Hamilton Beach Brand-AHBB
13F holders, Q1 2025 (March 31)82holders
8new positions
8sold out
2famous investors
$19.41avg. 13F price*
At the end of Q1 2025, 82 institutions reported holding Hamilton Beach Brand-A (HBB) in their 13F filings, unchanged from Q4 2024. 8 opened new positions and 8 sold out. The largest holders were BlackRock, Inc. ($11.3M), Ameriprise Financial Inc. ($8.7M) and Vanguard Group Inc. ($8.1M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Hamilton Beach Brand-A
- CUSIP
- 40701T104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $2.4M |
| Exits | 8 | $1.7M |
All 13F filers, Q4 2024 → Q1 2025: 224,644 shares bought and 362,130 shares sold, net −137,486 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 82 holders
| BlackRock, Inc. | 0.00% | Reduce -1.7% | 579,234 | $11.3M |
| Ameriprise Financial Inc. | 0.00% | Add +3.2% | 445,961 | $8.7M |
| Vanguard Group Inc. | 0.00% | Reduce -3.3% | 414,401 | $8.1M |
| Dimensional Fund Advisors LP | 0.00% | Add +1.3% | 399,960 | $7.8M |
| Pacific Ridge Capital Partners, LLC | 1.74% | Add +0.8% | 339,663 | $6.6M |
| North Star Investment Management Corp. | 0.36% | Add +17.9% | 252,600 | $4.9M |
| Third Avenue Management LLC | 0.97% | Reduce -16.0% | 249,969 | $4.9M |
| American Century Companies Inc. | 0.00% | Add +3.7% | 204,002 | $4.0M |
| Geode Capital Management, LLC | 0.00% | Add +1.2% | 163,628 | $3.2M |
| Curbstone Financial Management Corp | 0.56% | No change | 136,898 | $2.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.3% | 115,963 | $2.3M |
| Bridgeway Capital Management, LLC | 0.05% | Add +4.3% | 111,728 | $2.2M |
| State Street Corp. | 0.00% | Add +1.6% | 101,451 | $2.0M |
| Northern Trust Corp. | 0.00% | Add +2.6% | 68,473 | $1.3M |
| PNC Financial Services Group, Inc. | 0.00% | Add +24.1% | 60,704 | $1.2M |
| Mork Capital Management, LLC | 0.91% | No change | 60,000 | $1.2M |
| Cwm, LLC | 0.00% | Reduce -1.2% | 54,333 | $1.1M |
| Marshall Wace, LLP | 0.00% | New | 49,190 | $956K |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -33.7% | 48,485 | $942K |
| Empowered Funds, LLC | 0.01% | Add +8.2% | 47,328 | $920K |
| Arrowstreet Capital, Limited Partnership | 0.00% | No change | 44,487 | $864K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.4% | 42,443 | $825K |
| Koss-Olinger Consulting, LLC | 0.06% | New | 38,015 | $739K |
| Lazard Asset Management LLC | 0.00% | Add +7.0% | 37,854 | $735K |
| Morgan Stanley | 0.00% | Reduce -33.7% | 29,060 | $565K |
| RBF Capital, LLC | 0.03% | No change | 27,513 | $535K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -2.5% | 25,471 | $495K |
| Renaissance Technologies | 0.00% | Reduce -48.0% | 24,400 | $474K |
| Charles Schwab Investment Management Inc. | 0.00% | Add +0.1% | 23,927 | $465K |
| Citadel Advisors | 0.00% | Reduce -15.4% | 21,964 | $427K |
| Royal Bank of Canada | 0.00% | Reduce -8.7% | 21,303 | $414K |
| STRS Ohio | 0.00% | No change | 19,000 | $369K |
| First Trust Advisors LP | 0.00% | Reduce -1.7% | 18,169 | $353K |
| Ritholtz Wealth Management | 0.01% | Reduce -48.8% | 17,870 | $347K |
| Barclays PLC | 0.00% | Reduce -1.1% | 17,694 | $344K |
| Martingale Asset Management L P | 0.01% | No change | 17,688 | $344K |
| Acadian Asset Management LLC | 0.00% | Reduce -81.0% | 15,620 | $303K |
| Crestwood Advisors Group, LLC | 0.01% | Add +0.3% | 15,442 | $300K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -51.8% | 14,262 | $277K |
| Advisory Services Network, LLC | 0.00% | New | 13,000 | $253K |
| Jane Street Group, LLC | 0.00% | New | 12,611 | $245K |
| Nuveen, LLC | 0.00% | — | 12,600 | $245K |
| Susquehanna International Group, LLP | 0.00% | Add +17.8% | 11,781 | $229K |
| Bailard, Inc. | 0.01% | New | 11,464 | $223K |
| Baird Financial Group, Inc. | 0.00% | No change | 11,296 | $219K |
| Navellier & Associates Inc. | 0.03% | Reduce -45.0% | 14,419 | $210K |
| Rhumbline Advisers | 0.00% | Reduce -13.5% | 9,145 | $178K |
| Bank of America Corp. | 0.00% | Reduce -19.2% | 8,446 | $164K |
| Citigroup Inc. | 0.00% | Reduce -10.1% | 5,672 | $110K |
| Deutsche Bank AG | 0.00% | No change | 5,212 | $101K |
| Osaic Holdings, Inc. | 0.00% | Add +40.4% | 5,009 | $97K |
| MetLife Investment Management, LLC | 0.00% | Reduce -2.4% | 4,953 | $96K |
| Wells Fargo & Company | 0.00% | Add +2.3% | 4,913 | $95K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +5.0% | 4,890 | $95K |
| UBS Group AG | 0.00% | Reduce -3.6% | 4,646 | $90K |
| JPMorgan Chase & Co. | 0.00% | Add +7.2% | 4,026 | $78K |
| Corebridge Financial, Inc. | 0.00% | Reduce -1.4% | 4,011 | $78K |
| BNP Paribas Financial Markets | 0.00% | Add +59.0% | 3,322 | $65K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 2,272 | $44K |
| New York State Common Retirement Fund | 0.00% | No change | 1,900 | $37K |
| 1620 Investment Advisors, Inc. | 0.02% | No change | 1,474 | $29K |
| Clearstead Advisors, LLC | 0.00% | No change | 922 | $18K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 835 | $16K |
| Legal & General Group Plc | 0.00% | No change | 733 | $14K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -54.0% | 684 | $13K |
| California State Teachers Retirement System | 0.00% | No change | 618 | $12K |
| Colonial Trust Advisors | 0.00% | No change | 375 | $7K |
| Amalgamated Bank | 0.00% | No change | 295 | $6K |
| Investors Research Corp | 0.00% | No change | 300 | $6K |
| Comerica Bank | 0.00% | No change | 164 | $3K |
| FMR LLC | 0.00% | Add +41.0% | 148 | $3K |
| Sterling Capital Management LLC | 0.00% | Reduce -50.2% | 141 | $3K |
| Bokf, NA | 0.00% | No change | 100 | $2K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 100 | $2K |
| GAMMA Investing LLC | 0.00% | New | 72 | $1K |
| Nisa Investment Advisors, LLC | 0.00% | New | 67 | $1K |
| First Horizon Advisors, Inc. | 0.00% | No change | 33 | $641 |
| Coldstream Capital Management Inc. | 0.00% | New | 31 | $603 |
| True Wealth Design, LLC | 0.00% | Add +16.0% | 29 | $564 |
| EverSource Wealth Advisors, LLC | 0.00% | Add +275.0% | 15 | $291 |
| Huntington National Bank | 0.00% | No change | 1 | $19 |
| SBI Securities Co., Ltd. | 0.00% | No change | 1 | $19 |
"% of holder's portfolio" is HBB's weight in each manager's 13F, not the share of Hamilton Beach Brand-A the manager owns.