Hamilton Beach Brands Company Ownership | Who Owns Hamilton Beach Brands Company?
Hamilton Beach Brands Company Ownership Summary
Hamilton Beach Brands Company 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 Company shares.
HBB Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Hamilton Beach Brands Company | 34.49% | 38.90% | 26.61% |
| Sector | Consumer Cyclical Stocks | 59.49% | 12.59% | 27.92% |
| 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 |
| Acadian asset management | 121.80K | 0.86% | $2.09M |
| American century companies | 118.36K | 0.84% | $2.03M |
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 |
| 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 |
| Ritholtz wealth management | 41.09K | 0.02% | $706.30K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 570.26K | 0.00% | 380.51K |
| Geode capital management | 183.58K | 0.00% | 106.78K |
| State street | 98.24K | 0.00% | 65.00K |
| American century companies | 118.36K | 0.00% | 59.73K |
| Vanguard group | 452.15K | 0.00% | 43.49K |
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 |
| Empowered funds | 25.91K | 0.01% | 25.91K | $445.43K |
| Invesco | 24.39K | 0.00% | 24.39K | $419.33K |
Sold Out
| Holder | Change |
|---|---|
| Northwestern mutual wealth management | -1.00 |
| Advisor group | -20.00 |
| Federated hermes | -127.00 |
| Tower research capital llc (trc) | -142.00 |
| Macquarie group | -257.00 |
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 | 2.27% | - |
| Columbia Small Cap Value I | 299.09K | 2.15% | -173.38K |
| Columbia Small Cap Value I A | 272.42K | 1.99% | -26.67K |
| Vanguard Total Stock Mkt Idx Inv | 263.98K | 1.93% | -26.60K |
| iShares Russell 2000 ETF | 210.61K | 1.54% | -476.00 |
| Avantis US Small Cap Value ETF | 150.30K | 1.10% | - |
| Adara Smaller Companies | 128.16K | 0.94% | -1.91K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | - |
| 2024 Q3 | - | - |
| 2024 Q2 | - | - |
| 2024 Q1 | - | - |
| 2023 Q4 | 1 | - |
HBB Ownership FAQ
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