Recent Quarter Total Invested
$145.37 M
Recent Quarter Institutional Ownership Percentage
34.49%
Total Invested of Last Quarter
$82.57 M
Ownership Percentage of Last Quarter
34.04%
Hamilton Beach Brands Holding Company Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 593,699 | $18.07 M | 100.00% | 4.29% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 468,959 | $14.27 M | -35.65% | 3.39% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 365,359 | $11.12 M | 0.00% | 2.64% |
| PACIFIC RIDGE CAPITAL PARTNERS, LLC | 11/13/2024 | 341,412 | $10.39 M | -6.85% | 2.46% |
| THIRD AVENUE MANAGEMENT LLC | 11/14/2024 | 316,634 | $9.64 M | -0.21% | 2.29% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 161,985 | $4.93 M | -11.76% | 1.17% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2024 | 160,981 | $4.90 M | 36.02% | 1.16% |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | 10/30/2024 | 153,451 | $4.67 M | 0.00% | 1.11% |
| INVESCO LTD. | 11/12/2024 | 130,907 | $3.98 M | 436.64% | 0.95% |
| ACADIAN ASSET MANAGEMENT LLC | 11/12/2024 | 109,072 | $3.32 M | -10.45% | 0.79% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 11/12/2024 | 108,099 | $3.26 M | 29.95% | 0.78% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2024 | 105,857 | $3.22 M | 17.47% | 0.76% |
| STATE STREET CORP | 11/14/2024 | 98,342 | $2.99 M | 0.11% | 0.71% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 94,662 | $2.88 M | 3.67% | 0.68% |
| CURBSTONE FINANCIAL MANAGEMENT CORP | 10/03/2024 | 67,646 | $2.06 M | 0.00% | 0.49% |
| MORK CAPITAL MANAGEMENT, LLC | 11/14/2024 | 60,000 | $1.83 M | 0.00% | 0.43% |
| RITHOLTZ WEALTH MANAGEMENT | 10/10/2024 | 54,321 | $1.65 M | 32.21% | 0.39% |
| JANNEY MONTGOMERY SCOTT LLC | 10/29/2024 | 52,296 | $1.59 M | 24.94% | 0.38% |
| EMPOWERED FUNDS, LLC | 11/06/2024 | 41,657 | $1.27 M | 60.76% | 0.30% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 41,272 | $1.26 M | 21.36% | 0.30% |
| MORGAN STANLEY | 11/14/2024 | 39,949 | $1.22 M | 37.33% | 0.29% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/14/2024 | 38,062 | $1.16 M | 43.35% | 0.27% |
| RBF CAPITAL, LLC | 11/14/2024 | 33,000 | $1.00 M | 0.00% | 0.24% |
| CITADEL ADVISORS LLC | 11/14/2024 | 29,695 | $903,619 | 50.39% | 0.21% |
| PNC FINANCIAL SERVICES GROUP, INC. | 11/08/2024 | 29,550 | $899,207 | 0.00% | 0.21% |
| EAM INVESTORS, LLC | 11/13/2024 | 28,644 | $871,637 | 100.00% | 0.21% |
| LAZARD ASSET MANAGEMENT LLC | 11/14/2024 | 26,708 | $812,000 | 53.43% | 0.19% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 23,891 | $727,003 | 0.00% | 0.17% |
| CWM, LLC | 10/08/2024 | 22,391 | $681,000 | 0.14% | 0.16% |
| ROYAL BANK OF CANADA | 11/14/2024 | 22,251 | $677,000 | 0.00% | 0.16% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 22,164 | $674,451 | -20.22% | 0.16% |
| FIRST TRUST ADVISORS LP | 11/13/2024 | 20,951 | $637,538 | 100.00% | 0.15% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 19,109 | $581,487 | -11.15% | 0.14% |
| STRS OHIO | 11/01/2024 | 19,000 | $578,170 | -37.91% | 0.14% |
| TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC | 11/12/2024 | 18,327 | $557,691 | 100.00% | 0.13% |
| MARTINGALE ASSET MANAGEMENT L P | 11/14/2024 | 17,688 | $538,246 | 0.12% | 0.13% |
| BARCLAYS PLC | 11/19/2024 | 16,112 | $491,000 | 79.28% | 0.12% |
| NAVELLIER & ASSOCIATES INC | 11/12/2024 | 15,698 | $477,690 | -42.14% | 0.11% |
| CRESTWOOD ADVISORS GROUP LLC | 10/30/2024 | 15,451 | $470,174 | 0.33% | 0.11% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 12,139 | $369,389 | 223.88% | 0.09% |
| BAIRD FINANCIAL GROUP, INC. | 11/14/2024 | 11,296 | $343,737 | 0.00% | 0.08% |
| SEI INVESTMENTS CO | 11/12/2024 | 10,534 | $320,550 | 0.00% | 0.08% |
| WALLEYE CAPITAL LLC | 11/14/2024 | 10,044 | $305,639 | 100.00% | 0.07% |
| RHUMBLINE ADVISERS | 11/12/2024 | 9,474 | $288,286 | -8.39% | 0.07% |
| JOHNSON INVESTMENT COUNSEL INC | 11/04/2024 | 8,500 | $258,655 | 100.00% | 0.06% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 8,221 | $250.17 M | -22.06% | 0.06% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 11/08/2024 | 8,083 | $245,966 | -51.86% | 0.06% |
| D'ORAZIO & ASSOCIATES, INC. | 11/05/2024 | 7,964 | $242,345 | 100.00% | 0.06% |
| AVIVA PLC | 11/14/2024 | 7,615 | $231,724 | 100.00% | 0.06% |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 11/12/2024 | 7,040 | $212,115 | 100.00% | 0.05% |
Hamilton Beach Brands Holding Companyinstitutional Ownership - Frequently Asked Questions
-
Who are the largest shareholders of HBB shares?
During the previous two years, 95 institutional investors and hedge funds held shares of Hamilton Beach Brands Holding Company. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 593,699
AMERIPRISE FINANCIAL INC: 468,959
DIMENSIONAL FUND ADVISORS LP: 365,359
Pacific Ridge Capital Partners, LLC: 341,412
THIRD AVENUE MANAGEMENT LLC: 316,634
GEODE CAPITAL MANAGEMENT, LLC: 161,985
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What percentage of Hamilton Beach Brands Holding Company stock is owned by institutional investors?
34.49% 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 4.77 M shares in the last 24 months. This purchase volume represents approximately $92.57 M in transactions.