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Helen of Troy Limited (HELE) Institutional Ownership & Insider Trading

199 institutions reported holding Helen of Troy Limited shares in 13F filings for the quarter ended 2026-06-30, according to EquiReason's reading of their SEC filings.

Source: SEC EDGAR filings · figures as of 2026-08-31 · read by EquiReason

HELEHelen of Troy LimitedFollow HELE — free
Household & Personal Products · Consumer Defensive
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Price chart with a free account
Market cap
656.6M
P/E TTM
—
Dividend yield
—
52-week
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Next earnings
7 Jan, in 75 days

Institutions · all 13F filers

quarter to 30 Jun 2026 · filers in both quarters

199 institutions held 95.8% of the shares. Across filers that reported both quarters, shares held changed +6.3%.

Increased+73New+43Decreased-45Closed-27

Largest moves, shares (millions)

Millennium Management+0.6MAQR Capital Management+0.6MAmerican Century Companies+0.4MRwwm-0.7MParadigm Capital Management…-0.4MRubric Capital Management-0.4M

Institutional flow by quarter

net shares added or trimmed, millions · filers in both quarters
-1.1Sep 24-0.1Dec 24-0.0Mar 25-0.2Jun 25-0.7Sep 25-0.5Dec 25-1.3Mar 26+1.3Jun 26
QuarterHoldersShares held, MChangeIncreasedNewDecreasedClosed
Jun 2619922+6.3%73434527
Mar 2618621-6.3%61315443
Dec 2519122-2.3%61375944
Sep 2520123-2.8%67346039
Jun 2520724-0.8%72384559
Mar 2522524-0.2%81306644
Dec 2423924-0.5%79346239
Sep 2424324-5.0%74488263

Helen of Troy Limited — questions

Who owns Helen of Troy Limited stock?
199 institutions reported Helen of Troy Limited shares in 13F filings for the quarter ended 2026-06-30. The largest: BlackRock, Inc. (8.1%), AQR CAPITAL MANAGEMENT LLC (5.7%), VANGUARD CAPITAL MANAGEMENT LLC (4.3%).

Every figure on this page comes from Helen of Troy Limited's own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.

How these figures are read: methodology · EquiReason.