Hamilton Beach Brands Holding Co Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 536.34 K | $12.35 M | 11.79% | 3.97% |
| BLACKROCK, INC. | 08/07/2026 | 532.67 K | $12.27 M | 3.82% | 3.95% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 398.70 K | $9.18 M | 0.64% | 2.95% |
| PACIFIC RIDGE CAPITAL PARTNERS, LLC | 08/12/2026 | 341.47 K | $7.86 M | -0.77% | 2.53% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 253.08 K | $5.83 M | -15.64% | 1.88% |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | 07/28/2026 | 190.60 K | $4.39 M | 0.00% | 1.41% |
| AMERICAN CENTURY COMPANIES INC | 08/12/2026 | 180.07 K | $4.15 M | -4.99% | 1.33% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 169.20 K | $3.90 M | 9.26% | 1.25% |
| STATE STREET CORP | 08/07/2026 | 130.53 K | $3.01 M | 0.08% | 0.97% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2026 | 106.14 K | $2.44 M | 1.19% | 0.79% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 92.47 K | $2.13 M | 2.46% | 0.69% |
| EMPOWERED FUNDS, LLC | 08/17/2026 | 68.94 K | $1.59 M | 1.84% | 0.51% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/07/2026 | 66.50 K | $1.53 M | 0.00% | 0.49% |
| NORTHERN TRUST CORP | 08/13/2026 | 63.13 K | $1.45 M | 7.83% | 0.47% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 48.42 K | $1.12 M | 19.05% | 0.36% |
| MORGAN STANLEY | 08/13/2026 | 44.40 K | $1.02 M | -3.33% | 0.33% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/06/2026 | 43.67 K | $1.01 M | 8.90% | 0.32% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 41.42 K | $953.83 K | 10.22% | 0.31% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/13/2026 | 36.21 K | $833.87 K | -15.05% | 0.27% |
| VICTORY CAPITAL MANAGEMENT INC | 08/07/2026 | 32.17 K | $740.88 K | -16.20% | 0.24% |
| GSA CAPITAL PARTNERS LLP | 08/06/2026 | 26.48 K | $610.00 K | -24.04% | 0.20% |
| LSV ASSET MANAGEMENT | 08/06/2026 | 25.92 K | $597.00 K | 0.00% | 0.19% |
| RBF CAPITAL, LLC | 08/14/2026 | 25.65 K | $590.65 K | 0.00% | 0.19% |
| CURBSTONE FINANCIAL MANAGEMENT CORP | 07/14/2026 | 23.63 K | $544.25 K | -82.74% | 0.18% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 22.60 K | $520.48 K | -0.44% | 0.17% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 21.55 K | $496.23 K | 12.35% | 0.16% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 21.55 K | $496.23 K | 100.00% | 0.16% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 20.90 K | $481.26 K | -7.88% | 0.15% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 08/13/2026 | 20.24 K | $466.10 K | -30.49% | 0.15% |
| SQUAREPOINT OPS LLC | 08/14/2026 | 18.72 K | $431.21 K | 100.00% | 0.14% |
| BAILARD, INC. | 07/30/2026 | 16.48 K | $379.49 K | -4.51% | 0.12% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 14.60 K | $336.31 K | -53.25% | 0.11% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 12.58 K | $289.63 K | 100.00% | 0.09% |
| MARINER, LLC | 08/13/2026 | 11.74 K | $270.44 K | 2.46% | 0.09% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 11.30 K | $260.15 K | 0.00% | 0.08% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 10.50 K | $241.72 K | 100.00% | 0.08% |
| NUVEEN, LLC | 08/11/2026 | 10.20 K | $234.95 K | 100.00% | 0.08% |
| BARCLAYS PLC | 08/14/2026 | 10.04 K | $231.22 K | -3.42% | 0.07% |
| LPL FINANCIAL LLC | 08/07/2026 | 9.64 K | $222.08 K | 100.00% | 0.07% |
| INVESCO LTD. | 08/14/2026 | 9.41 K | $216.64 K | -20.60% | 0.07% |
| KOSS-OLINGER CONSULTING, LLC | 08/10/2026 | 9.36 K | $215.53 K | -69.50% | 0.07% |
| DEUTSCHE BANK AG\ | 08/07/2026 | 6.15 K | $141.59 K | 3.41% | 0.05% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 6.10 K | $140.47 K | 124.15% | 0.05% |
| RHUMBLINE ADVISERS | 08/12/2026 | 5.90 K | $135.87 K | -2.98% | 0.04% |
| ACADIAN ASSET MANAGEMENT LLC | 08/13/2026 | 5.88 K | $135.00 K | 0.00% | 0.04% |
| JPMORGAN CHASE & CO | 08/12/2026 | 3.96 K | $86.05 K | 28.80% | 0.03% |
| FMR LLC | 08/13/2026 | 3.42 K | $78.76 K | 10.00% | 0.03% |
| CITIGROUP INC | 08/03/2026 | 3.36 K | $77.47 K | 928.75% | 0.02% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 08/14/2026 | 3.35 K | $77.24 K | -2.98% | 0.02% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 3.33 K | $76.65 K | 0.00% | 0.02% |
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Hamilton Beach Brands Holding Co institutional Ownership - FAQ's
During the previous two years, 105 institutional investors and hedge funds held shares of Hamilton Beach Brands Holding Co. The most heavily invested institutionals were:
AMERIPRISE FINANCIAL INC: 536,337
BlackRock, Inc.: 532,666
DIMENSIONAL FUND ADVISORS LP: 398,697
Pacific Ridge Capital Partners, LLC: 341,468
VANGUARD CAPITAL MANAGEMENT LLC: 253,077
North Star Investment Management Corp.: 190,600
28.08% of Hamilton Beach Brands Holding Co stock is owned by institutional investors.
Institutional investors have bought a total of 4.90 M shares in the last 24 months. This purchase volume represents approximately $81.85 M in transactions.