Helen Of Troy Ltd (HELE) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

23,029,041Shares Outstanding

476,031Shares held by institutions

$8,387,666Value of institutional holdings

97.84%Institutional ownership %

6.57%Shares Changed QoQ

186No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

According to SEC filings for the period ending December 2025, Helen Of Troy Ltd (NASDAQ:HELE) is held by 186 institutional firms.

These investors collectively held 97.8% of the company's total shares outstanding in December 2025, down from 100.8% in September 2025.
In percentage terms, this reflects as a holdings change of 6.57% quarter on quarter, and a decrease of 22.82% year over year.
Among the 186 institutional holders of Helen Of Troy, 102 added to their stakes while 58 trimmed their positions and 26 held steady.
The total number of shares held by institutions in Helen Of Troy increased to 22.53Mn as of December 2025, a net change of up by 1.39Mn shares quarter on quarter, and down 1.57Mn shares year over year.
With 1.76Mn shares, BlackRock, Inc. commands the largest institutional position in Helen Of Troy as of December 31, 2025, equating to 7.65% of the company.
Among the most significant buyers of Helen Of Troy during December 2025 were MILLENNIUM MANAGEMENT LLC (603.30K), PARADIGM CAPITAL MANAGEMENT INC/NY (564.20K), UBS Group AG (490.03K), Rubric Capital Management LP (256.94K), HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND (231.39K).
Leading sellers of Helen Of Troy stock in December 2025 included BlackRock, Inc. (1.68Mn), VANGUARD GROUP INC (614.76K), STATE STREET CORP (409.61K), DIMENSIONAL FUND ADVISORS LP (253.77K), D. E. Shaw & Co., Inc. (199.40K).
The top 10 institutional holders of Helen Of Troy for the quarter ending December 2025 included BlackRock, Inc. (1.76Mn), VANGUARD GROUP INC (1.53Mn), MILLENNIUM MANAGEMENT LLC (1.05Mn), PZENA INVESTMENT MANAGEMENT LLC (947.57K), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (881.34K), AMERIPRISE FINANCIAL INC (784.87K), WELLINGTON MANAGEMENT GROUP LLP (756.91K), D. E. Shaw & Co., Inc. (748.78K), DIMENSIONAL FUND ADVISORS LP (700.60K), BANK OF AMERICA CORP /DE/ (648.55K).

186 Institutional Holders

476,031 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	1,761,306	-1,679,598	-48.81%	$37,427,743.00
VANGUARD GROUP INC	31 Dec, 2025	1,526,957	-614,765	-28.70%	$32,447,837.00
MILLENNIUM MANAGEMENT LLC	31 Dec, 2025	1,049,381	603,300	135.24%	$22,299,346.00
PZENA INVESTMENT MANAGEMENT LLC	31 Dec, 2025	947,568	-63,188	-6.25%	$20,135,820.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	881,344	175,696	24.90%	$18,728,560.00
AMERIPRISE FINANCIAL INC	31 Dec, 2025	784,868	125,940	19.11%	$16,678,446.00
WELLINGTON MANAGEMENT GROUP LLP	31 Dec, 2025	756,909	9,689	1.30%	$16,084,317.00
D. E. Shaw & Co., Inc.	31 Dec, 2025	748,783	-199,403	-21.03%	$15,911,639.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	700,604	-253,774	-26.59%	$14,887,807.00
BANK OF AMERICA CORP /DE/	31 Dec, 2025	648,548	169,731	35.45%	$13,781,645.00
RWWM, Inc.	31 Dec, 2025	632,140	116,964	22.70%	$13,432,975.00
UBS Group AG	31 Dec, 2025	616,992	490,031	385.97%	$13,111,081.00
Invenomic Capital Management LP	31 Dec, 2025	593,310	38,325	6.91%	$12,607,838.00
PARADIGM CAPITAL MANAGEMENT INC/NY	31 Dec, 2025	564,200	564,200	0.00%	$11,989,250.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	557,231	50,709	10.01%	$11,843,913.00
GOLDMAN SACHS GROUP INC	31 Dec, 2025	511,630	-162,709	-24.13%	$10,872,138.00
STATE STREET CORP	31 Dec, 2025	488,516	-409,606	-45.61%	$10,380,965.00
CastleKnight Management LP	31 Dec, 2025	468,300	-23,600	-4.80%	$9,951,375.00
JANE STREET GROUP, LLC	31 Dec, 2025	409,840	211,382	106.51%	$8,709,100.00
TWO SIGMA INVESTMENTS, LP	31 Dec, 2025	396,991	211,206	113.68%	$8,436,059.00

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