HELE · Helen Of Troy Ltd · Shareholders & Ownership

$28.07 -0.89 (-3.07%) At close · Oct 23

Russell 2000 member Rebalance outlook locked

Market Cap

$656.58M

23.39M

Volume · Oct 23 380.49K Avg daily vol (3M) 432.91K

Every disclosed holder of HELE in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns HELE

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	198	22,372,528	95.65%	Yes
Insiders (Forms 3, 4, 5)	15	611,667	2.62%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	406,440	1.74%	Rest
Registered funds (N-PORT, not summed)	72	2,762,081	11.81%	No

Shares outstanding: 23,390,635, the issuer's latest cover-page count restated onto today's split basis.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of HELE

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,883,032	8.05%	+137,124	Jun 30, 2026	carried, not yet filed for the newest quarter
2	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,322,587	5.65%	+559,816	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	AQR CAPITAL MANAGEMENT LLC 13G CIK 1167557 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	1,322,587	5.65%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
3	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	993,527	4.25%	-13,337	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	VANGUARD CAPITAL MANAGEMENT LLC 13G CIK 2100119 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	1,148,527	4.91%	-15,261	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
4	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	954,568	4.08%	+347,770	Jun 30, 2026	carried, not yet filed for the newest quarter
5	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	824,267	3.52%	+59,966	Jun 30, 2026	carried, not yet filed for the newest quarter
6	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	824,238	3.52%	+93,350	Jun 30, 2026	carried, not yet filed for the newest quarter
7	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	802,085	3.43%	-121,927	Jun 30, 2026	carried, not yet filed for the newest quarter
8	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	779,831	3.33%	+636,368	Jun 30, 2026	carried, not yet filed for the newest quarter
9	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	701,586	3.00%	-15,200	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	692,821	2.96%	+194,076	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	84,775	0.36%	+12,266	Jul 31, 2026	Dimensional ETF Trust, not summed
10.2	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	61,104	0.26%	-17,294	Jul 31, 2026	Dimensional ETF Trust, not summed
10.3	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	46,662	0.20%	-7,577	Jul 31, 2026	Dimensional ETF Trust, not summed
10.4	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	26,561	0.11%	+12,122	Jul 31, 2026	Dimensional ETF Trust, not summed
10.5	Dimensional U.S. Marketwide Value ETF Fund S000075030 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	24,281	0.10%	-55	Jul 31, 2026	Dimensional ETF Trust, not summed
11	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	678,837	2.90%	+38,481	Jun 30, 2026	carried, not yet filed for the newest quarter
12	PZENA INVESTMENT MANAGEMENT LLC 13F CIK 1027796 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	676,577	2.89%	-84,596	Jun 30, 2026	carried, not yet filed for the newest quarter
13	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	613,277	2.62%	+34,927	Jun 30, 2026	carried, not yet filed for the newest quarter
14	CastleKnight Management LP 13F CIK 1835751 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	569,900	2.44%	-59,800	Jun 30, 2026	carried, not yet filed for the newest quarter
15	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	526,239	2.25%	+10,592	Jun 30, 2026	carried, not yet filed for the newest quarter
16	PARADIGM CAPITAL MANAGEMENT INC/NY 13F CIK 1037792 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	488,000	2.09%	-439,100	Jun 30, 2026	carried, not yet filed for the newest quarter
17	RWWM, Inc. 13F CIK 1507683 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	474,611	2.03%	-699,218	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	RWWM, Inc. 13G CIK 1507683 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	474,611	2.03%	-699,218	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
18	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	461,325	1.97%	+393,513	Jun 30, 2026	carried, not yet filed for the newest quarter
19	Prescott Group Capital Management, L.L.C. 13F CIK 1166152 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	437,773	1.87%	+81,662	Jun 30, 2026	carried, not yet filed for the newest quarter
20	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	378,663	1.62%	+46,070	Jun 30, 2026	carried, not yet filed for the newest quarter
21	Woodline Partners LP 13F CIK 1784547 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	367,060	1.57%	+367,060	Jun 30, 2026	carried, not yet filed for the newest quarter
22	FEDERATED HERMES, INC. 13F CIK 1056288 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	358,224	1.53%	-102,538	Jun 30, 2026	carried, not yet filed for the newest quarter
23	Invenomic Capital Management LP 13F CIK 1769456 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	357,451	1.53%	-292,008	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Invenomic Fund Fund S000057713 · Registered fund · Jul 31, 2026 NORTHERN LIGHTS FUND TRUST II, not summed	157,695	0.67%	-312,418	Jul 31, 2026	NORTHERN LIGHTS FUND TRUST II, not summed
24	EARNEST PARTNERS LLC 13F CIK 1102578 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	338,312	1.45%	+100,671	Jun 30, 2026	carried, not yet filed for the newest quarter
25	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	325,752	1.39%	+44,948	Jun 30, 2026	carried, not yet filed for the newest quarter
26	HSBC HOLDINGS PLC 13F CIK 873630 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	297,763	1.27%	+160,374	Jun 30, 2026	carried, not yet filed for the newest quarter
27	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 13F CIK 1164833 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	282,065	1.21%	-113,820	Jun 30, 2026	carried, not yet filed for the newest quarter
28	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	268,385	1.15%	+3,642	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
29	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	263,128	1.12%	-228,646	Jun 30, 2026	carried, not yet filed for the newest quarter
30	VANGUARD EXPLORER VALUE FUND Fund S000028087 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	253,782	1.09%	+1,565	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
31	Uzzell George Scott Insider CIK 1726632 · Sep 2, 2026 Director, Chief Executive Officer, issuer-wide	235,968	1.01%	-4,793	Sep 2, 2026	Director, Chief Executive Officer, issuer-wide
32	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	217,303	0.93%	+212,373	May 31, 2026	American Century ETF Trust, not summed
33	JACOBS LEVY EQUITY MANAGEMENT, INC 13F CIK 884414 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	213,294	0.91%	+96,699	Jun 30, 2026	carried, not yet filed for the newest quarter
34	SUSQUEHANNA INTERNATIONAL GROUP, LLP 13F CIK 1446194 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	211,949	0.91%	+199,795	Jun 30, 2026	carried, not yet filed for the newest quarter
35	ENVESTNET ASSET MANAGEMENT INC 13F CIK 1407543 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	207,731	0.89%	+37,862	Jun 30, 2026	carried, not yet filed for the newest quarter
36	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	204,810	0.88%	+165,200	Jun 30, 2026	carried, not yet filed for the newest quarter
37	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	200,555	0.86%	+10,524	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	11,851	0.05%	+2,036	Jun 30, 2026	Northern Funds, not summed
38	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	195,808	0.84%	+53,511	Jun 30, 2026	carried, not yet filed for the newest quarter
39	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 13F CIK 1535845 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	179,500	0.77%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
40	Grass Brian Insider CIK 1606522 · Oct 5, 2026 Chief Financial Officer, issuer-wide	172,125	0.74%	+889	Oct 5, 2026	Chief Financial Officer, issuer-wide
41	Pacer Advisors, Inc. 13F CIK 1616667 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	156,976	0.67%	+156,976	Jun 30, 2026	carried, not yet filed for the newest quarter
42	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	155,205	0.66%	-1,033	Jun 30, 2026	carried, not yet filed for the newest quarter
43	Trexquant Investment LP 13F CIK 1633445 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	154,189	0.66%	+20,741	Jun 30, 2026	carried, not yet filed for the newest quarter
44	PANAGORA ASSET MANAGEMENT INC 13F CIK 883677 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	147,072	0.63%	+147,072	Jun 30, 2026	carried, not yet filed for the newest quarter
45	Vanguard Global Advisers, LLC 13F CIK 1811242 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	118,432	0.51%	-7,707	Jun 30, 2026	carried, not yet filed for the newest quarter
46	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	117,875	0.50%	+4,164	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
47	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	115,972	0.50%	+47,322	Jun 30, 2026	carried, not yet filed for the newest quarter
48	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	111,966	0.48%	+32,218	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	Invesco RAFI US 1000 ETF Fund S000011995 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	51,119	0.22%	+946	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
48.2	Invesco Dorsey Wright Consumer Staples Momentum ETF Fund S000013129 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	38,673	0.17%	-4,429	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
48.3	Invesco NASDAQ Future Gen 200 ETF Fund S000077288 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	4,357	0.02%	+856	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
49	IEQ CAPITAL, LLC 13F CIK 1779789 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	111,437	0.48%	+77,894	Jun 30, 2026	carried, not yet filed for the newest quarter
50	GSA CAPITAL PARTNERS LLP 13F CIK 1362033 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	110,865	0.47%	+72,757	Jun 30, 2026	carried, not yet filed for the newest quarter

5 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 257 holders

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Key facts CIK 916789 CUSIP G4388N106 13F (30d) 23 filings 23 filers Visit website Investor relations