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Helen of Troy (HELE) Institutional Ownership

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$27.11 +0.10 (+0.37%)
As of 10:47 AM Eastern
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Institutional Ownership Changes (13F Filings) for Helen of Troy (NASDAQ:HELE)

Number of
Institutional Buyers
(last 12 months)
148
Total
Institutional Inflows
(last 12 months)
$567.86M
Number of
Institutional Sellers
(last 12 months)
82
Total
Institutional Outflows
(last 12 months)
$227.89M
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HELE Institutional Buying and Selling by Quarter

Helen of Troy Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/2/2025 GAMMA Investing LLC3,028$76K0.0%-50.5%0.013%
8/27/2025Squarepoint Ops LLC68,369$1.94M0.0%-484.1%0.298%
8/19/2025State of Wyoming1,149$33K0.0%-40.7%0.005%
8/16/2025Public Sector Pension Investment Board77,876$2.21M0.0%+7.4%0.339%
8/15/2025Tower Research Capital LLC TRC 1,998$57K0.0%+216.1%0.009%
8/15/2025Tidal Investments LLC8,522$242K0.0%+74.9%0.037%
8/15/2025Lazard Asset Management LLC2,368$67K0.0%N/A0.010%
8/15/2025Engineers Gate Manager LP92,984$2.64M0.0%+293.9%0.405%
8/15/2025BNP Paribas Financial Markets10,833$307K0.0%+280.0%0.047%
8/15/2025Balyasny Asset Management L.P.35,016$994K0.0%-39.8%0.153%
8/15/2025Bank of America Corp DE638,536$18.12M0.0%-3.8%2.784%
8/15/2025Ameriprise Financial Inc.450,078$12.77M0.0%+213.9%1.962%
8/15/2025AQR Capital Management LLC315,523$8.80M0.0%+188.1%1.375%
8/14/2025Raymond James Financial Inc.985$28K0.0%-98.2%0.004%
8/14/2025Canada Pension Plan Investment Board6,600$187K0.0%+407.7%0.029%
8/14/2025Bayesian Capital Management LP12,693$360K0.1%N/A0.055%
8/14/2025Quantinno Capital Management LP10,430$296K0.0%N/A0.045%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.12,552$356K0.0%-7.2%0.055%
8/14/2025Squarepoint Ops LLC68,369$1.94M0.0%-484.1%0.298%
8/14/2025Sei Investments Co.13,147$373K0.0%-62.5%0.057%
8/14/2025Qube Research & Technologies Ltd24,924$707K0.0%N/A0.109%
8/14/2025AXA S.A.7,352$209K0.0%-24.4%0.032%
8/14/2025Villanova Investment Management Co LLC30,250$858K0.9%+198.8%0.132%
8/14/2025Cerity Partners LLC18,798$533K0.0%N/A0.082%
8/14/2025Federated Hermes Inc.372,049$10.56M0.0%+100.4%1.622%
8/13/2025Marshall Wace LLP109,514$3.11M0.0%+57.9%0.477%
8/13/2025QSV Equity Investors LLC25,142$714K0.7%+28.9%0.110%
8/13/2025First Trust Advisors LP67,884$1.93M0.0%-4.8%0.296%
8/13/2025Invesco Ltd.145,663$4.13M0.0%+41.9%0.635%
8/13/2025Systematic Financial Management LP241,138$6.84M0.2%+2.8%1.051%
8/13/2025Blueshift Asset Management LLC11,046$313K0.1%N/A0.048%
8/13/2025Quantbot Technologies LP35,112$996K0.0%+63.9%0.153%
8/13/2025Fisher Asset Management LLC9,913$281K0.0%-8.8%0.043%
8/13/2025Russell Investments Group Ltd.53,797$1.53M0.0%-39.0%0.235%
8/12/2025American Century Companies Inc.57,265$1.63M0.0%+4.6%0.250%
8/12/2025Rhumbline Advisers73,507$2.09M0.0%+1.9%0.320%
8/12/2025Franklin Resources Inc.97,417$2.77M0.0%+19.3%0.425%
8/12/2025Legal & General Group Plc61,413$1.74M0.0%-1.8%0.268%
8/12/2025Swiss National Bank43,600$1.24M0.0%-1.6%0.190%
8/12/2025Ensign Peak Advisors Inc4,934$140K0.0%-39.7%0.022%
8/11/2025LSV Asset Management76,892$2.18M0.0%+10.8%0.335%
8/8/2025Intech Investment Management LLC12,639$359K0.0%-5.1%0.055%
8/8/2025Creative Planning19,821$563K0.0%+381.3%0.086%
8/8/2025SG Americas Securities LLC158,419$4.50M0.0%+1,086.6%0.691%
8/8/2025Police & Firemen s Retirement System of New Jersey5,454$155K0.0%+16.2%0.024%
8/8/2025Geode Capital Management LLC557,368$15.82M0.0%-0.6%2.430%
8/8/2025PNC Financial Services Group Inc.4,013$114K0.0%+26.4%0.017%
8/8/2025M&G PLC319,686$8.95M0.0%N/A1.394%
8/6/2025Savant Capital LLC9,271$263K0.0%+121.3%0.040%
8/5/2025Corton Capital Inc.10,201$290K0.3%N/A0.044%
8/5/2025Bank of Montreal Can21,476$609K0.0%-52.8%0.094%
8/4/2025RWWM Inc.192,861$5.47M0.5%N/A0.841%
8/1/2025Y Intercept Hong Kong Ltd27,195$772K0.0%N/A0.119%
8/1/2025Envestnet Asset Management Inc.137,443$3.90M0.0%-8.1%0.599%
7/31/2025Nisa Investment Advisors LLC1,202$34K0.0%-77.3%0.005%
7/31/2025Oppenheimer Asset Management Inc.10,277$292K0.0%-20.5%0.045%
7/29/2025Nordea Investment Management AB69,400$1.97M0.0%+41.2%0.302%
7/25/2025Pzena Investment Management LLC985,331$27.96M0.1%+30.3%4.295%
7/25/2025CWM LLC6,927$197K0.0%+556.6%0.030%
7/24/2025Inspire Investing LLC13,797$392K0.0%+113.4%0.060%
7/23/2025KLP Kapitalforvaltning AS4,000$114K0.0%-24.5%0.017%
7/18/2025Robeco Institutional Asset Management B.V.16,967$482K0.0%N/A0.074%
7/16/2025Signaturefd LLC1,429$41K0.0%+71.1%0.006%
7/16/2025State of Alaska Department of Revenue13,672$387K0.0%+8.0%0.060%
7/14/2025Counterpoint Mutual Funds LLC12,764$362K0.0%N/A0.056%
7/14/2025 GAMMA Investing LLC6,114$174K0.0%+774.7%0.027%
7/10/2025Wealth Enhancement Advisory Services LLC11,062$314K0.0%N/A0.048%
7/8/2025Parallel Advisors LLC1,752$50K0.0%+2,820.0%0.008%
6/18/2025Voya Investment Management LLC6,210$332K0.0%-9.8%0.027%
6/4/2025 First Hawaiian Bank9,647$516K0.0%-3.8%0.042%
5/29/2025Rhumbline Advisers72,141$3.86M0.0%-4.2%0.314%
5/27/2025Villanova Investment Management Co LLC10,125$542K1.5%-54.2%0.044%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC74,309$3.98M0.0%+16.3%0.324%
5/16/2025Clearline Capital LP82,770$4.43M0.3%-24.9%0.361%
5/16/2025Goldman Sachs Group Inc.208,742$11.17M0.0%-12.2%0.910%
5/16/2025Petrus Trust Company LTA6,046$323K0.0%N/A0.026%
5/16/2025Millennium Management LLC261,972$14.01M0.0%N/A1.142%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.13,533$724K0.0%+4.3%0.059%
5/16/2025Invenomic Capital Management LP238,791$12.77M0.6%+68.2%1.041%
5/16/2025Jacobs Levy Equity Management Inc.332,708$17.80M0.1%+1,985.6%1.450%
5/16/2025AQR Capital Management LLC109,512$5.81M0.0%-43.8%0.477%
5/16/2025Amundi1,281$69K0.0%-22.4%0.006%
5/16/2025Ancora Advisors LLC81,650$4.37M0.1%+55.8%0.356%
5/15/2025Cubist Systematic Strategies LLC97,148$5.20M0.0%+1,392.7%0.423%
5/15/2025Royal Bank of Canada7,102$380K0.0%+60.2%0.031%
5/15/2025Graham Capital Management L.P.18,094$968K0.0%N/A0.079%
5/15/2025Armistice Capital LLC371,000$19.85M0.3%N/A1.617%
5/15/2025State of Wyoming1,936$104K0.0%+137.8%0.008%
5/15/2025Landscape Capital Management L.L.C.130,417$6.98M0.6%N/A0.568%
5/15/2025Earnest Partners LLC780,940$41.77M0.2%+3.1%3.404%
5/14/2025Systematic Financial Management LP234,668$12.55M0.4%-0.9%1.023%
5/14/2025Jump Financial LLC30,230$1.62M0.0%N/A0.132%
5/14/2025Hotchkis & Wiley Capital Management LLC224,160$11.99M0.0%+7.7%0.977%
5/14/2025Capital Fund Management S.A.12,438$665K0.0%-78.8%0.054%
5/14/2025Hsbc Holdings PLC4,761$258K0.0%N/A0.021%
5/14/2025Fuller & Thaler Asset Management Inc.236,682$12.66M0.0%+1.1%1.032%
5/14/2025Quantbot Technologies LP21,428$1.15M0.0%N/A0.093%
5/14/2025Wellington Management Group LLP279,621$14.96M0.0%+16.6%1.219%
5/13/2025Northern Trust Corp263,777$14.11M0.0%+1.9%1.150%
5/13/2025Raymond James Financial Inc.55,313$2.96M0.0%-1.7%0.241%
(Data available from 1/1/2016 forward)

HELE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HELE shares?

During the previous two years, 258 institutional investors and hedge funds held shares of Helen of Troy. The most heavily invested institutionals were Cooke & Bieler LP ($177.46M), FMR LLC ($160.34M), Vanguard Group Inc. ($138.99M), Capital Research Global Investors ($125.17M), Capital World Investors ($69.14M), Dimensional Fund Advisors LP ($64.88M), and State Street Corp ($55.34M).Learn more on Helen of Troy's institutional investors.

Which institutional investors have been buying Helen of Troy's stock?

Of the 209 institutional investors that purchased Helen of Troy's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Pacer Advisors Inc. ($1.07M), Pzena Investment Management LLC ($985.33K), Cooper Creek Partners Management LLC ($689.42K), Arrowstreet Capital Limited Partnership ($528.31K), M&G PLC ($508.43K), Armistice Capital LLC ($371K), and Federated Hermes Inc. ($367.98K).

How much institutional buying is happening at Helen of Troy?

Institutional investors have bought a total of 10,771,951 shares in the last 24 months. This purchase volume represents approximately $567.86M in transactions.

Which of Helen of Troy's major shareholders have been selling company stock?

Of the 81 institutional investors that sold Helen of Troy's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Allspring Global Investments Holdings LLC ($830.65K), FMR LLC ($802.67K), Fisher Asset Management LLC ($407.06K), Voloridge Investment Management LLC ($227.58K), AQR Capital Management LLC ($197.93K), Bank of New York Mellon Corp ($182.55K), and Pacer Advisors Inc. ($150.43K).

How much institutional selling is happening at Helen of Troy?

Institutional investors have sold a total of 3,919,404 shares in the last 24 months. This volume of shares sold represents approximately $227.89M in transactions.


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This page (NASDAQ:HELE) was last updated on 10/8/2025 by MarketBeat.com Staff
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