HAMILTON BEACH BRANDS HLDG C (HBB)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
80
Reporting holders
$85.9M
Reported value
0.0%
Held as options
+5
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | $12.4M | 536,337 | 0.00% | 17q | -44.1%-$9.7M |
| BlackRock, Inc. | $12.3M | 532,666 | 0.00% | 8q | +3.8%+$451.6K |
| DIMENSIONAL FUND ADVISORS LP | $9.2M | 398,697 | 0.00% | 31q | +0.6%+$58.1K |
| Pacific Ridge Capital Partners, LLC | $7.9M | 341,468 | 1.43% | 21q | -0.8%-$60.8K |
| VANGUARD CAPITAL MANAGEMENT LLC | $5.8M | 253,077 | 0.00% | 2q | -15.6%-$1.1M |
| North Star Investment Management Corp. | $4.4M | 190,600 | 0.24% | 23q | HELD |
| AMERICAN CENTURY COMPANIES INC | $4.1M | 180,073 | 0.00% | 11q | -5.0%-$217.8K |
| GEODE CAPITAL MANAGEMENT, LLC | $3.9M | 169,202 | 0.00% | 31q | +9.3%+$330.3K |
| STATE STREET CORP | $3.0M | 130,525 | 0.00% | 31q | HELD |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $2.4M | 106,137 | 0.04% | 31q | +1.2%+$28.7K |
| Bank of New York Mellon Corp | $2.1M | 92,468 | 0.00% | 31q | +2.5%+$51.2K |
| Empowered Funds, LLC | $1.6M | 68,937 | 0.01% | 9q | +1.8%+$28.7K |
| PNC Financial Services Group, Inc. | $1.5M | 66,500 | 0.00% | 15q | HELD |
| NORTHERN TRUST CORP | $1.5M | 63,133 | 0.00% | 31q | +7.8%+$105.5K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.1M | 48,421 | 0.00% | 2q | +19.0%+$178.4K |
| MORGAN STANLEY | $1.0M | 44,404 | 0.00% | 35q | -3.3%-$35.3K |
| Russell Investments Group, Ltd. | $1.0M | 43,668 | 0.00% | 4q | +8.9%+$82.2K |
| VANGUARD FIDUCIARY TRUST CO | $953.8K | 41,417 | 0.00% | 2q | +10.2%+$88.4K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $833.9K | 36,208 | 0.00% | 10q | -15.0%-$147.7K |
| VICTORY CAPITAL MANAGEMENT INC | $740.9K | 32,170 | 0.00% | 5q | -16.2%-$143.2K |
| RBF Capital, LLC | $590.6K | 25,647 | 0.02% | 24q | HELD |
| Curbstone Financial Management Corp | $544.2K | 23,632 | 0.09% | 31q | -82.7%-$2.6M |
| RENAISSANCE TECHNOLOGIES LLC | $520.5K | 22,600 | 0.00% | 11q | HELD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $496.2K | 21,547 | 0.00% | 9q | +12.3%+$54.5K |
| Sixth Street Partners Management Company, L.P. | $496.2K | 21,547 | 0.00% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $481.3K | 20,897 | 0.00% | 2q | -7.9%-$41.2K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $466.1K | 20,239 | 0.00% | 12q | -30.5%-$204.4K |
| Squarepoint Ops LLC | $431.2K | 18,724 | 0.00% | new | NEW |
| BAILARD, INC. | $379.5K | 16,478 | 0.01% | 3q | -4.5%-$17.9K |
| GOLDMAN SACHS GROUP INC | $336.3K | 14,603 | 0.00% | 4q | -53.2%-$383.1K |
| AQR CAPITAL MANAGEMENT LLC | $289.6K | 12,576 | 0.00% | new | NEW |
| Mariner, LLC | $270.4K | 11,743 | 0.00% | 4q | +2.5%+$6.5K |
| Baird Financial Group, Inc. | $260.1K | 11,296 | 0.00% | 29q | HELD |
| TWO SIGMA INVESTMENTS, LP | $241.7K | 10,496 | 0.00% | new | NEW |
| Nuveen, LLC | $235.0K | 10,202 | 0.00% | new | NEW |
| BARCLAYS PLC | $231.2K | 10,040 | 0.00% | 30q | -3.4%-$8.2K |
| LPL Financial LLC | $222.1K | 9,643 | 0.00% | new | NEW |
| Invesco Ltd. | $216.6K | 9,407 | 0.00% | 4q | -20.6%-$56.2K |
| Koss-Olinger Consulting, LLC | $215.5K | 9,359 | 0.02% | 6q | -69.5%-$491.2K |
| DEUTSCHE BANK AG\ | $141.6K | 6,148 | 0.00% | 7q | +3.4%+$4.7K |
| WELLS FARGO & COMPANY/MN | $140.5K | 6,099 | 0.00% | 15q | +12.1%+$15.1K |
| RHUMBLINE ADVISERS | $135.9K | 5,900 | 0.00% | 13q | -3.0%-$4.2K |
| JPMORGAN CHASE & CO | $86.0K | 3,958 | 0.00% | 13q | +28.8%+$19.2K |
| FMR LLC | $78.8K | 3,420 | 0.00% | 31q | +10.0%+$7.2K |
| CITIGROUP INC | $77.5K | 3,364 | 0.00% | 12q | +928.7%+$69.9K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $77.2K | 3,354 | 0.00% | 8q | -3.0%-$2.4K |
| OSAIC HOLDINGS, INC. | $76.7K | 3,329 | 0.00% | 8q | HELD |
| Police & Firemen's Retirement System of New Jersey | $73.7K | 3,201 | 0.00% | 7q | +226.3%+$51.1K |
| Vanguard Global Advisers, LLC | $51.9K | 2,254 | 0.00% | 2q | HELD |
| NEW YORK STATE COMMON RETIREMENT FUND | $43.8K | 1,900 | 0.00% | 9q | HELD |
| UBS Group AG | $39.9K | 1,733 | 0.00% | 31q | -18.2%-$8.9K |
| ROYAL BANK OF CANADA | $38.0K | 1,685 | 0.00% | 16q | +103.5%+$19.3K |
| 1620 INVESTMENT ADVISORS, INC. | $29.2K | 1,269 | 0.02% | 9q | -12.7%-$4.3K |
| BNP PARIBAS FINANCIAL MARKETS | $26.4K | 1,147 | 0.00% | 31q | -46.7%-$23.1K |
| Tower Research Capital LLC (TRC) | $25.4K | 1,105 | 0.00% | 8q | -25.8%-$8.9K |
| Clearstead Advisors, LLC | $21.2K | 922 | 0.00% | 26q | HELD |
| Ameritas Investment Partners, Inc. | $19.2K | 835 | 0.00% | 9q | HELD |
| Legal & General Group Plc | $14.2K | 618 | 0.00% | 9q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $10.2K | 445 | 0.00% | new | NEW |
| Investors Research Corp | $6.9K | 300 | 0.00% | 30q | HELD |
| WHITTIER TRUST CO OF NEVADA INC | $5.3K | 250 | 0.00% | 31q | HELD |
| Arax Advisory Partners | $4.8K | 209 | 0.00% | new | NEW |
| Integrated Wealth Concepts LLC | $3.1K | 136 | 0.00% | new | NEW |
| Sterling Capital Management LLC | $3.0K | 132 | 0.00% | 8q | -43.3%-$2.3K |
| GAMMA Investing LLC | $2.4K | 106 | 0.00% | 3q | +19.1% |
| GROUP ONE TRADING LLC | $2.3K | options only | 0.00% | 3q | OPTIONS |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.9K | 82 | 0.00% | new | NEW |
| GSA CAPITAL PARTNERS LLP | $610 | 26,478 | 0.04% | 4q | -24.0% |
| Allworth Financial LP | $599 | 26 | 0.00% | 3q | +100.0% |
| LSV ASSET MANAGEMENT | $597 | 25,917 | 0.00% | 5q | HELD |
| Essential Partners LLC | $530 | 23 | 0.00% | 4q | +43.8% |
| EverSource Wealth Advisors, LLC | $507 | 22 | 0.00% | 7q | +57.1% |
| IFP Advisors, Inc | $345 | 15 | 0.00% | 5q | +1400.0% |
| True Wealth Design, LLC | $139 | 6 | 0.00% | new | NEW |
| ROTHSCHILD INVESTMENT LLC | $138 | 6 | 0.00% | 3q | +50.0% |
| Optiver Holding B.V. | $138 | 6 | 0.00% | 4q | -91.4%-$1.5K |
| ACADIAN ASSET MANAGEMENT LLC | $135 | 5,881 | 0.00% | 11q | HELD |
| Farther Finance Advisors, LLC | $114 | 5 | 0.00% | new | NEW |
| Transamerica Financial Advisors, LLC | $92 | 4 | 0.00% | 2q | HELD |
| HUNTINGTON NATIONAL BANK | $23 | 1 | 0.00% | 15q | HELD |
| SBI Securities Co., Ltd. | $23 | 1 | 0.00% | 7q | HELD |
| Fortitude Family Office, LLC | $23 | 1 | 0.00% | new | NEW |
| Wealth Enhancement Trust Services, Inc. | $23 | 1 | 0.00% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-14 | 13G/A | Ameriprise Financial, Inc.with 1 co-filers | 5.4% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 80 | $85.9M | 3,730,802 | 14 | 25 | 23 | 0.0% |
| Q1 2026 | 75 | $82.4M | 4,346,049 | 5 | 25 | 20 | 0.0% |
| Q4 2025 | 71 | $63.0M | 3,833,165 | 8 | 19 | 26 | 0.0% |
| Q3 2025 | 71 | $57.1M | 3,961,670 | 11 | 12 | 25 | 0.0% |
| Q2 2025 | 72 | $76.3M | 4,264,917 | 5 | 19 | 27 | 0.0% |
| Q1 2025 | 78 | $85.3M | 4,388,334 | 9 | 20 | 22 | 0.1% |
| Q4 2024 | 75 | $75.0M | 4,445,126 | 9 | 24 | 18 | 0.2% |
| Q3 2024 | 77 | $139.1M | 4,570,237 | 19 | 20 | 13 | 0.0% |
| Q2 2024 | 67 | $78.3M | 4,551,784 | 19 | 22 | 14 | 0.0% |
| Q1 2024 | 64 | $103.7M | 4,254,197 | 10 | 22 | 15 | 0.0% |
| Q4 2023 | 56 | $71.2M | 4,072,441 | 13 | 20 | 6 | 0.0% |
| Q3 2023 | 48 | $50.4M | 4,051,634 | 7 | 13 | 10 | 0.1% |
| Q2 2023 | 44 | $39.8M | 4,112,271 | 4 | 11 | 11 | 0.1% |
| Q1 2023 | 44 | $59.0M | 5,759,512 | 3 | 10 | 11 | 0.1% |
| Q4 2022 | 38 | $50.5M | 4,075,832 | 5 | 4 | 10 | 0.0% |
| Q3 2022 | 42 | $49.1M | 4,206,679 | 3 | 4 | 14 | 0.0% |
| Q2 2022 | 53 | $53.8M | 4,314,296 | 7 | 11 | 18 | 0.4% |
| Q1 2022 | 64 | $53.4M | 4,586,768 | 7 | 12 | 25 | 1.2% |
| Q4 2021 | 59 | $66.7M | 4,645,852 | 2 | 21 | 16 | 0.0% |
| Q3 2021 | 60 | $68.5M | 4,372,716 | 1 | 14 | 26 | 0.0% |
| Q2 2021 | 71 | $103.2M | 4,633,651 | 4 | 16 | 31 | 0.0% |
| Q1 2021 | 75 | $83.5M | 4,606,878 | 8 | 22 | 26 | 0.0% |
| Q4 2020 | 74 | $84.3M | 4,811,792 | 9 | 20 | 24 | 0.0% |
| Q3 2020 | 79 | $93.7M | 4,815,450 | 19 | 16 | 31 | 0.0% |
| Q2 2020 | 67 | $45.8M | 3,854,424 | 6 | 22 | 22 | 0.0% |
| Q1 2020 | 73 | $47.6M | 5,006,554 | 4 | 19 | 28 | 0.0% |
| Q4 2019 | 81 | $101.0M | 5,287,720 | 13 | 24 | 21 | 0.0% |
| Q3 2019 | 75 | $74.6M | 4,612,882 | 13 | 19 | 20 | 0.0% |
| Q2 2019 | 71 | $91.6M | 4,815,406 | 9 | 23 | 18 | 0.0% |
| Q1 2019 | 74 | $108.1M | 4,953,906 | 6 | 19 | 26 | 0.0% |
| Q4 2018 | 75 | $132.4M | 5,582,009 | 1 | 1 | 1 | 0.0% |