Helen of Troy Ownership | Who Owns Helen of Troy?
Helen of Troy Ownership Summary
Helen of Troy is owned by 98.39% institutional investors, 1.34% insiders, and 0.28% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 14.99% 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 | 98.39% | 1.34% | 0.28% |
| Sector | Consumer Defensive Stocks | 43.43% | 16.04% | 40.53% |
| Industry | Household & Personal Products Stocks | 50.47% | 15.88% | 33.65% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 3.44M | 14.99% | $86.71M |
| Blackrock | 2.81M | 11.78% | $260.70M |
| Vanguard group | 2.14M | 9.33% | $53.97M |
| Pzena investment management | 1.01M | 4.40% | $25.47M |
| Dimensional fund advisors lp | 954.38K | 4.16% | $24.05M |
| State street | 898.12K | 3.91% | $22.63M |
| Wellington management group llp | 747.22K | 3.25% | $18.83M |
| Charles schwab investment management | 705.65K | 3.07% | $17.78M |
| Goldman sachs group | 674.34K | 2.94% | $16.99M |
| Ameriprise financial | 658.93K | 2.87% | $16.60B |
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 |
| Semanteon capital management, lp | 22.85K | 0.72% | $575.92K |
| Mork capital management | 40.00K | 0.69% | $1.01M |
| Invenomic capital management lp | 554.99K | 0.68% | $13.99M |
| Summerhaven investment management | 35.49K | 0.52% | $894.27K |
| Cardinal capital management llc /ct | 19.33K | 0.49% | $1.79M |
| Cm management | 15.00K | 0.32% | $378.00M |
| Counterpoint mutual funds | 125.42K | 0.25% | $3.16M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wellington management group llp | 747.22K | 0.00% | 458.98K |
| Goldman sachs group | 674.34K | 0.00% | 332.42K |
| Rwwm | 515.18K | 0.93% | 322.31K |
| Norges bank | 286.63K | 0.00% | 286.63K |
| Jpmorgan chase | 242.17K | 0.00% | 230.42K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fmr | 3.75K | - | -2.59M |
| Cooke & bieler lp | - | - | -1.91M |
| Capital research global investors | - | - | -1.09M |
| 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 |
| Pacer advisors | 207.67K | 0.01% | 207.67K | $5.23M |
| Allspring global investments | 144.16K | 0.01% | 144.16K | $3.63M |
| Seven six capital management | 54.70K | 1.36% | 54.70K | $1.38M |
| Moloney securities asset management | 44.45K | 0.13% | 44.45K | $1.12M |
Sold Out
| Holder | Change |
|---|---|
| Tfc financial management | -1.00 |
| Sjs investment consulting | -1.00 |
| Claris advisors, llc / mo / | -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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2024 | 269 | -1.82% | 24,016,773 | -2.22% | 105 | 0.99% | 136 | 16.24% | 86 | -5.49% |
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 | 718.98K | 3.13% | -15.94K |
| American Funds SMALLCAP World A | 653.84K | 2.87% | -200.00K |
| Vanguard Selected Value Inv | 642.85K | 2.82% | - |
| Vanguard Small Cap Index | 556.60K | 2.42% | -3.76K |
| iShares Russell 2000 ETF | 553.49K | 2.41% | - |
| Fidelity Global Value Growth Eq MF | 391.52K | 1.71% | -8.90K |
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 |
|---|---|---|
| 2025 Q4 | - | - |
| 2025 Q3 | 3 | - |
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
HELE Ownership FAQ
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