HELE Institutional Ownership
Who owns Helen of Troy Ltd and what the big funds did with it last quarter, from every SEC 13F filing. 202 funds reported holding HELE at Jun 30, 2026, together owning 95.9% of the company.
- ▲124 buying vs 79 selling
- ▲Held by funds +5.6 pts
- ▲Funds holding +12
- ▲Superinvestors: 3 added, 0 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 202 | 190 | +6.3% |
| In funds' top 10 | 0 | 0 | – |
| 13F shares | 22.4M | 21.1M | +6.2% |
| Held by funds | 95.9% | 90.3% | +5.6 pts |
| New positions | 46 | 36 | +27.8% |
| Increased | 78 | 63 | +23.8% |
| Reduced | 46 | 60 | −23.3% |
| Sold out | 33 | 44 | −25.0% |
| Calls (shares) | 94K | 124K | −24.1% |
| Puts (shares) | 142K | 231K | −38.5% |
| Put/call ratio | 1.03 | 1.86 | −44.5% |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in HELE
All superinvestors →
Who owns HELE
share of fund held shares- Index and passive funds28.9%
- Active managers and hedge funds54.8%
- Banks and brokers15.3%
- Pensions, insurers and other1.0%
The top 10 holders own 43.5% of all HELE shares that funds reported. Groups are our own grouping of filers by name.
Put/call ratio
funds' options, market makers left outAbove 1 means funds hold more puts than calls, a sign of hedging or bets on a fall. Options are valued at the underlying shares.
Filed so far for Q3 2026
30 funds changed their position- Y-Intercept (Hong Kong) LtdTrimmed−48K sh
- Pzena Investment Management LLCTrimmed−30K sh
- Strs OhioAdded+16K sh
- Counterpoint Mutual Funds LLCSold out−14K sh
- Wedge Capital Management L L P/ncAdded+14K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 8.05% | 1.9M | $54.7M | +137K |
| 2 | AQR Capital Management LLC | 5.65% | 1.3M | $37.1M | +560K |
| 3 | Vanguard Capital Management LLC | 4.25% | 994K | $28.9M | −13K |
| 4 | Bank of America Corp /de/ | 4.08% | 955K | $27.7M | +348K |
| 5 | D. E. Shaw & Co., Inc. | 3.52% | 824K | $24M | +60K |
| 6 | Wellington Management Group LLP | 3.52% | 824K | $24M | +93K |
| 7 | Charles Schwab Investment Management Inc | 3.43% | 802K | $23.3M | −122K |
| 8 | Millennium Management LLC | 3.33% | 780K | $22.7M | +636K |
| 9 | Dimensional Fund Advisors LP | 2.96% | 693K | $20.1M | +194K |
| 10 | Ameriprise Financial Inc | 2.90% | 679K | $19.7M | +38K |
- Millennium Management LLC+636K sh+$18.5M
- AQR Capital Management LLC+560K sh+$15.7M
- American Century Companies Inc+394K sh+$11.4M
- Woodline Partners LP+367K sh+$10.7M
- Bank of America Corp /de/+348K sh+$10.1M
- Susquehanna International Group, LLP+200K sh+$5.8M
- Dimensional Fund Advisors LP+194K sh+$5.6M
- Renaissance Technologies LLC+165K sh+$4.8M
- Rwwm, Inc.−699K sh−$20.3M
- Paradigm Capital Management Inc/ny−439K sh−$12.8M
- Invenomic Capital Management LP−292K sh−$8.5M
- Goldman Sachs Group Inc−229K sh−$6.6M
- Rubric Capital Management LP−366K sh−$5.3M
- Barclays PLC−151K sh−$4.4M
- Jpmorgan Chase & Co−147K sh−$4.2M
- Balyasny Asset Management L.P.−257K sh−$3.7M
HELE institutional ownership FAQ
Who owns the most HELE stock?
In Q2 2026 13F filings the largest holder of HELE was BlackRock, Inc., followed by AQR Capital Management LLC and Vanguard Capital Management LLC. Index fund managers are usually the biggest holders of large companies.
What percentage of HELE is owned by institutions?
Funds that file 13F reports held 95.9% of HELE's shares at Jun 30, 2026, compared with 90.3% a quarter earlier. That counts every manager with more than $100 million in US stocks.
Are hedge funds buying HELE?
In Q2 2026, 124 funds bought HELE (46 of them new positions) and 79 sold (33 sold out completely). Among well known investors, 3 added and 0 cut. Our fund sentiment for HELE is strongly bullish.
What is HELE's institutional put/call ratio?
Funds reported $2.8M of HELE puts against $2.7M of calls, a put/call ratio of 1.03 (1.86 the quarter before). Market makers and bank trading desks are left out, since their options are mostly hedges.
How current is this HELE ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.