Institutional Ownership Hamilton Beach Brands Holding CO (HBB)
This table provides information about the institutional ownership of Hamilton Beach Brands Holding CO (HBB). We have compiled data on the 85 institutions that hold shares in the stock, with a total of 4.43 Million shares, which have been reported (via 13F filing form) to have a value of $78.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
31
shares
|
$551
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
29
shares
|
$516
0.0% of portfolio
|
Q1 2025
Added 16.0%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
17
shares
|
$302
0.0% of portfolio
|
Q2 2025
Reduced 76.39%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
15
shares
|
$267
0.0% of portfolio
|
Q1 2025
Added 275.0%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
1
shares
|
$17
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
1
shares
|
$17
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|