HELEN OF TROY LTD (HELE) Institutional Shareholders
HELEN OF TROY LTD (HELE) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $644.00M in HELE holdings during the latest filing period.
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 $51.26M, representing an estimated loss of -6.36% 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
192
Total Reported Value
$644.00M
Largest Holder
Blackrock, Inc.
Largest Position
$54.74M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
72
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 | $51,256,131 | -$3,483,610 | -6.36% | |
| Aqr Capital Management Llc | 0.01% | 1,322,587 | $37,111,791 | $36,000,818 | -$1,110,973 | -2.99% | |
| Vanguard Capital Management Llc | 0.00% | 993,527 | $28,881,830 | $27,043,805 | -$1,838,025 | -6.36% | |
| Bank Of America Corp | 0.00% | 954,568 | $27,749,292 | $25,983,341 | -$1,765,951 | -6.36% | |
| D. E. Shaw & Co., Inc. | 0.01% | 824,267 | $23,961,442 | $22,436,548 | -$1,524,894 | -6.36% | |
| Wellington Management Group Llp | 0.00% | 824,238 | $23,960,597 | $22,435,758 | -$1,524,839 | -6.36% | |
| Charles Schwab Investment Management Inc | 0.00% | 802,085 | $23,316,611 | $21,832,754 | -$1,483,857 | -6.36% | |
| Millennium Management Llc | 0.02% | 779,831 | $22,669,687 | $21,227,000 | -$1,442,687 | -6.36% | |
| Dimensional Fund Advisors Lp | 0.00% | 692,821 | $20,139,861 | $18,858,588 | -$1,281,273 | -6.36% | |
| Ameriprise Financial Inc | 0.00% | 678,837 | $19,733,792 | $18,477,943 | -$1,255,849 | -6.36% | |
| Hancock Classic Value | Richard Pzena | 0.06% | 676,577 | $19,668,093 | $18,416,426 | -$1,251,667 | -6.36% |
| Geode Capital Management, Llc | 0.00% | 613,277 | $17,832,192 | $16,693,400 | -$1,138,792 | -6.39% | |
| Castleknight Management Lp | 0.60% | 569,900 | $16,566,993 | $15,512,678 | -$1,054,315 | -6.36% | |
| State Street Corp | 0.00% | 526,239 | $15,297,768 | $14,324,226 | -$973,542 | -6.36% | |
| Paradigm Capital Management Inc/Ny | 0.39% | 488,000 | $14,186,160 | $13,283,360 | -$902,800 | -6.36% | |
| Rwwm, Inc. | 1.02% | 474,611 | $13,796,942 | $12,918,911 | -$878,031 | -6.36% | |
| American Century Companies Inc | 0.01% | 461,325 | $13,410,718 | $12,557,267 | -$853,452 | -6.36% | |
| Prescott Group Capital Management, L.L.C. | 1.10% | 437,773 | $12,726,061 | $11,916,181 | -$809,880 | -6.36% | |
| Vanguard Portfolio Management Llc | 0.00% | 378,663 | $11,007,733 | $10,307,207 | -$700,526 | -6.36% | |
| Woodline Partners Lp | 0.03% | 367,060 | $10,670,434 | $9,991,373 | -$679,061 | -6.36% | |
| Federated Hermes, Inc. | 0.01% | 358,224 | $10,413,571 | $9,750,857 | -$662,714 | -6.36% | |
| Invenomic Capital Management Lp | 0.62% | 357,451 | $10,391,101 | $9,729,816 | -$661,285 | -6.36% | |
| Earnest Partners Llc | 0.04% | 338,312 | $9,834,730 | $9,208,853 | -$625,877 | -6.36% | |
| Morgan Stanley | 0.00% | 325,752 | $9,469,617 | $8,866,969 | -$602,648 | -6.36% | |
| Hsbc Holdings Plc | 0.00% | 297,763 | $8,507,089 | $8,105,109 | -$401,980 | -4.73% | |
| Hotchkis & Wiley Capital Management Llc | 0.02% | 282,065 | $8,199,630 | $7,677,809 | -$521,821 | -6.36% | |
| Goldman Sachs Group Inc | 0.00% | 263,128 | $7,649,131 | $7,162,344 | -$486,787 | -6.36% | |
| Jacobs Levy Equity Management, Inc | 0.02% | 213,294 | $6,200,457 | $5,805,863 | -$394,594 | -6.36% | |
| Susquehanna International Group, Llp | 0.01% | 211,949 | $6,161,357 | $5,769,252 | -$392,105 | -6.36% | |
| Envestnet Asset Management Inc | 0.00% | 207,731 | $6,038,740 | $5,654,438 | -$384,302 | -6.36% | |
| Renaissance Technologies LLC | Jim Simons | 0.01% | 204,810 | $5,953,827 | $5,574,928 | -$378,899 | -6.36% |
| Northern Trust Corp | 0.00% | 200,555 | $5,830,134 | $5,459,107 | -$371,027 | -6.36% | |
| Wells Fargo & Company/Mn | 0.00% | 195,808 | $5,692,139 | $5,329,894 | -$362,245 | -6.36% | |
| Healthcare Of Ontario Pension Plan Trust Fund | 0.01% | 179,500 | $5,218,065 | $4,885,990 | -$332,075 | -6.36% | |
| Pacer Advisors, Inc. | 0.01% | 156,976 | $4,563,000 | $4,272,887 | -$290,113 | -6.36% | |
| Vanguard Fiduciary Trust Co | 0.00% | 155,205 | $4,511,809 | $4,224,680 | -$287,129 | -6.36% | |
| Trexquant Investment Lp | 0.03% | 154,189 | $4,482,274 | $4,197,025 | -$285,249 | -6.36% | |
| Panagora Asset Management Inc | 0.01% | 147,072 | $4,275,383 | $4,003,300 | -$272,083 | -6.36% | |
| Vanguard Global Advisers, Llc | 0.00% | 118,432 | $3,442,818 | $3,223,719 | -$219,099 | -6.36% | |
| Ubs Group Ag | 0.00% | 115,972 | $3,371,306 | $3,156,758 | -$214,548 | -6.36% | |
| Invesco Ltd. | 0.00% | 111,966 | $3,254,852 | $3,047,715 | -$207,137 | -6.36% | |
| Ieq Capital, Llc | 0.01% | 111,437 | $3,239,474 | $3,033,315 | -$206,159 | -6.36% | |
| Gsa Capital Partners Llp | 0.20% | 110,865 | $3,223,000 | $3,017,745 | -$205,255 | -6.37% | |
| Jump Financial, Llc | 0.03% | 106,204 | $3,087,350 | $2,890,873 | -$196,477 | -6.36% | |
| Bank Of New York Mellon Corp | 0.00% | 95,229 | $2,768,309 | $2,592,133 | -$176,176 | -6.36% | |
| Pinnacle Holdings, Llc | 0.72% | 80,606 | $2,343,216 | $2,194,095 | -$149,121 | -6.36% | |
| Russell Investments Group, Ltd. | 0.00% | 79,959 | $2,324,446 | $2,176,484 | -$147,962 | -6.37% | |
| Gladstone Institutional Advisory Llc | 0.07% | 78,189 | $2,272,954 | $2,128,305 | -$144,649 | -6.36% | |
| Acadian Asset Management Llc | 0.00% | 76,653 | $2,223,000 | $2,086,495 | -$136,505 | -6.14% | |
| Fmr Llc | 0.00% | 73,420 | $2,134,313 | $1,998,492 | -$135,821 | -6.36% |
Frequently asked questions about HELE
Who owns the most HELE stock?
The largest holders of HELE are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for HELEN OF TROY LTD (HELE).
Is HELE widely held by superinvestors?
Many widely followed stocks like HELE appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly HELE is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.