Hamilton Beach Brands Holding Company (HBB) Ownership
HBB ownership summary
as of October 18, 2026- Institutions
- 41.7% of shares outstanding
- Insiders
- 27.93% of shares outstanding
- Shares outstanding
- 9.9M
- Float
- 6.8M shares available to trade
- Short interest
- 4.98% 390K shares short
- Days to cover
- 4.62 short interest up 44.0% vs prior month
- Institutions 41.75%
- Insiders 27.93%
- Other investors 30.32%
HBB top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Ameriprise Financial Inc | 3.99% | 536K | $18.2M | +56,570 (+11.8%) | June 30, 2026 |
| 2 | BlackRock Inc | 3.96% | 533K | $18.0M | +19,610 (+3.8%) | June 30, 2026 |
| 3 | Dimensional Fund Advisors, Inc. | 2.97% | 399K | $13.5M | +2,525 (+0.6%) | June 30, 2026 |
| 4 | Pacific Ridge Capital Partners, LLC | 2.54% | 341K | $11.6M | −2,641 (−0.8%) | June 30, 2026 |
| 5 | Vanguard Capital Management, LLC | 1.88% | 253K | $8.6M | −46,917 (−15.6%) | June 30, 2026 |
| 6 | North Star Investment Management Corp | 1.42% | 191K | $6.5M | — | June 30, 2026 |
| 7 | American Century Companies Inc | 1.34% | 180K | $6.1M | −9,458 (−5.0%) | June 30, 2026 |
| 8 | Geode Capital Management, LLC | 1.26% | 169K | $5.7M | +14,338 (+9.3%) | June 30, 2026 |
| 9 | State Street Corp | 0.97% | 131K | $4.4M | +100 (+0.1%) | June 30, 2026 |
| 10 | Bridgeway Capital Management, LLC | 0.79% | 106K | $3.6M | +1,245 (+1.2%) | June 30, 2026 |
| 11 | Bank of New York Mellon Corp | 0.69% | 92K | $3.1M | +2,223 (+2.5%) | June 30, 2026 |
| 12 | Empowered Funds, LLC | 0.51% | 69K | $2.3M | +1,245 (+1.8%) | June 30, 2026 |
| 13 | PNC Financial Services Group Inc | 0.49% | 66K | $2.3M | — | June 30, 2026 |
| 14 | Northern Trust Corp | 0.47% | 63K | $2.1M | +4,583 (+7.8%) | June 30, 2026 |
| 15 | CWM, LLC duplicate | 0.41% | 55K | $1.9M | +202 (+0.4%) | March 31, 2026 |
| 16 | Vanguard Portfolio Management, LLC | 0.36% | 48K | $1.6M | +7,748 (+19.0%) | June 30, 2026 |
| 17 | Morgan Stanley - Brokerage Accounts | 0.33% | 44K | $1.5M | −1,531 (−3.3%) | June 30, 2026 |
| 18 | Vanguard Fiduciary Trust Co | 0.31% | 41K | $1.4M | +3,839 (+10.2%) | June 30, 2026 |
| 19 | Arrowstreet Capital Limited Partnership | 0.27% | 36K | $1.2M | −6,414 (−15.0%) | June 30, 2026 |
| 20 | Victory Capital Management Inc. | 0.24% | 32K | $1.1M | −6,220 (−16.2%) | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 12 holders added 114K shares and 6 cut 73K.
HBB top mutual fund and ETF holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Avantis US Small Cap Value ETF | 1.47% | 198K | $6.7M | +1,152 (+0.6%) | September 30, 2026 |
| 2 | iShares Russell 2000 ETF | 1.46% | 197K | $6.7M | −2,240 (−1.1%) | September 30, 2026 |
| 3 | Vanguard MStar Total Stk Mkt Idx Invest | 1.29% | 174K | $5.9M | — | August 31, 2026 |
| 4 | Columbia Small Cap Value Discv A | 1.27% | 170K | $5.8M | −192,860 (−53.1%) | August 31, 2026 |
| 5 | Adara Smaller Companies | 0.86% | 116K | $3.9M | −18,750 (−13.9%) | August 31, 2026 |
| 6 | North Star Micro Cap I | 0.77% | 104K | $3.5M | — | September 30, 2026 |
| 7 | Fidelity Small Cap Index | 0.60% | 81K | $2.7M | −99 (−0.1%) | July 31, 2026 |
| 8 | EA Bridgeway Omni Small-Cap Value ETF | 0.53% | 71K | $2.4M | — | September 30, 2026 |
| 9 | iShares Russell 2000 Value ETF | 0.50% | 67K | $2.3M | +102 (+0.2%) | September 30, 2026 |
| 10 | Dimensional US Targeted Value ETF | 0.44% | 59K | $2.0M | — | September 30, 2026 |
| 11 | North Star Dividend I | 0.43% | 58K | $1.9M | — | September 30, 2026 |
| 12 | WisdomTree US SmallCap Dividend ETF | 0.39% | 52K | $1.8M | — | September 30, 2026 |
| 13 | DFA US Targeted Value I | 0.38% | 50K | $1.7M | +3,491 (+7.4%) | August 31, 2026 |
| 14 | DFA US Small Cap I | 0.33% | 44K | $1.5M | — | August 31, 2026 |
| 15 | Vanguard Russell 2000 ETF | 0.32% | 42K | $1.4M | +449 (+1.1%) | September 30, 2026 |
| 16 | DFA US Micro Cap I | 0.29% | 39K | $1.3M | — | August 31, 2026 |
| 17 | Fidelity Extended Market Index | 0.23% | 31K | $1.0M | −2,459 (−7.5%) | August 31, 2026 |
| 18 | Dimensional US Small Cap ETF | 0.23% | 30K | $1.0M | — | September 30, 2026 |
| 19 | Victory Small Cap Stock | 0.23% | 30K | $1.0M | — | June 30, 2026 |
| 20 | Columbia VP Small Cap Value Discovery 1 | 0.22% | 30K | $1.0M | −34,470 (−53.4%) | August 31, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
HBB insider transactions
latest 4| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2023-08-09 | Sarah M Cunningham | Buy | $11.00 | 22 | $242 |
| 2023-08-07 | Gregory H Trepp | Buy | $10.59 | 10,000 | $105,900 |
| 2023-06-13 | Paul Dwinelle Furlow | Buy | $10.30 | 79 | $814 |
| 2023-05-08 | Sarah M Cunningham | Buy | $10.25 | 3,500 | $35,875 |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
HBB shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns HBB
Institutional investors own 41.7% of Hamilton Beach Brands's shares and insiders 27.93%. The largest holder is Ameriprise Financial Inc with 3.99% of the shares (536K), as of June 30, 2026. Among the top 20 institutions, 12 added shares and 6 reduced their stake in the latest filings. Short interest is 4.98% of the float, or 4.62 days of average trading volume. The share count fell 3.9% since 2015.
Related: HBB key metrics, HBB dividend history. See the HBB stock overview for the latest quote and news.
HBB ownership FAQ
Who owns the most Hamilton Beach Brands stock?
The largest shareholders of Hamilton Beach Brands are Ameriprise Financial Inc (3.99%), BlackRock Inc (3.96%), Dimensional Fund Advisors, Inc. (2.97%), Pacific Ridge Capital Partners, LLC (2.54%), Vanguard Capital Management, LLC (1.88%).
What percentage of Hamilton Beach Brands is owned by institutions?
Institutions hold 41.7% of Hamilton Beach Brands's shares outstanding; insiders hold 27.93%.
Which funds own Hamilton Beach Brands?
The largest fund holders of Hamilton Beach Brands are Avantis US Small Cap Value ETF (1.47%), iShares Russell 2000 ETF (1.46%), Vanguard MStar Total Stk Mkt Idx Invest (1.29%), Columbia Small Cap Value Discv A (1.27%), Adara Smaller Companies (0.86%).
What is Hamilton Beach Brands's short interest?
390K shares of Hamilton Beach Brands were sold short, 4.98% of the float; at the average daily volume it would take 4.62 days to cover.
Are insiders buying or selling Hamilton Beach Brands?
Of the latest 4 reported insider transactions in Hamilton Beach Brands (since May 8, 2023), 4 were purchases and 0 were sales.
How many shares of Hamilton Beach Brands are outstanding?
Hamilton Beach Brands has 9.9M shares outstanding, of which 6.8M are in the public float.