Recent Quarter Total Invested
$81.41 M
Recent Quarter Institutional Ownership Percentage
33.44%
Total Invested of Last Quarter
$109.25 M
Ownership Percentage of Last Quarter
31.96%
Hamilton Beach Brands Holding Company Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | 08/14/2024 | 728,769 | $12.53 M | 2.90% | 5.15% |
| BLACKROCK INC. | 08/13/2024 | 570,265 | $9.80 M | 200.52% | 4.03% |
| VANGUARD GROUP INC | 08/13/2024 | 452,150 | $7.77 M | 10.64% | 3.19% |
| PACIFIC RIDGE CAPITAL PARTNERS, LLC | 08/15/2024 | 366,518 | $6.30 M | -4.12% | 2.59% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 365,369 | $6.28 M | 5.65% | 2.58% |
| THIRD AVENUE MANAGEMENT LLC | 08/13/2024 | 317,313 | $5.45 M | 0.00% | 2.24% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 183,576 | $3.16 M | 139.05% | 1.30% |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | 08/06/2024 | 153,451 | $2.64 M | 0.92% | 1.08% |
| ACADIAN ASSET MANAGEMENT LLC | 08/06/2024 | 121,804 | $2.09 M | 35.27% | 0.86% |
| AMERICAN CENTURY COMPANIES INC | 08/07/2024 | 118,355 | $2.03 M | 101.87% | 0.84% |
| HILLSDALE INVESTMENT MANAGEMENT INC. | 08/13/2024 | 110,000 | $1.89 M | -2.57% | 0.78% |
| STATE STREET CORP | 08/14/2024 | 98,237 | $1.69 M | 195.55% | 0.69% |
| BANK OF NEW YORK MELLON CORP | 07/25/2024 | 91,315 | $1.57 M | 34.22% | 0.64% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2024 | 90,112 | $1.55 M | 89.77% | 0.64% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 08/14/2024 | 83,188 | $1.43 M | 22.01% | 0.59% |
| MORK CAPITAL MANAGEMENT, LLC | 08/14/2024 | 60,000 | $1.03 M | 0.00% | 0.42% |
| JANNEY MONTGOMERY SCOTT LLC | 07/25/2024 | 41,857 | $720,000 | 2.58% | 0.30% |
| RITHOLTZ WEALTH MANAGEMENT | 08/01/2024 | 41,088 | $706,297 | 39.15% | 0.29% |
| RENAISSANCE TECHNOLOGIES LLC | 08/09/2024 | 34,007 | $584,580 | 78.98% | 0.24% |
| RBF CAPITAL, LLC | 08/14/2024 | 33,000 | $567,270 | 0.00% | 0.23% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/08/2024 | 30,704 | $527,816 | 13.47% | 0.22% |
| STRS OHIO | 08/05/2024 | 30,600 | $526,014 | 100.00% | 0.22% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/09/2024 | 29,550 | $507,965 | 32.21% | 0.21% |
| MORGAN STANLEY | 10/17/2024 | 29,089 | $500,040 | -8.26% | 0.21% |
| NUVEEN ASSET MANAGEMENT, LLC | 08/09/2024 | 27,780 | $477,538 | 100.00% | 0.20% |
| NORTHERN TRUST CORP | 08/14/2024 | 27,716 | $476,438 | 8.83% | 0.20% |
| NAVELLIER & ASSOCIATES INC | 08/08/2024 | 27,133 | $466,416 | 100.00% | 0.19% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/14/2024 | 26,551 | $456,000 | -47.43% | 0.19% |
| EMPOWERED FUNDS, LLC | 07/30/2024 | 25,912 | $445,427 | 100.00% | 0.18% |
| INVESCO LTD. | 08/13/2024 | 24,394 | $419,332 | 100.00% | 0.17% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/12/2024 | 23,891 | $410,686 | 100.00% | 0.17% |
| CWM, LLC | 07/10/2024 | 22,360 | $384,000 | 0.02% | 0.16% |
| ROYAL BANK OF CANADA | 11/06/2024 | 22,252 | $382,000 | 14.11% | 0.16% |
| GOLDMAN SACHS GROUP INC | 08/13/2024 | 21,507 | $369,705 | -58.41% | 0.15% |
| PRIVIUM FUND MANAGEMENT (UK) LTD | 08/02/2024 | 21,492 | $356,122 | 100.00% | 0.15% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2024 | 20,664 | $355,214 | -87.52% | 0.15% |
| CITADEL ADVISORS LLC | 08/14/2024 | 19,745 | $339,417 | 78.12% | 0.14% |
| ANCORA ADVISORS, LLC | 08/14/2024 | 19,080 | $327,985 | -51.84% | 0.13% |
| MARTINGALE ASSET MANAGEMENT L P | 08/12/2024 | 17,666 | $303,679 | 100.00% | 0.12% |
| LAZARD ASSET MANAGEMENT LLC | 08/14/2024 | 17,407 | $299,000 | 116.69% | 0.12% |
| DYNAMIC TECHNOLOGY LAB PRIVATE LTD | 08/15/2024 | 17,253 | $297,000 | 100.00% | 0.12% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 08/09/2024 | 16,791 | $288,637 | -15.93% | 0.12% |
| CRESTWOOD ADVISORS GROUP LLC | 08/01/2024 | 15,400 | $264,726 | 0.00% | 0.11% |
| MAN GROUP PLC | 08/14/2024 | 14,166 | $243,514 | -49.68% | 0.10% |
| WINTON GROUP LTD | 08/09/2024 | 11,846 | $203,633 | 100.00% | 0.08% |
| BAIRD FINANCIAL GROUP, INC. | 08/14/2024 | 11,296 | $194,178 | 0.00% | 0.08% |
| BANK OF MONTREAL /CAN/ | 08/14/2024 | 11,229 | $213,913 | 100.00% | 0.08% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 10,548 | $181,320 | -38.11% | 0.07% |
| SEI INVESTMENTS CO | 08/13/2024 | 10,534 | $181,079 | 100.00% | 0.07% |
| XTX TOPCO LTD | 08/12/2024 | 10,379 | $178,415 | 100.00% | 0.07% |
Hamilton Beach Brands Holding Companyinstitutional Ownership - Frequently Asked Questions
-
Who are the largest shareholders of HBB shares?
During the previous two years, 89 institutional investors and hedge funds held shares of Hamilton Beach Brands Holding Company. The most heavily invested institutionals were:
Privium Fund Management (UK) Ltd: 0
AMERIPRISE FINANCIAL INC: 728,769
BlackRock Inc.: 570,265
VANGUARD GROUP INC: 452,150
Pacific Ridge Capital Partners, LLC: 366,518
DIMENSIONAL FUND ADVISORS LP: 365,369
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What percentage of Hamilton Beach Brands Holding Company stock is owned by institutional investors?
33.44% of Hamilton Beach Brands Holding Company stock is owned by institutional investors.
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How much institutional buying is happening at HBB ?
Institutional investors have bought a total of 4.45 M shares in the last 24 months. This purchase volume represents approximately $98.31 M in transactions.