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Helen Of Troy Ltd
$28.14 -1.20 (-4.09%) At close · Jul 2
Market Cap
$654.47M
Shares
23,257,705

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 188
Total Value: $317,202,297
Total Shares: 21,993,718
Showing 1–100 of 202 holdings by value · page 1 of 3

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 188 13F filers
Top Holder
7.9%
Jun 2023 → Mar 2026 · range 7.4% – 14.5%
of institutional value
Top 5
26.3%
Jun 2023 → Mar 2026 · range 25.8% – 46.5%
of institutional value
Top 10
43.6%
Jun 2023 → Mar 2026 · range 41.5% – 60.9%
of institutional value
HHI
291
Jun 2023 → Mar 2026 · range 276 – 560
Broadly held
Showing 100 of 202
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega BlackRock, Inc. $25,175,988 7.94% 1,745,908
Mid RWWM, Inc. $16,926,614 5.34% 1,173,829
Mega VANGUARD CAPITAL MANAGEMENT LLC $14,518,978 4.58% 1,006,864
Mid PARADIGM CAPITAL MANAGEMENT INC/NY $13,368,782 4.21% 927,100
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $13,324,253 4.20% 924,012
Mega D. E. Shaw & Co., Inc. $11,021,219 3.47% 764,301
Mega AQR CAPITAL MANAGEMENT LLC $10,999,155 3.47% 762,771
Large PZENA INVESTMENT MANAGEMENT LLC $10,976,114 3.46% 761,173
Mega WELLINGTON MANAGEMENT GROUP LLP $10,539,403 3.32% 730,888
Mid Invenomic Capital Management LP $9,365,198 2.95% 649,459
Mega AMERIPRISE FINANCIAL INC $9,233,933 2.91% 640,356
Mid CastleKnight Management LP $9,080,274 2.86% 629,700
Mega BANK OF AMERICA CORP /DE/ Bank $8,750,026 2.76% 606,798
Mega GEODE CAPITAL MANAGEMENT, LLC $8,339,806 2.63% 578,350
Mega STATE STREET CORP $7,435,629 2.34% 515,647
Mega DIMENSIONAL FUND ADVISORS LP $7,191,901 2.27% 498,745
Mega GOLDMAN SACHS GROUP INC $7,091,380 2.24% 491,774
Large FEDERATED HERMES, INC. $6,644,187 2.09% 460,762
Large HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $5,708,661 1.80% 395,885
Mid Rubric Capital Management LP $5,280,978 1.66% 366,226
Small Prescott Group Capital Management, L.L.C. $5,135,120 1.62% 356,111
Mega BARCLAYS PLC $4,326,000 1.36% 300,000
Mega MORGAN STANLEY $4,049,189 1.28% 280,804
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $3,802,554 1.20% 263,700
Large Balyasny Asset Management L.P. $3,705,940 1.17% 257,000
Large EARNEST PARTNERS LLC $3,426,783 1.08% 237,641
Large MARSHALL WACE, LLP $3,221,383 1.02% 223,397
Mega JPMORGAN CHASE & CO $2,779,727 0.88% 192,769
Mega NORTHERN TRUST CORP Bank $2,740,245 0.86% 190,031
Large HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND Pension $2,588,390 0.82% 179,500
Mid Engineers Gate Manager LP $2,509,080 0.79% 174,000
Mega ENVESTNET ASSET MANAGEMENT INC $2,449,510 0.77% 169,869
Mega VANGUARD FIDUCIARY TRUST CO Bank $2,252,951 0.71% 156,238
Mega BARCLAYS PLC $2,236,022 0.70% 155,064
Mega MILLENNIUM MANAGEMENT LLC $2,068,736 0.65% 143,463
Mega WELLS FARGO & COMPANY/MN $2,051,921 0.65% 142,297
Mega HSBC HOLDINGS PLC $1,981,149 0.62% 137,389
Mega D. E. Shaw & Co., Inc. $1,940,932 0.61% 134,600
Large Trexquant Investment LP $1,924,320 0.61% 133,448
Mega Vanguard Global Advisers, LLC $1,818,924 0.57% 126,139
Large JACOBS LEVY EQUITY MANAGEMENT, INC $1,681,299 0.53% 116,595
Mid Aquatic Capital Management LLC $1,451,589 0.46% 100,665
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,430,464 0.45% 99,200
Mid LANDSCAPE CAPITAL MANAGEMENT, L.L.C. $1,408,242 0.44% 97,659
Mid Gladstone Institutional Advisory LLC $1,329,999 0.42% 92,233
Large Point72 Asset Management, L.P. $1,306,452 0.41% 90,600
Large Point72 Asset Management, L.P. $1,179,556 0.37% 81,800
Mega CITADEL ADVISORS LLC $1,169,462 0.37% 81,100
Mid Susquehanna Portfolio Strategies, LLC $1,167,371 0.37% 80,955
Small Pinnacle Holdings, LLC $1,157,551 0.36% 80,274
Mega Bank of New York Mellon Corp Bank $1,156,251 0.36% 80,184
Large NOMURA HOLDINGS INC $1,151,927 0.36% 79,884
Mega Invesco Ltd. $1,149,964 0.36% 79,748
Micro Seven Six Capital Management, LLC $1,098,804 0.35% 76,200
Large Creative Planning $1,062,826 0.34% 73,705
Large LSV ASSET MANAGEMENT $1,053,986 0.33% 73,092
Small CM Management, LLC $1,009,400 0.32% 70,000
Mega UBS Group AG $989,931 0.31% 68,650
Mega AMERICAN CENTURY COMPANIES INC $977,849 0.31% 67,812
Mid Jump Financial, LLC $902,014 0.28% 62,553
Small Pacific Ridge Capital Partners, LLC $827,419 0.26% 57,380
Mega Nuveen, LLC $815,190 0.26% 56,532
Large Russell Investments Group, Ltd. $810,084 0.26% 56,178
Large BNP PARIBAS ASSET MANAGEMENT Holding S.A. $787,577 0.25% 54,617
Large TUDOR INVESTMENT CORP ET AL $759,833 0.24% 52,693
Mega CITADEL ADVISORS LLC $744,072 0.23% 51,600
Large Man Group plc $725,354 0.23% 50,302
Small Blueshift Asset Management, LLC $710,588 0.22% 49,278
Large Quantinno Capital Management LP $655,605 0.21% 45,465
Mega JANE STREET GROUP, LLC $589,229 0.19% 40,862
Small Mork Capital Management, LLC $576,800 0.18% 40,000
Mega PRICE T ROWE ASSOCIATES INC /MD/ $573,036 0.18% 39,739
Large RENAISSANCE TECHNOLOGIES LLC $571,176 0.18% 39,610
Mega JANE STREET GROUP, LLC $569,590 0.18% 39,500
Mid GSA CAPITAL PARTNERS LLP $549,517 0.17% 38,108
Mega CITADEL ADVISORS LLC $536,236 0.17% 37,187
Small Inspire Investing, LLC $523,186 0.16% 36,282
Small CLARK ESTATES INC/NY $493,164 0.16% 34,200
Large SEI INVESTMENTS CO $485,045 0.15% 33,637
Large IEQ CAPITAL, LLC $483,690 0.15% 33,543
Large Cetera Investment Advisers $472,788 0.15% 32,787
Small EntryPoint Capital, LLC $463,603 0.15% 32,150
Mid IMC-Chicago, LLC $463,386 0.15% 32,135
Mega RHUMBLINE ADVISERS $446,299 0.14% 30,950
Large Cerity Partners LLC $431,647 0.14% 29,934
Small SummerHaven Investment Management, LLC $409,037 0.13% 28,366
Large Walleye Capital LLC $403,760 0.13% 28,000
Small FOX RUN MANAGEMENT, L.L.C. $403,687 0.13% 27,995
Large ExodusPoint Capital Management, LP $367,089 0.12% 25,457
Mega DEUTSCHE BANK AG\ Bank $338,912 0.11% 23,503
Large KLP KAPITALFORVALTNING AS $328,776 0.10% 22,800
Large ACADIAN ASSET MANAGEMENT LLC $303,295 0.10% 21,033
Small Empirical Asset Management, LLC $291,860 0.09% 20,240
Mega JANE STREET GROUP, LLC $282,632 0.09% 19,600
Large CWM, LLC $278,695 0.09% 19,327
Mid Caprock Group, LLC $271,716 0.09% 18,843
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $247,029 0.08% 17,131
Large Robeco Institutional Asset Management B.V. $244,664 0.08% 16,967
Mega FRANKLIN RESOURCES INC $227,331 0.07% 15,765
Large MERCER GLOBAL ADVISORS INC /ADV $226,091 0.07% 15,679
Key facts CIK 916789 CUSIP G4388N106 13F (30d) 1 filings 1 filers Visit website Investor relations

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