Helen of Troy Limited Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 02/07/2025 | 3.64 M | $217.60 M | 3.70% | 15.91% |
| FMR LLC | 02/13/2025 | 2.68 M | $160.34 M | -6.96% | 11.73% |
| VANGUARD GROUP INC | 02/11/2025 | 2.63 M | $157.13 M | -0.55% | 11.49% |
| DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 1.08 M | $64.88 M | -0.60% | 4.75% |
| STATE STREET CORP | 02/14/2025 | 931,536 | $55.73 M | 4.12% | 4.08% |
| PACER ADVISORS, INC. | 01/22/2025 | 919,514 | $55.01 M | -14.06% | 4.02% |
| EARNEST PARTNERS LLC | 02/14/2025 | 757,339 | $45.31 M | 18.64% | 3.31% |
| PZENA INVESTMENT MANAGEMENT LLC | 02/07/2025 | 705,711 | $42.22 M | 21.37% | 3.09% |
| COOPER CREEK PARTNERS MANAGEMENT LLC | 02/13/2025 | 689,416 | $41.25 M | 100.00% | 3.02% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/12/2025 | 646,746 | $38.69 M | 446.05% | 2.83% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 534,565 | $31.99 M | -0.25% | 2.34% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 482,154 | $28.85 M | 17.58% | 2.11% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 02/10/2025 | 440,851 | $26.38 M | 1.99% | 1.93% |
| MORGAN STANLEY | 02/14/2025 | 372,698 | $22.30 M | -4.38% | 1.63% |
| BANK OF AMERICA CORP /DE/ | 02/14/2025 | 364,180 | $21.79 M | 80.54% | 1.59% |
| BANK OF NEW YORK MELLON CORP | 02/04/2025 | 349,205 | $20.89 M | 104.34% | 1.53% |
| MEDINA VALUE PARTNERS, LLC | 02/13/2025 | 318,463 | $19.05 M | 303.78% | 1.39% |
| JANUS HENDERSON GROUP PLC | 02/14/2025 | 302,709 | $18.11 M | 49.90% | 1.32% |
| CAPITAL INTERNATIONAL INVESTORS | 02/13/2025 | 269,597 | $16.13 M | 0.00% | 1.18% |
| NORTHERN TRUST CORP | 02/14/2025 | 258,835 | $15.49 M | 14.60% | 1.13% |
| WELLINGTON MANAGEMENT GROUP LLP | 02/12/2025 | 239,857 | $14.35 M | -1.05% | 1.05% |
| GOLDMAN SACHS GROUP INC | 02/11/2025 | 237,710 | $14.22 M | -25.08% | 1.04% |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 02/14/2025 | 236,809 | $14.17 M | 4.38% | 1.04% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 02/14/2025 | 234,049 | $14.00 M | -0.78% | 1.02% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 02/14/2025 | 208,190 | $12.46 M | -6.69% | 0.91% |
| CLEARBRIDGE INVESTMENTS, LLC | 02/12/2025 | 203,317 | $12.16 M | -1.23% | 0.89% |
| UBS GROUP AG | 02/14/2025 | 202,275 | $12.10 M | 81.22% | 0.89% |
| D. E. SHAW & CO., INC. | 02/14/2025 | 198,201 | $11.86 M | -10.51% | 0.87% |
| AQR CAPITAL MANAGEMENT LLC | 02/14/2025 | 194,788 | $11.65 M | -36.64% | 0.85% |
| INVENOMIC CAPITAL MANAGEMENT LP | 02/14/2025 | 141,986 | $8.50 M | -38.60% | 0.62% |
| PRINCIPAL FINANCIAL GROUP INC | 01/31/2025 | 131,305 | $7.86 M | 5.18% | 0.57% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 129,900 | $7.77 M | 27.10% | 0.57% |
| ENVESTNET ASSET MANAGEMENT INC | 02/13/2025 | 123,912 | $7.41 M | 142.76% | 0.54% |
| CITADEL ADVISORS LLC | 02/14/2025 | 118,900 | $7.11 M | -28.89% | 0.52% |
| CITADEL ADVISORS LLC | 02/14/2025 | 114,100 | $6.83 M | -18.03% | 0.50% |
| AMERIPRISE FINANCIAL INC | 02/14/2025 | 111,155 | $6.65 M | -5.67% | 0.49% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 02/14/2025 | 110,551 | $6.61 M | -67.30% | 0.48% |
| CLEARLINE CAPITAL LP | 02/14/2025 | 110,158 | $6.59 M | -46.46% | 0.48% |
| CITADEL ADVISORS LLC | 02/14/2025 | 107,606 | $6.44 M | 67.12% | 0.47% |
| WELLS FARGO & COMPANY/MN | 02/13/2025 | 92,846 | $5.55 M | 31.33% | 0.41% |
| INVESCO LTD. | 02/13/2025 | 91,447 | $5.47 M | 33.77% | 0.40% |
| NUVEEN ASSET MANAGEMENT, LLC | 02/14/2025 | 91,089 | $5.45 M | 0.17% | 0.40% |
| JPMORGAN CHASE & CO | 02/12/2025 | 90,080 | $5.39 M | 7.38% | 0.39% |
| D. E. SHAW & CO., INC. | 02/14/2025 | 81,400 | $4.87 M | -21.20% | 0.36% |
| RHUMBLINE ADVISERS | 01/30/2025 | 75,283 | $4.50 M | -2.11% | 0.33% |
| FRANKLIN RESOURCES INC | 02/12/2025 | 72,367 | $4.33 M | 603.96% | 0.32% |
| WOODLINE PARTNERS LP | 02/14/2025 | 72,180 | $4.32 M | 100.00% | 0.32% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 70,800 | $4.24 M | -51.47% | 0.31% |
| FIRST TRUST ADVISORS LP | 02/13/2025 | 69,856 | $4.18 M | 111.29% | 0.31% |
| CAPITAL FUND MANAGEMENT S.A. | 02/13/2025 | 69,511 | $4.16 M | -28.97% | 0.30% |
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Helen of Troy Limited institutional Ownership - FAQ's
During the previous two years, 379 institutional investors and hedge funds held shares of Helen of Troy Limited. The most heavily invested institutionals were:
BlackRock, Inc.: 3.64 M
FMR LLC: 2.68 M
VANGUARD GROUP INC: 2.63 M
DIMENSIONAL FUND ADVISORS LP: 1.08 M
Pacer Advisors, Inc.: 919,514
EARNEST PARTNERS LLC: 757,339
105.17% of Helen of Troy Limited stock is owned by institutional investors.
Institutional investors have bought a total of 30.25 M shares in the last 24 months. This purchase volume represents approximately $1.61 B in transactions.