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 June 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 |
|---|---|---|
| BlackRock, Inc. | 1.9M | 8.4% |
| AQR CAPITAL MANAGEMENT LLC | 1.3M | 5.9% |
| VANGUARD CAPITAL MANAGEMENT LLC | 993.5K | 4.4% |
| BANK OF AMERICA CORP /DE/ | 954.6K | 4.3% |
| D. E. Shaw & Co., Inc. | 824.3K | 3.7% |
| WELLINGTON MANAGEMENT GROUP LLP | 824.2K | 3.7% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 802.1K | 3.6% |
| MILLENNIUM MANAGEMENT LLC | 779.8K | 3.5% |
| DIMENSIONAL FUND ADVISORS LP | 692.8K | 3.1% |
| AMERIPRISE FINANCIAL INC | 678.8K | 3.0% |
| PZENA INVESTMENT MANAGEMENT LLC | 676.6K | 3.0% |
| GEODE CAPITAL MANAGEMENT, LLC | 613.3K | 2.7% |
| CastleKnight Management LP | 569.9K | 2.5% |
| STATE STREET CORP | 526.2K | 2.3% |
| PARADIGM CAPITAL MANAGEMENT INC/NY | 488.0K | 2.2% |
| RWWM, Inc. | 474.6K | 2.1% |
| AMERICAN CENTURY COMPANIES INC | 461.3K | 2.1% |
| Prescott Group Capital Management, L.L.C. | 437.8K | 2.0% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 378.7K | 1.7% |
| Woodline Partners LP | 367.1K | 1.6% |
| FEDERATED HERMES, INC. | 358.2K | 1.6% |
| Invenomic Capital Management LP | 357.5K | 1.6% |
| EARNEST PARTNERS LLC | 338.3K | 1.5% |
| MORGAN STANLEY | 325.8K | 1.5% |
| HSBC HOLDINGS PLC | 297.8K | 1.3% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| RWWM, Inc. | Reduced | 1.2M | 474.6K | -699.2K |
| MILLENNIUM MANAGEMENT LLC | Increased | 143.5K | 779.8K | +636.4K |
| AQR CAPITAL MANAGEMENT LLC | Increased | 762.8K | 1.3M | +559.8K |
| PARADIGM CAPITAL MANAGEMENT INC/NY | Reduced | 927.1K | 488.0K | -439.1K |
| AMERICAN CENTURY COMPANIES INC | Increased | 67.8K | 461.3K | +393.5K |
| Woodline Partners LP | New | 0 | 367.1K | +367.1K |
| Rubric Capital Management LP | Sold Out | 366.2K | 0 | -366.2K |
| BANK OF AMERICA CORP /DE/ | Increased | 606.8K | 954.6K | +347.8K |
| Invenomic Capital Management LP | Reduced | 649.5K | 357.5K | -292.0K |
| Balyasny Asset Management L.P. | Sold Out | 257.0K | 0 | -257.0K |
| GOLDMAN SACHS GROUP INC | Reduced | 491.8K | 263.1K | -228.6K |
| MARSHALL WACE, LLP | Sold Out | 223.4K | 0 | -223.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Increased | 12.2K | 211.9K | +199.8K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 498.7K | 692.8K | +194.1K |
| RENAISSANCE TECHNOLOGIES LLC | Increased | 39.6K | 204.8K | +165.2K |
| HSBC HOLDINGS PLC | Increased | 137.4K | 297.8K | +160.4K |
| Pacer Advisors, Inc. | New | 0 | 157.0K | +157.0K |
| BARCLAYS PLC | Reduced | 155.1K | 4.1K | -151.0K |
| JPMORGAN CHASE & CO | Reduced | 192.8K | 45.5K | -147.3K |
| PANAGORA ASSET MANAGEMENT INC | New | 0 | 147.1K | +147.1K |
| BlackRock, Inc. | Increased | 1.7M | 1.9M | +137.1K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Reduced | 924.0K | 802.1K | -121.9K |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | Reduced | 395.9K | 282.1K | -113.8K |
| Engineers Gate Manager LP | Reduced | 174.0K | 65.7K | -108.3K |
| FEDERATED HERMES, INC. | Reduced | 460.8K | 358.2K | -102.5K |
| EARNEST PARTNERS LLC | Increased | 237.6K | 338.3K | +100.7K |
| Aquatic Capital Management LLC | Sold Out | 100.7K | 0 | -100.7K |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | Sold Out | 97.7K | 0 | -97.7K |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Increased | 116.6K | 213.3K | +96.7K |
| WELLINGTON MANAGEMENT GROUP LLP | Increased | 730.9K | 824.2K | +93.4K |
| PZENA INVESTMENT MANAGEMENT LLC | Reduced | 761.2K | 676.6K | -84.6K |
| Prescott Group Capital Management, L.L.C. | Increased | 356.1K | 437.8K | +81.7K |
| IEQ CAPITAL, LLC | Increased | 33.5K | 111.4K | +77.9K |
| Seven Six Capital Management, LLC | Sold Out | 76.2K | 0 | -76.2K |
| GSA CAPITAL PARTNERS LLP | Increased | 38.1K | 110.9K | +72.8K |
| FRANKLIN RESOURCES INC | Increased | 15.8K | 86.5K | +70.8K |
| CM Management, LLC | Sold Out | 70.0K | 0 | -70.0K |
| FMR LLC | Increased | 4.2K | 73.4K | +69.2K |
| Y-Intercept (Hong Kong) Ltd | New | 0 | 61.6K | +61.6K |
| D. E. Shaw & Co., Inc. | Increased | 764.3K | 824.3K | +60.0K |
| CastleKnight Management LP | Reduced | 629.7K | 569.9K | -59.8K |
| Mariner, LLC | New | 0 | 58.3K | +58.3K |
| Empowered Funds, LLC | New | 0 | 58.0K | +58.0K |
| Quinn Opportunity Partners LLC | New | 0 | 57.4K | +57.4K |
| ACADIAN ASSET MANAGEMENT LLC | Increased | 21.0K | 76.7K | +55.6K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Sold Out | 54.6K | 0 | -54.6K |
| WELLS FARGO & COMPANY/MN | Increased | 142.3K | 195.8K | +53.5K |
| WEDGE CAPITAL MANAGEMENT L L P/NC | New | 0 | 52.7K | +52.7K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | New | 0 | 50.2K | +50.2K |
| UBS Group AG | Increased | 68.7K | 116.0K | +47.3K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Increased | 332.6K | 378.7K | +46.1K |
| MORGAN STANLEY | Increased | 280.8K | 325.8K | +44.9K |
| Jump Financial, LLC | Increased | 62.6K | 106.2K | +43.7K |
| Blueshift Asset Management, LLC | Reduced | 49.3K | 6.9K | -42.4K |
| TWO SIGMA INVESTMENTS, LP | New | 0 | 42.2K | +42.2K |
| JANE STREET GROUP, LLC | Sold Out | 40.9K | 0 | -40.9K |
| AMERIPRISE FINANCIAL INC | Increased | 640.4K | 678.8K | +38.5K |
| ENVESTNET ASSET MANAGEMENT INC | Increased | 169.9K | 207.7K | +37.9K |
| Jain Global LLC | New | 0 | 35.0K | +35.0K |
| TUDOR INVESTMENT CORP ET AL | Reduced | 52.7K | 17.7K | -34.9K |
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.