HBB · Hamilton Beach Brands Holding Co · Shareholders & Ownership

$31.77 -0.40 (-1.23%) Play latest call Q3 2026 earnings call transcript

Russell 2000 member Rebalance outlook locked

Market Cap

$432.20M

13.44M

Volume · Nov 9 23.76K Avg daily vol (3M) 87.02K

Every disclosed holder of HBB in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns HBB

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	89	3,758,856	27.97%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	9,680,274	72.03%	Rest
Registered funds (N-PORT, not summed)	129	2,337,832	17.40%	No

Shares outstanding: 13,439,130, the issuer's latest cover-page count restated onto today's split basis.

Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of HBB

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	536,337	3.99%	+56,570	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	AMERIPRISE FINANCIAL INC 13G CIK 820027 · Investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	536,337	3.99%	+67,378	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
1.2	Columbia Small Cap Value Discovery Fund Fund S000012102 · Registered fund · Jul 31, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	362,913	2.70%	+21,482	Jul 31, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
1.3	Columbia Variable Portfolio - Small Cap Value Discovery Fund Fund S000012561 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed	65,992	0.49%	-1,804	Jun 30, 2026	COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed
2	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	532,666	3.96%	+19,610	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	187,627	1.40%	+6,172	Jun 30, 2026	iShares Trust, not summed
2.2	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	66,509	0.49%	+5,504	Jun 30, 2026	iShares Trust, not summed
2.3	iShares Micro-Cap ETF Fund S000004439 · Registered fund · Jun 30, 2026 iShares Trust, not summed	24,536	0.18%	+6,768	Jun 30, 2026	iShares Trust, not summed
2.4	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	12,990	0.10%	0	Jun 30, 2026	Quantitative Master Series LLC, not summed
2.5	iShares Total U.S. Stock Market Index Fund Fund S000050372 · Registered fund · Jul 31, 2026 BlackRock Funds, not summed	1,383	0.01%	0	Jul 31, 2026	BlackRock Funds, not summed
3	RANKIN ALFRED M ET AL Insider CIK 904532 · Oct 1, 2026 Director, issuer-wide, not summed	466,766	3.47%	+1,312	Oct 1, 2026	Director, issuer-wide, not summed
4	RANKIN VICTOIRE G Insider CIK 1247947 · Oct 1, 2026 Insider, issuer-wide, not summed	466,766	3.47%	+1,312	Oct 1, 2026	Insider, issuer-wide, not summed
5	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Sep 30, 2026	414,230	3.08%	+15,533	Sep 30, 2026
5.1	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	57,311	0.43%	-619	Jul 31, 2026	Dimensional ETF Trust, not summed
5.2	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	47,003	0.35%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
5.3	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	44,464	0.33%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
5.4	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	39,320	0.29%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
5.5	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	30,383	0.23%	-800	Jul 31, 2026	Dimensional ETF Trust, not summed
6	BUTLER HELEN RANKIN Insider CIK 1247868 · Oct 1, 2026 Insider, issuer-wide, not summed	367,902	2.74%	—	Oct 1, 2026	Insider, issuer-wide, not summed
7	BUTLER JOHN C JR Insider CIK 1247860 · Oct 1, 2026 Director, issuer-wide, not summed	367,902	2.74%	—	Oct 1, 2026	Director, issuer-wide, not summed
8	Pacific Ridge Capital Partners, LLC 13F CIK 1591546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	341,468	2.54%	-2,641	Jun 30, 2026	carried, not yet filed for the newest quarter
9	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	253,077	1.88%	-46,917	Jun 30, 2026	carried, not yet filed for the newest quarter
10	WILLIAMS CLARA R Insider CIK 1247996 · Oct 1, 2026 Director, issuer-wide, not summed	246,421	1.83%	—	Oct 1, 2026	Director, issuer-wide, not summed
11	WILLIAMS DAVID B Insider CIK 1247994 · Oct 1, 2026 Insider, issuer-wide, not summed	246,421	1.83%	—	Oct 1, 2026	Insider, issuer-wide, not summed
12	RANKIN CORBIN Insider CIK 1247943 · Oct 1, 2026 Insider, issuer-wide, not summed	206,831	1.54%	+1,006	Oct 1, 2026	Insider, issuer-wide, not summed
13	RANKIN THOMAS T Insider CIK 1247955 · Oct 1, 2026 Director, issuer-wide, not summed	206,831	1.54%	+1,006	Oct 1, 2026	Director, issuer-wide, not summed
14	Tidey Scott Insider CIK 1439414 · Feb 20, 2026 Director, President and CEO, issuer-wide, not summed	202,982	1.51%	+60,214	Feb 20, 2026	Director, President and CEO, issuer-wide, not summed
15	RANKIN ALISON A Insider CIK 1247944 · Dec 9, 2024 Insider, issuer-wide, not summed	195,460	1.45%	—	Dec 9, 2024	Insider, issuer-wide, not summed
16	RANKIN ROGER F Insider CIK 901733 · Dec 9, 2024 Insider, issuer-wide, not summed	195,460	1.45%	—	Dec 9, 2024	Insider, issuer-wide, not summed
17	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	180,073	1.34%	-9,458	Jun 30, 2026	carried, not yet filed for the newest quarter
18	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	173,895	1.29%	-50,116	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
19	North Star Investment Management Corp. 13F CIK 1342857 · Investment adviser · Sep 30, 2026	169,300	1.26%	-21,300	Sep 30, 2026
20	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Sep 30, 2026	165,349	1.23%	-3,853	Sep 30, 2026
21	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · Aug 31, 2026 American Century ETF Trust, not summed	162,133	1.21%	-1,763	Aug 31, 2026	American Century ETF Trust, not summed
22	RUSCHELL CAROLINE T Insider CIK 1247959 · Dec 9, 2024 Insider, issuer-wide, not summed	149,394	1.11%	—	Dec 9, 2024	Insider, issuer-wide, not summed
23	RANKIN CHLOE O Insider CIK 1247951 · Dec 31, 2025 Insider, issuer-wide, not summed	135,649	1.01%	-5,322	Dec 31, 2025	Insider, issuer-wide, not summed
24	RANKIN CLAIBORNE R Insider CIK 1247952 · Dec 31, 2025 Insider, issuer-wide, not summed	135,649	1.01%	-5,322	Dec 31, 2025	Insider, issuer-wide, not summed
25	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	130,525	0.97%	+100	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	3,200	0.02%	+700	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
25.2	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	120	0.00%	-106	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
26	Adara Smaller Companies Fund Fund S000047045 · Registered fund · Aug 31, 2026 RBB Fund, Inc., not summed	115,690	0.86%	-18,750	Aug 31, 2026	RBB Fund, Inc., not summed
27	BRIDGEWAY CAPITAL MANAGEMENT, LLC 13F CIK 1107261 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	106,137	0.79%	+1,245	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Omni Small-Cap Value Fund Fund S000033567 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	22,000	0.16%	0	Jun 30, 2026	Bridgeway Funds, Inc., not summed
27.2	Ultra-Small Company Market Fund Fund S000004424 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	13,700	0.10%	0	Jun 30, 2026	Bridgeway Funds, Inc., not summed
28	North Star Micro Cap Fund Fund S000040440 · Registered fund · Aug 31, 2026 NORTHERN LIGHTS FUND TRUST II, not summed	103,500	0.77%	-11,500	Aug 31, 2026	NORTHERN LIGHTS FUND TRUST II, not summed
29	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Sep 30, 2026	90,329	0.67%	-2,139	Sep 30, 2026
30	Furlow Paul Dwinelle Insider CIK 1776404 · Oct 1, 2026 Director, issuer-wide, not summed	74,775	0.56%	+1,006	Oct 1, 2026	Director, issuer-wide, not summed
31	LABARRE DENNIS W Insider CIK 1247923 · Oct 1, 2026 Director, issuer-wide, not summed	74,242	0.55%	+1,006	Oct 1, 2026	Director, issuer-wide, not summed
32	RATNER JAMES A Insider CIK 1217464 · Oct 1, 2026 Director, issuer-wide, not summed	73,402	0.55%	+1,006	Oct 1, 2026	Director, issuer-wide, not summed
33	TAPLIN DAVID F Insider CIK 1247978 · Dec 9, 2024 Director, issuer-wide, not summed	71,503	0.53%	—	Dec 9, 2024	Director, issuer-wide, not summed
34	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	69,119	0.51%	+3,884	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
35	Empowered Funds, LLC 13F CIK 1592828 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	68,937	0.51%	+1,245	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	EA Bridgeway Omni Small-Cap Value ETF Fund S000078089 · Registered fund · Jun 30, 2026 EA Series Trust, not summed	68,937	0.51%	+1,245	Jun 30, 2026	EA Series Trust, not summed
36	PNC FINANCIAL SERVICES GROUP, INC. 13F CIK 713676 · Bank · Sep 30, 2026	66,551	0.50%	+51	Sep 30, 2026
37	JEROME JENNIFER T Insider CIK 1247918 · Dec 9, 2024 Insider, issuer-wide, not summed	65,613	0.49%	+32,552	Dec 9, 2024	Insider, issuer-wide, not summed
38	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	63,133	0.47%	+4,583	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	3,774	0.03%	-239	Jun 30, 2026	Northern Funds, not summed
38.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	1,837	0.01%	-87	Jun 30, 2026	Northern Funds, not summed
39	Miller Michael Sidney Insider CIK 1681715 · Oct 1, 2026 Director, issuer-wide, not summed	58,647	0.44%	+1,006	Oct 1, 2026	Director, issuer-wide, not summed
40	North Star Dividend Fund Fund S000040441 · Registered fund · Aug 31, 2026 NORTHERN LIGHTS FUND TRUST II, not summed	57,600	0.43%	-6,400	Aug 31, 2026	NORTHERN LIGHTS FUND TRUST II, not summed
41	BELGYA MARK R Insider CIK 1251529 · Oct 1, 2026 Vice Chair, issuer-wide, not summed	56,573	0.42%	+1,006	Oct 1, 2026	Vice Chair, issuer-wide, not summed
42	Jumper John P Insider CIK 1346943 · Jul 1, 2025 Director, issuer-wide, not summed	54,944	0.41%	+663	Jul 1, 2025	Director, issuer-wide, not summed
43	WisdomTree U.S. SmallCap Dividend Fund Fund S000012394 · Registered fund · Jun 30, 2026 WisdomTree Trust, not summed	51,914	0.39%	-240	Jun 30, 2026	WisdomTree Trust, not summed
44	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	48,421	0.36%	+7,748	Jun 30, 2026	carried, not yet filed for the newest quarter
45	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	44,404	0.33%	-1,531	Jun 30, 2026	carried, not yet filed for the newest quarter
46	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · Aug 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	41,876	0.31%	+5,594	Aug 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
47	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	41,417	0.31%	+3,839	Jun 30, 2026	carried, not yet filed for the newest quarter
48	Cunningham Sarah M Insider CIK 1663722 · Aug 27, 2026 Sr. VP Chief Financial Officer, issuer-wide, not summed	39,430	0.29%	-3,000	Aug 27, 2026	Sr. VP Chief Financial Officer, issuer-wide, not summed
49	Russell Investments Group, Ltd. 13F CIK 1692234 · Unknown · Sep 30, 2026	37,960	0.28%	-5,708	Sep 30, 2026
49.1	Tax-Managed U.S. Mid & Small Cap Fund Fund S000001571 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	29,728	0.22%	0	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
50	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	36,208	0.27%	-6,414	Jun 30, 2026	carried, not yet filed for the newest quarter

18 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 195 holders

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Key facts CIK 1709164 CUSIP 40701T104 13F (30d) 51 filings 36 filers Visit website Investor relations