Helen of Troy Limited (HELE) Ownership
HELE ownership summary
as of October 18, 2026- Institutions
- 101.5% of shares outstanding
- Insiders
- 2.04% of shares outstanding
- Shares outstanding
- 23.4M
- Float
- 21.5M shares available to trade
- Short interest
- 11.88% 2.8M shares short
- Days to cover
- 6.81 short interest down 6.5% vs prior month
- Institutions 101.55%
- Insiders 2.04%
HELE top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | BlackRock Inc | 8.05% | 1.9M | $54.6M | +137,124 (+7.9%) | June 30, 2026 |
| 2 | AQR Capital Management LLC | 5.65% | 1.3M | $38.3M | +559,816 (+73.4%) | June 30, 2026 |
| 3 | Vanguard Capital Management, LLC | 4.25% | 994K | $28.8M | −13,337 (−1.3%) | June 30, 2026 |
| 4 | Bank of America Corp | 4.08% | 955K | $27.7M | +347,770 (+57.3%) | June 30, 2026 |
| 5 | D. E. Shaw & Co LP | 3.52% | 824K | $23.9M | +59,966 (+7.8%) | June 30, 2026 |
| 6 | Wellington Management Company LLP | 3.52% | 824K | $23.9M | +93,350 (+12.8%) | June 30, 2026 |
| 7 | Charles Schwab Investment Management Inc | 3.43% | 802K | $23.3M | −121,927 (−13.2%) | June 30, 2026 |
| 8 | Millennium Management LLC | 3.33% | 780K | $22.6M | +636,368 (+443.6%) | June 30, 2026 |
| 9 | Dimensional Fund Advisors, Inc. | 2.96% | 693K | $20.1M | +194,076 (+38.9%) | June 30, 2026 |
| 10 | Ameriprise Financial Inc | 2.90% | 679K | $19.7M | +38,481 (+6.0%) | June 30, 2026 |
| 11 | Pzena Investment Management, LLC | 2.89% | 677K | $19.6M | −84,596 (−11.1%) | June 30, 2026 |
| 12 | Geode Capital Management, LLC | 2.62% | 613K | $17.8M | +34,927 (+6.0%) | June 30, 2026 |
| 13 | CastleKnight Management LP | 2.44% | 570K | $16.5M | −59,800 (−9.5%) | June 30, 2026 |
| 14 | State Street Corp | 2.25% | 526K | $15.3M | +10,592 (+2.1%) | June 30, 2026 |
| 15 | Paradigm Capital Management, Inc. | 2.09% | 488K | $14.1M | −439,100 (−47.4%) | June 30, 2026 |
| 16 | RWWM Inc | 2.03% | 475K | $13.8M | −699,218 (−59.6%) | June 30, 2026 |
| 17 | American Century Companies Inc | 1.97% | 461K | $13.4M | +393,513 (+580.3%) | June 30, 2026 |
| 18 | Prescott Group Capital Management LLC | 1.87% | 438K | $12.7M | +81,662 (+22.9%) | June 30, 2026 |
| 19 | Vanguard Portfolio Management, LLC | 1.62% | 379K | $11.0M | +46,070 (+13.9%) | June 30, 2026 |
| 20 | Woodline Partners LP | 1.57% | 367K | $10.6M | +367,060 (0.0%) | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 14 holders added 3.0M shares and 6 cut 1.4M.
HELE top mutual fund and ETF holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Vanguard MStar Total Stk Mkt Idx Invest | 3.00% | 702K | $20.3M | — | August 31, 2026 |
| 2 | Avantis US Small Cap Value ETF | 2.76% | 644K | $18.7M | +2,688 (+0.4%) | September 30, 2026 |
| 3 | PIMCO RAE US Small Instl | 2.72% | 635K | $18.4M | +11,947 (+1.9%) | June 30, 2026 |
| 4 | iShares Russell 2000 ETF | 2.56% | 598K | $17.3M | −6,912 (−1.1%) | September 30, 2026 |
| 5 | Columbia Small Cap Value Discv A | 1.89% | 443K | $12.8M | +2,800 (+0.6%) | August 31, 2026 |
| 6 | Schwab Fundamental U.S. Small CompanyETF | 1.67% | 390K | $11.3M | +553 (+0.1%) | September 30, 2026 |
| 7 | Fidelity Small Cap Index | 1.09% | 255K | $7.4M | +2,467 (+1.0%) | July 31, 2026 |
| 8 | Vanguard Explorer Value Inv | 1.08% | 254K | $7.4M | +5,728 (+2.3%) | June 30, 2026 |
| 9 | Hamco Global Value F EUR Acc | 1.06% | 249K | $7.2M | — | September 30, 2026 |
| 10 | iShares Russell 2000 Value ETF | 0.93% | 217K | $6.3M | +330 (+0.2%) | September 30, 2026 |
| 11 | Federated Hermes MDT Small Cap Core IS | 0.87% | 203K | $5.9M | −97,350 (−32.4%) | June 30, 2026 |
| 12 | Hartford Small Cap Value Y | 0.75% | 176K | $5.1M | +11,661 (+7.1%) | August 31, 2026 |
| 13 | Invenomic Institutional | 0.67% | 158K | $4.6M | −312,418 (−66.5%) | July 31, 2026 |
| 14 | Towle Small-Cap Value ETF | 0.62% | 145K | $4.2M | — | September 30, 2026 |
| 15 | Vanguard Russell 2000 ETF | 0.58% | 136K | $3.9M | +1,323 (+1.0%) | September 30, 2026 |
| 16 | DFA US Small Cap Value I | 0.52% | 122K | $3.5M | +33,635 (+38.2%) | August 31, 2026 |
| 17 | Schwab US Small-Cap ETF™ | 0.52% | 121K | $3.5M | +81 (+0.1%) | September 30, 2026 |
| 18 | Fidelity Extended Market Index | 0.51% | 120K | $3.5M | +4,730 (+4.1%) | August 31, 2026 |
| 19 | Dimensional US Targeted Value ETF | 0.44% | 102K | $3.0M | +43 (+0.0%) | September 30, 2026 |
| 20 | Schwab Fundamental US Small Company Idx | 0.43% | 102K | $2.9M | −23,389 (−18.7%) | September 30, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
HELE insider transactions
latest 3| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2025-07-16 | Tessa Judge | Buy | $22.87 | 435 | $9,948 |
| 2025-07-15 | Brian Grass | Buy | $21.47 | 10,000 | $214,700 |
| 2025-07-15 | Tracy Scheuerman | Buy | $20.13 | 10,000 | $201,300 |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
HELE shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns HELE
Institutional investors own 101.5% of Helen of Troy's shares and insiders 2.04%. The largest holder is BlackRock Inc with 8.05% of the shares (1.9M), as of June 30, 2026. Among the top 20 institutions, 14 added shares and 6 reduced their stake in the latest filings. Short interest is 11.88% of the float, or 6.81 days of average trading volume. The share count fell 20.1% since 2014.
Related: HELE analyst forecast, HELE key metrics. See the HELE stock overview for the latest quote and news.
HELE ownership FAQ
Who owns the most Helen of Troy stock?
The largest shareholders of Helen of Troy are BlackRock Inc (8.05%), AQR Capital Management LLC (5.65%), Vanguard Capital Management, LLC (4.25%), Bank of America Corp (4.08%), D. E. Shaw & Co LP (3.52%).
What percentage of Helen of Troy is owned by institutions?
Institutions hold 101.5% of Helen of Troy's shares outstanding; insiders hold 2.04%.
Which funds own Helen of Troy?
The largest fund holders of Helen of Troy are Vanguard MStar Total Stk Mkt Idx Invest (3.00%), Avantis US Small Cap Value ETF (2.76%), PIMCO RAE US Small Instl (2.72%), iShares Russell 2000 ETF (2.56%), Columbia Small Cap Value Discv A (1.89%).
What is Helen of Troy's short interest?
2.8M shares of Helen of Troy were sold short, 11.88% of the float; at the average daily volume it would take 6.81 days to cover.
Are insiders buying or selling Helen of Troy?
Of the latest 3 reported insider transactions in Helen of Troy (since July 15, 2025), 3 were purchases and 0 were sales.
How many shares of Helen of Troy are outstanding?
Helen of Troy has 23.4M shares outstanding, of which 21.5M are in the public float.