Hamilton Beach Brand-AHBB
13F holders, Q1 2026 (March 31)77holders +2
5new positions
6sold out
1famous investor
$18.95avg. 13F price*
At the end of Q1 2026, 77 institutions reported holding Hamilton Beach Brand-A (HBB) in their 13F filings, up 2 from Q4 2025. 5 opened new positions and 6 sold out. The largest holders were BlackRock, Inc. ($9.7M), Ameriprise Financial Inc. ($9.1M) and Dimensional Fund Advisors LP ($7.5M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Hamilton Beach Brand-A
- CUSIP
- 40701T104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $566K |
| Exits | 6 | $1.8M |
All 13F filers, Q4 2025 → Q1 2026: 174,863 shares bought and 165,388 shares sold, net +9,475 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 77 holders
| BlackRock, Inc. | 0.00% | Reduce -1.4% | 513,056 | $9.7M |
| Ameriprise Financial Inc. | 0.00% | Add +1.2% | 479,767 | $9.1M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -0.4% | 396,172 | $7.5M |
| Pacific Ridge Capital Partners, LLC | 1.41% | Add +1.1% | 344,109 | $6.5M |
| Vanguard Capital Management LLC | 0.00% | — | 299,994 | $5.7M |
| North Star Investment Management Corp. | 0.22% | Add +16.5% | 190,600 | $3.6M |
| American Century Companies Inc. | 0.00% | Reduce -3.6% | 189,531 | $3.6M |
| Geode Capital Management, LLC | 0.00% | Add +1.5% | 154,864 | $2.9M |
| Curbstone Financial Management Corp | 0.50% | No change | 136,898 | $2.6M |
| State Street Corp. | 0.00% | Add +0.3% | 130,425 | $2.5M |
| Bridgeway Capital Management, LLC | 0.04% | Add +5.9% | 104,892 | $2.0M |
| Bank of New York Mellon Corp | 0.00% | Add +0.6% | 90,245 | $1.7M |
| Empowered Funds, LLC | 0.01% | Add +9.5% | 67,692 | $1.3M |
| PNC Financial Services Group, Inc. | 0.00% | Add +8.0% | 66,500 | $1.3M |
| Northern Trust Corp. | 0.00% | Add +13.7% | 58,550 | $1.1M |
| Cwm, LLC | 0.00% | Add +0.4% | 54,659 | $1.0M |
| Morgan Stanley | 0.00% | Add +7.2% | 45,935 | $870K |
| Arrowstreet Capital, Limited Partnership | 0.00% | No change | 42,622 | $808K |
| Vanguard Portfolio Management LLC | 0.00% | — | 40,673 | $771K |
| Russell Investments Group, Ltd. | 0.00% | Add +4216.4% | 40,099 | $760K |
| Victory Capital Management Inc. | 0.00% | Reduce -0.1% | 38,390 | $727K |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 37,578 | $712K |
| Gsa Capital Partners LLP | 0.04% | Reduce -9.7% | 34,857 | $661K |
| Goldman Sachs Group Inc. | 0.00% | Add +180.4% | 31,236 | $592K |
| Koss-Olinger Consulting, LLC | 0.05% | Reduce -3.8% | 30,687 | $582K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -12.7% | 29,115 | $552K |
| LSV Asset Management | 0.00% | Reduce -7.8% | 25,917 | $491K |
| RBF Capital, LLC | 0.02% | Reduce -0.4% | 25,647 | $486K |
| Renaissance Technologies | 0.00% | Add +0.4% | 22,700 | $430K |
| Envestnet Asset Management Inc. | 0.00% | New | 22,684 | $430K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -11.6% | 19,179 | $363K |
| Ancora Advisors LLC | 0.01% | Add +844.1% | 18,203 | $345K |
| Bailard, Inc. | 0.01% | No change | 17,257 | $327K |
| Jane Street Group, LLC | 0.00% | Reduce -6.7% | 15,343 | $291K |
| Invesco Ltd. | 0.00% | Reduce -3.9% | 11,848 | $225K |
| Mariner, LLC | 0.00% | Reduce -4.3% | 11,461 | $217K |
| Baird Financial Group, Inc. | 0.00% | No change | 11,296 | $214K |
| Ritholtz Wealth Management | 0.00% | Reduce -12.6% | 11,119 | $211K |
| Barclays PLC | 0.00% | Reduce -47.8% | 10,396 | $197K |
| Rhumbline Advisers | 0.00% | Add +2.5% | 6,081 | $115K |
| Deutsche Bank AG | 0.00% | No change | 5,945 | $113K |
| Acadian Asset Management LLC | 0.00% | No change | 5,881 | $111K |
| Advisory Services Network, LLC | 0.00% | New | 4,667 | $88K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +2.0% | 3,457 | $66K |
| Osaic Holdings, Inc. | 0.00% | Reduce -3.5% | 3,329 | $63K |
| FMR LLC | 0.00% | Add +75.5% | 3,109 | $59K |
| JPMorgan Chase & Co. | 0.00% | Reduce -74.1% | 3,073 | $56K |
| Wells Fargo & Company | 0.00% | Reduce -66.4% | 2,721 | $52K |
| Rockefeller Capital Management L.P. | 0.00% | New | 2,487 | $47K |
| Vanguard Global Advisers, LLC | 0.00% | — | 2,254 | $43K |
| BNP Paribas Financial Markets | 0.00% | Reduce -4.1% | 2,151 | $41K |
| UBS Group AG | 0.00% | Reduce -14.3% | 2,118 | $40K |
| New York State Common Retirement Fund | 0.00% | No change | 1,900 | $36K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +121.1% | 1,490 | $28K |
| 1620 Investment Advisors, Inc. | 0.02% | No change | 1,454 | $28K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 981 | $19K |
| Clearstead Advisors, LLC | 0.00% | No change | 922 | $17K |
| Royal Bank of Canada | 0.00% | Reduce -1.6% | 828 | $16K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 835 | $16K |
| Legal & General Group Plc | 0.00% | No change | 618 | $12K |
| California State Teachers Retirement System | 0.00% | Reduce -12.2% | 381 | $7K |
| Citigroup Inc. | 0.00% | Add +105.7% | 327 | $6K |
| Investors Research Corp | 0.00% | No change | 300 | $6K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +150.0% | 250 | $5K |
| Sterling Capital Management LLC | 0.00% | Reduce -42.6% | 233 | $4K |
| GAMMA Investing LLC | 0.00% | Add +58.9% | 89 | $2K |
| Optiver Holding B.V. | 0.00% | Reduce -44.4% | 70 | $1K |
| Essential Partners LLC | 0.00% | Add +128.6% | 16 | $303 |
| EverSource Wealth Advisors, LLC | 0.00% | Add +55.6% | 14 | $265 |
| Allworth Financial LP | 0.00% | Add +333.3% | 13 | $247 |
| MAI Capital Management | 0.00% | Add +200.0% | 9 | $171 |
| Root Financial Partners, LLC | 0.00% | New | 6 | $114 |
| Rothschild Investment LLC | 0.00% | Add +100.0% | 4 | $76 |
| Transamerica Financial Advisors, LLC | 0.00% | New | 4 | $75 |
| Huntington National Bank | 0.00% | No change | 1 | $19 |
| IFP Advisors, Inc | 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.