HBB Institutional Ownership
Hamilton Beach Brands Holding Company
1W: -2.5%
1M: -11.3%
3M: +38.6%
YTD: +107.9%
1Y: +122.3%
3Y: +194.3%
5Y: +145.2%
$32.26
-0.97 (-2.92%)
After Hours: $31.16 (-1.09, -3.39%)
Weekly Expected Move ±4.8%
$30
$32
$33
$35
$36
Credit Risk of going bust: higher than 54% of companies Debt: 16.7% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the middle of the pack, about 1 in 580 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.75 (down 98%), Hamilton Beach Brands Holding Company would be worth roughly what it owes.
Total debt $89.6M against a stock market value of $446.7M.
Distance to default 4.73 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $50.0M (short-term plus half of long-term), stock volatility 52.1%; Altman Z 4.74. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $0.75 (down 98%), Hamilton Beach Brands Holding Company would be worth roughly what it owes.
Total debt $89.6M against a stock market value of $446.7M.
Distance to default 4.73 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $50.0M (short-term plus half of long-term), stock volatility 52.1%; Altman Z 4.74. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — HBB
88
Institutional Holders
+7 vs prior quarter
0.0%
Ownership
+0.00pp
$86M
Total Invested
14
New Positions
27
Increased
30
Reduced
6
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (95 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 536,337 | $18M | +56,570 | +11.8% | 16Q | SEC ↗ |
| 2 | BlackRock, Inc. | 532,666 | $18M | +19,610 | +3.8% | 8Q | SEC ↗ |
| 3 | DIMENSIONAL FUND ADVISORS LP | 398,697 | $13M | +2,525 | +0.6% | 35Q | SEC ↗ |
| 4 | Pacific Ridge Capital Partners, LLC | 341,468 | $11M | -2,641 | -0.8% | 21Q | SEC ↗ |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 253,077 | $8M | -46,917 | -15.6% | 2Q | SEC ↗ |
| 6 | North Star Investment Management Corp. | 190,600 | $6M | — | +0.0% | 23Q | SEC ↗ |
| 7 | AMERICAN CENTURY COMPANIES INC | 180,073 | $6M | -9,458 | -5.0% | 11Q | SEC ↗ |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 169,202 | $6M | +14,338 | +9.3% | 35Q | SEC ↗ |
| 9 | STATE STREET CORP | 130,525 | $4M | +100 | +0.1% | 35Q | SEC ↗ |
| 10 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 106,137 | $4M | +1,245 | +1.2% | 35Q | SEC ↗ |
| 11 | Bank of New York Mellon Corp | 92,468 | $3M | +2,223 | +2.5% | 35Q | SEC ↗ |
| 12 | Empowered Funds, LLC | 68,937 | $2M | +1,245 | +1.8% | 9Q | SEC ↗ |
| 13 | PNC Financial Services Group, Inc. | 66,500 | $2M | — | +0.0% | 15Q | SEC ↗ |
| 14 | NORTHERN TRUST CORP | 63,133 | $2M | +4,583 | +7.8% | 35Q | SEC ↗ |
| 15 | CWM, LLC | 54,659 | $2M | +202 | +0.4% | 9Q | SEC ↗ |
| 16 | VANGUARD PORTFOLIO MANAGEMENT LLC | 48,421 | $2M | +7,748 | +19.0% | 2Q | SEC ↗ |
| 17 | MORGAN STANLEY | 44,404 | $1M | -1,531 | -3.3% | 36Q | SEC ↗ |
| 18 | Russell Investments Group, Ltd. | 43,668 | $1M | +3,569 | +8.9% | 4Q | SEC ↗ |
| 19 | VANGUARD FIDUCIARY TRUST CO | 41,417 | $1M | +3,839 | +10.2% | 2Q | SEC ↗ |
| 20 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 36,208 | $1M | -6,414 | -15.0% | 10Q | SEC ↗ |
| 21 | VICTORY CAPITAL MANAGEMENT INC | 32,170 | $1M | -6,220 | -16.2% | 5Q | SEC ↗ |
| 22 | GSA CAPITAL PARTNERS LLP | 26,478 | $880K | -8,379 | -24.0% | 4Q | SEC ↗ |
| 23 | LSV ASSET MANAGEMENT | 25,917 | $861K | — | +0.0% | 5Q | SEC ↗ |
| 24 | RBF Capital, LLC | 25,647 | $852K | — | +0.0% | 24Q | SEC ↗ |
| 25 | RENAISSANCE TECHNOLOGIES LLC | 22,600 | $751K | -100 | -0.4% | 11Q | SEC ↗ |
| 26 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 21,547 | $716K | +2,368 | +12.3% | 9Q | SEC ↗ |
| 27 | Sixth Street Partners Management Compa NEW | 21,547 | $716K | — | +0.0% | 1Q | SEC ↗ |
| 28 | ENVESTNET ASSET MANAGEMENT INC | 20,897 | $694K | -1,787 | -7.9% | 2Q | SEC ↗ |
| 29 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 20,239 | $673K | -8,876 | -30.5% | 12Q | SEC ↗ |
| 30 | Squarepoint Ops LLC NEW | 18,724 | $622K | — | +0.0% | 1Q | SEC ↗ |
| 31 | BAILARD, INC. | 16,478 | $548K | -779 | -4.5% | 3Q | SEC ↗ |
| 32 | GOLDMAN SACHS GROUP INC | 14,603 | $485K | -16,633 | -53.2% | 4Q | SEC ↗ |
| 33 | AQR CAPITAL MANAGEMENT LLC NEW | 12,576 | $418K | — | +0.0% | 1Q | SEC ↗ |
| 34 | Mariner, LLC | 11,743 | $390K | +282 | +2.5% | 4Q | SEC ↗ |
| 35 | Baird Financial Group, Inc. | 11,296 | $375K | — | +0.0% | 29Q | SEC ↗ |
| 36 | TWO SIGMA INVESTMENTS, LP NEW | 10,496 | $349K | — | +0.0% | 1Q | SEC ↗ |
| 37 | Nuveen, LLC NEW | 10,202 | $339K | — | +0.0% | 1Q | SEC ↗ |
| 38 | BARCLAYS PLC | 10,040 | $334K | -356 | -3.4% | 30Q | SEC ↗ |
| 39 | LPL Financial LLC NEW | 9,643 | $320K | — | +0.0% | 1Q | SEC ↗ |
| 40 | Invesco Ltd. | 9,407 | $313K | -2,441 | -20.6% | 4Q | SEC ↗ |
| 41 | Koss-Olinger Consulting, LLC | 9,359 | $311K | -21,328 | -69.5% | 6Q | SEC ↗ |
| 42 | DEUTSCHE BANK AG | 6,148 | $204K | +203 | +3.4% | 7Q | SEC ↗ |
| 43 | WELLS FARGO & COMPANY/MN | 6,099 | $203K | +3,378 | +124.1% | 15Q | SEC ↗ |
| 44 | RHUMBLINE ADVISERS | 5,900 | $196K | -181 | -3.0% | 13Q | SEC ↗ |
| 45 | ACADIAN ASSET MANAGEMENT LLC | 5,881 | $195K | — | +0.0% | 11Q | SEC ↗ |
| 46 | JPMORGAN CHASE & CO | 3,958 | $132K | +885 | +28.8% | 13Q | SEC ↗ |
| 47 | FMR LLC | 3,420 | $114K | +311 | +10.0% | 35Q | SEC ↗ |
| 48 | CITIGROUP INC | 3,364 | $112K | +3,037 | +928.7% | 12Q | SEC ↗ |
| 49 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 3,354 | $111K | -103 | -3.0% | 8Q | SEC ↗ |
| 50 | OSAIC HOLDINGS, INC. | 3,329 | $111K | — | +0.0% | 8Q | SEC ↗ |
Recent Activity
New Positions (14)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 21,547 | $716K |
| Squarepoint Ops LLC | 18,724 | $622K |
| AQR CAPITAL MANAGEMENT LLC | 12,576 | $418K |
| TWO SIGMA INVESTMENTS, LP | 10,496 | $349K |
| Nuveen, LLC | 10,202 | $339K |
| LPL Financial LLC | 9,643 | $320K |
| MERCER GLOBAL ADVISORS INC /ADV | 445 | $15K |
| Arax Advisory Partners | 209 | $7K |
| Integrated Wealth Concepts LLC | 136 | $5K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 82 | $3K |
| True Wealth Design, LLC | 6 | $0K |
| Farther Finance Advisors, LLC | 5 | $0K |
| Wealth Enhancement Trust Services, | 1 | $0K |
| Fortitude Family Office, LLC | 1 | $0K |
Sold Out (12)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Mork Capital Management, LLC | 60,000 | $2M |
| M&T Bank Corp | 21,500 | $714K |
| JANE STREET GROUP, LLC | 15,343 | $510K |
| CITADEL ADVISORS LLC | 12,722 | $423K |
| RITHOLTZ WEALTH MANAGEMENT | 11,119 | $369K |
| BANK OF AMERICA CORP /DE | 7,236 | $240K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 5,651 | $188K |
| Advisory Services Network, LLC | 4,667 | $155K |
| Rockefeller Capital Management L.P. | 2,487 | $83K |
| AMALGAMATED BANK | 221 | $7K |
| MAI Capital Management | 9 | $0K |
| Root Financial Partners, LLC | 6 | $0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| AMERIPRISE FINANCIAL INC | +56,570 | +11.8% | 536,337 |
| BlackRock, Inc. | +19,610 | +3.8% | 532,666 |
| GEODE CAPITAL MANAGEMENT, LLC | +14,338 | +9.3% | 169,202 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +7,748 | +19.0% | 48,421 |
| NORTHERN TRUST CORP | +4,583 | +7.8% | 63,133 |
| VANGUARD FIDUCIARY TRUST CO | +3,839 | +10.2% | 41,417 |
| Russell Investments Group, Ltd. | +3,569 | +8.9% | 43,668 |
| WELLS FARGO & COMPANY/MN | +3,378 | +124.1% | 6,099 |
| CITIGROUP INC | +3,037 | +928.7% | 3,364 |
| DIMENSIONAL FUND ADVISORS LP | +2,525 | +0.6% | 398,697 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | +2,368 | +12.3% | 21,547 |
| Bank of New York Mellon Corp | +2,223 | +2.5% | 92,468 |
| Police & Firemen's Retirement Syste | +2,220 | +226.3% | 3,201 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | +1,245 | +1.2% | 106,137 |
| Empowered Funds, LLC | +1,245 | +1.8% | 68,937 |
| JPMORGAN CHASE & CO | +885 | +28.8% | 3,958 |
| ROYAL BANK OF CANADA | +857 | +103.5% | 1,685 |
| FMR LLC | +311 | +10.0% | 3,420 |
| Mariner, LLC | +282 | +2.5% | 11,743 |
| DEUTSCHE BANK AG | +203 | +3.4% | 6,148 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | -46,917 | -15.6% | 253,077 |
| Koss-Olinger Consulting, LLC | -21,328 | -69.5% | 9,359 |
| GOLDMAN SACHS GROUP INC | -16,633 | -53.2% | 14,603 |
| AMERICAN CENTURY COMPANIES INC | -9,458 | -5.0% | 180,073 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | -8,876 | -30.5% | 20,239 |
| GSA CAPITAL PARTNERS LLP | -8,379 | -24.0% | 26,478 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | -6,414 | -15.0% | 36,208 |
| VICTORY CAPITAL MANAGEMENT INC | -6,220 | -16.2% | 32,170 |
| Pacific Ridge Capital Partners, LLC | -2,641 | -0.8% | 341,468 |
| Invesco Ltd. | -2,441 | -20.6% | 9,407 |
| ENVESTNET ASSET MANAGEMENT INC | -1,787 | -7.9% | 20,897 |
| MORGAN STANLEY | -1,531 | -3.3% | 44,404 |
| BNP PARIBAS FINANCIAL MARKETS | -1,004 | -46.7% | 1,147 |
| BAILARD, INC. | -779 | -4.5% | 16,478 |
| Tower Research Capital LLC (TRC) | -385 | -25.8% | 1,105 |
| UBS Group AG | -385 | -18.2% | 1,733 |
| BARCLAYS PLC | -356 | -3.4% | 10,040 |
| CALIFORNIA STATE TEACHERS RETIREMEN | -282 | -74.0% | 99 |
| 1620 INVESTMENT ADVISORS, INC. | -185 | -12.7% | 1,269 |
| RHUMBLINE ADVISERS | -181 | -3.0% | 5,900 |