Helen Of Troy Ltd (HELE) Institutional Ownership

Ownership Summary

The institutional landscape for Helen Of Troy Ltd (NASDAQ:HELE) includes 201 filers as of the latest reporting cycle ending September 2025.

• Institutional ownership in Helen Of Troy edged down to 100.7% in September 2025, compared to 104.1% in June 2025.
• The company experienced a -4.91% quarterly change in institutional shares held, alongside a decrease of 17.28% in total owners annually.
• During the quarter, 96 institutions bought more Helen Of Troy shares, 75 sold shares, and 30 of the 201 total investors held their position steady.
• The aggregate institutional position in Helen Of Troy now stands at 23.13Mn shares as of September 2025, after investors decreased their holdings (down by 1.19Mn shares quarter on quarter which is down 888.68K shares year over year).
• The top institutional stake in Helen Of Troy as of September 30, 2025 belongs to BlackRock, Inc., which owns 3.44Mn shares, or 14.99% of the company.
• Among the most significant buyers of Helen Of Troy during September 2025 were D. E. Shaw & Co., Inc. (526.61K), WELLINGTON MANAGEMENT GROUP LLP (458.98K), GOLDMAN SACHS GROUP INC (332.42K), RWWM, Inc. (322.31K), JPMORGAN CHASE & CO (230.42K).
• Leading sellers of Helen Of Troy stock in September 2025 included FMR LLC (2.59Mn), Pacer Advisors, Inc. (711.84K), VANGUARD GROUP INC (465.04K), EARNEST PARTNERS LLC (460.00K), FEDERATED HERMES, INC. (184.90K).
• The top 10 institutional holders of Helen Of Troy for the quarter ending September 2025 included BlackRock, Inc. (3.44Mn), VANGUARD GROUP INC (2.14Mn), PZENA INVESTMENT MANAGEMENT LLC (1.01Mn), DIMENSIONAL FUND ADVISORS LP (954.38K), D. E. Shaw & Co., Inc. (948.19K), STATE STREET CORP (898.12K), WELLINGTON MANAGEMENT GROUP LLP (747.22K), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (705.65K), GOLDMAN SACHS GROUP INC (674.34K), AMERIPRISE FINANCIAL INC (658.93K).