Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in HELE held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 1.7M | $25.2M | -0.9% | 7.567% | 0.00% |
| 2 | RWWM, Inc. | 1.2M | $16.9M | +85.7% | 5.088% | 1.24% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 1.0M | $14.5M | β | 4.364% | 0.00% |
| 4 | PARADIGM CAPITAL MANAGEMENT INC/NY | 927K | $13.4M | +64.3% | 4.018% | 0.51% |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 924K | $13.3M | +4.8% | 4.005% | 0.00% |
| 6 | PZENA INVESTMENT MANAGEMENT LLC | 761K | $11.0M | -19.7% | 3.299% | 0.04% |
| 7 | AQR CAPITAL MANAGEMENT LLC | 763K | $10.8M | +330.2% | 3.306% | 0.00% |
| 8 | WELLINGTON MANAGEMENT GROUP LLP | 731K | $10.5M | -3.4% | 3.168% | 0.00% |
| 9 | Invenomic Capital Management LP | 649K | $9.4M | +9.5% | 2.815% | 0.43% |
| 10 | AMERIPRISE FINANCIAL INC | 640K | $9.2M | -18.4% | 2.775% | 0.00% |
| 11 | CastleKnight Management LP | 630K | $9.1M | +34.5% | 2.729% | 0.78% |
| 12 | BANK OF AMERICA CORP /DE/ | 607K | $8.8M | -6.4% | 2.630% | 0.00% |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 578K | $8.3M | +3.8% | 2.507% | 0.00% |
| 14 | STATE STREET CORP | 516K | $7.4M | +5.5% | 2.235% | 0.00% |
| 15 | DIMENSIONAL FUND ADVISORS LP | 499K | $7.2M | -28.8% | 2.162% | 0.00% |
| 16 | GOLDMAN SACHS GROUP INC | 492K | $7.1M | -3.9% | 2.131% | 0.00% |
| 17 | FEDERATED HERMES, INC. | 461K | $6.6M | +68.2% | 1.997% | 0.01% |
| 18 | BARCLAYS PLC | 455K | $6.6M | +5.0% | 1.972% | 0.00% |
| 19 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 396K | $5.7M | +0.8% | 1.716% | 0.02% |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 375K | $5.4M | +26.2% | 1.626% | 0.00% |
| 21 | Rubric Capital Management LP | 366K | $5.3M | +42.5% | 1.587% | 0.06% |
| 22 | PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 356K | $5.1M | +222.9% | 1.544% | 0.51% |
| 23 | VANGUARD PORTFOLIO MANAGEMENT LLC | 333K | $4.8M | β | 1.442% | 0.00% |
| 24 | MORGAN STANLEY | 281K | $4.0M | -25.0% | 1.217% | 0.00% |
| 25 | EverSource Wealth Advisors, LLC | 93K | $3.9M | +71136.1% | 0.401% | 0.12% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in HELE β a direct measure of their conviction.
Filings activity in HELE during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new HELE position in Q1 2026
Institutions that fully closed their HELE position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 182 | 5.2% | 43.79% | 26.60 pp | $302M | 38% |
| Q4 2025 | 192 | 2.5% | 70.39% | 12.48 pp | $485M | 15% |
| Q3 2025 | 197 | 5.3% | 82.87% | 117.12 pp | $571M | 70% |
| Q2 2025 | 208 | 7.6% | 199.99% | +15.17 pp | $1.89B | +48% |
| Q1 2025 | 225 | 4.7% | 184.82% | 15.17 pp | $1.27B | 8.2% |
| Q4 2024 | 236 | 2.1% | 199.99% | +0.00 pp | $1.39B | 7.7% |
| Q3 2024 | 241 | 4.4% | 199.99% | +0.00 pp | $1.50B | 32% |
| Q2 2024 | 252 | β | 199.99% | β | $2.22B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying HELE stock.
Based on Q1 2026 13F filings, institutional ownership of Helen of Troy Limited stands at 43.8%, held across 182 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of HELE, with approximately 1,745,908 shares worth $0.03B as of Q1 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of HELE, including SUSQUEHANNA INTERNATIONAL GROUP, LLP.
Our composite Smart Money Score for HELE is 33 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
41 institutions opened new positions in HELE during Q1 2026, while 51 fully exited. 31 added to existing positions and 106 trimmed.
HELE institutional ownership fell by 26.60 percentage points quarter-over-quarter, with a net change of -10 holders.
The top 10 institutions account for 44.5% of all reported 13F value in HELE, and the top 25 account for 76.1%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Helen of Troy Limited (HELE) Institutional Ownership