HBB

Hamilton Beach Brand-A$24.10 6.73%
Information TechnologyUSCUSIP 40701T104· EOD Jul 16, 2026◍ Confluence graph
Tracked 13F Holders
69
+3 QoQ
13F Value (tracked)
$59.7M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)12 adding · 6 trimming
Insider net (180d)$0

Price & smart-money activity

$24.10 6.73%5Y +18.8%
$7.44$13.86$20.28$26.71$33.13202120222023202420252026214452354683233233364163175131518815911121011131181411722
Hover for who · click for detailEnd-of-day closing prices52w $13.04 – $24.10

Who owns HBB?

69 tracked 13F filers

69 tracked 13F filers disclose a position in HBB as of the latest SEC 13F filings, a combined $59.7M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
#FundPosition valueSharesLast moveAs ofHistory
1BlackRock, Inc.
$9.7M
513K
−1.4%
Reduced · −7K sh
Q1 2026
2AMERIPRISE FINANCIAL INC
$9.1M
480K
+1.2%
Added · +6K sh
Q1 2026
3DIMENSIONAL FUND ADVISORS LP
$7.5M
396K
−0.4%
Reduced · −1K sh
Q1 2026
4VANGUARD CAPITAL MANAGEMENT LLC
$5.7M
300K
First observed position
No prior filed position
Q1 2026
5AMERICAN CENTURY COMPANIES INC
$3.6M
190K
−3.6%
Reduced · −7K sh
Q1 2026
6GEODE CAPITAL MANAGEMENT, LLC
$2.9M
155K
+1.5%
Added · +2K sh
Q1 2026
7STATE STREET CORP
$2.5M
130K
+0.3%
Added · +420 sh
Q1 2026
8BRIDGEWAY CAPITAL MANAGEMENT, LLC
$2.0M
105K
+5.9%
Added · +6K sh
Q1 2026
9Bank of New York Mellon Corp
$1.7M
90K
+0.6%
Added · +545 sh
Q1 2026
10Empowered Funds, LLC
$1.3M
68K
+9.5%
Added · +6K sh
Q1 2026
11PNC FINANCIAL SERVICES GROUP, INC.
$1.3M
67K
+8.0%
Added · +5K sh
Q1 2026
12NORTHERN TRUST CORP
$1.1M
59K
+14%
Added · +7K sh
Q1 2026
13CWM, LLC
$1.0M
55K
+0.4%
Added · +202 sh
Q1 2026
14MORGAN STANLEY
$870K
46K
+7.2%
Added · +3K sh
Q1 2026
15ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
$808K
43K
Held
Q1 2026
16VANGUARD PORTFOLIO MANAGEMENT LLC
$771K
41K
First observed position
No prior filed position
Q1 2026
17Russell Investments Group, Ltd.
$760K
40K
43×
Added · +39K sh
Q1 2026
18VICTORY CAPITAL MANAGEMENT INC
$727K
38K
−0.1%
Reduced · −21 sh
Q1 2026
19VANGUARD FIDUCIARY TRUST CO
$712K
38K
First observed position
No prior filed position
Q1 2026
20GOLDMAN SACHS GROUP INC
$592K
31K
+180%
Added · +20K sh
Q1 2026
21O'SHAUGHNESSY ASSET MANAGEMENT, LLC
$552K
29K
−13%
Reduced · −4K sh
Q1 2026
22Curbstone Financial Management Corp
$544K
24K
−83%
Reduced · −113K sh
Q2 2026
23RENAISSANCE TECHNOLOGIES LLC
$430K
23K
+0.4%
Added · +100 sh
Q1 2026
24ENVESTNET ASSET MANAGEMENT INC
$430K
23K
New
+23K sh
Q1 2026
25CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$363K
19K
−12%
Reduced · −3K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is HBB being bought or sold by institutions?

Last quarter, 2 funds opened a new position in HBB and 10 added to an existing one, while 6 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
2
funds
Added
10
funds
Reduced
6
funds
Exited
0
funds

Funds that own HBB also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA19 funds$8.2B
APPLE INCAAPL19 funds$6.5B
MICROSOFT CORPMSFT19 funds$4.6B
AMAZON.COM INCAMZN19 funds$4.2B
ALPHABET INC-CL AGOOGL19 funds$3.2B
BROADCOM INCAVGO19 funds$2.9B
JPMORGAN CHASE & COJPM19 funds$2.5B
META PLATFORMS INC-CLASS AMETA19 funds$2.3B
ALPHABET INC-CL CGOOG19 funds$2.3B
BERKSHIRE HATHAWAY INC-CL BBRK/B19 funds$1.7B
TESLA INCTSLA19 funds$1.7B
JOHNSON & JOHNSONJNJ19 funds$1.5B

Ranked by how many of HBB's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$0
0 insiders
Net
$0
0 P/S txns
Signal
Mixed
open-market
DateInsiderRoleActionSharesValue
Nov 21, 2023Cunningham Sarah MSr. VP Chief Financial OfficerBuy (P)750$10K
Aug 10, 2023Cunningham Sarah MSr. VP Chief Financial OfficerBuy (P)3K$34K
Aug 9, 2023Cunningham Sarah MSr. VP Chief Financial OfficerBuy (P)22$242
Aug 7, 2023TREPP GREGORY HDirector, President and CEO, DirectorBuy (P)10K$106K
Jun 9, 2023Furlow Paul DwinelleDirectorBuy (P)79$814
May 8, 2023Cunningham Sarah MSr. VP Chief Financial OfficerBuy (P)4K$36K
May 9, 2022TREPP GREGORY HDirector, President and CEO, DirectorBuy (P)10K$100K
Mar 15, 2022Furlow Paul DwinelleDirectorBuy (P)9K$96K
Mar 14, 2022Furlow Paul DwinelleDirectorBuy (P)9K$96K
May 11, 2021Furlow Paul DwinelleDirectorBuy (P)5K$116K
May 10, 2021Furlow Paul DwinelleDirectorBuy (P)2K$46K
Jan 22, 2021BUTLER JOHN C JRDirectorBuy (P)6K$71K

Institutional ownership over time

68 funds+7 since Q3 2024
03468Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $61.8M

Recent filings

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No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in HBB

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/HBB/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for HBB.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for HBB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.