Hamilton Beach Brands Holding Co (HBB) shareholders
HBBNYSEElectric Housewares & FansFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Nov 4, 2026Score 24/3061% below fair value
$31.16+0.66 (+2.16%)
Close on Nov 13, 2026Market cap $418.86MP/E 7.1Yield 1.52%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
28.0%
4M of 13M shares
Institutional holders
81
12 new, 7 sold out
Net institutional buying
-0M
In Q2 2026
Insider trades, 12 months
0 buys · 1 sales
Net sold $97.50K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Alison A. Rankin Joint filing with Roger F. Rankin (85.30%), Corbin K. Rankin (82.70%) and 19 more | 3,066,041 | 85.30% | 13D (active) amendment | Jun 12, 2025 |
| BlackRock, Inc. | 593,699 | 5.80% | 13G (passive) | Sep 30, 2024 |
| Ameriprise Financial, Inc. Joint filing with Columbia Management Investment Advisers, LLC (5.20%) | 536,337 | 5.40% | 13G (passive) amendment | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of HBB | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Ameriprise Financial Inc | 536,337 | 3.99% | $12.35M | +56,570 | 0.00% |
| BlackRock, Inc. | 532,666 | 3.96% | $12.27M | +19,610 | 0.00% |
| Dimensional Fund Advisors LP | 398,697 | 2.97% | $9.18M | +2,525 | 0.00% |
| Pacific Ridge Capital Partners, LLC | 341,468 | 2.54% | $7.86M | −2,641 | 1.43% |
| Vanguard Capital Management LLC | 253,077 | 1.88% | $5.83M | −46,917 | 0.00% |
| North Star Investment Management Corp. | 190,600 | 1.42% | $4.39M | – | 0.24% |
| American Century Companies Inc | 180,073 | 1.34% | $4.15M | −9,458 | 0.00% |
| Geode Capital Management, LLC | 169,202 | 1.26% | $3.90M | +14,338 | 0.00% |
| State Street Corp | 130,525 | 0.97% | $3.01M | +100 | 0.00% |
| Bridgeway Capital Management, LLC | 106,137 | 0.79% | $2.44M | +1,245 | 0.04% |
| Bank of New York Mellon Corp | 92,468 | 0.69% | $2.13M | +2,223 | 0.00% |
| Empowered Funds, LLC | 68,937 | 0.51% | $1.59M | +1,245 | 0.01% |
| PNC Financial Services Group, Inc. | 66,500 | 0.49% | $1.53M | – | 0.00% |
| Northern Trust Corp | 63,133 | 0.47% | $1.45M | +4,583 | 0.00% |
| Vanguard Portfolio Management LLC | 48,421 | 0.36% | $1.12M | +7,748 | 0.00% |
| Morgan Stanley | 44,404 | 0.33% | $1.02M | −1,531 | 0.00% |
| Russell Investments Group, Ltd. | 43,668 | 0.32% | $1.01M | +3,569 | 0.00% |
| Vanguard Fiduciary Trust Co | 41,417 | 0.31% | $953.83K | +3,839 | 0.00% |
| Arrowstreet Capital, Limited Partnership | 36,208 | 0.27% | $833.87K | −6,414 | 0.00% |
| Victory Capital Management Inc | 32,170 | 0.24% | $740.88K | −6,220 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 81 | 4M | 28.0% | 12 / 27 | 25 / 7 | 0M | 0M |
| Q1 2026 | 77 | 4M | 29.2% | 9 / 28 | 24 / 6 | 1M | 0M |
| Q4 2025 | 75 | 4M | 29.5% | 7 / 23 | 28 / 6 | 0M | 0M |
| Q3 2025 | 74 | 4M | 30.4% | 12 / 15 | 26 / 14 | 0M | 1M |
| Q2 2025 | 76 | 4M | 33.1% | 3 / 26 | 29 / 10 | 0M | 0M |
| Q1 2025 | 83 | 5M | 33.8% | 9 / 23 | 26 / 8 | 0M | 0M |
| Q4 2024 | 83 | 5M | 34.8% | 13 / 25 | 24 / 14 | 0M | 1M |
| Q3 2024 | 84 | 5M | 36.1% | 20 / 27 | 18 / 10 | 1M | 1M |
| Q2 2024 | 75 | 5M | 36.3% | 21 / 26 | 15 / 21 | 1M | 1M |
| Q1 2024 | 75 | 5M | 34.4% | 16 / 26 | 16 / 2 | 1M | 0M |
| Q4 2023 | 61 | 4M | 31.3% | 16 / 21 | 6 / 4 | 1M | 1M |
| Q3 2023 | 49 | 4M | 30.7% | 6 / 15 | 10 / 3 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
131 funds held HBB in Q2 2026, 36% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of HBB | Value | % of fund | As of |
|---|---|---|---|---|---|
| Columbia Small Cap Value Discovery Fund | 362,913 | 2.70% | $8.34M | 0.33% | Jul 31, 2026 |
| iShares Russell 2000 ETF | 187,627 | 1.40% | $4.32M | 0.01% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 173,895 | 1.29% | $4.00M | 0.00% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 163,896 | 1.22% | $3.33M | 0.01% | May 31, 2026 |
| Adara Smaller Companies Fund | 134,440 | 1.00% | $2.73M | 0.33% | May 31, 2026 |
| North Star Micro Cap Fund | 115,000 | 0.86% | $2.33M | 1.27% | May 31, 2026 |
| Fidelity Small Cap Index Fund | 80,587 | 0.60% | $1.85M | 0.01% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 69,119 | 0.51% | $1.59M | 0.00% | Jun 30, 2026 |
| EA Bridgeway Omni Small-Cap Value ETF | 68,937 | 0.51% | $1.59M | 0.07% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 66,509 | 0.49% | $1.53M | 0.01% | Jun 30, 2026 |
| Columbia Variable Portfolio - Small Cap Value Discovery Fund | 65,992 | 0.49% | $1.52M | 0.34% | Jun 30, 2026 |
| North Star Dividend Fund | 64,000 | 0.48% | $1.30M | 1.33% | May 31, 2026 |
| Dimensional U.S. Targeted Value ETF | 57,311 | 0.43% | $1.32M | 0.01% | Jul 31, 2026 |
| WisdomTree U.S. SmallCap Dividend Fund | 51,914 | 0.39% | $1.20M | 0.05% | Jun 30, 2026 |
| U.S. Targeted Value Portfolio | 47,003 | 0.35% | $1.08M | 0.01% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Scott Tidey | President and CEO, Director | 202,982 | 1.51% | Feb 24, 2026 |
| Sarah M. Cunningham | Sr. VP Chief Financial Officer | 39,430 | 0.29% | Aug 28, 2026 |
| Brent A. Ashley | Senior VP, GC and Secretary | 6,998 | 0.05% | Jun 18, 2026 |
| Andrew C. Carington | SVP, GC | 5,716 | 0.04% | Feb 24, 2026 |
| April L. Lane | Director | 11,367 | 0.08% | Oct 5, 2026 |
| Dennis W. Labarre | Director | 74,242 | 0.55% | Oct 5, 2026 |
| Clara R. Williams | Director | 690,387 | 5.14% | Oct 5, 2026 |
| Michael Sidney Miller | Director | 58,647 | 0.44% | Oct 5, 2026 |
| Thomas T. Rankin | Director | 775,602 | 5.77% | Oct 5, 2026 |
| James A. Ratner | Director | 73,402 | 0.55% | Oct 5, 2026 |
| Bela S. Mehta | Director | 11,367 | 0.08% | Oct 5, 2026 |
| Paul Dwinelle Furlow | Director | 74,775 | 0.56% | Oct 5, 2026 |
| Mark R. Belgya | Director | 56,573 | 0.42% | Oct 5, 2026 |
| Alfred M. Et Al Rankin | Director | 1,108,960 | 8.25% | Oct 5, 2026 |
| John C. Butler Jr | Director | 575,601 | 4.28% | Oct 5, 2026 |
| John P. Jumper | Director | 54,944 | 0.41% | Jul 3, 2025 |
| David F. Taplin | Director | 71,842 | 0.53% | Dec 10, 2024 |
| David B. Williams | – | 690,385 | 5.14% | Oct 5, 2026 |
| Helen Rankin Butler | – | 572,509 | 4.26% | Oct 5, 2026 |
| Victoire G. Rankin | – | 1,108,960 | 8.25% | Oct 5, 2026 |
| Corbin Rankin | – | 619,810 | 4.61% | Oct 5, 2026 |
| Vested Trust for James T. Rankin, Jr. | – | 21,145 | 0.16% | Jun 2, 2026 |
| Claiborne R. Rankin | – | 700,797 | 5.21% | Jun 2, 2026 |
| Chloe O. Rankin | – | 700,797 | 5.21% | Jun 2, 2026 |
| Matthew M. Rankin | – | 36,760 | 0.27% | Jun 2, 2026 |
| Elizabeth B. Rankin | – | 35,314 | 0.26% | Jun 2, 2026 |
| James T. Rankin | – | 56,996 | 0.42% | Jun 2, 2026 |
| Julia L. Rankin | – | 45,411 | 0.34% | Jun 2, 2026 |
| Thomas Parker Rankin | – | 63,786 | 0.47% | Jun 2, 2026 |
| Claiborne R. Rankin Jr | – | 53,965 | 0.40% | Jun 2, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Bela S. Mehta Director | Oct 1, 2026 | Award | +1,006 | – | – | 11,367 |
| April L. Lane Director | Oct 1, 2026 | Award | +1,006 | – | – | 11,367 |
| Dennis W. Labarre Director | Oct 1, 2026 | Award | +1,006 | – | – | 74,242 |
| James A. Ratner Director | Oct 1, 2026 | Award | +1,006 | – | – | 73,402 |
| Mark R. Belgya Director | Oct 1, 2026 | Award | +1,006 | – | – | 56,573 |
| Michael Sidney Miller Director | Oct 1, 2026 | Award | +1,006 | – | – | 58,647 |
| Paul Dwinelle Furlow Director | Oct 1, 2026 | Award | +1,006 | – | – | 74,775 |
| David B. Williams – | Oct 1, 2026 | Award | +1,006 | – | – | 208,202 |
| Clara R. Williams Director | Oct 1, 2026 | Award | +1,006 | – | – | 208,202 |
| Helen Rankin Butler – | Oct 1, 2026 | Award | +1,006 | – | – | 186,074 |
| John C. Butler Jr Director | Oct 1, 2026 | Award | +1,006 | – | – | 186,074 |
| Corbin Rankin – | Oct 1, 2026 | Award | +1,006 | – | – | 192,725 |
| Thomas T. Rankin Director | Oct 1, 2026 | Award | +1,006 | – | – | 192,725 |
| Victoire G. Rankin – | Oct 1, 2026 | Award | +1,312 | – | – | 371,658 |
| Alfred M. Et Al Rankin Director | Oct 1, 2026 | Award | +1,312 | – | – | 371,658 |
| Sarah M. Cunningham Sr. VP Chief Financial Officer | Aug 27, 2026 | Sale | −3,000 | $32.50 | $97.50K | 39,430 |
| April L. Lane Director | Jul 1, 2026 | Award | +1,431 | – | – | 10,361 |
| Dennis W. Labarre Director | Jul 1, 2026 | Award | +1,431 | – | – | 73,236 |
| David B. Williams – | Jul 1, 2026 | Award | +1,431 | – | – | 207,196 |
| Clara R. Williams Director | Jul 1, 2026 | Award | +1,431 | – | – | 207,196 |
| Mark R. Belgya Director | Jul 1, 2026 | Award | +1,431 | – | – | 55,567 |
| Alfred M. Et Al Rankin Director | Jul 1, 2026 | Award | +1,867 | – | – | 370,346 |
| Helen Rankin Butler – | Jul 1, 2026 | Award | +1,431 | – | – | 185,068 |
| John C. Butler Jr Director | Jul 1, 2026 | Award | +1,431 | – | – | 185,068 |
| Paul Dwinelle Furlow Director | Jul 1, 2026 | Award | +1,431 | – | – | 73,769 |
| Victoire G. Rankin – | Jul 1, 2026 | Award | +1,867 | – | – | 370,346 |
| Michael Sidney Miller Director | Jul 1, 2026 | Award | +1,431 | – | – | 57,641 |
| Bela S. Mehta Director | Jul 1, 2026 | Award | +1,431 | – | – | 10,361 |
| Corbin Rankin – | Jul 1, 2026 | Award | +1,431 | – | – | 191,719 |
| James A. Ratner Director | Jul 1, 2026 | Award | +1,431 | – | – | 72,396 |
| Thomas T. Rankin Director | Jul 1, 2026 | Award | +1,431 | – | – | 191,719 |
| Helen Rankin Butler – | Apr 1, 2026 | Award | +1,581 | – | – | 183,637 |
| Corbin Rankin – | Apr 1, 2026 | Award | +1,581 | – | – | 190,288 |
| April L. Lane Director | Apr 1, 2026 | Award | +1,581 | – | – | 8,930 |
| David B. Williams – | Apr 1, 2026 | Award | +1,581 | – | – | 205,765 |
| Paul Dwinelle Furlow Director | Apr 1, 2026 | Award | +1,581 | – | – | 72,338 |
| Victoire G. Rankin – | Apr 1, 2026 | Award | +2,062 | – | – | 368,479 |
| James A. Ratner Director | Apr 1, 2026 | Award | +1,581 | – | – | 70,965 |
| Thomas T. Rankin Director | Apr 1, 2026 | Award | +1,581 | – | – | 190,288 |
| Michael Sidney Miller Director | Apr 1, 2026 | Award | +1,581 | – | – | 56,210 |
| Clara R. Williams Director | Apr 1, 2026 | Award | +1,581 | – | – | 205,765 |
| John C. Butler Jr Director | Apr 1, 2026 | Award | +1,581 | – | – | 183,637 |
| Mark R. Belgya Director | Apr 1, 2026 | Award | +1,581 | – | – | 54,136 |
| Alfred M. Et Al Rankin Director | Apr 1, 2026 | Award | +2,062 | – | – | 368,479 |
| Bela S. Mehta Director | Apr 1, 2026 | Award | +1,581 | – | – | 8,930 |
| Dennis W. Labarre Director | Apr 1, 2026 | Award | +1,581 | – | – | 71,805 |
| Sarah M. Cunningham Sr. VP Chief Financial Officer | Feb 20, 2026 | Tax withholding | −1,835 | $19.40 | $35.60K | 42,430 |
| Sarah M. Cunningham Sr. VP Chief Financial Officer | Feb 20, 2026 | Award | +11,840 | – | – | 44,265 |
| Andrew C. Carington SVP, GC | Feb 20, 2026 | Tax withholding | −1,238 | $19.40 | $24.02K | 5,716 |
| Andrew C. Carington SVP, GC | Feb 20, 2026 | Award | +6,954 | – | – | 6,954 |
| Scott Tidey President and CEO, Director | Feb 20, 2026 | Tax withholding | −5,571 | $19.40 | $108.08K | 202,982 |
| Scott Tidey President and CEO, Director | Feb 20, 2026 | Award | +65,785 | – | – | 208,553 |
| Victoire G. Rankin – | Jan 2, 2026 | Award | +2,464 | – | – | 366,417 |
| Dennis W. Labarre Director | Jan 2, 2026 | Award | +1,839 | – | – | 70,224 |
| April L. Lane Director | Jan 2, 2026 | Award | +1,839 | – | – | 7,349 |
| Paul Dwinelle Furlow Director | Jan 2, 2026 | Award | +1,839 | – | – | 70,757 |
| Corbin Rankin – | Jan 2, 2026 | Award | +1,839 | – | – | 188,707 |
| Clara R. Williams Director | Jan 2, 2026 | Award | +1,839 | – | – | 204,184 |
| Mark R. Belgya Director | Jan 2, 2026 | Award | +1,839 | – | – | 52,555 |
| John C. Butler Jr Director | Jan 2, 2026 | Award | +1,839 | – | – | 182,056 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
9.72%
1M shares short
Days to cover
8.0
At 0M shares a day
Change since last report
+24.3%
From 0M shares
Short volume, 20 days
63.2%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Hamilton Beach Brands's stock actually held short. Settlement fails (shares not delivered on time) peaked at 405 shares on Oct 13, 2026 over the last 90 days.
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