Hamilton Beach Brands Holding Company Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 11/12/2025 | 529.42 K | $7.61 M | -1.64% | 3.92% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 467.48 K | $6.72 M | 4.61% | 3.46% |
| VANGUARD GROUP INC | 11/07/2025 | 407.70 K | $5.86 M | -0.75% | 3.02% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 400.46 K | $5.75 M | -1.08% | 2.96% |
| PACIFIC RIDGE CAPITAL PARTNERS, LLC | 11/12/2025 | 327.37 K | $4.70 M | -2.24% | 2.42% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2025 | 207.55 K | $2.98 M | -4.51% | 1.54% |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | 10/22/2025 | 165.65 K | $2.38 M | -34.68% | 1.23% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 152.15 K | $2.19 M | 0.44% | 1.13% |
| CURBSTONE FINANCIAL MANAGEMENT CORP | 10/15/2025 | 136.90 K | $1.97 M | 0.00% | 1.01% |
| STATE STREET CORP | 11/14/2025 | 128.45 K | $1.85 M | -3.95% | 0.95% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2025 | 118.46 K | $1.70 M | 5.87% | 0.88% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 106.52 K | $1.53 M | -7.56% | 0.79% |
| NORTHERN TRUST CORP | 11/14/2025 | 61.81 K | $888.24 K | 1.45% | 0.46% |
| MORK CAPITAL MANAGEMENT, LLC | 11/14/2025 | 60.00 K | $862.20 K | 0.00% | 0.44% |
| PNC FINANCIAL SERVICES GROUP, INC. | 11/07/2025 | 59.10 K | $849.30 K | 0.00% | 0.44% |
| EMPOWERED FUNDS, LLC | 11/13/2025 | 58.36 K | $838.69 K | 12.67% | 0.43% |
| CWM, LLC | 10/15/2025 | 54.36 K | $781.00 K | 0.03% | 0.40% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 11/13/2025 | 45.01 K | $646.82 K | -31.08% | 0.33% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/13/2025 | 42.62 K | $612.48 K | 0.00% | 0.32% |
| CITADEL ADVISORS LLC | 11/14/2025 | 42.18 K | $606.17 K | 100.00% | 0.31% |
| MORGAN STANLEY | 11/14/2025 | 41.35 K | $594.23 K | -12.50% | 0.31% |
| VICTORY CAPITAL MANAGEMENT INC | 11/12/2025 | 39.86 K | $572.73 K | 31.65% | 0.29% |
| GSA CAPITAL PARTNERS LLP | 11/07/2025 | 36.57 K | $526.00 K | 100.00% | 0.27% |
| JANE STREET GROUP, LLC | 11/14/2025 | 36.22 K | $520.44 K | 98.68% | 0.27% |
| KOSS-OLINGER CONSULTING, LLC | 10/20/2025 | 35.71 K | $639.00 K | 0.00% | 0.26% |
| LSV ASSET MANAGEMENT | 11/06/2025 | 28.12 K | $404.00 K | 0.00% | 0.21% |
| RBF CAPITAL, LLC | 11/14/2025 | 27.51 K | $395.36 K | 0.00% | 0.20% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 24.70 K | $354.94 K | 4.22% | 0.18% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 21.70 K | $311.87 K | 0.00% | 0.16% |
| M&T BANK CORP | 11/14/2025 | 21.50 K | $308.96 K | 0.00% | 0.16% |
| BARCLAYS PLC | 11/12/2025 | 19.10 K | $274.47 K | -12.68% | 0.14% |
| LAZARD ASSET MANAGEMENT LLC | 11/14/2025 | 17.62 K | $253.14 K | -55.41% | 0.13% |
| RITHOLTZ WEALTH MANAGEMENT | 10/28/2025 | 17.02 K | $244.57 K | -36.19% | 0.13% |
| CRESTWOOD ADVISORS GROUP LLC | 11/07/2025 | 15.44 K | $221.84 K | 0.25% | 0.11% |
| MARINER, LLC | 11/14/2025 | 13.24 K | $190.32 K | 100.00% | 0.10% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 11.44 K | $164.35 K | 100.00% | 0.08% |
| BAIRD FINANCIAL GROUP, INC. | 11/13/2025 | 11.30 K | $162.32 K | 0.00% | 0.08% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 10.82 K | $155.50 K | 100.00% | 0.08% |
| ACADIAN ASSET MANAGEMENT LLC | 11/13/2025 | 10.59 K | $151.00 K | -29.74% | 0.08% |
| INVESCO LTD. | 11/13/2025 | 10.49 K | $150.77 K | 100.00% | 0.08% |
| RHUMBLINE ADVISERS | 11/06/2025 | 7.61 K | $109.38 K | -15.02% | 0.06% |
| ROYAL BANK OF CANADA | 11/14/2025 | 7.01 K | $100.00 K | -76.50% | 0.05% |
| ADVISORY SERVICES NETWORK, LLC | 11/18/2025 | 6.66 K | $95.75 K | 100.00% | 0.05% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 6.43 K | $92.33 K | -9.20% | 0.05% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 5.52 K | $79.27 K | 19.49% | 0.04% |
| DEUTSCHE BANK AG\ | 11/13/2025 | 5.21 K | $74.90 K | 0.00% | 0.04% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 4.75 K | $69.94 K | -17.69% | 0.04% |
| UBS GROUP AG | 11/13/2025 | 4.11 K | $59.00 K | -1.18% | 0.03% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 11/14/2025 | 3.43 K | $49.23 K | -12.87% | 0.03% |
| JPMORGAN CHASE & CO | 11/26/2025 | 2.94 K | $42.28 K | -17.24% | 0.02% |
Hamilton Beach Brands Holding Company institutional Ownership - FAQ's
During the previous two years, 99 institutional investors and hedge funds held shares of Hamilton Beach Brands Holding Company. The most heavily invested institutionals were:
BlackRock, Inc.: 529,422
AMERIPRISE FINANCIAL INC: 467,479
VANGUARD GROUP INC: 407,696
DIMENSIONAL FUND ADVISORS LP: 400,458
Pacific Ridge Capital Partners, LLC: 327,373
AMERICAN CENTURY COMPANIES INC: 207,552
30.25% of Hamilton Beach Brands Holding Company stock is owned by institutional investors.
Institutional investors have bought a total of 4.75 M shares in the last 24 months. This purchase volume represents approximately $70.04 M in transactions.