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 2026
Institutional positions in Hamilton Beach Brands Holding Co as of Mar 31, 2026. 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
- 77
- +3 vs. Q4 2025
- Shares held
- 3.93M
- +390.0K (+11.0%) vs. Q4 2025
- Total value
- $74.5M
- +$16.3M (+27.9%) vs. Q4 2025
- New holders
- 9
- 28 more added
- Sold out
- 6
- 24 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Hamilton Beach Brands Holding Co; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 513,056 | $9.72M | 0.00% | −7,253−1.4% | Reduced |
| Ameriprise Financial Inc | 479,767 | $9.09M | 0.00% | +5,867+1.2% | Added |
| Dimensional Fund Advisors LP | 396,172 | $7.51M | 0.00% | −1,442−0.4% | Reduced |
| Pacific Ridge Capital Partners, LLC | 344,109 | $6.52M | 1.41% | +3,638+1.1% | Added |
| Vanguard Capital Management LLC | 299,994 | $5.68M | 0.00% | +299,994 | New |
| North Star Investment Management Corp. | 190,600 | $3.61M | 0.22% | +26,949+16.5% | Added |
| American Century Companies Inc | 189,531 | $3.59M | 0.00% | −7,032−3.6% | Reduced |
| Geode Capital Management, LLC | 154,864 | $2.94M | 0.00% | +2,249+1.5% | Added |
| Curbstone Financial Management Corp | 136,898 | $2.59M | 0.50% | 00.0% | Unchanged |
| State Street Corp | 130,425 | $2.47M | 0.00% | +420+0.3% | Added |
| Bridgeway Capital Management, LLC | 104,892 | $1.99M | 0.04% | +5,858+5.9% | Added |
| Bank of New York Mellon Corp | 90,245 | $1.71M | 0.00% | +545+0.6% | Added |
| Empowered Funds, LLC | 67,692 | $1.28M | 0.01% | +5,858+9.5% | Added |
| The PNC Financial Services Group, Inc. | 66,500 | $1.26M | 0.00% | +4,898+8.0% | Added |
| Northern Trust Corp | 58,550 | $1.11M | 0.00% | +7,049+13.7% | Added |
| CWM, LLC | 54,659 | $1.04M | 0.00% | +202+0.4% | Added |
| Morgan Stanley | 45,935 | $870.5K | 0.00% | +3,087+7.2% | Added |
| Arrowstreet Capital, Limited Partnership | 42,622 | $807.7K | 0.00% | 00.0% | Unchanged |
| Vanguard Portfolio Management LLC | 40,673 | $770.8K | 0.00% | +40,673 | New |
| Russell Investments Group, Ltd. | 40,099 | $759.9K | 0.00% | +39,170+4,216.4% | Added |
| Victory Capital Management Inc | 38,390 | $727.5K | 0.00% | −21−0.1% | Reduced |
| Vanguard Fiduciary Trust Co | 37,578 | $712.1K | 0.00% | +37,578 | New |
| Gsa Capital Partners LLP | 34,857 | $661.0K | 0.04% | −3,759−9.7% | Reduced |
| Goldman Sachs Group Inc | 31,236 | $591.9K | 0.00% | +20,097+180.4% | Added |
| Koss-Olinger Consulting, LLC | 30,687 | $581.5K | 0.05% | −1,210−3.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 29,115 | $551.7K | 0.00% | −4,245−12.7% | Reduced |
| LSV Asset Management | 25,917 | $491.0K | 0.00% | −2,200−7.8% | Reduced |
| RBF Capital, LLC | 25,647 | $486.0K | 0.02% | −100−0.4% | Reduced |
| Renaissance Technologies LLC | 22,700 | $430.2K | 0.00% | +100+0.4% | Added |
| Envestnet Asset Management Inc | 22,684 | $429.9K | 0.00% | +22,684 | New |
| Charles Schwab Investment Management Inc | 19,179 | $363.4K | 0.00% | −2,525−11.6% | Reduced |
| Ancora Advisors, LLC | 18,203 | $344.9K | 0.01% | +16,275+844.1% | Added |
| Bailard, Inc. | 17,257 | $327.0K | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 15,343 | $290.8K | 0.00% | −1,106−6.7% | Reduced |
| Invesco Ltd. | 11,848 | $224.5K | 0.00% | −480−3.9% | Reduced |
| Mariner, LLC | 11,461 | $217.2K | 0.00% | −520−4.3% | Reduced |
| Baird Financial Group, Inc. | 11,296 | $214.1K | 0.00% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 11,119 | $210.7K | 0.00% | −1,609−12.6% | Reduced |
| Barclays PLC | 10,396 | $197.0K | 0.00% | −9,534−47.8% | Reduced |
| Rhumbline Advisers | 6,081 | $115.2K | 0.00% | +149+2.5% | Added |
| Deutsche Bank AG | 5,945 | $112.7K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 5,881 | $111.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 4,667 | $88.4K | 0.00% | +4,667 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 3,457 | $65.5K | 0.00% | +68+2.0% | Added |
| Advisor Group Holdings, Inc. | 3,329 | $63.1K | 0.00% | −120−3.5% | Reduced |
| FMR LLC | 3,109 | $58.9K | 0.00% | +1,337+75.5% | Added |
| JPMorgan Chase & Co | 3,073 | $56.1K | 0.00% | −8,789−74.1% | Reduced |
| Wells Fargo & Company | 2,721 | $51.6K | 0.00% | −5,375−66.4% | Reduced |
| Rockefeller Capital Management L.P. | 2,487 | $47.1K | 0.00% | +2,487 | New |
| Vanguard Global Advisers, LLC | 2,254 | $42.7K | 0.00% | +2,254 | New |
| BNP Paribas Arbitrage, SA | 2,151 | $40.8K | 0.00% | −91−4.1% | Reduced |
| UBS Group AG | 2,118 | $40.1K | 0.00% | −352−14.3% | Reduced |
| New York State Common Retirement Fund | 1,900 | $36.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,490 | $28.2K | 0.00% | +816+121.1% | Added |
| 1620 Investment Advisors, Inc. | 1,454 | $27.6K | 0.02% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 981 | $18.6K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 922 | $17.5K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 828 | $16.0K | 0.00% | −13−1.5% | Reduced |
| Ameritas Investment Partners, Inc. | 835 | $15.8K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 618 | $11.7K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 381 | $7.22K | 0.00% | −53−12.2% | Reduced |
| Citigroup Inc | 327 | $6.20K | 0.00% | +168+105.7% | Added |
| Investors Research Corp | 300 | $5.68K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 250 | $4.63K | 0.00% | +150+150.0% | Added |
| Sterling Capital Management LLC | 233 | $4.42K | 0.00% | −173−42.6% | Reduced |
| GAMMA Investing LLC | 89 | $1.69K | 0.00% | +33+58.9% | Added |
| Optiver Holding B.V. | 70 | $1.33K | 0.00% | −56−44.4% | Reduced |
| Essential Partners LLC | 16 | $303 | 0.00% | +9+128.6% | Added |
| EverSource Wealth Advisors, LLC | 14 | $265 | 0.00% | +5+55.6% | Added |
| Allworth Financial LP | 13 | $247 | 0.00% | +10+333.3% | Added |
| MAI Capital Management | 9 | $171 | 0.00% | +6+200.0% | Added |
| Root Financial Partners, LLC | 6 | $114 | 0.00% | +6 | New |
| Rothschild Investment LLC | 4 | $76 | 0.00% | +2+100.0% | Added |
| Transamerica Financial Advisors, Inc. | 4 | $75 | 0.00% | +4 | New |
| Huntington National Bank | 1 | $19 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1 | $19 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1 | $19 | 0.00% | 00.0% | Unchanged |
| Mork Capital Management, LLC | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| M&T Bank Corp | 0 | $0 | 0.00% | −21,500−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −12,722−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −7,236−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −5,651−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −221−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |