Latest Period
Q1 2026
Security Snapshot
Hamilton Beach Brands Holding Company - Class B Common Stock, par value $0.01 per share Institutional Ownership
CUSIP: 40701T203
13F Institutional Holders and Ownership History from Q4 2017 to Q1 2026
Institutions Reporting
1
Shares (Excl. Options)
1,196
Price
$19.23
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- Security type / class
- Equity / Class B Common Stock, par value $0.01 per share
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 1,196
- Total reported value
- $23,000
- Share change
- 0
- Number of holders
- 1
- Underlying class
- Class A Common Stock
- Underlying shares
- 1.0
- Shares outstanding
- 3,594,421
- Reported price per share
- $19.23
Latest holder snapshot
2 facts
Security identity
2 facts
Issuer context
2 facts
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Key facts
- 40701T203 - Hamilton Beach Brands Holding Company - Class B Common Stock, par value $0.01 per share is tracked under CUSIP 40701T203.
- 1 institution reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 1 to 1 between Q4 2025 and Q1 2026.
- Reported value moved from $20,000 to $23,000.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 1 institution filings for Q1 2026.
Security key
40701T203
Latest holder period
Q1 2026
13F holders
1
13D/G owners
1
CIK / CUSIP context first
Open Q1 2026 holders
40701T203 full holder history
Hamilton Beach Brands Holding Co SEC filings
Hamilton Beach Brands Holding Co company facts
Hamilton Beach Brands Holding Co insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 40701T203:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
40701T203
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| RANKIN ALFRED M ET AL | 85% | 3,066,041 | Roger F. Rankin | 12 Jun 2025 |
As of 31 Mar 2026, 1 institutional investors reported holding 1,196 shares of Hamilton Beach Brands Holding Company - Class B Common Stock, par value $0.01 per share. This represents 0.03% of the company’s total 3,594,421 outstanding shares.
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
34
Latest
Q1 2026
Rows shown
1-25 of 34
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 1,196 | $23,000 | $19.23 | 1 | |
| 2025 Q4 | 1,196 | $20,000 | $16.72 | 1 | |
| 2025 Q3 | 1,196 | $17,000 | $14.21 | 1 | |
| 2025 Q2 | 1,196 | $21,000 | $17.56 | 1 | |
| 2025 Q1 | 1,196 | $23,000 | $19.23 | 1 | |
| 2024 Q4 | 1,196 | $20,000 | -$810,505 | $16.72 | 1 |
| 2024 Q3 | 70,648 | $846,505 | $20.89 | 2 | |
| 2024 Q2 | 70,648 | $831,505 | $14.61 | 2 | |
| 2024 Q1 | 70,648 | $839,505 | $17.96 | 2 | |
| 2023 Q4 | 70,648 | $831,505 | $14.61 | 2 | |
| 2023 Q3 | 70,648 | $825,505 | $12.11 | 2 | |
| 2023 Q2 | 70,648 | $822,505 | $10.85 | 2 | |
| 2023 Q1 | 70,648 | $822,505 | -$4,013 | $10.85 | 2 |
| 2022 Q4 | 71,048 | $831,000 | $12.10 | 2 | |
| 2022 Q3 | 71,048 | $830,000 | $11.79 | 2 | |
| 2022 Q2 | 71,048 | $882,000 | $12.47 | 2 | |
| 2022 Q1 | 71,048 | $827,000 | -$4,762 | $11.77 | 2 |
| 2021 Q4 | 71,448 | $1,026,000 | -$46,493 | $14.44 | 2 |
| 2021 Q3 | 74,648 | $1,169,000 | $15.63 | 2 | |
| 2021 Q2 | 74,648 | $1,662,000 | $22.20 | 2 | |
| 2021 Q1 | 74,648 | $1,353,000 | $18.11 | 2 | |
| 2020 Q4 | 74,648 | $1,336,000 | $20.30 | 2 | |
| 2020 Q3 | 74,648 | $1,471,000 | -$58,000 | $21.27 | 2 |
| 2020 Q2 | 79,548 | $1,004,000 | $11.89 | 3 | |
| 2020 Q1 | 79,548 | $827,000 | $9.59 | 3 |