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Helen of Troy (HELE) Institutional Ownership

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$24.27 -0.79 (-3.14%)
As of 03:02 PM Eastern
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Institutional Ownership Changes (13F Filings) for Helen of Troy (NASDAQ:HELE)

Number of
Institutional Buyers
(last 12 months)
149
Total
Institutional Inflows
(last 12 months)
$568.21M
Number of
Institutional Sellers
(last 12 months)
81
Total
Institutional Outflows
(last 12 months)
$227.93M
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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
8/27/2025 Squarepoint Ops LLC68,369$1.94M0.0%-484.1%0.298%
8/19/2025 State of Wyoming1,149$33K0.0%-40.7%0.005%
8/16/2025 Public Sector Pension Investment Board77,876$2.21M0.0%+7.4%0.339%
8/15/2025 Tower Research Capital LLC TRC 1,998$57K0.0%+216.1%0.009%
8/15/2025 Tidal Investments LLC8,522$242K0.0%+74.9%0.037%
8/15/2025 Lazard Asset Management LLC2,368$67K0.0%N/A0.010%
8/15/2025 Engineers Gate Manager LP92,984$2.64M0.0%+293.9%0.405%
8/15/2025 BNP Paribas Financial Markets10,833$307K0.0%+280.0%0.047%
8/15/2025 Balyasny Asset Management L.P.35,016$994K0.0%-39.8%0.153%
8/15/2025 Bank of America Corp DE638,536$18.12M0.0%-3.8%2.784%
8/15/2025 Ameriprise Financial Inc.450,078$12.77M0.0%+213.9%1.962%
8/15/2025 AQR Capital Management LLC315,523$8.80M0.0%+188.1%1.375%
8/14/2025 Raymond James Financial Inc.985$28K0.0%-98.2%0.004%
8/14/2025 Canada Pension Plan Investment Board6,600$187K0.0%+407.7%0.029%
8/14/2025 Bayesian Capital Management LP12,693$360K0.1%N/A0.055%
8/14/2025 Quantinno Capital Management LP10,430$296K0.0%N/A0.045%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.12,552$356K0.0%-7.2%0.055%
8/14/2025 Squarepoint Ops LLC68,369$1.94M0.0%-484.1%0.298%
8/14/2025 Sei Investments Co.13,147$373K0.0%-62.5%0.057%
8/14/2025 Qube Research & Technologies Ltd24,924$707K0.0%N/A0.109%
8/14/2025 AXA S.A.7,352$209K0.0%-24.4%0.032%
8/14/2025 Villanova Investment Management Co LLC30,250$858K0.9%+198.8%0.132%
8/14/2025 Cerity Partners LLC18,798$533K0.0%N/A0.082%
8/14/2025 Federated Hermes Inc.372,049$10.56M0.0%+100.4%1.622%
8/13/2025 Marshall Wace LLP109,514$3.11M0.0%+57.9%0.477%
8/13/2025 QSV Equity Investors LLC25,142$714K0.7%+28.9%0.110%
8/13/2025 First Trust Advisors LP67,884$1.93M0.0%-4.8%0.296%
8/13/2025 Invesco Ltd.145,663$4.13M0.0%+41.9%0.635%
8/13/2025 Systematic Financial Management LP241,138$6.84M0.2%+2.8%1.051%
8/13/2025 Blueshift Asset Management LLC11,046$313K0.1%N/A0.048%
8/13/2025 Quantbot Technologies LP35,112$996K0.0%+63.9%0.153%
8/13/2025 Fisher Asset Management LLC9,913$281K0.0%-8.8%0.043%
8/13/2025 Russell Investments Group Ltd.53,797$1.53M0.0%-39.0%0.235%
8/12/2025 American Century Companies Inc.57,265$1.63M0.0%+4.6%0.250%
8/12/2025 Rhumbline Advisers73,507$2.09M0.0%+1.9%0.320%
8/12/2025 Franklin Resources Inc.97,417$2.77M0.0%+19.3%0.425%
8/12/2025 Legal & General Group Plc61,413$1.74M0.0%-1.8%0.268%
8/12/2025 Swiss National Bank43,600$1.24M0.0%-1.6%0.190%
8/12/2025 Ensign Peak Advisors Inc4,934$140K0.0%-39.7%0.022%
8/11/2025 LSV Asset Management76,892$2.18M0.0%+10.8%0.335%
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8/8/2025 Intech Investment Management LLC12,639$359K0.0%-5.1%0.055%
8/8/2025 Creative Planning19,821$563K0.0%+381.3%0.086%
8/8/2025 SG Americas Securities LLC158,419$4.50M0.0%+1,086.6%0.691%
8/8/2025 Police & Firemen s Retirement System of New Jersey5,454$155K0.0%+16.2%0.024%
8/8/2025 Geode Capital Management LLC557,368$15.82M0.0%-0.6%2.430%
8/8/2025 PNC Financial Services Group Inc.4,013$114K0.0%+26.4%0.017%
8/8/2025 M&G PLC319,686$8.95M0.0%N/A1.394%
8/6/2025 Savant Capital LLC9,271$263K0.0%+121.3%0.040%
8/5/2025 Corton Capital Inc.10,201$290K0.3%N/A0.044%
8/5/2025 Bank of Montreal Can21,476$609K0.0%-52.8%0.094%
8/4/2025 RWWM Inc.192,861$5.47M0.5%N/A0.841%
8/1/2025 Y Intercept Hong Kong Ltd27,195$772K0.0%N/A0.119%
8/1/2025 Envestnet Asset Management Inc.137,443$3.90M0.0%-8.1%0.599%
7/31/2025 Nisa Investment Advisors LLC1,202$34K0.0%-77.3%0.005%
7/31/2025 Oppenheimer Asset Management Inc.10,277$292K0.0%-20.5%0.045%
7/29/2025 Nordea Investment Management AB69,400$1.97M0.0%+41.2%0.302%
7/25/2025 Pzena Investment Management LLC985,331$27.96M0.1%+30.3%4.295%
7/25/2025 CWM LLC6,927$197K0.0%+556.6%0.030%
7/24/2025 Inspire Investing LLC13,797$392K0.0%+113.4%0.060%
7/23/2025 KLP Kapitalforvaltning AS4,000$114K0.0%-24.5%0.017%
7/18/2025 Robeco Institutional Asset Management B.V.16,967$482K0.0%N/A0.074%
7/16/2025 Signaturefd LLC1,429$41K0.0%+71.1%0.006%
7/16/2025 State of Alaska Department of Revenue13,672$387K0.0%+8.0%0.060%
7/14/2025 Counterpoint Mutual Funds LLC12,764$362K0.0%N/A0.056%
7/14/2025 GAMMA Investing LLC6,114$174K0.0%+774.7%0.027%
7/10/2025 Wealth Enhancement Advisory Services LLC11,062$314K0.0%N/A0.048%
7/8/2025 Parallel Advisors LLC1,752$50K0.0%+2,820.0%0.008%
6/18/2025 Voya Investment Management LLC6,210$332K0.0%-9.8%0.027%
6/4/2025 First Hawaiian Bank9,647$516K0.0%-3.8%0.042%
5/29/2025 Rhumbline Advisers72,141$3.86M0.0%-4.2%0.314%
5/27/2025 Villanova Investment Management Co LLC10,125$542K1.5%-54.2%0.044%
5/19/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC74,309$3.98M0.0%+16.3%0.324%
5/16/2025 Clearline Capital LP82,770$4.43M0.3%-24.9%0.361%
5/16/2025 Goldman Sachs Group Inc.208,742$11.17M0.0%-12.2%0.910%
5/16/2025 Petrus Trust Company LTA6,046$323K0.0%N/A0.026%
5/16/2025 Millennium Management LLC261,972$14.01M0.0%N/A1.142%
5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.13,533$724K0.0%+4.3%0.059%
5/16/2025 Invenomic Capital Management LP238,791$12.77M0.6%+68.2%1.041%
5/16/2025 Jacobs Levy Equity Management Inc.332,708$17.80M0.1%+1,985.6%1.450%
5/16/2025 AQR Capital Management LLC109,512$5.81M0.0%-43.8%0.477%
5/16/2025 Amundi1,281$69K0.0%-22.4%0.006%
5/16/2025 Ancora Advisors LLC81,650$4.37M0.1%+55.8%0.356%
5/15/2025 Cubist Systematic Strategies LLC97,148$5.20M0.0%+1,392.7%0.423%
5/15/2025 Royal Bank of Canada7,102$380K0.0%+60.2%0.031%
5/15/2025 Graham Capital Management L.P.18,094$968K0.0%N/A0.079%
5/15/2025 Armistice Capital LLC371,000$19.85M0.3%N/A1.617%
5/15/2025 State of Wyoming1,936$104K0.0%+137.8%0.008%
5/15/2025 Landscape Capital Management L.L.C.130,417$6.98M0.6%N/A0.568%
5/15/2025 Earnest Partners LLC780,940$41.77M0.2%+3.1%3.404%
5/14/2025 Systematic Financial Management LP234,668$12.55M0.4%-0.9%1.023%
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5/14/2025 Jump Financial LLC30,230$1.62M0.0%N/A0.132%
5/14/2025 Hotchkis & Wiley Capital Management LLC224,160$11.99M0.0%+7.7%0.977%
5/14/2025 Capital Fund Management S.A.12,438$665K0.0%-78.8%0.054%
5/14/2025 Hsbc Holdings PLC4,761$258K0.0%N/A0.021%
5/14/2025 Fuller & Thaler Asset Management Inc.236,682$12.66M0.0%+1.1%1.032%
5/14/2025 Quantbot Technologies LP21,428$1.15M0.0%N/A0.093%
5/14/2025 Wellington Management Group LLP279,621$14.96M0.0%+16.6%1.219%
5/13/2025 Northern Trust Corp263,777$14.11M0.0%+1.9%1.150%
5/13/2025 Raymond James Financial Inc.55,313$2.96M0.0%-1.7%0.241%
5/13/2025 American Century Companies Inc.54,762$2.93M0.0%+11.1%0.239%
(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 10,777,537 shares in the last 24 months. This purchase volume represents approximately $568.21M 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 3,918,142 shares in the last 24 months. This volume of shares sold represents approximately $227.93M in transactions.


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This page (NASDAQ:HELE) was last updated on 8/28/2025 by MarketBeat.com Staff
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