Institutional Ownership Helen Of Troy LTD (HELE)
This table provides information about the institutional ownership of Helen Of Troy LTD (HELE). We have compiled data on the 249 institutions that hold shares in the stock, with a total of 22.6 Million shares, which have been reported (via 13F filing form) to have a value of $419 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
2,811,123
shares
|
$52 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.31%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
2,141,722
shares
|
$39.6 Million
0.0% of portfolio
|
Q3 2025
Reduced 17.84%
|
|
|
Richard Pzena
Pzena Investment Management LLC
|
Nov 07, 2025 Q3 2025 |
1,010,756
shares
|
$18.7 Million
0.09% of portfolio
|
Q3 2025
Added 2.58%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 12, 2025 Q3 2025 |
954,378
shares
|
$17.7 Million
0.01% of portfolio
|
Q3 2025
Reduced 8.1%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
948,186
shares
|
$17.5 Million
0.02% of portfolio
|
Q3 2025
Added 124.92%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
898,122
shares
|
$16.6 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2025 Q3 2025 |
747,220
shares
|
$13.8 Million
0.0% of portfolio
|
Q3 2025
Added 159.23%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
705,648
shares
|
$13.1 Million
0.0% of portfolio
|
Q3 2025
Added 16.62%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
674,339
shares
|
$12.5 Million
0.0% of portfolio
|
Q3 2025
Added 97.22%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
658,928
shares
|
$12.2 Million
0.0% of portfolio
|
Q3 2025
Added 46.4%
|
|
|
Invenomic Capital Management LP
Boston, MA |
Nov 14, 2025 Q3 2025 |
554,985
shares
|
$10.3 Million
0.7% of portfolio
|
Q3 2025
Added 68.83%
|
|
|
Rwwm, Inc.
Rocklin, CA |
Nov 03, 2025 Q3 2025 |
515,176
shares
|
$9.53 Million
0.93% of portfolio
|
Q3 2025
Added 167.12%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
506,522
shares
|
$9.37 Million
0.0% of portfolio
|
Q3 2025
Reduced 9.12%
|
|
|
Castle Knight Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
491,900
shares
|
$9.1 Million
0.27% of portfolio
|
Q3 2025
Added 11.92%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
478,817
shares
|
$8.86 Million
0.0% of portfolio
|
Q3 2025
Reduced 25.01%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
421,081
shares
|
$7.79 Million
0.0% of portfolio
|
Q3 2025
Added 60.3%
|
|
|
Systematic Financial Management LP
Teaneck, NJ |
Nov 13, 2025 Q3 2025 |
384,093
shares
|
$7.11 Million
0.25% of portfolio
|
Q3 2025
Added 59.28%
|
|
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
Nov 17, 2025 Q3 2025 |
359,693
shares
|
$6.65 Million
0.04% of portfolio
|
Q3 2025
Added 4.57%
|
|
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
338,135
shares
|
$6.26 Million
0.03% of portfolio
|
Q3 2025
Added 23.85%
|
|
|
M&G PLC
London, X0 |
Nov 07, 2025 Q3 2025 |
330,309
shares
|
$6.11 Million
0.05% of portfolio
|
Q3 2025
Added 3.32%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
322,131
shares
|
$5.96 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Earnest Partners LLC
Atlanta, GA |
Nov 14, 2025 Q3 2025 |
311,668
shares
|
$5.77 Million
0.04% of portfolio
|
Q3 2025
Reduced 59.61%
|
|
|
Capital International Investors
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
269,597
shares
|
$4.99 Million
0.0% of portfolio
|
Q3 2024
Reduced 36.1%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
242,172
shares
|
$4.48 Million
0.0% of portfolio
|
Q3 2025
Added 17.41%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
237,555
shares
|
$4.39 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|