Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in HBB held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 536K | $12.4M | +11.8% | 3.972% | 0.00% |
| 2 | BlackRock, Inc. | 533K | $12.3M | +3.8% | 3.945% | 0.00% |
| 3 | DIMENSIONAL FUND ADVISORS LP | 399K | $9.2M | +0.6% | 2.953% | 0.00% |
| 4 | Pacific Ridge Capital Partners, LLC | 341K | $7.9M | -0.8% | 2.529% | 1.43% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 253K | $5.8M | -15.6% | 1.874% | 0.00% |
| 6 | North Star Investment Management Corp. | 191K | $4.4M | 0.0% | 1.412% | 0.24% |
| 7 | AMERICAN CENTURY COMPANIES INC | 180K | $4.1M | -5.0% | 1.334% | 0.00% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 169K | $3.9M | +9.3% | 1.253% | 0.00% |
| 9 | STATE STREET CORP | 131K | $3.0M | +0.1% | 0.967% | 0.00% |
| 10 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 106K | $2.4M | +1.2% | 0.786% | 0.04% |
| 11 | Bank of New York Mellon Corp | 92K | $2.1M | +2.5% | 0.685% | 0.00% |
| 12 | Empowered Funds, LLC | 69K | $1.6M | +1.8% | 0.511% | 0.01% |
| 13 | PNC FINANCIAL SERVICES GROUP, INC. | 67K | $1.5M | 0.0% | 0.492% | 0.00% |
| 14 | NORTHERN TRUST CORP | 63K | $1.5M | +7.8% | 0.468% | 0.00% |
| 15 | VANGUARD PORTFOLIO MANAGEMENT LLC | 48K | $1.1M | +19.1% | 0.359% | 0.00% |
| 16 | MORGAN STANLEY | 44K | $1.0M | -3.3% | 0.329% | 0.00% |
| 17 | Russell Investments Group, Ltd. | 44K | $1.0M | +8.9% | 0.323% | 0.00% |
| 18 | VANGUARD FIDUCIARY TRUST CO | 41K | $954K | +10.2% | 0.307% | 0.00% |
| 19 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 36K | $834K | -15.0% | 0.268% | 0.00% |
| 20 | VICTORY CAPITAL MANAGEMENT INC | 32K | $741K | -16.2% | 0.238% | 0.00% |
| 21 | RBF Capital, LLC | 26K | $591K | 0.0% | 0.190% | 0.02% |
| 22 | RENAISSANCE TECHNOLOGIES LLC | 23K | $520K | -0.4% | 0.167% | 0.00% |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 22K | $496K | +12.3% | 0.160% | 0.00% |
| 24 | ENVESTNET ASSET MANAGEMENT INC | 21K | $481K | -7.9% | 0.155% | 0.00% |
| 25 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 20K | $466K | -30.5% | 0.150% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in HBB — a direct measure of their conviction.
Filings activity in HBB during Q2 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 79 | +5.3% | 27.72% | 0.24 pp | $85M | +21% |
| Q1 2026 | 75 | +4.2% | 27.96% | 0.09 pp | $70M | +16% |
| Q4 2025 | 72 | +1.4% | 28.05% | 1.22 pp | $60M | +9.9% |
| Q3 2025 | 71 | 7.8% | 29.27% | 2.40 pp | $55M | 24% |
| Q2 2025 | 77 | 4.9% | 31.67% | 0.78 pp | $73M | 11% |
| Q1 2025 | 81 | +0.0% | 32.45% | 1.83 pp | $82M | +11% |
| Q4 2024 | 81 | +0.0% | 34.28% | 0.87 pp | $74M | 46% |
| Q3 2024 | 81 | — | 35.15% | — | $137M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying HBB stock.
Based on Q2 2026 13F filings, institutional ownership of Hamilton Beach Brands Holding Company stands at 27.7%, held across 79 reporting institutions.
AMERIPRISE FINANCIAL INC is the largest reported institutional holder of HBB, with approximately 536,337 shares worth $0.01B as of Q2 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of HBB, including RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for HBB is 53 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
11 institutions opened new positions in HBB during Q2 2026, while 6 fully exited. 57 added to existing positions and 11 trimmed.
HBB institutional ownership fell by 0.24 percentage points quarter-over-quarter, with a net change of +4 holders.
The top 10 institutions account for 77.0% of all reported 13F value in HBB, and the top 25 account for 94.6%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Hamilton Beach Brands Holding Company (HBB) Institutional Ownership