Helen of Troy Limited Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 11/12/2025 | 3.44 M | $86.71 M | -1.29% | 14.99% |
| VANGUARD GROUP INC | 11/07/2025 | 2.14 M | $53.97 M | -17.84% | 9.33% |
| PZENA INVESTMENT MANAGEMENT LLC | 11/07/2025 | 1.01 M | $25.47 M | 2.58% | 4.40% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 954.38 K | $24.05 M | -8.10% | 4.16% |
| D. E. SHAW & CO., INC. | 11/14/2025 | 948.19 K | $23.89 M | 124.92% | 4.13% |
| STATE STREET CORP | 11/14/2025 | 898.12 K | $22.63 M | -0.52% | 3.91% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2025 | 747.22 K | $18.83 M | 159.23% | 3.25% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 705.65 K | $17.78 M | 16.62% | 3.07% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 674.34 K | $16.99 M | 97.22% | 2.94% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 658.93 K | $16.60 M | 46.40% | 2.87% |
| INVENOMIC CAPITAL MANAGEMENT LP | 11/14/2025 | 554.99 K | $13.99 M | 68.83% | 2.42% |
| RWWM, INC. | 11/04/2025 | 515.18 K | $12.98 M | 167.12% | 2.24% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 506.52 K | $12.77 M | -9.12% | 2.21% |
| CASTLEKNIGHT MANAGEMENT LP | 11/14/2025 | 491.90 K | $12.40 M | 11.92% | 2.14% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 478.82 K | $12.07 M | -25.01% | 2.09% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 421.08 K | $10.61 M | 60.30% | 1.83% |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 11/13/2025 | 384.09 K | $9.68 M | 59.28% | 1.67% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 11/17/2025 | 359.69 K | $9.06 M | 4.57% | 1.57% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 11/14/2025 | 338.14 K | $8.52 M | 23.85% | 1.47% |
| M&G PLC | 11/07/2025 | 330.31 K | $8.26 M | 3.32% | 1.44% |
| MORGAN STANLEY | 11/14/2025 | 322.13 K | $8.12 M | -0.25% | 1.40% |
| EARNEST PARTNERS LLC | 11/14/2025 | 311.67 K | $7.85 M | -59.61% | 1.36% |
| D. E. SHAW & CO., INC. | 11/14/2025 | 280.40 K | $7.07 M | 133.08% | 1.22% |
| CAPITAL INTERNATIONAL INVESTORS | 11/13/2025 | 269.60 K | $6.79 M | 0.00% | 1.17% |
| JPMORGAN CHASE & CO | 11/26/2025 | 242.17 K | $6.10 M | 1,961.39% | 1.05% |
| NORTHERN TRUST CORP | 11/14/2025 | 226.82 K | $5.72 M | -4.96% | 0.99% |
| GLENMEDE INVESTMENT MANAGEMENT, LP | 11/13/2025 | 219.33 K | $5.53 M | -5.40% | 0.96% |
| PACER ADVISORS, INC. | 10/15/2025 | 207.67 K | $5.23 M | 100.00% | 0.90% |
| CITADEL ADVISORS LLC | 11/14/2025 | 202.00 K | $5.09 M | 122.22% | 0.88% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 198.70 K | $5.01 M | -10.82% | 0.87% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 195.66 K | $4.93 M | 42.36% | 0.85% |
| FEDERATED HERMES, INC. | 11/03/2025 | 187.15 K | $4.72 M | -49.70% | 0.82% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 185.79 K | $4.68 M | 100.00% | 0.81% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2025 | 178.62 K | $4.50 M | -43.39% | 0.78% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 177.16 K | $4.46 M | 64.51% | 0.77% |
| INVESCO LTD. | 11/13/2025 | 175.42 K | $4.42 M | 20.43% | 0.76% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 162.07 K | $4.08 M | -3.57% | 0.71% |
| JANE STREET GROUP, LLC | 11/14/2025 | 144.60 K | $3.64 M | 1,003.82% | 0.63% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 10/20/2025 | 144.16 K | $3.63 M | 100.00% | 0.63% |
| PRINCIPAL FINANCIAL GROUP INC | 11/04/2025 | 141.62 K | $3.57 M | 2.54% | 0.62% |
| CITADEL ADVISORS LLC | 11/14/2025 | 138.00 K | $3.48 M | 42.27% | 0.60% |
| FRANKLIN RESOURCES INC | 11/13/2025 | 134.47 K | $3.39 M | 38.03% | 0.59% |
| FIRST TRUST ADVISORS LP | 11/12/2025 | 127.17 K | $3.20 M | 87.34% | 0.55% |
| UBS GROUP AG | 11/13/2025 | 126.96 K | $3.20 M | 29.77% | 0.55% |
| COUNTERPOINT MUTUAL FUNDS LLC | 11/10/2025 | 125.42 K | $3.16 M | 882.58% | 0.55% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 119.50 K | $3.01 M | 46.63% | 0.52% |
| ROYAL BANK OF CANADA | 11/14/2025 | 95.85 K | $2.42 M | 105.04% | 0.42% |
| WOLVERINE TRADING, LLC | 11/14/2025 | 94.10 K | $2.42 M | 49.60% | 0.41% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 11/06/2025 | 89.58 K | $2.26 M | 15.03% | 0.39% |
| JUMP FINANCIAL, LLC | 11/13/2025 | 82.03 K | $2.07 M | 100.00% | 0.36% |
Helen of Troy Limited institutional Ownership - FAQ's
During the previous two years, 367 institutional investors and hedge funds held shares of Helen of Troy Limited. The most heavily invested institutionals were:
BlackRock, Inc.: 3.44 M
VANGUARD GROUP INC: 2.14 M
PZENA INVESTMENT MANAGEMENT LLC: 1.01 M
DIMENSIONAL FUND ADVISORS LP: 954,378
D. E. Shaw & Co., Inc.: 948,186
STATE STREET CORP: 898,122
100.02% of Helen of Troy Limited stock is owned by institutional investors.
Institutional investors have bought a total of 30.54 M shares in the last 24 months. This purchase volume represents approximately $807.54 M in transactions.