Hamilton Beach Brands Holding Co: which funds bought and sold

Institutions that bought and sold Hamilton Beach Brands Holding shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 39 institutions that filed 13F reports for both quarters added to or opened positions in Hamilton Beach Brands Holding, and 30 cut or closed them. Together they added a net 23K shares, +0.6% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 12K shares (+2.7%); index fund managers were net buyers of 5,488 shares (+0.4%). 12 opened a new position and 6 sold out entirely.

Bought, Q2 2026 39 institutions, 12 of them new holders Sold, Q2 2026 30 institutions, 6 of them sold out

Net change, all compared +23K shares (+0.6%)

Net change, active managers +12K shares (+2.7%), 5 bought, 5 sold

Buyers versus sellers

institutions compared, 86

39 bought 17 30 sold

Active managers and hedge funds 5 bought · 5 sold · +12K

Index fund managers 7 bought · 2 sold · +5,488

Other institutions 27 bought · 23 sold · +5,325

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Ameriprise Financial Inc	+57K +11.8%	536K	$12.4M
Blackrock, Inc. Index funds	+20K +3.8%	533K	$12.3M
Squarepoint Ops LLC Hedge fund	+19K New position	19K	$431,214
Geode Capital Management, LLC Index funds	+14K +9.3%	169K	$3.9M
AQR Capital Management LLC Hedge fund	+13K New position	13K	$289,626
Two Sigma Investments, LP Hedge fund	+10K New position	10K	$241,723
Nuveen, LLC	+10K New position	10K	$234,952
LPL Financial LLC	+9,643 New position	9,643	$222,078
Vanguard Portfolio Management LLC Index funds	+7,748 +19.0%	48K	$1.1M
Northern Trust Corp Index funds	+4,583 +7.8%	63K	$1.5M
Vanguard Fiduciary Trust Co Index funds	+3,839 +10.2%	41K	$953,834
Russell Investments Group, Ltd.	+3,569 +8.9%	44K	$1M
Wells Fargo & Company	+3,378 +124.1%	6,099	$140,460
Citigroup Inc	+3,037 +928.7%	3,364	$77,473
Dimensional Fund Advisors LP	+2,525 +0.6%	399K	$9.2M
Charles Schwab Investment Management Inc Index funds	+2,368 +12.3%	22K	$496,227
Bank Of New York Mellon Corp	+2,223 +2.5%	92K	$2.1M
Police & Firemen'S Retirement System Of New Jersey	+2,220 +226.3%	3,201	$73,719
Bridgeway Capital Management, LLC Active manager	+1,245 +1.2%	106K	$2.4M
Empowered Funds, LLC	+1,245 +1.8%	69K	$1.6M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Squarepoint Ops LLC Hedge fund	+19K New position	19K	$431,214
AQR Capital Management LLC Hedge fund	+13K New position	13K	$289,626
Two Sigma Investments, LP Hedge fund	+10K New position	10K	$241,723
Bridgeway Capital Management, LLC Active manager	+1,245 +1.2%	106K	$2.4M
FMR LLC Active manager	+311 +10.0%	3,420	$78,762

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Vanguard Capital Management LLC Index funds	−47K −15.6%	253K	$5.8M
Koss-Olinger Consulting, LLC	−21K −69.5%	9,359	$215,534
Goldman Sachs Group Inc	−17K −53.2%	15K	$336,307
Jane Street Group, LLC	−15K Sold out	0	—
Ritholtz Wealth Management	−11K Sold out	0	—
American Century Companies Inc Active manager	−9,458 −5.0%	180K	$4.1M
O'Shaughnessy Asset Management, LLC Active manager	−8,876 −30.5%	20K	$466,104
Gsa Capital Partners LLP	−8,379 −24.0%	26K	$610,000
Arrowstreet Capital, Limited Partnership Hedge fund	−6,414 −15.0%	36K	$833,870
Victory Capital Management Inc Active manager	−6,220 −16.2%	32K	$740,875
Advisory Services Network, LLC	−4,667 Sold out	0	—
Pacific Ridge Capital Partners, LLC	−2,641 −0.8%	341K	$7.9M
Rockefeller Capital Management L.P.	−2,487 Sold out	0	—
Invesco Ltd.	−2,441 −20.6%	9,407	$216,643
Envestnet Asset Management Inc	−1,787 −7.9%	21K	$481,259
Morgan Stanley	−1,531 −3.3%	44K	$1M
BNP Paribas Financial Markets	−1,004 −46.7%	1,147	$26,415
Bailard, Inc.	−779 −4.5%	16K	$379,488
Tower Research Capital LLC (TRC)	−385 −25.8%	1,105	$25,448
UBS Group AG	−385 −18.2%	1,733	$39,911

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
American Century Companies Inc Active manager	−9,458 −5.0%	180K	$4.1M
O'Shaughnessy Asset Management, LLC Active manager	−8,876 −30.5%	20K	$466,104
Arrowstreet Capital, Limited Partnership Hedge fund	−6,414 −15.0%	36K	$833,870
Victory Capital Management Inc Active manager	−6,220 −16.2%	32K	$740,875
Renaissance Technologies LLC Hedge fund	−100 −0.4%	23K	$520,478

New positions

largest by value

Institution	Shares	Value June 30, 2026
Squarepoint Ops LLCHedge fund	19K	$431,214
AQR Capital Management LLCHedge fund	13K	$289,626
Two Sigma Investments, LPHedge fund	10K	$241,723
Nuveen, LLC	10K	$234,952
LPL Financial LLC	9,643	$222,078
Arax Advisory Partners	209	$4,813
Integrated Wealth Concepts LLC	136	$3,131
Northwestern Mutual Wealth Management Co	82	$1,888
True Wealth Design, LLC	6	$139
Farther Finance Advisors, LLC	5	$114

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Jane Street Group, LLC	15K	$290,750
Ritholtz Wealth Management	11K	$210,713
Advisory Services Network, LLC	4,667	$88,440
Rockefeller Capital Management L.P.	2,487	$47,129
Mai Capital Management	9	$171
Root Financial Partners, LLC	6	$114

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 80
Ten largest holders: 75.8%
Index fund managers: 33.8%
Active managers and hedge funds: 12.7%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	5	5	3	0	+12K	+2.7%
Index fund managers	7	2	0	0	+5,488	+0.4%
Other institutions	27	23	9	6	+5,325	+0.3%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Hamilton Beach Brands Holding.

Only managers that filed a holdings report for both quarters are compared (86 here). 1 other holder is left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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