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Hamilton Beach Brand (HBB)

CUSIP: 40701T104 | NYSE | Consumer Cyclical · Furnishings, Fixtures & Appliances | Micro Cap | 259 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AAmeriprise Financial, Inc.
with Columbia Management Investment Advisers, LLC
536,3375.4%New 5%+ stakeJun 30, 2026No 13F filer matched
13G/AAmeriprise Financial, Inc.536,337
5.4% of class · Jun 30, 2026New 5%+ stake
with Columbia Management Investment Advisers, LLC
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP414,230
0.0% of portfolio›$15.8M
North Star Investment Management Corp.169,300
0.3% of portfolio›$6.5M
Geode Capital Management, LLC165,349
0.0% of portfolio›$6.3M
Bank of New York Mellon Corp90,329
0.0% of portfolio›$3.5M
PNC Financial Services Group, Inc.66,551
0.0% of portfolio›$2.6M
Russell Investments Group, Ltd.37,960
0.0% of portfolio›$1.5M
LSV Asset Management25,917
0.0% of portfolio›$991.0K
Ritholtz Wealth Management20,223
0.0% of portfolio›$773.5K
Bailard, Inc.16,478
0.0% of portfolio›$630.3K
Strs Ohio13,900
0.0% of portfolio›$531.7K
Barclays PLC11,755
0.0% of portfolio›$449.6K
Deutsche Bank Ag\5,387
0.0% of portfolio›$206.1K
Crestwood Advisors Group, LLC5,234
0.0% of portfolio›$200.2K
Simplex Trading, LLC1,350
0.0% of portfolio›$51.6K
1620 Investment Advisors, Inc.1,269
0.0% of portfolio›$48.5K
Citigroup Inc1,046
0.0% of portfolio›$40.0K
Covestor Ltd1,031
0.0% of portfolio›$39
Clearstead Advisors, LLC922
0.0% of portfolio›$35.3K
Harbor Capital Advisors, Inc.842
0.0% of portfolio›$32.0K
Signaturefd, LLC596
0.0% of portfolio›$22.8K
US Bancorp \de\533
0.0% of portfolio›$20.4K
Gamma Investing LLC286
0.0% of portfolio›$10.9K
Sterling Capital Management LLC144
0.0% of portfolio›$5.5K
IFP Advisors, Inc125
0.0% of portfolio›$4.8K
Fifth Third Bancorp78
0.0% of portfolio›$3.0K
SJS Investment Consulting Inc.46
0.0% of portfolio›$1.8K
Allworth Financial LP26
0.0% of portfolio›$599
Essential Partners LLC23
0.0% of portfolio›$880
EverSource Wealth Advisors, LLC22
0.0% of portfolio›$842
Farther Finance Advisors, LLC14
0.0% of portfolio›$536
Root Financial Partners, LLC14
0.0% of portfolio›$536
True Wealth Design, LLC6
0.0% of portfolio›$230
Ascentis Wealth Management, LLC4
0.0% of portfolio›$153
Hughes Financial Services, LLC1
0.0% of portfolio›$33
SBI Securities Co., Ltd.1
0.0% of portfolio›$38
Fortitude Family Office, LLC1
0.0% of portfolio›$38
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
414,230$15.8M0.0%IndexLowAustin, TX2026-11-04
North Star Investment Management Corp.
169,300$6.5M0.3%CoreLowChicago, IL2026-10-27
Geode Capital Management, LLC
165,349$6.3M0.0%IndexVery LowBoston, MA2026-11-06
Bank of New York Mellon Corp
90,329$3.5M0.0%CoreLowNew York, NY2026-11-05
PNC Financial Services Group, Inc.
66,551$2.6M0.0%GrowthVery LowPittsburgh, PA2026-11-06
Russell Investments Group, Ltd.
37,960$1.5M0.0%CoreLowSeattle, WA2026-11-06
LSV Asset Management
25,917$991.0K0.0%Deep ValueMediumChicago, IL2026-11-06
Ritholtz Wealth Management
20,223$773.5K0.0%IndexLowNew York, NY2026-11-05
Bailard, Inc.
16,478$630.3K0.0%GrowthMediumFoster City, CA2026-10-13
Strs Ohio
13,900$531.7K0.0%CoreMediumColumbus, OH2026-10-30
Barclays PLC
11,755$449.6K0.0%CoreMediumLondon, United Kingdom2026-11-06
Deutsche Bank Ag\
5,387$206.1K0.0%CoreMediumFrankfurt Am Main, Hong Kong2026-11-06
Crestwood Advisors Group, LLC
5,234$200.2K0.0%GrowthLowBoston, MA2026-10-27
Simplex Trading, LLC
1,350$51.6K0.0%CoreVery HighChicago, IL2026-11-04
1620 Investment Advisors, Inc.
1,269$48.5K0.0%ValueLowPlymouth, MA2026-11-04
Citigroup Inc
1,046$40.0K0.0%CoreMediumNew York, NY2026-11-04
Covestor Ltd
1,031$390.0%ValueHighLondon, United Kingdom2026-10-30
Clearstead Advisors, LLC
922$35.3K0.0%ETFLowCleveland, OH2026-11-06
Harbor Capital Advisors, Inc.
842$32.0K0.0%ValueHighChicago, IL2026-10-22
Signaturefd, LLC
596$22.8K0.0%IndexLowAtlanta, GA2026-10-23
US Bancorp \de\
533$20.4K0.0%IndexLowMinneapolis, MN2026-11-05
Gamma Investing LLC
286$10.9K0.0%IndexVery LowFoster City, CA2026-10-08
Sterling Capital Management LLC
144$5.5K0.0%GARPMediumCharlotte, NC2026-10-22
IFP Advisors, Inc
125$4.8K0.0%GrowthLowTampa, FL2026-10-16
Fifth Third Bancorp
78$3.0K0.0%IndexVery LowCincinnati, OH2026-11-05
SJS Investment Consulting Inc.
46$1.8K0.0%ETFVery LowSylvania, OH2026-10-26
Allworth Financial LP
26$5990.0%IndexLowFolsom, CA2026-11-06
Essential Partners LLC
23$8800.0%ValueMediumRancho Santa Fe, CA2026-10-14
EverSource Wealth Advisors, LLC
22$8420.0%CoreMediumBirmingham, AL2026-11-04
Farther Finance Advisors, LLC
14$5360.0%IndexLowSan Francisco, CA2026-10-08
Root Financial Partners, LLC
14$5360.0%ETFMediumEncinitas, CA2026-10-21
True Wealth Design, LLC
6$2300.0%ETFMediumAkron, OH2026-10-13
Ascentis Wealth Management, LLC
4$1530.0%Agg GrowthLowDallas, TX2026-11-03
Hughes Financial Services, LLC
1$330.0%ETFLowHerndon, VA2026-10-30
SBI Securities Co., Ltd.
1$380.0%Agg GrowthLowTokyo, Mexico2026-10-22
Fortitude Family Office, LLC
1$380.0%ETFMediumScottsdale, AZ2026-10-14