Helen of Troy Ownership | Who Owns Helen of Troy?

Overview Forecast RevenueFinancials Chart Transcripts

Helen of Troy Ownership Summary

Helen of Troy is owned by 59.66% institutional investors, 1.38% insiders, and 38.96% retail investors. 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	59.66%	1.38%	38.96%
Sector	Consumer Defensive Stocks	33.19%	16.40%	50.41%
Industry	Household & Personal Products Stocks	41.92%	16.22%	41.86%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	2.81M	11.78%	$260.70M
Blackrock funding, inc. /de	1.76M	7.65%	$37.43M
Vanguard group	1.53M	6.63%	$32.45M
Pzena investment management	947.57K	4.11%	$20.14M
Wellington management group llp	747.22K	3.25%	$18.83M
Charles schwab investment management	705.65K	3.07%	$17.78M
Dimensional fund advisors lp	700.60K	3.04%	$14.89M
Ameriprise financial	658.93K	2.87%	$16.60B
Ubs group	616.99K	2.68%	$13.11M
Paradigm capital management inc/ny	564.20K	2.45%	$11.99M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Seven six capital management	54.70K	1.36%	$1.38M
Villanova investment management	53.85K	0.94%	$1.36M
Rwwm	515.18K	0.93%	$12.98M
Mork capital management	40.00K	0.69%	$1.01M
Invenomic capital management lp	554.99K	0.68%	$13.99M
Paradigm capital management inc/ny	564.20K	0.50%	$11.99M
Cardinal capital management llc /ct	19.33K	0.49%	$1.79M
Pinnacle	67.99K	0.49%	$1.44M
Summerhaven investment management	35.49K	0.43%	$754.10K
Cm management	15.00K	0.27%	$318.75K

Top Buyers

Holder	Shares	% Assets	Change
Paradigm capital management inc/ny	564.20K	0.50%	564.20K
Ubs group	616.99K	0.00%	490.03K
Wellington management group llp	747.22K	0.00%	458.98K
Rwwm	515.18K	0.93%	322.31K
Norges bank	286.63K	0.00%	286.63K

Top Sellers

Holder	Shares	% Assets	Change
Fmr	3.75K	-	-2.59M
Cooke & bieler lp	-	-	-1.91M
Blackrock funding, inc. /de	1.76M	0.00%	-1.68M
Capital research global investors	-	-	-1.09M
Cooper creek partners management	-	-	-689.42K

New Positions

Holder	Shares	% Assets	Change	Value
Paradigm capital management inc/ny	564.20K	0.50%	564.20K	$11.99M
Norges bank	286.63K	0.00%	286.63K	$26.58M
Rubric capital management lp	256.94K	0.07%	256.94K	$5.46M
Prescott group capital management	110.29K	0.22%	110.29K	$2.34M
Campbell & co investment adviser	94.88K	0.10%	94.88K	$2.02M

Sold Out

Holder	Change
Tfc financial management	-1.00
Toronto dominion bank	-1.00
Sjs investment consulting	-1.00
Claris advisors, llc / mo /	-1.00
Dinuzzo private wealth	-1.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Mar 31, 2025	239	-9.13%	23,971,086	-0.26%	104	0.94%	118	-11.94%	76	11.76%
Dec 31, 2024	166	-38.52%	18,179,335	-24.31%	79	0.72%	86	-37.23%	40	-53.49%

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
Pacer US Small Cap Cash Cows 100 ETF	794.56K	3.48%	-5.77K
Vanguard US Total Market Shares ETF	753.18K	3.30%	-
Vanguard Total Stock Mkt Idx Inv	716.79K	3.11%	-
American Funds SMALLCAP World A	653.84K	2.87%	-200.00K
Vanguard Selected Value Inv	642.85K	2.82%	-
iShares Russell 2000 ETF	567.25K	2.46%	54.09K
Vanguard Small Cap Index	556.60K	2.42%	-3.76K
Schwab Fundamental U.S. Small CompanyETF	556.50K	2.41%	-388.00

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 Q1	-	-
2025 Q4	-	-
2025 Q3	3	-
2025 Q2	-	-
2025 Q1	-	-

HELE Ownership FAQ

Who Owns Helen of Troy?

Helen of Troy shareholders are primarily institutional investors at 59.66%, followed by 1.38% insiders and 38.96% retail investors. The average institutional ownership in Helen of Troy's industry, Household & Personal Products Stocks , is 41.92%, which Helen of Troy exceeds.

Who owns the most shares of Helen of Troy?

Helen of Troy’s largest shareholders are Blackrock (2.81M shares, 11.78%), Blackrock funding, inc. /de (1.76M shares, 7.65%), and Vanguard group (1.53M shares, 6.63%). Together, they hold 26.05% of Helen of Troy’s total shares outstanding.

Does Blackrock own Helen of Troy?

Yes, BlackRock owns 11.78% of Helen of Troy, totaling 2.81M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 260.7M$. In the last quarter, BlackRock decreased its holdings by -8.751K shares, a -0.31% change.

Who is Helen of Troy’s biggest shareholder by percentage of total assets invested?

Seven six capital management is Helen of Troy’s biggest shareholder by percentage of total assets invested, with 1.36% of its assets in 54.7K Helen of Troy shares, valued at 1.38M$.

Who is the top mutual fund holder of Helen of Troy shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of Helen of Troy shares, with 5.95% of its total shares outstanding invested in 1.37M Helen of Troy shares.

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