HELE · NASDAQ · Household & Personal Products

Helen of Troy (HELE)

Owns and licenses consumer brands across home, outdoor, beauty and wellness categories.

$28.69
vs last close+1.04 (+3.76%)

13F · 13D/G · Form 4

Institutions99.74%23.23M shares
215 holders · as of Jun 30, 2026
Insiders2.62%610.8K shares
15 holders · as of Sep 4, 2026
Adds to102.36%

23.29M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

These groups come from separate filings that can overlap, so they add to 102.36%; nothing is left for Other.

13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
8.08%1.88Mas of Jun 30, 2026
Cooke & Bieler LP233082822Institution
5.83%1.36Mfiled Feb 11, 2022
AQR Capital Management LLCInstitution
5.68%1.32Mas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
4.27%993,527as of Jun 30, 2026
Bank of America Corp /DE/Institution
4.10%954,568as of Jun 30, 2026
D. E. Shaw & Co., Inc.Institution
3.54%824,267as of Jun 30, 2026
Wellington Management Group LLPInstitution
3.54%824,238as of Jun 30, 2026
Charles Schwab Investment Management IncInstitution
3.44%802,085as of Jun 30, 2026
Sixth Street Partners Management Company, L.P.Institution
3.44%802,085as of Jun 30, 2026
Millennium Management LLCInstitution
3.35%779,831as of Jun 30, 2026
Dimensional Fund Advisors LPInstitution
2.97%692,821as of Jun 30, 2026
Ameriprise Financial IncInstitution
2.91%678,837as of Jun 30, 2026
Pzena Investment Management LLCInstitution
2.90%676,577as of Jun 30, 2026
Geode Capital Management, LLCInstitution
2.63%613,277as of Jun 30, 2026
Castleknight Management LPInstitution
2.45%569,900as of Jun 30, 2026
State Street CorpInstitution
2.26%526,239as of Jun 30, 2026
Paradigm Capital Management Inc/NYInstitution
2.10%488,000as of Jun 30, 2026
RWWM, Inc.Institution
2.04%474,611as of Jun 30, 2026
American Century Companies IncInstitution
1.98%461,325as of Jun 30, 2026
Prescott Group Capital Management, L.L.C.Institution
1.88%437,773as of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
1.63%378,663as of Jun 30, 2026
Woodline Partners LPInstitution
1.58%367,060as of Jun 30, 2026
Federated Hermes, Inc.Institution
1.54%358,224as of Jun 30, 2026
Invenomic Capital Management LPInstitution
1.53%357,451as of Jun 30, 2026
Earnest Partners LLCInstitution
1.45%338,312as of Jun 30, 2026

13F, as of Jun 30, 2026

215 holders · 23.23M shares · 50 new positions · 124 increased · 48 reduced · 33 closed

HolderShares% outstandingChg q/qFiled
BlackRock, Inc.1.88M8.08%+137.1KAug 7, 2026
AQR Capital Management LLC1.32M5.68%+559.8KAug 14, 2026
Vanguard Capital Management LLC993.5K4.27%−13.3KAug 13, 2026
Bank of America Corp /DE/954.6K4.10%+347.8KAug 14, 2026
D. E. Shaw & Co., Inc.824.3K3.54%+60.0KAug 14, 2026
Wellington Management Group LLP824.2K3.54%+93.4KAug 14, 2026
Charles Schwab Investment Management Inc802.1K3.44%−121.9KAug 14, 2026
Sixth Street Partners Management Company, L.P.802.1K3.44%+802.1KnewAug 14, 2026

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
BlackRock, Inc.7.00%1.61M13GJan 8, 2026
AQR Capital Management, LLC5.68%1.32M13GAug 12, 2026
RWWM, Inc.5.10%1.17M13GMay 15, 2026
Vanguard Capital Management5.04%1.16M13GApr 30, 2026

Form 4

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House and Senate disclosures

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