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Hamilton Beach Brands (HBB) Institutional Ownership

Hamilton Beach Brands logo
$19.54 -0.07 (-0.36%)
Closing price 05/22/2026 03:58 PM Eastern
Extended Trading
$19.62 +0.08 (+0.41%)
As of 05/22/2026 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

Institutional Ownership Changes (13F Filings) for Hamilton Beach Brands (NYSE:HBB)

Current
Institutional Ownership
Percentage
50.55%
Number of
Institutional Buyers
(last 12 months)
29
Total
Institutional Inflows
(last 12 months)
$5.45M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$6.18M
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Skip Chart & View Institutional Buying and Selling Data

HBB Institutional Buying and Selling by Quarter

Hamilton Beach Brands Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/18/2026 Empowered Funds LLC67,692$1.28M0.0%+9.5%0.500%
5/8/2026 PNC Financial Services Group Inc.66,500$1.26M0.0%+8.0%0.495%
5/7/2026 Dimensional Fund Advisors LP396,172$7.51M0.0%-0.4%2.950%
5/7/2026 Koss Olinger Consulting LLC30,687$582K0.0%-3.8%0.228%
5/5/2026 Bank of New York Mellon Corp90,245$1.71M0.0%+0.6%0.672%
4/23/2026 North Star Investment Management Corp.190,600$3.61M0.2%+16.5%1.420%
4/20/2026 Ritholtz Wealth Management11,119$211K0.0%-12.6%0.083%
2/19/2026 Invesco Ltd.12,328$203K0.0%+17.5%0.092%
2/18/2026 Empowered Funds LLC61,834$1.02M0.0%+5.9%0.460%
2/18/2026 Bridgeway Capital Management LLC99,034$1.63M0.0%-16.4%0.737%
2/17/2026 RBF Capital LLC25,747$424K0.0%-6.4%0.192%
2/16/2026 Mariner LLC11,981$197K0.0%-9.5%0.089%
2/16/2026 Barclays PLC19,930$328K0.0%+4.3%0.148%
2/13/2026 State Street Corp130,005$2.14M0.0%+1.2%0.967%
2/13/2026 Wells Fargo & Company MN8,096$133K0.0%+46.7%0.060%
2/12/2026 Jane Street Group LLC16,449$271K0.0%-54.6%0.122%
2/12/2026 Renaissance Technologies LLC22,600$372K0.0%-8.5%0.168%
2/12/2026 Dimensional Fund Advisors LP397,614$6.54M0.0%-0.7%2.958%
2/11/2026 Empowered Funds LLC61,834$1.02M0.0%+5.9%0.460%
2/11/2026 Deutsche Bank AG5,945$98K0.0%+14.1%0.044%
2/11/2026 O Shaughnessy Asset Management LLC33,360$549K0.0%-25.9%0.248%
2/11/2026 Los Angeles Capital Management LLC5,651$93K0.0%N/A0.042%
2/10/2026 Koss Olinger Consulting LLC31,897$525K0.0%-10.7%0.237%
2/6/2026 PNC Financial Services Group Inc.61,602$1.01M0.0%+4.2%0.458%
2/4/2026 Pacific Ridge Capital Partners LLC340,471$5.60M1.2%+4.0%2.533%
2/4/2026 Bailard Inc.17,257$284K0.0%N/A0.128%
1/30/2026 North Star Investment Management Corp.163,651$2.69M0.2%-1.2%1.218%
1/23/2026 Ritholtz Wealth Management12,728$209K0.0%-25.2%0.095%
1/1/2026 JPMorgan Chase & Co.2,942$42K0.0%-17.2%0.022%
11/18/2025 Advisory Services Network LLC6,663$96K0.0%N/A0.050%
11/17/2025 Citadel Advisors LLC42,183$606K0.0%N/A0.314%
11/17/2025 Ameriprise Financial Inc.467,479$6.72M0.0%+4.6%3.478%
11/14/2025 Lazard Asset Management LLC17,616$253K0.0%-55.4%0.131%
11/14/2025 Two Sigma Investments LP11,437$164K0.0%N/A0.085%
11/14/2025 Bridgeway Capital Management LLC118,464$1.70M0.0%+5.9%0.879%
11/12/2025 Dimensional Fund Advisors LP400,458$5.75M0.0%-1.1%2.972%
11/12/2025 Victory Capital Management Inc.39,856$573K0.0%+31.7%0.296%
11/12/2025 Pacific Ridge Capital Partners LLC327,373$4.70M1.0%-2.2%2.429%
11/7/2025 GSA Capital Partners LLP36,570$526K0.0%N/A0.271%
11/7/2025Vanguard Group Inc.407,696$5.86M0.0%-0.8%3.024%
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10/28/2025 Ritholtz Wealth Management17,019$245K0.0%-36.2%0.126%
10/22/2025 North Star Investment Management Corp.165,651$2.38M0.2%-34.7%1.229%
9/4/2025 Osaic Holdings Inc.5,766$103K0.0%+15.1%0.043%
8/15/2025 Tower Research Capital LLC TRC 2,775$50K0.0%+305.7%0.021%
8/15/2025 Lazard Asset Management LLC39,507$706K0.0%+4.4%0.293%
8/15/2025 BNP Paribas Financial Markets1,488$27K0.0%-55.2%0.011%
8/15/2025 Bank of America Corp DE7,076$127K0.0%-16.2%0.052%
8/15/2025 Ameriprise Financial Inc.446,893$8.00M0.0%+0.2%3.315%
8/14/2025 Jane Street Group LLC18,229$326K0.0%+44.5%0.135%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.3,932$70K0.0%-19.6%0.029%
8/14/2025 Qube Research & Technologies Ltd13,690$245K0.0%-46.3%0.102%
8/13/2025 First Trust Advisors LP18,898$338K0.0%+4.0%0.140%
8/13/2025 Arrowstreet Capital Limited Partnership42,622$763K0.0%-4.2%0.316%
8/13/2025 M&T Bank Corp21,500$385K0.0%N/A0.160%
8/13/2025 Third Avenue Management LLC131,461$2.35M0.5%-47.4%0.976%
8/12/2025 American Century Companies Inc.217,349$3.89M0.0%+6.5%1.612%
8/11/2025 LSV Asset Management28,117$503K0.0%N/A0.209%
8/8/2025 Bailard Inc.14,403$258K0.0%+25.6%0.105%
8/8/2025 Geode Capital Management LLC151,478$2.71M0.0%-7.4%1.106%
8/8/2025 PNC Financial Services Group Inc.59,102$1.06M0.0%-2.6%0.432%
8/1/2025 Koss Olinger Consulting LLC35,705$639K0.1%-6.1%0.261%
7/28/2025 Ritholtz Wealth Management26,670$477K0.0%+49.2%0.195%
7/15/2025 North Star Investment Management Corp.253,600$4.54M0.3%+0.4%1.852%
6/27/2025 Goldman Sachs Group Inc.14,262$277K0.0%-51.8%0.104%
5/28/2025Strs Ohio19,000$369K0.0%N/A0.139%
5/21/2025Acadian Asset Management LLC15,620$303K0.0%-81.0%0.114%
5/19/2025Jane Street Group LLC12,611$245K0.0%N/A0.092%
5/16/2025Empowered Funds LLC47,328$920K0.0%+8.2%0.346%
5/16/2025Goldman Sachs Group Inc.14,262$277K0.0%-51.8%0.104%
5/15/2025Royal Bank of Canada21,303$414K0.0%-8.7%0.156%
5/14/2025Third Avenue Management LLC249,969$4.86M1.0%-16.0%1.826%
5/13/2025American Century Companies Inc.204,002$3.96M0.0%+3.7%1.509%
5/12/2025Nuveen LLC12,600$245K0.0%N/A0.093%
5/12/2025Koss Olinger Consulting LLC38,015$739K0.1%N/A0.281%
5/9/2025Pacific Ridge Capital Partners LLC339,663$6.60M1.7%+0.8%2.513%
5/9/2025PNC Financial Services Group Inc.60,704$1.18M0.0%+24.1%0.449%
5/6/2025Navellier & Associates Inc.14,419$280K0.0%-45.0%0.107%
5/2/2025Bailard Inc.11,464$223K0.0%N/A0.085%
5/1/2025CWM LLC54,333$1.06M0.0%-1.2%0.402%
4/17/2025North Star Investment Management Corp.252,600$4.91M0.4%+17.9%1.869%
4/17/2025Ritholtz Wealth Management17,870$347K0.0%-48.8%0.132%
4/7/2025GAMMA Investing LLC1,399$270K0.0%N/A0.010%
2/17/2025Squarepoint Ops LLC15,739$265K0.0%N/A0.115%
2/17/2025Two Sigma Investments LP10,534$177K0.0%N/A0.077%
2/17/2025State of Wyoming13,100$220K0.0%N/A0.096%
2/17/2025Nuveen Asset Management LLC11,934$201K0.0%-46.2%0.087%
2/17/2025Millennium Management LLC23,379$393K0.0%N/A0.171%
2/17/2025Lazard Asset Management LLC35,377$595K0.0%+32.5%0.258%
2/17/2025Deutsche Bank AG5,212$88K0.0%N/A0.038%
2/17/2025Bridgeway Capital Management LLC107,140$1.80M0.0%+1.2%0.782%
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2/17/2025Bank of America Corp DE10,450$176K0.0%+27.1%0.076%
2/17/2025BNP Paribas Financial Markets2,090$35K0.0%-73.4%0.015%
2/17/2025Ameriprise Financial Inc.432,087$7.27M0.0%-7.9%3.154%
2/14/2025Northern Trust Corp66,703$1.12M0.0%-8.1%0.487%
2/14/2025RBF Capital LLC27,513$463K0.0%-16.6%0.201%
2/14/2025Tower Research Capital LLC TRC1,486$25K0.0%+202.6%0.011%
2/14/2025Dimensional Fund Advisors LP394,819$6.65M0.0%+8.1%2.882%
2/14/2025First Trust Advisors LP18,485$311K0.0%-11.8%0.135%
2/13/2025Barclays PLC17,884$301K0.0%+11.0%0.131%
2/13/2025Renaissance Technologies LLC46,900$789K0.0%+13.6%0.342%


HBB Institutional Ownership - Frequently Asked Questions

During the previous two years, 66 institutional investors and hedge funds held shares of Hamilton Beach Brands. The most heavily invested institutionals were Dimensional Fund Advisors LP ($7.51M), Ameriprise Financial Inc. ($6.72M), Vanguard Group Inc. ($5.86M), Pacific Ridge Capital Partners LLC ($5.60M), American Century Companies Inc. ($3.89M), North Star Investment Management Corp. ($3.61M), and Geode Capital Management LLC ($2.71M).Learn more on Hamilton Beach Brands' institutional investors.

50.55% of Hamilton Beach Brands' stock is owned by institutional investors. Learn more on HBB's institutional investor holdings.

Of the 50 institutional investors that purchased Hamilton Beach Brands' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: American Century Companies Inc. ($116.09K), North Star Investment Management Corp. ($66.35K), Dimensional Fund Advisors LP ($49.02K), Bank of New York Mellon Corp ($45.42K), Citadel Advisors LLC ($42.18K), PNC Financial Services Group Inc. ($38.55K), and Koss Olinger Consulting LLC ($38.02K).

Institutional investors have bought a total of 331,299 shares in the last 24 months. This purchase volume represents approximately $5.45M in transactions.

Of the 23 institutional investors that sold Hamilton Beach Brands' stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Third Avenue Management LLC ($118.51K), North Star Investment Management Corp. ($89.95K), Lazard Asset Management LLC ($21.89K), Jane Street Group LLC ($19.77K), Bridgeway Capital Management LLC ($19.43K), Ritholtz Wealth Management ($15.55K), and Goldman Sachs Group Inc. ($15.35K).

Institutional investors have sold a total of 376,015 shares in the last 24 months. This volume of shares sold represents approximately $6.18M in transactions.



This page (NYSE:HBB) was last updated on 5/25/2026 by MarketBeat.com Staff.
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