Security key
40701T104
Hamilton Beach Brands Holding Co - COM CL A (HBB)
CUSIP: 40701T104
Q1 2021 13F Holders as of 31 Mar 2021
- Security type / class
- Equity / COM CL A
- Total 13F shares
- 4,605,402
- Total 13F value
- $83,493,432
- Share change
- -206,863
- SEC-reported price per share
- $18.13
- Number of holders
- 74
- Value change
- -$3,557,710
- Number of buys
- 31
- Number of sells
- 33
Report period
Q1 2021
Institutions
74
Top holders
10
HBB full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q2 2021
Previous quarter: Q4 2020
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
31 Dec 2020
13F
Highest disclosed value: $10,415,000
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 $10.42M.
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
$10.42M
BlackRock Finance, Inc.
$8.77M
DIMENSIONAL FUND ADVISORS LP
$8.59M
FMR LLC
$8.54M
AMERIPRISE FINANCIAL INC
$6.14M
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
|
$10,415,000
594,803 shares
|
— | 31 Dec 2020 |
| BlackRock Finance, Inc. |
13F
Company
|
—
class O/S missing
|
$8,774,000
501,119 shares
|
— | 31 Dec 2020 |
| DIMENSIONAL FUND ADVISORS LP |
13F
Company
|
—
class O/S missing
|
$8,594,000
490,818 shares
|
— | 31 Dec 2020 |
| FMR LLC |
13F
Company
|
—
class O/S missing
|
$8,538,000
487,631 shares
|
— | 31 Dec 2020 |
| AMERIPRISE FINANCIAL INC |
13F
Company
|
—
class O/S missing
|
$6,137,000
350,433 shares
|
— | 31 Dec 2020 |
| VANGUARD GROUP INC |
13F
Company
|
—
class O/S missing
|
$5,496,000
313,932 shares
|
— | 31 Dec 2020 |
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 Q1 2021
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
74
Shares
4,605,402
Rows available
74
| 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 Q1 2021 vs Q4 2020 Across Filers
Q4 2020 holders
73
Q1 2021 holders
74
Holder diff
1
| Investor | Q4 2020 Shares | Q1 2021 Shares | Share Diff | Share Chg % | Q4 2020 value | Q1 2021 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend