Helen of Troy Ownership | Who Owns Helen of Troy?
Helen of Troy Ownership Summary
Helen of Troy is owned by 100.99% institutional investors, 2.05% insiders. Blackrock is the largest institutional shareholder, holding 11.78% of HELE shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.95% of its assets in Helen of Troy shares.
HELE Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Helen of Troy | 100.99% | 2.05% | -3.04% |
| Sector | Consumer Defensive Stocks | 52.60% | 17.13% | 30.27% |
| Industry | Household & Personal Products Stocks | 58.96% | 18.15% | 22.90% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 2.81M | 11.78% | $260.70M |
| Blackrock funding, inc. /de | 1.88M | 8.19% | $54.74M |
| Vanguard group | 1.53M | 6.63% | $32.45M |
| Aqr capital management | 1.32M | 5.75% | $37.11M |
| Vanguard capital management | 993.53K | 4.32% | $28.88M |
| Bank of america corp /de/ | 954.57K | 4.15% | $27.75M |
| D. e. shaw | 824.27K | 3.58% | $23.96M |
| Wellington management group llp | 824.24K | 3.58% | $23.96M |
| Charles schwab investment management | 802.09K | 3.49% | $23.32M |
| Sixth street partners management company | 802.09K | 3.49% | $23.32M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Prescott group capital management | 437.77K | 1.10% | $12.73M |
| Rwwm | 474.61K | 1.02% | $13.80M |
| Mork capital management | 40.00K | 0.74% | $1.16M |
| Pinnacle | 80.61K | 0.72% | $2.34M |
| Invenomic capital management lp | 357.45K | 0.62% | $10.39M |
| Cardinal capital management llc /ct | 19.33K | 0.49% | $1.79M |
| Summerhaven investment management | 28.37K | 0.44% | $824.60K |
| Paradigm capital management inc/ny | 488.00K | 0.39% | $14.19M |
| Pacific ridge capital partners | 56.73K | 0.30% | $1.65M |
| Castleknight management lp | 569.90K | 0.22% | $16.57M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Sixth street partners management company | 802.09K | 0.00% | 802.09K |
| Millennium management | 779.83K | 0.01% | 636.37K |
| Aqr capital management | 1.32M | 0.01% | 559.82K |
| American century companies | 461.32K | 0.01% | 393.51K |
| Woodline partners lp | 367.06K | 0.03% | 367.06K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Cooke & bieler lp | - | - | -1.91M |
| Capital research global investors | - | - | -1.09M |
| Rwwm | 474.61K | 1.02% | -699.22K |
| Cooper creek partners management | - | - | -689.42K |
| Snyder capital management l p | - | - | -629.90K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Sixth street partners management company | 802.09K | 0.00% | 802.09K | $23.32M |
| Woodline partners lp | 367.06K | 0.03% | 367.06K | $10.67M |
| Norges bank | 286.63K | 0.00% | 286.63K | $26.58M |
| Pacer advisors | 156.98K | 0.01% | 156.98K | $4.56M |
| Panagora asset management | 147.07K | 0.01% | 147.07K | $4.28M |
Sold Out
| Holder | Change |
|---|---|
| Tfc financial management | -1.00 |
| Dinuzzo private wealth | -1.00 |
| Toronto dominion bank | -1.00 |
| Claris advisors, llc / mo / | -1.00 |
| Sbi securities | -1.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 213 | 5.97% | 23,230,278 | 10.01% | 100 | 1.20% | 124 | 20.39% | 47 | -20.34% |
| Mar 31, 2026 | 105 | -50.47% | 8,710,359 | -61.15% | 37 | 0.40% | 45 | -56.31% | 36 | -42.86% |
| Dec 31, 2025 | 131 | -41.52% | 13,743,274 | -40.15% | 59 | 0.60% | 62 | -46.55% | 37 | -38.33% |
| Sep 30, 2025 | 215 | -0.92% | 22,588,940 | 0.82% | 98 | 1.03% | 109 | -9.92% | 60 | 17.65% |
| Jun 30, 2025 | 220 | -9.09% | 23,818,014 | -0.71% | 103 | 0.96% | 124 | 5.08% | 51 | -34.62% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1.37M | 5.95% | - |
| Fidelity Low-Priced Stock | 1.13M | 4.92% | -3.03K |
| Vanguard US Total Market Shares ETF | 753.18K | 3.30% | - |
| Vanguard Total Stock Mkt Idx Inv | 701.59K | 3.01% | -15.20K |
| Vanguard MStar Total Stk Mkt Idx Invest | 701.59K | 3.01% | - |
| Vanguard Morn Total Stk Mkt Idx Investor | 701.59K | 3.01% | -15.20K |
| American Funds SMALLCAP World A | 653.84K | 2.87% | -200.00K |
| Vanguard Selected Value Inv | 642.85K | 2.82% | - |
| PIMCO RAE US Small Instl | 623.19K | 2.68% | 141.02K |
| PIMCO RAE US Small | 623.19K | 2.68% | 141.02K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jul 16, 2025 | JUDGE TESSA | Chief Legal Officer | Buy | $9.95K |
| Jul 15, 2025 | Grass Brian | Chief Executive Officer | Buy | $214.70K |
| Jul 15, 2025 | SCHEUERMAN TRACY | Chief Financial Officer | Buy | $201.30K |
| May 11, 2023 | Grass Brian | Chief Financial Officer | Buy | $144.24K |
| May 11, 2023 | Grass Brian | Chief Financial Officer | Buy | $336.40K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | - | - |
| 2026 Q2 | - | - |
| 2026 Q1 | - | - |
| 2025 Q4 | - | - |
| 2025 Q3 | 3 | - |
HELE Ownership FAQ
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