HELEN OF TROY LTD HELE
$28.14
-4.1% 52w: $13.88 – $33.25
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data13.8823.5633.25
Jun 20, 2025 Jul 2, 2026
Institutional holders
188
-5 QoQ
13F value
$304.9M
-36.0% QoQ
Smart-money holders
7
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
0.4×
$5.6M calls / $14.7M puts
Institutional value by quarter
Number of holders
Who owns HELE?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | Index provider | 1.7M | $25.2M | 0.0% | -0.9% |
| RWWM, Inc. ★3 | Fundamental concentrated | 1.2M | $16.9M | 1.2% | +85.7% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 1.0M | $14.5M | 0.0% | — |
| PARADIGM CAPITAL MANAGEMENT INC/NY ★2 | Fundamental diversified | 927.1K | $13.4M | 0.5% | +64.3% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 924.0K | $13.3M | 0.0% | +4.8% |
| D. E. Shaw & Co., Inc. | Quant stat arb | 764.3K | $11.0M | 0.0% | +2.1% |
| PZENA INVESTMENT MANAGEMENT LLC ★2 | Fundamental diversified | 761.2K | $11.0M | 0.0% | -19.7% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 762.8K | $10.8M | 0.0% | +330.2% |
| WELLINGTON MANAGEMENT GROUP LLP | Long only active | 730.9K | $10.5M | 0.0% | -3.4% |
| Invenomic Capital Management LP | Other | 649.5K | $9.4M | 0.4% | +9.5% |
| AMERIPRISE FINANCIAL INC | Bank broker | 640.4K | $9.2M | 0.0% | -18.4% |
| CastleKnight Management LP | Other | 629.7K | $9.1M | 0.4% | +34.5% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 606.8K | $8.8M | 0.0% | -6.4% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 578.4K | $8.3M | 0.0% | +3.8% |
| STATE STREET CORP | Index provider | 515.6K | $7.4M | 0.0% | +5.6% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 498.7K | $7.2M | 0.0% | -28.8% |
| GOLDMAN SACHS GROUP INC | Bank broker | 491.8K | $7.1M | 0.0% | -3.9% |
| FEDERATED HERMES, INC. | Diversified mechanical | 460.8K | $6.6M | 0.0% | +68.2% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | Other | 395.9K | $5.7M | 0.0% | +0.8% |
| Rubric Capital Management LP ★2 | Fundamental diversified | 366.2K | $5.3M | 0.1% | +42.5% |
| Prescott Group Capital Management, L.L.C. | Other | 356.1K | $5.1M | 0.5% | +222.9% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 332.6K | $4.8M | 0.0% | — |
| MORGAN STANLEY | Bank broker | 280.8K | $4.0M | 0.0% | -25.0% |
| Balyasny Asset Management L.P. | Multistrat pod | 257.0K | $3.7M | 0.0% | +225.0% |
| EARNEST PARTNERS LLC | Other | 237.6K | $3.4M | 0.0% | -9.5% |
| MARSHALL WACE, LLP | Quant stat arb | 223.4K | $3.2M | 0.0% | +43.1% |
| NORTHERN TRUST CORP | Index provider | 190.0K | $2.7M | 0.0% | -0.1% |
| JPMORGAN CHASE & CO | Bank broker | 192.8K | $2.7M | 0.0% | +5.8% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | Diversified mechanical | 179.5K | $2.6M | 0.0% | -22.4% |
| Engineers Gate Manager LP | Diversified mechanical | 174.0K | $2.5M | 0.0% | +192.7% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 169.9K | $2.4M | 0.0% | +3.0% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 156.2K | $2.3M | 0.0% | — |
| BARCLAYS PLC | Bank broker | 155.1K | $2.2M | 0.0% | +35.4% |
| MILLENNIUM MANAGEMENT LLC | Multistrat pod | 143.5K | $2.1M | 0.0% | -86.3% |
| WELLS FARGO & COMPANY/MN | Bank broker | 142.3K | $2.1M | 0.0% | +3.6% |
| HSBC HOLDINGS PLC | Bank broker | 137.4K | $1.9M | 0.0% | New |
| Trexquant Investment LP | Diversified mechanical | 133.4K | $1.9M | 0.0% | New |
| Vanguard Global Advisers, LLC | Diversified mechanical | 126.1K | $1.8M | 0.0% | — |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Other | 116.6K | $1.7M | 0.0% | -53.3% |
| Aquatic Capital Management LLC | Diversified mechanical | 100.7K | $1.5M | 0.0% | +442.7% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | Quant stat arb | 97.7K | $1.4M | 0.1% | New |
| Gladstone Institutional Advisory LLC | Wealth advisor | 92.2K | $1.3M | 0.0% | +6.9% |
| Susquehanna Portfolio Strategies, LLC | Market maker | 81.0K | $1.2M | 0.0% | -21.4% |
| Pinnacle Holdings, LLC | Other | 80.3K | $1.2M | 0.4% | +18.1% |
| Bank of New York Mellon Corp | Diversified mechanical | 80.2K | $1.2M | 0.0% | -1.0% |
| NOMURA HOLDINGS INC | Bank broker | 79.9K | $1.2M | 0.0% | New |
| Invesco Ltd. | Index provider | 79.7K | $1.1M | 0.0% | -29.1% |
| Seven Six Capital Management, LLC ★3 | Fundamental concentrated | 76.2K | $1.1M | 1.2% | +61.4% |
| Creative Planning | Wealth advisor | 73.7K | $1.1M | 0.0% | +172.1% |
| LSV ASSET MANAGEMENT | Other | 73.1K | $1.1M | 0.0% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
Explore related
Top funds holding HELE
More industrials stocks held by institutions