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 |
|---|---|---|---|---|---|
| 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 |
| Transamerica Financial Advisors, Inc. | 4 | $75 | 0.00% | +4 | New |
| Rothschild Investment LLC | 4 | $76 | 0.00% | +2+100.0% | Added |
| Root Financial Partners, LLC | 6 | $114 | 0.00% | +6 | New |
| MAI Capital Management | 9 | $171 | 0.00% | +6+200.0% | Added |
| Allworth Financial LP | 13 | $247 | 0.00% | +10+333.3% | Added |
| EverSource Wealth Advisors, LLC | 14 | $265 | 0.00% | +5+55.6% | Added |
| Essential Partners LLC | 16 | $303 | 0.00% | +9+128.6% | Added |
| Optiver Holding B.V. | 70 | $1.33K | 0.00% | −56−44.4% | Reduced |
| GAMMA Investing LLC | 89 | $1.69K | 0.00% | +33+58.9% | Added |
| Sterling Capital Management LLC | 233 | $4.42K | 0.00% | −173−42.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 250 | $4.63K | 0.00% | +150+150.0% | Added |
| Investors Research Corp | 300 | $5.68K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 327 | $6.20K | 0.00% | +168+105.7% | Added |
| California State Teachers Retirement System | 381 | $7.22K | 0.00% | −53−12.2% | Reduced |
| Legal & General Group Plc | 618 | $11.7K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 835 | $15.8K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 828 | $16.0K | 0.00% | −13−1.5% | Reduced |
| Clearstead Advisors, LLC | 922 | $17.5K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 981 | $18.6K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 1,454 | $27.6K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,490 | $28.2K | 0.00% | +816+121.1% | Added |
| New York State Common Retirement Fund | 1,900 | $36.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 2,118 | $40.1K | 0.00% | −352−14.3% | Reduced |
| BNP Paribas Arbitrage, SA | 2,151 | $40.8K | 0.00% | −91−4.1% | Reduced |
| Vanguard Global Advisers, LLC | 2,254 | $42.7K | 0.00% | +2,254 | New |
| Rockefeller Capital Management L.P. | 2,487 | $47.1K | 0.00% | +2,487 | New |
| Wells Fargo & Company | 2,721 | $51.6K | 0.00% | −5,375−66.4% | Reduced |
| JPMorgan Chase & Co | 3,073 | $56.1K | 0.00% | −8,789−74.1% | Reduced |
| FMR LLC | 3,109 | $58.9K | 0.00% | +1,337+75.5% | Added |
| Advisor Group Holdings, Inc. | 3,329 | $63.1K | 0.00% | −120−3.5% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 3,457 | $65.5K | 0.00% | +68+2.0% | Added |
| Advisory Services Network, LLC | 4,667 | $88.4K | 0.00% | +4,667 | New |
| Acadian Asset Management LLC | 5,881 | $111.0K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 5,945 | $112.7K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 6,081 | $115.2K | 0.00% | +149+2.5% | Added |
| Barclays PLC | 10,396 | $197.0K | 0.00% | −9,534−47.8% | Reduced |
| Ritholtz Wealth Management | 11,119 | $210.7K | 0.00% | −1,609−12.6% | Reduced |
| Baird Financial Group, Inc. | 11,296 | $214.1K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 11,461 | $217.2K | 0.00% | −520−4.3% | Reduced |
| Invesco Ltd. | 11,848 | $224.5K | 0.00% | −480−3.9% | Reduced |
| Jane Street Group, LLC | 15,343 | $290.8K | 0.00% | −1,106−6.7% | Reduced |
| Bailard, Inc. | 17,257 | $327.0K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 18,203 | $344.9K | 0.01% | +16,275+844.1% | Added |
| Charles Schwab Investment Management Inc | 19,179 | $363.4K | 0.00% | −2,525−11.6% | Reduced |
| Envestnet Asset Management Inc | 22,684 | $429.9K | 0.00% | +22,684 | New |
| Renaissance Technologies LLC | 22,700 | $430.2K | 0.00% | +100+0.4% | Added |
| RBF Capital, LLC | 25,647 | $486.0K | 0.02% | −100−0.4% | Reduced |
| LSV Asset Management | 25,917 | $491.0K | 0.00% | −2,200−7.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 29,115 | $551.7K | 0.00% | −4,245−12.7% | Reduced |
| Koss-Olinger Consulting, LLC | 30,687 | $581.5K | 0.05% | −1,210−3.8% | Reduced |
| Goldman Sachs Group Inc | 31,236 | $591.9K | 0.00% | +20,097+180.4% | Added |
| Gsa Capital Partners LLP | 34,857 | $661.0K | 0.04% | −3,759−9.7% | Reduced |
| Vanguard Fiduciary Trust Co | 37,578 | $712.1K | 0.00% | +37,578 | New |
| Victory Capital Management Inc | 38,390 | $727.5K | 0.00% | −21−0.1% | Reduced |
| Russell Investments Group, Ltd. | 40,099 | $759.9K | 0.00% | +39,170+4,216.4% | Added |
| Vanguard Portfolio Management LLC | 40,673 | $770.8K | 0.00% | +40,673 | New |
| Arrowstreet Capital, Limited Partnership | 42,622 | $807.7K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 45,935 | $870.5K | 0.00% | +3,087+7.2% | Added |
| CWM, LLC | 54,659 | $1.04M | 0.00% | +202+0.4% | Added |
| Northern Trust Corp | 58,550 | $1.11M | 0.00% | +7,049+13.7% | Added |
| The PNC Financial Services Group, Inc. | 66,500 | $1.26M | 0.00% | +4,898+8.0% | Added |
| Empowered Funds, LLC | 67,692 | $1.28M | 0.01% | +5,858+9.5% | Added |
| Bank of New York Mellon Corp | 90,245 | $1.71M | 0.00% | +545+0.6% | Added |
| Bridgeway Capital Management, LLC | 104,892 | $1.99M | 0.04% | +5,858+5.9% | Added |
| State Street Corp | 130,425 | $2.47M | 0.00% | +420+0.3% | Added |
| Curbstone Financial Management Corp | 136,898 | $2.59M | 0.50% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 154,864 | $2.94M | 0.00% | +2,249+1.5% | Added |
| American Century Companies Inc | 189,531 | $3.59M | 0.00% | −7,032−3.6% | Reduced |
| North Star Investment Management Corp. | 190,600 | $3.61M | 0.22% | +26,949+16.5% | Added |
| Vanguard Capital Management LLC | 299,994 | $5.68M | 0.00% | +299,994 | New |
| Pacific Ridge Capital Partners, LLC | 344,109 | $6.52M | 1.41% | +3,638+1.1% | Added |
| Dimensional Fund Advisors LP | 396,172 | $7.51M | 0.00% | −1,442−0.4% | Reduced |
| Ameriprise Financial Inc | 479,767 | $9.09M | 0.00% | +5,867+1.2% | Added |
| BlackRock, Inc. | 513,056 | $9.72M | 0.00% | −7,253−1.4% | Reduced |
| 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 |