Helen of Troy Limited Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
BLACKROCK, INC. | 05/02/2025 | 3.50 M | $187.28 M | -3.74% | 15.21% |
VANGUARD GROUP INC | 05/09/2025 | 2.60 M | $138.98 M | -1.07% | 11.29% |
FMR LLC | 05/12/2025 | 2.59 M | $138.40 M | -3.45% | 11.24% |
DIMENSIONAL FUND ADVISORS LP | 05/13/2025 | 1.03 M | $54.84 M | -5.46% | 4.46% |
STATE STREET CORP | 05/15/2025 | 907.60 K | $48.55 M | -2.57% | 3.94% |
EARNEST PARTNERS LLC | 05/14/2025 | 780.94 K | $41.77 M | 3.12% | 3.39% |
PZENA INVESTMENT MANAGEMENT LLC | 05/02/2025 | 756.23 K | $40.45 M | 7.16% | 3.29% |
BANK OF AMERICA CORP /DE/ | 05/15/2025 | 664.09 K | $35.52 M | 82.35% | 2.89% |
GEODE CAPITAL MANAGEMENT, LLC | 05/13/2025 | 560.83 K | $30.01 M | 4.91% | 2.44% |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/09/2025 | 520.42 K | $27.84 M | 7.94% | 2.26% |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 05/14/2025 | 507.34 K | $27.14 M | -21.56% | 2.20% |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 05/09/2025 | 423.91 K | $22.67 M | -3.84% | 1.84% |
MEDINA VALUE PARTNERS, LLC | 05/14/2025 | 383.36 K | $20.51 M | 20.38% | 1.67% |
ARMISTICE CAPITAL, LLC | 05/15/2025 | 371.00 K | $19.84 M | 100.00% | 1.61% |
JACOBS LEVY EQUITY MANAGEMENT, INC | 05/15/2025 | 332.71 K | $17.80 M | 1,985.55% | 1.45% |
JANUS HENDERSON GROUP PLC | 05/15/2025 | 300.19 K | $16.22 M | -0.83% | 1.30% |
WELLINGTON MANAGEMENT GROUP LLP | 05/13/2025 | 279.62 K | $14.96 M | 16.58% | 1.22% |
MORGAN STANLEY | 05/15/2025 | 275.47 K | $14.73 M | -26.09% | 1.20% |
CAPITAL INTERNATIONAL INVESTORS | 05/12/2025 | 269.60 K | $14.42 M | 0.00% | 1.17% |
NORTHERN TRUST CORP | 05/13/2025 | 263.78 K | $14.11 M | 1.91% | 1.15% |
MILLENNIUM MANAGEMENT LLC | 05/15/2025 | 261.97 K | $14.01 M | 100.00% | 1.14% |
INVENOMIC CAPITAL MANAGEMENT LP | 05/15/2025 | 238.79 K | $12.77 M | 68.18% | 1.04% |
GLENMEDE TRUST CO NA | 05/15/2025 | 237.56 K | $12.71 M | 100.00% | 1.03% |
FULLER & THALER ASSET MANAGEMENT, INC. | 05/13/2025 | 236.68 K | $12.66 M | 1.13% | 1.03% |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 05/14/2025 | 234.67 K | $12.55 M | -0.90% | 1.02% |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 05/14/2025 | 224.16 K | $11.99 M | 7.67% | 0.97% |
GOLDMAN SACHS GROUP INC | 06/27/2025 | 208.74 K | $11.17 M | -12.19% | 0.91% |
JPMORGAN CHASE & CO | 05/12/2025 | 206.26 K | $11.03 M | 128.97% | 0.90% |
D. E. SHAW & CO., INC. | 05/15/2025 | 205.31 K | $10.98 M | 3.59% | 0.89% |
FEDERATED HERMES, INC. | 05/08/2025 | 185.62 K | $9.93 M | 3,325.28% | 0.81% |
BANK OF NEW YORK MELLON CORP | 04/29/2025 | 166.65 K | $8.91 M | -52.28% | 0.72% |
CLEARBRIDGE INVESTMENTS, LLC | 05/13/2025 | 166.48 K | $8.91 M | -18.12% | 0.72% |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 05/15/2025 | 160.80 K | $8.60 M | 45.45% | 0.70% |
ENVESTNET ASSET MANAGEMENT INC | 04/29/2025 | 149.63 K | $8.00 M | 20.75% | 0.65% |
AMERIPRISE FINANCIAL INC | 05/14/2025 | 143.37 K | $7.67 M | 28.98% | 0.62% |
UBS GROUP AG | 05/13/2025 | 135.88 K | $7.27 M | -32.83% | 0.59% |
PRINCIPAL FINANCIAL GROUP INC | 04/28/2025 | 134.69 K | $7.20 M | 2.58% | 0.59% |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 05/14/2025 | 130.42 K | $6.98 M | 100.00% | 0.57% |
WELLS FARGO & COMPANY/MN | 05/13/2025 | 112.19 K | $6.00 M | 20.83% | 0.49% |
AQR CAPITAL MANAGEMENT LLC | 05/15/2025 | 109.51 K | $5.81 M | -43.78% | 0.48% |
INVESCO LTD. | 05/12/2025 | 102.66 K | $5.49 M | 12.26% | 0.45% |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/14/2025 | 98.80 K | $5.28 M | -23.94% | 0.43% |
CUBIST SYSTEMATIC STRATEGIES, LLC | 05/15/2025 | 97.15 K | $5.20 M | 715.82% | 0.42% |
CITADEL ADVISORS LLC | 05/15/2025 | 94.70 K | $5.07 M | -17.00% | 0.41% |
05/12/2025 | 88.47 K | $4.73 M | 100.00% | 0.38% | |
RUSSELL INVESTMENTS GROUP, LTD. | 05/13/2025 | 88.18 K | $4.72 M | 145.99% | 0.38% |
CLEARLINE CAPITAL LP | 05/16/2025 | 82.77 K | $4.43 M | -24.86% | 0.36% |
ANCORA ADVISORS, LLC | 05/15/2025 | 81.65 K | $4.37 M | 55.82% | 0.35% |
FRANKLIN RESOURCES INC | 05/13/2025 | 81.63 K | $4.37 M | 12.80% | 0.35% |
LPL FINANCIAL LLC | 05/07/2025 | 77.55 K | $4.15 M | 67.77% | 0.34% |
Helen of Troy Limited institutional Ownership - FAQ's
During the previous two years, 262 institutional investors and hedge funds held shares of Helen of Troy Limited. The most heavily invested institutionals were:
TD PRIVATE CLIENT WEALTH LLC: 0
Maryland State Retirement & Pension System: 0
KBC Group NV: 0
MASSMUTUAL TRUST CO FSB/ADV: 0
Hexagon Capital Partners LLC: 0
Handelsbanken Fonder AB: 0
104.24% of Helen of Troy Limited stock is owned by institutional investors.
Institutional investors have bought a total of 19.68 M shares in the last 24 months. This purchase volume represents approximately $464.32 M in transactions.