Hamilton Beach Brands Holding Co - HBB
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Reduced | 520,309 | 8,559 | 0.0% | 0.0% | 1 | -9,113 | -1.72% | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 473,900 | 7,795 | 0.0% | 0.0% | 2 | +6,421 | 1.37% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 397,614 | 6,540 | 0.0% | 0.0% | 3 | -2,844 | -0.71% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 394,468 | 6,488 | 0.0% | 0.0% | 4 | -13,228 | -3.24% | Q4 2025 | Jan 29, 2026 |
| Pacific Ridge Capital Partners, LLC | History | Added to | 340,471 | 5,600 | 1.23% | 1.03% | 5 | +13,098 | 4.0% | Q4 2025 | Feb 04, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 196,563 | 3,233 | 0.0% | 0.0% | 6 | -10,989 | -5.29% | Q4 2025 | Feb 13, 2026 |
| North Star Investment Management Corp. | History | Reduced | 163,651 | 2,692 | 0.17% | 0.15% | 7 | -2,000 | -1.21% | Q4 2025 | Jan 30, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 152,615 | 2,511 | 0.0% | 0.0% | 8 | +469 | 0.31% | Q4 2025 | Feb 09, 2026 |
| Curbstone Financial Management Corp | History | No change | 136,898 | 2,251 | 0.43% | 0.38% | 9 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| STATE STREET CORP | History | Added to | 130,005 | 2,138 | 0.0% | 0.0% | 10 | +1,557 | 1.21% | Q4 2025 | Feb 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 99,034 | 1,629 | 0.03% | 0.04% | 11 | -19,430 | -16.4% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 89,700 | 1,475 | 0.0% | 0.0% | 12 | -16,819 | -15.79% | Q4 2025 | Feb 10, 2026 |
| Empowered Funds, LLC | History | Added to | 61,834 | 1,017 | 0.02% | 0.01% | 13 | +3,470 | 5.95% | Q4 2025 | Feb 18, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 61,602 | 1,013 | 0.0% | 0.0% | 14 | +2,500 | 4.23% | Q4 2025 | Feb 06, 2026 |
| Mork Capital Management, LLC | History | No change | 60,000 | 987 | 0.6% | 0.59% | 15 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 54,457 | 896 | 0.0% | 0.0% | 16 | +99 | 0.18% | Q4 2025 | Jan 26, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 51,501 | 847 | 0.0% | 0.0% | 17 | -10,311 | -16.68% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 42,848 | 704 | 0.0% | 0.0% | 18 | +1,496 | 3.62% | Q4 2025 | Feb 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 42,622 | 701 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 38,616 | 635 | 0.05% | 0.04% | 20 | +2,046 | 5.59% | Q4 2025 | Feb 06, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 38,411 | 631 | 0.0% | 0.0% | 21 | -1,445 | -3.63% | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 33,360 | 548 | 0.0% | 0.0% | 22 | -11,652 | -25.89% | Q4 2025 | Feb 11, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 31,897 | 525 | 0.04% | 0.05% | 23 | -3,808 | -10.67% | Q4 2025 | Feb 10, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 29,313 | 483 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| RBF Capital, LLC | History | Reduced | 25,747 | 423 | 0.02% | 0.02% | 25 | -1,766 | -6.42% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 22,600 | 371 | 0.0% | 0.0% | 26 | -2,100 | -8.5% | Q4 2025 | Feb 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 21,704 | 357 | 0.0% | 0.0% | 27 | +1 | 0.0% | Q4 2025 | Feb 13, 2026 |
| M&T BANK CORP | History | No change | 21,500 | 353 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| BARCLAYS PLC | History | Added to | 19,930 | 327 | 0.0% | 0.0% | 29 | +830 | 4.35% | Q4 2025 | Feb 13, 2026 |
| BAILARD, INC. | History | New | 17,257 | 283 | 0.01% | — | 30 | +17,257 | New | Q4 2025 | Feb 04, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 16,449 | 270 | 0.0% | 0.0% | 31 | -19,768 | -54.58% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 12,722 | 209 | 0.0% | 0.0% | 32 | -29,461 | -69.84% | Q4 2025 | Feb 17, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 12,728 | 209 | 0.0% | 0.0% | 33 | -4,291 | -25.21% | Q4 2025 | Jan 23, 2026 |
| Invesco Ltd. | History | Added to | 12,328 | 202 | 0.0% | 0.0% | 34 | +1,836 | 17.5% | Q4 2025 | Feb 19, 2026 |
| Mariner, LLC | History | Reduced | 11,981 | 197 | 0.0% | 0.0% | 35 | -1,263 | -9.54% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 11,862 | 195 | 0.0% | 0.0% | 36 | +8,920 | 303.2% | Q4 2025 | Feb 11, 2026 |
| Baird Financial Group, Inc. | History | No change | 11,296 | 185 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 11,139 | 183 | 0.0% | 0.0% | 38 | +318 | 2.94% | Q4 2025 | Mar 25, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 8,096 | 133 | 0.0% | 0.0% | 39 | +2,579 | 46.75% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 7,236 | 119 | 0.0% | 0.0% | 40 | +811 | 12.62% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 5,962 | 97 | 0.0% | 0.0% | 42 | -1,680 | -21.98% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 5,945 | 97 | 0.0% | 0.0% | 41 | +733 | 14.06% | Q4 2025 | Feb 11, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 5,881 | 96 | 0.0% | 0.0% | 43 | -4,706 | -44.45% | Q4 2025 | Feb 10, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 5,651 | 79 | 0.0% | — | 44 | +5,651 | New | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 3,449 | 56 | 0.0% | 0.0% | 45 | -1,297 | -27.33% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 3,389 | 55 | 0.0% | 0.0% | 46 | -37 | -1.08% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 2,470 | 40 | 0.0% | 0.0% | 47 | -1,636 | -39.84% | Q4 2025 | Jan 29, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 2,242 | 36 | 0.0% | 0.0% | 48 | +213 | 10.5% | Q4 2025 | Feb 10, 2026 |
| Ancora Advisors LLC | History | New | 1,928 | 31 | 0.0% | — | 50 | +1,928 | New | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 1,900 | 31 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Added to | 1,772 | 29 | 0.0% | 0.0% | 51 | +1,272 | 254.4% | Q4 2025 | Feb 17, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 1,454 | 23 | 0.02% | 0.01% | 52 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 981 | 16 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 929 | 15 | 0.0% | 0.0% | 55 | +333 | 55.87% | Q4 2025 | Feb 17, 2026 |
| Clearstead Advisors, LLC | History | No change | 922 | 15 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ROYAL BANK OF CANADA | History | New | 841 | 14 | 0.0% | — | 56 | +841 | New | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 835 | 13 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 674 | 11 | 0.0% | 0.0% | 58 | -481 | -41.65% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | No change | 618 | 10 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 434 | 7 | 0.0% | 0.0% | 60 | -184 | -29.77% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 406 | 6 | 0.0% | 0.0% | 61 | -90 | -18.15% | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Reduced | 221 | 4 | 0.0% | 0.0% | 62 | -74 | -25.08% | Q4 2025 | Feb 05, 2026 |
| Investors Research Corp | History | No change | 300 | 4 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| CITIGROUP INC | History | Added to | 159 | 2 | 0.0% | 0.0% | 64 | +68 | 74.73% | Q4 2025 | Feb 13, 2026 |
| Optiver Holding B.V. | History | No change | 126 | 2 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 100 | 1 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,616 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Crestwood Advisors Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,438 | -100.0% | Q3 2025 | Nov 07, 2025 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,437 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,663 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | — | — | -69 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GAMMA Investing LLC | History | New | 56 | 0 | — | — | — | +56 | New | Q4 2025 | Jan 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 9 | 0 | — | — | — | -34 | -79.07% | Q4 2025 | Feb 06, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q3 2025 | Oct 21, 2025 |
| MAI Capital Management | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 10, 2026 |
| IFP Advisors, Inc | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q4 2025 | Feb 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SBI Securities Co., Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |