Hamilton Beach Brands Ownership | Who Owns Hamilton Beach Brands?

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Hamilton Beach Brands Ownership Summary

Hamilton Beach Brands is owned by 25.76% institutional investors, 38.90% insiders, and 35.34% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 4.26% 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	25.76%	38.90%	35.34%
Sector	Consumer Cyclical Stocks	48.44%	13.23%	38.33%
Industry	Furnishings, Fixtures & Appliances Stocks	42.26%	13.51%	44.23%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	589.43K	4.26%	$9.92M
Blackrock	570.26K	4.03%	$9.80M
Ameriprise financial	432.09K	3.12%	$7.27M
Vanguard group	428.73K	3.10%	$7.22M
Dimensional fund advisors lp	394.82K	2.85%	$6.64M
Pacific ridge capital partners	337.06K	2.43%	$5.67M
Third avenue management	297.49K	2.15%	$5.01M
North star investment management	214.20K	1.55%	$3.60M
American century companies	196.72K	1.42%	$3.31M
Geode capital management	161.73K	1.17%	$2.72M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Pacific ridge capital partners	337.06K	1.30%	$5.67M
Third avenue management	297.49K	0.97%	$5.01M
Mork capital management	60.00K	0.66%	$1.01M
Curbstone financial management	136.90K	0.49%	$2.30M
North star investment management	214.20K	0.25%	$3.60M
Navellier & associates	26.23K	0.05%	$441.50K
Bridgeway capital management	107.14K	0.04%	$1.80M
State of wyoming	13.10K	0.03%	$220.47K
Rbf capital	27.51K	0.02%	$463.04K
Hillsdale investment management	25.66K	0.02%	$431.87K

Top Buyers

Holder	Shares	% Assets	Change
Blackrock	570.26K	0.00%	380.51K
Curbstone financial management	136.90K	0.49%	69.25K
State street	98.24K	0.00%	65.00K
North star investment management	214.20K	0.25%	60.75K
American century companies	196.72K	0.00%	35.74K

Top Sellers

Holder	Shares	% Assets	Change
Invesco	-	-	-130.91K
Azarias capital management	-	-	-88.61K
Hillsdale investment management	25.66K	0.02%	-85.94K
Parkwood	-	-	-49.79K
Ameriprise financial	432.09K	0.00%	-36.87K

New Positions

Holder	Shares	% Assets	Change	Value
Strs ohio	30.60K	0.00%	30.60K	$526.01K
Qube research	26.11K	0.00%	26.11K	$439.51K
Squarepoint ops	15.74K	0.00%	15.74K	$264.89K
Hrt financial lp	13.20K	0.00%	13.20K	$222.00K
State of wyoming	13.10K	0.03%	13.10K	$220.47K

Sold Out

Holder	Change
Northwestern mutual wealth management	-1.00
Capital performance advisors llp	-1.00
Nisa investment advisors	-22.00
Covestor	-33.00
Federated hermes	-127.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	52	-38.82%	3,567,612	-25.32%	25	2.17%	23	-50.00%	14	-26.32%
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%

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 Instl	296.98K	2.20%	-19.01K
Columbia Small Cap Value I	294.54K	2.18%	18.32K
Columbia Small Cap Value I A	294.34K	2.18%	-200.00
Third Avenue Small Cap Value Composite	296.98K	2.17%	-19.01K
Vanguard US Total Market Shares ETF	290.58K	2.15%	-
Vanguard Total Stock Mkt Idx Inv	262.48K	1.94%	-
iShares Russell 2000 ETF	214.72K	1.56%	-1.87K
Avantis US Small Cap Value ETF	180.55K	1.31%	-

Insider Transactions Trends

Date	Buy	Sell
2025 Q2	-	-
2025 Q1	-	-
2024 Q4	-	-
2024 Q3	-	-
2024 Q2	-	-

HBB Ownership FAQ

Who Owns Hamilton Beach Brands?

Hamilton Beach Brands shareholders are primarily institutional investors at 25.76%, followed by 38.90% insiders and 35.34% retail investors. The average institutional ownership in Hamilton Beach Brands's industry, Furnishings, Fixtures & Appliances Stocks , is 42.26%, which Hamilton Beach Brands falls below.

Who owns the most shares of Hamilton Beach Brands?

Hamilton Beach Brands’s largest shareholders are Blackrock funding, inc. /de (589.43K shares, 4.26%), Blackrock (570.26K shares, 4.03%), and Ameriprise financial (432.09K shares, 3.12%). Together, they hold 11.40% 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 1.30% of its assets in 337.06K Hamilton Beach Brands shares, valued at 5.67M$.

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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