Who Owns Helen of Troy Limited (HELE)?Hedge Fund & Institutional Holders

$16.49-0.27 (-1.61%)Consumer DefensiveNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.751422000201352e+206T

% of Float Held

5.71715890635401e+292%

QoQ Change in Holders

+15 / -2

Price History

$16.15$30.56$44.97$59.38$73.79Aug 24Jun 25Mar 26

HELE — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
RWWM, Inc.New Position+632K+$13.4M
PARADIGM CAPITAL MANAGEMENT INC/NYNew Position+564K+$12.0M
Rubric Capital Management LPNew Position+257K+$5.5M
FEDERATED HERMES, INC.New Position+274K+$5.0M
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUNDNew Position+231K+$4.0M
ENVESTNET ASSET MANAGEMENT INCNew Position+165K+$3.0M
MARSHALL WACE, LLPNew Position+156K+$2.0M
Campbell & CO Investment Adviser LLCNew Position+95K+$2.0M
TWO SIGMA ADVISERS, LPNew Position+96K+$2.0M
Y-Intercept (Hong Kong) LtdNew Position+106K+$2.0M
Pinnacle Holdings, LLCNew Position+68K+$1.4M
PRINCIPAL FINANCIAL GROUP INCNew Position+47K+$1.0M
BALYASNY ASSET MANAGEMENT L.P.New Position+79K+$1.0M
Weiss Asset Management LPNew Position+47K+$1.0M
Point72 Asset Management, L.P.New Position+74K+$1.0M

HELE — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
BlackRock, Inc.Decreased-1.7M-$86.7B
VANGUARD GROUP INCDecreased-615K-$53.9B
PZENA INVESTMENT MANAGEMENT LLCDecreased-63K-$25.5B
DIMENSIONAL FUND ADVISORS LPDecreased-254K-$24.0B
D. E. Shaw & Co., Inc.Decreased-199K-$23.9B
STATE STREET CORPDecreased-410K-$22.6B
GOLDMAN SACHS GROUP INCDecreased-163K-$17.0B
CastleKnight Management LPDecreased-24K-$12.4B
SYSTEMATIC FINANCIAL MANAGEMENT LPDecreased-2K-$9.7B
JACOBS LEVY EQUITY MANAGEMENT, INCDecreased-110K-$9.1B
M&G PlcClosed Position-330K-$8.3B
EARNEST PARTNERS LLCDecreased-49K-$7.8B
JPMORGAN CHASE & CODecreased-60K-$6.1B
NORTHERN TRUST CORPDecreased-37K-$5.7B
Glenmede Investment Management, LPClosed Position-219K-$5.5B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1VANGUARD GROUP INC1,294,791$27.5M0.00%Share
2MILLENNIUM MANAGEMENT LLC1,049,381$22.0M0.01%Share
3PZENA INVESTMENT MANAGEMENT LLC947,568$20.1M0.06%Share
4CHARLES SCHWAB INVESTMENT MANAGEMENT INC881,344$18.0M0.00%Share
5BlackRock, Inc.833,785$17.0M0.00%Share
6AMERIPRISE FINANCIAL INC784,859$16.0M0.00%Share
7D. E. Shaw & Co., Inc.665,865$14.0M0.01%Share
8RWWM, Inc.632,140$13.4M0.92%Share
9UBS Group AG615,091$13.1M0.00%Share
10WELLINGTON MANAGEMENT GROUP LLP633,915$13.0M0.00%Share
11DIMENSIONAL FUND ADVISORS LP647,220$13.0M0.00%Share
12BlackRock, Inc.646,377$13.0M0.00%Share
13Invenomic Capital Management LP593,310$12.6M0.59%Share
14STATE STREET CORP488,516$10.0M0.00%Share
15BANK OF AMERICA CORP /DE/470,851$10.0M0.00%Share
16GEODE CAPITAL MANAGEMENT, LLC482,751$10.0M0.00%Share
17CastleKnight Management LP468,300$10.0M0.22%Share
18PARADIGM CAPITAL MANAGEMENT INC/NY424,200$9.0M0.38%Share
19HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC392,665$8.3M0.02%Share
20TWO SIGMA INVESTMENTS, LP396,991$8.0M0.01%Share
21SYSTEMATIC FINANCIAL MANAGEMENT LP364,955$7.8M0.18%Share
22BARCLAYS PLC300,000$6.0M0.00%Put
23GOLDMAN SACHS GROUP INC320,876$6.0M0.00%Share
24EARNEST PARTNERS LLC262,634$5.6M0.02%Share
25Rubric Capital Management LP256,937$5.5M0.07%Share
26Capital International Investors269,597$5.0M0.00%Share
27JACOBS LEVY EQUITY MANAGEMENT, INC249,642$5.0M0.02%Share
28FEDERATED HERMES, INC.263,088$5.0M0.01%Share
29JANE STREET GROUP, LLC235,413$5.0M0.00%Share
30HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND231,391$4.0M0.01%Share
31GOLDMAN SACHS GROUP INC190,754$4.0M0.00%Share
32CITADEL ADVISORS LLC203,300$4.0M0.00%Call
33VANGUARD GROUP INC146,923$3.1M0.00%Share
34JPMORGAN CHASE & CO172,906$3.0M0.00%Share
35MORGAN STANLEY143,921$3.0M0.00%Share
36Squarepoint Ops LLC148,390$3.0M0.00%Share
37ENVESTNET ASSET MANAGEMENT INC164,964$3.0M0.00%Share
38CITADEL ADVISORS LLC152,800$3.0M0.00%Put
39AQR CAPITAL MANAGEMENT LLC175,757$3.0M0.00%Share
40NORTHERN TRUST CORP173,043$3.0M0.00%Share
41CITADEL ADVISORS LLC154,906$3.0M0.00%Share
42PARADIGM CAPITAL MANAGEMENT INC/NY140,000$3.0M0.13%Share
43Y-Intercept (Hong Kong) Ltd106,051$2.0M0.04%Share
44CAPITAL FUND MANAGEMENT S.A.94,744$2.0M0.01%Share
45SUSQUEHANNA INTERNATIONAL GROUP, LLP100,500$2.0M0.00%Put
46MARSHALL WACE, LLP97,372$2.0M0.00%Share
47Susquehanna Portfolio Strategies, LLC102,985$2.0M0.03%Share
48BlackRock, Inc.126,145$2.0M0.00%Share
49SUSQUEHANNA INTERNATIONAL GROUP, LLP128,700$2.0M0.00%Call
50TWO SIGMA ADVISERS, LP95,900$2.0M0.00%Share

HELE Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025194$419.0M+40
Q3 2025154$532.0B-27
Q2 2025181$551.1B-48
Q1 2025229$1.3T+0
Q4 2024229$13.1T+25
Q3 2024204$1028.0T-7
Q2 2024211$1327.3T-3
Q1 2024214$1769.6T—

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As of Q4 2025, 50 institutional investors hold HELE (Helen of Troy Limited). The largest holder is VANGUARD GROUP INC with $27.5M in shares. This quarter, 15 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own HELE?

As of Q4 2025, 50 institutional investors report holding HELE (Helen of Troy Limited) in their 13F filings.

Who is the largest institutional holder of HELE?

The largest institutional holder of HELE is VANGUARD GROUP INC with $27.5M in shares.

Is institutional ownership of HELE increasing or decreasing?

This quarter, 15 institutions opened new positions in HELE and 2 closed their positions.