Hamilton Beach Brand-AHBB
13F holders, Q2 2026 (June 30)80holders +3
11new positions
7sold out
2famous investors
$23.03avg. 13F price*
At the end of Q2 2026, 80 institutions reported holding Hamilton Beach Brand-A (HBB) in their 13F filings, up 3 from Q1 2026. 11 opened new positions and 7 sold out. The largest holders were Ameriprise Financial Inc. ($12.4M), BlackRock, Inc. ($12.3M) and Dimensional Fund Advisors LP ($9.2M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Hamilton Beach Brand-A
- CUSIP
- 40701T104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $1.4M |
| Exits | 7 | $982K |
All 13F filers, Q1 2026 → Q2 2026: 193,142 shares bought and 301,650 shares sold, net −108,508 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 80 holders
| Ameriprise Financial Inc. | 0.00% | Add +11.8% | 536,337 | $12.4M |
| BlackRock, Inc. | 0.00% | Add +3.8% | 532,666 | $12.3M |
| Dimensional Fund Advisors LP | 0.00% | Add +0.6% | 398,697 | $9.2M |
| Pacific Ridge Capital Partners, LLC | 1.43% | Reduce -0.8% | 341,468 | $7.9M |
| Vanguard Capital Management LLC | 0.00% | Reduce -15.6% | 253,077 | $5.8M |
| North Star Investment Management Corp. | 0.24% | No change | 190,600 | $4.4M |
| American Century Companies Inc. | 0.00% | Reduce -5.0% | 180,073 | $4.1M |
| Geode Capital Management, LLC | 0.00% | Add +9.3% | 169,202 | $3.9M |
| State Street Corp. | 0.00% | Add +0.1% | 130,525 | $3.0M |
| Bridgeway Capital Management, LLC | 0.04% | Add +1.2% | 106,137 | $2.4M |
| Bank of New York Mellon Corp | 0.00% | Add +2.5% | 92,468 | $2.1M |
| Empowered Funds, LLC | 0.01% | Add +1.8% | 68,937 | $1.6M |
| PNC Financial Services Group, Inc. | 0.00% | No change | 66,500 | $1.5M |
| Northern Trust Corp. | 0.00% | Add +7.8% | 63,133 | $1.5M |
| Vanguard Portfolio Management LLC | 0.00% | Add +19.1% | 48,421 | $1.1M |
| Morgan Stanley | 0.00% | Reduce -3.3% | 44,404 | $1.0M |
| Russell Investments Group, Ltd. | 0.00% | Add +8.9% | 43,668 | $1.0M |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +10.2% | 41,417 | $954K |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -15.1% | 36,208 | $834K |
| Victory Capital Management Inc. | 0.00% | Reduce -16.2% | 32,170 | $741K |
| Gsa Capital Partners LLP | 0.04% | Reduce -24.0% | 26,478 | $610K |
| LSV Asset Management | 0.00% | No change | 25,917 | $597K |
| RBF Capital, LLC | 0.02% | No change | 25,647 | $591K |
| Curbstone Financial Management Corp | 0.09% | Reduce -82.7% | 23,632 | $544K |
| Renaissance Technologies | 0.00% | Reduce -0.4% | 22,600 | $520K |
| Charles Schwab Investment Management Inc. | 0.00% | Add +12.3% | 21,547 | $496K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -7.9% | 20,897 | $481K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -30.5% | 20,239 | $466K |
| Squarepoint Ops LLC | 0.00% | New | 18,724 | $431K |
| Bailard, Inc. | 0.01% | Reduce -4.5% | 16,478 | $379K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -53.3% | 14,603 | $336K |
| AQR Capital Management | 0.00% | New | 12,576 | $290K |
| Mariner, LLC | 0.00% | Add +2.5% | 11,743 | $270K |
| Baird Financial Group, Inc. | 0.00% | No change | 11,296 | $260K |
| Two Sigma Investments, LP | 0.00% | New | 10,496 | $242K |
| Nuveen, LLC | 0.00% | New | 10,202 | $235K |
| Barclays PLC | 0.00% | Reduce -3.4% | 10,040 | $231K |
| LPL Financial LLC | 0.00% | New | 9,643 | $222K |
| Invesco Ltd. | 0.00% | Reduce -20.6% | 9,407 | $217K |
| Koss-Olinger Consulting, LLC | 0.02% | Reduce -69.5% | 9,359 | $216K |
| Deutsche Bank AG | 0.00% | Add +3.4% | 6,148 | $142K |
| Wells Fargo & Company | 0.00% | Add +124.2% | 6,099 | $140K |
| Rhumbline Advisers | 0.00% | Reduce -3.0% | 5,900 | $136K |
| Acadian Asset Management LLC | 0.00% | No change | 5,881 | $135K |
| JPMorgan Chase & Co. | 0.00% | Add +28.8% | 3,958 | $86K |
| FMR LLC | 0.00% | Add +10.0% | 3,420 | $79K |
| Citigroup Inc. | 0.00% | Add +928.8% | 3,364 | $77K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -3.0% | 3,354 | $77K |
| Osaic Holdings, Inc. | 0.00% | No change | 3,329 | $77K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +226.3% | 3,201 | $74K |
| Vanguard Global Advisers, LLC | 0.00% | No change | 2,254 | $52K |
| New York State Common Retirement Fund | 0.00% | No change | 1,900 | $44K |
| UBS Group AG | 0.00% | Reduce -18.2% | 1,733 | $40K |
| Royal Bank of Canada | 0.00% | Add +103.5% | 1,685 | $38K |
| 1620 Investment Advisors, Inc. | 0.02% | Reduce -12.7% | 1,269 | $29K |
| BNP Paribas Financial Markets | 0.00% | Reduce -46.7% | 1,147 | $26K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -25.8% | 1,105 | $25K |
| Clearstead Advisors, LLC | 0.00% | No change | 922 | $21K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 835 | $19K |
| Legal & General Group Plc | 0.00% | No change | 618 | $14K |
| Investors Research Corp | 0.00% | No change | 300 | $7K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 250 | $5K |
| Arax Advisory Partners | 0.00% | New | 209 | $5K |
| Sterling Capital Management LLC | 0.00% | Reduce -43.4% | 132 | $3K |
| GAMMA Investing LLC | 0.00% | Add +19.1% | 106 | $2K |
| California State Teachers Retirement System | 0.00% | Reduce -74.0% | 99 | $2K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 82 | $2K |
| Allworth Financial LP | 0.00% | Add +100.0% | 26 | $599 |
| Essential Partners LLC | 0.00% | Add +43.8% | 23 | $530 |
| EverSource Wealth Advisors, LLC | 0.00% | Add +57.1% | 22 | $507 |
| IFP Advisors, Inc | 0.00% | Add +1400.0% | 15 | $345 |
| True Wealth Design, LLC | 0.00% | New | 6 | $139 |
| Rothschild Investment LLC | 0.00% | Add +50.0% | 6 | $138 |
| Optiver Holding B.V. | 0.00% | Reduce -91.4% | 6 | $138 |
| Farther Finance Advisors, LLC | 0.00% | New | 5 | $114 |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 4 | $92 |
| Huntington National Bank | 0.00% | No change | 1 | $23 |
| SBI Securities Co., Ltd. | 0.00% | No change | 1 | $23 |
| Fortitude Family Office, LLC | 0.00% | New | 1 | $23 |
| Wealth Enhancement Trust Services, Inc. | 0.00% | New | 1 | $23 |
"% of holder's portfolio" is HBB's weight in each manager's 13F, not the share of Hamilton Beach Brand-A the manager owns.