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Helen of Troy (HELE) Institutional Ownership

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$21.99 -0.23 (-1.04%)
Closing price 08/7/2025 04:00 PM Eastern
Extended Trading
$21.89 -0.10 (-0.46%)
As of 08/7/2025 07:56 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Helen of Troy (NASDAQ:HELE)

Number of
Institutional Buyers
(last 12 months)
144
Total
Institutional Inflows
(last 12 months)
$576.13M
Number of
Institutional Sellers
(last 12 months)
81
Total
Institutional Outflows
(last 12 months)
$231.71M
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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
8/6/2025 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%
6/18/2025Voya 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%
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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%
5/13/2025American Century Companies Inc.54,762$2.93M0.0%+11.1%0.239%
5/13/2025Russell Investments Group Ltd.88,177$4.72M0.0%+146.0%0.384%
5/12/2025Public Sector Pension Investment Board72,526$3.88M0.0%+27.3%0.316%
5/12/2025Nuveen LLC88,473$4.73M0.0%N/A0.386%
5/12/2025Aigen Investment Management LP10,085$539K0.1%N/A0.044%
5/12/2025Invesco Ltd.102,657$5.49M0.0%+12.3%0.447%
5/12/2025Swiss National Bank44,300$2.37M0.0%-1.6%0.193%
5/12/2025 Maryland State Retirement & Pension System6,657$356K0.0%-13.6%0.029%
5/9/2025Deutsche Bank AG39,642$2.12M0.0%-29.4%0.173%
5/9/2025Charles Schwab Investment Management Inc.520,422$27.84M0.0%+7.9%2.268%
5/9/2025Vanguard Group Inc.2,598,327$138.99M0.0%-1.1%11.325%
5/9/2025Pacific Ridge Capital Partners LLC11,483$614K0.2%+12.2%0.050%
5/9/2025PNC Financial Services Group Inc.3,175$170K0.0%-16.8%0.014%
5/8/2025 US Bancorp DE10,692$572K0.0%+22.8%0.047%
5/8/2025Clark Estates Inc. NY34,200$1.83M0.4%-9.3%0.149%
5/8/2025Federated Hermes Inc.185,616$9.93M0.0%+3,325.3%0.809%
5/7/2025LPL Financial LLC77,553$4.15M0.0%+67.8%0.338%
5/7/2025Zurcher Kantonalbank Zurich Cantonalbank 7,034$376K0.0%+29.8%0.031%
5/6/2025Avantax Advisory Services Inc.19,146$1.02M0.0%+42.6%0.083%
5/6/2025Royce & Associates LP14,333$767K0.0%+141.3%0.062%
5/6/2025IMA Advisory Services Inc.963$52K0.0%N/A0.004%
5/6/2025Choreo LLC7,030$376K0.0%N/A0.031%
5/2/2025 Pzena Investment Management LLC756,227$40.45M0.1%+7.2%3.296%
5/2/2025 Verdence Capital Advisors LLC4,923$263K0.0%N/A0.021%
4/30/2025 Ninety One UK Ltd17,578$940K0.0%-37.1%0.077%
4/29/2025 Envestnet Asset Management Inc.149,625$8.00M0.0%+20.8%0.655%
4/29/2025 Bank of New York Mellon Corp166,651$8.91M0.0%-52.3%0.729%
4/28/2025Principal Financial Group Inc.134,689$7.21M0.0%+2.6%0.589%
4/25/2025 New York State Teachers Retirement System23,445$1.25M0.0%-13.6%0.103%
4/23/2025 Oppenheimer Asset Management Inc.12,926$691K0.0%+32.9%0.057%
4/17/2025 QRG Capital Management Inc.3,875$207K0.0%N/A0.017%
4/15/2025 Net Worth Advisory Group7,090$379K0.1%+47.0%0.031%
4/15/2025SG Americas Securities LLC13,351$714K0.0%N/A0.058%
4/8/2025Rhumbline Advisers72,141$3.86M0.0%-4.2%0.316%
4/7/2025 GAMMA Investing LLC37,390$20M0.0%+7,625.2%0.164%
4/3/2025 First Hawaiian Bank9,647$516K0.0%-3.8%0.042%
3/24/2025Wellington Management Group LLP239,857$14.35M0.0%-1.0%1.049%
3/18/2025California State Teachers Retirement System21,360$1.28M0.0%-1.0%0.093%
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2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC63,912$3.82M0.0%+10.7%0.280%
2/17/2025Voloridge Investment Management LLC110,551$6.61M0.0%-67.3%0.484%
2/17/2025Woodline Partners LP72,180$4.32M0.0%N/A0.316%
2/17/2025Two Sigma Investments LP7,208$431K0.0%-94.9%0.032%
2/17/2025Tidal Investments LLC5,278$316K0.0%-4.7%0.023%
2/17/2025State of Wyoming814$49K0.0%-52.6%0.004%
2/17/2025Systematic Financial Management LP236,809$14.17M0.4%+4.4%1.036%
2/17/2025Point72 Asset Management L.P.4,300$257K0.0%N/A0.019%
2/17/2025Point72 Hong Kong Ltd50,105$3.00M0.2%N/A0.219%
2/17/2025ProShare Advisors LLC6,868$411K0.0%+44.5%0.030%
(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, 260 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 Snyder Capital Management L P ($57.07M).Learn more on Helen of Troy's institutional investors.

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

Of the 204 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), Armistice Capital LLC ($371K), Jacobs Levy Equity Management Inc. ($333.93K), and William Blair Investment Management LLC ($329.38K).

How much institutional buying is happening at Helen of Troy?

Institutional investors have bought a total of 9,365,769 shares in the last 24 months. This purchase volume represents approximately $545.60M in transactions.

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

Of the 79 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 ($406.11K), Voloridge Investment Management LLC ($227.58K), AQR Capital Management LLC ($200.92K), 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 3,822,962 shares in the last 24 months. This volume of shares sold represents approximately $230.50M in transactions.


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