Helen of Troy Ltd Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/07/2026 | 1.88 M | $54.74 M | 7.85% | 7.93% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 1.32 M | $37.11 M | 73.39% | 5.57% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 993.53 K | $28.88 M | -1.32% | 4.18% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 954.57 K | $27.75 M | 57.31% | 4.02% |
| D. E. SHAW & CO., INC. | 08/14/2026 | 824.27 K | $23.96 M | 7.85% | 3.47% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2026 | 824.24 K | $23.96 M | 12.77% | 3.47% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 802.09 K | $23.32 M | -13.20% | 3.38% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 802.09 K | $23.32 M | 100.00% | 3.38% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 779.83 K | $22.67 M | 443.58% | 3.28% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 692.82 K | $20.14 M | 38.91% | 2.92% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 678.84 K | $19.73 M | 6.01% | 2.86% |
| PZENA INVESTMENT MANAGEMENT LLC | 08/07/2026 | 676.58 K | $19.67 M | -11.11% | 2.85% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 613.28 K | $17.83 M | 6.04% | 2.58% |
| CASTLEKNIGHT MANAGEMENT LP | 08/14/2026 | 569.90 K | $16.57 M | -9.50% | 2.40% |
| STATE STREET CORP | 08/07/2026 | 526.24 K | $15.30 M | 2.05% | 2.22% |
| BARCLAYS PLC | 08/14/2026 | 500.00 K | $14.54 M | 100.00% | 2.10% |
| PARADIGM CAPITAL MANAGEMENT INC/NY | 08/13/2026 | 488.00 K | $14.19 M | -47.36% | 2.05% |
| RWWM, INC. | 08/14/2026 | 474.61 K | $13.80 M | -59.57% | 2.00% |
| AMERICAN CENTURY COMPANIES INC | 08/12/2026 | 461.33 K | $13.41 M | 580.30% | 1.94% |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 08/07/2026 | 437.77 K | $12.73 M | 22.93% | 1.84% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 378.66 K | $11.01 M | 13.85% | 1.59% |
| WOODLINE PARTNERS LP | 08/14/2026 | 367.06 K | $10.67 M | 100.00% | 1.55% |
| FEDERATED HERMES, INC. | 08/12/2026 | 358.22 K | $10.41 M | -22.25% | 1.51% |
| INVENOMIC CAPITAL MANAGEMENT LP | 08/14/2026 | 357.45 K | $10.39 M | -44.96% | 1.50% |
| EARNEST PARTNERS LLC | 08/13/2026 | 338.31 K | $9.83 M | 42.36% | 1.42% |
| MORGAN STANLEY | 08/13/2026 | 325.75 K | $9.47 M | 16.01% | 1.37% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 308.50 K | $8.97 M | 16.99% | 1.30% |
| BARCLAYS PLC | 08/14/2026 | 300.00 K | $8.72 M | 0.00% | 1.26% |
| HSBC HOLDINGS PLC | 08/14/2026 | 297.76 K | $8.51 M | 116.73% | 1.25% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 08/14/2026 | 282.07 K | $8.20 M | -28.75% | 1.19% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 263.13 K | $7.65 M | -46.49% | 1.11% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 08/14/2026 | 213.29 K | $6.20 M | 82.94% | 0.90% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 211.95 K | $6.16 M | 1,643.86% | 0.89% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 207.73 K | $6.04 M | 22.29% | 0.87% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 204.81 K | $5.95 M | 417.07% | 0.86% |
| NORTHERN TRUST CORP | 08/13/2026 | 200.56 K | $5.83 M | 5.54% | 0.84% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 195.81 K | $5.69 M | 37.61% | 0.82% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 08/13/2026 | 179.50 K | $5.22 M | 0.00% | 0.76% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 178.90 K | $5.20 M | 80.34% | 0.75% |
| PACER ADVISORS, INC. | 08/13/2026 | 156.98 K | $4.56 M | 100.00% | 0.66% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 155.21 K | $4.51 M | -0.66% | 0.65% |
| TREXQUANT INVESTMENT LP | 08/14/2026 | 154.19 K | $4.48 M | 15.54% | 0.65% |
| PANAGORA ASSET MANAGEMENT INC | 08/06/2026 | 147.07 K | $4.28 M | 100.00% | 0.62% |
| VANGUARD GLOBAL ADVISERS, LLC | 08/13/2026 | 118.43 K | $3.44 M | -6.11% | 0.50% |
| UBS GROUP AG | 08/13/2026 | 115.97 K | $3.37 M | 68.93% | 0.49% |
| INVESCO LTD. | 08/14/2026 | 111.97 K | $3.25 M | 40.40% | 0.47% |
| IEQ CAPITAL, LLC | 08/11/2026 | 111.44 K | $3.24 M | 232.22% | 0.47% |
| GSA CAPITAL PARTNERS LLP | 08/06/2026 | 110.87 K | $3.22 M | 190.92% | 0.47% |
| JUMP FINANCIAL, LLC | 08/13/2026 | 106.20 K | $3.09 M | 69.78% | 0.45% |
| CREATIVE PLANNING | 08/13/2026 | 104.01 K | $3.02 M | 41.12% | 0.44% |
Helen of Troy Ltd institutional Ownership - FAQ's
During the previous two years, 362 institutional investors and hedge funds held shares of Helen of Troy Ltd. The most heavily invested institutionals were:
BlackRock, Inc.: 1.88 M
AQR CAPITAL MANAGEMENT LLC: 1.32 M
VANGUARD CAPITAL MANAGEMENT LLC: 993,527
BANK OF AMERICA CORP /DE/: 954,568
D. E. Shaw & Co., Inc.: 824,267
WELLINGTON MANAGEMENT GROUP LLP: 824,238
97.78% of Helen of Troy Ltd stock is owned by institutional investors.
Institutional investors have bought a total of 32.49 M shares in the last 24 months. This purchase volume represents approximately $528.32 M in transactions.