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