# HAMILTON BEACH BRANDS HLDG C COM CL A

HAMILTON BEACH BRANDS HLDG C COM CL A is a security (CUSIP 40701T104) tracked across SEC portfolio filings. 74 institutional managers reported $61.9M on Form 13F as of 2026-06-30; 11 registered fund positions totaling $4.6M via N-PORT as of 2026-05-31.

## Summary

- Issuer: HAMILTON BEACH BRANDS HLDG C
- Class: COM CL A
- CUSIP: 40701T104
- Asset category: EC
- 13F holders: 74
- 13F value: $61.9M
- 13F period: 2026-06-30
- N-PORT fund positions: 11
- N-PORT value: $4.6M
- N-PORT report: 2026-05-31

## Top institutional holders (Form 13F)

_Showing 15 of 74 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| BlackRock, Inc. | New York, NY | $9.7M | 513,056 |
| DIMENSIONAL FUND ADVISORS LP | AUSTIN, TX | $7.5M | 396,172 |
| [Pacific Ridge Capital Partners, LLC](https://search.stillhousedata.com/firm/152154) | LAKE OSWEGO, OR | $6.5M | 344,109 |
| [VANGUARD GROUP INC](https://search.stillhousedata.com/firm/105958) | Valley Forge, PA | $6.5M | 394,468 |
| North Star Investment Management Corp. | CHICAGO, IL | $4.4M | 190,600 |
| AMERICAN CENTURY COMPANIES INC | KANSAS CITY, MO | $3.6M | 189,531 |
| [GEODE CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/115504) | BOSTON, MA | $2.9M | 154,864 |
| STATE STREET CORP | BOSTON, MA | $2.5M | 130,425 |
| Bank of New York Mellon Corp | NEW YORK, NY | $2.1M | 92,468 |
| [BRIDGEWAY CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/111441) | HOUSTON, TX | $2.0M | 104,892 |
| Empowered Funds, LLC | HAVERTOWN, PA | $1.3M | 67,692 |
| PNC Financial Services Group, Inc. | Pittsburgh, PA | $1.3M | 66,500 |
| NORTHERN TRUST CORP | CHICAGO, IL | $1.1M | 58,550 |
| CWM, LLC | OMAHA, NE | $1.0M | 54,659 |
| MORGAN STANLEY | NEW YORK, NY | $870K | 45,935 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [North Star Dividend Fund](https://search.stillhousedata.com/fund/S000040441) | NORTHERN LIGHTS FUND TRUST II | $1.3M | 133.16% |
| [VANGUARD EXTENDED MARKET INDEX FUND](https://search.stillhousedata.com/fund/S000002841) | VANGUARD INDEX FUNDS | $1.2M | 0.15% |
| [U.S. MICRO CAP PORTFOLIO](https://search.stillhousedata.com/fund/S000000948) | DFA INVESTMENT DIMENSIONS GROUP INC | $818K | 1.10% |
| [VANGUARD RUSSELL 2000 INDEX FUND](https://search.stillhousedata.com/fund/S000030003) | VANGUARD SCOTTSDALE FUNDS | $737K | 0.42% |
| [Master Small Cap Index Series](https://search.stillhousedata.com/fund/S000002716) | Quantitative Master Series LLC | $246K | 0.51% |
| [VANGUARD BALANCED INDEX FUND](https://search.stillhousedata.com/fund/S000002560) | VANGUARD VALLEY FORGE FUNDS | $69K | 0.01% |
| [VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND](https://search.stillhousedata.com/fund/S000002855) | VANGUARD INSTITUTIONAL INDEX FUNDS | $56K | 0.02% |
| [Vericimetry U.S. Small Cap Value Fund](https://search.stillhousedata.com/fund/S000033942) | VERICIMETRY FUNDS | $32K | 1.92% |
| [JNL/Mellon Consumer Discretionary Sector Fund](https://search.stillhousedata.com/fund/S000001696) | JNL Variable Fund LLC | $31K | 0.33% |
| [Longview Advantage ETF](https://search.stillhousedata.com/fund/S000086399) | RBB Fund Trust | $23K | 0.34% |
| [DWS Small Cap Index VIP](https://search.stillhousedata.com/fund/S000006223) | DEUTSCHE DWS INVESTMENTS VIT FUNDS | $21K | 0.49% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/40701T104.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.