Hamilton Beach Brands Holding HBB Institutional Ownership

NYSE HBB

$30.03 -1.13 (-3.63%)

As of: Sep 10, 2026 · 3:59 PM EDT

Institutions by Trading Activity

81 Institutions

Increased 39 48.1%

Unchanged 16 19.8%

Reduced 26 32.1%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

27.83%

▼-0.11 pp QoQ

Shares Held by Institutions

3.76Mn

of 13.50Mn outstanding

▲+1.43% QoQ

Shares Outstanding

13.50Mn

9.74Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▲+6 vs prior quarter

Net Shares Added (QoQ)

+52.93K

accumulated since last quarter

Value of Holdings

$116.29Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Hamilton Beach Brands Holding Co (NYSE:HBB) has 81 institutional investors that have filed 13F reports for the period ending June 2026.

These investors collectively held 27.8% of Hamilton Beach Brands Holding's outstanding shares in June 2026, down from 27.9% in March 2026.
Their total shares held in HBB increased 1.43% from the prior quarter, while the number of investors in Hamilton Beach Brands Holding increased 8.0% year over year.
During the quarter, 39 of these 81 funds increased positions in HBB, 26 reduced exposure, and 16 held steady.
Institutional investors collectively held 3.76Mn shares in Hamilton Beach Brands Holding as of June 2026, up by 52.93K shares quarter on quarter, and down 545.48K shares year over year.
Ameriprise Financial Inc is the top holder of Hamilton Beach Brands Holding as of June 30, 2026, with 536.34K shares representing 3.97% of outstanding stock.
The biggest buyers of Hamilton Beach Brands Holding for the quarter ending June 2026 included Ameriprise Financial Inc (56.57K), Sixth Street Partners Management Company, L.P. (21.55K), BlackRock, Inc. (19.61K), Squarepoint Ops LLC (18.72K), GEODE CAPITAL MANAGEMENT, LLC (14.34K).
Top sellers of HBB stock for the quarter ending June 2026 included VANGUARD CAPITAL MANAGEMENT LLC (46.92K), RBF Capital, LLC (25.65K), Koss-Olinger Consulting, LLC (21.33K), Goldman Sachs Group Inc (16.63K), AMERICAN CENTURY COMPANIES INC (9.46K).
Per Business Quant data, the top 10 holders of Hamilton Beach Brands Holding for the quarter ending June 2026 are Ameriprise Financial Inc (536.34K), BlackRock, Inc. (532.67K), DIMENSIONAL FUND ADVISORS LP (398.7K), Pacific Ridge Capital Partners, LLC (341.47K), VANGUARD CAPITAL MANAGEMENT LLC (253.08K), North Star Investment Management Corp. (190.6K), AMERICAN CENTURY COMPANIES INC (180.07K), GEODE CAPITAL MANAGEMENT, LLC (169.2K), State Street Corp (130.52K), BRIDGEWAY CAPITAL MANAGEMENT, LLC (106.14K).

Form 13F Holdings

81 Institutional Holders

Report period 30 Jun, 2026

Total shares held 3.76Mn

Of outstanding 27.83%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Ameriprise Financial Inc	0000820027	536,337	3.97%	▲56,570	+11.79%	$12.35Mn
2	BlackRock, Inc.	0002012383	532,666	3.95%	▲19,610	+3.82%	$12.27Mn
3	DIMENSIONAL FUND ADVISORS LP	0000354204	398,697	2.95%	▲2,525	+0.64%	$9.18Mn
4	Pacific Ridge Capital Partners, LLC	0001591546	341,468	2.53%	▼2,641	-0.77%	$7.86Mn
5	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	253,077	1.88%	▼46,917	-15.64%	$5.83Mn
6	North Star Investment Management Corp.	0001342857	190,600	1.41%	0	0.00%	$4.39Mn
7	AMERICAN CENTURY COMPANIES INC	0000748054	180,073	1.33%	▼9,458	-4.99%	$4.15Mn
8	GEODE CAPITAL MANAGEMENT, LLC	0001214717	169,202	1.25%	▲14,338	+9.26%	$3.90Mn
9	State Street Corp	0000093751	130,525	0.97%	▲100	+0.08%	$3.01Mn
10	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0001107261	106,137	0.79%	▲1,245	+1.19%	$2.44Mn
11	Bank of New York Mellon Corp	0001390777	92,468	0.69%	▲2,223	+2.46%	$2.13Mn
12	Empowered Funds, LLC	0001592828	68,937	0.51%	▲1,245	+1.84%	$1.59Mn
13	Northern Trust Corp	0000073124	63,133	0.47%	▲4,583	+7.83%	$1.45Mn
14	Pnc Financial Services Group, Inc.	0000713676	57,250	0.42%	0	0.00%	$1.32Mn
15	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	48,421	0.36%	▲7,748	+19.05%	$1.12Mn
16	Morgan Stanley	0000895421	44,404	0.33%	▼1,531	-3.33%	$1.02Mn
17	Russell Investments Group, Ltd.	0001692234	43,668	0.32%	▲3,569	+8.90%	$1.01Mn
18	VANGUARD FIDUCIARY TRUST CO	0000933478	41,417	0.31%	▲3,839	+10.22%	$953.83K
19	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0001164508	36,208	0.27%	▼6,414	-15.05%	$833.87K
20	VICTORY CAPITAL MANAGEMENT INC	0001040188	32,170	0.24%	▼6,220	-16.20%	$740.88K

Showing 1 to 20 of 81 holders