Helen Of Troy HELE Institutional Ownership

NASDAQ HELE

$28.96 +0.58 (+2.04%)

At close: Oct 22, 2026 · 4:00 PM EDT

Institutions by Trading Activity

198 Institutions

Increased 120 60.6%

Unchanged 32 16.2%

Reduced 46 23.2%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

96.28%

▲+4.38 pp QoQ

Shares Held by Institutions

22.42Mn

of 23.29Mn outstanding

▲+5.71% QoQ

Shares Outstanding

23.29Mn

867.28K held outside 13F filers

Institutional Investors

198

filed 13F for Jun 2026

▲+10 vs prior quarter

Net Shares Added (QoQ)

+1.21Mn

accumulated since last quarter

Value of Holdings

$636.23Mn

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

Updated Oct 11, 2026

Helen of Troy Ltd (NASDAQ:HELE) appeared in the 13F filings of 198 institutional investors for the quarter ended June 30, 2026.

Their combined stake equaled 96.28% of outstanding shares in Q2 2026, up from 91.90% in Q1 2026.
Total shares held in HELE rose 5.71% from Q1 2026; the number of holders fell 4.81% from Q2 2025.
Looking at the 198 holders of HELE individually, 120 added to their positions, 46 reduced their stakes and 32 left their positions unchanged.
In total, institutional investors held 22.42Mn shares of Helen of Troy at the end of Q2 2026, up 1.21Mn from the prior quarter and down 316.81K from a year earlier.
BlackRock, Inc. held the largest position in HELE at 1.88Mn shares as of June 30, 2026, or 8.09% of shares outstanding.
Among existing holders, the largest additions to Helen of Troy in Q2 2026 came from Millennium Management LLC (+636.37K shares), AQR Capital Management LLC (+559.82K shares), American Century Companies Inc (+393.51K shares), Bank of America Corp (+347.77K shares) and Susquehanna International Group, LLP (+199.79K shares).
Holders that trimmed the most shares of Helen of Troy in Q2 2026 while keeping a position were RWWM, Inc. (-699.22K shares), Paradigm Capital Management Inc (-439.1K shares), Invenomic Capital Management LP (-292.01K shares), Goldman Sachs Group Inc (-228.65K shares) and Barclays PLC (-151.01K shares).
Per Business Quant, the top 10 investors in HELE for the quarter ended June 30, 2026 were BlackRock, Inc. (1.88Mn shares), AQR Capital Management LLC (1.32Mn shares), Vanguard Capital Management LLC (993.53K shares), Bank of America Corp (954.57K shares), D. E. Shaw & Co., Inc. (824.27K shares), Wellington Management Group LLP (824.24K shares), Charles Schwab Investment Management Inc (802.09K shares), Millennium Management LLC (779.83K shares), Dimensional Fund Advisors LP (692.82K shares) and Ameriprise Financial Inc (678.84K shares).

Form 13F Holdings

200 Institutional Holders

Report period 30 Jun, 2026

Total shares held 22.42Mn

Of outstanding 96.28%

#	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	3.44%	▼121,927	-13.20%	$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	2.63%	▲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
20	Woodline Partners LP	0001784547	367,060	1.58%	▲367,060	0.00%	$10.67Mn

Showing 1 to 20 of 200 holders