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Equibles

HBB

Hamilton Beach Brands Holding Co

Company with tickers: HBB

CIK
1709164
CUSIP
40701T104
Shares Outstanding
9,960,258
13F Activity (30d)
61 filings 57 filers

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 77
Total Value: $74,477,536
Total Shares: 3,930,216

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 77 13F filers · Δ vs Dec 31, 2025
Top Holder
13.1%
Jun 2023 → Mar 2026 · range 12.2% – 17.2%
−0.2 pts
Top 5
51.7%
Jun 2023 → Mar 2026 · range 46.5% – 61.2%
−2.3 pts
Top 10
72.1%
Jun 2023 → Mar 2026 · range 64.3% – 86.1%
−1.7 pts
HHI
676
Jun 2023 → Mar 2026 · range 579 – 934
Broadly held −33

Quarterly Activity

vs Dec 31, 2025
New
9
Increased
28
Decreased
24
Sold Out
7
Unchanged
16
Holder count: +2
Institutional value: +15.1%
Shares held: -0.1%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Large Russell Investments Group, Ltd. +39,170 40,099
Mid North Star Investment Management Corp. +26,949 190,600
Mega GOLDMAN SACHS GROUP INC +20,097 31,236
Mid Ancora Advisors LLC +16,275 18,203
Mega NORTHERN TRUST CORP +7,049 58,550

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Mega BARCLAYS PLC −9,534 10,396
Mega JPMORGAN CHASE & CO −8,789 3,073
Mega BlackRock, Inc. −7,253 513,056
Mega AMERICAN CENTURY COMPANIES INC −7,032 189,531
Mega WELLS FARGO & COMPANY/MN −5,375 2,721

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mega VANGUARD CAPITAL MANAGEMENT LLC 299,994 $5,684,886
Mega VANGUARD PORTFOLIO MANAGEMENT LLC 40,673 $770,753
Mega VANGUARD FIDUCIARY TRUST CO 37,578 $712,103
Mega ENVESTNET ASSET MANAGEMENT INC 22,684 $429,861
Mid Advisory Services Network, LLC 4,667 $88,438

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Mega VANGUARD GROUP INC 394,468 $6,488,998
Small Mork Capital Management, LLC 60,000 $987,000
Large M&T Bank Corp 21,500 $353,675
Mega CITADEL ADVISORS LLC 12,722 $209,276
Mega BANK OF AMERICA CORP /DE/ 7,236 $119,031
Filter: New 9 Increased 28 Reduced 24 Sold out 7 Unchanged 16
Showing 77 of 77
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega BlackRock, Inc. $9,722,409 13.05% 513,056
Mega AMERIPRISE FINANCIAL INC $9,091,584 12.21% 479,767
Mega DIMENSIONAL FUND ADVISORS LP $7,507,459 10.08% 396,172
Small Pacific Ridge Capital Partners, LLC $6,520,865 8.76% 344,109
Mega VANGUARD CAPITAL MANAGEMENT LLC $5,684,886 7.63% 299,994
Mid North Star Investment Management Corp. $3,611,870 4.85% 190,600
Mega AMERICAN CENTURY COMPANIES INC $3,591,612 4.82% 189,531
Mega GEODE CAPITAL MANAGEMENT, LLC $2,934,672 3.94% 154,864
Small Curbstone Financial Management Corp $2,594,217 3.48% 136,898
Mega STATE STREET CORP $2,471,553 3.32% 130,425
Mid BRIDGEWAY CAPITAL MANAGEMENT, LLC $1,987,703 2.67% 104,892
Mega Bank of New York Mellon Corp Bank $1,710,140 2.30% 90,245
Large Empowered Funds, LLC $1,282,763 1.72% 67,692
Mega PNC FINANCIAL SERVICES GROUP, INC. $1,260,174 1.69% 66,500
Mega NORTHERN TRUST CORP Bank $1,109,521 1.49% 58,550
Large CWM, LLC $1,035,788 1.39% 54,659
Mega MORGAN STANLEY $870,466 1.17% 45,935
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $807,686 1.08% 42,622
Mega VANGUARD PORTFOLIO MANAGEMENT LLC $770,753 1.03% 40,673
Large Russell Investments Group, Ltd. $759,874 1.02% 40,099
Mega VICTORY CAPITAL MANAGEMENT INC $727,490 0.98% 38,390
Mega VANGUARD FIDUCIARY TRUST CO Bank $712,103 0.96% 37,578
Mid GSA CAPITAL PARTNERS LLP $660,540 0.89% 34,857
Mega GOLDMAN SACHS GROUP INC $591,921 0.79% 31,236
Small Koss-Olinger Consulting, LLC $581,518 0.78% 30,687
Large O'SHAUGHNESSY ASSET MANAGEMENT, LLC $551,729 0.74% 29,115
Large LSV ASSET MANAGEMENT $491,127 0.66% 25,917
Mid RBF Capital, LLC $486,010 0.65% 25,647
Large RENAISSANCE TECHNOLOGIES LLC $430,165 0.58% 22,700
Mega ENVESTNET ASSET MANAGEMENT INC $429,861 0.58% 22,684
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $363,442 0.49% 19,179
Mid Ancora Advisors LLC $344,946 0.46% 18,203
Mid BAILARD, INC. $327,020 0.44% 17,257
Mega JANE STREET GROUP, LLC $290,749 0.39% 15,343
Mega Invesco Ltd. $224,518 0.30% 11,848
Large Mariner, LLC $217,185 0.29% 11,461
Large Baird Financial Group, Inc. $214,059 0.29% 11,296
Mid RITHOLTZ WEALTH MANAGEMENT $210,705 0.28% 11,119
Mega BARCLAYS PLC $197,003 0.26% 10,396
Mega RHUMBLINE ADVISERS $115,234 0.15% 6,081
Mega DEUTSCHE BANK AG\ Bank $112,657 0.15% 5,945
Large ACADIAN ASSET MANAGEMENT LLC $111,444 0.15% 5,881
Mid Advisory Services Network, LLC $88,438 0.12% 4,667
Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Mutual Fund $65,510 0.09% 3,457
Large OSAIC HOLDINGS, INC. $63,084 0.08% 3,329
Mega FMR LLC $58,914 0.08% 3,109
Mega JPMORGAN CHASE & CO $58,231 0.08% 3,073
Mega WELLS FARGO & COMPANY/MN $51,562 0.07% 2,721
Large Rockefeller Capital Management L.P. $47,128 0.06% 2,487
Mega Vanguard Global Advisers, LLC $42,713 0.06% 2,254
Mega BNP PARIBAS ARBITRAGE, SA $40,761 0.05% 2,151
Mega UBS Group AG $40,134 0.05% 2,118
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $36,005 0.05% 1,900
Mid Tower Research Capital LLC (TRC) $28,235 0.04% 1,490
Micro 1620 INVESTMENT ADVISORS, INC. $27,553 0.04% 1,454
Large Police & Firemen's Retirement System of New Jersey Pension $18,589 0.02% 981
Mid Clearstead Advisors, LLC $17,471 0.02% 922
Mid Ameritas Investment Partners, Inc. $15,823 0.02% 835
Mega ROYAL BANK OF CANADA Bank $15,690 0.02% 828
Mega Legal & General Group Plc $11,711 0.02% 618
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $7,219 0.01% 381
Mega CITIGROUP INC $6,196 0.01% 327
Small Investors Research Corp $5,685 0.01% 300
Mid WHITTIER TRUST CO OF NEVADA INC Bank $4,737 0.01% 250
Mid Sterling Capital Management LLC $4,415 0.01% 233
Mid GAMMA Investing LLC $1,686 0.00% 89
Mid Optiver Holding B.V. $1,326 0.00% 70
Small Essential Partners LLC $303 0.00% 16
Mid EverSource Wealth Advisors, LLC $263 0.00% 14
Mid Allworth Financial LP $246 0.00% 13
Mid MAI Capital Management $170 0.00% 9
Small Root Financial Partners, LLC $113 0.00% 6
Mid ROTHSCHILD INVESTMENT LLC $75 0.00% 4
Small Transamerica Financial Advisors, LLC $75 0.00% 4
Large HUNTINGTON NATIONAL BANK Bank $18 0.00% 1
Mid SBI Securities Co., Ltd. Broker-Dealer $18 0.00% 1
Mid IFP Advisors, Inc $18 0.00% 1

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