Helen of Troy Ownership | Who Owns Helen of Troy?
Helen of Troy Ownership Summary
Helen of Troy is owned by 103.81% institutional investors, 0.73% insiders. Blackrock funding, inc. /de is the largest institutional shareholder, holding 15.19% of HELE shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.00% of its assets in Helen of Troy shares.
HELE Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Helen of Troy | 103.81% | 0.73% | -4.55% |
| Sector | Consumer Defensive Stocks | 51.48% | 16.38% | 32.14% |
| Industry | Household & Personal Products Stocks | 66.63% | 15.69% | 17.68% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 3.49M | 15.19% | $98.93M |
| 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 |
| Geode capital management | 534.57K | 2.34% | $31.99M |
| Charles schwab investment management | 482.15K | 2.11% | $28.85M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Qsv equity investors | 25.14K | 0.74% | $713.53K |
| Invenomic capital management lp | 328.72K | 0.53% | $9.33M |
| Cardinal capital management llc /ct | 19.33K | 0.49% | $1.79M |
| Rwwm | 192.86K | 0.45% | $5.47M |
| Castleknight management lp | 439.50K | 0.35% | $12.47M |
| Corton capital | 10.20K | 0.34% | $289.50K |
| Clark estates inc/ny | 34.20K | 0.22% | $970.60K |
| 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 |
|---|---|---|---|
| Castleknight management lp | 439.50K | 0.35% | 439.50K |
| M&g | 319.69K | 0.05% | 319.69K |
| Norges bank | 286.63K | 0.00% | 286.63K |
| Glenmede investment management, lp | 231.85K | 0.03% | 231.85K |
| Rwwm | 192.86K | 0.45% | 192.86K |
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 |
|---|---|---|---|---|
| Castleknight management lp | 439.50K | 0.35% | 439.50K | $12.47M |
| M&g | 319.69K | 0.05% | 319.69K | $8.95M |
| Norges bank | 286.63K | 0.00% | 286.63K | $26.58M |
| Glenmede investment management, lp | 231.85K | 0.03% | 231.85K | $6.58M |
| Rwwm | 192.86K | 0.45% | 192.86K | $5.47M |
Sold Out
| Holder | Change |
|---|---|
| Toronto dominion bank | -1.00 |
| Tfc financial management | -1.00 |
| Claris advisors, llc / mo / | -1.00 |
| Sjs investment consulting | -1.00 |
| Dinuzzo private wealth | -1.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Jun 30, 2024 | 272 | -6.21% | 24,561,538 | -4.55% | 102 | 0.88% | 115 | -13.53% | 91 | -5.21% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1.38M | 6.00% | 246.00 |
| Fidelity Low-Priced Stock | 1.13M | 4.94% | -2.08K |
| 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 | 541.63K | 2.36% | -10.29K |
| 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 Q3 | 3 | - |
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
| 2024 Q3 | - | - |
HELE Ownership FAQ
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