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 37.81% institutional investors, 2.04% insiders, and 60.15% 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	37.81%	2.04%	60.15%
Sector	Consumer Defensive Stocks	33.57%	17.09%	49.33%
Industry	Household & Personal Products Stocks	43.39%	18.89%	37.72%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	2.81M	11.78%	$260.70M
Blackrock funding, inc. /de	1.75M	7.58%	$25.18M
Vanguard group	1.53M	6.63%	$32.45M
Rwwm	1.17M	5.10%	$16.93M
Paradigm capital management inc/ny	927.10K	4.02%	$13.37M
Charles schwab investment management	924.01K	4.01%	$13.32M
D. e. shaw	764.30K	3.32%	$11.02M
Aqr capital management	762.77K	3.31%	$10.85M
Pzena investment management	761.17K	3.30%	$10.98M
Wellington management group llp	730.89K	3.17%	$10.54M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Seven six capital management	54.70K	1.36%	$1.38M
Rwwm	1.17M	1.24%	$16.93M
Cm management	70.00K	0.84%	$1.01M
Prescott group capital management	356.11K	0.51%	$5.14M
Paradigm capital management inc/ny	927.10K	0.51%	$13.37M
Cardinal capital management llc /ct	19.33K	0.49%	$1.79M
Invenomic capital management lp	649.46K	0.43%	$9.37M
Mork capital management	40.00K	0.41%	$576.80K
Pinnacle	80.27K	0.37%	$1.16M
Summerhaven investment management	28.37K	0.25%	$409.04K

Top Buyers

Holder	Shares	% Assets	Change
Aqr capital management	762.77K	0.01%	585.48K
Rwwm	1.17M	1.24%	541.69K
Paradigm capital management inc/ny	927.10K	0.51%	362.90K
Norges bank	286.63K	0.00%	286.63K
Prescott group capital management	356.11K	0.51%	245.82K

Top Sellers

Holder	Shares	% Assets	Change
Cooke & bieler lp	-	-	-1.91M
Capital research global investors	-	-	-1.09M
Millennium management	143.46K	0.00%	-905.92K
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
Vanguard fiduciary trust	156.24K	0.00%	156.24K	$2.25M
Hsbc	137.39K	0.00%	137.39K	$1.94M
Trexquant investment lp	133.45K	0.01%	133.45K	$1.92M
Vanguard global advisers	126.14K	0.00%	126.14K	$1.82M

Sold Out

Holder	Change
Dinuzzo private wealth	-1.00
Tfc financial management	-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 %
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%
Mar 31, 2025	239	-9.13%	23,971,086	-0.26%	104	0.94%	118	-11.94%	76	11.76%

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	3.08%	-
American Funds SMALLCAP World A	653.84K	2.87%	-200.00K
Vanguard Selected Value Inv	642.85K	2.82%	-
Schwab Fundamental U.S. Small CompanyETF	597.16K	2.57%	-
Vanguard Small Cap Index	556.60K	2.42%	-3.76K
iShares Russell 2000 ETF	539.13K	2.32%	4.56K

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 Q2	-	-
2026 Q1	-	-
2025 Q4	-	-
2025 Q3	3	-
2025 Q2	-	-

HELE Ownership FAQ

Who Owns Helen of Troy?

Helen of Troy shareholders are primarily institutional investors at 37.81%, followed by 2.04% insiders and 60.15% retail investors. The average institutional ownership in Helen of Troy's industry, Household & Personal Products Stocks , is 43.39%, which Helen of Troy falls below.

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 (1.75M shares, 7.58%), and Vanguard group (1.53M shares, 6.63%). Together, they hold 25.99% 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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