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Who owns HELEWhat HELE owns — n/a

Who owns HELEN OF TROY LTD?

Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.

Institutional ownership of HELE from SEC Form 13F filings across 290 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

As of the 2026-06-30 reporting period, 290 institutions disclosed 33.5M shares of HELEN OF TROY LTD worth $405.3M; the largest disclosed holder is BlackRock Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.

290

13F holders

$405.3M

value, 2026 filers

33.5M

shares disclosed

0

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of HELE's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1BlackRock Inc.2.8M$260.7M0.0%
2BlackRock Fund Advisors1.7M$140.3M0.0%
3BlackRock Institutional Trust Company, N.A.837,871$70.8M0.0%
4QUADRANT CAPITAL GROUP LLC1,358$49.0M0.0%
5VANGUARD GROUP INC1.5M$32.4M0.0%
6BlackRock, Inc.1.7M$25.2M0.0%
7FIDUCIARY MANAGEMENT ASSOCIATES LLC223,440$23.2M1.5%
8TEACHERS ADVISORS, LLC194,386$22.5M0.0%
9CHARTWELL INVESTMENT PARTNERS/PA249,169$17.3M0.4%
10RWWM, Inc.1.2M$16.9M1.2%
11BlackRock Investment Management, LLC186,474$15.7M0.0%
12VANGUARD CAPITAL MANAGEMENT LLC1.0M$14.5M0.0%
13PARADIGM CAPITAL MANAGEMENT INC/NY927,100$13.4M0.5%
14CHARLES SCHWAB INVESTMENT MANAGEMENT INC924,012$13.3M0.0%
15PARAMETRIC PORTFOLIO ASSOCIATES LLC65,374$12.8M0.0%
16RS INVESTMENT MANAGEMENT CO LLC107,440$11.0M0.1%
17D. E. Shaw & Co., Inc.764,301$11.0M0.0%
18PZENA INVESTMENT MANAGEMENT LLC761,173$11.0M0.0%
19AQR CAPITAL MANAGEMENT LLC762,771$10.8M0.0%
20WELLINGTON MANAGEMENT GROUP LLP730,888$10.5M0.0%
21AHL Partners LLP107,067$10.3M0.2%
22Invenomic Capital Management LP649,459$9.4M0.4%
23FORESTERS INVESTMENT MANAGEMENT COMPANY, INC.58,900$9.3M0.2%
24AMERIPRISE FINANCIAL INC640,356$9.2M0.0%
25CastleKnight Management LP629,700$9.1M0.2%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.