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Helen of Troy (HELE) Institutional Ownership

Helen of Troy logo
$26.51 -0.04 (-0.15%)
Closing price 10/9/2026 04:00 PM Eastern
Extended Trading
$26.39 -0.12 (-0.46%)
As of 10/9/2026 07:55 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 Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Helen of Troy (NASDAQ:HELE)

Number of
Institutional Buyers
(last 12 months)
103
Total
Institutional Inflows
(last 12 months)
$314.40M
Number of
Institutional Sellers
(last 12 months)
49
Total
Institutional Outflows
(last 12 months)
$84.03M
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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
9/9/2026Capstone Financial Advisors Inc.8,000$233K0.0%-20.0%0.034%
9/9/2026WINTON GROUP Ltd8,500$247K0.0%N/A0.036%
9/9/2026Engineers Gate Manager LP65,737$1.91M0.0%-62.2%0.282%
9/9/2026Integrated Wealth Concepts LLC2,104$61K0.0%N/A0.009%
9/9/2026IFP Advisors Inc1,230$36K0.0%+122.0%0.005%
9/8/2026Allworth Financial LP2,589$75K0.0%+142.2%0.011%
8/19/2026Hsbc Holdings PLC297,763$8.51M0.0%+116.7%1.279%
8/19/2026Wellington Management Group LLP824,238$23.96M0.0%+12.8%3.539%
8/18/2026Empowered Funds LLC58,005$1.69M0.0%N/A0.249%
8/18/2026Public Employees Retirement System of Ohio3,869$112K0.0%N/A0.017%
8/17/2026Bank of America Corp DE954,568$27.75M0.0%N/A4.099%
8/15/2026Man Group plc21,543$626K0.0%N/A0.092%
8/14/2026Hsbc Holdings PLC297,763$8.51M0.0%N/A1.279%
8/14/2026Canada Pension Plan Investment Board16,200$471K0.0%N/A0.070%
8/14/2026Legal & General Group Plc9,705$282K0.0%N/A0.042%
8/14/2026Paradigm Capital Management Inc. NY488,000$14.19M0.4%N/A2.095%
8/13/2026Pinnacle Holdings LLC80,606$2.34M0.7%N/A0.346%
8/12/2026Quantbot Technologies LP9,578$278K0.0%N/A0.041%
8/12/2026Ieq Capital LLC111,437$3.24M0.0%N/A0.478%
8/11/2026Allworth Financial LP2,589$75K0.0%N/A0.011%
8/10/2026Empirical Asset Management LLC20,740$603K0.1%N/A0.089%
8/8/2026Meeder Asset Management Inc.1,010$29K0.0%N/A0.004%
8/7/2026Pzena Investment Management LLC676,577$19.67M0.1%N/A2.905%
8/7/2026BlackRock Inc.1,883,032$54.74M0.0%N/A8.085%
8/7/2026Pallas Capital Advisors LLC8,516$248K0.0%N/A0.037%
8/7/2026Deutsche Bank AG34,306$997K0.0%N/A0.147%
8/6/2026Bank of New York Mellon Corp95,229$2.77M0.0%N/A0.409%
8/6/2026State of Wyoming2,981$87K0.0%N/A0.013%
8/6/2026GSA Capital Partners LLP110,865$3.22M0.2%N/A0.476%
7/10/2026Wedge Capital Management L L P NC52,687$1.53M0.0%N/A0.226%
7/2/2026 Versant Capital Management Inc3,618$105K0.0%+54.5%0.016%
5/19/2026Bank of America Corp DE606,798$8.75M0.0%-6.4%2.609%
5/19/2026Seven Six Capital Management LLC76,200$1.10M1.2%+61.4%0.328%
5/18/2026Royal Bank of Canada12,023$173K0.0%+561.3%0.052%
5/18/2026Rubric Capital Management LP366,226$5.28M0.1%+42.5%1.574%
5/16/2026Quantinno Capital Management LP45,465$656K0.0%+22.6%0.195%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund179,500$2.59M0.0%-22.4%0.772%
5/14/2026Renaissance Technologies LLC39,610$571K0.0%N/A0.170%
5/14/2026Paradigm Capital Management Inc. NY927,100$13.37M0.5%+64.3%3.986%
5/14/2026Public Employees Retirement System of Ohio3,530$51K0.0%-78.7%0.015%
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5/14/2026Sei Investments Co.33,637$485K0.0%-24.1%0.145%
5/13/2026Cetera Investment Advisers32,787$473K0.0%+9.0%0.141%
5/7/2026Dimensional Fund Advisors LP498,745$7.19M0.0%-28.8%2.144%
5/6/2026Angeles Wealth Management LLC10,855$157K0.0%N/A0.047%
5/5/2026Bank of New York Mellon Corp80,184$1.16M0.0%-1.0%0.345%
5/5/2026RWWM Inc.1,173,829$16.93M1.2%+85.7%5.047%
4/30/2026Hsbc Holdings PLC137,389$1.94M0.0%N/A0.591%
4/27/2026Leonteq Securities AG11,088$160K0.0%+166.6%0.048%
4/25/2026Strs Ohio10,200$147K0.0%+131.8%0.044%
4/25/2026Pzena Investment Management LLC761,173$10.98M0.0%-19.7%3.299%
4/23/2026Inspire Investing LLC36,282$523K0.0%+64.7%0.157%
2/24/2026Villanova Investment Management Co LLC42,621$906K0.6%-20.9%0.185%
2/19/2026Invesco Ltd.112,491$2.39M0.0%-35.9%0.488%
2/18/2026State of Tennessee Department of Treasury4,773$101K0.0%-67.9%0.021%
2/18/2026Empowered Funds LLC6,964$148K0.0%N/A0.030%
2/18/2026XTX Topco Ltd15,087$321K0.0%N/A0.065%
2/18/2026Susquehanna Portfolio Strategies LLC102,985$2.19M0.0%+25.8%0.446%
2/18/2026Millennium Management LLC1,049,381$22.30M0.0%+164.9%4.549%
2/18/2026Man Group plc24,842$528K0.0%N/A0.108%
2/18/2026Inspire Investing LLC22,027$468K0.0%+20.8%0.095%
2/18/2026Invenomic Capital Management LP593,310$12.61M0.6%+6.9%2.572%
2/18/2026Engineers Gate Manager LP59,454$1.26M0.0%N/A0.258%
2/18/2026CastleKnight Management LP468,300$9.95M0.2%-4.8%2.030%
2/18/2026Balyasny Asset Management L.P.79,069$1.68M0.0%N/A0.343%
2/18/2026Boothbay Fund Management LLC29,948$636K0.0%+56.9%0.130%
2/17/2026Schonfeld Strategic Advisors LLC20,357$433K0.0%N/A0.088%
2/17/2026AQR Capital Management LLC177,292$3.77M0.0%-0.7%0.768%
2/17/2026Cetera Investment Advisers30,078$639K0.0%-25.1%0.130%
2/17/2026Jain Global LLC48,220$1.03M0.0%N/A0.209%
2/17/2026Jump Financial LLC41,857$889K0.0%-49.0%0.181%
2/17/2026Price T Rowe Associates Inc. MD33,958$722K0.0%+37.5%0.147%
2/17/2026Weiss Asset Management LP47,100$1.00M0.0%N/A0.204%
2/17/2026Public Employees Retirement System of Ohio16,599$353K0.0%-20.6%0.072%
2/17/2026California State Teachers Retirement System1,411$30K0.0%-93.4%0.006%
2/17/2026ExodusPoint Capital Management LP47,120$1.00M0.0%+246.1%0.204%
2/17/2026Seven Six Capital Management LLC47,200$1.00M1.0%-13.7%0.205%
2/17/2026Aster Capital Management DIFC Ltd23,718$504K0.2%N/A0.103%
2/16/2026Squarepoint Ops LLC148,390$3.15M0.0%+492.6%0.643%
2/16/2026Verition Fund Management LLC17,800$378K0.0%-8.8%0.077%
2/16/2026Healthcare of Ontario Pension Plan Trust Fund231,391$4.92M0.0%N/A1.003%
2/13/2026Marshall Wace LLP156,093$3.32M0.0%N/A0.677%
2/13/2026Rubric Capital Management LP256,937$5.46M0.1%N/A1.114%
2/13/2026Bridgefront Capital LLC32,394$688K0.2%N/A0.140%
2/13/2026Jacobs Levy Equity Management Inc.249,642$5.31M0.0%-30.6%1.082%
2/13/2026Charles Schwab Investment Management Inc.881,344$18.73M0.0%+24.9%3.820%
2/13/2026State Street Corp488,516$10.38M0.0%-45.6%2.118%
2/13/2026Wells Fargo & Company MN137,344$2.92M0.0%-22.5%0.595%
2/12/2026Brooklyn Investment Group35,796$755K0.0%N/A0.155%
2/12/2026Paradigm Capital Management Inc. NY564,200$11.99M0.5%N/A2.445%
2/12/2026Dimensional Fund Advisors LP700,604$14.89M0.0%-26.6%3.037%
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2/12/2026Federated Hermes Inc.273,893$5.82M0.0%+46.3%1.187%
2/12/2026Campbell & CO Investment Adviser LLC94,883$2.02M0.1%N/A0.411%
2/12/2026Pinnacle Holdings LLC67,986$1.45M0.5%N/A0.295%
2/12/2026Earnest Partners LLC262,634$5.58M0.0%-15.7%1.138%
2/12/2026Nuveen LLC56,224$1.20M0.0%-22.8%0.244%
2/11/2026Empowered Funds LLC6,964$148K0.0%N/A0.030%
2/11/2026Deutsche Bank AG21,340$453K0.0%-4.0%0.093%
2/11/2026Franklin Resources Inc.144,739$3.08M0.0%+7.6%0.627%
2/11/2026JPMorgan Chase & Co.182,125$3.87M0.0%-24.8%0.789%
2/10/2026Goldman Sachs Group Inc.511,630$10.87M0.0%-24.1%2.218%


HELE Institutional Ownership - Frequently Asked Questions

During the previous two years, 233 institutional investors and hedge funds held shares of Helen of Troy. The most heavily invested institutionals were FMR LLC ($160.34M), BlackRock Inc. ($54.74M), Vanguard Group Inc. ($53.97M), Cooper Creek Partners Management LLC ($41.25M), Arrowstreet Capital Limited Partnership ($38.70M), Bank of America Corp DE ($27.75M), and William Blair Investment Management LLC ($26.38M).Learn more on Helen of Troy's institutional investors.

Of the 198 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: BlackRock Inc. ($1.88M), Pzena Investment Management LLC ($1.69M), Paradigm Capital Management Inc. NY ($1.42M), Pacer Advisors Inc. ($1.27M), Bank of America Corp DE ($1.12M), RWWM Inc. ($1.06M), and Millennium Management LLC ($915.27K).

Institutional investors have bought a total of 12,792,082 shares in the last 24 months. This purchase volume represents approximately $314.40M in transactions.

Of the 49 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: Dimensional Fund Advisors LP ($539.79K), Earnest Partners LLC ($509.04K), Vanguard Group Inc. ($465.04K), State Street Corp ($409.61K), Pzena Investment Management LLC ($249.58K), Bank of America Corp DE ($201.47K), and Federated Hermes Inc. ($184.90K).

Institutional investors have sold a total of 3,748,909 shares in the last 24 months. This volume of shares sold represents approximately $84.03M in transactions.


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Institutional ownership data for NASDAQ:HELE is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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