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Helen of Troy Limited (HELE) institutional ownership

Latest close $28.27 Jul 27, 2026
Market cap$650M 52-week range SectorConsumer Defensive
Funds holding · Q1 2026
203
reported HELE position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Activity unavailable N/A
101 buyers · 102 sellers

Helen of Troy Limited (HELE) price and institutional activity

Dates

Q1 2026

$0 bought by 101 investors
AQR Capital Management LLCRwwm, Inc. +99 more
$0 sold by 102 investors
Millennium Management LLCUBS Group AG +100 more
Bought Sold Totals per quarter; hover a bar for the names.

Helen of Troy Limited (HELE) institutional activity · 203

Investor Type Est. change Change Δ Own Date
Millennium Management LLC · Reduced
Change −906K Date Q1 2026
Millennium Management LLC Reduced· Q1 2026 −906K Q1 2026
AQR Capital Management LLC · Added
Change +585K Date Q1 2026
AQR Capital Management LLC Added· Q1 2026 +585K Q1 2026
UBS Group AG · Reduced
Change −548K Date Q1 2026
UBS Group AG Reduced· Q1 2026 −548K Q1 2026
Rwwm, Inc. · Added
Change +542K Date Q1 2026
Rwwm, Inc. Added· Q1 2026 +542K Q1 2026
Two Sigma Investments, LP · Exited
Change −397K Δ Own −100.0% Date Q1 2026
Two Sigma Investments, LP Exited· Q1 2026 −397K −100.0% Q1 2026
Systematic Financial Management LP · Exited
Change −382K Δ Own −100.0% Date Q1 2026
Systematic Financial Management LP Exited· Q1 2026 −382K −100.0% Q1 2026
Paradigm Capital Management Inc · Added
Change +363K Date Q1 2026
Paradigm Capital Management Inc Added· Q1 2026 +363K Q1 2026
Capital International Investors · Exited
Change −270K Δ Own −100.0% Date Q1 2026
Capital International Investors Exited· Q1 2026 −270K −100.0% Q1 2026
Jane Street Group, LLC · Reduced
Change −248K Date Q1 2026
Jane Street Group, LLC Reduced· Q1 2026 −248K Q1 2026
Prescott Group Capital Management, L.L.C. · Added
Change +246K Date Q1 2026
Prescott Group Capital Management, L.L.C. Added· Q1 2026 +246K Q1 2026
Dimensional · Reduced
Change −202K Date Q1 2026
Dimensional Reduced· Q1 2026 −202K Q1 2026
Federated Hermes, Inc. · Added
Change +187K Date Q1 2026
Federated Hermes, Inc. Added· Q1 2026 +187K Q1 2026
Pzena Investment Management LLC · Reduced
Change −186K Date Q1 2026
Pzena Investment Management LLC Reduced· Q1 2026 −186K Q1 2026
Citadel Advisors LLC Reduced· Q1 2026 −186K −83.4% Q1 2026
Balyasny Asset Management L.P. · Added
Change +178K Date Q1 2026
Balyasny Asset Management L.P. Added· Q1 2026 +178K Q1 2026
Data through Q1 2026 · filed Jun 2, 2026
15 of 203

Famous investor activity in Helen of Troy Limited (HELE)

Helen of Troy Limited (HELE) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Woody Darren G. · Director Grant (A) 919
Owned 15K Trade date Jun 1, 2026 Filed date Jun 2, 2026
Woody Darren G. Director Grant (A) 919 15K Jun 1, 2026 Jun 2, 2026
Otero Elena · Director Grant (A) 919
Owned 9K Trade date Jun 1, 2026 Filed date Jun 2, 2026
Otero Elena Director Grant (A) 919 9K Jun 1, 2026 Jun 2, 2026
Gomez Sades Tabata Lorena · Director Grant (A) 919
Owned 9K Trade date Jun 1, 2026 Filed date Jun 2, 2026
Gomez Sades Tabata Lorena Director Grant (A) 919 9K Jun 1, 2026 Jun 2, 2026
Raff Beryl · Director Grant (A) 919
Owned 14K Trade date Jun 1, 2026 Filed date Jun 2, 2026
Raff Beryl Director Grant (A) 919 14K Jun 1, 2026 Jun 2, 2026
Berry Krista · Director Grant (A) 919
Owned 11K Trade date Jun 1, 2026 Filed date Jun 2, 2026
Berry Krista Director Grant (A) 919 11K Jun 1, 2026 Jun 2, 2026
Case Thurman K. · Director Grant (A) 919
Owned 12K Trade date Jun 1, 2026 Filed date Jun 2, 2026
Case Thurman K. Director Grant (A) 919 12K Jun 1, 2026 Jun 2, 2026
Meeker Timothy F. · Director Grant (A) 919
Owned 14K Trade date Jun 1, 2026 Filed date Jun 2, 2026
Meeker Timothy F. Director Grant (A) 919 14K Jun 1, 2026 Jun 2, 2026
Carson Vincent D. · Director Grant (A) 919
Owned 21K Trade date Jun 1, 2026 Filed date Jun 2, 2026
Carson Vincent D. Director Grant (A) 919 21K Jun 1, 2026 Jun 2, 2026
Grass Brian · CFO 2 operations -$499K
Price $23.93 Qty -21K Owned 171K Trade date May 1, 2026 Filed date May 5, 2026
Grass Brian CFO 2 operations $23.93 -21K -$499K 171K May 1, 2026 May 5, 2026
Grass Brian · Officer Grant (A) 61K
Owned 192K Trade date Mar 6, 2026 Filed date Mar 10, 2026
Grass Brian Officer Grant (A) 61K 192K Mar 6, 2026 Mar 10, 2026
Uzzell George Scott · Director, Officer Grant (A) 109K
Owned 241K Trade date Mar 6, 2026 Filed date Mar 10, 2026
Uzzell George Scott Director, Officer Grant (A) 109K 241K Mar 6, 2026 Mar 10, 2026
Grass Brian · Officer Tax withholding or exercise payment (F) -$50K
Price $16.84 Qty -3K Owned 131K Trade date Mar 4, 2026 Filed date Mar 5, 2026
Grass Brian Officer Tax withholding or exercise payment (F) $16.84 -3K -$50K 131K Mar 4, 2026 Mar 5, 2026
Grass Brian · Officer Tax withholding or exercise payment (F) -$23K
Price $17.64 Qty -1K Owned 134K Trade date Mar 2, 2026 Filed date Mar 3, 2026
Grass Brian Officer Tax withholding or exercise payment (F) $17.64 -1K -$23K 134K Mar 2, 2026 Mar 3, 2026
Otero Elena · Director Grant (A) 1K
Owned 8K Trade date Mar 2, 2026 Filed date Mar 3, 2026
Otero Elena Director Grant (A) 1K 8K Mar 2, 2026 Mar 3, 2026
Meeker Timothy F. · Director Grant (A) 1K
Owned 13K Trade date Mar 2, 2026 Filed date Mar 3, 2026
Meeker Timothy F. Director Grant (A) 1K 13K Mar 2, 2026 Mar 3, 2026
15 of 39
15 of 39 Sign in to continue to older insider transactions.

Helen of Troy Limited (HELE) activist and large shareholders

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
Blackrock, Inc. 3.5M
% of shares outstanding 15.4% Filing date Nov 8, 2024
Blackrock, Inc. 3.5M 15.4% Nov 8, 2024
FMR LLC 2.9M
% of shares outstanding 12.6% Filing date Nov 12, 2024
FMR LLC 2.9M 12.6% Nov 12, 2024
BlackRock Inc. 2.8M
% of shares outstanding 11.9% Filing date Jan 23, 2024
BlackRock Inc. 2.8M 11.9% Jan 23, 2024
Vanguard Group Inc 2.6M
% of shares outstanding 11.6% Filing date Nov 12, 2024
Vanguard Group Inc 2.6M 11.6% Nov 12, 2024
Rwwm, Inc. 1.2M
% of shares outstanding 5.1% Filing date May 15, 2026
Rwwm, Inc. 1.2M 5.1% May 15, 2026
Vanguard Capital Management 1.2M
% of shares outstanding 5.0% Filing date Apr 30, 2026
Vanguard Capital Management 1.2M 5.0% Apr 30, 2026
JPMorgan Chase & Co 1.2M
% of shares outstanding 4.9% Filing date Jan 5, 2023
JPMorgan Chase & Co 1.2M 4.9% Jan 5, 2023
Cooke & Bieler LP
% of shares outstanding 0.0% Filing date Nov 14, 2024
Cooke & Bieler LP 0.0% Nov 14, 2024
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Helen of Troy Limited (HELE) ownership FAQ

Who owns HELE?

203 reporting institutions disclosed HELE position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.