Security key
40701T104
Hamilton Beach Brands Holding Co - COM CL A (HBB)
CUSIP: 40701T104
Q4 2019 13F Holders as of 31 Dec 2019
- Security type / class
- Equity / COM CL A
- Total 13F shares
- 5,181,292
- Total 13F value
- $98,955,126
- Share change
- +633,730
- SEC-reported price per share
- $19.10
- Number of holders
- 81
- Value change
- +$12,482,272
- Number of buys
- 37
- Number of sells
- 26
Report period
Q4 2019
Institutions
81
Top holders
10
HBB full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q1 2020
Previous quarter: Q3 2019
Hamilton Beach Brands Holding Co SEC filings
Hamilton Beach Brands Holding Co company facts
Broader feeds
Reporting periods
Holder history for CUSIP 40701T104
Recent filing periods:
Ownership snapshot
Top reported holders of HBB - Hamilton Beach Brands Holding Co - COM CL A (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Zuckerman Investment Grou...
Disclosed value leader
Zuckerman Investment Grou...
Comparable rows
0/15
Latest evidence
30 Sep 2019
13F
Highest disclosed value: $12,998,000
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
Zuckerman Investment Group, LLC has the largest disclosed position value at $13M.
0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Zuckerman Investment Group, LLC's linked filing trail.
Disclosed position value
Top 5
Zuckerman Investment Group, LLC
$13M
DIMENSIONAL FUND ADVISORS LP
$9.35M
BlackRock Finance, Inc.
$8.51M
FMR LLC
$7.16M
VANGUARD GROUP INC
$5.41M
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Zuckerman Investment Group, LLC |
13F
Company
|
—
class O/S missing
|
$12,998,000
803,825 shares
|
— | 30 Sep 2019 |
| DIMENSIONAL FUND ADVISORS LP |
13F
Company
|
—
class O/S missing
|
$9,354,000
578,466 shares
|
— | 30 Sep 2019 |
| BlackRock Finance, Inc. |
13F
Company
|
—
class O/S missing
|
$8,509,000
526,192 shares
|
— | 30 Sep 2019 |
| FMR LLC |
13F
Company
|
—
class O/S missing
|
$7,162,000
442,921 shares
|
— | 30 Sep 2019 |
| VANGUARD GROUP INC |
13F
Company
|
—
class O/S missing
|
$5,414,000
334,841 shares
|
— | 30 Sep 2019 |
| AMERIPRISE FINANCIAL INC |
13F
Company
|
—
class O/S missing
|
$2,861,000
176,924 shares
|
— | 30 Sep 2019 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q4 2019
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
81
Shares
5,181,292
Rows available
81
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q4 2019 vs Q3 2019 Across Filers
Q3 2019 holders
73
Q4 2019 holders
81
Holder diff
8
| Investor | Q3 2019 Shares | Q4 2019 Shares | Share Diff | Share Chg % | Q3 2019 value | Q4 2019 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend