Hamilton Beach Brand-AHBB
13F holders, Q4 2025 (December 31)75holders +1
7new positions
6sold out
2famous investors
$16.45avg. 13F price*
At the end of Q4 2025, 75 institutions reported holding Hamilton Beach Brand-A (HBB) in their 13F filings, up 1 from Q3 2025. 7 opened new positions and 6 sold out. The largest holders were BlackRock, Inc. ($8.6M), Ameriprise Financial Inc. ($7.8M) and Dimensional Fund Advisors LP ($6.5M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $396K |
| Exits | 6 | $736K |
All 13F filers, Q3 2025 → Q4 2025: 73,975 shares bought and 227,920 shares sold, net −153,945 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 75 holders
| BlackRock, Inc. | 0.00% | Reduce -1.7% | 520,309 | $8.6M |
| Ameriprise Financial Inc. | 0.00% | Add +1.4% | 473,900 | $7.8M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -0.7% | 397,614 | $6.5M |
| Vanguard Group Inc. | 0.00% | Reduce -3.2% | 394,468 | $6.5M |
| Pacific Ridge Capital Partners, LLC | 1.23% | Add +4.0% | 340,471 | $5.6M |
| American Century Companies Inc. | 0.00% | Reduce -5.3% | 196,563 | $3.2M |
| North Star Investment Management Corp. | 0.17% | Reduce -1.2% | 163,651 | $2.7M |
| Geode Capital Management, LLC | 0.00% | Add +0.3% | 152,615 | $2.5M |
| Curbstone Financial Management Corp | 0.43% | No change | 136,898 | $2.3M |
| State Street Corp. | 0.00% | Add +1.2% | 130,005 | $2.1M |
| Bridgeway Capital Management, LLC | 0.03% | Reduce -16.4% | 99,034 | $1.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -15.8% | 89,700 | $1.5M |
| Empowered Funds, LLC | 0.02% | Add +6.0% | 61,834 | $1.0M |
| PNC Financial Services Group, Inc. | 0.00% | Add +4.2% | 61,602 | $1.0M |
| Mork Capital Management, LLC | 0.60% | No change | 60,000 | $987K |
| Cwm, LLC | 0.00% | Add +0.2% | 54,457 | $896K |
| Northern Trust Corp. | 0.00% | Reduce -16.7% | 51,501 | $847K |
| Morgan Stanley | 0.00% | Add +3.6% | 42,848 | $705K |
| Arrowstreet Capital, Limited Partnership | 0.00% | No change | 42,622 | $701K |
| Gsa Capital Partners LLP | 0.05% | Add +5.6% | 38,616 | $635K |
| Victory Capital Management Inc. | 0.00% | Reduce -3.6% | 38,411 | $632K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -25.9% | 33,360 | $549K |
| Koss-Olinger Consulting, LLC | 0.04% | Reduce -10.7% | 31,897 | $525K |
| LSV Asset Management | 0.00% | No change | 28,117 | $463K |
| RBF Capital, LLC | 0.02% | Reduce -6.4% | 25,747 | $424K |
| Renaissance Technologies | 0.00% | Reduce -8.5% | 22,600 | $372K |
| Charles Schwab Investment Management Inc. | 0.00% | Add +0.0% | 21,704 | $357K |
| M&T Bank Corp | 0.00% | No change | 21,500 | $354K |
| Barclays PLC | 0.00% | Add +4.3% | 19,930 | $328K |
| Bailard, Inc. | 0.01% | New | 17,257 | $284K |
| Jane Street Group, LLC | 0.00% | Reduce -54.6% | 16,449 | $271K |
| Ritholtz Wealth Management | 0.00% | Reduce -25.2% | 12,728 | $209K |
| Citadel Advisors | 0.00% | Reduce -69.8% | 12,722 | $209K |
| Invesco Ltd. | 0.00% | Add +17.5% | 12,328 | $203K |
| Mariner, LLC | 0.00% | Reduce -9.5% | 11,981 | $197K |
| JPMorgan Chase & Co. | 0.00% | Add +303.2% | 11,862 | $195K |
| Baird Financial Group, Inc. | 0.00% | No change | 11,296 | $186K |
| Goldman Sachs Group Inc. | 0.00% | Add +2.9% | 11,139 | $183K |
| Wells Fargo & Company | 0.00% | Add +46.8% | 8,096 | $133K |
| Bank of America Corp. | 0.00% | Add +12.6% | 7,236 | $119K |
| Deutsche Bank AG | 0.00% | Add +14.1% | 5,945 | $98K |
| Rhumbline Advisers | 0.00% | Reduce -22.1% | 5,932 | $98K |
| Acadian Asset Management LLC | 0.00% | Reduce -44.5% | 5,881 | $96K |
| Los Angeles Capital Management LLC | 0.00% | New | 5,651 | $79K |
| Osaic Holdings, Inc. | 0.00% | Reduce -27.3% | 3,449 | $57K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -1.1% | 3,389 | $56K |
| UBS Group AG | 0.00% | Reduce -39.8% | 2,470 | $41K |
| BNP Paribas Financial Markets | 0.00% | Add +10.5% | 2,242 | $37K |
| Ancora Advisors LLC | 0.00% | New | 1,928 | $32K |
| New York State Common Retirement Fund | 0.00% | No change | 1,900 | $31K |
| FMR LLC | 0.00% | Add +254.4% | 1,772 | $29K |
| 1620 Investment Advisors, Inc. | 0.02% | No change | 1,454 | $24K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 981 | $16K |
| Russell Investments Group, Ltd. | 0.00% | Add +55.9% | 929 | $15K |
| Clearstead Advisors, LLC | 0.00% | No change | 922 | $15K |
| Royal Bank of Canada | 0.00% | Reduce -88.0% | 841 | $14K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 835 | $14K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -41.6% | 674 | $11K |
| Legal & General Group Plc | 0.00% | No change | 618 | $10K |
| California State Teachers Retirement System | 0.00% | Reduce -29.8% | 434 | $7K |
| Sterling Capital Management LLC | 0.00% | Reduce -18.1% | 406 | $7K |
| Investors Research Corp | 0.00% | No change | 300 | $5K |
| Amalgamated Bank | 0.00% | Reduce -25.1% | 221 | $4K |
| Citigroup Inc. | 0.00% | Add +74.7% | 159 | $3K |
| Optiver Holding B.V. | 0.00% | No change | 126 | $2K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 100 | $2K |
| GAMMA Investing LLC | 0.00% | New | 56 | $921 |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -79.1% | 9 | $148 |
| Essential Partners LLC | 0.00% | Add +250.0% | 7 | $115 |
| MAI Capital Management | 0.00% | New | 3 | $50 |
| Allworth Financial LP | 0.00% | New | 3 | $50 |
| Rothschild Investment LLC | 0.00% | New | 2 | $33 |
| Huntington National Bank | 0.00% | No change | 1 | $16 |
| IFP Advisors, Inc | 0.00% | Reduce -50.0% | 1 | $16 |
| SBI Securities Co., Ltd. | 0.00% | No change | 1 | $16 |
"% of holder's portfolio" is HBB's weight in each manager's 13F, not the share of Hamilton Beach Brand-A the manager owns.