HELEN OF TROY LTD - Common Stock (HELE) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
HELE on Nasdaq
Shares outstanding
23,031,026
Price per share
$16.70
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
22,414,684
Total reported value
$476,282,609
% of total 13F portfolios
0%
Share change
-275,289
Value change
-$11,530,514
Number of holders
190
Price from insider filings
$16.70
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of HELEN OF TROY LTD - Common Stock (HELE) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 7% $34,149,758 1,607,055 BlackRock, Inc. 31 Dec 2025
VANGUARD GROUP INC 6.6% -30% $32,447,836 -$13,063,756 1,526,957 -29% The Vanguard Group 31 Dec 2025
FMR LLC 0% -103% $73,503 -$58,271,478 3,260 -100% FMR LLC 31 Jul 2025

As of 31 Dec 2025, 190 institutional investors reported holding 22,414,684 shares of HELEN OF TROY LTD - Common Stock (HELE). This represents 97% of the company’s total 23,031,026 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of HELEN OF TROY LTD - Common Stock (HELE) together control 72% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 7.6% 1,761,306 -49% 0% $37,427,743
VANGUARD GROUP INC 6.6% 1,526,957 -29% 0% $32,447,837
MILLENNIUM MANAGEMENT LLC 4.6% 1,049,381 +149% 0.02% $22,299,346
PZENA INVESTMENT MANAGEMENT LLC 4.1% 947,568 -6.3% 0.06% $20,135,820
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 3.8% 881,344 +25% 0% $18,728,560
AMERIPRISE FINANCIAL INC 3.4% 784,868 +19% 0% $16,678,446
WELLINGTON MANAGEMENT GROUP LLP 3.3% 756,909 +1.3% 0% $16,084,317
D. E. Shaw & Co., Inc. 3.3% 748,783 -21% 0.01% $15,911,639
DIMENSIONAL FUND ADVISORS LP 3% 700,604 -27% 0% $14,887,807
BANK OF AMERICA CORP /DE/ 2.8% 648,548 +35% 0% $13,781,645
RWWM, Inc. 2.7% 632,140 +23% 0.92% $13,432,975
UBS Group AG 2.7% 616,992 +386% 0% $13,111,081
Invenomic Capital Management LP 2.6% 593,310 +6.9% 0.61% $12,607,838
PARADIGM CAPITAL MANAGEMENT INC/NY 2.4% 564,200 0.5% $11,989,250
GEODE CAPITAL MANAGEMENT, LLC 2.4% 557,231 +10% 0% $11,843,913
GOLDMAN SACHS GROUP INC 2.2% 511,630 -24% 0% $10,872,138
STATE STREET CORP 2.1% 488,516 -46% 0% $10,380,965
CastleKnight Management LP 2% 468,300 -4.8% 0.57% $9,951,375
TWO SIGMA INVESTMENTS, LP 1.7% 396,991 +114% 0.01% $8,436,059
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 1.7% 392,665 +16% 0.02% $8,344,131
SYSTEMATIC FINANCIAL MANAGEMENT LP 1.7% 381,645 -0.64% 0.19% $8,109,990
MORGAN STANLEY 1.6% 374,572 +16% 0% $7,959,656
JANE STREET GROUP, LLC 1.3% 288,940 +1781% 0.01% $6,139,975
FEDERATED HERMES, INC. 1.2% 273,893 +46% 0.01% $5,820,226
Capital International Investors 1.2% 269,597 0% 0% $5,728,936

Institutional Holders of HELEN OF TROY LTD - Common Stock (HELE) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 22,414,684 $476,282,609 -$11,530,514 $21.25 190
2025 Q3 22,967,710 $578,744,609 -$24,453,153 $25.20 203
2025 Q2 23,867,058 $677,119,124 -$76,308,378 $28.38 207
2025 Q1 23,984,529 $1,282,791,398 -$14,984,639 $53.49 226
2024 Q4 24,033,981 $1,438,004,105 -$2,355,401 $59.83 238
2024 Q3 24,015,189 $1,485,448,461 -$219,250,049 $61.85 241
2024 Q2 24,556,520 $2,277,489,922 -$167,260,345 $92.74 249
2024 Q1 25,968,631 $2,992,479,275 -$61,543,746 $115.24 269
2023 Q4 26,480,841 $3,202,709,808 -$94,651,747 $120.81 257
2023 Q3 27,287,224 $3,179,903,477 -$128,343,432 $116.56 244
2023 Q2 28,435,548 $3,071,849,135 +$33,341,284 $108.02 239
2023 Q1 28,163,807 $2,680,388,840 +$237,253,839 $95.17 244
2022 Q4 25,592,592 $2,838,633,207 +$194,072,841 $110.91 240
2022 Q3 23,990,559 $2,313,373,435 -$155,159,646 $96.44 240
2022 Q2 24,963,666 $4,054,125,807 -$26,908,066 $162.41 281
2022 Q1 25,239,205 $4,944,615,462 -$24,250,886 $195.84 267
2021 Q4 25,303,869 $6,183,903,204 -$335,112,653 $244.47 284
2021 Q3 25,572,586 $5,745,706,658 +$110,177,323 $224.68 273
2021 Q2 25,086,903 $5,722,744,621 -$274,413,631 $228.12 283
2021 Q1 26,342,297 $5,550,556,307 +$63,810,393 $210.66 319
2020 Q4 25,980,106 $5,773,093,811 +$188,113,175 $222.19 306
2020 Q3 25,193,988 $4,884,431,756 +$16,025,217 $193.52 306
2020 Q2 25,123,825 $4,737,570,791 +$109,861,386 $188.56 265
2020 Q1 24,604,243 $3,543,162,664 +$69,843,843 $144.03 257
2019 Q4 24,089,219 $4,332,120,152 +$44,033,081 $179.79 267
2019 Q3 23,943,433 $3,774,622,144 +$27,969,161 $157.66 249
2019 Q2 23,821,237 $3,111,498,452 -$134,016,373 $130.59 258
2019 Q1 25,125,717 $2,913,778,878 +$100,399,541 $115.96 257
2018 Q4 24,167,864 $3,170,061,867 -$149,512,656 $131.18 287
2018 Q3 25,291,900 $3,310,143,369 -$62,408,213 $130.90 258
2018 Q2 25,795,074 $2,539,857,212 +$52,573,990 $98.45 245
2018 Q1 25,350,203 $2,209,149,461 -$14,140,797 $87.00 228
2017 Q4 25,580,627 $2,463,920,928 +$9,072,945 $96.35 226
2017 Q3 25,431,382 $2,464,446,846 +$58,613,300 $96.90 211
2017 Q2 24,833,701 $2,336,744,437 +$7,253,733 $94.10 222
2017 Q1 24,752,806 $2,331,674,003 +$245,148,239 $94.20 207
2016 Q4 24,959,562 $2,108,075,669 -$106,783,661 $84.45 205
2016 Q3 26,217,382 $2,258,151,163 -$17,852,144 $86.17 232
2016 Q2 26,485,720 $2,722,700,865 -$42,652,602 $102.84 230
2016 Q1 27,078,599 $2,806,588,102 +$4,227,866 $103.69 222
2015 Q4 27,001,920 $2,543,828,052 -$15,979,322 $94.25 226
2015 Q3 27,288,168 $2,437,114,743 +$59,987,332 $89.30 197
2015 Q2 26,591,006 $2,590,356,373 -$26,957,582 $97.49 217
2015 Q1 26,963,359 $2,197,021,045 +$37,114,047 $81.49 185
2014 Q4 26,564,077 $1,728,615,514 -$19,738,366 $65.06 172
2014 Q3 26,973,391 $1,416,666,493 -$13,950,337 $52.52 157
2014 Q2 26,902,851 $1,631,042,595 -$17,761,179 $60.63 179
2014 Q1 27,175,297 $1,881,245,679 -$29,375,396 $69.23 177