Ranked by reported Q2 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. | 1.9M | $54.7M | +7.8% | 8.084% | 0.00% |
| 2 | AQR CAPITAL MANAGEMENT LLC | 1.3M | $37.1M | +73.4% | 5.678% | 0.01% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 994K | $28.9M | -1.3% | 4.265% | 0.00% |
| 4 | BANK OF AMERICA CORP /DE/ | 955K | $27.7M | +57.3% | 4.098% | 0.00% |
| 5 | D. E. Shaw & Co., Inc. | 844K | $24.5M | -6.1% | 3.623% | 0.01% |
| 6 | WELLINGTON MANAGEMENT GROUP LLP | 824K | $24.0M | +12.8% | 3.539% | 0.00% |
| 7 | BARCLAYS PLC | 804K | $23.4M | +76.7% | 3.452% | 0.00% |
| 8 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 802K | $23.3M | -13.2% | 3.444% | 0.00% |
| 9 | MILLENNIUM MANAGEMENT LLC | 780K | $22.7M | +443.6% | 3.348% | 0.01% |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 699K | $20.3M | +86.5% | 3.002% | 0.00% |
| 11 | DIMENSIONAL FUND ADVISORS LP | 693K | $20.1M | +38.9% | 2.974% | 0.00% |
| 12 | AMERIPRISE FINANCIAL INC | 679K | $19.7M | +6.0% | 2.914% | 0.00% |
| 13 | PZENA INVESTMENT MANAGEMENT LLC | 677K | $19.7M | -11.1% | 2.905% | 0.06% |
| 14 | GEODE CAPITAL MANAGEMENT, LLC | 613K | $17.8M | +6.0% | 2.633% | 0.00% |
| 15 | CastleKnight Management LP | 570K | $16.6M | -9.5% | 2.447% | 0.22% |
| 16 | STATE STREET CORP | 526K | $15.3M | +2.1% | 2.259% | 0.00% |
| 17 | PARADIGM CAPITAL MANAGEMENT INC/NY | 488K | $14.2M | -47.4% | 2.095% | 0.39% |
| 18 | RWWM, Inc. | 475K | $13.8M | -59.6% | 2.038% | 1.02% |
| 19 | AMERICAN CENTURY COMPANIES INC | 461K | $13.4M | +580.3% | 1.981% | 0.01% |
| 20 | PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 438K | $12.7M | +22.9% | 1.879% | 1.10% |
| 21 | VANGUARD PORTFOLIO MANAGEMENT LLC | 379K | $11.0M | +13.9% | 1.626% | 0.00% |
| 22 | Woodline Partners LP | 367K | $10.7M | — | 1.576% | 0.03% |
| 23 | FEDERATED HERMES, INC. | 358K | $10.4M | -22.3% | 1.538% | 0.01% |
| 24 | Invenomic Capital Management LP | 357K | $10.4M | -45.0% | 1.535% | 0.62% |
| 25 | EARNEST PARTNERS LLC | 338K | $9.8M | +42.4% | 1.452% | 0.04% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in HELE — a direct measure of their conviction.
Filings activity in HELE during Q2 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 205 | +7.3% | 103.57% | +6.86 pp | $685M | +114% |
| Q1 2026 | 191 | 1.5% | 96.71% | 7.12 pp | $320M | 37% |
| Q4 2025 | 194 | 4.4% | 103.83% | 3.16 pp | $504M | 18% |
| Q3 2025 | 203 | 2.4% | 106.99% | 93.00 pp | $615M | 67% |
| Q2 2025 | 208 | 7.6% | 199.99% | +94.43 pp | $1.89B | +48% |
| Q1 2025 | 225 | 4.7% | 105.56% | +0.32 pp | $1.27B | 8.2% |
| Q4 2024 | 236 | 2.1% | 105.24% | 2.29 pp | $1.39B | 7.7% |
| Q3 2024 | 241 | — | 107.53% | — | $1.50B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying HELE stock.
Based on Q2 2026 13F filings, institutional ownership of Helen of Troy Limited stands at 103.6%, held across 205 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of HELE, with approximately 1,883,032 shares worth $0.05B as of Q2 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of HELE, including MILLENNIUM MANAGEMENT LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP.
Our composite Smart Money Score for HELE is 68 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
45 institutions opened new positions in HELE during Q2 2026, while 32 fully exited. 139 added to existing positions and 15 trimmed.
HELE institutional ownership rose by 6.86 percentage points quarter-over-quarter, with a net change of +14 holders.
The top 10 institutions account for 41.8% of all reported 13F value in HELE, and the top 25 account for 73.3%.
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