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, Q2 2026
Institutional positions in Hamilton Beach Brands Holding Co as of Jun 30, 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
- 80
- +4 vs. Q1 2026
- Shares held
- 3.77M
- −108.5K (−2.8%) vs. Q1 2026
- Total value
- $86.7M
- +$13.3M (+18.1%) vs. Q1 2026
- New holders
- 11
- 27 more added
- Sold out
- 7
- 25 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Hamilton Beach Brands Holding Co; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $23 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1 | $23 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1 | $23 | 0.00% | +1 | New |
| Wealth Enhancement Trust Services, Inc. | 1 | $23 | 0.00% | +1 | New |
| Transamerica Financial Advisors, Inc. | 4 | $92 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 5 | $114 | 0.00% | +5 | New |
| Optiver Holding B.V. | 6 | $138 | 0.00% | −64−91.4% | Reduced |
| Rothschild Investment LLC | 6 | $138 | 0.00% | +2+50.0% | Added |
| True Wealth Design, LLC | 6 | $139 | 0.00% | +6 | New |
| IFP Advisors, Inc | 15 | $345 | 0.00% | +14+1,400.0% | Added |
| EverSource Wealth Advisors, LLC | 22 | $507 | 0.00% | +8+57.1% | Added |
| Essential Partners LLC | 23 | $530 | 0.00% | +7+43.8% | Added |
| Allworth Financial LP | 26 | $599 | 0.00% | +13+100.0% | Added |
| Northwestern Mutual Wealth Management Co | 82 | $1.89K | 0.00% | +82 | New |
| California State Teachers Retirement System | 99 | $2.28K | 0.00% | −282−74.0% | Reduced |
| GAMMA Investing LLC | 106 | $2.44K | 0.00% | +17+19.1% | Added |
| Sterling Capital Management LLC | 132 | $3.04K | 0.00% | −101−43.3% | Reduced |
| SRS Capital Advisors, Inc. | 209 | $4.81K | 0.00% | +209 | New |
| Whittier Trust Co of Nevada Inc | 250 | $5.33K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 300 | $6.91K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 618 | $14.2K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 835 | $19.2K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 922 | $21.2K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,105 | $25.4K | 0.00% | −385−25.8% | Reduced |
| BNP Paribas Arbitrage, SA | 1,147 | $26.4K | 0.00% | −1,004−46.7% | Reduced |
| 1620 Investment Advisors, Inc. | 1,269 | $29.2K | 0.02% | −185−12.7% | Reduced |
| Royal Bank of Canada | 1,685 | $38.0K | 0.00% | +857+103.5% | Added |
| UBS Group AG | 1,733 | $39.9K | 0.00% | −385−18.2% | Reduced |
| New York State Common Retirement Fund | 1,900 | $43.8K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 2,254 | $51.9K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 3,201 | $73.7K | 0.00% | +2,220+226.3% | Added |
| Advisor Group Holdings, Inc. | 3,329 | $76.7K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 3,354 | $77.2K | 0.00% | −103−3.0% | Reduced |
| Citigroup Inc | 3,364 | $77.5K | 0.00% | +3,037+928.7% | Added |
| FMR LLC | 3,420 | $78.8K | 0.00% | +311+10.0% | Added |
| JPMorgan Chase & Co | 3,958 | $86.0K | 0.00% | +885+28.8% | Added |
| Acadian Asset Management LLC | 5,881 | $135.0K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 5,900 | $135.9K | 0.00% | −181−3.0% | Reduced |
| Wells Fargo & Company | 6,099 | $140.5K | 0.00% | +3,378+124.1% | Added |
| Deutsche Bank AG | 6,148 | $141.6K | 0.00% | +203+3.4% | Added |
| Koss-Olinger Consulting, LLC | 9,359 | $215.5K | 0.02% | −21,328−69.5% | Reduced |
| Invesco Ltd. | 9,407 | $216.6K | 0.00% | −2,441−20.6% | Reduced |
| LPL Financial LLC | 9,643 | $222.1K | 0.00% | +9,643 | New |
| Barclays PLC | 10,040 | $231.2K | 0.00% | −356−3.4% | Reduced |
| Nuveen, LLC | 10,202 | $235.0K | 0.00% | +10,202 | New |
| Two Sigma Investments, LP | 10,496 | $241.7K | 0.00% | +10,496 | New |
| Baird Financial Group, Inc. | 11,296 | $260.1K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 11,743 | $270.4K | 0.00% | +282+2.5% | Added |
| AQR Capital Management LLC | 12,576 | $289.6K | 0.00% | +12,576 | New |
| Goldman Sachs Group Inc | 14,603 | $336.3K | 0.00% | −16,633−53.2% | Reduced |
| Bailard, Inc. | 16,478 | $379.5K | 0.01% | −779−4.5% | Reduced |
| Squarepoint Ops LLC | 18,724 | $431.2K | 0.00% | +18,724 | New |
| O'Shaughnessy Asset Management, LLC | 20,239 | $466.1K | 0.00% | −8,876−30.5% | Reduced |
| Envestnet Asset Management Inc | 20,897 | $481.3K | 0.00% | −1,787−7.9% | Reduced |
| Charles Schwab Investment Management Inc | 21,547 | $496.2K | 0.00% | +2,368+12.3% | Added |
| Renaissance Technologies LLC | 22,600 | $520.5K | 0.00% | −100−0.4% | Reduced |
| Curbstone Financial Management Corp | 23,632 | $544.2K | 0.09% | −113,266−82.7% | Reduced |
| RBF Capital, LLC | 25,647 | $590.6K | 0.02% | 00.0% | Unchanged |
| LSV Asset Management | 25,917 | $597.0K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 26,478 | $610.0K | 0.04% | −8,379−24.0% | Reduced |
| Victory Capital Management Inc | 32,170 | $740.9K | 0.00% | −6,220−16.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 36,208 | $833.9K | 0.00% | −6,414−15.0% | Reduced |
| Vanguard Fiduciary Trust Co | 41,417 | $953.8K | 0.00% | +3,839+10.2% | Added |
| Russell Investments Group, Ltd. | 43,668 | $1.01M | 0.00% | +3,569+8.9% | Added |
| Morgan Stanley | 44,404 | $1.02M | 0.00% | −1,531−3.3% | Reduced |
| Vanguard Portfolio Management LLC | 48,421 | $1.12M | 0.00% | +7,748+19.0% | Added |
| Northern Trust Corp | 63,133 | $1.45M | 0.00% | +4,583+7.8% | Added |
| The PNC Financial Services Group, Inc. | 66,500 | $1.53M | 0.00% | 00.0% | Unchanged |
| Empowered Funds, LLC | 68,937 | $1.59M | 0.01% | +1,245+1.8% | Added |
| Bank of New York Mellon Corp | 92,468 | $2.13M | 0.00% | +2,223+2.5% | Added |
| Bridgeway Capital Management, LLC | 106,137 | $2.44M | 0.04% | +1,245+1.2% | Added |
| State Street Corp | 130,525 | $3.01M | 0.00% | +100+0.1% | Added |
| Geode Capital Management, LLC | 169,202 | $3.90M | 0.00% | +14,338+9.3% | Added |
| American Century Companies Inc | 180,073 | $4.15M | 0.00% | −9,458−5.0% | Reduced |
| North Star Investment Management Corp. | 190,600 | $4.39M | 0.24% | 00.0% | Unchanged |
| Vanguard Capital Management LLC | 253,077 | $5.83M | 0.00% | −46,917−15.6% | Reduced |
| Pacific Ridge Capital Partners, LLC | 341,468 | $7.86M | 1.43% | −2,641−0.8% | Reduced |
| Dimensional Fund Advisors LP | 398,697 | $9.18M | 0.00% | +2,525+0.6% | Added |
| BlackRock, Inc. | 532,666 | $12.3M | 0.00% | +19,610+3.8% | Added |
| Ameriprise Financial Inc | 536,337 | $12.4M | 0.00% | +56,570+11.8% | Added |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −18,203−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −15,343−100.0% | Sold out |
| Ritholtz Wealth Management | 0 | $0 | 0.00% | −11,119−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −4,667−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −2,487−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |