Helen of Troy Ltd Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 1.75 M | $25.18 M | -0.87% | 7.58% |
| RWWM, INC. | 05/04/2026 | 1.17 M | $16.93 M | 85.69% | 5.10% |
| 05/15/2026 | 1.01 M | $14.52 M | 100.00% | 4.37% | |
| PARADIGM CAPITAL MANAGEMENT INC/NY | 05/14/2026 | 927.10 K | $13.37 M | 64.32% | 4.02% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 924.01 K | $13.32 M | 4.84% | 4.01% |
| D. E. SHAW & CO., INC. | 05/15/2026 | 764.30 K | $11.02 M | 2.07% | 3.32% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 762.77 K | $10.85 M | 330.23% | 3.31% |
| PZENA INVESTMENT MANAGEMENT LLC | 04/24/2026 | 761.17 K | $10.98 M | -19.67% | 3.30% |
| WELLINGTON MANAGEMENT GROUP LLP | 05/15/2026 | 730.89 K | $10.54 M | -3.44% | 3.17% |
| INVENOMIC CAPITAL MANAGEMENT LP | 05/15/2026 | 649.46 K | $9.37 M | 9.46% | 2.82% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 640.36 K | $9.23 M | -18.41% | 2.78% |
| CASTLEKNIGHT MANAGEMENT LP | 05/15/2026 | 629.70 K | $9.08 M | 34.47% | 2.73% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 606.80 K | $8.75 M | -6.44% | 2.63% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 578.35 K | $8.34 M | 3.79% | 2.51% |
| STATE STREET CORP | 05/15/2026 | 515.65 K | $7.44 M | 5.55% | 2.24% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 498.75 K | $7.19 M | -28.81% | 2.17% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 491.77 K | $7.09 M | -3.88% | 2.13% |
| FEDERATED HERMES, INC. | 05/11/2026 | 460.76 K | $6.64 M | 68.23% | 2.00% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 05/15/2026 | 395.89 K | $5.71 M | 0.82% | 1.72% |
| RUBRIC CAPITAL MANAGEMENT LP | 05/15/2026 | 366.23 K | $5.28 M | 42.54% | 1.59% |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 05/07/2026 | 356.11 K | $5.14 M | 222.88% | 1.55% |
| 05/08/2026 | 332.59 K | $4.80 M | 100.00% | 1.44% | |
| BARCLAYS PLC | 05/15/2026 | 300.00 K | $4.33 M | 0.00% | 1.30% |
| MORGAN STANLEY | 05/15/2026 | 280.80 K | $4.05 M | -25.03% | 1.22% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 263.70 K | $3.80 M | 162.39% | 1.14% |
| BALYASNY ASSET MANAGEMENT L.P. | 05/15/2026 | 257.00 K | $3.71 M | 225.03% | 1.12% |
| EARNEST PARTNERS LLC | 05/15/2026 | 237.64 K | $3.43 M | -9.52% | 1.03% |
| MARSHALL WACE, LLP | 05/15/2026 | 223.40 K | $3.22 M | 43.12% | 0.97% |
| JPMORGAN CHASE & CO | 05/13/2026 | 192.77 K | $2.70 M | 5.84% | 0.84% |
| NORTHERN TRUST CORP | 05/14/2026 | 190.03 K | $2.74 M | -0.15% | 0.83% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 05/14/2026 | 179.50 K | $2.59 M | -22.43% | 0.78% |
| ENGINEERS GATE MANAGER LP | 05/15/2026 | 174.00 K | $2.51 M | 192.66% | 0.76% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 169.87 K | $2.45 M | 2.97% | 0.74% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 156.24 K | $2.25 M | 100.00% | 0.68% |
| BARCLAYS PLC | 05/15/2026 | 155.06 K | $2.24 M | 35.37% | 0.67% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 143.46 K | $2.07 M | -86.33% | 0.62% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 142.30 K | $2.05 M | 3.61% | 0.62% |
| HSBC HOLDINGS PLC | 04/30/2026 | 137.39 K | $1.94 M | 100.00% | 0.60% |
| D. E. SHAW & CO., INC. | 05/15/2026 | 134.60 K | $1.94 M | 3.54% | 0.58% |
| TREXQUANT INVESTMENT LP | 05/15/2026 | 133.45 K | $1.92 M | 100.00% | 0.58% |
| VANGUARD GLOBAL ADVISERS, LLC | 05/08/2026 | 126.14 K | $1.82 M | 100.00% | 0.55% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 05/15/2026 | 116.60 K | $1.68 M | -53.30% | 0.51% |
| AQUATIC CAPITAL MANAGEMENT LLC | 05/15/2026 | 100.67 K | $1.45 M | 442.70% | 0.44% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 99.20 K | $1.43 M | -22.92% | 0.43% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 05/12/2026 | 97.66 K | $1.41 M | 100.00% | 0.42% |
| GLADSTONE INSTITUTIONAL ADVISORY LLC | 05/14/2026 | 92.23 K | $1.33 M | 6.95% | 0.40% |
| POINT72 ASSET MANAGEMENT, L.P. | 05/15/2026 | 90.60 K | $1.31 M | 62.37% | 0.39% |
| POINT72 ASSET MANAGEMENT, L.P. | 05/15/2026 | 81.80 K | $1.18 M | 98.06% | 0.36% |
| CITADEL ADVISORS LLC | 05/15/2026 | 81.10 K | $1.17 M | -46.92% | 0.35% |
| SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | 05/15/2026 | 80.96 K | $1.17 M | -21.39% | 0.35% |
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Helen of Troy Ltd institutional Ownership - FAQ's
During the previous two years, 349 institutional investors and hedge funds held shares of Helen of Troy Ltd. The most heavily invested institutionals were:
BlackRock, Inc.: 1.75 M
RWWM, Inc.: 1.17 M
PARADIGM CAPITAL MANAGEMENT INC/NY: 927,100
CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 924,012
D. E. Shaw & Co., Inc.: 764,301
AQR CAPITAL MANAGEMENT LLC: 762,771
91.67% of Helen of Troy Ltd stock is owned by institutional investors.
Institutional investors have bought a total of 29.01 M shares in the last 24 months. This purchase volume represents approximately $471.64 M in transactions.