Security record · archived quarter
HELE
Helen of Troy Limited · Consumer Defensive · Household & Personal Products
75Tracked holders
+2Δ holders
16.14MShares held
$343.05MReported value
+3New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +2.7% ·
share flow -11.0% ·
net new positions +2.7%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 36.86K | $978,686 | n/a | n/a |
| Q2 2026 | 76 | +3 | 15.88M | $459.58M | +9 | −6 |
| Q1 2026 | 75 | 0 | 13.50M | $194.53M | +8 | −8 |
| Q4 2025 | 75 | +2 | 16.14M | $343.05M | +3 | −1 |
| Q3 2025 | 16 | 0 | 11.02M | $277.82M | +2 | −2 |
| Q2 2025 | 13 | -3 | 11.60M | $329.04M | n/a | −3 |
| Q1 2025 | 13 | 0 | 3.01M | $161.06M | +2 | −2 |
| Q4 2024 | 13 | -1 | 2.92M | $174.63M | +1 | −2 |
| Q3 2024 | 13 | -2 | 2.14M | $132.59M | n/a | −2 |
| Q2 2024 | 15 | n/a | 2.50M | $232.26M | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 1.76M | -48.8% | $37.43M | 0.0% | ▼ Trim | 3 | SEC ↗ ×9 |
| 2 | The Vanguard Group ✦ (passive) | 1.53M | -28.7% | $32.45M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 3 | Millennium Management ✦ | 1.05M | +149.2% | $22.30M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Charles Schwab Investment… | 881.34K | n/a | $18.73M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 784.87K | n/a | $16.68M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Wellington Management ✦ | 756.91K | +1.3% | $16.08M | 0.0% | ▲ Add | 7 | SEC ↗ ×4 |
| 7 | D. E. Shaw & Co. ✦ | 748.78K | -21.0% | $15.91M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 8 | Dimensional Fund Advisors Lp | 700.60K | n/a | $14.89M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 9 | Bank Of America Corp /De/ | 648.55K | n/a | $13.78M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 10 | UBS Group AG | 616.99K | n/a | $13.11M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Geode Capital Management ✦ (passive) | 557.23K | +10.0% | $11.84M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 12 | Goldman Sachs Group ✦ | 511.63K | -24.1% | $10.87M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 13 | State Street Global Advisors ✦ (passive) | 488.52K | -45.6% | $10.38M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 14 | Two Sigma Investments ✦ | 396.99K | +113.7% | $8.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Hotchkis & Wiley Capital Management… | 392.67K | n/a | $8.34M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 374.57K | +16.3% | $7.96M | 0.0% | ▲ Add | 2 | SEC ↗ ×9 |
| 17 | Jane Street Group, Llc | 288.94K | n/a | $6.14M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Federated Hermes, Inc. | 273.89K | n/a | $5.82M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Capital International Investors | 269.60K | n/a | $5.73M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Healthcare Of Ontario Pension Plan… | 231.39K | n/a | $4.92M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 223.52K | +502.3% | $4.75M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 22 | Northern Trust Corp | 190.31K | n/a | $4.04M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 23 | JPMorgan Chase ✦ | 182.12K | -62.4% | $3.87M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 24 | AQR Capital Management ✦ | 177.29K | -0.7% | $3.77M | 0.0% | ▼ Trim | 7 | SEC ↗ ×5 |
| 25 | Envestnet Asset Management Inc | 164.96K | n/a | $3.51M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Marshall Wace ✦ | 156.09K | New | $3.32M | 0.0% | New | 1 | SEC ↗ ×3 |
| 27 | Squarepoint Ops LLC | 148.39K | n/a | $3.15M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Franklin Resources Inc | 144.74K | n/a | $3.08M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 29 | Wells Fargo & Company/Mn | 137.34K | n/a | $2.92M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 30 | Barclays Plc | 114.55K | n/a | $2.43M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 31 | Invesco Ltd. | 112.49K | n/a | $2.39M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 32 | Bank of New York Mellon Corp | 81.03K | n/a | $1.72M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 33 | Balyasny Asset Management L.P. | 79.07K | n/a | $1.68M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Point72 Asset Management ✦ | 74.12K | New | $1.57M | 0.0% | New | 1 | SEC ↗ |
| 35 | Susquehanna International Group, Llp | 68.10K | n/a | $1.45M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Russell Investments Group, Ltd. | 57.19K | n/a | $1.22M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 37 | Nuveen, LLC | 56.22K | n/a | $1.19M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 38 | BNP Paribas Asset Management… | 54.62K | n/a | $1.16M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Principal Financial Group Inc | 47.43K | n/a | $1.01M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 40 | American Century Companies Inc | 46.96K | n/a | $997,943 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Prudential Financial Inc | 45.28K | n/a | $962,264 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 42 | Sei Investments Co | 44.34K | n/a | $942,294 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 43 | Quantinno Capital Management LP | 37.09K | n/a | $788,078 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | T. Rowe Price ✦ | 33.96K | +37.5% | $722,000 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 45 | IMC-Chicago, LLC | 33.24K | n/a | $706,435 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Citigroup Inc | 32.37K | n/a | $687,800 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 47 | Tudor Investment Corp Et Al | 31.26K | n/a | $664,233 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Rhumbline Advisers | 31.00K | n/a | $658,718 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Cetera Investment Advisers | 30.08K | n/a | $639,158 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Walleye Trading LLC | 29.33K | n/a | $623,326 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Creative Planning | 27.09K | n/a | $575,620 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Man Group plc | 24.84K | n/a | $527,893 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Deutsche Bank Ag\ | 21.34K | n/a | $453,475 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 54 | Peak6 Llc | 20.12K | n/a | $427,464 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 55 | Robeco Institutional Asset… | 16.97K | n/a | $360,549 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Bnp Paribas Financial Markets | 16.77K | n/a | $356,405 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Arrowstreet Capital ✦ | 16.41K | New | $348,670 | 0.0% | New | 1 | SEC ↗ |
| 58 | Alliancebernstein L.P. | 13.95K | n/a | $296,353 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 10.62K | n/a | $225,569 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Group One Trading Llc | 9.22K | n/a | $195,946 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Royal Bank Of Canada | 7.32K | n/a | $155,000 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 62 | New York State Common Retirement… | 7.20K | n/a | $153,021 | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Us Bancorp \De\ | 7.07K | n/a | $150,280 | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Pnc Financial Services Group, Inc. | 4.75K | n/a | $100,895 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 65 | Canada Pension Plan Investment Board | 3.80K | n/a | $80,750 | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Cwm, Llc | 2.84K | n/a | $60,000 | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Fidelity (FMR) ✦ | 2.49K | -33.6% | $52,997 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 68 | Legal & General Group Plc | 2.13K | n/a | $45,263 | 0.0% | n/c | 1 | SEC ↗ |
| 69 | California State Teachers… | 1.41K | n/a | $29,984 | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Optiver Holding B.V. | 492 | n/a | $10,455 | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Rockefeller Capital Management L.P. | 403 | n/a | $8,564 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 72 | Fifth Third Bancorp | 394 | n/a | $8,373 | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Osaic Holdings, Inc. | 312 | n/a | $6,630 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 74 | Jones Financial Companies Lllp | 46 | n/a | $978 | 0.0% | n/c | 1 | SEC ↗ |
| 75 | UBS AM, a distinct business unit of… | 15 | n/a | $319 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Marshall Wace | $3.32M | 0.0% |
| Point72 Asset Management | $1.57M | 0.0% |
| Arrowstreet Capital | $348,670 | 0.0% |
Exited
| Fisher Asset Management | $248,850 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 187 holders, 21.01M shares, $303.60M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Aug 14
SC 13G/A: RWWM, Inc.
Aug 12
SC 13G: AQR CAPITAL MANAGEMENT LLC
Jul 31
SC 13G/A: VANGUARD CAPITAL MANAGEMENT LLC
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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