Helen of Troy Ownership 2024 | Who Owns Helen of Troy Now?
Institutional Ownership
30.33%
Insider Ownership
1.21%
Retail Ownership
68.46%
Institutional Holders
107.00
Helen of Troy Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FMR LLC | 14.59% | 0.02% | 3,482,545 | 37,325 | 1.08% | 322,971,224 | Jun 30, 2024 |
| BLACKROCK INC. | 11.78% | 0.01% | 2,811,123 | -8,751 | -0.31% | 260,703,545 | Jun 30, 2024 |
| VANGUARD GROUP INC | 9.98% | 0.00% | 2,382,420 | -21,309 | -0.89% | 220,945,630 | Jun 30, 2024 |
| COOKE & BIELER LP | 8.02% | 1.71% | 1,913,566 | 36,095 | 1.92% | 177,464,111 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 4.83% | 0.03% | 1,153,414 | 102,767 | 9.78% | 106,970,452 | Jun 30, 2024 |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 3.68% | 0.13% | 878,344 | -41,754 | -4.54% | 81,457,622 | Jun 30, 2024 |
| STATE STREET CORP | 3.62% | 0.00% | 863,099 | 19,016 | 2.25% | 80,043,801,000 | Jun 30, 2024 |
| EARNEST PARTNERS LLC | 2.79% | 0.29% | 666,256 | 17,741 | 2.74% | 61,788,581 | Jun 30, 2024 |
| SNYDER CAPITAL MANAGEMENT L P | 2.64% | 1.31% | 629,896 | -47,917 | -7.07% | 58,416,555 | Jun 30, 2024 |
| CAPITAL WORLD INVESTORS | 2.51% | 0.01% | 600,000 | - | - | 55,644,000 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.45% | 0.00% | 583,677 | 24,386 | 4.36% | 54,140,307 | Jun 30, 2024 |
| MACQUARIE GROUP LTD | 2.17% | 0.06% | 518,420 | -23,045 | -4.26% | 48,078,000 | Jun 30, 2024 |
| CAPITAL INTERNATIONAL INVESTORS | 1.77% | 0.01% | 421,921 | 61,819 | 17.17% | 39,128,954 | Jun 30, 2024 |
| FISHER ASSET MANAGEMENT, LLC | 1.75% | 0.02% | 416,973 | 1,510 | 0.36% | 38,670,078 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.50% | 0.01% | 357,062 | 15,651 | 4.58% | 33,113,930 | Jun 30, 2024 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.35% | 0.01% | 322,343 | -5,809 | -1.77% | 29,894,090 | Jun 30, 2024 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1.34% | 0.08% | 320,779 | 320,779 | 100.00% | 29,749,044 | Jun 30, 2024 |
| NORGES BANK | 1.20% | 0.00% | 286,630 | 286,630 | 100.00% | 26,582,066 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 1.18% | 0.00% | 280,968 | 7,020 | 2.56% | 26,056,973,000 | Jun 30, 2024 |
| ROYCE & ASSOCIATES LP | 1.03% | 0.21% | 245,886 | 49,864 | 25.44% | 22,803,468 | Jun 30, 2024 |
Helen of Troy's largest institutional shareholder is FMR LLC, holding 14.59% of the company's total share outstanding, currently valued at $322.97M. The top 10 institutional shareholders own together 64.45% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| COOKE & BIELER LP | 8.02% | 1.71% | 1,913,566 | 36,095 | 1.92% | 177,464,111 | Jun 30, 2024 |
| SNYDER CAPITAL MANAGEMENT L P | 2.64% | 1.31% | 629,896 | -47,917 | -7.07% | 58,416,555 | Jun 30, 2024 |
| QSV EQUITY INVESTORS LLC | 0.05% | 1.18% | 12,240 | -76 | -0.62% | 1,135,138 | Jun 30, 2024 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0.39% | 0.72% | 92,188 | 34,115 | 58.74% | 8,549,515 | Jun 30, 2024 |
| NIERENBERG INVESTMENT MANAGEMENT COMPANY, INC. | 0.05% | 0.68% | 13,080 | - | - | 1,213,039 | Jun 30, 2024 |
| DARK FOREST CAPITAL MANAGEMENT LP | 0.15% | 0.61% | 35,955 | 12,657 | 54.33% | 3,334,467 | Jun 30, 2024 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 0.81% | 0.55% | 193,869 | 760 | 0.39% | 17,979,434 | Jun 30, 2024 |
| AMBASSADOR ADVISORS, LLC | 0.13% | 0.52% | 30,837 | 833 | 2.78% | 2,859,823 | Jun 30, 2024 |
| CARDINAL CAPITAL MANAGEMENT LLC /CT | 0.08% | 0.49% | 19,333 | -106,887 | -84.68% | 1,792,954 | Jun 30, 2024 |
| MITSUBISHI UFJ ASSET MANAGEMENT (UK) LTD. | 0.04% | 0.43% | 9,000 | - | - | 835,000 | Jun 30, 2024 |
| AZZAD ASSET MANAGEMENT INC /ADV | 0.13% | 0.34% | 31,487 | 11,038 | 53.98% | 2,920,124 | Jun 30, 2024 |
| EARNEST PARTNERS LLC | 2.79% | 0.29% | 666,256 | 17,741 | 2.74% | 61,788,581 | Jun 30, 2024 |
| GLADSTONE INSTITUTIONAL ADVISORY LLC | 0.23% | 0.26% | 54,709 | 12,998 | 31.16% | 5,073,713 | Jun 30, 2024 |
| KENNEDY CAPITAL MANAGEMENT LLC | 0.56% | 0.26% | 133,263 | 45,562 | 51.95% | 12,358,811 | Jun 30, 2024 |
| ROYCE & ASSOCIATES LP | 1.03% | 0.21% | 245,886 | 49,864 | 25.44% | 22,803,468 | Jun 30, 2024 |
| CHARTWELL INVESTMENT PARTNERS, LLC | 0.26% | 0.20% | 62,507 | -1,916 | -2.97% | 5,797,000 | Jun 30, 2024 |
| WELLINGTON SHIELDS CAPITAL MANAGEMENT, LLC | 0.05% | 0.20% | 11,800 | - | - | 1,094,332 | Jun 30, 2024 |
| GW&K INVESTMENT MANAGEMENT, LLC | 0.79% | 0.16% | 187,595 | -6,719 | -3.46% | 17,398,000 | Jun 30, 2024 |
| CORNERCAP INVESTMENT COUNSEL INC | 0.04% | 0.16% | 10,324 | 1,161 | 12.67% | 957,448 | Jun 30, 2024 |
| SEVEN EIGHT CAPITAL, LP | 0.06% | 0.14% | 14,416 | 14,416 | 100.00% | 1,336,940 | Jun 30, 2024 |
The largest Helen of Troy shareholder by % of total assets is COOKE & BIELER LP. The company owns 1.91M shares of Helen of Troy (HELE), representing 1.71% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1.34% | 0.08% | 320,779 | 320,779 | 100.00% | 29,749,044 | Jun 30, 2024 |
| NORGES BANK | 1.20% | 0.00% | 286,630 | 286,630 | 100.00% | 26,582,066 | Jun 30, 2024 |
| INVESCO LTD. | 0.81% | 0.00% | 194,315 | 141,398 | 267.21% | 18,020,773 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 4.83% | 0.03% | 1,153,414 | 102,767 | 9.78% | 106,970,452 | Jun 30, 2024 |
| CAPITAL INTERNATIONAL INVESTORS | 1.77% | 0.01% | 421,921 | 61,819 | 17.17% | 39,128,954 | Jun 30, 2024 |
| VERITION FUND MANAGEMENT LLC | 0.28% | 0.03% | 66,989 | 55,924 | 505.41% | 6,212,560 | Jun 30, 2024 |
| ROYCE & ASSOCIATES LP | 1.03% | 0.21% | 245,886 | 49,864 | 25.44% | 22,803,468 | Jun 30, 2024 |
| NORDEA INVESTMENT MANAGEMENT AB | 0.20% | 0.01% | 48,682 | 48,682 | 100.00% | 4,569,293 | Jun 30, 2024 |
| MARSHALL WACE, LLP | 0.21% | 0.01% | 51,302 | 47,290 | 1178.71% | 4,757,746 | Jun 30, 2024 |
| KENNEDY CAPITAL MANAGEMENT LLC | 0.56% | 0.26% | 133,263 | 45,562 | 51.95% | 12,358,811 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.18% | 0.02% | 42,728 | 42,728 | 100.00% | 3,962,595 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 0.52% | 0.00% | 123,581 | 42,193 | 51.84% | 11,460,903 | Jun 30, 2024 |
| UBS GROUP AG | 0.33% | 0.00% | 77,944 | 41,534 | 114.07% | 7,228,526 | Jun 30, 2024 |
| FMR LLC | 14.59% | 0.02% | 3,482,545 | 37,325 | 1.08% | 322,971,224 | Jun 30, 2024 |
| COOKE & BIELER LP | 8.02% | 1.71% | 1,913,566 | 36,095 | 1.92% | 177,464,111 | Jun 30, 2024 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0.39% | 0.72% | 92,188 | 34,115 | 58.74% | 8,549,515 | Jun 30, 2024 |
| SEI INVESTMENTS CO | 0.36% | 0.01% | 85,229 | 33,428 | 64.53% | 7,904,103,000 | Jun 30, 2024 |
| RUSSELL INVESTMENTS GROUP, LTD. | 0.29% | 0.01% | 68,260 | 27,998 | 69.54% | 6,330,430 | Jun 30, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.11% | 0.04% | 26,296 | 25,304 | 2550.81% | 2,438,691 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.45% | 0.00% | 583,677 | 24,386 | 4.36% | 54,140,307 | Jun 30, 2024 |
As of Jun 30 2024, Helen of Troy's largest institutional buyer is WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC. The company purchased 320.78K stocks of HELE, valued at $29.75M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| CAPITAL RESEARCH GLOBAL INVESTORS | - | - | - | -1,086,151 | -100.00% | - | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.33% | 0.00% | 77,969 | -707,505 | -90.07% | 7,230,845 | Jun 30, 2024 |
| BARCLAYS PLC | - | - | - | -221,800 | -100.00% | - | Jun 30, 2024 |
| LORD, ABBETT & CO. LLC | - | - | - | -197,339 | -100.00% | - | Jun 30, 2024 |
| CARDINAL CAPITAL MANAGEMENT LLC /CT | 0.08% | 0.49% | 19,333 | -106,887 | -84.68% | 1,792,954 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.59% | 0.00% | 141,671 | -92,277 | -39.44% | 13,138,568 | Jun 30, 2024 |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 0.08% | 0.00% | 20,219 | -63,000 | -75.70% | 1,875,110 | Jun 30, 2024 |
| MOODY ALDRICH PARTNERS LLC | - | - | - | -51,518 | -100.00% | - | Jun 30, 2024 |
| BARCLAYS PLC | 0.12% | 0.00% | 29,015 | -50,633 | -63.57% | 2,692,000 | Jun 30, 2024 |
| SNYDER CAPITAL MANAGEMENT L P | 2.64% | 1.31% | 629,896 | -47,917 | -7.07% | 58,416,555 | Jun 30, 2024 |
| TWINBEECH CAPITAL LP | - | - | - | -46,808 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -42,965 | -100.00% | - | Jun 30, 2024 |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 3.68% | 0.13% | 878,344 | -41,754 | -4.54% | 81,457,622 | Jun 30, 2024 |
| BARCLAYS PLC | 0.14% | 0.00% | 34,000 | -34,900 | -50.65% | 3,153,000 | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | 0.05% | 0.01% | 12,594 | -34,016 | -72.98% | 1,167,968 | Jun 30, 2024 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.01% | 0.00% | 2,787 | -24,159 | -89.66% | 258,466 | Jun 30, 2024 |
| MACQUARIE GROUP LTD | 2.17% | 0.06% | 518,420 | -23,045 | -4.26% | 48,078,000 | Jun 30, 2024 |
| EULAV ASSET MANAGEMENT | - | - | - | -23,000 | -100.00% | - | Jun 30, 2024 |
| VANGUARD GROUP INC | 9.98% | 0.00% | 2,382,420 | -21,309 | -0.89% | 220,945,630 | Jun 30, 2024 |
| POLEN CAPITAL MANAGEMENT LLC | - | - | - | -19,642 | -100.00% | - | Jun 30, 2024 |
As of Jun 30 2024, Helen of Troy's biggest institutional seller is CAPITAL RESEARCH GLOBAL INVESTORS. The company sold -1.09M shares of HELE, valued at -.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1.34% | 0.08% | 320,779 | 320,779 | 100.00% | 29,749,044 | Jun 30, 2024 |
| NORGES BANK | 1.20% | 0.00% | 286,630 | 286,630 | 100.00% | 26,582,066 | Jun 30, 2024 |
| NORDEA INVESTMENT MANAGEMENT AB | 0.20% | 0.01% | 48,682 | 48,682 | 100.00% | 4,569,293 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.18% | 0.02% | 42,728 | 42,728 | 100.00% | 3,962,595 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 0.00% | 12,046 | 12,046 | 100.00% | 1,117,146 | Jun 30, 2024 |
| ALGERT GLOBAL LLC | 0.04% | 0.03% | 8,943 | 8,943 | 100.00% | 829,000 | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 0.04% | 0.01% | 8,700 | 8,700 | 100.00% | 806,838 | Jun 30, 2024 |
| JANNEY MONTGOMERY SCOTT LLC | 0.03% | 0.00% | 6,209 | 6,209 | 100.00% | 576,000 | Jun 30, 2024 |
| INTECH INVESTMENT MANAGEMENT LLC | 0.02% | 0.01% | 5,356 | 5,356 | 100.00% | 496,715 | Jun 30, 2024 |
| SHERBROOKE PARK ADVISERS LLC | 0.02% | 0.08% | 4,699 | 4,699 | 100.00% | 435,785 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.02% | 0.00% | 4,500 | 4,500 | 100.00% | 417,330 | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | 0.02% | 0.02% | 3,827 | 3,827 | 100.00% | 355,000 | Jun 30, 2024 |
| TWO SIGMA SECURITIES, LLC | 0.02% | 0.00% | 3,700 | 3,700 | 100.00% | 343,138 | Jun 30, 2024 |
| QRG CAPITAL MANAGEMENT, INC. | 0.01% | 0.00% | 3,113 | 3,113 | 100.00% | 288,700 | Jun 30, 2024 |
| VERDENCE CAPITAL ADVISORS LLC | 0.01% | 0.02% | 2,917 | 2,917 | 100.00% | 270,523 | Jun 30, 2024 |
| MERCER GLOBAL ADVISORS INC /ADV | 0.01% | 0.00% | 2,915 | 2,915 | 100.00% | 270,337 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.01% | 0.00% | 2,500 | 2,500 | 100.00% | 231,850 | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 0.01% | 0.00% | 2,500 | 2,500 | 100.00% | 231,850 | Jun 30, 2024 |
| CONGRESS WEALTH MANAGEMENT LLC / DE / | 0.01% | 0.00% | 2,335 | 2,335 | 100.00% | 216,548 | Jun 30, 2024 |
| AQUATIC CAPITAL MANAGEMENT LLC | 0.01% | 0.00% | 1,300 | 1,300 | 100.00% | 120,562 | Jun 30, 2024 |
| CLEARSTEAD ADVISORS, LLC | 0.01% | 0.00% | 1,298 | 1,298 | 100.00% | 120,377 | Jun 30, 2024 |
| AMUNDI | 0.00% | - | 1,172 | 1,172 | 100.00% | 107,379 | Jun 30, 2024 |
| NVERSES CAPITAL, LLC | 0.00% | 0.02% | 300 | 300 | 100.00% | 27,822 | Jun 30, 2024 |
| J.SAFRA ASSET MANAGEMENT CORP | 0.00% | 0.00% | 15 | 15 | 100.00% | 1,391 | Jun 30, 2024 |
| STEPHENS CONSULTING, LLC | 0.00% | 0.00% | 12 | 12 | 100.00% | 1,113 | Jun 30, 2024 |
| ALLWORTH FINANCIAL LP | - | - | 10 | 10 | 100.00% | 568 | Jun 30, 2024 |
| ROTHSCHILD INVESTMENT LLC | - | - | 5 | 5 | 100.00% | 464 | Jun 30, 2024 |
| CVA FAMILY OFFICE, LLC | - | 0.00% | 5 | 5 | 100.00% | 464 | Jun 30, 2024 |
| SMARTLEAF ASSET MANAGEMENT LLC | - | - | 2 | 2 | 100.00% | 188 | Jun 30, 2024 |
| TFC FINANCIAL MANAGEMENT, INC. | - | - | 1 | 1 | 100.00% | 93 | Jun 30, 2024 |
Helen of Troy's largest new institutional shareholder by number of shares is WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC, purchased 320.78K shares, valued at $29.75M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| CAPITAL RESEARCH GLOBAL INVESTORS | - | - | - | -1,086,151 | -100.00% | - | Jun 30, 2024 |
| BARCLAYS PLC | - | - | - | -221,800 | -100.00% | - | Jun 30, 2024 |
| LORD, ABBETT & CO. LLC | - | - | - | -197,339 | -100.00% | - | Jun 30, 2024 |
| MOODY ALDRICH PARTNERS LLC | - | - | - | -51,518 | -100.00% | - | Jun 30, 2024 |
| TWINBEECH CAPITAL LP | - | - | - | -46,808 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -42,965 | -100.00% | - | Jun 30, 2024 |
| EULAV ASSET MANAGEMENT | - | - | - | -23,000 | -100.00% | - | Jun 30, 2024 |
| POLEN CAPITAL MANAGEMENT LLC | - | - | - | -19,642 | -100.00% | - | Jun 30, 2024 |
| WOLVERINE TRADING, LLC | - | - | - | -18,400 | -100.00% | - | Jun 30, 2024 |
| SCHONFELD STRATEGIC ADVISORS LLC | - | - | - | -15,790 | -100.00% | - | Jun 30, 2024 |
| ENGINEERS GATE MANAGER LP | - | - | - | -15,250 | -100.00% | - | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | - | - | - | -13,010 | -100.00% | - | Jun 30, 2024 |
| SEMANTEON CAPITAL MANAGEMENT, LP | - | - | - | -10,774 | -100.00% | - | Jun 30, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -10,349 | -100.00% | - | Jun 30, 2024 |
| CLARIVEST ASSET MANAGEMENT LLC | - | - | - | -6,835 | -100.00% | - | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | - | - | - | -6,767 | -100.00% | - | Jun 30, 2024 |
| HSBC HOLDINGS PLC | - | - | - | -6,372 | -100.00% | - | Jun 30, 2024 |
| GLENMEDE TRUST CO NA | - | - | - | -6,142 | -100.00% | - | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | - | - | - | -6,100 | -100.00% | - | Jun 30, 2024 |
| BAYESIAN CAPITAL MANAGEMENT, LP | - | - | - | -6,025 | -100.00% | - | Jun 30, 2024 |
| TEZA CAPITAL MANAGEMENT LLC | - | - | - | -5,384 | -100.00% | - | Jun 30, 2024 |
| NEBULA RESEARCH & DEVELOPMENT LLC | - | - | - | -5,306 | -100.00% | - | Jun 30, 2024 |
| HRT FINANCIAL LP | - | - | - | -5,092 | -100.00% | - | Jun 30, 2024 |
| ORION PORTFOLIO SOLUTIONS, LLC | - | - | - | -5,065 | -100.00% | - | Jun 30, 2024 |
| FOX RUN MANAGEMENT, L.L.C. | - | - | - | -2,867 | -100.00% | - | Jun 30, 2024 |
| ALPHAMARK ADVISORS, LLC | - | - | - | -2,520 | -100.00% | - | Jun 30, 2024 |
| CAPULA MANAGEMENT LTD | - | - | - | -2,416 | -100.00% | - | Jun 30, 2024 |
| MQS MANAGEMENT LLC | - | - | - | -2,222 | -100.00% | - | Jun 30, 2024 |
| ENTROPY TECHNOLOGIES, LP | - | - | - | -2,078 | -100.00% | - | Jun 30, 2024 |
| NBC SECURITIES, INC. | - | - | - | -2,021 | -100.00% | - | Jun 30, 2024 |
| OLYMPIAD RESEARCH LP | - | - | - | -1,896 | -100.00% | - | Jun 30, 2024 |
| ARGA INVESTMENT MANAGEMENT, LP | - | - | - | -1,893 | -100.00% | - | Jun 30, 2024 |
| PRELUDE CAPITAL MANAGEMENT, LLC | - | - | - | -1,820 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -1,240 | -100.00% | - | Jun 30, 2024 |
| STRS OHIO | - | - | - | -300 | -100.00% | - | Jun 30, 2024 |
| YHB INVESTMENT ADVISORS, INC. | - | - | - | -250 | -100.00% | - | Jun 30, 2024 |
| SOA WEALTH ADVISORS, LLC. | - | - | - | -250 | -100.00% | - | Jun 30, 2024 |
| GROUP ONE TRADING, L.P. | - | - | - | -184 | -100.00% | - | Jun 30, 2024 |
| FERNWOOD INVESTMENT MANAGEMENT, LLC | - | - | - | -99 | -100.00% | - | Jun 30, 2024 |
| PARK PLACE CAPITAL CORP | - | - | - | -29 | -100.00% | - | Jun 30, 2024 |
| GENEOS WEALTH MANAGEMENT INC. | - | - | - | -6 | -100.00% | - | Jun 30, 2024 |
| GLEN EAGLE ADVISORS, LLC | - | - | - | -2 | -100.00% | - | Jun 30, 2024 |
Helen of Troy's largest sold out institutional shareholder by shares sold is CAPITAL RESEARCH GLOBAL INVESTORS, sold -1.09M shares, valued at -, as of undefined.
Helen of Troy Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| SCHRODER GLOBAL SERIES TRUST | 0.91% | 1,848 | - | - | Jan 31, 2021 |
| DSS AMERICAFIRST QUANTITATIVE FUNDS | 0.10% | 645 | - | - | Mar 31, 2021 |
| Value Line Small Cap Opportunities Fund, Inc. | 0.08% | 23,000 | - | - | Mar 31, 2024 |
| COLUMBIA ACORN TRUST | 0.07% | 221,724 | - | - | Mar 31, 2024 |
| WANGER ADVISORS TRUST | 0.06% | 31,870 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.03% | 16,627 | - | - | Mar 31, 2024 |
| RMB INVESTORS TRUST | 0.02% | 12,368 | - | - | Dec 31, 2023 |
| Monteagle Funds | 0.02% | 940 | - | - | Feb 29, 2024 |
| Capitol Series Trust | 0.02% | 224,880 | 37,700 | 20.14% | Mar 31, 2024 |
| BOSTON TRUST WALDEN FUNDS | 0.02% | 57,263 | - | - | Mar 28, 2024 |
| Manager Directed Portfolios | 0.01% | 1,875 | - | - | Jan 31, 2024 |
| VANGUARD ADMIRAL FUNDS | 0.01% | 48,304 | -2,546 | -5.01% | Feb 29, 2024 |
| REYNOLDS FUNDS INC | 0.01% | 100 | - | - | Mar 31, 2024 |
| FIRST INVESTORS EQUITY FUNDS | 0.01% | 40,100 | 40,100 | - | Sep 30, 2019 |
| VANGUARD WHITEHALL FUNDS | 0.01% | 635,650 | - | - | Jan 31, 2024 |
| FIRST INVESTORS LIFE SERIES FUNDS | 0.01% | 18,800 | 18,800 | - | Sep 30, 2019 |
| VICTORY PORTFOLIOS | 0.01% | 180,000 | - | - | Mar 31, 2024 |
| VANGUARD INDEX FUNDS | 0.01% | 2,116,426 | -360,750 | -14.56% | Mar 31, 2024 |
| SYNTAX ETF TRUST | 0.00% | 156 | - | - | Mar 31, 2024 |
| Nushares ETF Trust | 0.00% | 25,326 | 183 | 0.73% | Jan 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 712 | - | - | Mar 31, 2024 |
| SARATOGA ADVANTAGE TRUST | 0.00% | 176 | - | - | Feb 29, 2024 |
| CLEARWATER INVESTMENT TRUST | 0.00% | 23,530 | -3,501 | -12.95% | Mar 28, 2024 |
| Brown Advisory Funds | 0.00% | 86,762 | - | - | Mar 31, 2024 |
| Vericimetry Funds | 0.00% | 170 | - | - | Mar 31, 2024 |
| JAMES ADVANTAGE FUNDS | 0.00% | 3,900 | - | - | Dec 31, 2023 |
| VANGUARD EXPLORER FUND | 0.00% | 20,425 | - | - | Jan 31, 2024 |
| STEWARD FUNDS, INC. | 0.00% | 2,624 | -139 | -5.03% | Jan 31, 2024 |
| AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.00% | 2,465 | - | - | Mar 31, 2024 |
| Meeder Funds | 0.00% | 5,027 | -17,812 | -77.99% | Mar 31, 2024 |
| John Hancock Exchange-Traded Fund Trust | 0.00% | 6,198 | - | - | Jan 31, 2024 |
| VALUED ADVISERS TRUST | 0.00% | 902 | - | - | Jan 31, 2024 |
| MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC | 0.00% | 518 | 162 | 45.51% | Sep 30, 2020 |
| EXCHANGE TRADED CONCEPTS TRUST | 0.00% | 4,884 | - | - | Feb 29, 2024 |
| Mutual of America Variable Insurance Portfolios, Inc. | 0.00% | 492 | -17 | -3.34% | Sep 30, 2023 |
| SHELTON FUNDS | 0.00% | 1,038 | -144 | -12.18% | Feb 29, 2024 |
| Dimensional ETF Trust | 0.00% | 263,194 | 9,554 | 3.77% | Jan 31, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 47,396 | 119 | 0.25% | Jan 31, 2024 |
| OBERWEIS FUNDS | 0.00% | 570 | - | - | Mar 31, 2024 |
| Investment Managers Series Trust II | 0.00% | 6,923 | 2,238 | 47.77% | Mar 31, 2024 |
| FINANCIAL INVESTORS TRUST | 0.00% | 42,227 | - | - | Jan 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 15,064 | -1,149 | -7.09% | Mar 31, 2024 |
| ALLSPRING MASTER TRUST | 0.00% | 31,106 | - | - | Feb 29, 2024 |
| Columbia Funds Variable Series Trust II | 0.00% | 11,770 | - | - | Mar 31, 2024 |
| MUTUAL OF AMERICA INVESTMENT CORP | 0.00% | 13,790 | -226 | -1.61% | Mar 31, 2024 |
| KP Funds | 0.00% | 15,120 | -2,220 | -12.80% | Sep 30, 2020 |
| TIMOTHY PLAN | 0.00% | 1,395 | 189 | 15.67% | Mar 31, 2024 |
| Global X Funds | 0.00% | 11,671 | - | - | Jan 31, 2024 |
| OHIO NATIONAL FUND INC | 0.00% | 4,885 | -199 | -3.91% | Mar 31, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 22,988 | 12,524 | 119.69% | Feb 29, 2024 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 10,985 | -800 | -6.79% | Dec 31, 2023 |
| NORTHERN FUNDS | 0.00% | 28,565 | -5,597 | -16.38% | Mar 28, 2024 |
| NORTHERN LIGHTS FUND TRUST III | 0.00% | 2,200 | - | - | Jan 31, 2024 |
| VANGUARD WORLD FUND | 0.00% | 42,053 | 5,372 | 14.65% | Feb 29, 2024 |
| PROFESSIONALLY MANAGED PORTFOLIOS | 0.00% | 12,600 | - | - | Feb 29, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 444 | - | - | Mar 31, 2024 |
| SA FUNDS INVESTMENT TRUST | 0.00% | 2,629 | - | - | Mar 31, 2024 |
| CARILLON SERIES TRUST | 0.00% | 8,587 | -7,414 | -46.33% | Mar 31, 2024 |
| North Square Investments Trust | 0.00% | 1,460 | - | - | Jan 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND VI | 0.00% | 735 | - | - | Mar 31, 2024 |
| Chartwell Funds | 0.00% | 2,823 | - | - | Jun 30, 2022 |
| ALPS ETF Trust | 0.00% | 1,489 | - | - | Feb 29, 2024 |
| AMERICAN CENTURY WORLD MUTUAL FUNDS INC | 0.00% | 1,155 | - | - | Feb 29, 2024 |
| CULLEN FUNDS TRUST | 0.00% | 245 | - | - | Mar 31, 2024 |
| Advisors' Inner Circle Fund II | 0.00% | 72,365 | - | - | Jan 31, 2024 |
| Pacer Funds Trust | 0.00% | 3,532 | -734 | -17.21% | Jan 31, 2024 |
| THRIVENT MUTUAL FUNDS | 0.00% | 6,431 | - | - | Mar 28, 2024 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 136,420 | 9,961 | 7.88% | Feb 29, 2024 |
| GPS Funds I | 0.00% | 358 | - | - | Mar 31, 2024 |
| ALLSPRING FUNDS TRUST | 0.00% | 25,594 | -607,244 | -95.96% | Jan 31, 2024 |
| THRIVENT SERIES FUND INC | 0.00% | 5,951 | 20 | 0.34% | Mar 28, 2024 |
| RBB FUND, INC. | 0.00% | 4,300 | - | - | Feb 29, 2024 |
| ProFunds | 0.00% | 471 | -24 | -4.85% | Mar 31, 2024 |
| Dunham Funds | 0.00% | 2,661 | - | - | Jan 31, 2024 |
| Invesco Exchange-Traded Fund Trust II | 0.00% | 8,544 | 563 | 7.05% | Feb 29, 2024 |
| CALAMOS INVESTMENT TRUST/IL | 0.00% | 2,700 | - | - | Jan 31, 2024 |
| Victory Portfolios II | 0.00% | 954 | 470 | 97.11% | Mar 31, 2024 |
| Bridge Builder Trust | 0.00% | 84,094 | 169 | 0.20% | Mar 31, 2024 |
| Tidal ETF Trust | 0.00% | 219 | - | - | Jan 31, 2024 |
| TIAA-CREF FUNDS | 0.00% | 49,311 | -835 | -1.67% | Jan 31, 2024 |
| Forethought Variable Insurance Trust | 0.00% | 64 | - | - | Mar 28, 2024 |
| HC CAPITAL TRUST | 0.00% | 481 | - | - | Mar 31, 2024 |
| USAA MUTUAL FUNDS TRUST | 0.00% | 3,138 | 516 | 19.68% | Jan 31, 2024 |
| NEW COVENANT FUNDS | 0.00% | 57 | - | - | Dec 31, 2023 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 13,347 | - | - | Mar 31, 2024 |
| JOHN HANCOCK VARIABLE INSURANCE TRUST | 0.00% | 25,324 | -696 | -2.67% | Mar 31, 2024 |
| STONE RIDGE TRUST | 0.00% | 247 | - | - | Jan 31, 2024 |
| EMPOWER FUNDS, INC. | 0.00% | 11,056 | -105 | -0.94% | Mar 31, 2024 |
| MORGAN STANLEY PATHWAY FUNDS | 0.00% | 905 | - | - | Feb 29, 2024 |
| Northern Lights Fund Trust IV | 0.00% | 2,858 | 32 | 1.13% | Feb 29, 2024 |
| Brinker Capital Destinations Trust | 0.00% | 424 | - | - | Feb 29, 2024 |
| VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 0.00% | 13,390 | - | - | Jan 31, 2024 |
| ETF Series Solutions | 0.00% | 132 | - | - | Jan 31, 2024 |
| VANGUARD WELLINGTON FUND | 0.00% | 2,374 | - | - | Feb 29, 2024 |
| MASSMUTUAL SELECT FUNDS | 0.00% | 5,854 | - | - | Dec 31, 2023 |
| SEI INSTITUTIONAL MANAGED TRUST | 0.00% | 15,361 | -450 | -2.85% | Dec 31, 2023 |
| Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 655 | - | - | Feb 29, 2024 |
| BAIRD FUNDS INC | 0.00% | 3,196 | - | - | Mar 31, 2024 |
| COLUMBIA FUNDS SERIES TRUST I | 0.00% | 11,621 | 1,809 | 18.44% | Feb 29, 2024 |
| PGIM ETF TRUST | 0.00% | 96 | - | - | Feb 29, 2024 |
Helen of Troy's largest mutual fund holder by % of total assets is "SCHRODER GLOBAL SERIES TRUST", owning 1.85K shares, compromising 0.91% of its total assets.
Helen of Troy Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 107 | -62.98% |
| 31 Mar, 24 | 289 | 2.48% |
| 31 Dec, 23 | 282 | 6.02% |
| 30 Sep, 23 | 266 | -0.37% |
| 30 Jun, 23 | 267 | -1.48% |
| 31 Mar, 23 | 271 | 2.26% |
| 31 Dec, 22 | 265 | 3.52% |
| 30 Sep, 22 | 256 | -14.09% |
| 30 Jun, 22 | 298 | 5.30% |
| 31 Mar, 22 | 283 | -4.07% |
| 31 Dec, 21 | 295 | 0.68% |
| 30 Sep, 21 | 293 | -1.01% |
| 30 Jun, 21 | 296 | -11.11% |
| 31 Mar, 21 | 333 | 5.05% |
| 31 Dec, 20 | 317 | -0.31% |
| 30 Sep, 20 | 318 | 13.57% |
| 30 Jun, 20 | 280 | 2.19% |
| 31 Mar, 20 | 274 | -5.52% |
| 31 Dec, 19 | 290 | 10.27% |
| 30 Sep, 19 | 263 | -5.05% |
| 30 Jun, 19 | 277 | 0.36% |
| 31 Mar, 19 | 276 | -7.38% |
| 31 Dec, 18 | 298 | 9.96% |
| 30 Sep, 18 | 271 | 4.63% |
| 30 Jun, 18 | 259 | 7.02% |
| 31 Mar, 18 | 242 | 2.11% |
| 31 Dec, 17 | 237 | 8.72% |
| 30 Sep, 17 | 218 | -6.44% |
| 30 Jun, 17 | 233 | 6.39% |
| 31 Mar, 17 | 219 | 0.92% |
| 31 Dec, 16 | 217 | -10.70% |
| 30 Sep, 16 | 243 | 1.25% |
| 30 Jun, 16 | 240 | 3.90% |
| 31 Mar, 16 | 231 | -1.70% |
| 31 Dec, 15 | 235 | 13.53% |
| 30 Sep, 15 | 207 | -8.41% |
| 30 Jun, 15 | 226 | 15.90% |
| 31 Mar, 15 | 195 | 7.14% |
| 31 Dec, 14 | 182 | 13.04% |
| 30 Sep, 14 | 161 | -12.97% |
| 30 Jun, 14 | 185 | 0.54% |
| 31 Mar, 14 | 184 | 12.20% |
| 31 Dec, 13 | 164 | 1.23% |
| 30 Sep, 13 | 162 | 5.19% |
| 30 Jun, 13 | 154 | 161.02% |
| 31 Mar, 13 | 59 | 20.41% |
| 31 Dec, 12 | 49 | 4.26% |
| 30 Sep, 12 | 47 | -21.67% |
| 30 Jun, 12 | 60 | -1.64% |
| 31 Mar, 12 | 61 | 1.67% |
| 31 Dec, 11 | 60 | 5.26% |
| 30 Sep, 11 | 57 | 3.64% |
| 30 Jun, 11 | 55 | 12.24% |
| 31 Mar, 11 | 49 | 16.67% |
| 31 Dec, 10 | 42 | 2.44% |
| 30 Sep, 10 | 41 | -2.38% |
| 30 Jun, 10 | 42 | 2.44% |
| 31 Mar, 10 | 41 | 17.14% |
| 31 Dec, 09 | 35 | -12.50% |
| 30 Sep, 09 | 40 | -11.11% |
| 30 Jun, 09 | 45 | 28.57% |
| 31 Mar, 09 | 35 | -18.60% |
| 31 Dec, 08 | 43 | - |
| 30 Sep, 08 | 43 | 22.86% |
| 30 Jun, 08 | 35 | 25.00% |
| 31 Mar, 08 | 28 | 12.00% |
| 31 Dec, 07 | 25 | - |
| 30 Sep, 07 | 25 | -21.88% |
| 30 Jun, 07 | 32 | 23.08% |
| 31 Mar, 07 | 26 | -13.33% |
| 31 Dec, 06 | 30 | 42.86% |
| 30 Sep, 06 | 21 | -8.70% |
| 30 Jun, 06 | 23 | - |
| 31 Mar, 06 | 23 | -8.00% |
| 31 Dec, 05 | 25 | 4.17% |
| 30 Sep, 05 | 24 | -17.24% |
| 30 Jun, 05 | 29 | 16.00% |
| 31 Mar, 05 | 25 | 25.00% |
| 31 Dec, 04 | 20 | -13.04% |
| 30 Sep, 04 | 23 | -30.30% |
| 30 Jun, 04 | 33 | 17.86% |
| 31 Mar, 04 | 28 | 7.69% |
| 31 Dec, 03 | 26 | 18.18% |
| 30 Sep, 03 | 22 | 57.14% |
| 30 Jun, 03 | 14 | -17.65% |
| 31 Mar, 03 | 17 | 13.33% |
| 31 Dec, 02 | 15 | 7.14% |
| 30 Sep, 02 | 14 | 7.69% |
| 30 Jun, 02 | 13 | 8.33% |
| 31 Mar, 02 | 12 | 9.09% |
| 31 Dec, 01 | 11 | 10.00% |
| 30 Sep, 01 | 10 | 42.86% |
| 30 Jun, 01 | 7 | 40.00% |
| 31 Mar, 01 | 5 | 150.00% |
| 31 Dec, 00 | 2 | 100.00% |
| 30 Sep, 00 | 1 | -75.00% |
| 30 Jun, 00 | 4 | -50.00% |
| 31 Mar, 00 | 8 | 33.33% |
| 31 Dec, 99 | 6 | -45.45% |
| 30 Sep, 99 | 11 | - |
| 30 Jun, 99 | 11 | 120.00% |
| 31 Mar, 99 | 5 | - |
As of 30 Jun 24, 107 institutions are holding Helen of Troy's shares, representing a decrease of -62.98% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 7,239,332 | -71.87% |
| 31 Mar, 24 | 25,730,849 | -2.90% |
| 31 Dec, 23 | 26,498,883 | -1.86% |
| 30 Sep, 23 | 27,001,970 | -4.38% |
| 30 Jun, 23 | 28,239,896 | 0.28% |
| 31 Mar, 23 | 28,161,058 | 10.06% |
| 31 Dec, 22 | 25,586,475 | 6.61% |
| 30 Sep, 22 | 23,999,745 | -4.13% |
| 30 Jun, 22 | 25,034,423 | -0.82% |
| 31 Mar, 22 | 25,241,619 | -0.24% |
| 31 Dec, 21 | 25,303,019 | -1.09% |
| 30 Sep, 21 | 25,581,620 | 2.04% |
| 30 Jun, 21 | 25,070,863 | -4.73% |
| 31 Mar, 21 | 26,316,315 | 1.29% |
| 31 Dec, 20 | 25,980,128 | 3.11% |
| 30 Sep, 20 | 25,195,302 | 0.25% |
| 30 Jun, 20 | 25,132,344 | 1.57% |
| 31 Mar, 20 | 24,742,708 | 2.63% |
| 31 Dec, 19 | 24,108,466 | 0.60% |
| 30 Sep, 19 | 23,963,587 | -0.35% |
| 30 Jun, 19 | 24,047,104 | -4.88% |
| 31 Mar, 19 | 25,281,358 | 4.41% |
| 31 Dec, 18 | 24,214,571 | -4.22% |
| 30 Sep, 18 | 25,280,694 | -2.03% |
| 30 Jun, 18 | 25,803,902 | 1.83% |
| 31 Mar, 18 | 25,340,174 | -0.90% |
| 31 Dec, 17 | 25,569,906 | 0.60% |
| 30 Sep, 17 | 25,416,266 | 2.29% |
| 30 Jun, 17 | 24,847,976 | 0.40% |
| 31 Mar, 17 | 24,749,323 | -0.84% |
| 31 Dec, 16 | 24,959,610 | -5.04% |
| 30 Sep, 16 | 26,285,198 | -0.79% |
| 30 Jun, 16 | 26,495,124 | -2.16% |
| 31 Mar, 16 | 27,078,994 | 0.27% |
| 31 Dec, 15 | 27,007,194 | -24.46% |
| 30 Sep, 15 | 35,752,883 | 34.43% |
| 30 Jun, 15 | 26,595,077 | -1.43% |
| 31 Mar, 15 | 26,980,402 | 1.53% |
| 31 Dec, 14 | 26,574,547 | -1.48% |
| 30 Sep, 14 | 26,973,416 | 0.25% |
| 30 Jun, 14 | 26,906,764 | -0.99% |
| 31 Mar, 14 | 27,175,309 | -4.90% |
| 31 Dec, 13 | 28,575,662 | 6.62% |
| 30 Sep, 13 | 26,800,782 | 3.37% |
| 30 Jun, 13 | 25,927,435 | 134.86% |
| 31 Mar, 13 | 11,039,637 | -22.83% |
| 31 Dec, 12 | 14,306,495 | 4.55% |
| 30 Sep, 12 | 13,683,445 | -6.40% |
| 30 Jun, 12 | 14,619,494 | -12.62% |
| 31 Mar, 12 | 16,731,683 | 5.50% |
| 31 Dec, 11 | 15,858,690 | 3.08% |
| 30 Sep, 11 | 15,384,303 | -5.82% |
| 30 Jun, 11 | 16,334,871 | 32.61% |
| 31 Mar, 11 | 12,317,974 | 38.80% |
| 31 Dec, 10 | 8,874,866 | -4.74% |
| 30 Sep, 10 | 9,316,896 | 4.09% |
| 30 Jun, 10 | 8,950,730 | 13.53% |
| 31 Mar, 10 | 7,884,102 | 8.02% |
| 31 Dec, 09 | 7,299,050 | 4.25% |
| 30 Sep, 09 | 7,001,431 | 2.77% |
| 30 Jun, 09 | 6,812,543 | -27.25% |
| 31 Mar, 09 | 9,364,931 | -17.55% |
| 31 Dec, 08 | 11,357,673 | 86.47% |
| 30 Sep, 08 | 6,090,948 | 41.17% |
| 30 Jun, 08 | 4,314,765 | 31.89% |
| 31 Mar, 08 | 3,271,527 | -58.22% |
| 31 Dec, 07 | 7,830,907 | -17.79% |
| 30 Sep, 07 | 9,525,777 | 6.68% |
| 30 Jun, 07 | 8,928,930 | 33.12% |
| 31 Mar, 07 | 6,707,338 | -30.02% |
| 31 Dec, 06 | 9,584,171 | -0.78% |
| 30 Sep, 06 | 9,659,370 | -6.44% |
| 30 Jun, 06 | 10,323,751 | 19.76% |
| 31 Mar, 06 | 8,620,721 | 16.78% |
| 31 Dec, 05 | 7,382,142 | -34.12% |
| 30 Sep, 05 | 11,204,917 | 22.50% |
| 30 Jun, 05 | 9,146,994 | 32.75% |
| 31 Mar, 05 | 6,890,476 | 7.86% |
| 31 Dec, 04 | 6,388,605 | 30.15% |
| 30 Sep, 04 | 4,908,582 | -26.56% |
| 30 Jun, 04 | 6,683,949 | 121.74% |
| 31 Mar, 04 | 3,014,252 | 10.73% |
| 31 Dec, 03 | 2,722,238 | 80.24% |
| 30 Sep, 03 | 1,510,381 | -6.81% |
| 30 Jun, 03 | 1,620,810 | -18.00% |
| 31 Mar, 03 | 1,976,634 | -37.55% |
| 31 Dec, 02 | 3,164,951 | 29.65% |
| 30 Sep, 02 | 2,441,072 | 4.45% |
| 30 Jun, 02 | 2,337,022 | -55.49% |
| 31 Mar, 02 | 5,250,610 | 234.62% |
| 31 Dec, 01 | 1,569,126 | 29.00% |
| 30 Sep, 01 | 1,216,409 | -69.54% |
| 30 Jun, 01 | 3,993,040 | 7.05% |
| 31 Mar, 01 | 3,730,030 | 26.31% |
| 31 Dec, 00 | 2,953,000 | 4.16% |
| 30 Sep, 00 | 2,835,000 | -3.47% |
| 30 Jun, 00 | 2,936,800 | -14.16% |
| 31 Mar, 00 | 3,421,150 | -0.06% |
| 31 Dec, 99 | 3,423,180 | 0.90% |
| 30 Sep, 99 | 3,392,550 | -5.87% |
| 30 Jun, 99 | 3,604,200 | 11.26% |
| 31 Mar, 99 | 3,239,575 | - |
Helen of Troy (HELE) has 7.24M shares outstanding as of 30 Jun 24, down -71.87% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 30.33% | 0.26% |
| 31 Mar, 24 | 108.32% | 0.87% |
| 31 Dec, 23 | 111.61% | 0.88% |
| 30 Sep, 23 | 112.89% | 0.82% |
| 30 Jun, 23 | 117.43% | 0.85% |
| 31 Mar, 23 | 117.37% | 1.03% |
| 31 Dec, 22 | 106.65% | 1.06% |
| 30 Sep, 22 | 100.13% | 0.91% |
| 30 Jun, 22 | 104.90% | 0.96% |
| 31 Mar, 22 | 104.55% | 0.95% |
| 31 Dec, 21 | 104.87% | 0.93% |
| 30 Sep, 21 | 106.14% | 1.00% |
| 30 Jun, 21 | 102.96% | 0.93% |
| 31 Mar, 21 | 105.33% | 0.97% |
| 31 Dec, 20 | 104.07% | 1.05% |
| 30 Sep, 20 | 99.49% | 1.00% |
| 30 Jun, 20 | 99.52% | 1.03% |
| 31 Mar, 20 | 98.28% | 1.07% |
| 31 Dec, 19 | 95.82% | 1.05% |
| 30 Sep, 19 | 95.41% | 1.03% |
| 30 Jun, 19 | 96.12% | 0.96% |
| 31 Mar, 19 | 99.81% | 1.16% |
| 31 Dec, 18 | 92.93% | 1.01% |
| 30 Sep, 18 | 95.91% | 1.01% |
| 30 Jun, 18 | 97.30% | 1.07% |
| 31 Mar, 18 | 95.35% | 1.07% |
| 31 Dec, 17 | 94.31% | 1.08% |
| 30 Sep, 17 | 93.33% | 1.11% |
| 30 Jun, 17 | 91.77% | 1.13% |
| 31 Mar, 17 | 89.93% | 1.09% |
| 31 Dec, 16 | 90.82% | 1.02% |
| 30 Sep, 16 | 94.40% | 1.04% |
| 30 Jun, 16 | 95.40% | 1.04% |
| 31 Mar, 16 | 95.78% | 1.04% |
| 31 Dec, 15 | 96.01% | 0.61% |
| 30 Sep, 15 | 125.74% | 1.45% |
| 30 Jun, 15 | 93.25% | 1.04% |
| 31 Mar, 15 | 94.91% | 1.09% |
| 31 Dec, 14 | 93.53% | 1.04% |
| 30 Sep, 14 | 94.97% | 1.11% |
| 30 Jun, 14 | 92.45% | 1.30% |
| 31 Mar, 14 | 84.21% | 1.06% |
| 31 Dec, 13 | 89.17% | 1.27% |
| 30 Sep, 13 | 83.77% | 1.27% |
| 30 Jun, 13 | 81.26% | 6.72% |
| 31 Mar, 13 | 34.77% | 1.72% |
| 31 Dec, 12 | 45.02% | 2.42% |
| 30 Sep, 12 | 43.11% | 2.03% |
| 30 Jun, 12 | 46.12% | 1.65% |
| 31 Mar, 12 | 52.91% | 2.10% |
| 31 Dec, 11 | 50.20% | 2.08% |
| 30 Sep, 11 | 49.16% | 1.75% |
| 30 Jun, 11 | 52.94% | 3.28% |
| 31 Mar, 11 | 40.16% | 4.79% |
| 31 Dec, 10 | 28.95% | 3.13% |
| 30 Sep, 10 | 30.42% | 3.56% |
| 30 Jun, 10 | 29.22% | 4.29% |
| 31 Mar, 10 | 26.09% | 4.51% |
| 31 Dec, 09 | 24.04% | 4.44% |
| 30 Sep, 09 | 23.26% | 4.69% |
| 30 Jun, 09 | 22.28% | 2.30% |
| 31 Mar, 09 | 31.14% | 2.20% |
| 31 Dec, 08 | 37.61% | 9.25% |
| 30 Sep, 08 | 20.16% | 9.89% |
| 30 Jun, 08 | 14.28% | 12.49% |
| 31 Mar, 08 | 10.69% | 1.64% |
| 31 Dec, 07 | 25.50% | 2.62% |
| 30 Sep, 07 | 31.21% | 3.59% |
| 30 Jun, 07 | 29.47% | 5.94% |
| 31 Mar, 07 | 22.27% | 2.20% |
| 31 Dec, 06 | 31.78% | 3.07% |
| 30 Sep, 06 | 32.16% | 2.72% |
| 30 Jun, 06 | 34.39% | 4.14% |
| 31 Mar, 06 | 28.81% | 4.74% |
| 31 Dec, 05 | 24.66% | 1.76% |
| 30 Sep, 05 | 37.48% | 3.99% |
| 30 Jun, 05 | 30.64% | 6.82% |
| 31 Mar, 05 | 21.20% | 4.62% |
| 31 Dec, 04 | 21.43% | 7.88% |
| 30 Sep, 04 | 16.49% | 3.20% |
| 30 Jun, 04 | 22.70% | 20.09% |
| 31 Mar, 04 | 10.63% | 11.48% |
| 31 Dec, 03 | 9.62% | 33.71% |
| 30 Sep, 03 | 5.34% | 16.19% |
| 30 Jun, 03 | 5.75% | 11.69% |
| 31 Mar, 03 | 7.01% | 5.56% |
| 31 Dec, 02 | 11.23% | 14.97% |
| 30 Sep, 02 | 8.66% | 12.62% |
| 30 Jun, 02 | 8.29% | 2.37% |
| 31 Mar, 02 | 18.69% | 59.86% |
| 31 Dec, 01 | 5.59% | 29.76% |
| 30 Sep, 01 | 4.33% | 2.14% |
| 30 Jun, 01 | 14.23% | 8.08% |
| 31 Mar, 01 | 13.27% | 12.26% |
| 31 Dec, 00 | 10.40% | 10.50% |
| 30 Sep, 00 | 9.95% | 9.52% |
| 30 Jun, 00 | 10.23% | 7.38% |
| 31 Mar, 00 | 11.78% | 8.20% |
| 31 Dec, 99 | 11.98% | 8.71% |
| 30 Sep, 99 | 11.73% | 7.59% |
| 30 Jun, 99 | 12.43% | 9.47% |
| 31 Mar, 99 | 11.46% | - |
As of 30 Jun 24, Helen of Troy is held by 30.33% institutional shareholders, representing a 0.26% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 40 | -69.92% |
| 31 Mar, 24 | 133 | 13.68% |
| 31 Dec, 23 | 117 | 6.36% |
| 30 Sep, 23 | 110 | -3.51% |
| 30 Jun, 23 | 114 | -20.28% |
| 31 Mar, 23 | 143 | -1.38% |
| 31 Dec, 22 | 145 | 18.85% |
| 30 Sep, 22 | 122 | -13.48% |
| 30 Jun, 22 | 141 | 17.50% |
| 31 Mar, 22 | 120 | -9.77% |
| 31 Dec, 21 | 133 | 27.88% |
| 30 Sep, 21 | 104 | -1.89% |
| 30 Jun, 21 | 106 | -24.82% |
| 31 Mar, 21 | 141 | -6.00% |
| 31 Dec, 20 | 150 | -1.96% |
| 30 Sep, 20 | 153 | 22.40% |
| 30 Jun, 20 | 125 | -5.30% |
| 31 Mar, 20 | 132 | 2.33% |
| 31 Dec, 19 | 129 | 27.72% |
| 30 Sep, 19 | 101 | -2.88% |
| 30 Jun, 19 | 104 | -19.38% |
| 31 Mar, 19 | 129 | -15.13% |
| 31 Dec, 18 | 152 | 35.71% |
| 30 Sep, 18 | 112 | -8.20% |
| 30 Jun, 18 | 122 | 19.61% |
| 31 Mar, 18 | 102 | -13.56% |
| 31 Dec, 17 | 118 | 15.69% |
| 30 Sep, 17 | 102 | -13.56% |
| 30 Jun, 17 | 118 | 24.21% |
| 31 Mar, 17 | 95 | -5.00% |
| 31 Dec, 16 | 100 | -22.48% |
| 30 Sep, 16 | 129 | 10.26% |
| 30 Jun, 16 | 117 | -4.10% |
| 31 Mar, 16 | 122 | -3.17% |
| 31 Dec, 15 | 126 | 20.00% |
| 30 Sep, 15 | 105 | -7.89% |
| 30 Jun, 15 | 114 | 10.68% |
| 31 Mar, 15 | 103 | 9.57% |
| 31 Dec, 14 | 94 | 42.42% |
| 30 Sep, 14 | 66 | -23.26% |
| 30 Jun, 14 | 86 | -2.27% |
| 31 Mar, 14 | 88 | 12.82% |
| 31 Dec, 13 | 78 | -2.50% |
| 30 Sep, 13 | 80 | -30.43% |
| 30 Jun, 13 | 115 | 228.57% |
| 31 Mar, 13 | 35 | 40.00% |
| 31 Dec, 12 | 25 | 8.70% |
| 30 Sep, 12 | 23 | -25.81% |
| 30 Jun, 12 | 31 | -16.22% |
| 31 Mar, 12 | 37 | - |
| 31 Dec, 11 | 37 | 27.59% |
| 30 Sep, 11 | 29 | 3.57% |
| 30 Jun, 11 | 28 | -9.68% |
| 31 Mar, 11 | 31 | - |
| 31 Dec, 10 | 31 | 82.35% |
| 30 Sep, 10 | 17 | -32.00% |
| 30 Jun, 10 | 25 | 19.05% |
| 31 Mar, 10 | 21 | - |
| 31 Dec, 09 | 21 | 40.00% |
| 30 Sep, 09 | 15 | -48.28% |
| 30 Jun, 09 | 29 | 81.25% |
| 31 Mar, 09 | 16 | -27.27% |
| 31 Dec, 08 | 22 | -12.00% |
| 30 Sep, 08 | 25 | 4.17% |
| 30 Jun, 08 | 24 | 33.33% |
| 31 Mar, 08 | 18 | 28.57% |
| 31 Dec, 07 | 14 | 7.69% |
| 30 Sep, 07 | 13 | -35.00% |
| 30 Jun, 07 | 20 | 66.67% |
| 31 Mar, 07 | 12 | -42.86% |
| 31 Dec, 06 | 21 | 50.00% |
| 30 Sep, 06 | 14 | 16.67% |
| 30 Jun, 06 | 12 | 9.09% |
| 31 Mar, 06 | 11 | -35.29% |
| 31 Dec, 05 | 17 | - |
| 30 Sep, 05 | 17 | -5.56% |
| 30 Jun, 05 | 18 | - |
| 31 Mar, 05 | 18 | 20.00% |
| 31 Dec, 04 | 15 | 15.38% |
| 30 Sep, 04 | 13 | -43.48% |
| 30 Jun, 04 | 23 | 27.78% |
| 31 Mar, 04 | 18 | -10.00% |
| 31 Dec, 03 | 20 | 25.00% |
| 30 Sep, 03 | 16 | 128.57% |
| 30 Jun, 03 | 7 | -30.00% |
| 31 Mar, 03 | 10 | 42.86% |
| 31 Dec, 02 | 7 | -22.22% |
| 30 Sep, 02 | 9 | - |
| 30 Jun, 02 | 9 | 12.50% |
| 31 Mar, 02 | 8 | 33.33% |
| 31 Dec, 01 | 6 | -33.33% |
| 30 Sep, 01 | 9 | 50.00% |
| 30 Jun, 01 | 6 | 20.00% |
| 31 Mar, 01 | 5 | 150.00% |
| 31 Dec, 00 | 2 | - |
| 30 Sep, 00 | - | - |
| 30 Jun, 00 | - | -100.00% |
| 31 Mar, 00 | 3 | 50.00% |
| 31 Dec, 99 | 2 | -66.67% |
| 30 Sep, 99 | 6 | -40.00% |
| 30 Jun, 99 | 10 | 100.00% |
| 31 Mar, 99 | 5 | - |
40 institutional shareholders have increased their position in HELE stock as of 30 Jun 24 compared to 133 in the previous quarter (a -69.92% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 36 | -62.50% |
| 31 Mar, 24 | 96 | -9.43% |
| 31 Dec, 23 | 106 | 8.16% |
| 30 Sep, 23 | 98 | 8.89% |
| 30 Jun, 23 | 90 | 26.76% |
| 31 Mar, 23 | 71 | 2.90% |
| 31 Dec, 22 | 69 | -23.33% |
| 30 Sep, 22 | 90 | -16.67% |
| 30 Jun, 22 | 108 | -0.92% |
| 31 Mar, 22 | 109 | 10.10% |
| 31 Dec, 21 | 99 | -21.43% |
| 30 Sep, 21 | 126 | -5.26% |
| 30 Jun, 21 | 133 | -8.28% |
| 31 Mar, 21 | 145 | 15.08% |
| 31 Dec, 20 | 126 | 9.57% |
| 30 Sep, 20 | 115 | - |
| 30 Jun, 20 | 115 | 25.00% |
| 31 Mar, 20 | 92 | -14.81% |
| 31 Dec, 19 | 108 | -2.70% |
| 30 Sep, 19 | 111 | -11.90% |
| 30 Jun, 19 | 126 | 34.04% |
| 31 Mar, 19 | 94 | -2.08% |
| 31 Dec, 18 | 96 | -4.95% |
| 30 Sep, 18 | 101 | 36.49% |
| 30 Jun, 18 | 74 | -10.84% |
| 31 Mar, 18 | 83 | 3.75% |
| 31 Dec, 17 | 80 | 5.26% |
| 30 Sep, 17 | 76 | -2.56% |
| 30 Jun, 17 | 78 | -11.36% |
| 31 Mar, 17 | 88 | 17.33% |
| 31 Dec, 16 | 75 | -6.25% |
| 30 Sep, 16 | 80 | -10.11% |
| 30 Jun, 16 | 89 | 17.11% |
| 31 Mar, 16 | 76 | 1.33% |
| 31 Dec, 15 | 75 | - |
| 30 Sep, 15 | 75 | -6.25% |
| 30 Jun, 15 | 80 | 19.40% |
| 31 Mar, 15 | 67 | 9.84% |
| 31 Dec, 14 | 61 | -6.15% |
| 30 Sep, 14 | 65 | -5.80% |
| 30 Jun, 14 | 69 | -4.17% |
| 31 Mar, 14 | 72 | 41.18% |
| 31 Dec, 13 | 51 | -5.56% |
| 30 Sep, 13 | 54 | 184.21% |
| 30 Jun, 13 | 19 | 58.33% |
| 31 Mar, 13 | 12 | -14.29% |
| 31 Dec, 12 | 14 | -6.67% |
| 30 Sep, 12 | 15 | -21.05% |
| 30 Jun, 12 | 19 | 5.56% |
| 31 Mar, 12 | 18 | 28.57% |
| 31 Dec, 11 | 14 | -22.22% |
| 30 Sep, 11 | 18 | - |
| 30 Jun, 11 | 18 | 50.00% |
| 31 Mar, 11 | 12 | 71.43% |
| 31 Dec, 10 | 7 | -58.82% |
| 30 Sep, 10 | 17 | 41.67% |
| 30 Jun, 10 | 12 | -7.69% |
| 31 Mar, 10 | 13 | 62.50% |
| 31 Dec, 09 | 8 | -46.67% |
| 30 Sep, 09 | 15 | 36.36% |
| 30 Jun, 09 | 11 | - |
| 31 Mar, 09 | 11 | -21.43% |
| 31 Dec, 08 | 14 | 27.27% |
| 30 Sep, 08 | 11 | 57.14% |
| 30 Jun, 08 | 7 | - |
| 31 Mar, 08 | 7 | -30.00% |
| 31 Dec, 07 | 10 | - |
| 30 Sep, 07 | 10 | 42.86% |
| 30 Jun, 07 | 7 | -30.00% |
| 31 Mar, 07 | 10 | 25.00% |
| 31 Dec, 06 | 8 | 60.00% |
| 30 Sep, 06 | 5 | -28.57% |
| 30 Jun, 06 | 7 | 16.67% |
| 31 Mar, 06 | 6 | 100.00% |
| 31 Dec, 05 | 3 | - |
| 30 Sep, 05 | 3 | -62.50% |
| 30 Jun, 05 | 8 | 100.00% |
| 31 Mar, 05 | 4 | 300.00% |
| 31 Dec, 04 | 1 | -50.00% |
| 30 Sep, 04 | 2 | -60.00% |
| 30 Jun, 04 | 5 | -16.67% |
| 31 Mar, 04 | 6 | 100.00% |
| 31 Dec, 03 | 3 | -25.00% |
| 30 Sep, 03 | 4 | - |
| 30 Jun, 03 | 4 | - |
| 31 Mar, 03 | 4 | - |
| 31 Dec, 02 | 4 | 100.00% |
| 30 Sep, 02 | 2 | - |
| 30 Jun, 02 | 2 | 100.00% |
| 31 Mar, 02 | 1 | -50.00% |
| 31 Dec, 01 | 2 | - |
| 30 Sep, 01 | - | - |
| 30 Jun, 01 | - | - |
| 31 Mar, 01 | - | - |
| 31 Dec, 00 | - | - |
| 30 Sep, 00 | - | -100.00% |
| 30 Jun, 00 | 1 | -50.00% |
| 31 Mar, 00 | 2 | - |
| 31 Dec, 99 | 2 | - |
| 30 Sep, 99 | - | -100.00% |
| 30 Jun, 99 | 1 | - |
| 31 Mar, 99 | - | - |
36 institutional shareholders have reduced their position in HELE stock as of 30 Jun 24 compared to 96 in the previous quarter (a -62.50% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 107 | -62.98% | 7,239,332 | -71.87% | 30.33% | 0.26% | 40 | -69.92% | 36 | -62.50% |
| 31 Mar, 24 | 289 | 2.48% | 25,730,849 | -2.90% | 108.32% | 0.87% | 133 | 13.68% | 96 | -9.43% |
| 31 Dec, 23 | 282 | 6.02% | 26,498,883 | -1.86% | 111.61% | 0.88% | 117 | 6.36% | 106 | 8.16% |
| 30 Sep, 23 | 266 | -0.37% | 27,001,970 | -4.38% | 112.89% | 0.82% | 110 | -3.51% | 98 | 8.89% |
| 30 Jun, 23 | 267 | -1.48% | 28,239,896 | 0.28% | 117.43% | 0.85% | 114 | -20.28% | 90 | 26.76% |
| 31 Mar, 23 | 271 | 2.26% | 28,161,058 | 10.06% | 117.37% | 1.03% | 143 | -1.38% | 71 | 2.90% |
| 31 Dec, 22 | 265 | 3.52% | 25,586,475 | 6.61% | 106.65% | 1.06% | 145 | 18.85% | 69 | -23.33% |
| 30 Sep, 22 | 256 | -14.09% | 23,999,745 | -4.13% | 100.13% | 0.91% | 122 | -13.48% | 90 | -16.67% |
| 30 Jun, 22 | 298 | 5.30% | 25,034,423 | -0.82% | 104.90% | 0.96% | 141 | 17.50% | 108 | -0.92% |
| 31 Mar, 22 | 283 | -4.07% | 25,241,619 | -0.24% | 104.55% | 0.95% | 120 | -9.77% | 109 | 10.10% |
| 31 Dec, 21 | 295 | 0.68% | 25,303,019 | -1.09% | 104.87% | 0.93% | 133 | 27.88% | 99 | -21.43% |
| 30 Sep, 21 | 293 | -1.01% | 25,581,620 | 2.04% | 106.14% | 1.00% | 104 | -1.89% | 126 | -5.26% |
| 30 Jun, 21 | 296 | -11.11% | 25,070,863 | -4.73% | 102.96% | 0.93% | 106 | -24.82% | 133 | -8.28% |
| 31 Mar, 21 | 333 | 5.05% | 26,316,315 | 1.29% | 105.33% | 0.97% | 141 | -6.00% | 145 | 15.08% |
| 31 Dec, 20 | 317 | -0.31% | 25,980,128 | 3.11% | 104.07% | 1.05% | 150 | -1.96% | 126 | 9.57% |
| 30 Sep, 20 | 318 | 13.57% | 25,195,302 | 0.25% | 99.49% | 1.00% | 153 | 22.40% | 115 | - |
| 30 Jun, 20 | 280 | 2.19% | 25,132,344 | 1.57% | 99.52% | 1.03% | 125 | -5.30% | 115 | 25.00% |
| 31 Mar, 20 | 274 | -5.52% | 24,742,708 | 2.63% | 98.28% | 1.07% | 132 | 2.33% | 92 | -14.81% |
| 31 Dec, 19 | 290 | 10.27% | 24,108,466 | 0.60% | 95.82% | 1.05% | 129 | 27.72% | 108 | -2.70% |
| 30 Sep, 19 | 263 | -5.05% | 23,963,587 | -0.35% | 95.41% | 1.03% | 101 | -2.88% | 111 | -11.90% |
| 30 Jun, 19 | 277 | 0.36% | 24,047,104 | -4.88% | 96.12% | 0.96% | 104 | -19.38% | 126 | 34.04% |
| 31 Mar, 19 | 276 | -7.38% | 25,281,358 | 4.41% | 99.81% | 1.16% | 129 | -15.13% | 94 | -2.08% |
| 31 Dec, 18 | 298 | 9.96% | 24,214,571 | -4.22% | 92.93% | 1.01% | 152 | 35.71% | 96 | -4.95% |
| 30 Sep, 18 | 271 | 4.63% | 25,280,694 | -2.03% | 95.91% | 1.01% | 112 | -8.20% | 101 | 36.49% |
| 30 Jun, 18 | 259 | 7.02% | 25,803,902 | 1.83% | 97.30% | 1.07% | 122 | 19.61% | 74 | -10.84% |
| 31 Mar, 18 | 242 | 2.11% | 25,340,174 | -0.90% | 95.35% | 1.07% | 102 | -13.56% | 83 | 3.75% |
| 31 Dec, 17 | 237 | 8.72% | 25,569,906 | 0.60% | 94.31% | 1.08% | 118 | 15.69% | 80 | 5.26% |
| 30 Sep, 17 | 218 | -6.44% | 25,416,266 | 2.29% | 93.33% | 1.11% | 102 | -13.56% | 76 | -2.56% |
| 30 Jun, 17 | 233 | 6.39% | 24,847,976 | 0.40% | 91.77% | 1.13% | 118 | 24.21% | 78 | -11.36% |
| 31 Mar, 17 | 219 | 0.92% | 24,749,323 | -0.84% | 89.93% | 1.09% | 95 | -5.00% | 88 | 17.33% |
| 31 Dec, 16 | 217 | -10.70% | 24,959,610 | -5.04% | 90.82% | 1.02% | 100 | -22.48% | 75 | -6.25% |
| 30 Sep, 16 | 243 | 1.25% | 26,285,198 | -0.79% | 94.40% | 1.04% | 129 | 10.26% | 80 | -10.11% |
| 30 Jun, 16 | 240 | 3.90% | 26,495,124 | -2.16% | 95.40% | 1.04% | 117 | -4.10% | 89 | 17.11% |
| 31 Mar, 16 | 231 | -1.70% | 27,078,994 | 0.27% | 95.78% | 1.04% | 122 | -3.17% | 76 | 1.33% |
| 31 Dec, 15 | 235 | 13.53% | 27,007,194 | -24.46% | 96.01% | 0.61% | 126 | 20.00% | 75 | - |
| 30 Sep, 15 | 207 | -8.41% | 35,752,883 | 34.43% | 125.74% | 1.45% | 105 | -7.89% | 75 | -6.25% |
| 30 Jun, 15 | 226 | 15.90% | 26,595,077 | -1.43% | 93.25% | 1.04% | 114 | 10.68% | 80 | 19.40% |
| 31 Mar, 15 | 195 | 7.14% | 26,980,402 | 1.53% | 94.91% | 1.09% | 103 | 9.57% | 67 | 9.84% |
| 31 Dec, 14 | 182 | 13.04% | 26,574,547 | -1.48% | 93.53% | 1.04% | 94 | 42.42% | 61 | -6.15% |
| 30 Sep, 14 | 161 | -12.97% | 26,973,416 | 0.25% | 94.97% | 1.11% | 66 | -23.26% | 65 | -5.80% |
| 30 Jun, 14 | 185 | 0.54% | 26,906,764 | -0.99% | 92.45% | 1.30% | 86 | -2.27% | 69 | -4.17% |
| 31 Mar, 14 | 184 | 12.20% | 27,175,309 | -4.90% | 84.21% | 1.06% | 88 | 12.82% | 72 | 41.18% |
| 31 Dec, 13 | 164 | 1.23% | 28,575,662 | 6.62% | 89.17% | 1.27% | 78 | -2.50% | 51 | -5.56% |
| 30 Sep, 13 | 162 | 5.19% | 26,800,782 | 3.37% | 83.77% | 1.27% | 80 | -30.43% | 54 | 184.21% |
| 30 Jun, 13 | 154 | 161.02% | 25,927,435 | 134.86% | 81.26% | 6.72% | 115 | 228.57% | 19 | 58.33% |
| 31 Mar, 13 | 59 | 20.41% | 11,039,637 | -22.83% | 34.77% | 1.72% | 35 | 40.00% | 12 | -14.29% |
| 31 Dec, 12 | 49 | 4.26% | 14,306,495 | 4.55% | 45.02% | 2.42% | 25 | 8.70% | 14 | -6.67% |
| 30 Sep, 12 | 47 | -21.67% | 13,683,445 | -6.40% | 43.11% | 2.03% | 23 | -25.81% | 15 | -21.05% |
| 30 Jun, 12 | 60 | -1.64% | 14,619,494 | -12.62% | 46.12% | 1.65% | 31 | -16.22% | 19 | 5.56% |
| 31 Mar, 12 | 61 | 1.67% | 16,731,683 | 5.50% | 52.91% | 2.10% | 37 | - | 18 | 28.57% |
| 31 Dec, 11 | 60 | 5.26% | 15,858,690 | 3.08% | 50.20% | 2.08% | 37 | 27.59% | 14 | -22.22% |
| 30 Sep, 11 | 57 | 3.64% | 15,384,303 | -5.82% | 49.16% | 1.75% | 29 | 3.57% | 18 | - |
| 30 Jun, 11 | 55 | 12.24% | 16,334,871 | 32.61% | 52.94% | 3.28% | 28 | -9.68% | 18 | 50.00% |
| 31 Mar, 11 | 49 | 16.67% | 12,317,974 | 38.80% | 40.16% | 4.79% | 31 | - | 12 | 71.43% |
| 31 Dec, 10 | 42 | 2.44% | 8,874,866 | -4.74% | 28.95% | 3.13% | 31 | 82.35% | 7 | -58.82% |
| 30 Sep, 10 | 41 | -2.38% | 9,316,896 | 4.09% | 30.42% | 3.56% | 17 | -32.00% | 17 | 41.67% |
| 30 Jun, 10 | 42 | 2.44% | 8,950,730 | 13.53% | 29.22% | 4.29% | 25 | 19.05% | 12 | -7.69% |
| 31 Mar, 10 | 41 | 17.14% | 7,884,102 | 8.02% | 26.09% | 4.51% | 21 | - | 13 | 62.50% |
| 31 Dec, 09 | 35 | -12.50% | 7,299,050 | 4.25% | 24.04% | 4.44% | 21 | 40.00% | 8 | -46.67% |
| 30 Sep, 09 | 40 | -11.11% | 7,001,431 | 2.77% | 23.26% | 4.69% | 15 | -48.28% | 15 | 36.36% |
| 30 Jun, 09 | 45 | 28.57% | 6,812,543 | -27.25% | 22.28% | 2.30% | 29 | 81.25% | 11 | - |
| 31 Mar, 09 | 35 | -18.60% | 9,364,931 | -17.55% | 31.14% | 2.20% | 16 | -27.27% | 11 | -21.43% |
| 31 Dec, 08 | 43 | - | 11,357,673 | 86.47% | 37.61% | 9.25% | 22 | -12.00% | 14 | 27.27% |
| 30 Sep, 08 | 43 | 22.86% | 6,090,948 | 41.17% | 20.16% | 9.89% | 25 | 4.17% | 11 | 57.14% |
| 30 Jun, 08 | 35 | 25.00% | 4,314,765 | 31.89% | 14.28% | 12.49% | 24 | 33.33% | 7 | - |
| 31 Mar, 08 | 28 | 12.00% | 3,271,527 | -58.22% | 10.69% | 1.64% | 18 | 28.57% | 7 | -30.00% |
| 31 Dec, 07 | 25 | - | 7,830,907 | -17.79% | 25.50% | 2.62% | 14 | 7.69% | 10 | - |
| 30 Sep, 07 | 25 | -21.88% | 9,525,777 | 6.68% | 31.21% | 3.59% | 13 | -35.00% | 10 | 42.86% |
| 30 Jun, 07 | 32 | 23.08% | 8,928,930 | 33.12% | 29.47% | 5.94% | 20 | 66.67% | 7 | -30.00% |
| 31 Mar, 07 | 26 | -13.33% | 6,707,338 | -30.02% | 22.27% | 2.20% | 12 | -42.86% | 10 | 25.00% |
| 31 Dec, 06 | 30 | 42.86% | 9,584,171 | -0.78% | 31.78% | 3.07% | 21 | 50.00% | 8 | 60.00% |
| 30 Sep, 06 | 21 | -8.70% | 9,659,370 | -6.44% | 32.16% | 2.72% | 14 | 16.67% | 5 | -28.57% |
| 30 Jun, 06 | 23 | - | 10,323,751 | 19.76% | 34.39% | 4.14% | 12 | 9.09% | 7 | 16.67% |
| 31 Mar, 06 | 23 | -8.00% | 8,620,721 | 16.78% | 28.81% | 4.74% | 11 | -35.29% | 6 | 100.00% |
| 31 Dec, 05 | 25 | 4.17% | 7,382,142 | -34.12% | 24.66% | 1.76% | 17 | - | 3 | - |
| 30 Sep, 05 | 24 | -17.24% | 11,204,917 | 22.50% | 37.48% | 3.99% | 17 | -5.56% | 3 | -62.50% |
| 30 Jun, 05 | 29 | 16.00% | 9,146,994 | 32.75% | 30.64% | 6.82% | 18 | - | 8 | 100.00% |
| 31 Mar, 05 | 25 | 25.00% | 6,890,476 | 7.86% | 21.20% | 4.62% | 18 | 20.00% | 4 | 300.00% |
| 31 Dec, 04 | 20 | -13.04% | 6,388,605 | 30.15% | 21.43% | 7.88% | 15 | 15.38% | 1 | -50.00% |
| 30 Sep, 04 | 23 | -30.30% | 4,908,582 | -26.56% | 16.49% | 3.20% | 13 | -43.48% | 2 | -60.00% |
| 30 Jun, 04 | 33 | 17.86% | 6,683,949 | 121.74% | 22.70% | 20.09% | 23 | 27.78% | 5 | -16.67% |
| 31 Mar, 04 | 28 | 7.69% | 3,014,252 | 10.73% | 10.63% | 11.48% | 18 | -10.00% | 6 | 100.00% |
| 31 Dec, 03 | 26 | 18.18% | 2,722,238 | 80.24% | 9.62% | 33.71% | 20 | 25.00% | 3 | -25.00% |
| 30 Sep, 03 | 22 | 57.14% | 1,510,381 | -6.81% | 5.34% | 16.19% | 16 | 128.57% | 4 | - |
| 30 Jun, 03 | 14 | -17.65% | 1,620,810 | -18.00% | 5.75% | 11.69% | 7 | -30.00% | 4 | - |
| 31 Mar, 03 | 17 | 13.33% | 1,976,634 | -37.55% | 7.01% | 5.56% | 10 | 42.86% | 4 | - |
| 31 Dec, 02 | 15 | 7.14% | 3,164,951 | 29.65% | 11.23% | 14.97% | 7 | -22.22% | 4 | 100.00% |
| 30 Sep, 02 | 14 | 7.69% | 2,441,072 | 4.45% | 8.66% | 12.62% | 9 | - | 2 | - |
| 30 Jun, 02 | 13 | 8.33% | 2,337,022 | -55.49% | 8.29% | 2.37% | 9 | 12.50% | 2 | 100.00% |
| 31 Mar, 02 | 12 | 9.09% | 5,250,610 | 234.62% | 18.69% | 59.86% | 8 | 33.33% | 1 | -50.00% |
| 31 Dec, 01 | 11 | 10.00% | 1,569,126 | 29.00% | 5.59% | 29.76% | 6 | -33.33% | 2 | - |
| 30 Sep, 01 | 10 | 42.86% | 1,216,409 | -69.54% | 4.33% | 2.14% | 9 | 50.00% | - | - |
| 30 Jun, 01 | 7 | 40.00% | 3,993,040 | 7.05% | 14.23% | 8.08% | 6 | 20.00% | - | - |
| 31 Mar, 01 | 5 | 150.00% | 3,730,030 | 26.31% | 13.27% | 12.26% | 5 | 150.00% | - | - |
| 31 Dec, 00 | 2 | 100.00% | 2,953,000 | 4.16% | 10.40% | 10.50% | 2 | - | - | - |
| 30 Sep, 00 | 1 | -75.00% | 2,835,000 | -3.47% | 9.95% | 9.52% | - | - | - | -100.00% |
| 30 Jun, 00 | 4 | -50.00% | 2,936,800 | -14.16% | 10.23% | 7.38% | - | -100.00% | 1 | -50.00% |
| 31 Mar, 00 | 8 | 33.33% | 3,421,150 | -0.06% | 11.78% | 8.20% | 3 | 50.00% | 2 | - |
| 31 Dec, 99 | 6 | -45.45% | 3,423,180 | 0.90% | 11.98% | 8.71% | 2 | -66.67% | 2 | - |
| 30 Sep, 99 | 11 | - | 3,392,550 | -5.87% | 11.73% | 7.59% | 6 | -40.00% | - | -100.00% |
| 30 Jun, 99 | 11 | 120.00% | 3,604,200 | 11.26% | 12.43% | 9.47% | 10 | 100.00% | 1 | - |
| 31 Mar, 99 | 5 | - | 3,239,575 | - | 11.46% | - | 5 | - | - | - |
Helen of Troy Insider Shareholders Trades
Open Market Insider Trades
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Helen of Troy's stock was made by JUDGE TESSA on May 21 2024, selling 4 shares at $108.88 per share (valued at $435.52).
Helen of Troy Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | 8 | 2 | 400.00% |
| Q1 2024 | 12 | 6 | 200.00% |
| Q4 2023 | 9 | - | - |
| Q3 2023 | 8 | 1 | 800.00% |
| Q2 2023 | 13 | 9 | 144.44% |
| Q1 2023 | 11 | 4 | 275.00% |
| Q4 2022 | 8 | - | - |
| Q3 2022 | 8 | - | - |
| Q2 2022 | 15 | 9 | 166.67% |
| Q1 2022 | 9 | 2 | 450.00% |
| Q4 2021 | 11 | 13 | 84.62% |
| Q3 2021 | 7 | 16 | 43.75% |
| Q2 2021 | 22 | 22 | 100.00% |
| Q1 2021 | 9 | 6 | 150.00% |
| Q4 2020 | 10 | 4 | 250.00% |
| Q3 2020 | 7 | 31 | 22.58% |
| Q2 2020 | 33 | 28 | 117.86% |
| Q1 2020 | 9 | 9 | 100.00% |
| Q4 2019 | 9 | - | - |
| Q3 2019 | 9 | 8 | 112.50% |
8 total buy trades, and 2 total sell trades (buy/sell ratio of 4.00%) were made by Helen of Troy's insiders, as of Q2 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | - | - | - |
| Q1 2024 | - | - | - |
| Q4 2023 | - | - | - |
| Q3 2023 | - | - | - |
| Q2 2023 | 2 | 1 | 200.00% |
| Q1 2023 | - | - | - |
| Q4 2022 | - | - | - |
| Q3 2022 | - | - | - |
| Q2 2022 | - | 1 | - |
| Q1 2022 | - | - | - |
| Q4 2021 | - | 5 | - |
| Q3 2021 | - | 13 | - |
| Q2 2021 | - | 10 | - |
| Q1 2021 | - | - | - |
| Q4 2020 | - | - | - |
| Q3 2020 | - | 29 | - |
| Q2 2020 | - | 6 | - |
| Q1 2020 | - | - | - |
| Q4 2019 | - | - | - |
| Q3 2019 | - | 7 | - |
As of Q2 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Helen of Troy's stocks.
HELE Ownership FAQ
Who Owns Helen of Troy?
Helen of Troy is owned by institutional shareholders (30.33%), insiders (1.21%), and public (68.46%). The largest institutional shareholder of Helen of Troy is FMR LLC (14.59% of total shares) and the top mutual fund owner is SCHRODER GLOBAL SERIES TRUST (0.91% of total shares).
Who are the major institutional shareholders of Helen of Troy?
Helen of Troy's major institutional shareholders are FMR LLC, BLACKROCK INC., VANGUARD GROUP INC, COOKE & BIELER LP, and DIMENSIONAL FUND ADVISORS LP. The top five shareholders own together 49.21% of the company's share outstanding.
How many Helen of Troy shareholders are there?
As of Jun 2024, there are 107 institutional shareholders of Helen of Troy.
What percentage of Helen of Troy is owned by FMR LLC?
FMR LLC owns 3.48M shares of Helen of Troy, representing 14.59% of the company's total shares outstanding, valued at $322.97M (as of Jun 2024).
What percentage of Helen of Troy is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 2.81M shares of Helen of Troy (HELE), compromising 11.78% of the company, valued at $260.7M.
What percentage of Helen of Troy is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC is the third largest holder of Helen of Troy. The company owns 2.38M of the company's shares outstanding (worth $220.95M).