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Hamilton Beach Brands (HBB) Institutional Ownership

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$33.04 +0.05 (+0.14%)
As of 11:06 AM Eastern
This is a fair market value 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)
27
Total
Institutional Inflows
(last 12 months)
$6.47M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$5.59M
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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
8/6/2026 Bank of New York Mellon Corp92,468$2.13M0.0%N/A0.683%
5/18/2026Empowered 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%
5/7/2026Dimensional Fund Advisors LP396,172$7.51M0.0%-0.4%2.950%
5/7/2026Koss 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%
4/20/2026Ritholtz Wealth Management11,119$211K0.0%-12.6%0.083%
2/19/2026Invesco Ltd.12,328$203K0.0%+17.5%0.092%
2/18/2026Empowered Funds LLC61,834$1.02M0.0%+5.9%0.460%
2/18/2026Bridgeway Capital Management LLC99,034$1.63M0.0%-16.4%0.737%
2/17/2026RBF Capital LLC25,747$424K0.0%-6.4%0.192%
2/16/2026Mariner LLC11,981$197K0.0%-9.5%0.089%
2/16/2026Barclays PLC19,930$328K0.0%+4.3%0.148%
2/13/2026 State Street Corp130,005$2.14M0.0%+1.2%0.967%
2/13/2026Wells Fargo & Company MN8,096$133K0.0%+46.7%0.060%
2/12/2026Jane Street Group LLC16,449$271K0.0%-54.6%0.122%
2/12/2026Renaissance Technologies LLC22,600$372K0.0%-8.5%0.168%
2/12/2026Dimensional Fund Advisors LP397,614$6.54M0.0%-0.7%2.958%
2/11/2026Empowered Funds LLC61,834$1.02M0.0%+5.9%0.460%
2/11/2026 Deutsche Bank AG5,945$98K0.0%+14.1%0.044%
2/11/2026O Shaughnessy Asset Management LLC33,360$549K0.0%-25.9%0.248%
2/11/2026Los Angeles Capital Management LLC5,651$93K0.0%N/A0.042%
2/10/2026Koss 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%
2/4/2026Pacific 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%
1/23/2026Ritholtz Wealth Management12,728$209K0.0%-25.2%0.095%
1/1/2026JPMorgan Chase & Co.2,942$42K0.0%-17.2%0.022%
11/18/2025Advisory Services Network LLC6,663$96K0.0%N/A0.050%
11/17/2025Citadel Advisors LLC42,183$606K0.0%N/A0.314%
11/17/2025Ameriprise Financial Inc.467,479$6.72M0.0%+4.6%3.478%
11/14/2025Lazard Asset Management LLC17,616$253K0.0%-55.4%0.131%
11/14/2025Two Sigma Investments LP11,437$164K0.0%N/A0.085%
11/14/2025Bridgeway Capital Management LLC118,464$1.70M0.0%+5.9%0.879%
11/12/2025Dimensional 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%
11/12/2025Pacific 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%
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11/7/2025Vanguard Group Inc.407,696$5.86M0.0%-0.8%3.024%
10/28/2025Ritholtz 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%
9/4/2025Osaic Holdings Inc.5,766$103K0.0%+15.1%0.043%
8/15/2025Tower Research Capital LLC TRC 2,775$50K0.0%+305.7%0.021%
8/15/2025Lazard Asset Management LLC39,507$706K0.0%+4.4%0.293%
8/15/2025BNP Paribas Financial Markets1,488$27K0.0%-55.2%0.011%
8/15/2025Bank of America Corp DE7,076$127K0.0%-16.2%0.052%
8/15/2025Ameriprise Financial Inc.446,893$8.00M0.0%+0.2%3.315%
8/14/2025Jane Street Group LLC18,229$326K0.0%+44.5%0.135%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.3,932$70K0.0%-19.6%0.029%
8/14/2025Qube Research & Technologies Ltd13,690$245K0.0%-46.3%0.102%
8/13/2025First Trust Advisors LP18,898$338K0.0%+4.0%0.140%
8/13/2025Arrowstreet Capital Limited Partnership42,622$763K0.0%-4.2%0.316%
8/13/2025 M&T Bank Corp21,500$385K0.0%N/A0.160%
8/13/2025Third Avenue Management LLC131,461$2.35M0.5%-47.4%0.976%
8/12/2025American 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%
8/8/2025Geode 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%
8/1/2025Koss Olinger Consulting LLC35,705$639K0.1%-6.1%0.261%
7/28/2025Ritholtz 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%
6/27/2025Goldman 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%
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2/17/2025Bridgeway Capital Management LLC107,140$1.80M0.0%+1.2%0.782%
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%


HBB Institutional Ownership - Frequently Asked Questions

During the previous two years, 64 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 47 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: Bank of New York Mellon Corp ($114.60K), North Star Investment Management Corp. ($66.35K), American Century Companies Inc. ($56.37K), Citadel Advisors LLC ($42.18K), PNC Financial Services Group Inc. ($38.55K), Koss Olinger Consulting LLC ($38.02K), and GSA Capital Partners LLP ($36.57K).

Institutional investors have bought a total of 363,911 shares in the last 24 months. This purchase volume represents approximately $6.47M in transactions.

Of the 20 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 Qube Research & Technologies Ltd ($11.78K).

Institutional investors have sold a total of 344,603 shares in the last 24 months. This volume of shares sold represents approximately $5.59M in transactions.



Institutional ownership data for NYSE:HBB is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/6/2026. New 13F filings are added each quarter as they're published.
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