HELE Helen of Troy Ltd.
Helen of Troy Ltd. (HELE) Institutional Ownership
What the institutions did with HELE last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 801.5K | 24.3% |
| PZENA INVESTMENT MANAGEMENT LLC | 646.4K | 19.6% |
| GEODE CAPITAL MANAGEMENT, LLC | 471.2K | 14.3% |
| Prescott Group Capital Management, L.L.C. | 437.8K | 13.3% |
| LSV ASSET MANAGEMENT | 176.5K | 5.4% |
| Creative Planning | 117.6K | 3.6% |
| CITIGROUP INC | 101.2K | 3.1% |
| Bank of New York Mellon Corp | 93.6K | 2.8% |
| Russell Investments Group, Ltd. | 93.1K | 2.8% |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 67.0K | 2.0% |
| STRS OHIO | 37.0K | 1.1% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 36.9K | 1.1% |
| SummerHaven Investment Management, LLC | 34.7K | 1.1% |
| DEUTSCHE BANK AG\ | 31.6K | 1.0% |
| Inspire Investing, LLC | 23.1K | 0.7% |
| BARCLAYS PLC | 19.9K | 0.6% |
| Robeco Institutional Asset Management B.V. | 17.0K | 0.5% |
| Savant Capital, LLC | 16.2K | 0.5% |
| Y-Intercept (Hong Kong) Ltd | 13.8K | 0.4% |
| Diversified Trust Co | 11.9K | 0.4% |
| Sterling Capital Management LLC | 10.7K | 0.3% |
| Merit Financial Group, LLC | 10.0K | 0.3% |
| Versant Capital Management, Inc | 3.6K | 0.1% |
| SIGNATUREFD, LLC | 3.5K | 0.1% |
| Allworth Financial LP | 2.6K | 0.1% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | 613.3K | 471.2K | -142.1K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 692.8K | 801.5K | +108.7K |
| LSV ASSET MANAGEMENT | Increased | 73.1K | 176.5K | +103.4K |
| CITIGROUP INC | Increased | 25.8K | 101.2K | +75.4K |
| Y-Intercept (Hong Kong) Ltd | Reduced | 61.6K | 13.8K | -47.8K |
| PZENA INVESTMENT MANAGEMENT LLC | Reduced | 676.6K | 646.4K | -30.2K |
| Savant Capital, LLC | New | 0 | 16.2K | +16.2K |
| BARCLAYS PLC | Increased | 4.1K | 19.9K | +15.9K |
| STRS OHIO | Increased | 21.4K | 37.0K | +15.6K |
| WEDGE CAPITAL MANAGEMENT L L P/NC | Increased | 52.7K | 67.0K | +14.4K |
| Counterpoint Mutual Funds LLC | Sold Out | 14.1K | 0 | -14.1K |
| Creative Planning | Increased | 104.0K | 117.6K | +13.6K |
| Russell Investments Group, Ltd. | Increased | 80.0K | 93.1K | +13.1K |
| Wellington Shields Capital Management, LLC | Sold Out | 11.8K | 0 | -11.8K |
| BRIGHTON JONES LLC | Sold Out | 7.4K | 0 | -7.4K |
| Optivise Advisory Services LLC | Sold Out | 6.9K | 0 | -6.9K |
| SummerHaven Investment Management, LLC | Increased | 28.4K | 34.7K | +6.4K |
| Clearstead Advisors, LLC | Reduced | 3.7K | 11 | -3.7K |
| S.A. Mason LLC | Sold Out | 3.5K | 0 | -3.5K |
| State of Wyoming | Sold Out | 3.0K | 0 | -3.0K |
| DEUTSCHE BANK AG\ | Reduced | 34.3K | 31.6K | -2.7K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Reduced | 39.4K | 36.9K | -2.6K |
| SIMPLEX TRADING, LLC | Sold Out | 1.7K | 0 | -1.7K |
| Bank of New York Mellon Corp | Reduced | 95.2K | 93.6K | -1.6K |
| Inspire Investing, LLC | Reduced | 23.5K | 23.1K | -463 |
| PNC Financial Services Group, Inc. | Reduced | 1.6K | 1.2K | -462 |
| Root Financial Partners, LLC | New | 0 | 415 | +415 |
| SUMMIT SECURITIES GROUP LLC | New | 0 | 327 | +327 |
| IFG Advisory, LLC | Increased | 200 | 500 | +300 |
| Leonteq Securities AG | Increased | 201 | 469 | +268 |
| GAMMA Investing LLC | Increased | 1.6K | 1.9K | +267 |
| SJS Investment Consulting Inc. | Increased | 162 | 368 | +206 |
| Diversified Trust Co | Increased | 11.8K | 11.9K | +120 |
| Wealth Enhancement Trust Services, Inc. | Sold Out | 119 | 0 | -119 |
| State of Alaska, Department of Revenue | Increased | 1.1K | 1.2K | +99 |
| IFP Advisors, Inc | Increased | 1.2K | 1.3K | +85 |
| Merit Financial Group, LLC | Reduced | 10.1K | 10.0K | -72 |
| EverSource Wealth Advisors, LLC | Reduced | 1.1K | 1.0K | -70 |
| Provenance Wealth Advisors, LLC | New | 0 | 55 | +55 |
| Allworth Financial LP | Increased | 2.6K | 2.6K | +53 |
| Versant Capital Management, Inc | Reduced | 3.6K | 3.6K | -34 |
| Clearstead Trust, LLC | Sold Out | 33 | 0 | -33 |
| Financial Network Wealth Advisors LLC | New | 0 | 27 | +27 |
| Parallel Advisors, LLC | Increased | 338 | 361 | +23 |
| Larson Financial Group LLC | New | 0 | 20 | +20 |
| Sterling Capital Management LLC | Reduced | 10.8K | 10.7K | -17 |
| True Wealth Design, LLC | Reduced | 508 | 492 | -16 |
| Physician Wealth Advisors, Inc. | Sold Out | 14 | 0 | -14 |
| Ascentis Wealth Management, LLC | New | 0 | 13 | +13 |
| FIFTH THIRD BANCORP | Reduced | 22 | 11 | -11 |
| Fortitude Family Office, LLC | Reduced | 45 | 35 | -10 |
| Covestor Ltd | Reduced | 18 | 11 | -7 |
| Quent Capital, LLC | Sold Out | 7 | 0 | -7 |
| Farther Finance Advisors, LLC | Reduced | 799 | 793 | -6 |
| Bell Investment Advisors, Inc | Sold Out | 5 | 0 | -5 |
| US BANCORP \DE\ | Increased | 1.8K | 1.8K | +4 |
| SBI Securities Co., Ltd. | New | 0 | 1 | +1 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.