HELE Institutional Ownership & Shareholders
HELEN OF TROY LTD (HELE) is currently held by 191 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $643.37M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of HELE tracked by InsiderSet, reporting ownership valued at approximately $54.74M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $56.94M, representing an estimated gain of +4.02% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 44% of the total disclosed HELE value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Aqr Capital Management Llc, Vanguard Capital Management Llc, and several other long-term asset managers with concentrated positions in HELEN OF TROY LTD (HELE).
This page ranks the largest institutional HELE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
191
Total Reported Value
$643.37M
Largest Holder
Blackrock, Inc.
Largest Position
$54.74M
Insider Transactions (90d)
1
Latest Filing Quarter
Q2 2026
New Institutional Positions
71
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.00% | 1,883,032 | $54,739,741 | $56,942,888 | +$2,203,147 | +4.02% | |
| Aqr Capital Management Llc | 0.01% | 1,322,587 | $37,111,791 | $39,995,031 | +$2,883,240 | +7.77% | |
| Vanguard Capital Management Llc | 0.00% | 993,527 | $28,881,830 | $30,044,256 | +$1,162,426 | +4.02% | |
| Bank Of America Corp | 0.00% | 954,568 | $27,749,292 | $28,866,136 | +$1,116,844 | +4.02% | |
| D. E. Shaw & Co., Inc. | 0.01% | 824,267 | $23,961,442 | $24,925,834 | +$964,392 | +4.02% | |
| Wellington Management Group Llp | 0.00% | 824,238 | $23,960,597 | $24,924,957 | +$964,360 | +4.02% | |
| Charles Schwab Investment Management Inc | 0.00% | 802,085 | $23,316,611 | $24,255,050 | +$938,439 | +4.02% | |
| Millennium Management Llc | 0.02% | 779,831 | $22,669,687 | $23,582,089 | +$912,402 | +4.02% | |
| Dimensional Fund Advisors Lp | 0.00% | 692,821 | $20,139,861 | $20,950,907 | +$811,046 | +4.03% | |
| Ameriprise Financial Inc | 0.00% | 678,837 | $19,733,792 | $20,528,031 | +$794,239 | +4.02% | |
| Geode Capital Management, Llc | 0.00% | 613,277 | $17,832,192 | $18,545,496 | +$713,304 | +4.00% | |
| Pzena Investment Management | Richard Pzena | 0.05% | 646,418 | $17,718,317 | $19,547,680 | +$1,829,363 | +10.32% |
| Castleknight Management Lp | 0.60% | 569,900 | $16,566,993 | $17,233,776 | +$666,783 | +4.02% | |
| State Street Corp | 0.00% | 526,239 | $15,297,768 | $15,913,467 | +$615,699 | +4.02% | |
| Paradigm Capital Management Inc/Ny | 0.39% | 488,000 | $14,186,160 | $14,757,120 | +$570,960 | +4.02% | |
| Rwwm, Inc. | 1.02% | 474,611 | $13,796,942 | $14,352,237 | +$555,295 | +4.02% | |
| American Century Companies Inc | 0.01% | 461,325 | $13,410,718 | $13,950,468 | +$539,750 | +4.02% | |
| Prescott Group Capital Management, L.L.C. | 1.08% | 437,773 | $11,999,358 | $13,238,256 | +$1,238,898 | +10.32% | |
| Vanguard Portfolio Management Llc | 0.00% | 378,663 | $11,007,733 | $11,450,769 | +$443,036 | +4.02% | |
| Woodline Partners Lp | 0.03% | 367,060 | $10,670,434 | $11,099,894 | +$429,460 | +4.02% | |
| Federated Hermes, Inc. | 0.01% | 358,224 | $10,413,571 | $10,832,694 | +$419,123 | +4.02% | |
| Invenomic Capital Management Lp | 0.62% | 357,451 | $10,391,101 | $10,809,318 | +$418,217 | +4.02% | |
| Earnest Partners Llc | 0.04% | 338,312 | $9,834,730 | $10,230,555 | +$395,825 | +4.02% | |
| Morgan Stanley | 0.00% | 325,752 | $9,469,617 | $9,850,740 | +$381,123 | +4.02% | |
| Hsbc Holdings Plc | 0.00% | 297,763 | $8,507,089 | $9,004,353 | +$497,264 | +5.85% | |
| Hotchkis & Wiley Capital Management Llc | 0.02% | 282,065 | $8,199,630 | $8,529,646 | +$330,016 | +4.02% | |
| Goldman Sachs Group Inc | 0.00% | 263,128 | $7,649,131 | $7,956,991 | +$307,860 | +4.02% | |
| Jacobs Levy Equity Management, Inc | 0.02% | 213,294 | $6,200,457 | $6,450,011 | +$249,554 | +4.02% | |
| Susquehanna International Group, Llp | 0.01% | 211,949 | $6,161,357 | $6,409,338 | +$247,981 | +4.02% | |
| Envestnet Asset Management Inc | 0.00% | 207,731 | $6,038,740 | $6,281,785 | +$243,045 | +4.02% | |
| Renaissance Technologies LLC | Jim Simons | 0.01% | 204,810 | $5,953,827 | $6,193,454 | +$239,627 | +4.02% |
| Northern Trust Corp | 0.00% | 200,555 | $5,830,134 | $6,064,783 | +$234,649 | +4.02% | |
| Wells Fargo & Company/Mn | 0.00% | 195,808 | $5,692,139 | $5,921,234 | +$229,095 | +4.02% | |
| Healthcare Of Ontario Pension Plan Trust Fund | 0.01% | 179,500 | $5,218,065 | $5,428,080 | +$210,015 | +4.02% | |
| Pacer Advisors, Inc. | 0.01% | 156,976 | $4,563,000 | $4,746,954 | +$183,954 | +4.03% | |
| Vanguard Fiduciary Trust Co | 0.00% | 155,205 | $4,511,809 | $4,693,399 | +$181,590 | +4.02% | |
| Trexquant Investment Lp | 0.03% | 154,189 | $4,482,274 | $4,662,675 | +$180,401 | +4.02% | |
| Panagora Asset Management Inc | 0.01% | 147,072 | $4,275,383 | $4,447,457 | +$172,074 | +4.02% | |
| Vanguard Global Advisers, Llc | 0.00% | 118,432 | $3,442,818 | $3,581,384 | +$138,566 | +4.02% | |
| Ubs Group Ag | 0.00% | 115,972 | $3,371,306 | $3,506,993 | +$135,687 | +4.02% | |
| Invesco Ltd. | 0.00% | 111,966 | $3,254,852 | $3,385,852 | +$131,000 | +4.02% | |
| Ieq Capital, Llc | 0.01% | 111,437 | $3,239,474 | $3,369,855 | +$130,381 | +4.02% | |
| Creative Planning | 0.00% | 117,611 | $3,223,717 | $3,556,557 | +$332,840 | +10.32% | |
| Gsa Capital Partners Llp | 0.20% | 110,865 | $3,223,000 | $3,352,558 | +$129,558 | +4.02% | |
| Jump Financial, Llc | 0.03% | 106,204 | $3,087,350 | $3,211,609 | +$124,259 | +4.02% | |
| Bank Of New York Mellon Corp | 0.00% | 95,229 | $2,768,309 | $2,879,725 | +$111,416 | +4.02% | |
| Pinnacle Holdings, Llc | 0.72% | 80,606 | $2,343,216 | $2,437,525 | +$94,309 | +4.02% | |
| Russell Investments Group, Ltd. | 0.00% | 79,959 | $2,324,446 | $2,417,960 | +$93,514 | +4.02% | |
| Gladstone Institutional Advisory Llc | 0.07% | 78,189 | $2,272,954 | $2,364,435 | +$91,481 | +4.02% | |
| Acadian Asset Management Llc | 0.00% | 76,653 | $2,223,000 | $2,317,987 | +$94,987 | +4.27% |
Frequently asked questions about HELE
Who are the largest institutional holders of HELE?
The largest institutional holders of HELE reported in the latest SEC Form 13F filings include Blackrock, Inc., Aqr Capital Management Llc, Vanguard Capital Management Llc, Bank Of America Corp, and D. E. Shaw & Co., Inc.. InsiderSet ranks institutional holders by their latest reported HELE position.
What is HELE institutional ownership?
This page tracks HELE positions reported by institutional investment managers through SEC Form 13F. HELEN OF TROY LTD (HELE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own HELE?
InsiderSet currently tracks 191 institutional managers reporting HELE holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of HELE shareholders.
How much HELE stock do institutions own?
Institutional investment managers disclosed approximately $643.37M in HELE holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was HELE institutional ownership last updated?
The latest HELE institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional HELE holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its HELE position after the reporting date.
Are institutions buying or selling HELE?
Institutional buying and selling can be analyzed by comparing HELE positions across consecutive 13F reporting periods. InsiderSet's HELE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View HELE ownership changes.
How has HELE institutional ownership changed over time?
InsiderSet tracks HELE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.