Helen Of Troy HELE Institutional Ownership

NASDAQ HELE

$27.01 -1.06 (-3.78%)

As of: Sep 9, 2026 · 11:24 AM EDT

Institutions by Trading Activity

201 Institutions

Increased 121 60.2%

Unchanged 34 16.9%

Reduced 46 22.9%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

99.81%

▲+7.61 pp QoQ

Shares Held by Institutions

23.22Mn

of 23.27Mn outstanding

▲+18.14% QoQ

Shares Outstanding

23.27Mn

44.57K held outside 13F filers

Institutional Investors

201

filed 13F for Jun 2026

▲+12 vs prior quarter

Net Shares Added (QoQ)

+3.57Mn

accumulated since last quarter

Value of Holdings

$659.46Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Helen Of Troy Ltd (NASDAQ:HELE) has 201 institutional investors with active 13F positions as of June 2026.

These investors collectively held 99.8% of Helen Of Troy's outstanding shares in June 2026, up from 92.2% in March 2026.
They increased total shares held in HELE by 18.14% quarter over quarter, and investors in Helen Of Troy decreased 3.83% from a year ago.
Of these 201 holders, 121 added to their stakes in Helen Of Troy, 46 trimmed positions, and 34 made no changes.
Institutional investors collectively held 23.22Mn shares in Helen Of Troy as of June 2026, up by 3.57Mn shares quarter on quarter, and up 253.62K shares year over year.
BlackRock, Inc. is the top holder of Helen Of Troy as of June 30, 2026, with 1.88Mn shares representing 8.09% of outstanding stock.
Top purchasers of HELE stock for the quarter ending June 2026 included Sixth Street Partners Management Company, L.P. (802.08K), MILLENNIUM MANAGEMENT LLC (636.37K), AQR CAPITAL MANAGEMENT LLC (559.82K), AMERICAN CENTURY COMPANIES INC (393.51K), Woodline Partners LP (367.06K).
The largest sales of HELE for the quarter ending June 2026 came from RWWM, Inc. (699.22K), PARADIGM CAPITAL MANAGEMENT INC/NY (439.1K), Invenomic Capital Management LP (292.01K), Goldman Sachs Group Inc (228.65K), Barclays Plc (151.01K).
Per Business Quant, the top 10 investors in HELE for the quarter ending June 2026 include BlackRock, Inc. (1.88Mn), AQR CAPITAL MANAGEMENT LLC (1.32Mn), VANGUARD CAPITAL MANAGEMENT LLC (993.53K), Bank Of America Corp /De/ (954.57K), D. E. Shaw & Co., Inc. (824.27K), WELLINGTON MANAGEMENT GROUP LLP (824.24K), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (802.08K), Sixth Street Partners Management Company, L.P. (802.08K), MILLENNIUM MANAGEMENT LLC (779.83K), DIMENSIONAL FUND ADVISORS LP (692.82K).

Form 13F Holdings

201 Institutional Holders

Report period 30 Jun, 2026

Total shares held 23.22Mn

Of outstanding 99.81%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	1,883,032	8.09%	▲137,124	+7.85%	$54.74Mn
2	AQR CAPITAL MANAGEMENT LLC	0001167557	1,322,587	5.68%	▲559,816	+73.39%	$37.11Mn
3	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	993,527	4.27%	▼13,337	-1.32%	$28.88Mn
4	Bank Of America Corp /De/	0000070858	954,568	4.10%	▲347,770	+57.31%	$27.75Mn
5	D. E. Shaw & Co., Inc.	0001009207	824,267	3.54%	▲59,966	+7.85%	$23.96Mn
6	WELLINGTON MANAGEMENT GROUP LLP	0000902219	824,238	3.54%	▲93,350	+12.77%	$23.96Mn
7	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	802,085	3.45%	▼121,927	-13.20%	$23.32Mn
7	Sixth Street Partners Management Company, L.P.	0001812095	802,085	3.45%	▲802,085	0.00%	$23.32Mn
8	MILLENNIUM MANAGEMENT LLC	0001273087	779,831	3.35%	▲636,368	+443.58%	$22.67Mn
9	DIMENSIONAL FUND ADVISORS LP	0000354204	692,821	2.98%	▲194,076	+38.91%	$20.14Mn
10	Ameriprise Financial Inc	0000820027	678,837	2.92%	▲38,481	+6.01%	$19.73Mn
11	PZENA INVESTMENT MANAGEMENT LLC	0001027796	676,577	2.91%	▼84,596	-11.11%	$19.67Mn
12	GEODE CAPITAL MANAGEMENT, LLC	0001214717	613,277	2.64%	▲34,927	+6.04%	$17.83Mn
13	CastleKnight Management LP	0001835751	569,900	2.45%	▼59,800	-9.50%	$16.57Mn
14	State Street Corp	0000093751	526,239	2.26%	▲10,592	+2.05%	$15.30Mn
15	PARADIGM CAPITAL MANAGEMENT INC/NY	0001037792	488,000	2.10%	▼439,100	-47.36%	$14.19Mn
16	RWWM, Inc.	0001507683	474,611	2.04%	▼699,218	-59.57%	$13.80Mn
17	AMERICAN CENTURY COMPANIES INC	0000748054	461,325	1.98%	▲393,513	+580.30%	$13.41Mn
18	PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.	0001166152	437,773	1.88%	▲81,662	+22.93%	$12.73Mn
19	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	378,663	1.63%	▲46,070	+13.85%	$11.01Mn

Showing 1 to 20 of 201 holders