Helen of Troy Ownership | Who Owns Helen of Troy?

Overview Forecast RevenueFinancials Chart Transcripts

Helen of Troy Ownership Summary

Helen of Troy is owned by 102.92% institutional investors, 1.21% insiders. Fmr is the largest institutional shareholder, holding 14.59% of HELE shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.36% of its assets in Helen of Troy shares.

HELE Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Helen of Troy	102.92%	1.21%	-4.12%
Sector	Consumer Defensive Stocks	48.72%	12.99%	38.29%
Industry	Household & Personal Products Stocks	58.01%	12.51%	29.48%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Fmr	3.48M	14.59%	$322.97M
Blackrock	2.81M	11.78%	$260.70M
Vanguard group	2.38M	9.98%	$220.95M
Dimensional fund advisors lp	1.15M	4.83%	$106.97M
Allspring global investments	878.34K	3.68%	$81.46M
State street	863.10K	3.62%	$80.04M
Earnest partners	666.26K	2.79%	$61.79M
Geode capital management	583.68K	2.45%	$54.14M
Macquarie group	518.42K	2.17%	$48.08M
Capital investors	421.92K	1.77%	$39.13M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Qsv equity investors	12.24K	1.18%	$1.14M
Nierenberg investment management company	13.08K	0.68%	$1.21M
Systematic financial management lp	193.87K	0.55%	$17.98M
Ambassador advisors	30.84K	0.52%	$2.86M
Cardinal capital management llc /ct	19.33K	0.49%	$1.79M
Azzad asset management inc /adv	31.49K	0.34%	$2.92M
Earnest partners	666.26K	0.29%	$61.79M
Gladstone institutional advisory	54.71K	0.26%	$5.07M
Chartwell investment partners	62.51K	0.20%	$5.80M
Wellington shields capital management	11.80K	0.20%	$1.09M

Top Buyers

Holder	Shares	% Assets	Change
William blair investment management	320.78K	0.08%	320.78K
Norges bank	286.63K	0.00%	286.63K
Invesco	194.31K	0.00%	141.40K
Dimensional fund advisors lp	1.15M	0.03%	102.77K
Capital investors	421.92K	0.01%	61.82K

Top Sellers

Holder	Shares	% Assets	Change
Cooke & bieler lp	-	-	-1.91M
Capital research global investors	-	-	-1.09M
Jpmorgan chase	77.97K	0.00%	-707.50K
Snyder capital management l p	-	-	-629.90K
Capital world investors	-	-	-600.00K

New Positions

Holder	Shares	% Assets	Change	Value
William blair investment management	320.78K	0.08%	320.78K	$29.75M
Norges bank	286.63K	0.00%	286.63K	$26.58M
Nordea investment management ab	48.68K	0.01%	48.68K	$4.57M
Corebridge financial	42.73K	0.02%	42.73K	$3.96M
Mirae asset global etfs	12.05K	0.00%	12.05K	$1.12M

Sold Out

Holder	Change
Tfc financial management	-1.00
Toronto dominion bank	-1.00
Glen eagle advisors	-2.00
Cva family office	-5.00
Geneos wealth management	-6.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2024	272	-6.21%	24,561,538	-4.55%	102	0.88%	115	-13.53%	91	-5.21%
Mar 31, 2024	290	2.11%	25,731,104	-2.90%	108	0.87%	133	12.71%	96	-9.43%
Dec 31, 2023	284	5.97%	26,499,071	-1.86%	111	0.88%	118	6.31%	106	7.07%
Sep 30, 2023	268	-0.74%	27,002,128	-5.06%	112	0.81%	111	-4.31%	99	8.79%
Jun 30, 2023	270	-0.74%	28,441,184	0.99%	118	0.86%	116	-18.88%	91	28.17%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	1.45M	6.36%	1.50K
Fidelity Low-Priced Stock	1.40M	6.15%	6.98K
Pacer US Small Cap Cash Cows 100 ETF	1.06M	4.62%	-272.00
Vanguard Total Stock Mkt Idx Inv	754.36K	3.30%	1.17K
American Funds SMALLCAP World A	653.84K	2.87%	-200.00K
Vanguard Selected Value Inv	642.85K	2.82%	-
iShares Russell 2000 ETF	585.07K	2.56%	-1.32K
Vanguard Small Cap Index	573.00K	2.51%	1.10K
Vanguard Small Cap Value Index Inv	386.54K	1.69%	-132.00
Delaware Small Cap Core I	379.13K	1.66%	-2.35K

Recent Insider Transactions

Date	Name	Role	Activity	Value
May 11, 2023	Grass Brian	Chief Financial Officer	Buy	$336.40K
May 11, 2023	Grass Brian	Chief Financial Officer	Sell	$17.39K
May 11, 2023	Grass Brian	Chief Financial Officer	Buy	$144.24K
May 05, 2022	ABROMOVITZ GARY B		Sell	$216.94K
Nov 12, 2021	Mininberg Julien	Chief Executive Officer	Sell	$886.38K

Insider Transactions Trends

Date	Buy	Sell
2024 Q3	-	-
2024 Q2	-	-
2024 Q1	-	-
2023 Q4	-	-
2023 Q3	-	-

HELE Ownership FAQ

Who Owns Helen of Troy?

Helen of Troy shareholders are primarily institutional investors at 102.92%, followed by 1.21% insiders and -4.13% retail investors. The average institutional ownership in Helen of Troy's industry, Household & Personal Products Stocks , is 58.01%, which Helen of Troy exceeds.

Who owns the most shares of Helen of Troy?

Helen of Troy’s largest shareholders are Fmr (3.48M shares, 14.59%), Blackrock (2.81M shares, 11.78%), and Vanguard group (2.38M shares, 9.98%). Together, they hold 36.35% of Helen of Troy’s total shares outstanding.

Does Blackrock own Helen of Troy?

Yes, BlackRock owns 11.78% of Helen of Troy, totaling 2.81M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 260.7M$. In the last quarter, BlackRock decreased its holdings by -8.751K shares, a -0.31% change.

Who is Helen of Troy’s biggest shareholder by percentage of total assets invested?

Qsv equity investors is Helen of Troy’s biggest shareholder by percentage of total assets invested, with 1.18% of its assets in 12.24K Helen of Troy shares, valued at 1.14M$.

Who is the top mutual fund holder of Helen of Troy shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of Helen of Troy shares, with 6.36% of its total shares outstanding invested in 1.45M Helen of Troy shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools