HBB Institutional Ownership & Shareholders
HAMILTON BEACH BRAND-A (HBB) is currently held by 86 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $96.83M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Ameriprise Financial Inc is currently the largest disclosed institutional shareholder of HBB tracked by InsiderSet, reporting ownership valued at approximately $12.35M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $17.65M, representing an estimated gain of +42.90% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 70% of the total disclosed HBB value among the investors covered in this analysis. Major shareholders include Ameriprise Financial Inc, Blackrock, Inc., Dimensional Fund Advisors Lp, and several other long-term asset managers with concentrated positions in HAMILTON BEACH BRAND-A (HBB).
This page ranks the largest institutional HBB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
86
Total Reported Value
$96.83M
Largest Holder
Ameriprise Financial Inc
Largest Position
$12.35M
Insider Transactions (90d)
16
Latest Filing Quarter
Q2 2026
New Institutional Positions
105
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ameriprise Financial Inc | 0.00% | 536,337 | $12,351,842 | $17,650,851 | +$5,299,009 | +42.90% | |
| Blackrock, Inc. | 0.00% | 532,666 | $12,267,303 | $17,530,038 | +$5,262,735 | +42.90% | |
| Dimensional Fund Advisors Lp | 0.00% | 398,697 | $9,181,272 | $13,121,118 | +$3,939,846 | +42.91% | |
| Pacific Ridge Capital Partners, Llc | 1.43% | 341,468 | $7,864,008 | $11,237,712 | +$3,373,704 | +42.90% | |
| North Star Investment Management Corp. | 0.35% | 169,300 | $6,475,725 | $5,571,663 | -$904,062 | -13.96% | |
| Vanguard Capital Management Llc | 0.00% | 253,077 | $5,828,363 | $8,328,764 | +$2,500,401 | +42.90% | |
| American Century Companies Inc | 0.00% | 180,073 | $4,147,081 | $5,926,202 | +$1,779,121 | +42.90% | |
| Geode Capital Management, Llc | 0.00% | 169,202 | $3,897,530 | $5,568,438 | +$1,670,908 | +42.87% | |
| State Street Corp | 0.00% | 130,525 | $3,005,991 | $4,295,578 | +$1,289,587 | +42.90% | |
| Bridgeway Capital Management, Llc | 0.04% | 106,137 | $2,444,335 | $3,492,969 | +$1,048,634 | +42.90% | |
| Bank Of New York Mellon Corp | 0.00% | 92,468 | $2,129,533 | $3,043,122 | +$913,589 | +42.90% | |
| Empowered Funds, Llc | 0.01% | 68,937 | $1,587,619 | $2,268,717 | +$681,098 | +42.90% | |
| Northern Trust Corp | 0.00% | 63,133 | $1,453,953 | $2,077,707 | +$623,754 | +42.90% | |
| Pnc Financial Services Group, Inc. | 0.00% | 57,250 | $1,318,467 | $1,884,097 | +$565,630 | +42.90% | |
| Vanguard Portfolio Management Llc | 0.00% | 48,421 | $1,115,136 | $1,593,535 | +$478,399 | +42.90% | |
| Cwm, Llc | 0.00% | 54,659 | $1,035,785 | $1,798,828 | +$763,043 | +73.67% | |
| Morgan Stanley | 0.00% | 44,404 | $1,022,625 | $1,461,336 | +$438,711 | +42.90% | |
| Russell Investments Group, Ltd. | 0.00% | 43,668 | $1,005,676 | $1,437,114 | +$431,438 | +42.90% | |
| Vanguard Fiduciary Trust Co | 0.00% | 41,417 | $953,834 | $1,363,033 | +$409,199 | +42.90% | |
| Arrowstreet Capital, Limited Partnership | 0.00% | 36,208 | $833,870 | $1,191,605 | +$357,735 | +42.90% | |
| Victory Capital Management Inc | 0.00% | 32,170 | $740,875 | $1,058,715 | +$317,840 | +42.90% | |
| Bailard, Inc. | 0.01% | 16,478 | $630,284 | $542,291 | -$87,993 | -13.96% | |
| Gsa Capital Partners Llp | 0.04% | 26,478 | $610,000 | $871,391 | +$261,391 | +42.85% | |
| Lsv Asset Management | 0.00% | 25,917 | $597,000 | $852,928 | +$255,928 | +42.87% | |
| Rbf Capital, Llc | 0.02% | 25,647 | $590,650 | $844,043 | +$253,393 | +42.90% | |
| Strs Ohio | 0.00% | 13,900 | $531,675 | $457,449 | -$74,226 | -13.96% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 22,600 | $520,478 | $743,766 | +$223,288 | +42.90% |
| Charles Schwab Investment Management Inc | 0.00% | 21,547 | $496,227 | $709,112 | +$212,885 | +42.90% | |
| Envestnet Asset Management Inc | 0.00% | 20,897 | $481,259 | $687,720 | +$206,461 | +42.90% | |
| O'Shaughnessy Asset Management, Llc | 0.00% | 20,239 | $466,104 | $666,065 | +$199,961 | +42.90% | |
| Squarepoint Ops Llc | 0.00% | 18,724 | $431,214 | $616,207 | +$184,993 | +42.90% | |
| Goldman Sachs Group Inc | 0.00% | 14,603 | $336,307 | $480,585 | +$144,278 | +42.90% | |
| Aqr Capital Management Llc | 0.00% | 12,576 | $289,626 | $413,876 | +$124,250 | +42.90% | |
| Mariner, Llc | 0.00% | 11,743 | $270,443 | $386,462 | +$116,019 | +42.90% | |
| Baird Financial Group, Inc. | 0.00% | 11,296 | $260,147 | $371,751 | +$111,604 | +42.90% | |
| Two Sigma Investments, Lp | 0.00% | 10,496 | $241,723 | $345,423 | +$103,700 | +42.90% | |
| Nuveen, Llc | 0.00% | 10,202 | $234,952 | $335,748 | +$100,796 | +42.90% | |
| Barclays Plc | 0.00% | 10,040 | $231,220 | $330,416 | +$99,196 | +42.90% | |
| Lpl Financial Llc | 0.00% | 9,643 | $222,078 | $317,351 | +$95,273 | +42.90% | |
| Invesco Ltd. | 0.00% | 9,407 | $216,643 | $309,584 | +$92,941 | +42.90% | |
| Koss-Olinger Consulting, Llc | 0.02% | 9,359 | $215,534 | $308,005 | +$92,471 | +42.90% | |
| Crestwood Advisors Group, Llc | 0.00% | 5,234 | $200,201 | $172,251 | -$27,950 | -13.96% | |
| Deutsche Bank Ag\ | 0.00% | 6,148 | $141,588 | $202,331 | +$60,743 | +42.90% | |
| Wells Fargo & Company/Mn | 0.00% | 6,099 | $140,466 | $200,718 | +$60,252 | +42.89% | |
| Rhumbline Advisers | 0.00% | 5,900 | $135,871 | $194,169 | +$58,298 | +42.91% | |
| Acadian Asset Management Llc | 0.00% | 5,881 | $135,000 | $193,544 | +$58,544 | +43.37% | |
| Jpmorgan Chase & Co | 0.00% | 3,958 | $86,047 | $130,258 | +$44,211 | +51.38% | |
| Fmr Llc | 0.00% | 3,420 | $78,762 | $112,552 | +$33,790 | +42.90% | |
| Citigroup Inc | 0.00% | 3,364 | $77,473 | $110,709 | +$33,236 | +42.90% | |
| Mirae Asset Global Etfs Holdings Ltd. | 0.00% | 3,354 | $77,243 | $110,380 | +$33,137 | +42.90% |
Frequently asked questions about HBB
Who are the largest institutional holders of HBB?
The largest institutional holders of HBB reported in the latest SEC Form 13F filings include Ameriprise Financial Inc, Blackrock, Inc., Dimensional Fund Advisors Lp, Pacific Ridge Capital Partners, Llc, and North Star Investment Management Corp.. InsiderSet ranks institutional holders by their latest reported HBB position.
What is HBB institutional ownership?
This page tracks HBB positions reported by institutional investment managers through SEC Form 13F. HAMILTON BEACH BRAND-A (HBB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own HBB?
InsiderSet currently tracks 86 institutional managers reporting HBB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of HBB shareholders.
How much HBB stock do institutions own?
Institutional investment managers disclosed approximately $96.83M in HBB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was HBB institutional ownership last updated?
The latest HBB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional HBB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its HBB position after the reporting date.
Are institutions buying or selling HBB?
Institutional buying and selling can be analyzed by comparing HBB positions across consecutive 13F reporting periods. InsiderSet's HBB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View HBB ownership changes.
How has HBB institutional ownership changed over time?
InsiderSet tracks HBB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.