Helen Of Troy Ltd (HELE) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

23,029,041Shares Outstanding

436,031Shares held by institutions

$7,691,587Value of institutional holdings

64.09%Institutional ownership %

-1.91%Shares Changed QoQ

134No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Helen Of Troy Ltd (NASDAQ:HELE) currently has 134 active institutional owners and shareholders as of today (December 2025), that have filed 13F forms with the Securities Exchange Commission (SEC).

These investors collectively held 64.1% of the company's total shares outstanding in December 2025, down from 100.7% in September 2025.
Quarterly data indicates a -1.91% shift in institutional share volume, and the annual owner count reflects a decrease of 44.40%.
A review of institutional activity for Helen Of Troy shows 69 of 134 filers increasing their positions, while 40 reduced their stake, and 25 remained unchanged.
The aggregate institutional position in Helen Of Troy now stands at 14.76Mn shares as of December 2025, after investors decreased their holdings (down by 287.43K shares quarter on quarter which is down 9.34Mn shares year over year).
BlackRock, Inc. continues to be the largest institutional holder of Helen Of Troy as of December 31, 2025, with a position of 1.76Mn shares, representing 7.65% of the company's outstanding stock.
Among the most significant buyers of Helen Of Troy during December 2025 were 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), JANE STREET GROUP, LLC (211.38K).
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), GOLDMAN SACHS GROUP INC (162.71K).
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), PZENA INVESTMENT MANAGEMENT LLC (947.57K), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (881.34K), DIMENSIONAL FUND ADVISORS LP (700.60K), RWWM, Inc. (632.14K), UBS Group AG (616.99K), PARADIGM CAPITAL MANAGEMENT INC/NY (564.20K), GEODE CAPITAL MANAGEMENT, LLC (557.23K), GOLDMAN SACHS GROUP INC (511.63K).

134 Institutional Holders

436,031 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
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
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	700,604	-253,774	-26.59%	$14,887,807.00
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
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
JANE STREET GROUP, LLC	31 Dec, 2025	409,840	211,382	106.51%	$8,709,100.00
SYSTEMATIC FINANCIAL MANAGEMENT LP	31 Dec, 2025	381,645	-2,448	-0.64%	$8,109,990.00
MORGAN STANLEY	31 Dec, 2025	374,573	52,442	16.28%	$7,959,689.00
FEDERATED HERMES, INC.	31 Dec, 2025	273,893	86,741	46.35%	$5,820,226.00
Capital International Investors	31 Dec, 2025	269,597	0	0.00%	$5,728,936.00
EARNEST PARTNERS LLC	31 Dec, 2025	262,634	-49,034	-15.73%	$5,580,973.00
Rubric Capital Management LP	31 Dec, 2025	256,937	256,937	0.00%	$5,459,911.00
JACOBS LEVY EQUITY MANAGEMENT, INC	31 Dec, 2025	249,642	-110,051	-30.60%	$5,304,892.00
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	31 Dec, 2025	231,391	231,391	0.00%	$4,917,059.00

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