Hamilton Beach Brands Holding Co Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 02/12/2026 | 520.31 K | $8.56 M | -1.72% | 3.86% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 473.90 K | $7.80 M | 1.37% | 3.51% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 397.61 K | $6.54 M | -0.71% | 2.95% |
| VANGUARD GROUP INC | 01/29/2026 | 394.47 K | $6.49 M | -3.24% | 2.92% |
| PACIFIC RIDGE CAPITAL PARTNERS, LLC | 02/04/2026 | 340.47 K | $5.60 M | 4.00% | 2.52% |
| AMERICAN CENTURY COMPANIES INC | 02/13/2026 | 196.56 K | $3.23 M | -5.29% | 1.46% |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | 01/30/2026 | 163.65 K | $2.69 M | -1.21% | 1.21% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 152.62 K | $2.51 M | 0.31% | 1.13% |
| CURBSTONE FINANCIAL MANAGEMENT CORP | 01/23/2026 | 136.90 K | $2.25 M | 0.00% | 1.02% |
| STATE STREET CORP | 02/13/2026 | 130.01 K | $2.14 M | 1.21% | 0.96% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/17/2026 | 99.03 K | $1.63 M | -16.40% | 0.73% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 89.70 K | $1.48 M | -15.79% | 0.67% |
| EMPOWERED FUNDS, LLC | 02/18/2026 | 61.83 K | $1.02 M | 5.95% | 0.46% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 61.60 K | $1.01 M | 4.23% | 0.46% |
| MORK CAPITAL MANAGEMENT, LLC | 02/17/2026 | 60.00 K | $987.00 K | 0.00% | 0.44% |
| CWM, LLC | 01/26/2026 | 54.46 K | $896.00 K | 0.18% | 0.40% |
| NORTHERN TRUST CORP | 02/17/2026 | 51.50 K | $847.19 K | -16.68% | 0.38% |
| MORGAN STANLEY | 02/13/2026 | 42.85 K | $704.86 K | 3.62% | 0.32% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/13/2026 | 42.62 K | $701.13 K | 0.00% | 0.32% |
| GSA CAPITAL PARTNERS LLP | 02/06/2026 | 38.62 K | $635.00 K | 5.59% | 0.29% |
| VICTORY CAPITAL MANAGEMENT INC | 02/13/2026 | 38.41 K | $631.86 K | -3.63% | 0.28% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 02/11/2026 | 33.36 K | $548.77 K | -25.89% | 0.25% |
| KOSS-OLINGER CONSULTING, LLC | 02/10/2026 | 31.90 K | $525.00 K | -10.67% | 0.24% |
| LSV ASSET MANAGEMENT | 02/06/2026 | 28.12 K | $463.00 K | 0.00% | 0.21% |
| RBF CAPITAL, LLC | 02/17/2026 | 25.75 K | $423.54 K | -6.42% | 0.19% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 22.60 K | $371.77 K | -8.50% | 0.17% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 21.70 K | $357.03 K | 0.00% | 0.16% |
| M&T BANK CORP | 01/30/2026 | 21.50 K | $353.68 K | 0.00% | 0.16% |
| BARCLAYS PLC | 02/13/2026 | 19.93 K | $327.85 K | 4.35% | 0.15% |
| BAILARD, INC. | 02/04/2026 | 17.26 K | $283.88 K | 100.00% | 0.13% |
| JANE STREET GROUP, LLC | 02/12/2026 | 16.45 K | $270.59 K | -54.58% | 0.12% |
| RITHOLTZ WEALTH MANAGEMENT | 01/23/2026 | 12.73 K | $209.38 K | -25.21% | 0.09% |
| CITADEL ADVISORS LLC | 02/17/2026 | 12.72 K | $209.28 K | -69.84% | 0.09% |
| INVESCO LTD. | 02/19/2026 | 12.33 K | $202.80 K | 17.50% | 0.09% |
| MARINER, LLC | 02/13/2026 | 11.98 K | $197.09 K | -9.54% | 0.09% |
| JPMORGAN CHASE & CO | 02/11/2026 | 11.86 K | $195.13 K | 303.20% | 0.09% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 11.30 K | $185.82 K | 0.00% | 0.08% |
| GOLDMAN SACHS GROUP INC | 02/10/2026 | 11.14 K | $183.24 K | 2.94% | 0.08% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 8.10 K | $133.18 K | 46.75% | 0.06% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 7.24 K | $119.03 K | 12.62% | 0.05% |
| DEUTSCHE BANK AG\ | 02/11/2026 | 5.95 K | $97.80 K | 14.06% | 0.04% |
| RHUMBLINE ADVISERS | 02/13/2026 | 5.93 K | $97.58 K | -22.07% | 0.04% |
| ACADIAN ASSET MANAGEMENT LLC | 02/10/2026 | 5.88 K | $96.00 K | -44.45% | 0.04% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 02/11/2026 | 5.65 K | $79.28 K | 100.00% | 0.04% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 3.45 K | $56.72 K | -27.33% | 0.03% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 02/17/2026 | 3.39 K | $55.75 K | -1.08% | 0.03% |
| UBS GROUP AG | 01/29/2026 | 2.47 K | $40.63 K | -39.84% | 0.02% |
| BNP PARIBAS ARBITRAGE, SNC | 02/10/2026 | 2.24 K | $36.88 K | 10.50% | 0.02% |
| ANCORA ADVISORS, LLC | 02/17/2026 | 1.93 K | $31.72 K | 100.00% | 0.01% |
| NEW YORK STATE COMMON RETIREMENT FUND | 02/12/2026 | 1.90 K | $31.26 K | 0.00% | 0.01% |
Hamilton Beach Brands Holding Co institutional Ownership - FAQ's
During the previous two years, 93 institutional investors and hedge funds held shares of Hamilton Beach Brands Holding Co. The most heavily invested institutionals were:
BlackRock, Inc.: 520,309
AMERIPRISE FINANCIAL INC: 473,900
DIMENSIONAL FUND ADVISORS LP: 397,614
VANGUARD GROUP INC: 394,468
Pacific Ridge Capital Partners, LLC: 340,471
AMERICAN CENTURY COMPANIES INC: 196,563
29.17% of Hamilton Beach Brands Holding Co stock is owned by institutional investors.
Institutional investors have bought a total of 4.60 M shares in the last 24 months. This purchase volume represents approximately $91.26 M in transactions.