Hamilton Beach Brands Holding Co Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 513.06 K | $9.72 M | -1.39% | 3.82% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 479.77 K | $9.09 M | 1.24% | 3.57% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 396.17 K | $7.51 M | -0.36% | 2.95% |
| PACIFIC RIDGE CAPITAL PARTNERS, LLC | 05/11/2026 | 344.11 K | $6.52 M | 1.07% | 2.56% |
| 05/15/2026 | 299.99 K | $5.68 M | 100.00% | 2.23% | |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | 04/23/2026 | 190.60 K | $3.61 M | 16.47% | 1.42% |
| AMERICAN CENTURY COMPANIES INC | 05/15/2026 | 189.53 K | $3.59 M | -3.58% | 1.41% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 154.86 K | $2.94 M | 1.47% | 1.15% |
| CURBSTONE FINANCIAL MANAGEMENT CORP | 04/15/2026 | 136.90 K | $2.59 M | 0.00% | 1.02% |
| STATE STREET CORP | 05/15/2026 | 130.43 K | $2.47 M | 0.32% | 0.97% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2026 | 104.89 K | $1.99 M | 5.92% | 0.78% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 90.25 K | $1.71 M | 0.61% | 0.67% |
| EMPOWERED FUNDS, LLC | 06/16/2026 | 67.69 K | $1.28 M | 9.47% | 0.50% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/08/2026 | 66.50 K | $1.26 M | 7.95% | 0.50% |
| NORTHERN TRUST CORP | 05/14/2026 | 58.55 K | $1.11 M | 13.69% | 0.44% |
| CWM, LLC | 05/14/2026 | 54.66 K | $1.04 M | 0.37% | 0.41% |
| MORGAN STANLEY | 05/15/2026 | 45.94 K | $870.47 K | 7.20% | 0.34% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 05/14/2026 | 42.62 K | $807.69 K | 0.00% | 0.32% |
| 05/08/2026 | 40.67 K | $770.75 K | 100.00% | 0.30% | |
| RUSSELL INVESTMENTS GROUP, LTD. | 05/08/2026 | 40.10 K | $759.87 K | 4,216.36% | 0.30% |
| VICTORY CAPITAL MANAGEMENT INC | 05/15/2026 | 38.39 K | $727.49 K | -0.05% | 0.29% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 37.58 K | $712.10 K | 100.00% | 0.28% |
| GSA CAPITAL PARTNERS LLP | 05/08/2026 | 34.86 K | $661.00 K | -9.73% | 0.26% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 31.24 K | $591.92 K | 180.42% | 0.23% |
| KOSS-OLINGER CONSULTING, LLC | 05/07/2026 | 30.69 K | $581.51 K | -3.79% | 0.23% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 05/13/2026 | 29.12 K | $551.73 K | -12.72% | 0.22% |
| LSV ASSET MANAGEMENT | 05/11/2026 | 25.92 K | $491.00 K | -7.82% | 0.19% |
| RBF CAPITAL, LLC | 05/18/2026 | 25.65 K | $486.01 K | -0.39% | 0.19% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 22.70 K | $430.17 K | 0.44% | 0.17% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 22.68 K | $429.86 K | 100.00% | 0.17% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 19.18 K | $363.44 K | -11.63% | 0.14% |
| ANCORA ADVISORS, LLC | 05/15/2026 | 18.20 K | $344.95 K | 844.14% | 0.14% |
| BAILARD, INC. | 05/11/2026 | 17.26 K | $327.02 K | 0.00% | 0.13% |
| JANE STREET GROUP, LLC | 05/12/2026 | 15.34 K | $290.75 K | -6.72% | 0.11% |
| INVESCO LTD. | 05/12/2026 | 11.85 K | $224.52 K | -3.89% | 0.09% |
| MARINER, LLC | 05/13/2026 | 11.46 K | $217.18 K | -4.34% | 0.09% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 11.30 K | $214.06 K | 0.00% | 0.08% |
| RITHOLTZ WEALTH MANAGEMENT | 04/20/2026 | 11.12 K | $210.71 K | -12.64% | 0.08% |
| BARCLAYS PLC | 05/15/2026 | 10.40 K | $197.00 K | -47.84% | 0.08% |
| RHUMBLINE ADVISERS | 05/12/2026 | 6.08 K | $115.23 K | 2.51% | 0.05% |
| DEUTSCHE BANK AG\ | 05/06/2026 | 5.95 K | $112.66 K | 0.00% | 0.04% |
| ACADIAN ASSET MANAGEMENT LLC | 05/13/2026 | 5.88 K | $111.00 K | 0.00% | 0.04% |
| ADVISORY SERVICES NETWORK, LLC | 05/15/2026 | 4.67 K | $88.44 K | 100.00% | 0.03% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 05/15/2026 | 3.46 K | $65.51 K | 2.01% | 0.03% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 3.33 K | $63.08 K | -3.48% | 0.02% |
| FMR LLC | 05/15/2026 | 3.11 K | $58.92 K | 75.45% | 0.02% |
| JPMORGAN CHASE & CO | 05/13/2026 | 3.07 K | $56.08 K | -74.09% | 0.02% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 2.72 K | $51.55 K | -66.39% | 0.02% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 2.49 K | $47.13 K | 100.00% | 0.02% |
| VANGUARD GLOBAL ADVISERS, LLC | 05/08/2026 | 2.25 K | $42.71 K | 100.00% | 0.02% |
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Hamilton Beach Brands Holding Co institutional Ownership - FAQ's
During the previous two years, 94 institutional investors and hedge funds held shares of Hamilton Beach Brands Holding Co. The most heavily invested institutionals were:
BlackRock, Inc.: 513,056
AMERIPRISE FINANCIAL INC: 479,767
DIMENSIONAL FUND ADVISORS LP: 396,172
Pacific Ridge Capital Partners, LLC: 344,109
North Star Investment Management Corp.: 190,600
AMERICAN CENTURY COMPANIES INC: 189,531
29.26% of Hamilton Beach Brands Holding Co stock is owned by institutional investors.
Institutional investors have bought a total of 4.65 M shares in the last 24 months. This purchase volume represents approximately $77.60 M in transactions.