Helen of Troy Ownership | Who Owns Helen of Troy?
Helen of Troy Ownership Summary
Helen of Troy is owned by 104.17% institutional investors, 1.70% insiders. Blackrock funding, inc. /de is the largest institutional shareholder, holding 15.91% of HELE shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.98% of its assets in Helen of Troy shares.
HELE Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Helen of Troy | 104.17% | 1.70% | -5.87% |
| Sector | Consumer Defensive Stocks | 35.80% | 15.88% | 48.32% |
| Industry | Household & Personal Products Stocks | 49.99% | 16.13% | 33.88% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 3.64M | 15.91% | $217.60M |
| Blackrock | 2.81M | 11.78% | $260.70M |
| Fmr | 2.68M | 11.73% | $160.34M |
| Vanguard group | 2.63M | 11.49% | $157.13M |
| Dimensional fund advisors lp | 1.08M | 4.75% | $64.88M |
| State street | 863.10K | 3.62% | $80.04M |
| Earnest partners | 757.34K | 3.31% | $45.31M |
| Pzena investment management | 705.71K | 3.09% | $42.22M |
| Arrowstreet capital, limited partnership | 646.75K | 2.83% | $38.69M |
| Geode capital management | 534.57K | 2.34% | $31.99M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Medina value partners | 318.46K | 7.81% | $19.05M |
| Qsv equity investors | 19.55K | 1.12% | $1.17M |
| Clearline capital lp | 110.16K | 0.87% | $6.59M |
| Cardinal capital management llc /ct | 19.33K | 0.49% | $1.79M |
| Clark estates inc/ny | 37.70K | 0.44% | $2.26M |
| Invenomic capital management lp | 141.99K | 0.40% | $8.50M |
| Systematic financial management lp | 236.81K | 0.36% | $14.17M |
| Chartwell investment partners | 62.51K | 0.20% | $5.80M |
| Earnest partners | 757.34K | 0.20% | $45.31M |
| Gladstone institutional advisory | 67.54K | 0.19% | $4.04M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Arrowstreet capital, limited partnership | 646.75K | 0.03% | 528.30K |
| Norges bank | 286.63K | 0.00% | 286.63K |
| Medina value partners | 318.46K | 7.81% | 239.59K |
| Bank of new york mellon | 349.20K | 0.00% | 178.31K |
| Blackrock funding, inc. /de | 3.64M | 0.00% | 129.68K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Cooke & bieler lp | - | - | -1.91M |
| Capital research global investors | - | - | -1.09M |
| Pacer advisors | - | - | -919.51K |
| Cooper creek partners management | - | - | -689.42K |
| Snyder capital management l p | - | - | -629.90K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 286.63K | 0.00% | 286.63K | $26.58M |
| Raymond james financial | 56.27K | 0.00% | 56.27K | $3.37M |
| Susquehanna fundamental investments | 51.62K | 0.04% | 51.62K | $3.09M |
| Point72 hong kong | 50.10K | 0.18% | 50.10K | $3.00M |
| Clark estates inc/ny | 37.70K | 0.44% | 37.70K | $2.26M |
Sold Out
| Holder | Change |
|---|---|
| Tfc financial management | -1.00 |
| Claris advisors, llc / mo / | -1.00 |
| Sjs investment consulting | -1.00 |
| Toronto dominion bank | -1.00 |
| Dinuzzo private wealth | -1.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2024 | 269 | -1.82% | 24,016,773 | -2.22% | 105 | 0.99% | 136 | 16.24% | 86 | -5.49% |
| Jun 30, 2024 | 272 | -6.21% | 24,561,538 | -4.55% | 102 | 0.88% | 115 | -13.53% | 91 | -5.21% |
| Mar 31, 2024 | 290 | 2.11% | 25,731,104 | -2.90% | 108 | 0.87% | 133 | 12.71% | 96 | -9.43% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1.37M | 5.98% | -854.00 |
| Fidelity Low-Priced Stock | 1.14M | 4.96% | -1.85K |
| 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 | 734.92K | 3.20% | 16.80K |
| American Funds SMALLCAP World A | 653.84K | 2.87% | -200.00K |
| Vanguard Selected Value Inv | 642.85K | 2.82% | - |
| iShares Russell 2000 ETF | 590.34K | 2.57% | 288.00 |
| Vanguard Small Cap Index | 575.61K | 2.51% | 5.89K |
| Delaware Small Cap Core I | 379.13K | 1.66% | -2.35K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 11, 2023 | Grass Brian | Chief Financial Officer | Buy | $336.40K |
| May 11, 2023 | Grass Brian | Chief Financial Officer | Sell | $17.39K |
| May 11, 2023 | Grass Brian | Chief Financial Officer | Buy | $144.24K |
| May 05, 2022 | ABROMOVITZ GARY B | Sell | $216.94K | |
| Nov 12, 2021 | Mininberg Julien | Chief Executive Officer | Sell | $886.38K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
| 2024 Q3 | - | - |
| 2024 Q2 | - | - |
HELE Ownership FAQ
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