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Hamilton Beach Brand (HBB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Dimensional Fund Advisors LP
INCREASED
Shares414,230 from 398,697
Change+15,533 (+4%)
Value$15.8M (+$6.7M)
Filed 2026-11-04
North Star Investment Management Corp.
DECREASED
Shares169,300 from 190,600
Change-21,300 (-11%)
Value$6.5M (+$2.1M)
Filed 2026-10-27
Geode Capital Management, LLC
DECREASED
Shares165,349 from 169,202
Change-3,853 (-2%)
Value$6.3M (+$2.4M)
Filed 2026-11-06
Bank of New York Mellon Corp
DECREASED
Shares90,329 from 92,468
Change-2,139 (-2%)
Value$3.5M (+$1.3M)
Filed 2026-11-05
PNC Financial Services Group, Inc.
INCREASED
Shares66,551 from 66,500
Change+51 (+0%)
Value$2.6M (+$1.0M)
Filed 2026-11-06
Russell Investments Group, Ltd.
DECREASED
Shares37,960 from 43,668
Change-5,708 (-13%)
Value$1.5M (+$446.3K)
Filed 2026-11-06
LSV Asset Management
UNCHANGED
Shares25,917 from 25,917
Change0 (0%)
Value$991.0K (+$394.0K)
Filed 2026-11-06
Ritholtz Wealth Management
NEW
Shares20,223
Change+20,223
Value$773.5K
Filed 2026-11-05
Bailard, Inc.
UNCHANGED
Shares16,478 from 16,478
Change0 (0%)
Value$630.3K (+$250.8K)
Filed 2026-10-13
Strs Ohio
NEW
Shares13,900
Change+13,900
Value$531.7K
Filed 2026-10-30
Barclays PLC
INCREASED
Shares11,755 from 10,040
Change+1,715 (+17%)
Value$449.6K (+$218.4K)
Filed 2026-11-06
Deutsche Bank Ag\
DECREASED
Shares5,387 from 6,148
Change-761 (-12%)
Value$206.1K (+$64.5K)
Filed 2026-11-06
Crestwood Advisors Group, LLC
NEW
Shares5,234
Change+5,234
Value$200.2K
Filed 2026-10-27
Simplex Trading, LLC
NEW
Shares1,350
Change+1,350
Value$51.6K
Filed 2026-11-04
1620 Investment Advisors, Inc.
UNCHANGED
Shares1,269 from 1,269
Change0 (0%)
Value$48.5K (+$19.3K)
Filed 2026-11-04
Citigroup Inc
DECREASED
Shares1,046 from 3,364
Change-2,318 (-69%)
Value$40.0K (-$37.5K)
Filed 2026-11-04
Covestor Ltd
NEW
Shares1,031
Change+1,031
Value$39
Filed 2026-10-30
Clearstead Advisors, LLC
UNCHANGED
Shares922 from 922
Change0 (0%)
Value$35.3K (+$14.0K)
Filed 2026-11-06
Harbor Capital Advisors, Inc.
NEW
Shares842
Change+842
Value$32.0K
Filed 2026-10-22
Signaturefd, LLC
NEW
Shares596
Change+596
Value$22.8K
Filed 2026-10-23
US Bancorp \de\
NEW
Shares533
Change+533
Value$20.4K
Filed 2026-11-05
Gamma Investing LLC
INCREASED
Shares286 from 106
Change+180 (+170%)
Value$10.9K (+$8.5K)
Filed 2026-10-08
Sterling Capital Management LLC
INCREASED
Shares144 from 132
Change+12 (+9%)
Value$5.5K (+$2.5K)
Filed 2026-10-22
IFP Advisors, Inc
INCREASED
Shares125 from 15
Change+110 (+733%)
Value$4.8K (+$4.4K)
Filed 2026-10-16
Fifth Third Bancorp
NEW
Shares78
Change+78
Value$3.0K
Filed 2026-11-05
SJS Investment Consulting Inc.
NEW
Shares46
Change+46
Value$1.8K
Filed 2026-10-26
Allworth Financial LP
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$599 ($0)
Filed 2026-11-06
Essential Partners LLC
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$880 (+$350)
Filed 2026-10-14
EverSource Wealth Advisors, LLC
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$842 (+$335)
Filed 2026-11-04
Root Financial Partners, LLC
NEW
Shares14
Change+14
Value$536
Filed 2026-10-21
Farther Finance Advisors, LLC
INCREASED
Shares14 from 5
Change+9 (+180%)
Value$536 (+$422)
Filed 2026-10-08
True Wealth Design, LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$230 (+$91)
Filed 2026-10-13
Ascentis Wealth Management, LLC
NEW
Shares4
Change+4
Value$153
Filed 2026-11-03
Hughes Financial Services, LLC
NEW
Shares1
Change+1
Value$33
Filed 2026-10-30
Fortitude Family Office, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$38 (+$15)
Filed 2026-10-14
SBI Securities Co., Ltd.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$38 (+$15)
Filed 2026-10-22
Curbstone Financial Management Corp
CLOSED
Shares0 from 23,632
Change-23,632 (-100%)
Value$0 (-$544.2K)
Filed 2026-10-21
LPL Financial LLC
CLOSED
Shares0 from 9,643
Change-9,643 (-100%)
Value$0 (-$222.1K)
Filed 2026-11-06
Investors Research Corp
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$6.9K)
Filed 2026-10-07
Wealth Enhancement Trust Services, Inc.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$23)
Filed 2026-10-07
Ameriprise Financial Inc
N/A
Shares— from 536,337
Change-536,337 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 532,666
Change-532,666 (-100%)
Value—
Pacific Ridge Capital Partners, LLC
N/A
Shares— from 341,468
Change-341,468 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 253,077
Change-253,077 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 180,073
Change-180,073 (-100%)
Value—
State Street Corp
N/A
Shares— from 130,525
Change-130,525 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 106,137
Change-106,137 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 68,937
Change-68,937 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 63,133
Change-63,133 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 48,421
Change-48,421 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 44,404
Change-44,404 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 41,417
Change-41,417 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 36,208
Change-36,208 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 32,170
Change-32,170 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 26,478
Change-26,478 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 25,647
Change-25,647 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 22,600
Change-22,600 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 21,547
Change-21,547 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 20,897
Change-20,897 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 20,239
Change-20,239 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 18,724
Change-18,724 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 14,603
Change-14,603 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 12,576
Change-12,576 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 11,743
Change-11,743 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 11,296
Change-11,296 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 10,496
Change-10,496 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 10,202
Change-10,202 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 9,407
Change-9,407 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 9,359
Change-9,359 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 6,099
Change-6,099 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 5,900
Change-5,900 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 5,881
Change-5,881 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 3,958
Change-3,958 (-100%)
Value—
FMR LLC
N/A
Shares— from 3,420
Change-3,420 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 3,354
Change-3,354 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 3,329
Change-3,329 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 3,201
Change-3,201 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 2,254
Change-2,254 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,733
Change-1,733 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,685
Change-1,685 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 1,147
Change-1,147 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,105
Change-1,105 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 835
Change-835 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 618
Change-618 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 250
Change-250 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 209
Change-209 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 99
Change-99 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 82
Change-82 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 6
Change-6 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Dimensional Fund Advisors LP
INCREASED414,230398,697+15,533+4%$9.2M$15.8M+$6.7M2026-11-04
North Star Investment Management Corp.
DECREASED169,300190,600-21,300-11%$4.4M$6.5M+$2.1M2026-10-27
Geode Capital Management, LLC
DECREASED165,349169,202-3,853-2%$3.9M$6.3M+$2.4M2026-11-06
Bank of New York Mellon Corp
DECREASED90,32992,468-2,139-2%$2.1M$3.5M+$1.3M2026-11-05
PNC Financial Services Group, Inc.
INCREASED66,55166,500+51+0%$1.5M$2.6M+$1.0M2026-11-06
Russell Investments Group, Ltd.
DECREASED37,96043,668-5,708-13%$1.0M$1.5M+$446.3K2026-11-06
LSV Asset Management
UNCHANGED25,91725,91700%$597.0K$991.0K+$394.0K2026-11-06
Ritholtz Wealth Management
NEW20,223—+20,223——$773.5K—2026-11-05
Bailard, Inc.
UNCHANGED16,47816,47800%$379.5K$630.3K+$250.8K2026-10-13
Strs Ohio
NEW13,900—+13,900——$531.7K—2026-10-30
Barclays PLC
INCREASED11,75510,040+1,715+17%$231.2K$449.6K+$218.4K2026-11-06
Deutsche Bank Ag\
DECREASED5,3876,148-761-12%$141.6K$206.1K+$64.5K2026-11-06
Crestwood Advisors Group, LLC
NEW5,234—+5,234——$200.2K—2026-10-27
Simplex Trading, LLC
NEW1,350—+1,350——$51.6K—2026-11-04
1620 Investment Advisors, Inc.
UNCHANGED1,2691,26900%$29.2K$48.5K+$19.3K2026-11-04
Citigroup Inc
DECREASED1,0463,364-2,318-69%$77.5K$40.0K-$37.5K2026-11-04
Covestor Ltd
NEW1,031—+1,031——$39—2026-10-30
Clearstead Advisors, LLC
UNCHANGED92292200%$21.2K$35.3K+$14.0K2026-11-06
Harbor Capital Advisors, Inc.
NEW842—+842——$32.0K—2026-10-22
Signaturefd, LLC
NEW596—+596——$22.8K—2026-10-23
US Bancorp \de\
NEW533—+533——$20.4K—2026-11-05
Gamma Investing LLC
INCREASED286106+180+170%$2.4K$10.9K+$8.5K2026-10-08
Sterling Capital Management LLC
INCREASED144132+12+9%$3.0K$5.5K+$2.5K2026-10-22
IFP Advisors, Inc
INCREASED12515+110+733%$345$4.8K+$4.4K2026-10-16
Fifth Third Bancorp
NEW78—+78——$3.0K—2026-11-05
SJS Investment Consulting Inc.
NEW46—+46——$1.8K—2026-10-26
Allworth Financial LP
UNCHANGED262600%$599$599$02026-11-06
Essential Partners LLC
UNCHANGED232300%$530$880+$3502026-10-14
EverSource Wealth Advisors, LLC
UNCHANGED222200%$507$842+$3352026-11-04
Root Financial Partners, LLC
NEW14—+14——$536—2026-10-21
Farther Finance Advisors, LLC
INCREASED145+9+180%$114$536+$4222026-10-08
True Wealth Design, LLC
UNCHANGED6600%$139$230+$912026-10-13
Ascentis Wealth Management, LLC
NEW4—+4——$153—2026-11-03
Hughes Financial Services, LLC
NEW1—+1——$33—2026-10-30
Fortitude Family Office, LLC
UNCHANGED1100%$23$38+$152026-10-14
SBI Securities Co., Ltd.
UNCHANGED1100%$23$38+$152026-10-22
Curbstone Financial Management Corp
CLOSED023,632-23,632-100%$544.2K$0-$544.2K2026-10-21
LPL Financial LLC
CLOSED09,643-9,643-100%$222.1K$0-$222.1K2026-11-06
Investors Research Corp
CLOSED0300-300-100%$6.9K$0-$6.9K2026-10-07
Wealth Enhancement Trust Services, Inc.
CLOSED01-1-100%$23$0-$232026-10-07
Ameriprise Financial Inc
N/A—536,337-536,337-100%$12.4M———
BlackRock, Inc.
N/A—532,666-532,666-100%$12.3M———
Pacific Ridge Capital Partners, LLC
N/A—341,468-341,468-100%$7.9M———
Vanguard Capital Management LLC
N/A—253,077-253,077-100%$5.8M———
American Century Companies Inc
N/A—180,073-180,073-100%$4.1M———
State Street Corp
N/A—130,525-130,525-100%$3.0M———
Bridgeway Capital Management, LLC
N/A—106,137-106,137-100%$2.4M———
Empowered Funds, LLC
N/A—68,937-68,937-100%$1.6M———
Northern Trust Corp
N/A—63,133-63,133-100%$1.5M———
Vanguard Portfolio Management LLC
N/A—48,421-48,421-100%$1.1M———
Morgan Stanley
N/A—44,404-44,404-100%$1.0M———
Vanguard Fiduciary Trust Co
N/A—41,417-41,417-100%$953.8K———
Arrowstreet Capital, Limited Partnership
N/A—36,208-36,208-100%$833.9K———
Victory Capital Management Inc
N/A—32,170-32,170-100%$740.9K———
GSA Capital Partners LLP
N/A—26,478-26,478-100%$610.0K———
RBF Capital, LLC
N/A—25,647-25,647-100%$590.7K———
Renaissance Technologies LLC
N/A—22,600-22,600-100%$520.5K———
Charles Schwab Investment Management Inc
N/A—21,547-21,547-100%$496.2K———
Envestnet Asset Management Inc
N/A—20,897-20,897-100%$481.3K———
O'shaughnessy Asset Management, LLC
N/A—20,239-20,239-100%$466.1K———
Squarepoint Ops LLC
N/A—18,724-18,724-100%$431.2K———
Goldman Sachs Group Inc
N/A—14,603-14,603-100%$336.3K———
AQR Capital Management LLC
N/A—12,576-12,576-100%$289.6K———
Mariner, LLC
N/A—11,743-11,743-100%$270.4K———
Baird Financial Group, Inc.
N/A—11,296-11,296-100%$260.1K———
Two Sigma Investments, LP
N/A—10,496-10,496-100%$241.7K———
Nuveen, LLC
N/A—10,202-10,202-100%$235.0K———
Invesco Ltd.
N/A—9,407-9,407-100%$216.6K———
Koss-Olinger Consulting, LLC
N/A—9,359-9,359-100%$215.5K———
Wells Fargo & Company
N/A—6,099-6,099-100%$140.5K———
Rhumbline Advisers
N/A—5,900-5,900-100%$135.9K———
Acadian Asset Management LLC
N/A—5,881-5,881-100%$135.0K———
JPMorgan Chase & Co
N/A—3,958-3,958-100%$86.0K———
FMR LLC
N/A—3,420-3,420-100%$78.8K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—3,354-3,354-100%$77.2K———
Osaic Holdings, Inc.
N/A—3,329-3,329-100%$76.7K———
Police & Firemen's Retirement System of New Jersey
N/A—3,201-3,201-100%$73.7K———
Vanguard Global Advisers, LLC
N/A—2,254-2,254-100%$51.9K———
New York State Common Retirement Fund
N/A—1,900-1,900-100%$43.8K———
UBS Group AG
N/A—1,733-1,733-100%$39.9K———
Royal Bank of Canada
N/A—1,685-1,685-100%$38.0K———
BNP Paribas Financial Markets
N/A—1,147-1,147-100%$26.4K———
Tower Research Capital LLC (TRC)
N/A—1,105-1,105-100%$25.4K———
Ameritas Investment Partners, Inc.
N/A—835-835-100%$19.2K———
Legal & General Group Plc
N/A—618-618-100%$14.2K———
Whittier Trust Co of Nevada Inc
N/A—250-250-100%$5.3K———
Arax Advisory Partners
N/A—209-209-100%$4.8K———
California State Teachers Retirement System
N/A—99-99-100%$2.3K———
Northwestern Mutual Wealth Management Co
N/A—82-82-100%$1.9K———
Optiver Holding B.V.
N/A—6-6-100%$138———
Rothschild Investment LLC
N/A—6-6-100%$138———
Transamerica Financial Advisors, LLC
N/A—4-4-100%$92———
Huntington National Bank
N/A—1-1-100%$23———
Showing 93 of 93 institutions