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Helen of Troy (HELE) Institutional Ownership

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$28.62 -0.30 (-1.04%)
As of 08/28/2026 04:00 PM Eastern

Institutional Ownership Changes (13F Filings) for Helen of Troy (NASDAQ:HELE)

Number of
Institutional Buyers
(last 12 months)
101
Total
Institutional Inflows
(last 12 months)
$314.26M
Number of
Institutional Sellers
(last 12 months)
47
Total
Institutional Outflows
(last 12 months)
$80.90M
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HELE Institutional Buying and Selling by Quarter

Helen of Troy Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/24/2026 California State Teachers Retirement System9,331$271K0.0%+652.5%0.040%
8/19/2026 Hsbc Holdings PLC297,763$8.51M0.0%+116.7%1.279%
8/19/2026 Wellington Management Group LLP824,238$23.96M0.0%+12.8%3.539%
8/18/2026 Empowered Funds LLC58,005$1.69M0.0%N/A0.249%
8/18/2026 Public Employees Retirement System of Ohio3,869$112K0.0%N/A0.017%
8/17/2026 Bank of America Corp DE954,568$27.75M0.0%N/A4.099%
8/15/2026 Man Group plc21,543$626K0.0%N/A0.092%
8/14/2026 Hsbc Holdings PLC297,763$8.51M0.0%N/A1.279%
8/14/2026 Canada Pension Plan Investment Board16,200$471K0.0%N/A0.070%
8/14/2026 Legal & General Group Plc9,705$282K0.0%N/A0.042%
8/14/2026 Paradigm Capital Management Inc. NY488,000$14.19M0.4%N/A2.095%
8/13/2026 Pinnacle Holdings LLC80,606$2.34M0.7%N/A0.346%
8/12/2026 Quantbot Technologies LP9,578$278K0.0%N/A0.041%
8/12/2026 Ieq Capital LLC111,437$3.24M0.0%N/A0.478%
8/11/2026 Allworth Financial LP2,589$75K0.0%N/A0.011%
8/10/2026 Empirical Asset Management LLC20,740$603K0.1%N/A0.089%
8/8/2026 Meeder Asset Management Inc.1,010$29K0.0%N/A0.004%
8/7/2026 Pzena Investment Management LLC676,577$19.67M0.1%N/A2.905%
8/7/2026 BlackRock Inc.1,883,032$54.74M0.0%N/A8.085%
8/7/2026 Pallas Capital Advisors LLC8,516$248K0.0%N/A0.037%
8/7/2026 Deutsche Bank AG34,306$997K0.0%N/A0.147%
8/6/2026 Bank of New York Mellon Corp95,229$2.77M0.0%N/A0.409%
8/6/2026 State of Wyoming2,981$87K0.0%N/A0.013%
8/6/2026 GSA Capital Partners LLP110,865$3.22M0.2%N/A0.476%
7/10/2026 Wedge 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%
5/19/2026 Bank of America Corp DE606,798$8.75M0.0%-6.4%2.609%
5/19/2026 Seven Six Capital Management LLC76,200$1.10M1.2%+61.4%0.328%
5/18/2026 Royal Bank of Canada12,023$173K0.0%+561.3%0.052%
5/18/2026 Rubric Capital Management LP366,226$5.28M0.1%+42.5%1.574%
5/16/2026 Quantinno Capital Management LP45,465$656K0.0%+22.6%0.195%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund179,500$2.59M0.0%-22.4%0.772%
5/14/2026 Renaissance Technologies LLC39,610$571K0.0%N/A0.170%
5/14/2026 Paradigm Capital Management Inc. NY927,100$13.37M0.5%+64.3%3.986%
5/14/2026 Public Employees Retirement System of Ohio3,530$51K0.0%-78.7%0.015%
5/14/2026 Sei Investments Co.33,637$485K0.0%-24.1%0.145%
5/13/2026 Cetera Investment Advisers32,787$473K0.0%+9.0%0.141%
5/7/2026 Dimensional Fund Advisors LP498,745$7.19M0.0%-28.8%2.144%
5/6/2026 Angeles Wealth Management LLC10,855$157K0.0%N/A0.047%
5/5/2026 Bank of New York Mellon Corp80,184$1.16M0.0%-1.0%0.345%
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5/5/2026 RWWM Inc.1,173,829$16.93M1.2%+85.7%5.047%
4/30/2026 Hsbc Holdings PLC137,389$1.94M0.0%N/A0.591%
4/27/2026 Leonteq Securities AG11,088$160K0.0%+166.6%0.048%
4/25/2026 Strs Ohio10,200$147K0.0%+131.8%0.044%
4/25/2026 Pzena Investment Management LLC761,173$10.98M0.0%-19.7%3.299%
4/23/2026 Inspire Investing LLC36,282$523K0.0%+64.7%0.157%
2/24/2026 Villanova Investment Management Co LLC42,621$906K0.6%-20.9%0.185%
2/19/2026 Invesco Ltd.112,491$2.39M0.0%-35.9%0.488%
2/18/2026 State of Tennessee Department of Treasury4,773$101K0.0%-67.9%0.021%
2/18/2026 Empowered Funds LLC6,964$148K0.0%N/A0.030%
2/18/2026 XTX Topco Ltd15,087$321K0.0%N/A0.065%
2/18/2026 Susquehanna Portfolio Strategies LLC102,985$2.19M0.0%+25.8%0.446%
2/18/2026 Millennium Management LLC1,049,381$22.30M0.0%+164.9%4.549%
2/18/2026 Man Group plc24,842$528K0.0%N/A0.108%
2/18/2026 Inspire Investing LLC22,027$468K0.0%+20.8%0.095%
2/18/2026 Invenomic Capital Management LP593,310$12.61M0.6%+6.9%2.572%
2/18/2026 Engineers Gate Manager LP59,454$1.26M0.0%N/A0.258%
2/18/2026 CastleKnight Management LP468,300$9.95M0.2%-4.8%2.030%
2/18/2026 Balyasny Asset Management L.P.79,069$1.68M0.0%N/A0.343%
2/18/2026 Boothbay Fund Management LLC29,948$636K0.0%+56.9%0.130%
2/17/2026 Schonfeld Strategic Advisors LLC20,357$433K0.0%N/A0.088%
2/17/2026 AQR Capital Management LLC177,292$3.77M0.0%-0.7%0.768%
2/17/2026 Cetera Investment Advisers30,078$639K0.0%-25.1%0.130%
2/17/2026 Jain Global LLC48,220$1.03M0.0%N/A0.209%
2/17/2026 Jump Financial LLC41,857$889K0.0%-49.0%0.181%
2/17/2026 Price T Rowe Associates Inc. MD33,958$722K0.0%+37.5%0.147%
2/17/2026 Weiss Asset Management LP47,100$1.00M0.0%N/A0.204%
2/17/2026 Public Employees Retirement System of Ohio16,599$353K0.0%-20.6%0.072%
2/17/2026 California State Teachers Retirement System1,411$30K0.0%-93.4%0.006%
2/17/2026 ExodusPoint Capital Management LP47,120$1.00M0.0%+246.1%0.204%
2/17/2026 Seven Six Capital Management LLC47,200$1.00M1.0%-13.7%0.205%
2/17/2026 Aster Capital Management DIFC Ltd23,718$504K0.2%N/A0.103%
2/16/2026 Squarepoint Ops LLC148,390$3.15M0.0%+492.6%0.643%
2/16/2026 Verition Fund Management LLC17,800$378K0.0%-8.8%0.077%
2/16/2026 Healthcare of Ontario Pension Plan Trust Fund231,391$4.92M0.0%N/A1.003%
2/13/2026 Marshall Wace LLP156,093$3.32M0.0%N/A0.677%
2/13/2026 Rubric Capital Management LP256,937$5.46M0.1%N/A1.114%
2/13/2026 Bridgefront Capital LLC32,394$688K0.2%N/A0.140%
2/13/2026 Jacobs Levy Equity Management Inc.249,642$5.31M0.0%-30.6%1.082%
2/13/2026 Charles Schwab Investment Management Inc.881,344$18.73M0.0%+24.9%3.820%
2/13/2026 State Street Corp488,516$10.38M0.0%-45.6%2.118%
2/13/2026 Wells Fargo & Company MN137,344$2.92M0.0%-22.5%0.595%
2/12/2026Brooklyn Investment Group35,796$755K0.0%N/A0.155%
2/12/2026 Paradigm Capital Management Inc. NY564,200$11.99M0.5%N/A2.445%
2/12/2026 Dimensional Fund Advisors LP700,604$14.89M0.0%-26.6%3.037%
2/12/2026 Federated Hermes Inc.273,893$5.82M0.0%+46.3%1.187%
2/12/2026 Campbell & CO Investment Adviser LLC94,883$2.02M0.1%N/A0.411%
2/12/2026 Pinnacle Holdings LLC67,986$1.45M0.5%N/A0.295%
2/12/2026 Earnest Partners LLC262,634$5.58M0.0%-15.7%1.138%
2/12/2026 Nuveen LLC56,224$1.20M0.0%-22.8%0.244%
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2/11/2026 Empowered Funds LLC6,964$148K0.0%N/A0.030%
2/11/2026 Deutsche Bank AG21,340$453K0.0%-4.0%0.093%
2/11/2026 Franklin Resources Inc.144,739$3.08M0.0%+7.6%0.627%
2/11/2026 JPMorgan Chase & Co.182,125$3.87M0.0%-24.8%0.789%
2/10/2026 Goldman Sachs Group Inc.511,630$10.87M0.0%-24.1%2.218%
2/10/2026 Intech Investment Management LLC12,472$265K0.0%-12.3%0.054%
2/9/2026 Geode Capital Management LLC557,231$11.84M0.0%+10.0%2.415%
2/9/2026 Hantz Financial Services Inc.2,257$48K0.0%+497.1%0.010%
2/9/2026 Systematic Financial Management LP381,645$8.11M0.2%-0.6%1.654%
2/6/2026 LSV Asset Management73,092$1.55M0.0%-4.9%0.317%


HELE Institutional Ownership - Frequently Asked Questions

During the previous two years, 231 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 197 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 12,787,373 shares in the last 24 months. This purchase volume represents approximately $314.26M in transactions.

Of the 47 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 3,641,732 shares in the last 24 months. This volume of shares sold represents approximately $80.90M in transactions.



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 8/24/2026. New 13F filings are added each quarter as they're published.
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