Helen of Troy Ltd Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 02/12/2026 | 1.76 M | $37.43 M | -48.81% | 7.65% |
| VANGUARD GROUP INC | 01/29/2026 | 1.53 M | $32.45 M | -28.70% | 6.63% |
| PZENA INVESTMENT MANAGEMENT LLC | 02/06/2026 | 947.57 K | $20.14 M | -6.25% | 4.11% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 881.34 K | $18.73 M | 24.90% | 3.83% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 700.60 K | $14.89 M | -26.59% | 3.04% |
| RWWM, INC. | 02/13/2026 | 632.14 K | $13.43 M | 22.70% | 2.74% |
| UBS GROUP AG | 01/29/2026 | 616.99 K | $13.11 M | 385.97% | 2.68% |
| PARADIGM CAPITAL MANAGEMENT INC/NY | 02/12/2026 | 564.20 K | $11.99 M | 100.00% | 2.45% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 557.23 K | $11.84 M | 10.01% | 2.42% |
| GOLDMAN SACHS GROUP INC | 02/10/2026 | 511.63 K | $10.87 M | -24.13% | 2.22% |
| STATE STREET CORP | 02/13/2026 | 488.52 K | $10.38 M | -45.61% | 2.12% |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 02/09/2026 | 381.65 K | $8.11 M | -0.64% | 1.66% |
| MORGAN STANLEY | 02/13/2026 | 374.57 K | $7.96 M | 16.28% | 1.63% |
| BARCLAYS PLC | 02/13/2026 | 300.00 K | $6.38 M | 100.00% | 1.30% |
| JANE STREET GROUP, LLC | 02/12/2026 | 288.94 K | $6.14 M | 1,781.36% | 1.25% |
| FEDERATED HERMES, INC. | 02/12/2026 | 273.89 K | $5.82 M | 46.35% | 1.19% |
| CAPITAL INTERNATIONAL INVESTORS | 02/11/2026 | 269.60 K | $5.73 M | 0.00% | 1.17% |
| EARNEST PARTNERS LLC | 02/12/2026 | 262.63 K | $5.58 M | -15.73% | 1.14% |
| RUBRIC CAPITAL MANAGEMENT LP | 02/13/2026 | 256.94 K | $5.46 M | 100.00% | 1.12% |
| JPMORGAN CHASE & CO | 02/11/2026 | 182.13 K | $3.87 M | -24.80% | 0.79% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 164.96 K | $3.51 M | -15.69% | 0.72% |
| MARSHALL WACE, LLP | 02/13/2026 | 156.09 K | $3.32 M | 100.00% | 0.68% |
| SQUAREPOINT OPS LLC | 02/13/2026 | 148.39 K | $3.15 M | 492.56% | 0.64% |
| FRANKLIN RESOURCES INC | 02/11/2026 | 144.74 K | $3.08 M | 7.64% | 0.63% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 137.34 K | $2.92 M | -22.47% | 0.60% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 128.70 K | $2.73 M | 7.70% | 0.56% |
| JANE STREET GROUP, LLC | 02/12/2026 | 120.90 K | $2.57 M | 214.03% | 0.52% |
| BARCLAYS PLC | 02/13/2026 | 114.55 K | $2.43 M | 250.57% | 0.50% |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 02/06/2026 | 110.29 K | $2.34 M | 100.00% | 0.48% |
| Y-INTERCEPT (HONG KONG) LTD | 02/13/2026 | 106.05 K | $2.25 M | 100.00% | 0.46% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 100.50 K | $2.14 M | -49.42% | 0.44% |
| CAMPBELL & CO INVESTMENT ADVISER LLC | 02/12/2026 | 94.88 K | $2.02 M | 100.00% | 0.41% |
| CAPITAL FUND MANAGEMENT S.A. | 02/17/2026 | 94.74 K | $2.01 M | 105.22% | 0.41% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 81.03 K | $1.72 M | -50.00% | 0.35% |
| WALLEYE CAPITAL LLC | 02/13/2026 | 79.70 K | $1.69 M | 41.06% | 0.35% |
| LSV ASSET MANAGEMENT | 02/06/2026 | 73.09 K | $1.55 M | -4.94% | 0.32% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 68.10 K | $1.45 M | 59.33% | 0.30% |
| PINNACLE HOLDINGS, LLC | 02/12/2026 | 67.99 K | $1.44 M | 100.00% | 0.30% |
| WALLEYE CAPITAL LLC | 02/13/2026 | 57.29 K | $1.22 M | 2,864,600.00% | 0.25% |
| NUVEEN, LLC | 02/12/2026 | 56.22 K | $1.19 M | -22.83% | 0.24% |
| WALLEYE TRADING LLC | 02/13/2026 | 51.40 K | $1.09 M | 60.12% | 0.22% |
| PACIFIC RIDGE CAPITAL PARTNERS, LLC | 02/04/2026 | 50.54 K | $1.07 M | 14.89% | 0.22% |
| PRINCIPAL FINANCIAL GROUP INC | 02/02/2026 | 47.43 K | $1.01 M | -66.51% | 0.21% |
| SEI INVESTMENTS CO | 02/13/2026 | 44.35 K | $942.29 K | 252.50% | 0.19% |
| JUMP FINANCIAL, LLC | 02/17/2026 | 41.86 K | $889.46 K | -48.97% | 0.18% |
| WALLEYE CAPITAL LLC | 02/13/2026 | 40.60 K | $862.75 K | -35.04% | 0.18% |
| SKOPOS LABS, INC. | 02/12/2026 | 35.80 K | $755.30 K | 100.00% | 0.16% |
| SUMMERHAVEN INVESTMENT MANAGEMENT, LLC | 02/03/2026 | 35.49 K | $754.10 K | 0.00% | 0.15% |
| CLARK ESTATES INC/NY | 02/12/2026 | 34.20 K | $726.75 K | 0.00% | 0.15% |
| IMC-CHICAGO, LLC | 01/29/2026 | 33.24 K | $706.44 K | 34.46% | 0.14% |
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Helen of Troy Ltd institutional Ownership - FAQ's
During the previous two years, 347 institutional investors and hedge funds held shares of Helen of Troy Ltd. The most heavily invested institutionals were:
BlackRock, Inc.: 1.76 M
VANGUARD GROUP INC: 1.53 M
PZENA INVESTMENT MANAGEMENT LLC: 947,568
CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 881,344
DIMENSIONAL FUND ADVISORS LP: 700,604
RWWM, Inc.: 632,140
59.66% of Helen of Troy Ltd stock is owned by institutional investors.
Institutional investors have bought a total of 28.07 M shares in the last 24 months. This purchase volume represents approximately $494.58 M in transactions.