Hamilton Beach Brands Holding Company

HBB • NYSE

Hamilton Beach Brands Holding Company is a furnishings, fixtures & appliances company in the consumer cyclical sector on NYSE, led by R. Scott Tidey, with a market cap of $221.4M. As of Q3 2025, 30% of shares are held by 73 institutional investors, with BlackRock, Inc. as the largest holder at 3.93%.

Chief Executive OfficerR. Scott Tidey

Market Cap$221.4M

Furnishings, Fixtures & Appliances

Consumer Cyclical

Employees700.0

Websitehamiltonbeachbrands.com

Country

United States of America

Overview

Overview of institutional ownership in HBB as of Q3 2025 with a market cap of $193.7M

All Institutions

Institutions: 73
Value Held: $58.8M
Shares Held: 4.1M
Avg Position: $804.9K
Median Position: $162.3K

Hedge Funds

Hedge Funds: 5
Value Held: $2.3M
Shares Held: 157.5K
Avg Position: $452.7K
Median Position: $525.5K

Ownership Breakdown

Institutional (non-HF)

29.17%

$56.5M

Hedge Funds

1.17%

$2.3M

Retail & Other

69.66%

$134.9M

Based on market cap of $193.7M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in HBB as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
B BlackRock, Inc. Institution	-	$7.6M 0.00% of portfolio	3.93% 529.4K shares	Q4 2017 Held for 7y 11m	$5.67T
AMERIPRISE FINANCIAL INC Institution	Jim Cracchiolo CEO	$6.7M 0.00% of portfolio	3.47% 467.5K shares	Q1 2018 Held for 7y 8m	$433.11B
VANGUARD GROUP INC Institution	Salim Ramji CEO	$5.9M 0.00% of portfolio	3.03% 407.7K shares	Q4 2017 Held for 7y 11m	$6.69T
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$5.8M 0.00% of portfolio	2.97% 400.5K shares	Q4 2017 Held for 7y 11m	$466.32B
Pacific Ridge Capital Partners, LLC Long Only Manager	Mark Daniel Cooper President	$4.7M 1.02% of portfolio	2.43% 327.4K shares	Q2 2021 Held for 4y 5m	$460.6M
A AMERICAN CENTURY COMPANIES INC Institution	-	$3.0M 0.00% of portfolio	1.54% 207.6K shares	Q4 2023 Held for 1y 11m	$195.93B
North Star Investment Management Corp. RIA/Wealth	Peter David Gottlieb President	$2.4M 0.15% of portfolio	1.23% 165.7K shares	Q4 2020 Held for 4y 11m	$1.6B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$2.2M 0.00% of portfolio	1.13% 152.1K shares	Q4 2017 Held for 7y 11m	$1.57T
Curbstone Financial Management Corp RIA/Wealth	Thomas Mott Iv Lewry President	$2.0M 0.38% of portfolio	1.02% 136.9K shares	Q4 2017 Held for 7y 11m	$520.1M
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$1.8M 0.00% of portfolio	0.95% 128.4K shares	Q4 2017 Held for 7y 11m	$2.88T

Net Capital Flow

Institutional buying and selling activity for HBB in Q3 2025

Traded: −$5.7M
Buyers: 26
Sellers: 40
Total Bought: +$2.8M
Total Sold: −$8.5M
Avg Position: $675.4K

Biggest Buyers

Institution	Net Bought	Current Position
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	+$606.2K +42.2K shares	$606.2K 42.2K shares
GSA CAPITAL PARTNERS LLP Hedge Fund•Quant	+$525.5K +36.6K shares	$525.5K 36.6K shares
AMERIPRISE FINANCIAL INC Institution	+$295.8K +20.6K shares	$6.7M 467.5K shares
J JANE STREET GROUP, LLC Institution	+$258.5K +18.0K shares	$520.4K 36.2K shares
Mariner Wealth Advisors, LLC RIA/Wealth	+$190.3K +13.2K shares	$190.3K 13.2K shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	+$164.4K +11.4K shares	$164.4K 11.4K shares
GOLDMAN SACHS GROUP INC Institution	+$155.5K +10.8K shares	$155.5K 10.8K shares
Invesco Ltd. ETF Provider	+$150.8K +10.5K shares	$150.8K 10.5K shares
VICTORY CAPITAL MANAGEMENT INC Long Only Manager	+$137.7K +9.6K shares	$572.7K 39.9K shares
A Advisory Services Network, LLC RIA/Wealth	+$95.7K +6.7K shares	$95.7K 6.7K shares

Biggest Sellers

Institution	Net Sold	Current Position
THIRD AVENUE MANAGEMENT LLC Long Only Manager	−$2.4M −131.5K shares	Sold Off 0 shares
North Star Investment Management Corp. RIA/Wealth	−$1.3M −87.9K shares	$2.4M 165.7K shares
Janney Montgomery Scott LLC RIA/Wealth	−$759.5K −42.5K shares	Sold Off 0 shares
S STRS OHIO Institution	−$365.0K −20.4K shares	Sold Off 0 shares
FIRST TRUST ADVISORS LP ETF Provider	−$338.1K −18.9K shares	Sold Off 0 shares
R ROYAL BANK OF CANADA Institution	−$328.2K −22.8K shares	$100.8K 7.0K shares
MARTINGALE ASSET MANAGEMENT L P Long Only Manager	−$316.4K −17.7K shares	Sold Off 0 shares
LAZARD ASSET MANAGEMENT LLC Long Only Manager	−$314.6K −21.9K shares	$253.1K 17.6K shares
O'SHAUGHNESSY ASSET MANAGEMENT, LLC Long Only Manager	−$291.6K −20.3K shares	$646.8K 45.0K shares
NAVELLIER & ASSOCIATES INC RIA/Wealth	−$266.5K −14.9K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited HBB in Q3 2025

New Positions: 3
New Value: $193.1K
Exited Positions: 14
Exited Value: $5.2M

New Positions

Institution	Position Value
Mariner Wealth Advisors, LLC RIA/Wealth	$190.3K 13.2K shares
O Optiver Holding B.V. Institution	$1.8K 126.0 shares
SRS Capital Advisors, Inc. RIA/Wealth	$992.0 69.0 shares

Exited Positions

Institution	Previous Position
THIRD AVENUE MANAGEMENT LLC Long Only Manager	$2.4M 131.5K shares
Janney Montgomery Scott LLC RIA/Wealth	$759.5K 42.5K shares
S STRS OHIO Institution	$365.0K 20.4K shares
FIRST TRUST ADVISORS LP ETF Provider	$338.1K 18.9K shares
MARTINGALE ASSET MANAGEMENT L P Long Only Manager	$316.4K 17.7K shares
NAVELLIER & ASSOCIATES INC RIA/Wealth	$266.5K 14.9K shares
BAILARD, INC. RIA/Wealth	$257.7K 14.4K shares
Q Qube Research & Technologies Ltd Institution	$244.9K 13.7K shares
N Nuveen, LLC Institution	$216.2K 12.1K shares
MetLife Investment Advisors, LLC Insurance Manager	$88.6K 5.0K shares

Options Activity

Institutions with the largest Call and Put options positions in HBB as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with HBB as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Pacific Ridge Capital Partners, LLC Long Only Manager	Mark Daniel Cooper President	1.02% $4.7M	2.43% 327.4K shares	Q2 2021 Held for 4y 5m	$460.6M
M Mork Capital Management Institution	-	0.59% $862.2K	0.45% 60.0K shares	Q3 2022 Held for 3y 2m	$145.1M
Curbstone Financial Management Corp RIA/Wealth	Thomas Mott Iv Lewry President	0.38% $2.0M	1.02% 136.9K shares	Q4 2017 Held for 7y 11m	$520.1M
North Star Investment Management Corp. RIA/Wealth	Peter David Gottlieb President	0.15% $2.4M	1.23% 165.7K shares	Q4 2020 Held for 4y 11m	$1.6B
GSA CAPITAL PARTNERS LLP Hedge Fund•Quant	David Khabie-Zeitoune CEO	0.05% $525.5K	0.27% 36.6K shares	Q3 2025 Held for 2 months	$1.1B
Koss-Olinger Consulting, LLC RIA/Wealth	Kirk Edward Klein Managing Partner	0.04% $513.1K	0.26% 35.7K shares	Q1 2025 Held for 8 months	$1.2B
B BRIDGEWAY CAPITAL MANAGEMENT INC Long Only Manager	John Noland Ryan Montgomery CEO	0.04% $1.7M	0.88% 118.5K shares	Q4 2017 Held for 7y 11m	$4.7B
R RBF Capital, LLC Institution	-	0.02% $395.4K	0.20% 27.5K shares	Q3 2020 Held for 5y 2m	$2.2B
1 1620 INVESTMENT ADVISORS, INC. RIA/Wealth	Todd Adams Johnston President	0.01% $20.9K	0.01% 1.5K shares	Q2 2024 Held for 1y 5m	$146.8M
Empowered Funds, LLC ETF Provider	Wesley Robert Gray CEO	0.01% $838.7K	0.43% 58.4K shares	Q2 2024 Held for 1y 5m	$9.9B

Hedge Fund Spotlight

Discover hedge funds investing in HBB

RENAISSANCE TECHNOLOGIES LLC

Hedge Fund • Quant

Portfolio ManagerPeter Fitzhugh Brown

Portfolio Value: $75.8B
Positions: 3,419
Last Reported: Q3 2025

Sector Allocation

Position in Hamilton Beach Brands Holding Company

Market Value: $354.9K
Shares Held: 24.7K
Portfolio Weight: 0.00%
Owned Since: 2023-Q4

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