00% | −11,652−25.9% | Reduced |
| Koss-Olinger Consulting, LLC | 31,897 | $525.0K | 0.04% | −3,808−10.7% | Reduced |
| LSV Asset Management | 28,117 | $463.0K | 0.00% | 00.0% | Unchanged |
| RBF Capital, LLC | 25,747 | $423.5K | 0.02% | −1,766−6.4% | Reduced |
| Renaissance Technologies LLC | 22,600 | $371.8K | 0.00% | −2,100−8.5% | Reduced |
| Charles Schwab Investment Management Inc | 21,704 | $357.0K | 0.00% | +10.0% | Added |
| M&T Bank Corp | 21,500 | $353.7K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 19,930 | $327.8K | 0.00% | +830+4.3% | Added |
| Bailard, Inc. | 17,257 | $283.9K | 0.01% | +17,257 | New |
| Jane Street Group, LLC | 16,449 | $270.6K | 0.00% | −19,768−54.6% | Reduced |
| Ritholtz Wealth Management | 12,728 | $209.4K | 0.00% | −4,291−25.2% | Reduced |
| Citadel Advisors LLC | 12,722 | $209.3K | 0.00% | −29,461−69.8% | Reduced |
| Invesco Ltd. | 12,328 | $202.8K | 0.00% | +1,836+17.5% | Added |
| Mariner, LLC | 11,981 | $197.1K | 0.00% | −1,263−9.5% | Reduced |
| JPMorgan Chase & Co | 11,862 | $195.1K | 0.00% | +8,920+303.2% | Added |
| Baird Financial Group, Inc. | 11,296 | $185.8K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 11,139 | $183.2K | 0.00% | +318+2.9% | Added |
| Wells Fargo & Company | 8,096 | $133.2K | 0.00% | +2,579+46.7% | Added |
| Bank of America Corp | 7,236 | $119.0K | 0.00% | +811+12.6% | Added |
| Deutsche Bank AG | 5,945 | $97.8K | 0.00% | +733+14.1% | Added |
| Rhumbline Advisers | 5,932 | $97.6K | 0.00% | −1,680−22.1% | Reduced |
| Acadian Asset Management LLC | 5,881 | $96.0K | 0.00% | −4,706−44.5% | Reduced |
| Los Angeles Capital Management LLC | 5,651 | $79.3K | 0.00% | +5,651 | New |
| Advisor Group Holdings, Inc. | 3,449 | $56.7K | 0.00% | −1,297−27.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 3,389 | $55.7K | 0.00% | −37−1.1% | Reduced |
| UBS Group AG | 2,470 | $40.6K | 0.00% | −1,636−39.8% | Reduced |
| BNP Paribas Arbitrage, SA | 2,242 | $36.9K | 0.00% | +213+10.5% | Added |
| Ancora Advisors, LLC | 1,928 | $31.7K | 0.00% | +1,928 | New |
| New York State Common Retirement Fund | 1,900 | $31.3K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,772 | $29.1K | 0.00% | +1,272+254.4% | Added |
| 1620 Investment Advisors, Inc. | 1,454 | $23.9K | 0.02% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 981 | $16.1K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 929 | $15.3K | 0.00% | +333+55.9% | Added |
| Clearstead Advisors, LLC | 922 | $15.2K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 841 | $14.0K | 0.00% | −6,173−88.0% | Reduced |
| Ameritas Investment Partners, Inc. | 835 | $13.7K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 674 | $11.1K | 0.00% | −481−41.6% | Reduced |
| Legal & General Group Plc | 618 | $10.2K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 434 | $7.14K | 0.00% | −184−29.8% | Reduced |
| Sterling Capital Management LLC | 406 | $6.68K | 0.00% | −90−18.1% | Reduced |
| Investors Research Corp | 300 | $4.93K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 221 | $4.00K | 0.00% | −74−25.1% | Reduced |
| Citigroup Inc | 159 | $2.62K | 0.00% | +68+74.7% | Added |
| Optiver Holding B.V. | 126 | $2.07K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 100 | $1.66K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 56 | $921 | 0.00% | +56 | New |
| EverSource Wealth Advisors, LLC | 9 | $148 | 0.00% | −34−79.1% | Reduced |
| Essential Partners LLC | 7 | $115 | 0.00% | +5+250.0% | Added |
| MAI Capital Management | 3 | $50 | 0.00% | +3 | New |
| Allworth Financial LP | 3 | $50 | 0.00% | +3 | New |
| Rothschild Investment LLC | 2 | $33 | 0.00% | +2 | New |
| IFP Advisors, Inc | 1 | $16 | 0.00% | −1−50.0% | Reduced |
| Huntington National Bank | 1 | $16 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1 | $16 | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −17,616−100.0% | Sold out |
| Crestwood Advisors Group LLC | 0 | $0 | 0.00% | −15,438−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −11,437−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −6,663−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −69−100.0% | Sold out |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |