Hamilton Beach Brands Ownership | Who Owns Hamilton Beach Brands?

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Hamilton Beach Brands Ownership Summary

Hamilton Beach Brands is owned by 34.49% institutional investors, 38.90% insiders, and 26.61% retail investors. Ameriprise financial is the largest institutional shareholder, holding 5.15% of HBB shares. Pacific Ridge Capital Ptnrs Micro Cp Val is the top mutual fund, with 2.45% of its assets in Hamilton Beach Brands shares.

HBB Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Hamilton Beach Brands	34.49%	38.90%	26.61%
Sector	Consumer Cyclical Stocks	59.80%	12.55%	27.65%
Industry	Furnishings, Fixtures & Appliances Stocks	56.77%	12.34%	30.89%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Ameriprise financial	728.77K	5.15%	$12.53M
Blackrock	570.26K	4.03%	$9.80M
Vanguard group	452.15K	3.19%	$7.77M
Pacific ridge capital partners	366.52K	2.59%	$6.30M
Dimensional fund advisors lp	365.37K	2.58%	$6.28M
Third avenue management	317.31K	2.24%	$5.45M
Geode capital management	183.58K	1.30%	$3.16M
North star investment management	153.45K	1.08%	$2.64M
Curbstone financial management	136.90K	0.99%	$2.30M
Acadian asset management	121.80K	0.86%	$2.09M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Pacific ridge capital partners	366.52K	1.51%	$6.30M
Third avenue management	317.31K	0.94%	$5.45M
Mork capital management	60.00K	0.81%	$1.03M
Curbstone financial management	136.90K	0.49%	$2.30M
North star investment management	153.45K	0.19%	$2.64M
Hillsdale investment management	110.00K	0.15%	$1.89M
Covestor	7.81K	0.09%	$134.00K
Navellier & associates	27.13K	0.05%	$466.42K
Bridgeway capital management	90.11K	0.04%	$1.55M
Rbf capital	33.00K	0.03%	$567.27K

Top Buyers

Holder	Shares	% Assets	Change
Blackrock	570.26K	0.00%	380.51K
Geode capital management	183.58K	0.00%	106.78K
Curbstone financial management	136.90K	0.49%	69.25K
State street	98.24K	0.00%	65.00K
American century companies	118.36K	0.00%	59.73K

Top Sellers

Holder	Shares	% Assets	Change
Millennium management	20.66K	0.00%	-144.98K
Jane street group	-	-	-102.24K
Azarias capital management	-	-	-88.61K
Susquehanna group, llp	-	-	-78.70K
Parkwood	-	-	-49.79K

New Positions

Holder	Shares	% Assets	Change	Value
Strs ohio	30.60K	0.00%	30.60K	$526.01K
Nuveen asset management	27.78K	0.00%	27.78K	$477.54K
Navellier & associates	27.13K	0.05%	27.13K	$466.42K
Invesco	24.39K	0.00%	24.39K	$419.33K
Charles schwab investment management	23.89K	0.00%	23.89K	$410.69K

Sold Out

Holder	Change
Northwestern mutual wealth management	-1.00
Advisor group	-20.00
Nisa investment advisors	-22.00
Federated hermes	-127.00
Tower research capital llc (trc)	-142.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	84	12.00%	4,777,146	-0.55%	34	2.98%	46	-2.13%	18	20.00%
Jun 30, 2024	74	-1.33%	4,735,809	5.58%	33	3.27%	47	11.90%	15	-6.25%
Mar 31, 2024	75	25.00%	4,485,371	9.39%	31	3.74%	42	13.51%	16	220.00%
Dec 31, 2023	60	20.00%	4,100,310	1.03%	29	3.52%	37	85.00%	5	-50.00%
Sep 30, 2023	50	4.17%	4,058,524	-1.86%	28	3.34%	20	25.00%	10	-33.33%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Pacific Ridge Capital Ptnrs Micro Cp Val	340.04K	2.45%	-19.49K
Small Cap Value Select	315.99K	2.31%	315.99K
Third Avenue Small Cap Value Composite	315.99K	2.31%	-
Third Avenue Small Cap Value Instl	315.99K	2.31%	-
Columbia Small Cap Value I	276.22K	2.02%	-22.87K
Columbia Small Cap Value I A	276.22K	2.02%	500.00
Vanguard Total Stock Mkt Idx Inv	262.48K	1.92%	-
iShares Russell 2000 ETF	220.20K	1.61%	-850.00
Avantis US Small Cap Value ETF	173.04K	1.26%	60.00
North Star Micro Cap I	142.00K	1.04%	53.95K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	-
2024 Q3	-	-
2024 Q2	-	-
2024 Q1	-	-
2023 Q4	1	-

HBB Ownership FAQ

Who Owns Hamilton Beach Brands?

Hamilton Beach Brands shareholders are primarily institutional investors at 34.49%, followed by 38.90% insiders and 26.61% retail investors. The average institutional ownership in Hamilton Beach Brands's industry, Furnishings, Fixtures & Appliances Stocks , is 56.77%, which Hamilton Beach Brands falls below.

Who owns the most shares of Hamilton Beach Brands?

Hamilton Beach Brands’s largest shareholders are Ameriprise financial (728.77K shares, 5.15%), Blackrock (570.26K shares, 4.03%), and Vanguard group (452.15K shares, 3.19%). Together, they hold 12.37% of Hamilton Beach Brands’s total shares outstanding.

Does Blackrock own Hamilton Beach Brands?

Yes, BlackRock owns 4.03% of Hamilton Beach Brands, totaling 570.26K shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 9.8M$. In the last quarter, BlackRock increased its holdings by 380.51K shares, a 200.52% change.

Who is Hamilton Beach Brands’s biggest shareholder by percentage of total assets invested?

Pacific ridge capital partners is Hamilton Beach Brands’s biggest shareholder by percentage of total assets invested, with 1.51% of its assets in 366.52K Hamilton Beach Brands shares, valued at 6.3M$.

Who is the top mutual fund holder of Hamilton Beach Brands shares?

Pacific Ridge Capital Ptnrs Micro Cp Val is the top mutual fund holder of Hamilton Beach Brands shares, with 2.45% of its total shares outstanding invested in 340.04K Hamilton Beach Brands shares.

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