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Helen of Troy (HELE) Institutional Ownership

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$22.61 -0.82 (-3.50%)
Closing price 05/15/2026 04:00 PM Eastern
Extended Trading
$22.62 +0.01 (+0.04%)
As of 05/15/2026 05:37 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.

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

Number of
Institutional Buyers
(last 12 months)
109
Total
Institutional Inflows
(last 12 months)
$224.73M
Number of
Institutional Sellers
(last 12 months)
65
Total
Institutional Outflows
(last 12 months)
$87.45M
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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
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%
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%
2/17/2026California 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%
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2/17/2026Seven 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%
2/12/2026 Brooklyn 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%
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%
2/6/2026 Empirical Asset Management LLC20,544$437K0.1%+13.8%0.089%
2/6/2026 Pzena Investment Management LLC947,568$20.14M0.1%-6.3%4.107%
2/6/2026 Prescott Group Capital Management L.L.C.110,291$2.34M0.2%N/A0.478%
2/6/2026 Leonteq Securities AG4,159$88K0.0%N/A0.018%
2/6/2026 PNC Financial Services Group Inc.4,748$101K0.0%-13.1%0.021%
2/5/2026 Allworth Financial LP1,350$29K0.0%+922.7%0.006%
2/4/2026 Pacific Ridge Capital Partners LLC50,536$1.07M0.2%+14.9%0.219%
2/2/2026 Strs Ohio4,400$94K0.0%N/A0.019%
1/29/2026 UBS Group AG616,992$13.11M0.0%+386.0%2.674%
1/26/2026 CWM LLC2,842$60K0.0%-36.7%0.012%
1/23/2026 Farther Finance Advisors LLC1,351$29K0.0%+5,529.2%0.006%
1/20/2026 Signaturefd LLC3,829$81K0.0%+47.8%0.017%
1/12/2026 DAVENPORT & Co LLC9,450$201K0.0%N/A0.041%
1/9/2026 SG Americas Securities LLC12,123$258K0.0%+116.9%0.053%
1/5/2026 GAMMA Investing LLC2,169$46K0.0%-28.4%0.009%
11/17/2025 Jacobs Levy Equity Management Inc.359,693$9.06M0.0%+4.6%1.562%
11/17/2025 Verition Fund Management LLC19,518$492K0.0%-79.6%0.085%
11/17/2025 Susquehanna Fundamental Investments LLC21,338$538K0.0%-70.2%0.093%
11/17/2025 Polymer Capital Management US LLC38,970$982K0.1%N/A0.169%
11/17/2025 Mork Capital Management LLC40,000$1.01M0.7%N/A0.174%
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11/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.10,735$271K0.0%-14.5%0.047%
11/17/2025 Larson Financial Group LLC1,352$34K0.0%+1,323.2%0.006%
11/17/2025 Invenomic Capital Management LP554,985$13.99M0.7%+68.8%2.410%
11/17/2025 Earnest Partners LLC311,668$7.85M0.0%-59.6%1.353%
11/17/2025Bank of America Corp DE478,817$12.07M0.0%-25.0%2.079%
11/17/2025 Boothbay Fund Management LLC19,086$481K0.0%N/A0.083%
11/17/2025 Alliancebernstein L.P.23,418$590K0.0%-12.5%0.102%
11/17/2025 Ameriprise Financial Inc.658,928$16.61M0.0%+46.4%2.861%
11/14/2025 Creative Planning28,767$725K0.0%+45.1%0.125%
11/14/2025 Hotchkis & Wiley Capital Management LLC338,135$8.52M0.0%+23.8%1.468%


HELE Institutional Ownership - Frequently Asked Questions

During the previous two years, 242 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. ($53.97M), Cooper Creek Partners Management LLC ($41.25M), Arrowstreet Capital Limited Partnership ($38.70M), William Blair Investment Management LLC ($26.38M), and Millennium Management LLC ($22.30M).Learn more on Helen of Troy's institutional investors.

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. ($1.27M), RWWM Inc. ($1.06M), Pzena Investment Management LLC ($1.01M), Millennium Management LLC ($937.78K), Paradigm Capital Management Inc. NY ($927.10K), Cooper Creek Partners Management LLC ($689.42K), and Wellington Management Group LLP ($617.56K).

Institutional investors have bought a total of 9,676,843 shares in the last 24 months. This purchase volume represents approximately $224.73M in transactions.

Of the 65 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 ($185.27K), and Federated Hermes Inc. ($184.90K).

Institutional investors have sold a total of 3,837,486 shares in the last 24 months. This volume of shares sold represents approximately $87.45M in transactions.



This page (NASDAQ:HELE) was last updated on 5/17/2026 by MarketBeat.com Staff.
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